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THE ROTARY CENTERS THE ROTARY CENTERS MAJOR GIFTS INITIATIVE MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008
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Page 1: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

THE ROTARY CENTERSTHE ROTARY CENTERSMAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVETHE ROTARY CENTERSTHE ROTARY CENTERS

MAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVE

RRFC Institute21 February 2008

Page 2: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Rotary Centers:Peace is PossibleRotary Centers:

Peace is Possible

The Rotary Centers have been selected by the Trustees as the highest educational priority

for the Foundation

Page 3: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

THE ROTARY CENTERSTHE ROTARY CENTERSMAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVETHE ROTARY CENTERSTHE ROTARY CENTERS

MAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVE

… is committed to raising US $95 million dollars

by 30 June 2015

Page 4: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

THE ROTARY CENTERSTHE ROTARY CENTERSMAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVETHE ROTARY CENTERSTHE ROTARY CENTERS

MAJOR GIFTS INITIATIVEMAJOR GIFTS INITIATIVE

US$95 million by 30 June 2015

Fund 120 fellows per year

Major gifts based

US$95 million by 30 June 2015

Fund 120 fellows per year

Major gifts based

Page 5: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Investing in the Future of Investing in the Future of Peacemaking: US$95 MillionPeacemaking: US$95 Million

Investing in the Future of Investing in the Future of Peacemaking: US$95 MillionPeacemaking: US$95 Million

Phase I (2005 – 2010)• US$50 million endowed

• US$5 million named

Phase II (2010 – 2015)• US$40 million endowed

Phase I (2005 – 2010)• US$50 million endowed

• US$5 million named

Phase II (2010 – 2015)• US$40 million endowed

Page 6: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Investing in the Future of Investing in the Future of PeacemakingPeacemaking

Investing in the Future of Investing in the Future of PeacemakingPeacemaking

NUMBER OF GIFTS

AMOUNT OF GIFT

TOTALS

40 $ 500,000 (+) $72.5 M

360 $10,000 to $500,000 (+)

$22.5 M

400 Grand Totals $95 Million

Page 7: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Major Gift ProspectsMajor Gift ProspectsMajor Gift ProspectsMajor Gift Prospects

• 2,000 major gift prospects required

• 400 major gifts needed

• 5 solicitations for each gift received

• Focusing on 0.2% of all Rotarians

• 2,000 major gift prospects required

• 400 major gifts needed

• 5 solicitations for each gift received

• Focusing on 0.2% of all Rotarians

Page 8: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Naming OpportunitiesNaming OpportunitiesNaming OpportunitiesNaming OpportunitiesOutright Named Gifts

• US$60,000 for Rotary World Peace Fellow• US$50,000 for Applied Field Experiences

Endowed Funds• US$1.5 million• US$750,000• US$500,000• US$50,000

Outright Named Gifts• US$60,000 for Rotary World Peace Fellow• US$50,000 for Applied Field Experiences

Endowed Funds• US$1.5 million• US$750,000• US$500,000• US$50,000

Page 9: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Volunteer StructureVolunteer StructureRCMGI Committee:RCMGI Committee:

Volunteer StructureVolunteer StructureRCMGI Committee:RCMGI Committee:

Edward Blender, Chair (USA) Judy M. Magub (Australia)

Jackson San-Lien Hsieh, Vice-chair (Taiwan)

G. Kenneth Morgan (USA)

William Benter (Hong Kong) Robert A. Stuart (USA)

Robert L. Brown (USA) Gulam A. Vahanvaty (India)

Kyu Hang Lee (Korea) Yoshimasa Watanabe (Japan)

Ron D. Burton, Liaison Trustee (USA)

Page 10: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Volunteer StructureVolunteer StructureVolunteer StructureVolunteer Structure

• Zone level and above

• District level

• Club level

• Zone level and above

• District level

• Club level

Page 11: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

Investing in the Future of Investing in the Future of Peacemaking: Peacemaking: RRFC LeadershipRRFC Leadership

Investing in the Future of Investing in the Future of Peacemaking: Peacemaking: RRFC LeadershipRRFC Leadership

• Identification• Cultivation • Solicitation• Include major gift plan in trainings• Feature Rotary Centers

• Identification• Cultivation • Solicitation• Include major gift plan in trainings• Feature Rotary Centers

Page 12: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

ResourcesResourcesResourcesResources

• International, Zone, District and club training

• The Rotary Foundation staff

– Research prospective donors

– Special cultivation events

– Major gift solicitation proposals

• International, Zone, District and club training

• The Rotary Foundation staff

– Research prospective donors

– Special cultivation events

– Major gift solicitation proposals

Page 13: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

New Brochures, Rotary Centers

Newsletters and DVDs

Page 14: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

RCMGI UpdateRCMGI Update

Outright contributions: $13.4 million

Life Income Agreements: $5.5 million

Revocable commitments: $13.3 million

Total: $32.2 million

Page 15: THE ROTARY CENTERS MAJOR GIFTS INITIATIVE RRFC Institute 21 February 2008.

PEACEPEACEISIS

POSSIBLEPOSSIBLE