the rotary foundation building the future through major gifts
TRANSCRIPT
The Rotary Foundation
Building the Future
Through Major Gifts
$11987%
$17.113%
Major GiftsOther Gifts
Our Donor Profile 2006-07As of 30 June 2007
Total Gifts: $136.1 Million
Major Gifts by Country 2006-07
Gifts from Number Amount
United States 278 $ 8,000,000
India 65 $ 2,500,000
Taiwan 45 $ 700,000
Korea 40 $ 900,000
Japan 36 $ 600,000
Other 94 $ 4,300,000
Total 558 $ 17,000,000
Major Gifts by Fund 2006-07
Gift to Number Amount
Permanent Fund 225 $ 8,900,000
Annual Programs Fund 260 $ 5,100,000
Matching Grants 31 $ 900,000
PolioPlus 10 $ 100,000
Other 32 $ 2,000,000
Total 558 $ 17,000,000
Permanent Fund Values
0
100
200
300
400
500
600
700
1997
-98
1998
-99
1999
-00
2000
-01
2001
-02
2002
-03
2003
-04
2004
-05
2005
-06
2006
-07
Rotary Year
US$
mill
ions
Expectancies
Permanent FundMarket Value
600.1
228.0
372.1
Securing Major Gifts: Four Steps
• Identification
• Cultivation
• Solicitation
• Stewardship
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
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
Securing Major Gifts: Four Steps
• $25,000 – Named Fund
• $50,000 – Specific TRF program
• $150,000 – Program tied to a district
• $600,000 – Rotary World Peace Fellow
Step #2: Cultivation:Recognizing a Naming Opportunity
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
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
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
Securing Major Gifts
• Volunteer Rotarians– District Permanent Fund Chairs and committees – District Governor– Rotary Foundation Alumni Coordinators– Annual Programs Fund Strategic Advisors– Major Gift Advisors– Regional Rotary Foundation Coordinators– Senior Rotary Leadership, Permanent Fund Committees– Trustees
• Foundation Staff
Available Help
Major Gifts – Ways of Giving
• Cash
• Securities – Stocks and Bonds
• Tangible Personal Property
• Real Estate
• Life Insurance
• Bequests
• Retirement Plans
• Life Income Agreements (US only)
• Donor Advised Fund (US only)
Major Gifts Leadership