the rotary foundation of rotary international
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THE ROTARY FOUNDATION of Rotary International. 2011 Regional Rotary Foundation Coordinators ’ Institute. Fund-Raising for the Rotary Centers. PRID Paul A. Netzel Chair, RPC•MGI Committee, 2010-12 19 February 2011. - PowerPoint PPT PresentationTRANSCRIPT
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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
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As an RRFC you have the
2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE
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… INFLUENCE the emphasis &
strategies of District Leadership
– DGs, DGEs, DRFCs –
for TRF Programs & Fund-Raising
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… Promote • Inform • Support TRF’s
2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE
Rotary Peace
Centers
RPC Major Gifts Initiative
(Permanent Fund)
Programs & Fund-Raising
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HIGH PROFILE LOW PROFILENot in
Competition
Different Markets & Strategies
#1Corporate
Priority
#1Educational
Priority
Not in
Competition
Broadens
Gift Options
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A Gift to One Appeal OFTEN
Leads to Gifts to Others
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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:
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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
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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
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11
GIFTVALUE
$1,000M
$500K
$100K
$ 50K
$ 25K
$10K
60-65% $$$ from Deferred Gifts +
Bequests40%+
gifts from Bequests +
Life Income Agreements
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Who are Your BEST PROSPECTS
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Gift Value
$$$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!
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2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE
• 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
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• 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
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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
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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”
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One of the Most Productive Activities
Alternative Concept: “Million Dollar Dinner”
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2011 REGIONAL ROTARY2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE
How Can Members of the
RPC•MGI
Committee
be of Help To YOU
and Your Team?
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T H A N K Y O UT H A N K Y O U