Post on 04-Dec-2014
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Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers
Chris OfferModerator 2 June 2014
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
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
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
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
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
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
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%
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?
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
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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
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Stewardship
Present meaningful recognition Recognize at district events Recognize on district website,
directory Keep informed A short story of success