THE ROTARY FOUNDATION of Rotary International

THE ROTARY FOUNDATIONTHE ROTARY FOUNDATIONof Rotary International

2011 Regional Rotary 2011 Regional Rotary Foundation Coordinators’ InstituteFoundation Coordinators’ Institute2011 Regional Rotary 2011 Regional Rotary Foundation Coordinators’ InstituteFoundation Coordinators’ Institute

Fund-Raising for the Rotary Centers

PRID Paul A. NetzelChair, RPC•MGI Committee, 2010-12

19 February 2011

As an RRFC you have

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

…To INFLUENCE the emphasis &

strategies of District Leadership

– DGs, DGEs, DRFCs –

for TRF Programs & Fund-raising

HIGH PROFILE LOW PROFILENot in

Competition

Different Markets & Strategies

#1Corporate

Priority

#1Educational

Priority

Not in

Competition

Broadens

Gift Options

A Gift to One Appeal OFTEN

Leads to Gifts to Others

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

… to Promote – Inform – Support

TRF Programs & Fundraising Rotary Peace

Centers

RPC Major Gifts

Initiative

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

• PLAN Regional TRF Seminars

• ASSIST DGs + DRFCs with District / Multi-Dist Seminars

• TRAIN Dist leadership on: Programs & Fund-raising

• CONDUCT, when invited, sessions at Institutes + GETS

• SUPPORT DGEs in setting District TRF Goals

REPORTED TO DATE:$52,327,842+ 1,687,000

$54,014,842

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

RPC • Major Gifts Initiative Goal

US$95,000,000 by 30 June 2015

“in process”

PROJECTED:

REPORTED since 1 July 2010:$6,649,982+ 1,687,000

$8,336,982

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

RESULTS This Rotary Year

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

Types of Gifts Made • YTD

$1,500,000 – Bequest

800,000 – Outright (in process)

700,000 – Bequest

675,000 – Bequest

500,000 – Bequest 470,000 – Life Income 381,085 – Life Income 350,000 – Bequest

$ 300,000 – Bequest 285,000 – DDF (all gifts) 275,000 – Bequest 152,000 – Outright (in process)

125,000 – Life Income 125,000 – Life Income 121,685 – Outright 100,374 – Life Income 100,000 – Life insurance

12

GIFTVALUE

$1,000M

$500K

$100K

$ 50K

$ 25K

$10K

60-65% $$$ from Deferred Gifts +

Bequests40%+

from Bequests +

Life Income Agreements

Gift Value

$$$Produced

TRF Pyramid of GivingTRF Pyramid of Giving# of Gifts

Under$1K

The LARGER the SIZE

GIFT Requested – the

more likely the Donor will WANT to specify it’s use &/or

have a Named Gift

Opportunity!

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

Who are Your BEST PROSPECTS

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

Who are Your BEST PROSPECTS

• Seek District Rotary Fdn Chair buy-in

• Urge appointment of District RPC Chair

• DRFC – Permanent Fund + Major Gifts Chair

• RPC Speakers – RPC Fellows, Alumni, RPC Donors,

Trustees-RIDs, RPC MGI Cmte, others

Keys to Raising Awareness of RPCs

• Identifying &

Cultivating Prospects •• Encourage DGEs & DRFCs to appoint a RPC Team

Develop a PLAN + District Infrastructure

Tips for Success

• Learn the Basics about the RPC Program

• Lead by example – it WILL create a ripple effect

• Remember: the identification, cultivation and

solicitation processes for RPC MGI

• Involve the prospect’s spouse, when appropriate

are basically the same as for other Major Donors, Bequest Society (Permanent Fund) & Arch Klumph Society prospects

RESOURCES Utilized in Successful Cultivation & Solicitations:

• RPC Video

• Named Gift Opportunities + simplified RPC commitment form

• RPC + MGI Committee Members + for $1-million asks ….

• TRF Trustees, RI Directors: past, present and incoming

• TRF Staff

Tools that Lead to Success

The single most productive activity leading to RPC•MGI success has been a series of “small, hosted dinners” involving 12-18 prospects and Rotary

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

How Can We

Be of Help To

YOU

and Your Team?

T H A N K Y O UT H A N K Y O U