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