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Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers Chris Offer Moderator 2 June 2014

Taking it to the next level major gifts

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Page 1: Taking it to the next level   major gifts

Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers

Chris OfferModerator 2 June 2014

Page 2: Taking it to the next level   major gifts

Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 2

Chris Offer, Past District GovernorChris Offer, Past District Governor

• Rotary Club of Ladner (Delta), Canada, District 5040

• Member Rotary Peace Centers Major Gift

Committee

• EMGA (Endowment Major Gift Advisor) Zone 24 –

2014-15

• Past Regional Rotary Foundation Coordinator Zone

24

• Past Chair RI Membership Committee

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Dr. Ravi Vadlamani, Past District Governor

• Rotary Club of Gunter, India, District 3150

• Endowment/Major Gift Adviser

• Assistant Regional Rotary Foundation Coordinator

• Member, Audit Committee Rotary International

• International Training Leader 2014

• Major Donor Level 4

• Recipient of Service Above Self and Distinguished Service Award

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Stephanie Urchick, Rotary Foundation Trustee

• Rotary Club of Canonsburg Houston Southpointe, District 7330

• Rotary Foundation Trustee, 2012-2014

• Vice Chair, TRF Fund Development

Committee, 2013-14

• Member, Rotary Peace Centers Major Gifts

Initiative Committee, 2014-2015

• Co-chair, Western Pennsylvania (USA) Million

Dollar Dinner, November, 2013

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Firoz Peera, Endowment/Major Gift Adviser

• Rotary Club of Ballantyne, USA, District 7680

• Zone 33 E/MGA - 2013-15

• Zone 33 Million Dollar Dinner Chair - 2013-14

• District Rotary Foundation Chair - 2011-14

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Ekkehart Pandel, Endowment Major Gift Adviser

• Rotary Club of Bückeburg, Germany, District

1800

• RI Director 2009-2011

• E/MGA Zone 14 and part of 19, 2013 -2015

• Member of Fund Development Committee

2013-2014

• Member International PolioPlus Committee

2014-2015

• Member RPCMGI Committee 2013-2015

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What is the Endowment Fund?

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Top 5 Countries for Major Gifts 2012-13

  Number of New Major Gifts

Percentage Change from

2011-12

Amount of New Major Gifts

Percentage Change from

2011-12

1. USA* 277 -5.1% $16.1 million 1.1%

2. India 140 -18% $3.7 million -41%

3. Taiwan 113 14% $2.6 million -28%

4. Japan 68 4.6% $2.0 million 40%

5.  Korea 55 10% $2.1 million 17%

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Identifying Donors

Use TRF reports on Rotary Club Central

Local knowledge/Rotarian connections Rotary Passion What major gifts have they given to

other charities?

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Cultivate Donors

Meet donor’s needs and interests Planning giving opportunities Invite to special events Keep informed- Teach, Don’t Sell Serve on committee in club or district

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Solicitation

Who best to ask for gift? When, where and how to ask? Connections-who? Named gift opportunities Right person, right time, right gift Example of successful ASK

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Stewardship

Present meaningful recognition Recognize at district events Recognize on district website,

directory Keep informed A short story of success