ic12 - fundraising in future vision

1

Saturday, 5 May – 11:00-12:00 IMPACT, Jupiter 5

Fundraising in Future VisionFundraising in Future Vision

2

The Annual FundThe Annual Fund

• Building block of an organization’s fundraising strategy

• Primary source of support for The Rotary Foundation activities

• Funds Rotarian driven projects

• Every Rotarian, Every Year

3

Traditional Annual Fund Giving Traditional Annual Fund Giving OptionsOptions

SHAREWorld Fund

District Designated

Fund(DDF)

Rotarian

Contributions

SHARE

World Fund

Annual Fund

District and Global

Grant Funding

Global and Packaged

Grant Funding

4

Additional Annual Fund Giving OptionsAdditional Annual Fund Giving Options

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

5

Annual Fund StrategiesAnnual Fund Strategies• Online Giving – www.rotary.org • Available in 12 currencies

• Rotary Direct •Monthly, quarterly or annually

• Paul Harris Society•US$85/month or €200/quarter

6

YOU are the YOU are the Key to SuccessKey to Success

• Lead by example• Educate • Ask• Thank RetainRetainRetainRetainThankThankThankThank

UpgradeUpgradeUpgradeUpgrade

AcquireAcquireAcquireAcquire

7

Other Giving OpportunitiesOther Giving Opportunities

Fundraising In Future VisionFundraising In Future Vision

8

Ways of GivingWays of Giving

Annual Fund

PolioPlus

Permanent Fund•Global Grants•Rotary Peace Centers

Term Gifts•Global Grants•Rotary Peace Centers

9

Permanent FundPermanent Fund

•Rotary’s endowment

•Gifts can be made today, or in the future

•Spendable earnings directed to programs

•Can establish special fund in donor’s name

•The larger the gift, the more specificity afforded

10

Permanent Fund – Global GrantsPermanent Fund – Global Grants

• Any contribution: area of focus

• US$100,000+: area of focus

• US$250,000+: area of focus & district

• US$500,000+: area of focus & geographic region

• US$1,000,000+: Tailored to match donor interest

11

Term GiftsTerm Gifts

•Spent in short time frame

•Spent entirely on the program

•The larger the gift, the more specificity

•Grants can carry the donor’s name

12

Term Gifts – Global GrantsTerm Gifts – Global GrantsUS$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

13

• Contact your Regional Rotary Foundation Coordinator and district leadership

• Talk to your zone’s major gifts officer

• Contact your international office

FOR ADDITIONAL INFORMATION