Slides from webinar recorded 8 August 2017.

1. Endowment Fund
of
The Rotary Foundation
Shakuntala Raha, International Fundraising , Manager
The Rotary Foundation, South Asia Office
August 2017
02 August 2017

2. Annual
Fund
Polio Plus
Fund
Term
Gift/CSR
Endowment
Fund
The Rotary
Foundation
Ways to Support The Foundation

3. TOP 5 GIVING COUNTRIES
Rank Country Annual Fund
PolioPlus
Fund
Other Funds
Endowment
Fund
Total
Contributions
Annual
Fund Per
Capita
1 United States $47,869,147 $88,223,912 $4,960,707 $12,496,574 $153,550,340 $147.08
2 India $10,268,053 $1,923,479 $5,454,914 $2,368,171 $20,014,617 $75.60
3 Japan $13,229,246 $2,168,072 $288,678 $2,002,602 $17,688,598 $151.31
4 Korea, Republic of $13,940,197 $328,318 $461,774 $1,788,433 $16,518,722 $231.25
5 Taiwan $6,779,564 $931,691 $854,840 $2,031,426 $10,597,521 $209.54
Rotary Year 2016-17

4. Fund Composition-India
Total Contributions $20,014,617
Rotary Year 2016-17

5. Last 5 Year Endowment Fund Contribution - IndiaUS$million

6. The Rotary Foundation- Six Area of Focus
Peace and Conflict Prevention/Resolution
Disease Prevention and Treatment
Water and Sanitation
Maternal and Child Health
Basic Education and Literacy
Economic and Community Development

7. Endowment Fund- Be Part of Rotary Forever
• Endowed fund is invested permanently to
build long-term stability for Foundation’s
future
• Supports building a legacy for family/trust
• Builds corpus fund of TRF for Securing
Tomorrow
• Spendable earnings accrue to Districts till
perpetuity

8. Endowment Fund- Be Part of Rotary Forever
 Named Endowment is established with a gift of
$25,000 or more through outright contribution or
pledge
 Portion of Spendable earnings are available to
Districts till perpetuity for supporting District/ Global
grants
 Earnings are made available as part of DDF
 Donor Clubs are eligible to use the spendable
earnings by submitting a spending plan to DG and
DRFC

9. Endowment Fund- Naming Opportunity
$1,000,000 :Discuss your gift with The Rotary Foundation of Rotary
International.
$500,000: Global Grant Endowed Fund with optional geographic location
$250,000 :Global Grant Endowed Fund in one of Rotary’s areas of
focus.
$100,000 :Area of Focus Endowed Fund to global grants developed
around the world in one of the areas of focus
$25,000 Named Endowed Fund
Provides general support to the World Fund, SHARE, or Rotary Peace
Centers.

10. Major Gift Pledges
The Foundation may accept unconditional promises to give (pledges) with
payment terms generally of three years or less
The first payment should represent an equal portion of the total value of
the pledge.
Pledges must also comply with the following restrictions:
•Payments must come from the individual or entity making the pledge.
•A pledge must be for a single designation only (no split-designation
pledges).
•Past giving cannot apply toward the pledge.

11. Endowments by Multiple Donor
Endowment Funds can be
established by a group of donors
(Rotarian/non-Rotarian/Trusts) and
designated as POOL Endowment
The Fund is established with an outright
contribution of minimum USD 25,000
Each donor makes a minimum
contribution of USD1000
The endowment has a naming opportunity
and can be designated in favour of a
Rotary Club/District

12. Term Gift
Annual
Fund
Endowment
Fund
Share
( 3 years)
DDF
(District
Designated
Fund)-50%
TRF
Program
Funding
Rotarian
Contributions
Investment
Earnings
Spendable
earnings
50%
Utilized
through
Term Global
grants
The Rotary Foundation Money Flow

13. Programs
Investment and Use of Endowment Fund Contributions
TRF Operating
Expenses
Spendable Earnings
Contributions
Endowment Fund
Return on Investments

14. How are The Spendable Earnings Used?
Note: Based on spending calculations for the FY2017-18
fiscal year. Total spending from the Endowment Fund is
$15.5 million.

15. Year Fair Market Value Cumulative Earning Exchange Rate
US$ INR US$ INR INR/USD
1995 25000 862,500.00 200 6,900.00 34.50
1996 32000 1,132,800.00 1500 53,100.00 35.40
1997 40000 1,456,000.00 4000 145,600.00 36.40
1998 46000 1,950,400.00 6000 254,400.00 42.40
1999 48000 2,085,600.00 9000 391,050.00 43.45
2000 50000 2,285,000.00 11000 502,700.00 45.70
2001 44000 2,073,280.00 14000 659,680.00 47.12
2002 38000 1,840,340.00 16000 774,880.00 48.43
2003 36000 1,648,800.00 19500 893,100.00 45.80
2004 42000 1,944,600.00 19500 893,100.00 46.30
2005 43000 1,890,280.00 21000 923,160.00 43.96
2006 47000 2,162,000.00 23000 1,058,000.00 46.00
2007 51000 2,085,900.00 26000 1,063,400.00 40.90
2008 43000 1,899,310.00 28000 1,236,760.00 44.17
2009 33000 1,617,000.00 28000 1,236,760.00 49.00
2010 36000 1,681,200.00 28000 1,236,760.00 46.70
2011 42000 1,919,400.00 31500 1,439,550.00 45.70
2012 40000 2,220,800.00 33000 1,832,160.00 55.52
2013 42000 2,759,400.00 35000 2,299,500.00 65.70
2014 45000 2,720,700.00 37000 2,237,020.00 60.46
2015 44000 2,920,720.00 39200 2,602,096.00 66.38
Endowment Fund-Growth Example

16. Endowment Fund Overview
Total Named Endowed Funds as of 30 June 2016 by Country
Country
Number of Named
Endowed Funds Total Gift Value
United States 601 $105,489,159
India
233
+ 46 (279)
$11,608,840
+$ 1,172,593
=$12,781,433
Japan 132 $19,088,410
Korea 80 $12,708,025
Taiwan 71 $8,154,188
Canada 44 $6,694,685
Hong Kong 24 $7,417,276
Nigeria 16 $1,033,608
Australia 10 $505,339
Italy 8 $435,724
Malaysia 8 $697,322
Thailand 8 $917,982
Interim
June 2017
Interim
June 2017

17. Endowment Fund –District wise
Rotary Year 2016-17
Zone /Zone /
DistrictDistrict
Nos.Nos. Amount US$Amount US$
Zone 4Zone 4 2424 $1,254,019$1,254,019
3011 2 $499,000
3012 4 $109,280
3053 1 $12,500
3060 4 $150,430
3070 1 $25,090
3080 3 $81,047
3131 3 $195,228
3132 1 $20,462
3141 4 $140,807
3142 1 $29,000
Zone 6AZone 6A 55 $94,813$94,813
3120 3 $47,291
3240 1 $17,522
3292 1 $30,000
Zone /Zone /
DistrictDistrict
Nos.Nos. Amount US$Amount US$
Zone 5Zone 5 3434 $1,019,215$1,019,215
2982 1 $26,000
3000 6 $181,618
3020 9 $383,841
3150 6 $106,477
3160 1 $8,489
3170 5 $138,404
3182 2 $35,373
3230 4 $78,727
GrandGrand
TotalTotal 6363 $2,368,171$2,368,171

18. Named Endowments- Zone wise
Zone Numbers Gift Value
Zone 4 112 $7,526,179
Zone 5 162 $4,735,101
Zone 6A 17 $556,358
India 291 $12,817638
As of 30 June 2017

19. Pooled Endowment Fund –Zone wise
Zone / District Nos. Amount (US$)
Zone 4Zone 4 99 $227,193$227,193
3012 2 $53,080
3060 4 $98,644
3070 1 $25,090
3080 1 $25,380
3142 1 $25,000
Zone 5Zone 5 44 $100,788$100,788
3000 2 $50,788
3020 1 $25,000
3170 1 $25,000
Zone 6AZone 6A 11 $26,514$26,514
3120 1 $26,514
Grand TotalGrand Total 1414 $354,496$354,496
Rotary Year 2016-17

20. By making outright giving or commitment of US$1,000 or more to
TRF Endowment Fund (Provision in Will/Life Insurance/other Gift
Plan) a donor is eligible for Benefactor recognition
Benefactor

21. Recognitions for Named Endowments
Major Donor: Personal outright or cumulative gifts
of US$10,000 or more to the Foundation
Level Range
1 $10,000 to $24,999
2 $25,000 to $49,999
3 $50,000 to $99,999
4 $100,000 to $249,999

22. Arch C. Klumph Society (AKS)Arch C. Klumph Society (AKS)
• Trustees Circle — $250,000 to
$499,999
• Chair’s Circle — $500,000 to
$999,999
• Foundation Circle — $1 million to
$2,499,999
• Platinum Trustees Circle — $2.5
million to $4,999,999
• Platinum Chair’s Circle — $5 million
to $9,999,999
• Platinum Foundation Circle — $10
million and above