1. Coordination of Fundraising Efforts
基金募款效能 的 協調
2009 RRFC Institute - Coordination of Fundraising Efforts
Date: Wednesday, 11 March 2009
Session time: Session 1: – 1025
Session 2: – 1155
Session 3: – 1445
Duration: 75 minutes
INTRODUCTION & ICE BREAKER
was another record setting year for giving to TRF. Total contributions were the highest in TRF’s history, reaching US$269.6 million.* For the second time in history, contributions to the Annual Programs Fund exceeded $100 million.
Last year was also a record year for the Foundation’s maturing major gifts program. $131.3 million was received in 644 new major gifts (gifts with a face value of $10,000 or more qualify as major gifts). This number includes a $100 million grant from the Bill & Melinda Gates Foundation for polio eradication.
These successes are due to the extraordinary generosity of Rotarians and friends of Rotary around the globe, as well as the organized efforts of Rotary volunteers.
We are - right now - in the worst worldwide financial crisis in a generation.  If we (the business, professional and community leaders) are hurting, think of what is happening to others.  In these difficult times, it is not only important but necessary to dig even deeper to help. 

2. Introduction 序言 2007-08 TRF 總捐獻金額為 2億6960萬美元 是基金會 歷史新高 也是基金會巨額捐獻破紀錄的一年
共有644件巨額捐獻(超過1萬美元謂之巨額)總共捐了1億3130萬美元 這數字包括比爾蓋茲的1億美元 這些成功歸功於全球所有社員及扶輪朋友們的慷慨及義工朋友們的努力

3. Ice Breaker 破冰者
我們現在正值全球最壞的經濟危機中 假如連我們(這些在社區中居於專業及事業上的領導者)都受到傷害 想想 其他人將會發生什麼情況
在這種困難的情況下 各位不但重要 而且必須挖更深更努力來破冰 來幫助需要幫助的人

4. Learning Objectives 學 習 目 的
Identify the primary fundraising activities of The Rotary Foundation
確認扶輪基金會主要的募款活動
Exchange strategies to address and balance multiple fundraising priorities
交換策略來使多樣性的基金募款優先考量能致力於平衡

5. Learning Objectives 學 習 目 的
Identify prospective donors and develop specific strategies based on Rotary commitment and financial capacity.
確認可能的捐款者並基於對扶輪的承諾及財務能力發展出特別的策略
Discuss best practices for monitoring and managing district activity and utilizing members of Zone Team
討論出最好的做法來監控及處理地區活動及使用地帶團隊

6. Fundraising Priorities
基金募款的優先考慮
Rotarians are presented with multiple fundraising priorities for The Rotary Foundation.
What are the specific goals for each of these four fundraising needs?
Key points
Every Rotarian, Every Year, which raises money for the Annual Programs Fund, encourages every Rotarian to give something to The Rotary Foundation every year. Goal of US$100 per capita worldwide.
Rotary’s polio fundraising challenge is an important opportunity to fulfill our promise to eradicate polio. Goal of US$200 Million by 2012.
The Trustees have set a goal of securing US$95 million for the Rotary Centers by 2015 to give long-term stability to the program.
The Trustees have set a goal of raising US$1 billion for the Permanent Fund by 2025 (in net assets and expectancies).
All the goals discussed work toward one common goal, supporting The Rotary Foundation.
RRFC’s are tasked with balancing the fundraising priorities in order to address all goals set by The Rotary Foundation.

7. Financial Sources of Foundation Support
Outright Cash
Multi-year Major Gift Pledges
Appreciated Assets
Planned Gifts
Estate Gifts
Corporations & Foundations
Fundraising Goals:
$125 Million (per year)
$200 Million (2012)
$95 Million (2015)
$1 Billion (2025)
What are the primary funding sources (type of gift – i.e. cash, pledges, assets, estate gifts) for each priority? Are they competing or complimentary?
APF-SHARE:
Discretionary income (cash) from Every Rotarian
Multi-year Major Gift Pledge
Rotary’s $200 Million Challenge
Cash
Appreciated Assets
Multi-year Major Gift Pledges
Rotary Centers for International Studies
Estate wealth
Corporations & Foundations
Permanent Fund
Estate Wealth (bequests, retirement plans, insurance)
Discretionary income (in some regions of the world)
Planned Gifts (where available)

8. Rotary Foundation Funding
TRF Program Funding
District Designated Fund (DDF)
SHARE
Rotarian Contributions
World Fund
How does The Rotary Foundation use each funding source? How is the money spent?
APF-SHARE: Ongoing operations
Matching Grants, 3-H Grants, District Simplified Grants
Ambassadorial Scholarships, Group Study Exchange
DDF for Polio, Rotary Centers
Portion of Investment Income use for administrative expenses
Rotary’s $200 Million Challenge
Operational Support for Immunizations, social mobilization and surveillance activities
Permanent Fund: Endowment
Corpus never spent
Investment earnings generated by the endowment is used for additional program support
Rotary Centers for International Studies
World Peace Fellowships are the primary focus of the Rotary Centers funding effort, but there are many opportunities to support the program.
Gifts most commonly directed within the Permanent Fund - to fully endow the program, US$95 million is needed.
Investment Earnings

9. Target Audience for Foundation Support 支持基金會的 訴求對象(目標大眾)
Every Rotarian
Rotary Clubs
Other Rotary Entities
Major Gifts
Planned Gifts
Community (Non Rotarians)
Corporations & Foundations
Fundraising Goals:
$125 Million (per year)
$200 Million (2012)
$95 Million (2015)
$1 Billion (2025)
What is the primary target audience for each fundraising priority?
APF-SHARE: Every Rotarian, Every Year
100% of membership through annual gifts
Rotary Clubs
Rotary’s $200 Million Challenge:
Rotary Clubs, Rotary entities;
Community (non-Rotarians)
Major gifts from individuals, corporations and foundations (qualified prospects with a connection to the organization, commitment to the mission AND financial capacity).
Rotary Centers for International Studies:
Major gifts (and Planned Gifts, where available) from individuals, corporations and foundations (qualified prospects with a connection to the organization, commitment to the mission AND financial capacity)
Permanent Fund:
Every Rotarian and friends of Rotary who support the mission
100% of membership (where culturally appropriate) for an estate gift; or outright gift of US$1,000 or more.
Major gifts (and Planned Gifts where available), primarily from individuals (qualified prospects with a connection to the organization, commitment to the mission AND financial capacity).

10. Recognition for Foundation Support 支持基金會的 表彰
Every Rotarian, Every Year
Sustaining Member
Paul Harris Fellow
Named Fellowships Only
Paul Harris Society
Benefactor
Bequest Society
Major Donor
Arch Klumph Society
What tangible recognition/appreciation opportunities are associated with each priority?
APF-SHARE contributions are the only designation eligible towards club per-capita goal achievement, Every Rotarian, Every Year and Rotary Foundation Sustaining Member individual and club recognition. Contributions count toward new or multiple Paul Harris Fellow recognition and generate Foundation Recognition Points.
Rotary’s $200 Million Challenge contributions count toward new or multiple Paul Harris Fellow recognition and generate Foundation Recognition Points.
Rotary Centers for International Studies is primarily a gift designation within the Permanent Fund and funded through outright major gifts and bequests. Named Funds may be established at US$60,000 or more, and would be considered a restricted gift to the Annual Programs Fund, and would generate PHF credit, but not impact per capita giving.
Permanent Fund contributions and bequests may be eligible towards Benefactor and/or Bequest Society recognition, but NOT Paul Harris Fellow recognition.
Outright contributions (and multi-year major gift pledges) of US$10,000 or more, regardless of designation, are eligible for major donor recognition.
What specific tactics or strategies can be implemented for each priority?

11. TRF Donor Profile 2007-08 捐獻概略(In US$ millions)
Excludes US$103.5 million from Gates and Google
我們的挑戰就是要放大巨額捐獻的比例(到60%)
Total Gifts (in millions): $166.1*
In , TRF received 644 new major gifts worldwide for a total of $131.3 million (face value). Including a $100 million gift from The Bill & Melinda Gates Foundation and a $3.5 million gift from The Google Foundation, the average of these gifts was $204,000, an approximately 500 percent increase from
Excluding the Gates and Google gifts, TRF raised approximately 17% of its total contributions from major gifts.
This is significantly lower than the industry standard of 60 percent. This means TRF has the base of support to attract more major gifts.
Our challenge now is to maximize our fund development efforts by asking for and receiving a higher level of major gift support from those most closely tied to the institution.

12. Major Gift Prospect Identification Exercise
Column A
Column B
Column C
Column D 1. 2. 3. 4. 5. 6. 7. 8. 9.
10.
11.
12.
13.
14.
15.
Each of you has a form in your binder behind the Fundraising Tab, titled “Major Gift Prospect Identification Exercise.”
Most of this session will involve walking you through a series of questions and recording your answers within the different columns.

13. Fundraising Priorities
Best Practices Exchange
In the time remaining we’d like to engage in a deeper discussion on some of the key concepts you have identified for our various fundraising priorities.
Training leader’s notes
Facilitate a discussion on key zone and district training events, useful publications and marketing materials and use of technology
Emphasize and encourage deeper discussion on Club Goal Setting, the Paul Harris Society, use of the Zone Team and the distinction between Major Donors and Major Gifts. Sample questions follow.
What are the key educational and training opportunities to help distinguish each priority and implement a plan for goal achievement?

14. Goal Setting
How can goal setting help with goal achievement? What specific goals are established?
A way to engage clubs; a way to identify committed Rotarians to serve beyond the club level; to identify prospects for major gifts; a way to identify larger challenges
The Club Goal Form is an important fundraising tool to establish real and achievable goals for each club and, in turn, each district. Submitting meaningful club goals in a timely manner (Forms due to DG by 1 May) is crucial to overall district planning and fundraising efforts.
To put it in terms of sheer dollars and sense, the statistics support of goal setting. Clubs that do not set a goal have an average per capita contribution of US$ Clubs that set goals average $
It not only suggests the likelihood of increased contributions, but it reduces the likelihood of non-participating clubs: 31.8 percent of clubs that do not set a goal end up being non-contribution clubs. Only 8.1 percent of clubs that set a goal end up not participating financially.
Can anyone share how Goal Setting is perceived in your area, and how it is conducted in your Districts?
How can we work to re-package the goal-setting process not as another administrative task, but as an opportunity to engage and educate a club in our Foundation?
Ultimately, we must use the process to engage our members in the programs. Goal setting is a story-telling opportunity and an educational opportunity. It allows us to talk about what our contributions are doing…..

15. Goal Setting Club goal form 是很重要的基金募款工具 它可達成各社及地區的目標 地區總監必須在五月一日前交出
各社沒有設定目標只能募到平均54.13美元且沒捐社高達31.8%
各社有設定目標則能募到平均110.46美元且沒捐社只有8.1%

16. (In US$ millions)27216位PHS只佔總社友2.2%
TRF Donor Profile
(In US$ millions)27216位PHS只佔總社友2.2%
卻佔APF捐獻的24%
Total Gifts (in millions): $166.1*
* Excludes US$103.5 million from Gates and Google
TRF offers a number of opportunities to show appreciation to individuals for personal outright contributions supporting humanitarian and educational programs. Every Rotarian is encouraged to make a personal contribution each year, at an amount comfortable to them. These individuals, who give between $0.01 and $99.99 to TRF, are commonly regarded as Every Rotarian, Every Year Donors. Individuals who make annual contributions of $100 or more are recognized as Rotary Foundation Sustaining Members.
Can anyone share what the Paul Harris Society is and how you have marketed and managed the program in your districts? How has it impacted your annual giving?
Those individuals who personally contribute $1,000 or more with the intent to sustain this level of support each year are eligible to be members of a district-administered Paul Harris Society.
As the graph illustrates, it is significant to note that the 27,216 PHS eligible supporters, who comprised just 2.2 percent of the Rotary membership, accounted for of 24 percent of TRF’s total APF contributions. This illustrates the impact of larger gifts to support our Foundation programs, and the critical importance to have a proactive focus on major gift activity in the districts you cover.

17. Strategies for Success 成 功 的 策 略
Lead by Example 以身作則
Club Goal Setting 扶輪社目標設定
Train and Utilize Zone Team 訓練及使用地帶團隊
Assist with Paul Harris Societies PHS的幫助
Major Gift Identification, Cultivation, Solicitation & Stewardship
巨額捐款的 尋找 培養 邀請 及管理
Can anyone share other strategies you have found successful or hope to implement in the year ahead?
Action Items & Summary (5 min.)
Summarize the main topics of the day highlighting the Action Items on the screen.
Use the Flip Chart Table to summarize the discussion regarding the four primary fundraising priorities, categorizing each by ”Source”, ”Use”, “Audience”, “Recognition” and ‘Tactic”.
Be sure that all questions have been answered.
Review the learning objectives to ensure that all topics were covered sufficiently.
Address any remaining “questions for later”.
Thank participants

18. The Future of Rotary
Is In Your Hands