How Rotarians and friends of Rotary can support the humanitarian work of The Rotary Foundation with major gifts and bequests to the Endowment Fund. Named endowment funds are described and how The Rotary Foundation recognizes donors. Describes opportunities to support the Rotary Peace Centers. Presenters will review the new funding model being adopted by The Rotary Foundation on July 1, 2015. The seminar will give the participants suggested specific action steps they can take in their club and district. There will be opportunities for questions.

1. Leaving a Legacy of Hope
Rotary’s Endowment Fund

2. Webinar Discussion Leaders
Paul Netzel
Rotary Foundation Trustee 2014-18
Past Chair Peace Centers Major Gift Initiative
Past RI Director
Rotary Club of Los Angeles, District 5280
Dean Rohrs
Regional Rotary Foundation Coordinator
Past Rotary Coordinator
Rotary Club of Langley Central, District 5050
Chris Offer
Endowment - Major Gift Advisor
Past Regional Rotary Foundation Coordinator
Rotary Club of Ladner, District 5040

3. In 1917, Arch C. Klumph proposed
that an endowment be set up “for the
purpose of doing good in the world.”

4. Contributions to the Endowment Fund are
NOT spent.
Contributions are invested in perpetuity.
Only the earnings are used to support
Foundation programs.

11. Rotarians May Designate How Spendable Earnings Will
Be Used General support—World Fund
Support projects in a particular area of focus
Support Foundation projects and your district –
SHARE

12. Endowment Fund Statistics
Goal:$1 Billion by 2017
Net Assets: $337 M
Expectancies: $569 M
Total $906 M

13. The Power of Endowment Giving
• An endowed fund established 20 years ago with a gift of
$25,000 has grown to $39,267.
• Additionally, the endowed fund has provided $33,308 in
spendable earnings.

14. How Can You Best Help Promote Rotary’s
Endowment?
Help others include
gifts to Rotary in
their estate plan
(Bequest Society)
Most important
source of
Endowment gifts
Anyone can do it
No geographical
limitations
Don’t forget
beneficiary
designations
Encourage
Rotarians to
be recognized
by the district

15. Gift Options in Canada

16. Charitable Gift Annuities
Avoid capital gains tax
-tax benefits
-Major Donor and Arch C. Klumph
Society recognition
Canada
Donations of stock/securities
Super Charitable Tax Credit
Only until 2017
New Gifts of up to $1000

17. Gift Options in the U.S.A.

18. Charitable Gift Annuities
All Life Income Agreements offer:
-tax benefits
-lifetime payments
-Major Donor & AKS recognition
-the ability to maximize appreciated assets
Life Income Agreements
Charitable Remainder Trusts
Donor Advised Fund

19. Named Funds

20. Named
Funds
$25,000
Support
World Fund
or SHARE or
Peace Centers
$100,000
Support an
Area of Focus
$250,000
Support Area
of Focus
projects from
a district$500,000
Establish an
Endowed
Rotary World
Peace
Fellowship
$750,000
Endows a
two-year
fellow
approximatel
y every
$1,000,000
Work with
TRF to meet
your
philanthropic
goals

21. Rotary Peace Centers
•Duke University and UNC Chapel Hill, USA
•International Christian University, Japan
•University of Bradford, UK
•University of Queensland, Australia
•Uppsala University, Sweden
Professional development certificate
Chulalongkorn University in Bangkok, Thailand

22. Recognition

23. Benefactor and Bequest Society Recognition
Gifts that are funded after the donor’s death
A Benefactor has made a
provision in their estate plan, or
made an outright gift of $1,000
to Rotary’s Endowment Fund.
A Bequest Society member has
made a provision in their estate
plan to gift a minimum $10,000
to The Rotary Foundation.

24. Thank you for your support!
•Approximately 92,400
Benefactors
•Approximately 9,875
Bequest Society

25. Donor Recognition
• Benefactor
• Bequest Society
• Major Donor
• Arch Klumph Society

26. The Rotary
Foundation New
Funding Model

27. Securing Rotary’s Future – New Funding Model
Securing Rotary’s Future – The New Funding Model
OUR
CURRENT
FUNDING
MODEL
• Annual Fund Investment Earnings
• Endowment Fund Spendable Earnings
OUR NEW
Funding
MODEL
JULY 1 2015
• Annual Fund Investment Earnings
• Endowment Fund Spendable Earnings
• 5% of Annual Fund Contributions
• 5% Cash Contributions from Global Grants
• Up to 10% on select corporate Gifts
Operating Expenses =
Fund Development + General Administration

28. Planned Giving Website www.rotary.org/plannedgiving

29. What Every Rotarian Can Do
• Discuss your estate plans with your
spouse & children
• Become a Benefactor 0r make a Bequest
• Talk with your financial planner
• Contact Planned Giving staff at TRF or
Zone or District volunteer to discuss
specifics of your estate planning

30. Contact Information
Chris Offer
Endowment Major Gift Advisor
ChrisOffer@live.ca
604-940-9365
Dean Rohrs
Regional Rotary Foundation Coordinator
dean@cbrplus.com
604-836-1454
Planned Giving Staff - Evanston
Plannedgiving@rotary.org
847-866-3100