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The Rotary Foundation
Building our Future
Through Major Gifts
US Contributions to Charity in 2005
$ 260 Billion
$199 billion76%
$30 billion12%$14 billion
5%$17 billion
8%
Individuals BequestsCorporations Foundations
Source: Giving USA
General Principles of Major Gifts
• Involves matching donor’s interest with the needs of the organization
• Involves donating assets rather than discretionary income
• Requires a relationship developed over an extended period of time
Importance to Donors
• Fulfills personal philanthropic goals
• May provide other benefits such as recognition naming opportunities tax deductions
Importance to Rotary Foundation
• Validate our mission
• Inspire others to make such gifts
• Achieve fundraising goals much more effectively than smaller gifts alone
Typical Donor Pyramid
Major Gifts 60% of total money raised
Special Gifts 20% of total
Annual Gifts 20% of total
Our Donor Profile 2005-06
Total Gifts: $127.8 Million
$112.488%
$15.412%
Major GiftsOther Gifts
Major Gifts by Fund 2005-06
Gift to Number Amount
Permanent Fund 169 $ 8,700,000
Annual Programs Fund 219 $ 3,000,000
PolioPlus 23 $ 800,000
Matching Grants 37 $ 800,000
Other 39 $ 2,100,000
Total 487 $ 15,400,000
Major Gifts by Country 2005-06
Gifts from Number Amount
United States 238 $ 9,700,000
India 45 $ 700,000
Korea 44 $ 800,000
Taiwan 44 $ 700,000
Japan 38 $ 700,000
Other 78 $ 2,800,000
Total 487 $ 15,400,000
The Power of One Big Gift
Total contributions from D-7300 since 1917: $12.4 million
Paul and Jean Elder
61%$7.6 million
39%$4.8 million
Other D. 7300Contributions
Paul G. andJean Elder
The Power of a Few Big Gifts
Total contributions : $ 1,079,100(1 July 2005 – 30 June 2006)
District 3520, Taiwan
50%$538,900
50%$540,200
32 Major Gifts
Other D. 3520Contributions
Endowments of Others
Lions Clubs International Foundation $ 1.6 million
Kiwanis International Foundation $ 6 million
Rotary Foundation Permanent Fund $ 179.6 million
Shriners Hospitals for Children $ 7.8 billion
Harvard University $25.5 billion
University of Oxford $ 739 million
Yale University $ 15.2 billion
Service Organizations:
University and College Endowments:
Current Permanent Fund Values
0
100
200
300
400
500
600
96-97
97-98
98-99
99-00
00-01
01-02
02-03
03-04
04-05
05-06
Rotary Year
US$
mil
lion
s
Expectancies
Permanent FundMarket Value
493.9
179.6
Major Gifts Leadership
