Achieving Fundraising Success
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View the recording: https://vimeo.com/166403176/ The Rotary Foundation helps Rotarians do good in their communities and around the world. Join Rotary staff as they share volunteer tips for fundraising, helping your club to do more good around the world.
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Achieving Fundraising Success
- 1. ACHIEVING FUNDRAISING SUCCESS 12 May 2016 10:00 – 10:30 CDT
- 2. ACHIEVING FUNDRAISING SUCCESS | 2 LEARNING OBJECTIVES: • Have a greater understanding of The Rotary Foundation (TRF) • Learn more about the TRF Centennial • Access resources to promote TRF
- 3. ACHIEVING FUNDRAISING SUCCESS | 3 WHAT IS THE ROTARY FOUNDATION?
- 4. ACHIEVING FUNDRAISING SUCCESS| 4 FUNDS OF THE ROTARY FOUNDATION Endowment Fund Annual Fund PolioPlus Fund
- 5. ACHIEVING FUNDRAISING SUCCESS| 5 $224 million in total program spending 2014-15 FOUNDATION GRANTS
- 6. THE ROTARY FOUNDATION | 6 TOP RATINGS 4 Stars from Charity Navigator A+ from American Institute of Philanthropy Full accreditation from the Wise Giving Alliance of the Better Business Bureau
- 7. ACHIEVING FUNDRAISING SUCCESS| 7 FOUR STEPS TO FUNDRAISING SUCCESS
- 8. ACHIEVING FUNDRAISING SUCCESS | 8 SET GOALS IN ROTARY CLUB CENTRAL
- 9. ACHIEVING FUNDRAISING SUCCESS | 9 EDUCATE OTHERS • Show videos • Invite TRF alumni to be speakers and Rotarians • Give updates • Share a Foundation story • Recognize and thank existing donors
- 10. ACHIEVING FUNDRAISING SUCCESS | 10 GENERATE SUPPORT • Lead by example • Ask! • Matching points challenge • Host a fundraiser • Get involved
- 11. THE ROTARY FOUNDATION | 1 1 THE ROTARY FOUNDATION IS TURNING 100! Celebrating Doing Good in the World
- 12. ACHIEVING FUNDRAISING SUCCESS | 12 CELEBRATE ROTARY • Organize an alumni reunion or local seminar • Do a special district grant project • Host a fundraiser • Encourage everyone to give • Take your giving to the next level
- 13. ACHIEVING FUNDRAISING SUCESS | 13 Questions?
- 14. ACHIEVING FUNDRAISING SUCCESS | 14 RESOURCES • Club Fundraising Analysis report • shop.rotary.org to order Foundation materials • The Rotary Foundation Reference Guide (219) • TRF Centennial Toolkit www.rotary.org/foundation100 • June Rotarian Magazine • Rotary’s Support Center 1-866-9-ROTARY, rotarysupportcenter@rotary.org
- 15. ACHIEVING FUNDRAISING SUCCESS | 15 ACTION ITEMS • Share what you’ve learned • Use one of these ideas in your club • Promote giving to The Rotary Foundation • Support the Foundation yourself
- 16. ACHIEVING FUNDRAISING SUCCESS | 16 THANK YOU! www.rotary.org/give
Editor's Notes
- MODERATOR Today we’re going to discuss strategies about how clubs and districts can achieve fundraising success. We’ve reached out to the areas that we work with across the US and Canada to learn what works best and we’ll also share our perspective based on experience and data from TRF headquarters. We will cover many topics in our short time together today but we hope that you will be able to come away with a greater understanding of The Rotary Foundation, learn more information about how to celebrate, support , and promote the TRF Centennial and also come away with some resources about the foundation that may be new to you.
- At the 1917 convention, outgoing RI President Arch C. Klumph proposed to set up an endowment “for the purpose of doing good in the world.” In 1928, it was renamed The Rotary Foundation, and it became a distinct entity within Rotary International. It is supported solely by voluntary contributions from Rotarians (like you) and friends of your Foundation who share its vision of a better world. Gifts to The Rotary Foundation funds high impact, sustainable solutions to pressing needs around the world -- through projects directed by Rotarians. That means you and your fellow members are the best equipped ambassadors of the Foundation.
- The Rotary Foundation is the charitable arm of Rotary International. Like I said, it’s function is to fund the projects and programs of Rotarians around the world. The Rotary Foundation has three separate and distinct funds so that donors can align their philanthropic goals with our programs. The PolioPlus fund works to support polio eradication. This is 30th year that Rotarians have fought to end polio and the end is within sight. Because of your continued support, we along with our global partners hope to see in the next three years, a certified polio-free world. But your support is needed now, more than ever, to make that happen. Our Endowment Fund support Rotary’s future. To date, our Endowment’s net assets plus expectancies exceed $1 billion. There are many ways that donors can support the Endowment fund but one of the easiest ways is to make a Bequest. Projects that you work on today are possible through support of The Annual Fund. Gifts to the Annual Fund are invested for three years. At the end of three years, half the funds raised in the district come back in the form of DDF, or District Designated Funds, which support projects locally and globally. The other half goes into the World Fund which also supports programs of The Rotary Foundation and is the source for your Global Grants match.
- Since the Foundation started in 1917, we have spent over $3 billion dollars to make the world a better place. Last year alone, 224 Million dollars were dispersed by the Rotary Foundation. This included 1078 global grants around the word supporting projects like: Training students in South Korea through a mentorship program which teaches students how to cultivate crops, learn how to grow crops indoors, and sell vegetable to businesses. Bringing clean water to 30 villages across Ghana. Partnering with Autonomy, Liberation Through Movement (ALEM) a nonprofit in Mexico to help disabled employees build, design, and repair wheelchairs. Rotarians also made an impact locally through over 400 district grants worldwide.
- A question that many donor’s have is “How much am I actually supporting programs when I give to The Rotary Foundation?” In 2015, The Rotary Foundation earned a top rating of four stars from Charity Navigator, the leading evaluator in the United States for nonprofits, in recognition of our exceptional performance, accountability and transparency. This places Rotary in the top 2 percent of U.S.-based charities for the past eight years in a row. That is something to be proud of.
- After hearing about everything that Rotary’s impact is doing on a global scale, you probably have lots of questions about how your club can better participate in and support The Rotary Foundation.
- Our first tip is to set goals. Clubs that set fundraising goals are 110% more likely to support TRF than clubs that don’t. It’s now easier than ever to set your goals by using Rotary Club Central accessed through rotary.org By entering your goals into Rotary Club Central, they automatically become part of the Club Fundraising Analysis report. This is a great tool that you and your Club Foundation Chair can use to keep you on track with the presidential citation’s giving goals. Club and district leadership can access this report, which shows a five year giving history for your club, through My Rotary. Goal setting doesn’t need to be boring or feel like a chore. If you set a challenge goal for next year, come up with a creative way to celebrate your giving milestones as a club. Have a party or host a social gathering at a club members house where you can engage in fellowship and celebrate your successes!
- There are many ways to educate club members about The Rotary Foundation. Here are just a few of our favorites. Host a video party, in effort to recruit new donors for Rotary. Host the party at your home, invite family, friends and other club members who may be interested in giving to Rotary. Make sure you have brochures and donation forms. Perhaps you can iinvite a couple existing donors to share why they support the Foundation Invite TRF alumni to speak to your club about how their experience changed their life and the work they accomplished. Then be sure to take a moment to educate the club that the alum was only able to have that experience thanks to your club’s support of the Annual Fund. Provide an update on what past contributions to Rotary have accomplished to your donors on a regular basis. Giving to the Foundation is an investment in the future and by talking to donors like investors, you’ll help educate them. Stories from donors, beneficiaries and grant participants can be very powerful. I believe that once donors realize the impact of their contribution, they will give more. Giving testimonials and storytelling are excellent tools that not only educate but inspire others to become donors or increase their Foundation gifts. Recognize donors that have given in the past at various levels. This will help you educate potential donors about different recognition levels and perhaps inspire them to contribute at that level in the future!
- We get asked all the time how clubs can generate support for our Foundation. Here are few steps that will get your club on the right track. 1. Lead by example and consider making your first gift to the Foundation early in the Rotary year. Rotarians are motivated by service above self! Contributing to your Rotary Foundation each and every year is demonstrating your commitment to “Service above Self” and a commitment to helping those in need. Plus its easier to ask someone to support the Foundation when your dedication and service is apparent. 2. Ask others to give. The number one reason people do not support the Foundation is because nobody has asked them to. Don’t be afraid to ask others to support The Foundation. If you’ve educated them about what their gift can accomplish, they should be delighted to join you in your support. 3. Does your club have unused recognition points? Run a Paul Harris Fellow matching points challenge to stimulate some competition amongst club members or get you closer to maybe becoming a 100% PHF club. 4. Host a fundraiser and donate proceeds to The Rotary Foundation. 5. Get involved in a Rotary Foundation project. Once your club members see what the Foundation can accomplish, they’ll be happy to support the cause.
- The 2016-17 year is your year to make a huge difference in the world. You are part of something special because The Rotary Foundation is turning 100! We will be celebrating doing good in the world for the entire 2016-17 year.
- Here are some ideas for how you and your club can celebrate how the Rotary Foundation has been transforming the world since 1917. Feel free to adapt any of these ideas, combine them, or come up with an idea of your own. Or pool your resources with neighboring clubs to organize a larger event. Organize a Foundation alumni reunion, inviting past Rotary Scholars and Group Study Exchange and vocational training team members. Recognize the alum from the earliest participation year. Organize a seminar with local experts discussing one or more of Rotary’s six areas of focus. Conduct a needs assessment in your community and use the results to develop a centennial district grant project, such as tutoring at-risk students, promoting vaccinations, or developing anti-bullying programs. This centennial year is the perfect time to tell your community about The Rotary Foundation. As you mark the occasion, be sure to prominently display your club name and The Rotary Foundation centennial logo on any signage. In addition, share your photos and stories on your social media pages using #TRF100. Encourage every member in your club to at least contribute $26.50 in honor of the first gift to the Foundation. Take your own giving to the next level: give a special gift in honor of the centennial, become a Paul Harris Fellow, join the Paul Harris Society, or become a major donor.
- We’re taking questions now from you. We have several hundred on the line today so if we’re not able to address your question at this time, we’ll do our best to follow up with you after the webinar.
- Moderator The Club Fundraising Analysis report which was mentioned several slides ago is a great report that gives a 5 year giving history of your club’s support of The Rotary Foundation. Again, it can be found on my rotary along with a handful of other useful Foundation reports. Be sure to order all official publications at shop.rotary.org, including the ever popular Rotary Foundation Reference Guide. Your go to place for all things Foundation Centennial related is at www.rotary.org/foundation100. Be sure to check into this page often as it will be even more robust with resources and information as we celebrate the Centennial year. The June Rotarian magazine will feature a special TRF insert so be sure to share that with your club. Rotary’s Support Center is your place to go for__________.
- MODERATOR I hope that this webinar will enable you to share what you’ve learned today and that you’ll implement some of these ideas in your club. The tools you’ve learned today should help you promote giving to The Rotary Foundation. And remember to lead by example and support TRF yourself.
- As a Rotarian, I hope you feel proud about what you are helping accomplish. I hope you now understand why every gift, from every Rotarian, does a world of good. Please join ME and Every Rotarian in supporting OUR Rotary Foundation to serve humanity. Thank you.