10. THE
ROTARY FOUNDATION
Bill Griffin
Lee Phares
Assistant RRFC, Zone
Assistant RRFC, Zone 34 34 District 6970
Keenan Kern District 6990
Russ Miller
Assistant RRFC, Zone
34 District 6920 Assistant RRFC, Zone
34 District 6950
11. THE
ROTARY FOUNDATION
Joanne Bertsche Debra Lowe
Annual Giving Officer, TRF Major Gifts Officer,
TRF
18. The Rotary Foundation
Future Vision
• Not as cataclysmic as portrayed
• Keep simple – mission unchanged
• More local control and also responsibility
• Read, talk to Pilot Districts, identify key issues
• Calendar impact
19. Historical
Total Giving $400,000
DSG District DDF World Fund
$40,000 $160,000 $200,000
Club Projects Amb Scholar Matching Grants
Matching Grants GSE
Future Vision
Total Giving $400,000
District Grant Global Fund DDF World Fund
$100,000 $100,000 $200,000
Projects < $30,000 Projects > $30,000 Projects > $30,000
Local Scholars VTT VTT
GSE Scholars Scholars
20. Foundation Donation Flow
$ $400,000 in 2010
2011 2012 2013
$200,000
$ $200,000
50% to District Designated Fund 50% to World Fund
$100,000 $100,000 Matches 1:1 DDF $
Up to ½ to At least ½ to and 50% of cash $
District Grants Global Grants
22. Areas of Focus
• Water and Sanitation
• Disease Prevention and Treatment
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development
• Peace and Conflict Prevention/Resolution
23. District Grants
• Single annual ―block‖ grant
• Spending Plan
• Local projects no minimum
• Local or international
• Local decision making/flexibility
• Can include Scholars &/or GSE
• Not tied to Six Areas of Focus
24. Global Grants
• Humanitarian Work (> $30,000)
• Vocational Training Team (VTT)
• Scholars
• Packaged Grants
• Address Six Areas of Focus
• Must show local community buy in
• Must show sustainability!!
• Proposal/Application
25. Global Grants – Scholars
• Post-graduate work
• Can be for more than one year
• Global Grant application – must be
greater than $30,000
• Six Areas of Focus
• Must show how education will further
mission of TRF
• Award decision by TRF
• Logistics up to Club/District
26. Global Grants – Vocational Training Teams
• Have a mission, often skill or
knowledge transfer
• Can have more than one Rotarian
• Does not require 30 days
• More than one trip allowed
• Must address one or more of Six
Areas of Focus
• Must show sustainability!!
• Logistics up to Club/District
27. Preparation Steps - District
• Establish work teams to address:
– District Structure Requirements
– Club Education Development
– District Grant Process, Expectations and Changes
– Global Grant Process, Expectations and Changes
– Scholar Process Restructure
– VTT vs GSE Understanding Structure and Fundamental
Changes
28. Preparation Steps - District
• Comprehend District MOU
• Establish Stewardship/Audit Committee
• Establish District Financial Management Plan and
Requirements
• Understand District Qualification Process
29. Preparation Steps - District
• Establish District Calendar of Events
• Create Robust District Foundation Website
• Develop Club Education Plan
30. Preparation Steps - District
• Establish District Grant application process
– (forms, review and decision committee)
• Establish calendar for District Grant applications and
awards
• Become familiar with District Grant spending plan
requirements and final reporting requirements
• Establish method of storing District Grant completed
reports and receipts
31. Preparation Steps - District
• Understand Scholar program and changes
• Identify key stakeholders in past Scholar program –
focus on this group with new Scholar program
• Determine how you want to address scholars
– understand programs
– do you want to continue Ambassadorial Scholar type
program
– do you want to consider domestic scholar options
32. Preparation Steps - District
• Understand difference between GSE and VTT
• Identify key GSE stakeholders and engage
• Determine desire for GSE look alike
• Understand Vocational Training Teams
– Club driven
– Connection potential to Service Projects
33. Preparation Steps - District
• Understand principles of sustainability
• Importance of community needs assessment
• Understand principles of community buy in
• Become familiar with Global Grant on-line
application process
34. Preparation Steps - District
• Comprehend Club MOU
• Develop Grant Management Seminar
• Present requirements for clubs to qualify for grants
– Signed Club Memorandum of Understanding
– Grant Management Seminar attendance
– Any other District requirements
35. Preparation Steps - District
• Present revisions to clubs, with lead time for new
calendar
• Calendar changes are significant
• Creates higher degree of year to year coordination
and move away from ―my year‖ projects
• Revise District Foundation website to support clubs
36. Preparation Steps - Club
• Comprehend Club MOU
– Terms of qualifications
– Club leadership responsibilities
– Financial management/stewardship
– Document retention (reports and receipts)
– Signature of president and president-elect
– Submitted annually
37. Preparation Steps - Club
• Understand requirements for clubs to qualify
for grants
– Signed Club Memorandum of Understanding
– Grant Management Seminar attendance
– Any other District requirements
• Understand project development process to
meet grant application calendar
38. Preparation Steps - Club
• Understand Global vs. District Grant
– Global > $30,000
• Understand Sustainability and
Measurability
• Understand application process
39. Future Vision
A New Vocabulary
Revised Concepts and Ways
– Six Areas of Focus
– Global Grants
– District Grants
– DDF allocation to Global and District
– Needs Assessment
– Sustainable
– Measureable
– VTTs (and GSEs)
– Scholarships as Grants
– Member Access as Gateway
40. Global Projects (2010-2012)
• Marietta (3) Economic Devel. $49,500
• Marietta Metro (2)Water $56,100
• Vinings (13) Mobile Health $57,625
• Atlanta West End Sanitation $30,000
• East Cobb (3) Education $31,000
• Clayton Water $30,000
• Peachtree City (3) Literacy $34,400
41. Global Projects (2010-2012)
• Roswell Child Health $48,166
• Buckhead (1) Disease Prev. $34,460
• Emory Druid Hills Water $62,250
• Dunwoody (2) Water (2) $61,589
• Atlanta Education $50,000
• Newnan Literacy $ 1,000
• Thomasville Child Health $30,000
42. Global Projects (2010-2012)
• Griffin Economic,Water $32,650
• N. Columbus Health $30,000
• District Global Scholar $30,000
• Multiple clubs Health $52,500
• Gainesville Global Scholar $73,375
43. Global Projects (2010-2012)
• Bartram Trail Water/Sanitation $35,000
• Orange Park Sunrise Water/Sanitation/School Aids $37,550
• Daytona Beach West Education/Economic Development $36,100
• Multiple clubs Health $52,500
• Gainesville Global Scholar $73,375
44. District Projects (2010-2012)
• Local grants (141)/(43)
• Range $1,000 - $25,000/ $600 - $50,000
• Local Scholars International/Domestic
• Disaster Recovery
• Local/International
• GSE teams (2)
• Over $400,000/$275,000
46. THE
ROTARY FOUNDATION
Bill Griffin
ABBY MCNEAR
RRFC Chair
District 6970
Manager,
Pilot Operations Department
BILL WOULFIN
JAMES ROBINSON
Future Vision Pilot RRFC Chair
Operations District 6900
47. THE
ROTARY JAMES ROBINSON
FOUNDATION Future Vision Pilot Operations
Division Manager
The Rotary Foundation
48. GLOBAL GRANTS
Successes
• Greater focus; better project design
• Surpassing minimum threshold
• Rolling application process
• More innovation and collaboration
50. CONTRIBUTION TRENDS
For the months ended March 2010, 2011 & 2012
• FY10-11 Pilot Increase: 15.0%
– Non-pilot district increase: 9.6%
• FY11-12 Pilot Increase: 7.6%
– Non pilot district increase: 6.5%
51. PREPARING FOR LAUNCH
•2012 International
Assembly
Plateau
L
•2012 RRFC Institute E
A
R
•PETS, District meetings N Steep acceleration
I
N
•2012 International G Slow beginning
Convention workshops
TIME
•Future Vision Trainers
52. PREPARING FOR LAUNCH
• 2012 GETS &
Rotary Institutes
• 2013 International L Plateau
Assembly E
A
• 2013 PETS and district R
N Steep acceleration
meetings I
N
• 2013 International G Slow beginning
Convention
TIME
• 1 July 2013—GO!
53.
54. THE
ABBY MCNEAR
ROTARY
Manager, Pilot Operations Department
FOUNDATION Program Officer, District Grants & Global Grants
55. Areas of Focus
• Water and Sanitation
• Disease Prevention and Treatment
• Maternal and Child Health
• Basic Education and Literacy
• Economic and Community Development
• Peace and Conflict Prevention/Resolution
56. Area of Focus Policy Statements
• Approved by Trustees in March 2012
• Clarifies how TRF reviews GG applications
• More detail on scholarships
• Biggest changes are in disease prevention &
treatment
• May 2012 Future Vision News has link
57. Area of Focus & Scholarships
Intended for career-minded professionals
TRF reviews:
• Applicant’s prior work experience within A of F
• Academic program alignment with A of F
• Applicant’s career plans related to A of F
58. Rotary Scholar Examples
Eligible or Ineligible?
• Architecture studies, career rebuilding/renovating
housing in Bosnia (PCPR)
• International relations studies, career in US State
Department (PCPR)
• MBA, career helping minorities access financial services
in US inner-city environment (ECD)
• International marketing degree, career in marketing
(ECD)
59. Disease Prevention & Treatment
• Emphasis on health promotion in addition to disease
• Equipment purchases
• Medical missions/surgeries
60. • Developing Sustainable Projects
• Sustainability means different things to different organizations. For The Rotary Foundation, sustainability means
providing solutions to community needs,Funding that the benefiting community can maintain the activities after
Community Materials/ ensuring Knowledge Motivation
Monitoring/
Needs
grant funding ends. Global grant projects must be sustainable and display the following characteristics: Evaluation
Technology
Provide training,
Have local Purchase Provide incentives
education, and
sponsors conduct equipment and for beneficiaries
Confirm local community
a thorough new technology and project Develop clear and
funding source outreach to
assessment of the from local sources, participants to measurable
to provide strengthen
community’s needs when possible. continue ongoing project objectives,
long-term beneficiaries’
to identify a Ensure spare support. Identify and identify
operation, capacity to meet
need that sponsors parts are readily personnel willing methods for
maintenance, project objectives.
are able to available. to lead beneficiaries collecting project
repair, and Confirm that
support and that Involve community to sustain project data. Establish
project longevity. recipients have a
meets beneficiaries’ members when outcomes. baseline data for
Compensate plan to transfer
needs and fits selecting Prepare the evaluation capable
project participants knowledge to new
their values and technology or community to of demonstrating
appropriately beneficiaries.
culture. Involve equipment, and assume ownership significant change
for their work to Collaborate with
multiple community train them to of the project for at least three
ensure continuity local agencies/
partners in the operate, maintain, once global grant years.
of services. organizations to
planning process. and repair it on funds are fully
supply expertise,
their own. expended.
as needed.
Planning Implementation Reporting
Global Grant Timeline
76. Where are we today?
Only 3 countries where the wild polio
virus has not been interrupted.
Pakistan - Afghanistan - Nigeria
Year to date Worldwide:
64 Cases June 2, 2012
181 Cases June 2, 2011
650 Cases in 2011
1352 cases in 2010
78. What can we Rotarians do?
• Create public awareness and encourage
support from government and private sector
donors
• Financial support – give if you have not given
• Tell our children
• Encourage and support Rotarians in polio
affected and high-risk countries
• Highlight the need for strong surveillance
• Promote routine immunization
80. Please Join Us for the
Rotary International Convention
in Beautiful Lisboa, Portugal
June 23 - 26, 2013
81.
82. THE
PETER DOETSCHMAN
ROTARY Planned Giving Officer
FOUNDATION The Rotary Foundation
83. Major and Planned Gifts
2012 Regional Rotary Foundation Coordinator Institute 83
84. Identify Cultivate Solicit
Thank
2012 Regional Rotary Foundation Coordinator Institute 84
85. • Gifts that benefit The Rotary Foundation’s
Permanent Fund after the donor’s death
• Testamentary Gift Options:
• Benefactor
• Bequest Society
• Making a gift of Life Insurance
2012 Regional Rotary Foundation Coordinator Institute 85
86. • A Benefactor is an individual or couple that has
made a provision in their estate plan, or made an
outright gift of $1,000 to the Permanent Fund.
2012 Regional Rotary Foundation Coordinator Institute 86
87. A Bequest Society
member is an individual or
couple that has made a
provision in their estate
plan to gift a minimum
$10,000 to TRF.
2012 Regional Rotary Foundation Coordinator Institute 87
88. • Charitable Gift Annuity
• Deferred Charitable Gift Annuity
• Charitable Remainder Trust
2012 Regional Rotary Foundation Coordinator Institute 88
89. • US$100,000: One Area of Focus via Global Grants
• US$250,000: One Area of Focus + district
designation
• US$500,000: One Area of Focus and geographic
region
• US$1,000,000+: Tailored to match donor interest
CULTIVATE ASK
2012 Regional Rotary Foundation Coordinator Institute 89
90. • Major Gift Initiative
- US$95 million goal
• Endowed and Term Gifts
• Multiple Naming Opportunities
2012 Regional Rotary Foundation Coordinator Institute 90
91. Arch C. Klumph Bequest
Society Major Donor Society
US$1 Million + Foundation Circle Level Seven
$500,000 to $999,999 Chair’s Circle Level Six
$250,000 to $499,999 Trustee’s Circle Level Five
$100,000 to $249,999 Level Four Level Four
$50,000 to $99,999 Level Three Level Three
$25,000 to $49,999 Level Two Level Two
$10,000 to $24,999 Level One Level One
2012 Regional Rotary Foundation Coordinator Institute 91
92. Annual Fund
CULTIVATE ASK
Major gifts
CULTIVATE ASK
Arch C. Klumph Society
CULTIVATE ASK
2012 Regional Rotary Foundation Coordinator Institute 92
93. • Debra Lowe
Major Gifts Officer, Zone 34
• Joanne Bertsche
Annual Giving Officer, Zones 33 and 34
• Peter Doetschman
Planned Giving Officer
2012 Regional Rotary Foundation Coordinator Institute 93
94. • Lead by example
• Work as a team
• Educate
• Ask
• Thank
2012 Regional Rotary Foundation Coordinator Institute 94
95.
96. THE
ROTARY Steve Lyons
FOUNDATION SHARE System Senior
Coordinator
97. SHARE
How can our district spend the DDF?
PAST PRESENT FUTURE
98. SHARE
When do we start spending the district’s 2013-14 DDF?
JUL 2012 JAN 2013 JUL 2013 AUG 2013 JUN 2014
2013-14 Submit Donation Forms
SHARE
Kit Complete Qualification
Begin Applying for District and Global Grants
Receive
Carry
Forward
Amount
100. SHARE
How can our district spend the DDF?
PAST PRESENT FUTURE
101.
102. THE
ROTARY CANDICE EMBLING
FOUNDATION TRF Packaged Grants manager
The Rotary Foundation
103. Packaged Global Grants
Overview
Agenda
• What are packaged grants?
• Why does TRF offer packaged
grants?
• What are the current packaged
grant opportunities?
• How are packaged grants funded?
104. Grant Types in Future Vision
District Grants Global Grants Packaged Grants
105. Why Package?
• Demonstration projects
• Visibility/Promotion with other global organizations
• Involvement opportunity for clubs
– with limited resources
– with lack of familiarity with TRF
106. What are Strategic Partners?
• NGOs, universities, corporations
• Global scope of work
• Expertise in an Area of Focus
• Formal relationship to secure resources
• Enhance Rotarians’ service opportunities
• Lead to Packaged Grants
107. What are Packaged Grants?
• Opportunities for Rotary clubs and districts
• Pre-designed projects funded by the World
Fund and the strategic partner, no DDF or
cash required
• Can include scholarships, humanitarian
projects, and vocational training
• Rotarians can focus their talents and
energies on implementation
108. Developing Local Entrepreneurs: Oikocredit
• Connection between local
Rotary clubs and
microfinance institutions
• Training activities –
humanitarian projects
• Currently available in India,
the Philippines, and Uruguay
• Economic and Community
Development Area of Focus
109. Nursing Scholarships/Training Health
Educators: Aga Khan University
• Activities take place at 3 campuses:
Kenya, Uganda, and Tanzania
• Scholarships and Vocational Training
Teams (2 separate opportunities)
• Maternal and Child Health Area of Focus
110. Medical Service and Training:
Mercy Ships
• Activities related to the
Africa Mercy
• Upcoming ports in Togo
and Guinea
• Vocational Training
Teams
• Disease Prevention and
Treatment Area of Focus
111. Water Scholarships: UNESCO-IHE
• Scholars will study in
the Netherlands
• Focus on building long-
term connections in the
student’s home country
• Water & Sanitation Area
of Focus
116. District 7020 – overview
• 2650± Rotarians
• 84 Clubs
• 10 Countries
• 16 Islands
• 3 languages
• 1300 Miles
• 1 day travel time
117. District 7020 – Challenges
• Diversity – Population, Economics, Socially, Language.
• Clubs with 10 to 100+ members.
• Small Islands to Substantial Countries
• Extreme Wealth to Dire Poverty
• Natural Disasters……..
Builds strength
and resilience.
118. District 7020 - Strengths
• CHALLENGES:
Logistical, Geographical,
Climatic, Organisational, Financial,
• OPPORTUNITIES:
To serve – need greater organisation,
communication and planning.
• STRENGTHS:
Strong Organisational structure, Cohesive Leadership Succession
Planning. Vibrant Clubs.
Dedicated, passionate Rotarians delivering great Rotary service.
• Dedicated to supporting The Rotary Foundation
119. District 7020 – TRF Support
• Annual Programs Fund
2007/8 $332,854 2008/9 $161,320
2009/10 $264,000 2010/11 $253,543
• 134 PHS Members since 2006 • 64 Major Donors
• PolioPlus Challenge - $382,693.79 raised to date
• Permanent Fund
• 138 Benefactors • 30 Bequest Society Members
• NIDs in India • GSE Teams
• Ambassadorial & Peace Scholarships
120. District 7020 – TRF Support
• Matching Grants $819,407 in 2009-10
$1,143,726 in 2010-11
• Competitive Matching Grants
$427,345 - 2009-2011
• Haiti Update
• Over $2.2m DAF leveraged to $6.5m
• More than 80 projects
• No funds used for Administration
• District 7020 donated $750k
• TRF 45 Matching Grants totaling $1.49m
• Coordinated over $18m of donated supplies
“OUR FOUNDATION IS
AN ESSENTIAL COMPONENT
OF DISTRICT 7020 ROTARY”
121. District 7020 – Goals
• Ensure success of existing TRF programmes whilst
implementing Future Vision - in parallel.
• Dedicate the necessary resources – but not to the
detriment of current TRF programmes.
• e.g., Haiti etc. - remain focused and effective.
• Build general awareness - buy in - SELL BENEFITS.
• Ramp up to & ensure Seamless Changeover - 7/1/13.
• Future Vision Implementation Team/Plan/Structure.
122. Implementation
Preparing the way….
• Align activities with the areas of focus
• Develop relationship with pilot district
• Build district Rotary Foundation
committee
• Stay updated on grant reporting
• Start planning for grant management
training and qualification
• Use webinars and resource materials
123. Implementation
Demystify – what changes / stays same?
• New Grant Model
• Global Grants - District Grants (+ Packaged Grants)
• DDF allocation to Global and District Funds
• VTTs (no GSEs but better)
• Scholarships as Grants
• New way of doing TRF Business
• Needs Assessment • More local control
• Sustainability • Stewardship / Audit
• Measurability & Accountability
• Member Access as Gateway
• Seven Areas of Focus
124. Seven Areas of Focus
Rum Tasting
Peace and Conflict Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
125. Six Areas of Focus
Peace and Conflict Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development
126. District 7020 – 2011-14 FV Plan
• Four year plan
• 2010-11
• Appoint District FV Chair
• Build awareness
• High level training
• Develop District Implementation Plan
• 2011-12
• District Chair appoints FVACs.
• Steering Committee decides procedures
• FVACs trained
• Clubs appoint FV Chairs
• Prepare resources - PowerPoints, Timelines
127. District 7020 – FV Plan 2011-14
• Four year plan
• 2012-13
• FVACs and Club FV Chairs
Educate & train clubs
Newsletters, Webinars, Website, E-learning
• Club Certification (100% Goal) March 31st 2013
Attend Grant Management Seminar
Sign Club MoU
Close off /fully report on all open Grants
• Apply for District/Global Grants – 1st quarter 2013
• District Certification – Sign District MOU
• 2013-14 …… HIT THE GROUND RUNNING
129. District 7020 – Grant Procedures
• District Grants Committee Chair, DG, DGE, DRFC
Largest $ APF gross and per capita
Largest % increase in APF
• 2013 – 2014 District Grants
Maximum 50% of DDF
Up to 9 projects of approx US$5,000 DDF = US$45,000
Reserve, District Project, GSE or other = US$20,000
• Eligibility
• Club certified annually
• Up to date with their District and RI dues
• No unreported or delinquent TRF Grants
• All members give something to TRF
• Criteria
• Need assessment • Merit • Sustainability • Measurability
• Alignment w/ District and RI Goals & Six Areas of Focus
• Size and impact • Cash contribution
130. Implementation
Webinars playing a vital role….
• Attend RI - TRF Training Webinars
• District Steering Committee Communication
• Training for Future Vision Area Coordinators
• Preparation for District Meetings – DLT/PETS
• Future Vision Grant Management Seminars
• Develop new 7020 Foundation Website
131. Implementation
New D7020 Foundation Website
rotaryfoundation7020.or
g
• Developed with
Pilot Mentor District
6970 - via Webinar
• Working on
interface with
matchinggrants.org
to manage:
- Grant applications
- Document retention
- Reporting/Audit Trail
132. On JULY 1 st 2013
The Future Vision of
The Rotary Foundation
becomes
Our Rotary Foundation.
ONLY 393 DAYS FROM TODAY.
133.
134. THE
GARLAND MOORE
ROTARY District 6910 Future Vision Transition Team Chair
FOUNDATION Rotary International District 6910 Governor 2008-2009
135. THE
ROTARY FOUNDATION
Dianne
GARLAND MOORE
Cammarata
District 6910
District 6910 DRFC Chair
Future Vision RICH PANYIK
ALAN SMITH
Transition Team Chair
District 6910 District 6910
Permanent Fund Chair Transition Team
Vice Chair
136. THE
RICH PANYIK
ROTARY District 6910 Permanent Fund Chair
FOUNDATION RRFC, Zone 34, 2004-2007
Rotary International District 6910 Governor 1999-2000
137.
138. THE
DIANNE CAMMARATA
ROTARY DRFC Chair 6910
FOUNDATION Rotary International District 6910 Governor 2005-
2006
139.
140. THE
ALAN SMITH
ROTARY District 6910 Future Vision Transition Team Vice Chair
FOUNDATION Assistant District Governor
Rotary International District 6910
141.
142. THE
SALLY PLATT
ROTARY Rotary International District 6900 Grants Chair
FOUNDATION
Notes de l'éditeur
Trustee decisions further support major gift donors for specificity in their giving. A decision taken at the Trustees June 2010 meeting approved giving opportunities to the Permanent Fund for global grants. This decision allows donors to direct contributions of any size to an area of focus and the spendable earnings of these gifts will provide general support via global grants. For gifts of US$100,000 more, a special fund carrying the name of the donor, or loved one, can be established to benefit an area of focus. $250,000 or more endows a special fund and provides support to a particular area of focus and can specify a district to participate. Jamie - INSERT MENU FROM 25K TO 1 MIL FOR ENDOWED FUNDSEndowed Funds: Endowed funds require a specific threshold amount and offer the ability to create and name an endowed fund within the Permanent Fund. The fund can carry the name of the donor, or loved one, and be tracked and reported on separately (for instance, the Robert and Jane Smith Endowed Global Grant for Maternal and Child Health).Donor options vary depending upon the size and purpose of the gift commitment$25,000 Endowed FundEndows a fund that provides support –to the World Fund (spent at Trustees’ discretion) or SHARE (District Designated Fund and World Fund).$50,000 Rotary Peace Centers – General SupportEndows a fund to provide general support for Rotary Peace Centers. Additional naming opportunities are available.$100,000 Area of FocusEndows a fund that provides general support to one of six areas of focus via the Global Grant structure.$250,000 Area of Focus and District ParticipationEndows a fund that provides support to a particular Area of Focus and specifies a district to participate. The donor may also designate a specific project to support, such as a Scholarship, Vocational Training Team or Humanitarian project.$500,000 Area of Focus and Geographic LocationEndows a fund as described above and allows the donor to specify a geographic location where the funds are to be used.$1,000,000 CustomizedTailored to meet the philanthropic goals of the donor through TRF programs.US$100,000: Endows a fund to provide general support to an Area of Focus via Global GrantsUS$250,000: Endows a fund for one Area of Focus and designates a district to participateUS$500,000: Endows a fund for one Area of Focus and designates a geographic region to benefitUS$1,000,000+: Tailored to match donor interest with Foundation needs and capabilities
Most of the $95 million being raised will reside in the Permanent Fund, earnings will support the program. A smaller portion of the initiative will include term gifts to fund the program today until it can be permanently endowed.
What are some examples of recognition opportunities you provide donors in your Zones?Major Donor PinMajor Donor CrystalArch Klumph Society Pin (AKS)Arch Klumph Society (AKS) CrystalArch Klumph Induction CeremonyArch Klumph Society Dinner Major Donor Listing on the:Club Level District LevelZone LevelInternational Level Major Donor Functions on the: Club Level District LevelZone LevelInternational Level
The above ratio graph shows the difference in time and energy spent cultivating a donor depending on the gift being pursued. Smaller gifts (general Annual Fund, sustaining member, EREY, PHFs, small term gifts) the key is to educate and understand desire but to have repeated asks. Every presentation, meeting, conference, etc. should have a reference to supporting The Rotary Foundation and asking often for this support. Larger Major Gifts necessitate more cultivation and understanding of what the individual donor’s interests are. There are more meetings and coordination with the donor and the “ask” should be strategic and followed by due diligence in ensuring the donor is ready for the larger commitment and coordination through TRF as to the method of contributions (outright, bequests, endowments, etc.) This larger gifts include Peace Center endowments, Future Vision term gifts, larger gifts to the Annual Fund, larger endowments and bequests). Ultimate Major Gifts- These involve the most amount of cultivation. This includes education, coordination with spouse and financial planners, appropriate timing for the ask and significant coordination with TRF to ensure the donors wishes are met and hopefully exceeded. These large gifts are seen in the form of AKS membership, large endowments, Peace Centers, large Term Gifts for Future Vision, etc.) The ask should ideally happen only once with the donor at the time that is pre-determined and thought out. These gifts would not be asked in public or very frequently as they require much more in-depth time, experience and