The Rotary Foundation Permanent Fund

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The Rotary Foundation Permanent Fund

• Finding and soliciting donors
• in todays environment

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The bad news

• Fundraising is not what it used to be!

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But the good news It may be about to get better
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According to 2009 DYG polling we are seeing two
new trends
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People are turning away from Stuff

• Remember George Carlins routine?

This is my stuff, that's your stuff, that'll be
his stuff over there. That's all you need in
life, a little place for your stuff. That's all
your house is a place to keep your stuff. If you
didn't have so much stuff, you wouldn't need a
house. You could just walk around all the time.
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Things have changed.

• DYG polls show American values are shifting

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Thus.

• Its a great time for fundraising!

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Permanent Fund donors

• Look a lot like you and me
• Have their own affairs in order
• Have a real commitment to Rotary
• Want to make a difference

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Family Philanthropy

• Philanthropy is a trait many of us want to teach
  children and grandchildren.
• Rotarys Permanent Fund
• can help demonstrate
• this to the next generation.

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You are their enabler, not their enemy
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The Gift Process
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Identify

• Spend your efforts on the people who can make a
  difference
• Rotary Leaders
• Long-time donors
• Donors to other community projects
• People without children or with very successful
  children
• Look for The Millionaire Next Door

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Brainstorm

• These are some prospects I can name
• 1 million
• __________________________
• __________________________
• 100,000
• __________________________
• __________________________
• 10,000
• __________________________
• __________________________

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Engage

• Use Rotary Club meetings to share TRF message
• If you were a prospective donor, would you give
  the same gift if you werent engaged?
• Put your best donors on your committee
• Find ways to make the experience more personal

If you want advice, ask for money. If you want
money, ask for advice
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Solicit

• This is important, so take it seriously
• Make an appointment to visit the person(s)
• Its a successful visit if
• You strengthened the connection
• You got new information that builds on strategy
• You identified/set up next step
• You secured commitment to CONSIDER a pledge
• You got a pledge
• You got turned down but learned more about the
  barriers to pledging

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What are you asking them to do? Know the giving
levels

• 25,000 establishes a named fund to provide
  general support for The Rotary Foundations
  programs
• 50,000 the named fund can be directed to a
  specific program either educational or
  humanitarian
• 150,000 restricted endowment, a project within
  a program of your choice

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Other Options

• TRF Donor Advised Fund 20,000
• IRA Rollover (age 70½) 100,000 max
• Life Insurance
• Cash value now
• As part of estate
• Testamentary Options
• Remember IRAs/retirement funds
• Benefactor Society 1000 in will
• Bequest Society 10,000 in will

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Wording a Bequest

• I give to The Rotary Foundation of Rotary
  International, an Illinois not-for-profit
  corporation, located in Evanston, Illinois,
  __________ (state dollars or description of
  gift, like xx shares of yy stock). This gift is
  to be placed in said Foundation's endowment, The
  Rotary Foundation Permanent Fund, from which a
  portion will be used to support the Foundation's
  activities and programs.
•  

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Planned Giving Resources

• www.rotary.org/newsroom/downloadcenter/foundation/
  development.html

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Good Stewardship

• A sincere thank you is critical
• Its the first step to the next gift
• For larger gifts, coordinate with TRF staff
• Offer visibility at club and district level

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The Bequest Society

• Recognize new members at Club events

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What Every Rotarian Can Do

• Discuss estate plans with spouse and children
• Put The Rotary Foundation in your will
• Talk with your financial planner about the
  benefits of Planned Giving
• Contact TRF staff to discuss specifics about your
  estate plans

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You are a part of the Rotary Family.
Thank you for your support
Plan now to be a part of it forever.