1. Taking It to the Next Level: Major Gift Strategies
for Rotarian Fundraisers
Chris Offer
Moderator
2 June 2014

2. 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

3. 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

4. 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

5. 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

6. 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

7. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 7
What is the Endowment Fund?

8. 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%

9. 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?

10. 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

11. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 11
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

12. Taking It to the Next Level: Major Gift Strategies for Rotarian Fundraisers| 12
Stewardship
 Present meaningful recognition
 Recognize at district events
 Recognize on district website, directory
 Keep informed
 A short story of success