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 2006-07 Total Gifts: $136.1 Million

8. Major Gifts by Fund 2006-07 Gift toNumberAmount Permanent Fund225$ 8,900,000 Annual Programs Fund247$ 4,400,000 Matching Grants31$ 900,000 PolioPlus23$ 800,000 Other32$ 2,000,000 Total558$ 17,000,000

9. Major Gifts by Country 2006-07 Gifts fromNumberAmount United States278$ 8,000,000 India65$ 2,500,000 Taiwan45$ 700,000 Korea40$ 900,000 Japan36$ 600,000 Other94$ 4,300,000 Total558$ 17,000,000

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$ 219.6 million Shriners Hospitals for Children$ 8.6 billion Harvard University$29.2 billion University of Oxford$ 1.2 billion Yale University$ 18 billion Service Organizations: University and College Endowments:

13. Current Permanent Fund Values 575.9 219.6

14. Securing Major Gifts: Four Steps Identification Cultivation Solicitation Stewardship

15. Securing Major Gifts: Four Steps Gifts of $25,000 or more to other charities Sources for finding major gift prospects What are some of the indicators the donor may have the financial capacity? Step #1: Identification

16. Securing Major Gifts: Four Steps Learning more about the prospect Establishing gift objectives Develop cultivation plan Conversation, involvement, articles Listen to what the prospect is telling you Step #2: Cultivation

17. Securing Major Gifts: Four Steps Step #2: Cultivation: Recognizing a Naming Opportunity $25,000 – Named Fund $50,000 – Specific TRF program $150,000 – Program tied to a district $600,000 – Rotary World Peace Fellow

18. Securing Major Gifts: Four Steps Prepare for the Ask How to ask –State a specific amount and specific purpose –Be an active listener Prepare for different responses Step #3: Solicitation

19. Securing Major Gifts: Four Steps Appropriate recognition Special thank you calls and letters Continuous updates on Foundation Build relationship with the donor Step #4: Stewardship

20. Securing Major Gifts How can we encourage major gifts? What is your role in relation to other volunteers? What does a successful district’s major gift activity look like? Who are the 3-5 major gift prospects you will identify, cultivate and solicit in 2007-08? Discussion

21. Securing Major Gifts Volunteer Rotarians –District Permanent Fund Chairs and committees –District Governor –Major Gift Advisors –Annual Programs Fund Strategic Advisors –Regional Rotary Foundation Coordinators –Rotary Foundation Alumni Coordinators –Regional Permanent Fund Committees Foundation Staff Available Help

22. Major Gifts – Ways of Giving Cash Securities – Stocks and Bonds Real Estate Life Insurance Bequests Retirement Plans Life Income Agreements (US only) Donor Advised Fund (US only)

23. Major Gifts Leadership