2013 RI CONVENTION

Major Gifts and Rotary’s Endowment

Through generous individual contributions, Rotary funds

sustainable projects that help address the world’s greatest

needs.

2013 RI CONVENTION

Stephen R. BrownVice Chair, The Rotary Foundation (2010-14)Rotary Club of La Jolla Golden Triangle, California, USA

MODERATOR

2013 RI CONVENTION

EVERY ROTARIAN, EVERY YEAR WORKSHOP

Greg PoddRotary International Director-Elect (2014-16) Rotary Club of Evergreen, CO.USA

PANELIST

2013 RI CONVENTION

EVERY ROTARIAN, EVERY YEAR WORKSHOP

Gianni JandoloEndowment/Major Gift Advisor (2013-14) Zone 12, 13b & 19(p) Rotary Club of San Donato MilaneseItaly

PANELIST

2013 RI CONVENTION

EVERY ROTARIAN, EVERY YEAR WORKSHOP

Yinka BabalolaRegional Rotary Foundation Coordinator (2012-14)-Zone 20Rotary Club of Trans AmadiNigeria

PANELIST

2013 RI CONVENTION

EVERY ROTARIAN, EVERY YEAR WORKSHOP

Chris OfferRotary Peace Centers-Major Gift Initiative Committee Member (2012-14)Rotary Club of Ladner, B.C.Canada

PANELIST

2013 RI CONVENTION

*NEW-The Rotary Foundation’s Fund Development Committee

Chair: Trustee Stephen R. Brown, USAVice Chair: Trustee Stephanie A. Urchick, USA Members: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

2013 RI CONVENTION

*New- Endowment/Major Gift Advisors

• Endowment /Major Gift Advisors assist with the identification, cultivation, and solicitation of gifts in the amount of $25,000 or more including gifts to the Rotary Foundation’s Endowment

• Forty-one E/MGA’s globally

2013 RI CONVENTION

*New- Endowment/Major Gift Advisors

• They will work with zone  and district leadership to help with training and to assist districts to put systems in place for the identification, cultivation solicitation of gifts and to follow up with appropriate “thank you” communications.

• They will help identify Rotarian professionals who can work with Rotarians in structuring gifts to the Foundation.

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Topics:Major Gifts OutrightPledgesGifts of Real Estate

PANELIST: E/MGA Gianni Jandolo

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• Major gifts of $10,000 USD or more provide crucial support for Rotary’s programs and can be funded through:

• Appreciated securities • $10,000 or greater Major gift pledge • Cash• Real estate• Life income agreements • Estate or other planned gifts

Ways to make a major gift

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• Annual Fund

• PolioPlus

• Rotary’s Endowment FundGlobal GrantsRotary Peace Centers

• Term GiftsGlobal GrantsRotary Peace Centers

Ways of Giving

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Topic:Endowed and Term Gifts to an Area of Focus

PANELIST: RRFC Yinka Babalola

Peace & Conflict Resolution/PreventionDisease Prevention & TreatmentWater & SanitationBasic Education & LiteracyChild & Maternal HealthEconomic & Community Development

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• 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 afforded

Rotary’s Endowment Fund

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• Any contribution: area of focus pooled fund

•       US$100,000+: area of focus donor-named general support fund•       US$250,000+: area of focus & district participation•       US$500,000+: area of focus & geographic region •       US$1,000,000+: Tailored to match donor interest within Foundation mission/guidelines

Rotary’s Endowment-Global Grants

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• Spent in short time frame

• Spent entirely on the program

• The larger the gift, the more specificity

• Grants can carry the donor’s name

Term Gifts

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US$15,000: choose area of focus • Gift used worldwide• Essentially replaces World Fund• Donors receive report on grant

US$30,000: choose area of focus & district• Provides ‘free’ grant to district• District can leverage & build larger grant

Term Gifts-Global Grants

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Topics:The Rotary Peace Centers Major Gift Initiative

The Arch C. Klumph Society (AKS)

PANELIST: RPCMGI Chris Offer

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• $25,000 or more provides general support• $100,000 endows an annual seminar• $250,000 endows a fellowship for one

professional development certificate student approximately every year

• $500,000 endows a fellowship for one master’s degree student approximately every three to four years

Endowed Rotary Peace Centers gift options

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• $750,000 endows a fellowship for one master’s degree student approximately every two to three years

• $1 million endows one visiting lecturer approximately each year

• $1.5 million endows a fellowship for one master’s degree student approximately every year

Endowed Rotary Peace Centers gift options

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US$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 Level Seven-Foundation Circle

Arch C. Klumph Society Donor Recognition

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Topics:Bequest Gift Commitments

Gift & Estate Planning Professionals Group (GEPP)

PANELIST: RID Elect Greg Podd

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A Bequest Society member is an

individual or couple that has made a provision in their

estate plan to gift a minimum US $10,000

to The Rotary Foundation.

Bequest Gift Commitments- Your Rotary Legacy

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• Will or Living trust• Charitable

remainder trust• Retirement

plan/IRA/401(k)/• Life insurance• Donor advised fund• Other

A Bequest can be funded by:

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Within the Rotary Endowment, your bequest gift can be designated to:• World Fund• SHARE• An Area of Focus• Rotary Peace Centers

Bequest Gift Commitments- Gift Designation

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• Discuss your estate plans with your spouse and

children

• Become a Benefactor or Bequest Society member

• Talk with your financial planner about the

benefits of Planned Giving

• Contact Planned Giving staff at TRF to discuss

specifics about your estate planning situation

What Every Rotarian can do:

2013 RI CONVENTION

The Gift and Estate Planning Professionals Group (GEPP) is a network of Rotarian gift and estate planning professionals who volunteer to promote planned giving options to their clients

and local Rotarians.

Gift & Estate Planning Professionals Group (GEPP)

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• Contact your Regional Rotary Foundation Coordinator and district leadership

• Talk to your zone’s Endowed/Major Gift Advisor and/or Major Gifts Officer

• Contact your international office

For Additional Information: