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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 Gift Strategies for Rotarian Fundraisers| 2
Chris Offer, Past District GovernorChris Of...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 3
Dr. Ravi Vadlamani, Past District Governor
...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 4
Stephanie Urchick, Rotary Foundation Truste...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 5
Firoz Peera, Endowment/Major Gift Adviser
•...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 6
Ekkehart Pandel, Endowment Major Gift Advis...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 7
What is the Endowment Fund?
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 8
Top 5 Countries for Major Gifts 2012-13
  N...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 9
Identifying Donors
 Use TRF reports on Rot...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 10
Cultivate Donors
 Meet donor’s needs and ...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 11
Solicitation
 Who best to ask for gift?
...
Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 12
Stewardship
 Present meaningful recogniti...
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Taking it to the next level major gifts

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  • 2017 $1 Billion
  • One brief personal story to illustrate
  • One brief personal story to illustrate
  • One brief personal story to illustrate
  • One brief personal story to illustrate.
  • Transcript of "Taking it to the next level major gifts"

    1. 1. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers Chris Offer Moderator 2 June 2014
    2. 2. 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
    3. 3. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 3 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
    4. 4. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 4 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
    5. 5. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 5 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
    6. 6. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 6 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
    7. 7. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 7 What is the Endowment Fund?
    8. 8. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 8 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%
    9. 9. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 9 Identifying Donors  Use TRF reports on Rotary Club Central  Local knowledge/Rotarian connections  Rotary Passion  What major gifts have they given to other charities?
    10. 10. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 10 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
    11. 11. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 11 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
    12. 12. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 12 Stewardship  Present meaningful recognition  Recognize at district events  Recognize on district website, directory  Keep informed  A short story of success
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