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Securing Our Rotary Foundation's Future: The Rotary Foundation's Funding Model

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Rotary International supports our Rotary members, clubs and districts in continuing with all of their good work throughout the world. To do that, we need to secure our Foundation’s future by taking some steps to ensure we have the necessary resources to continue our mission. (Updated September 2014)

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Securing Our Rotary Foundation's Future: The Rotary Foundation's Funding Model

  1. 1. OUR FOUNDATION’S FUNDING MODEL September 2014 September 2014 Our Foundation’s Funding Model 1
  2. 2. DOING GOOD IN THE WORLD September 2014 Our Foundation’s Funding Model 2
  3. 3. FUNDING OUR OPERATING EXPENSES Operating Expenses = Fund Development & General Administration Annual Fund investment earnings Endowment Fund spendable earnings 5% of Annual Fund contributions 5% of cash contributions for global grants September 2014 Our Foundation’s Funding Model 3
  4. 4. SHARE SYSTEM EFFECTIVE 1 JULY 2015 World Fund $1,000 contribution $500 $500 Earmarked DDF World Fund September 2014 Our Foundation’s Funding Model 4
  5. 5. 5% CASH CONTRIBUTIONS FOR GLOBAL GRANTS September 2014 Our Foundation’s Funding Model 5
  6. 6. OUR LONG-TERM STRATEGY Ensure that we have sufficient funds to operate our Foundation Maintain a fully funded operating reserve Transfer surplus funds to the Endowment Fund September 2014 Our Foundation’s Funding Model 6
  7. 7. Resources:  Our Foundation’s Funding Model presentation  Top 10 Things to Know blog  Foundation Funding Model Q&A  fundingmodel@rotary.org September 2014 Our Foundation’s Funding Model 7

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