THE ROTARY FOUNDATION of Rotary International 2011 Regional

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

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE As an RRFC you have the POWER of ONE !

POWER of ONE = YOU have the Ability to … INFLUENCE the emphasis & strategies of District Leadership – DGs, DGEs, DRFCs – for TRF Programs & Fund-Raising

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE Key Role of RRFCs Includes Helping to … Promote • Inform • Support TRF’s Programs Rotary Peace Centers & Fund-Raising RPC Major Gifts Initiative (Permanent Fund)

TRF’s 4 Funding Priorities HIGH PROFILE LOW PROFILE Not in Competiti on Different Markets & Strategies #1 Corpora te Priority Not in Competiti on Broadens Gift Options #1 Education al Priority

A Gift to One Appeal OFTEN Leads to Gifts to Others

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE RPC • Major Gifts Initiative Goal US$95, 000 by 30 June 2015 REPORTED TO DATE: $52, 327, 842 + 1, 687, 000 “in PROJECTED: $54, 014, 842 process”

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE RESULTS This Rotary Year REPORTED since 1 July 2010: $6, 649, 982 + 1, 687, 000 $8, 336, 982

2011 REGIONAL ROTARY FOUNDATION 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 121, 685 – Outright 100, 374 – Life Income 100, 000 – Life insurance

Why Focus on Bequests + Major Gifts GIFT VALUE $1, 000 M $500 K $100 K $ 50 K $ 25 K $10 K 40%+ 60 -65% $$$ from Deferred Gifts + Bequests gifts from Bequests + Life Income Agreements # of Gifts $$ Reported 11

Who are Your BEST PROSPECTS Current TRF Major Donors Multiple Paul Harris + PH Society YOU Your Team & District + Club Leadershi p Current Bequest Society

TRF Pyramid of Giving Gift Value # of Gifts $$$ Produced $1, 000 M K K K $500 $250 $100 $ 50 K $ 25 K $10 K $ 1 K The LARGER the SIZE GIFT Requested – the more likely the Donor will WANT to specify it’s use &/or have a Named Gift Opportunity!

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE RRFC’s Opportunities • PLAN Regional TRF Seminar • ASSIST DGs + DRFCs with District / Multi-Dist • Seminars TRAIN District leadership • CONDUCT (when invited) sessions at Institutes + • SUPPORT DGEs in setting District TRF GETS Goals

Develop a PLAN + District Infrastructure 1. To Raise Awareness of • Urge DGEs & DRFCs to appoint Dist. RPC Chair RPCs + Cmte ~ RPC programs + Speakers Bureau ~ Promote RPC Fellow Applicants 2. To Identify, Cultivate & Solicit • DRFC – Major Gifts + Permanent Fund Chair Prospects ~ Add RPC to “the story” when discussing Gift Options ~ Use TRF “tools” to assist

Tips for Success • Learn the Basics about the RPC • Lead by example – it WILL create a ripple Program • effect Involve the prospect’s spouse, when • appropriate Remember: the identification, cultivation and solicitation processes are the same for the as they are for other Major Donors, Bequest Society (Permanent Fund) & AKS prospects RPC-MGI

Tools + Ideas that Lead to Success RESOURCES Utilized in Successful Cultivation & Solicitations: • RPC Video • Named Gift Opportunities + simple RPC form • commitment RRFCs, RPC + MGI Cmte Members [+1 will help on • Rotary Peace Fellows & Alumni, TRF Staff $1 M+ asks] • YOU TRF don’t Trustees, present and need. RI to. Directors: be the onepast, to “Ask” to be Helpful: incoming • 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 • What: Series of “small, hosted dinners” (lunch) • Purpose: to cultivate + set stage for “the ask” • Who: 8 -12 qualified prospects + 3 -4 DRF Cmte • Program: 1 -1/2 to 2 hrs: meal & speaker/video – RPC Fellow or Alumni, RPC Donor, TRF trustee, RPC or MGI Committee member, RI staff, etc. Alternative Concept: “Million Dollar Dinner”

2011 REGIONAL ROTARY FOUNDATION COORDINATORS’ INSTITUTE How Can Members of the RPC • MGI Committee be of Help To YOU and Your Team?

THANK YOU