Increasing Rotary Foundation GivingPresenters

Bryn Styles, Rotary Foundation TrusteeColin Gershon, ARRFC Zone 32

Mac Leask, E/MGA Zone 32Carol Toomey, EPNC Zone 32

Moderator

Ron Smith, RRFCQ&AChris Boyce, AGO

Rotary Foundation Webinar Zones 24 - 32

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Rotary Foundation WebinarsRon Smith, RRFC, Zone 32

Rotary Foundation Webinar Series • Based on Survey, First in Series• Zone 24 – 32 to support webinar series• Future Topics

– Strategic Planning using Rotary Foundation Reports– District Foundation Committees & Club Foundation Chairs– Managing Grant & Passing Audit– Developing and Implementing Global Grants– District Grant Policies & Procedures

• Today’s Webinar

Today’s Webinar

• Welcome & Comments Trustee Bryn Styles• Best practices to Increase Giving

– Annual Fund– Endowed Fund– PolioPlus

• Question & Answers

Welcome & Thank You

Bryn Styles, Rotary Foundation Trustee

Trustee Remarks

• After Polio• TRF Centennial - goals• TRF Chair 2017-18• Grant Scholars – USA• Area of Focus Major Gift Initiative - Water & Sanitation• Rotary Direct• 100% Foundation Giving Club (banner recognition)

Increase Annual Fund GivingColin Gershon – ARRFC Zone 32

How does the Annual Fund benefit Rotarians?

1. Largest Source of funding of Global Grants and Scholarships

2. Exclusive Source of funding of District Grants

3. Supplements, at District’s options, End Polio Now and Peace Center Programs.

Where are We Now ?

Year Zone 32 Zone 24 World2015 - 16 YTD

$1.34m  (+4%)

$2.11m (-10%)

$53.69m (-3%)

2015-16 GOAL

$3.59m (+6%)

$4.89m (+5%)

$130m (+5%)

2014-15 YTD

$1.28m $2.36m $55.48m

2014-15 Actual

$3.39m $4.68m $123.3m

Annual Fund Giving - Summary

*As of December 31, 2015

Key Points

To Build & Maintain Rotary Foundation engagement…

Educate

Plan

Celebrate

Educate

Organize and train knowledgeable Foundation team

Though webinars, Foundation seminars, PETS, District Assembly, District’s Foundation team develops expertise to bring motivational message to clubs.

Educate

Key Message No. 1 – The Foundation is very effective and highly regarded in “saving and changing lives” Highly successful polio eradication campaign Peace Centers & Scholars Worldwide humanitarian grants organized through clubs in

five areas of focus.

Educate

• Key Message No. 2: Clubs obtain significant funds from the Foundation for scholars they sponsor and for their projects, both local and worldwide –

– thus EXPANDING THE SIZE AND IMPACT OF PROJECTS.

Increased Annual Fund Giving leads to allows districts and the Rotary Foundation to give larger matches.

– The Foundation is not just a recipient of Rotarian funds

Educate

Vocational Training Teams… in Uganda

Educate

Key message No. 3: Inform Rotarians on recognitions provided by Foundation for financial support by clubs and individual Rotarians (e.g. EREY clubs, Paul Harris Fellowships, Paul Harris Society, Major Donor, etc.) Developing a club tradition of attaining status as EREY

club status or even higher level.o Recognizing Paul Harris Fellows and higher programs a club dinners

or on club banners

Using a strong District Foundation Committee and other knowledgeable Rotarians in district, reach out to Clubs and support Club Foundation Chairs

Plan & Communicate

Planning A District Committee

Plan & Communicate

Have the Foundation team make presentations to ALL clubs during Foundation Month in November

Use speakers bureau for club meetings District Foundation Committee members Rotary Foundation Alumni Project recipients both local and from around the world

(in person and through use of Skype)

Plan & Communicate

Assist Clubs in Setting Goals Annual Giving, Polio Plus, Endowment Fund EREY Rotary Direct Paul Harris Society

Measure Club Goals in Club Central Monitor Club Central Review Rotary Foundation Reports

Setting Goals in Club Central

Annual Fund Goal Reporting

PolioPlus and Major Gift Goal Reporting

Measuring Using Rotary Foundation Reports

Rotary Foundation Reports

Plan & Communicate

Regularly communicate with Club Foundation Chairs – especially providing timely assistance to grant applications and notice of grant and scholarship opportunities.

Provide PH recognition matching point incentives (district, clubs, members)

Promote plans for recurring giving Rotary Direct Paul Harris Society

Provide clubs with opportunities to be involved in grants

Plan & Communicate

Celebrate & Recognize !

Present Paul Harris Fellows and other awards thoughtfully & publicly

Hold special events for high-dollar donors (PHS, Major Donor, Arch Klumph Society)

Explain how District Designated Funds (DDF)is used in projects

Publicize outcomes !

Rotary.org/showcase

Celebrate & Recognize !

• Dress-a-Child project

Annual Fund Giving

Increase giving will make more funds available for district grants, global grants and other DDF eligible programs…

“to do good in the world”

Increase Endowment Fund GivingMac Leask –E/MGA Zone 32

District Endowment Major Gifts Committees

Best Practices

Committee Goals Identify potential donors

Educate Rotary Club members about the work of the Foundation

Cultivate potential donors

Learn their needs & goals Educate them about the Foundation Educate them about ways to give

Committee Goals

Create cultivation strategies for every potential major giver based on the potential donors’ goals

Involve Bequest Society members and Major Donors in Foundation activities

Committee Goals

Promote the Gift & Estate Planning Professionals (GEPP) and educate about Rotary’s Endowment Fund

Consider becoming a Bequest Society Member or Major Donor-Lead by example

Organize District Endowment Major Gifts Committee

Characteristics of potential committee members… Past District Governors and Assistant Governors

Respected District /Area Leaders willing to visit clubs and meet with individual Rotarians as appropriate

Good Communicators

Major Donors/Bequest Society members

Paul Harris Society members

Gift and Estate Planning Professionals

Best Practices

Train EMG Committee Members and District Leaders

Regular visits to assigned Rotary Clubs by Committee Members

Encourage each Committee Member to develop Prospect Lists

Promote membership in the Gift & Estate Planning Professionals (GEPP) Group

Best Practices

Encourage all Rotarians to have a will (Good Program for a Club)

Hold Fireside Chats for groups of prospects

Best Practices

Work closely with your Major Gift Officer & Endowment/Major Gifts Advisor

Plan and Organize a visit to your District by the MGO & EMGA

Hold a donor-centric Million Dollar Campaign that encourages Gifts & Bequests to Our Rotary Foundation

Help is Available…

Training for the Endowment Major Gifts (EMG) Committee is available in your district

E/MGAs & MGOs that serve as your resources in Zone 24 & 32 Brochures and flyers available for free from Rotary to help you:

shop.rotary.org www.rotary.org/plannedgiving

- Filing Cabinet A-Z

Planned Giving Website

Planned Giving Website

We are here to help you

Endowment/Major Gifts Advisor, Zone 32John M. “Mac” Leask, Rotary Club of Fairfield, Connecticut, USA(203) 520-1274 mac@leask.com

Major Gifts Officer, Zone 32Jenna Archuleta, Rotary Staff Member(847) 424-5251 jenna.archuleta@rotary.org

We are here to help you

Endowment/Major Gifts Advisor, Zone 24WChris Offer, Rotary Club of Ladner, BC, CANADA(604) 940-9365 ChrisOffer@live.ca

Endowment/Major Gifts Advisor, Zone 24ERichard Levert, Rotary Club of Sudbury, ON, CANADA(705) 691-6333 richardlevert@levert.ca

Major Gifts Officer, Zone 24Carolyn Ferguson, Rotary Staff Member(847) 866-3447 carolyn.ferguson@rotary.org

Increase PolioPlus GivingCarol Toomey – EPNC Zone 32

To Finish Polio Off for Good

• Inform

• Set & Monitor Goals

• Advocacy

• Share Successes

• Thank and Honor

• Don’t forget the ask

Inform

• Keep eradication efforts in the “news”

• Make everyone aware of Milestones

• Remind Rotarians of the Promise to the Children of the World

• Bring awareness that polio still exists

• Be a speaker in local schools and other social groups

• Share successes on social media

Public Fundraising & Public Image

Great News !

Set Goals

• Encourage clubs to set a goal for $1500 per year and share progress

• Districts need to know the DDF will be matched 50 cents to the dollar before the Gates Foundation match. 20% of DDF is a great goal

• Encourage Clubs to hold events on February 23 and October 24

Advocacy

• Governments of the have committed more than US$8B

• US in 2015 has approved $228 million for CDC & USAID

• Canada has committed 2013-2018 US$402M

• Thank officials and maintain awareness

• Arrange World Polio Day Proclamations

Good Advocacy & Public Image

End Polio Now Fundraising Campaign

• YTD- 31 December 2014 US$17,341,000• YTD 31 December 2015 US$15,733,000

– Cash US $11,036,000– DDF US $3,122,000– WF Match US $1,575,000

El Tour de Tuscon

• Raised awareness

• Raised $4.4 M US with 2:1 Gates match over $13.5 M

Rotary’s Contribution to Polio Eradication

• As of 30 November 2015 Rotary committed US$1.542 Billion to Polio Eradication

Share Successes and Encourage New Ideas

• Polio at UN Day

• Purple Pinky Day

• Fundraisers increase polio dollars AND awareness

• Examples:

– Polar Plunge District 7930 raised $125,000 last year

– Example: District 7910 went to schools for Purple Pinky Day

– Zone 32 collects squares for a Promise Quilt

Thank and Honor Those Who Give

• Certificates from Zone but districts can do their own

• Clubs who contribute should be thanked in public

• Goals achieved should be celebrated

• ASK for help. Clubs and districts sometimes need reminding of where they are in achieving their goals.

We are here to help you

We are here to help you

Q & A with AGO Chris Boyce