3. 扶輪中心募款計劃

3. The Rotary Centers Fundraising Plan

該計劃之募款目標是在2015年6月30日前能為扶輪中心募得總數為美金9,500萬元，這項目標是包含美金9,000萬捐贈獎學金及美金500萬給一次付清的冠名獎學金。初估美金9,000萬(2005年美元價格)將資助每年120位獎學金學生之必要費用。

The Plan aims to raise a cumulative amount of US$95 million in named and endowed support for the Rotary Centers by 30 June 2015.  This target is comprised of US$90 million to endow fellowships and US$5 million to provide one-time named fellowships.  It is estimated that US$90 million (in 2005 dollars) will provide the funding necessary to endow up to 120 fellows per year.

根據基金會在過去10年邀請鉅額捐獻之經驗，美金9,500萬的目標，最大的來源將是鉅額捐獻之擔保品，終生收入同意書(life income agreements例如慈善遺產信託、慈善養老捐獻、共同收入基金）及遺贈協會之承諾( Bequest Society Commitments)，這些捐贈及遺贈承諾將需要很多年的時間才能變現以資助扶輪中心之計劃，因此，這計劃包括兩個五年期的階段。

Based on the Foundation’s experience soliciting major gifts over the past decade, a significant portion of the US$95 million target will be in the form of major gift pledges, life income agreements and Bequest Society commitments.  It will take many years before assets represented by these gifts and commitments are available to endow the Rotary Centers program.  Therefore, the Plan consists of two five-year phases. 

第一階段將尋求在2010年6月30日前最少有美金5,500萬元之冠名捐贈及捐贈捐款，以彌補因募款收入之資金缺口，它包含四個策略：

Phase I of the Plan will seek a minimum of US$55 million in named and endowed gifts by 30 June 2010 to help fill a projected revenue-funding gap.  It will include at least four strategies:

1.)  在未來五年中，從個人為扶輪世界和平獎學金學生，繼續努力以尋求有限的捐款，其金額為美金6萬或更多的捐款，以冠名的方式捐款

1)   continued efforts to seek restricted outright contributions of US$60,000 or more in the form of named gifts for Rotary World Peace Fellows over the next five years from individuals;

2.)  尋找新的有資格捐贈50萬美元或以上的一次付清鉅額捐贈以及捐款保證以設立資助扶輪世界和平獎學金。

2)   identification and qualification of new prospects with the capacity to contribute outright major gifts and pledges of US$500,000 or more to establish endowed Rotary World Peace Fellowships;

3.)  為扶輪中心訓練一批義工，以推動及邀請鉅額捐獻及承諾；以及

3)   the training of a corps of volunteers to promote and solicit major gifts and commitments to the Rotary Centers; and

4.)  在當地法律允許之條件下為扶輪中心推廣終生收入同意書及遺贈協會之承諾。

4)   promotion of life income agreements, where supported by local laws, and Bequest Society commitments for the Rotary Centers.

我們初步預估，在第一階段可以收到大概5,000萬美元的捐款，它是以永久基金、捐款保證、終生收入同意書及遺贈協會之承諾方式獲得。至於另外500萬美元的捐款是以一次付清冠名扶輪世界和平獎學金的捐獻。在第一階段為扶輪世界和平中心培育及邀請有可能的支持者，將研擬行銷及訓練教材以支援主要的扶輪義工和基金會之辦事員。

It is estimated that approximately US$50 million will be received during Phase I in Permanent Fund gifts, pledges, life income agreements and Bequest Society commitments, with an additional US$5 million in contributions for one-time named Rotary World Peace Fellowships.  Marketing and training materials will be developed to support key volunteers and Foundation staff in cultivating and soliciting prospective supporters to the Rotary World Peace Centers during this phase.

第二階段將尋求至少4,000萬美元之新的捐贈捐款及承諾以確保該計劃長期之可行性。這階段將主要集中注意力於在第一階段尋找有夠格之個人有能力一次捐出50萬或以上之捐款給永久基金來支持扶輪中心。第一階段將包含培育策略之開發以順利達到第二階段所預期的事物。同時第二階段也提供時間於扶輪中心計劃未來的發展和提升的充分利用。

Phase II will seek a minimum of US$40 million in new endowment gifts and commitments to assure the program’s long-term viability.  This phase will focus primarily on the solicitation of qualified prospects who were identified during Phase I and who have the capacity to make outright contributions of US$500,000 or more to the Permanent Fund in support of the Rotary Centers.  Phase I would include the development of cultivation strategies for approaches to these prospects during Phase II.   This second Phase would also provide time to take advantage of future developments and enhancements in the Rotary Centers program.