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Major Gifts and the Endowment Fund

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Major Gifts and the Endowment Fund

  1. 1. 2013 RI CONVENTIONMajor Gifts and Rotary’s EndowmentThrough generous individualcontributions, Rotary funds sustainableprojects that help address the world‟sgreatest needs.
  2. 2. 2013 RI CONVENTIONStephen R. BrownVice Chair, The RotaryFoundation (2010-14)Rotary Club of La Jolla GoldenTriangle, California, USAMODERATOR
  3. 3. 2013 RI CONVENTIONEVERY ROTARIAN, EVERY YEAR WORKSHOPGreg PoddRotary International Director-Elect (2014-16)Rotary Club of Evergreen, CO.USAPANELIST
  4. 4. 2013 RI CONVENTIONEVERY ROTARIAN, EVERY YEAR WORKSHOPGianni JandoloEndowment/Major Gift Advisor(2013-14)Zone 12, 13b & 19(p)Rotary Club of San Donato MilaneseItalyPANELIST
  5. 5. 2013 RI CONVENTIONEVERY ROTARIAN, EVERY YEAR WORKSHOPYinka BabalolaRegional Rotary FoundationCoordinator (2012-14)-Zone 20Rotary Club of Trans AmadiNigeriaPANELIST
  6. 6. 2013 RI CONVENTIONEVERY ROTARIAN, EVERY YEAR WORKSHOPChris OfferRotary Peace Centers-Major GiftInitiative Committee Member(2012-14)Rotary Club of Ladner, B.C.CanadaPANELIST
  7. 7. 2013 RI CONVENTION*NEW-The Rotary Foundation’s FundDevelopment CommitteeChair: Trustee Stephen R. Brown, USAVice Chair: Trustee Stephanie A. Urchick, USAMembers:Trustee Jackson S.L. Hsieh, TaiwanPDG -Louis A. Johnson, AustraliaRI Director- Shekhar Mehta, IndiaPast RI Director- Paul A. Netzel, USAPast RI Director- Ekkehart Pandel, GermanyRRFC -D. Brent Williams, USAPDG-Chang-Gon Yim, Korea
  8. 8. 2013 RI CONVENTION*New- Endowment/Major Gift Advisors• Endowment /Major Gift Advisors assist with theidentification, cultivation, and solicitation of gifts inthe amount of $25,000 or more including gifts to theRotary Foundation‟s Endowment• Forty-one E/MGA‟s globally
  9. 9. 2013 RI CONVENTION*New- Endowment/Major Gift Advisors• They will work with zone and district leadership tohelp with training and to assist districts to putsystems in place for the identification, cultivationsolicitation of gifts and to follow up with appropriate“thank you” communications.• They will help identify Rotarian professionals whocan work with Rotarians in structuring gifts to theFoundation.
  10. 10. 2013 RI CONVENTIONTopics:Major Gifts OutrightPledgesGifts of Real EstatePANELIST: E/MGA Gianni Jandolo
  11. 11. 2013 RI CONVENTION• Major gifts of $10,000 USD or more provide crucialsupport for Rotary‟s programs and can be fundedthrough:• Appreciated securities• $10,000 or greater Major gift pledge• Cash• Real estate• Life income agreements• Estate or other planned giftsWays to make a major gift
  12. 12. 2013 RI CONVENTION• Annual Fund• PolioPlus• Rotary’s Endowment FundGlobal GrantsRotary Peace Centers• Term GiftsGlobal GrantsRotary Peace CentersWays of Giving
  13. 13. 2013 RI CONVENTIONTopic:Endowed and TermGifts to an Area ofFocusPANELIST: RRFC Yinka BabalolaPeace & ConflictResolution/PreventionDisease Prevention &TreatmentWater & SanitationBasic Education & LiteracyChild & Maternal HealthEconomic & CommunityDevelopment
  14. 14. 2013 RI CONVENTION• Formerly known as the Permanent Fund• Gifts can be made today, or in the future (Bequest)• Spendable earnings directed to programs• Can establish special fund in donor‟s name• The larger the gift, the more specificity affordedRotary’s Endowment Fund
  15. 15. 2013 RI CONVENTION• Any contribution: area of focus pooled fund• US$100,000+: area of focus donor-namedgeneral support fund• US$250,000+: area of focus & districtparticipation• US$500,000+: area of focus & geographicregion• US$1,000,000+: Tailored to match donorinterest within Foundation mission/guidelinesRotary’s Endowment-Global Grants
  16. 16. 2013 RI CONVENTION• Spent in short time frame• Spent entirely on the program• The larger the gift, the more specificity• Grants can carry the donor‟s nameTerm Gifts
  17. 17. 2013 RI CONVENTIONUS$15,000: choose area of focus• Gift used worldwide• Essentially replaces World Fund• Donors receive report on grantUS$30,000: choose area of focus & district• Provides „free‟ grant to district• District can leverage & build larger grantTerm Gifts-Global Grants
  18. 18. 2013 RI CONVENTIONTopics:The Rotary PeaceCenters Major GiftInitiativeThe Arch C. KlumphSociety (AKS)PANELIST: RPCMGI Chris Offer
  19. 19. 2013 RI CONVENTION• $25,000 or more provides general support• $100,000 endows an annual seminar• $250,000 endows a fellowship for one professionaldevelopment certificate student approximately everyyear• $500,000 endows a fellowship for one master‟sdegree student approximately every three to fouryearsEndowed Rotary Peace Centers gift options
  20. 20. 2013 RI CONVENTION• $750,000 endows a fellowship for one master‟sdegree student approximately every two to threeyears• $1 million endows one visiting lecturerapproximately each year• $1.5 million endows a fellowship for one master‟sdegree student approximately every yearEndowed Rotary Peace Centers gift options
  21. 21. 2013 RI CONVENTIONUS$250,000 – Arch C. Klumph Society Level FiveTrustees CircleUS$500,000 – Arch C. Klumph Society Level SixChair‟s CircleUS$1,000,000+ Arch C. Klumph Society LevelSeven-Foundation CircleArch C. Klumph Society Donor Recognition
  22. 22. 2013 RI CONVENTIONTopics:Bequest GiftCommitmentsGift & EstatePlanningProfessionals Group(GEPP)PANELIST: RID Elect Greg Podd
  23. 23. 2013 RI CONVENTIONA Bequest Societymember is an individualor couple that has made aprovision in their estateplan to gift a minimumUS $10,000 to TheRotary Foundation.Bequest Gift Commitments- Your Rotary Legacy
  24. 24. 2013 RI CONVENTION• Will or Living trust• Charitable remaindertrust• Retirementplan/IRA/401(k)/• Life insurance• Donor advised fund• OtherA Bequest can be funded by:
  25. 25. 2013 RI CONVENTIONWithin the Rotary Endowment, your bequest gift canbe designated to:• World Fund• SHARE• An Area of Focus• Rotary Peace CentersBequest Gift Commitments- Gift Designation
  26. 26. 2013 RI CONVENTION• Discuss your estate plans with your spouse and children• Become a Benefactor or Bequest Society member• Talk with your financial planner about the benefits ofPlanned Giving• Contact Planned Giving staff at TRF to discuss specificsabout your estate planning situationWhat Every Rotarian can do:
  27. 27. 2013 RI CONVENTIONThe Gift and Estate Planning Professionals Group(GEPP) is a network of Rotarian gift and estateplanning professionals who volunteer to promoteplanned giving options to their clients and localRotarians.Gift & Estate Planning Professionals Group (GEPP)
  28. 28. 2013 RI CONVENTION• Contact your Regional Rotary FoundationCoordinator and district leadership• Talk to your zone‟s Endowed/Major Gift Advisorand/or Major Gifts Officer• Contact your international officeFor Additional Information: