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巨額捐獻 隨著時代 改變扶輪基金會 Major Gifts in Times of Change The Rotary Foundation

巨額捐獻 隨著時代 改變扶輪基金會 Major Gifts in Times of Change The Rotary Foundation. Fundraising Priorities 基金募款的優先考量. Calendar Year End Statistics. * Numbers in Millions. Financial Sources of Foundation Support 支持基金的財務來源. * Most available in US only. TRF Contribution Analysis 2008-09

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巨額捐獻 隨著時代 改變扶輪基金會 Major Gifts in Times of Change The Rotary Foundation

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  1. 巨額捐獻 隨著時代 改變扶輪基金會 Major Gifts in Times of Change The Rotary Foundation

  2. Fundraising Priorities基金募款的優先考量

  3. Calendar Year End Statistics *Numbers in Millions

  4. Financial Sources of Foundation Support支持基金的財務來源 • *Most available in US only

  5. TRF Contribution Analysis 2008-09 TRF 捐獻分析As of 30 June 2009 Total - $143,746,000 *Excludes the Gates Foundation Gift $120.2 – 84% $23.5 - 16%

  6. Major Gift by Country 2008-09 巨額捐獻 國家別 * Excludes Gates’ Gift

  7. Major Gifts by Fund 2008-09巨額捐獻 基金別 *In millions **Includes donors who made a major gift but asked that it be used for multiple purposes

  8. Rotary Peace Centers Funding扶輪和平中心募款

  9. PolioPlus $200 Million Challenge Funding 小兒麻痺2億美元挑戰募款

  10. RRFCs – The Secret Ingredient • RRFC sets tone for Zone • Leadership extends to personal gifts/commitments • Expectations and accountability

  11. Securing Major Gifts: Four Steps做好巨額捐獻的四個步驟 • Identification尋找 • Cultivation培養 • Solicitation邀請 • Stewardship管理

  12. Securing Major Gifts: Four Steps做好巨額捐獻的四個步驟 • Step 1: Identification 尋找 • $25,000 + to other charities • Sources for finding prospects • Indications of financial capacity • Other ways?

  13. Securing Major Gifts: Four Steps做好巨額捐獻的四個步驟 • Step 2: Cultivation 培養 • Learn about the prospect • Conversation, involvement, articles • Establish gift objectives • Develop cultivation plan • Listen to the prospect

  14. Securing Major Gifts: Four Steps做好巨額捐獻的四個步驟 • Step 3: Solicitation 邀請 • Prepare for the ask • Know the background and interest of the potential donor • How to ask • State specific amount and purpose • Be an active listener • Overcoming objections • Discussion – Shared solicitation stories

  15. Major Gifts – Ways of Giving巨額捐獻 捐獻方式 • Cash • Pledges • Securities – Stocks and Bonds • Real Estate • Life Insurance • Bequests • Tangible personal property

  16. Naming Opportunities in Transition • Permanent Fund – World Fund • Permanent Fund – SHARE • Annual Programs Fund – SHARE • Rotary Peace Centers • Educational Programs • Humanitarian Activities & Projects

  17. Rotary Peace Centers Naming Opportunities – Endowed Funds • Rotary World Peace Fellows • $1,500,000 • $750,000 • $500,000 • RPC General Support • $50,000

  18. Securing Major Gifts: Four Steps做好巨額捐獻的四個步驟 • Step 4: Stewardship 管理 • Continuing cultivation • Appropriate recognition • Special thank you calls and letters • Continuous updates on Foundation • How do you keep building relationships with donors?

  19. Securing Major Gifts – Discussion做好巨額捐獻--討論 • How can we encourage gifts? • RRFCs and volunteer teams • Major gift activity of a successful district • Gifts as leverage with local Rotarians • Pick 3 – 5 major gift prospects

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