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The Rotary Foundation

The Rotary Foundation. Building the Future Through Major Gifts. Our Donor Profile 2006-07 As of 30 June 2007. Total Gifts: $136.1 Million. Major Gifts by Country 2006-07. Major Gifts by Fund 2006-07. Permanent Fund Values. 600.1. 372.1. 228.0. Securing Major Gifts: Four Steps.

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The Rotary Foundation

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  1. The Rotary Foundation Building the Future Through Major Gifts

  2. Our Donor Profile 2006-07 As of 30 June 2007 Total Gifts: $136.1 Million

  3. Major Gifts by Country 2006-07

  4. Major Gifts by Fund 2006-07

  5. Permanent Fund Values 600.1 372.1 228.0

  6. Securing Major Gifts: Four Steps • Identification • Cultivation • Solicitation • Stewardship

  7. Securing Major Gifts: Four Steps Step #1: Identification • 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?

  8. Securing Major Gifts: Four Steps Step #2: Cultivation • Learning more about the prospect • Establishing gift objectives • Develop cultivation plan • Conversation, involvement, articles • Listen to what the prospect is telling you

  9. Securing Major Gifts: Four Steps Step #2: Cultivation: RecognizingaNamingOpportunity • $25,000 – Named Fund • $50,000 – Specific TRF program • $150,000 – Program tied to a district • $600,000 – Rotary World Peace Fellow

  10. Securing Major Gifts: Four Steps Step #3: Solicitation • Prepare for the Ask • How to ask • State a specific amount and specific purpose • Be an active listener • Prepare for different responses

  11. Securing Major Gifts: Four Steps Step #4: Stewardship • Appropriate recognition • Special thank you calls and letters • Continuous updates on Foundation • Build relationship with the donor

  12. Securing Major Gifts Discussion • 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?

  13. Securing Major Gifts Available Help • 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

  14. 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)

  15. Major Gifts Leadership

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