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Increasing Rotary Foundation Giving
Presenters
Bryn Styles, Rotary Foundation Trustee
Colin Gershon, ARRFC Zone 32
Mac Lea...
Welcome to the webinar. To connect to audio:
In the Audio section, select:
Telephone
- or -
Mic & Speakers
To improve soun...
How to participate in the webinar
Open or close your
control panel.
If you can’t hear or others can’t
hear you, select a d...
REMINDER
All attendees will receive a link to the slides and
a recording of today’s session via email within
48 hours.
Rotary Foundation Webinars
Ron Smith, RRFC, Zone 32
Rotary Foundation Webinar Series
• Based on Survey, First in Series
• Zone 24 – 32 to support webinar series
• Future Topi...
Today’s Webinar
• Welcome & Comments Trustee Bryn Styles
• Best practices to Increase Giving
–Annual Fund
–Endowed Fund
–P...
Welcome & Thank You
Bryn Styles, Rotary Foundation Trustee
Trustee Remarks
• After Polio
• TRF Centennial - goals
• TRF Chair 2017-18
• Grant Scholars – USA
• Area of Focus Major Gi...
Increase Annual Fund Giving
Colin Gershon – ARRFC Zone 32
How does the Annual Fund benefit Rotarians?
1. Largest Source of funding of Global Grants and
Scholarships
2. Exclusive So...
Where are We Now ?
Year Zone 32 Zone 24 World
2015 - 16 YTD $1.34m (+4%) $2.11m (-10%) $53.69m (-3%)
2015-16 GOAL $3.59m (...
Key Points
To Build & Maintain Rotary Foundation engagement…
 Educate
 Plan
 Celebrate
Educate
 Organize and train knowledgeable Foundation team
Though webinars, Foundation seminars, PETS, District
Assembly, ...
Educate
 Key Message No. 1 – The Foundation is very effective
and highly regarded in “saving and changing lives”
 Highly...
Educate
• Key Message No. 2: Clubs obtain significant funds
from the Foundation for scholars they sponsor and for
their pr...
Educate
Vocational Training Teams… in Uganda
Educate
 Key message No. 3: Inform Rotarians on recognitions
provided by Foundation for financial support by clubs
and in...
 Using a strong District
Foundation Committee
and other knowledgeable
Rotarians in district,
reach out to Clubs and
suppo...
Planning A District Committee
Plan & Communicate
 Have the Foundation team make presentations to ALL
clubs during Foundation Month in November
 Use sp...
Plan & Communicate
 Assist Clubs in Setting Goals
 Annual Giving, Polio Plus, Endowment Fund
 EREY
 Rotary Direct
 Pa...
Setting Goals in Club Central
Annual Fund Goal Reporting
PolioPlus and Major Gift Goal Reporting
Measuring Using Rotary Foundation Reports
Rotary Foundation Reports
Plan & Communicate
 Regularly communicate with Club Foundation Chairs –
especially providing timely assistance to grant
a...
 Provide PH recognition matching point incentives
(district, clubs, members)
 Promote plans for recurring giving
 Rotar...
Celebrate & Recognize !
 Present Paul Harris Fellows and other awards
thoughtfully & publicly
 Hold special events for h...
Rotary.org/showcase
Celebrate & Recognize !
• Dress-a-Child project
Annual Fund Giving
Increase giving will make
more funds available for
district grants, global grants
and other DDF eligibl...
Increase Endowment Fund Giving
Mac Leask –E/MGA Zone 32
District Endowment Major Gifts Committees
Best Practices
Committee Goals
 Identify potential donors
 Educate Rotary Club members about the work of the
Foundation
 Cultivate pot...
Committee Goals
 Create cultivation strategies for every
potential major giver based on the
potential donors’ goals
 Inv...
Committee Goals
 Promote the Gift & Estate Planning Professionals (GEPP)
and educate about Rotary’s Endowment Fund
 Cons...
Organize District Endowment Major Gifts Committee
Characteristics of potential committee members…
 Past District Governor...
Best Practices
 Train EMG Committee Members and District Leaders
 Regular visits to assigned Rotary Clubs by Committee
M...
Best Practices
 Encourage all Rotarians to have a will (Good Program for a
Club)
 Hold Fireside Chats for groups of pros...
Best Practices
 Work closely with your Major Gift Officer & Endowment/Major
Gifts Advisor
 Plan and Organize a visit to ...
Help is Available…
 Training for the Endowment Major Gifts (EMG) Committee is
available in your district
 E/MGAs & MGOs ...
Planned Giving Website
Planned Giving Website
We are here to help you
Endowment/Major Gifts Advisor, Zone 32
John M. “Mac” Leask, Rotary Club of Fairfield, Connecticut,...
We are here to help you
Endowment/Major Gifts Advisor, Zone 24W
Chris Offer, Rotary Club of Ladner, BC, CANADA
(604) 940-9...
Increase PolioPlus Giving
Carol Toomey – EPNC Zone 32
To Finish Polio Off for Good
• Inform
• Set & Monitor Goals
• Advocacy
• Share Successes
• Thank and Honor
• Don’t forget ...
Inform
• Keep eradication efforts in the “news”
• Make everyone aware of Milestones
• Remind Rotarians of the Promise to t...
Public Fundraising & Public Image
Great News !
Set Goals
• Encourage clubs to set a goal for $1500 per year and
share progress
• Districts need to know the DDF will be m...
Advocacy
• Governments of the have committed more than US$8B
• US in 2015 has approved $228 million for CDC & USAID
• Cana...
Good Advocacy & Public Image
End Polio Now Fundraising Campaign
• YTD- 31 December 2014 US$17,341,000
• YTD 31 December 2015 US$15,733,000
– Cash US $1...
El Tour de Tuscon
• Raised awareness
• Raised $4.4 M US with 2:1 Gates match over $13.5 M
Rotary’s Contribution to Polio Eradication
• As of 30 November 2015 Rotary committed US$1.542
Billion to Polio Eradication
Share Successes and Encourage New Ideas
• Polio at UN Day
• Purple Pinky Day
• Fundraisers increase polio dollars AND awar...
Thank and Honor Those Who Give
• Certificates from Zone but districts can do their own
• Clubs who contribute should be th...
We are here to help you
We are here to help you
Q & A with AGO Chris Boyce
Best Practices to Improve Foundation Giving
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Best Practices to Improve Foundation Giving

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During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary

Published in: Government & Nonprofit

Best Practices to Improve Foundation Giving

  1. 1. Increasing Rotary Foundation Giving Presenters Bryn Styles, Rotary Foundation Trustee Colin Gershon, ARRFC Zone 32 Mac Leask, E/MGA Zone 32 Carol Toomey, EPNC Zone 32 Moderator Ron Smith, RRFC Q&A Chris Boyce, AGO Rotary Foundation Webinar Zones 24 - 32
  2. 2. Welcome to the webinar. To connect to audio: In the Audio section, select: Telephone - or - Mic & Speakers To improve sound quality, please close all unnecessary programs such as email, MS Office, etc. If you have a cellular device, please move it away from your computer.
  3. 3. How to participate in the webinar Open or close your control panel. If you can’t hear or others can’t hear you, select a different mic or speaker option on your computer. During the presentation you may ask a question or give an answer to a question by raising your hand. Use the question pod to type in your name and where you are in the world.
  4. 4. REMINDER All attendees will receive a link to the slides and a recording of today’s session via email within 48 hours.
  5. 5. Rotary Foundation Webinars Ron Smith, RRFC, Zone 32
  6. 6. Rotary Foundation Webinar Series • Based on Survey, First in Series • Zone 24 – 32 to support webinar series • Future Topics – Strategic Planning using Rotary Foundation Reports – District Foundation Committees & Club Foundation Chairs – Managing Grant & Passing Audit – Developing and Implementing Global Grants – District Grant Policies & Procedures • Today’s Webinar
  7. 7. Today’s Webinar • Welcome & Comments Trustee Bryn Styles • Best practices to Increase Giving –Annual Fund –Endowed Fund –PolioPlus • Question & Answers
  8. 8. Welcome & Thank You Bryn Styles, Rotary Foundation Trustee
  9. 9. Trustee Remarks • After Polio • TRF Centennial - goals • TRF Chair 2017-18 • Grant Scholars – USA • Area of Focus Major Gift Initiative - Water & Sanitation • Rotary Direct • 100% Foundation Giving Club (banner recognition)
  10. 10. Increase Annual Fund Giving Colin Gershon – ARRFC Zone 32
  11. 11. How does the Annual Fund benefit Rotarians? 1. Largest Source of funding of Global Grants and Scholarships 2. Exclusive Source of funding of District Grants 3. Supplements, at District’s options, End Polio Now and Peace Center Programs.
  12. 12. Where are We Now ? Year Zone 32 Zone 24 World 2015 - 16 YTD $1.34m (+4%) $2.11m (-10%) $53.69m (-3%) 2015-16 GOAL $3.59m (+6%) $4.89m (+5%) $130m (+5%) 2014-15 YTD $1.28m $2.36m $55.48m 2014-15 Actual $3.39m $4.68m $123.3m Annual Fund Giving - Summary *As of December 31, 2015
  13. 13. Key Points To Build & Maintain Rotary Foundation engagement…  Educate  Plan  Celebrate
  14. 14. Educate  Organize and train knowledgeable Foundation team Though webinars, Foundation seminars, PETS, District Assembly, District’s Foundation team develops expertise to bring motivational message to clubs.
  15. 15. Educate  Key Message No. 1 – The Foundation is very effective and highly regarded in “saving and changing lives”  Highly successful polio eradication campaign  Peace Centers & Scholars  Worldwide humanitarian grants organized through clubs in five areas of focus.
  16. 16. Educate • Key Message No. 2: Clubs obtain significant funds from the Foundation for scholars they sponsor and for their projects, both local and worldwide – – thus EXPANDING THE SIZE AND IMPACT OF PROJECTS. Increased Annual Fund Giving leads to allows districts and the Rotary Foundation to give larger matches. – The Foundation is not just a recipient of Rotarian funds
  17. 17. Educate Vocational Training Teams… in Uganda
  18. 18. Educate  Key message No. 3: Inform Rotarians on recognitions provided by Foundation for financial support by clubs and individual Rotarians (e.g. EREY clubs, Paul Harris Fellowships, Paul Harris Society, Major Donor, etc.)  Developing a club tradition of attaining status as EREY club status or even higher level. o Recognizing Paul Harris Fellows and higher programs a club dinners or on club banners
  19. 19.  Using a strong District Foundation Committee and other knowledgeable Rotarians in district, reach out to Clubs and support Club Foundation Chairs Plan & Communicate
  20. 20. Planning A District Committee
  21. 21. Plan & Communicate  Have the Foundation team make presentations to ALL clubs during Foundation Month in November  Use speakers bureau for club meetings  District Foundation Committee members  Rotary Foundation Alumni  Project recipients both local and from around the world (in person and through use of Skype)
  22. 22. Plan & Communicate  Assist Clubs in Setting Goals  Annual Giving, Polio Plus, Endowment Fund  EREY  Rotary Direct  Paul Harris Society  Measure  Club Goals in Club Central  Monitor Club Central  Review Rotary Foundation Reports
  23. 23. Setting Goals in Club Central
  24. 24. Annual Fund Goal Reporting
  25. 25. PolioPlus and Major Gift Goal Reporting
  26. 26. Measuring Using Rotary Foundation Reports
  27. 27. Rotary Foundation Reports
  28. 28. Plan & Communicate  Regularly communicate with Club Foundation Chairs – especially providing timely assistance to grant applications and notice of grant and scholarship opportunities.
  29. 29.  Provide PH recognition matching point incentives (district, clubs, members)  Promote plans for recurring giving  Rotary Direct  Paul Harris Society  Provide clubs with opportunities to be involved in grants Plan & Communicate
  30. 30. Celebrate & Recognize !  Present Paul Harris Fellows and other awards thoughtfully & publicly  Hold special events for high-dollar donors (PHS, Major Donor, Arch Klumph Society)  Explain how District Designated Funds (DDF) is used in projects  Publicize outcomes !
  31. 31. Rotary.org/showcase
  32. 32. Celebrate & Recognize ! • Dress-a-Child project
  33. 33. Annual Fund Giving Increase giving will make more funds available for district grants, global grants and other DDF eligible programs… “to do good in the world”
  34. 34. Increase Endowment Fund Giving Mac Leask –E/MGA Zone 32
  35. 35. District Endowment Major Gifts Committees Best Practices
  36. 36. Committee Goals  Identify potential donors  Educate Rotary Club members about the work of the Foundation  Cultivate potential donors  Learn their needs & goals  Educate them about the Foundation  Educate them about ways to give
  37. 37. Committee Goals  Create cultivation strategies for every potential major giver based on the potential donors’ goals  Involve Bequest Society members and Major Donors in Foundation activities
  38. 38. Committee Goals  Promote the Gift & Estate Planning Professionals (GEPP) and educate about Rotary’s Endowment Fund  Consider becoming a Bequest Society Member or Major Donor-Lead by example
  39. 39. Organize District Endowment Major Gifts Committee Characteristics of potential committee members…  Past District Governors and Assistant Governors  Respected District /Area Leaders willing to visit clubs and meet with individual Rotarians as appropriate  Good Communicators  Major Donors/Bequest Society members  Paul Harris Society members  Gift and Estate Planning Professionals
  40. 40. Best Practices  Train EMG Committee Members and District Leaders  Regular visits to assigned Rotary Clubs by Committee Members  Encourage each Committee Member to develop Prospect Lists  Promote membership in the Gift & Estate Planning Professionals (GEPP) Group
  41. 41. Best Practices  Encourage all Rotarians to have a will (Good Program for a Club)  Hold Fireside Chats for groups of prospects
  42. 42. Best Practices  Work closely with your Major Gift Officer & Endowment/Major Gifts Advisor  Plan and Organize a visit to your District by the MGO & EMGA  Hold a donor-centric Million Dollar Campaign that encourages Gifts & Bequests to Our Rotary Foundation
  43. 43. Help is Available…  Training for the Endowment Major Gifts (EMG) Committee is available in your district  E/MGAs & MGOs that serve as your resources in Zone 24 & 32  Brochures and flyers available for free from Rotary to help you: shop.rotary.org  www.rotary.org/plannedgiving - Filing Cabinet A-Z
  44. 44. Planned Giving Website
  45. 45. Planned Giving Website
  46. 46. We are here to help you Endowment/Major Gifts Advisor, Zone 32 John M. “Mac” Leask, Rotary Club of Fairfield, Connecticut, USA (203) 520-1274 mac@leask.com Major Gifts Officer, Zone 32 Jenna Archuleta, Rotary Staff Member (847) 424-5251 jenna.archuleta@rotary.org
  47. 47. We are here to help you Endowment/Major Gifts Advisor, Zone 24W Chris Offer, Rotary Club of Ladner, BC, CANADA (604) 940-9365 ChrisOffer@live.ca Endowment/Major Gifts Advisor, Zone 24E Richard Levert, Rotary Club of Sudbury, ON, CANADA (705) 691-6333 richardlevert@levert.ca Major Gifts Officer, Zone 24 Carolyn Ferguson, Rotary Staff Member (847) 866-3447 carolyn.ferguson@rotary.org
  48. 48. Increase PolioPlus Giving Carol Toomey – EPNC Zone 32
  49. 49. To Finish Polio Off for Good • Inform • Set & Monitor Goals • Advocacy • Share Successes • Thank and Honor • Don’t forget the ask
  50. 50. Inform • Keep eradication efforts in the “news” • Make everyone aware of Milestones • Remind Rotarians of the Promise to the Children of the World • Bring awareness that polio still exists • Be a speaker in local schools and other social groups • Share successes on social media
  51. 51. Public Fundraising & Public Image
  52. 52. Great News !
  53. 53. Set Goals • Encourage clubs to set a goal for $1500 per year and share progress • Districts need to know the DDF will be matched 50 cents to the dollar before the Gates Foundation match. 20% of DDF is a great goal • Encourage Clubs to hold events on February 23 and October 24
  54. 54. Advocacy • Governments of the have committed more than US$8B • US in 2015 has approved $228 million for CDC & USAID • Canada has committed 2013-2018 US$402M • Thank officials and maintain awareness • Arrange World Polio Day Proclamations
  55. 55. Good Advocacy & Public Image
  56. 56. End Polio Now Fundraising Campaign • YTD- 31 December 2014 US$17,341,000 • YTD 31 December 2015 US$15,733,000 – Cash US $11,036,000 – DDF US $3,122,000 – WF Match US $1,575,000
  57. 57. El Tour de Tuscon • Raised awareness • Raised $4.4 M US with 2:1 Gates match over $13.5 M
  58. 58. Rotary’s Contribution to Polio Eradication • As of 30 November 2015 Rotary committed US$1.542 Billion to Polio Eradication
  59. 59. Share Successes and Encourage New Ideas • Polio at UN Day • Purple Pinky Day • Fundraisers increase polio dollars AND awareness • Examples: – Polar Plunge District 7930 raised $125,000 last year – Example: District 7910 went to schools for Purple Pinky Day – Zone 32 collects squares for a Promise Quilt
  60. 60. Thank and Honor Those Who Give • Certificates from Zone but districts can do their own • Clubs who contribute should be thanked in public • Goals achieved should be celebrated • ASK for help. Clubs and districts sometimes need reminding of where they are in achieving their goals.
  61. 61. We are here to help you
  62. 62. We are here to help you
  63. 63. Q & A with AGO Chris Boyce

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