1 / 20

THE ROTARY FOUNDATION of Rotary International

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.

koko
Download Presentation

THE ROTARY FOUNDATION of Rotary International

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. THE ROTARY FOUNDATIONof 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

  2. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE As an RRFC you have ThePOWERof ONE !

  3. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE The POWER of ONE …To INFLUENCE the emphasis & strategies of District Leadership – DGs, DGEs, DRFCs – for TRF Programs & Fund-raising

  4. TRF’s 4 Funding Priorities HIGH PROFILE LOW PROFILE Not in Competition Different Markets & Strategies Not in Competition Broadens Gift Options #1 Corporate Priority #1 Educational Priority

  5. A Gift to One Appeal OFTEN Leads to Gifts to Others

  6. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE You have the Ability … … to Promote – Inform – Support TRF Programs & Fundraising Rotary Peace Centers RPC Major Gifts Initiative

  7. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RRFC Opportunities • PLAN Regional TRF Seminars • ASSIST DGs + DRFCs with District / Multi-Dist Seminars • TRAIN Dist leadership on: Programs & Fund-raising • CONDUCT, when invited, sessions at Institutes + GETS • SUPPORT DGEs in setting District TRF Goals

  8. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RPC • Major Gifts Initiative Goal US$95,000,000 by 30 June 2015 REPORTED TO DATE: $52,327,842 + 1,687,000 $54,014,842 “in process” PROJECTED:

  9. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE RESULTS This Rotary Year REPORTED since 1 July 2010: $6,649,982 + 1,687,000 $8,336,982

  10. 2011 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

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

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

  13. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE Who are Your BEST PROSPECTS

  14. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE Who are Your BEST PROSPECTS

  15. Keys to Raising Awareness of RPCs • Identifying & Cultivating Prospects • Develop a PLAN + District Infrastructure • Encourage DGEs & DRFCs to appoint a RPC Team • Seek District Rotary Fdn Chair buy-in • Urge appointment of District RPC Chair • DRFC – Permanent Fund + Major Gifts Chair • RPC Speakers – RPC Fellows, Alumni, RPC Donors, Trustees-RIDs, RPC MGI Cmte, others

  16. Tips for Success • Learn the Basics about the RPC Program • Leadby example – it WILL create a ripple effect • Involve the prospect’s spouse, when appropriate • Remember: the identification, cultivation and solicitation processes for RPC MGI are basically the same as for otherMajor Donors, Bequest Society (Permanent Fund) & Arch Klumph Society prospects

  17. Tools that Lead to Success The single most productive activity leading to RPC•MGI success has been a series of “small, hosted dinners” involving 12-18 prospects and Rotary RESOURCES Utilized in Successful Cultivation & Solicitations: • RPC Video • Named Gift Opportunities + simplified RPC commitment form • RPC + MGI Committee Members + for $1-million asks …. • TRF Trustees, RI Directors: past, present and incoming • TRF Staff

  18. 2011 REGIONAL ROTARYFOUNDATION COORDINATORS’ INSTITUTE How Can We Be of Help To YOU and Your Team?

  19. T H A N K Y O U

More Related