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 the

2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE

… INFLUENCE the emphasis &

strategies of District Leadership

– DGs, DGEs, DRFCs –

for TRF Programs & Fund-Raising

… Promote • Inform • Support TRF’s


Rotary Peace

Centers

RPC Major Gifts Initiative

(Permanent Fund)

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

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

$54,014,842


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


RESULTS This Rotary Year


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

11

GIFTVALUE

$1,000M

$500K

$100K

$ 50K

$ 25K

$10K

60-65% $$$ from Deferred Gifts +

Bequests40%+

gifts from Bequests +

Life Income Agreements

Who are Your BEST PROSPECTS

Gift Value

$$$Produced

TRF Pyramid of GivingTRF Pyramid of Giving# of Gifts

The LARGER the SIZE

GIFT Requested – the

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

have a Named Gift

Opportunity!


• PLAN Regional TRF Seminar

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

• TRAIN District leadership

• CONDUCT (when invited) sessions at Institutes + GETS

• SUPPORT DGEs in setting District TRF Goals

• DRFC – Major Gifts + Permanent Fund Chair

~ Add RPC to “the story” when discussing Gift Options

~ Use TRF “tools” to assist

• Urge DGEs & DRFCs to appoint Dist. RPC Chair + Cmte ~ RPC programs + Speakers Bureau

~ Promote RPC Fellow Applicants

Develop a PLAN + District Infrastructure

2. To Identify, Cultivate & Solicit Prospects

1. To Raise Awareness of RPCs

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 are the same for the

RPC-MGI

• Involve the prospect’s spouse, when appropriate

as they are for other Major Donors,

Bequest Society (Permanent Fund) & AKS

prospects

Tools + Ideas that Lead to Success

RESOURCES Utilized in Successful Cultivation & Solicitations:

• RPC Video

• Named Gift Opportunities + simple RPC commitment form

• Rotary Peace Fellows & Alumni, TRF Staff

• RRFCs, RPC+ MGI Cmte Members [+1 will help on $1M+ asks]

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

YOU don’t need to be the one to “Ask” to be Helpful:

• Be the “door opener” – invite a guest to an event

• Tell your story why you support TRF or RPC program

• Say “thank you”

One of the Most Productive Activities

Alternative Concept: “Million Dollar Dinner”


How Can Members of the

RPC•MGI

Committee

be of Help To YOU

and Your Team?

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

THE ROTARY FOUNDATION of Rotary International

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