1. The Rotary Foundation Building our Future Through Major Gifts

2. US Contributions to Charity in 2005 $ 260 Billion Source: Giving USA

3. General Principles of Major Gifts Involves matching donor’s interest with the needs of the organization Involves donating assets rather than discretionary income Requires a relationship developed over an extended period of time

4. Importance to Donors Fulfills personal philanthropic goals May provide other benefits such as  recognition  naming opportunities  tax deductions

5. Importance to Rotary Foundation Validate our mission Inspire others to make such gifts Achieve fundraising goals much more effectively than smaller gifts alone

6. Typical Donor Pyramid Major Gifts 60% of total money raised Special Gifts 20% of total Annual Gifts 20% of total

7. Our Donor Profile 2005-06 Total Gifts: $127.8 Million

8. Major Gifts by Fund 2005-06 Gift toNumberAmount Permanent Fund169$ 8,700,000 Annual Programs Fund219$ 3,000,000 PolioPlus23$ 800,000 Matching Grants37$ 800,000 Other39$ 2,100,000 Total487$ 15,400,000

9. Major Gifts by Country 2005-06 Gifts fromNumberAmount United States238$ 9,700,000 India45$ 700,000 Korea44$ 800,000 Taiwan44$ 700,000 Japan38$ 700,000 Other78$ 2,800,000 Total487$ 15,400,000

10. The Power of One Big Gift Total contributions from D-7300 since 1917: $12.4 million Paul and Jean Elder

11. The Power of a Few Big Gifts Total contributions : $ 1,079,100 (1 July 2005 – 30 June 2006) District 3520, Taiwan

12. Endowments of Others Lions Clubs International Foundation$ 1.6 million Kiwanis International Foundation$ 6 million Rotary Foundation Permanent Fund$ 179.6 million Shriners Hospitals for Children$ 7.8 billion Harvard University$25.5 billion University of Oxford$ 739 million Yale University$ 15.2 billion Service Organizations: University and College Endowments:

13. Current Permanent Fund Values 493.9 179.6

14. Major Gifts Leadership