Since the first contribution of $26.50, our Endowment
Fund has grown to more than $350 million in net assets
and $770 million in promises of future gifts. Learn how the
endowment continues to grow, how it is invested, how it
supports grants, and how we are working to strengthen its
impact over the Foundation’s second century of service.
Creating your personal legacy within the endowment
is covered in two complementary sessions: “Rotary’s
Tomorrow Depends on What We Do Today” and “Enhance
Your Rotary Legacy with U.S. Tax-Wise Gift Options.”
This document summarizes a 2013 Rotary International convention workshop on major gifts and Rotary's endowment. It discusses how individual contributions fund sustainable projects to address global needs. It outlines giving opportunities like outright gifts, pledges, and real estate. Panelists described endowed and term gifts to focus areas, and gift recognition levels for the Rotary Peace Centers and Arch C. Klumph Society. Bequest commitments and working with estate planners were also covered.
Enhance your clubs impact and reach through RCCRILearn
This document provides information about Rotary Community Corps (RCC). RCCs are teams of non-Rotarians who partner with Rotary clubs to improve communities. They plan and implement projects in areas like education, health, and economic/community development. Membership is open to all adults in the community. There are over 11,000 RCCs worldwide engaging groups like youth, women, refugees and more. Partnering with RCCs empowers communities and expands the reach and impact of service projects.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
This document summarizes a breakout session at the 2022 Rotary International Convention about measuring the outcomes of service activities. It discusses the importance of measurement for understanding the impact of projects and improving future activities. Key points include:
- Rotary defines impact as long-term positive change resulting from actions. Measurement is collecting data to understand project results.
- The building blocks of impact are inputs, outputs, outcomes, and impact. Outcomes are short-term results and impact is long-term change.
- Examples are given for measuring water and sanitation projects, including beneficiaries, access to resources, and health outcomes. Baseline data should be collected before projects and data collection continues during and after projects.
- Both
University College Dublin was established in 1854 and is Ireland's largest university. It is ranked in the top 1% of higher education institutions worldwide at 161st. UCD attracts significant research funding and is known for its prestigious alumni, which include business leaders, actors, athletes, and others who have achieved success in their fields. The university will hold its UCD Alumni Awards ceremony on November 14, 2014 to honor distinguished alumni.
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
This document provides guidance on building a vibrant and strong Rotary club. It discusses that a vibrant club engages its members through meaningful projects, tries new ideas, and reflects member diversity. A strong club focuses on member engagement and has a positive public image. It emphasizes developing strategic and annual plans with goals, adapting bylaws to reflect practices, and communicating openly to involve members in shaping the club's future. The document offers tips for various aspects of club operations, such as developing leadership, focusing on member interests, and balancing tradition with innovation.
Eliminating Roadblocks to Diversifying Your ClubRILearn
This document discusses increasing diversity, equity, and inclusion in Rotary clubs. It notes that club relevance is determined by embracing members' identities through representing the causes and demographics of the community. A diversity readiness rating scale is provided and club members are encouraged to evaluate their diversity efforts and provide feedback in a Rotary app. Contact information is given for those with any questions.
This document summarizes a 2013 Rotary International convention workshop on major gifts and Rotary's endowment. It discusses how individual contributions fund sustainable projects to address global needs. It outlines giving opportunities like outright gifts, pledges, and real estate. Panelists described endowed and term gifts to focus areas, and gift recognition levels for the Rotary Peace Centers and Arch C. Klumph Society. Bequest commitments and working with estate planners were also covered.
Enhance your clubs impact and reach through RCCRILearn
This document provides information about Rotary Community Corps (RCC). RCCs are teams of non-Rotarians who partner with Rotary clubs to improve communities. They plan and implement projects in areas like education, health, and economic/community development. Membership is open to all adults in the community. There are over 11,000 RCCs worldwide engaging groups like youth, women, refugees and more. Partnering with RCCs empowers communities and expands the reach and impact of service projects.
Stewardship: How The Rotary Foundation Works to Make the Most of Your Contrib...Rotary International
As a global organization operating in over 200 countries
and geographical areas and in 29 currencies, Rotary
takes stewardship of its funds very seriously. Learn how
The Rotary Foundation works to ensure that Rotarians’
donations reach project recipients efficiently to make
sustainable change.
This document summarizes a breakout session at the 2022 Rotary International Convention about measuring the outcomes of service activities. It discusses the importance of measurement for understanding the impact of projects and improving future activities. Key points include:
- Rotary defines impact as long-term positive change resulting from actions. Measurement is collecting data to understand project results.
- The building blocks of impact are inputs, outputs, outcomes, and impact. Outcomes are short-term results and impact is long-term change.
- Examples are given for measuring water and sanitation projects, including beneficiaries, access to resources, and health outcomes. Baseline data should be collected before projects and data collection continues during and after projects.
- Both
University College Dublin was established in 1854 and is Ireland's largest university. It is ranked in the top 1% of higher education institutions worldwide at 161st. UCD attracts significant research funding and is known for its prestigious alumni, which include business leaders, actors, athletes, and others who have achieved success in their fields. The university will hold its UCD Alumni Awards ceremony on November 14, 2014 to honor distinguished alumni.
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
This document provides guidance on building a vibrant and strong Rotary club. It discusses that a vibrant club engages its members through meaningful projects, tries new ideas, and reflects member diversity. A strong club focuses on member engagement and has a positive public image. It emphasizes developing strategic and annual plans with goals, adapting bylaws to reflect practices, and communicating openly to involve members in shaping the club's future. The document offers tips for various aspects of club operations, such as developing leadership, focusing on member interests, and balancing tradition with innovation.
Eliminating Roadblocks to Diversifying Your ClubRILearn
This document discusses increasing diversity, equity, and inclusion in Rotary clubs. It notes that club relevance is determined by embracing members' identities through representing the causes and demographics of the community. A diversity readiness rating scale is provided and club members are encouraged to evaluate their diversity efforts and provide feedback in a Rotary app. Contact information is given for those with any questions.
View the recording at https://vimeo.com/118740192. Part 3 of 5 in the Membership Matters! webinar series. This webinar focuses on the steps clubs can take today to stay relevant and appealing to new and potential members. Moderator: Brian King, Director of Membership Development. Panelists: Mihaela Dumitru from Romania and George Mathenege from Kenya.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
1. The document provides information and guidance for nonprofit organizations on fundraising strategies and planning.
2. It discusses developing a fundraising plan, identifying funding sources, evaluating fundraising efforts, and tips for fundraising during an economic recession.
3. The document also advertises an online resource center and nonprofit services provider called CharityNet USA and promotes their upcoming webinars on nonprofit topics.
The document discusses using a Community Score Card (CSC) tool to promote governance in Bombo, Uganda. The CSC is a qualitative monitoring tool used by communities to evaluate local services and projects. It allows service users to provide feedback to providers, and providers to learn what is working and what needs improvement directly from communities. Eight villages in Bombo participated in a CSC process where community members identified and scored performance indicators, proposed improvements, and met with service providers to present results and discuss solutions. The process aimed to strengthen communication between communities and local governance in Bombo.
The document provides information on supporting The Rotary Foundation through various funds, including the Annual Fund, PolioPlus Fund, and Endowment Fund. It shows contributions to these funds from the top 5 giving countries in 2016-2017, with the United States contributing the most overall. For India specifically, it breaks down the total contributions of $20 million that year among the different funds. The Endowment Fund is described as a way to build a permanent legacy for Rotary by providing long-term stability through invested funds that generate annual earnings used to support grants and districts in perpetuity. Options for establishing named endowment funds starting at $25,000 are also summarized.
Not Your Grandpas Rotary Club Anymore or Is It_SU_Final.pptxRILearn
The document discusses ways to assess and improve club culture in Rotary clubs. It provides tips for conducting club culture assessments, identifying issues, and implementing changes. The key aspects are using Rotary's change model of assess, design, implement, build, and sustain changes. It also discusses how to communicate changes, find supporters to drive changes, and market a new club culture. The overall aim is to understand club culture challenges and make improvements to better engage members and attract new ones.
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
Guideline to Rotary Service Projects Committee.pptxSurendra Joshi
The document provides guidelines for Club Service Project committee chairs and members. It outlines the role and responsibilities of the committee which include developing committee goals to achieve club service project goals, conducting needs assessments, planning and evaluating projects, and leading fundraising efforts. It also discusses strategic planning, developing effective projects, district grants, global grants, and resources available from Rotary International and The Rotary Foundation to support service projects.
The document provides an overview of various fundraising methods for an HKU department of social work. It discusses three components of institutional plans including strategic, development, and marketing plans. It describes three categories of giving in an integrated development plan: annual giving for operating costs, capital giving for special projects, and planned giving for financial stability. Finally, it outlines different fundraising methods like individual solicitation, group events, and soliciting organizations, and factors for successful fundraising like planning, budgets, volunteers, and publicity.
[Urban Management Program City Paper : Kathmandu, Nepal]shrdcinfo
This document provides an overview of urban management policies and practices in Nepal. It discusses Nepal's population statistics and demographics. Urbanization has been increasing, with the urban population growing at 3.38% annually. The government has implemented various policies and legislation related to local governance, solid waste management, and urban development. Key challenges facing urban areas include a lack of basic infrastructure and services, high levels of poverty, and increasing pressure on municipalities as populations grow. The document also outlines opportunities to address these issues under Nepal's new constitution.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
This document discusses intergenerational relationships and challenges in Rotary. It defines different generations based on defining historical events and provides characteristics of each. Veterans/Traditionalists were born 1900-1945 and lived through the Great Depression and WWII. Baby Boomers were born 1946-1964 and lived through social movements of the 1960s. Generation X was born 1965-1980 and came of age during times of rising divorce and crime rates. Millennials were born 1981-1999 and the first to come of age in the new millennium and with new technology. The youngest generation, called Centennials or Gen Z, were born 1997-present and have never known life without the internet. The document notes challenges in communication and motivation across generations
Region Chairperson - Role & Responsibilitym nagaRAJU
This document provides guidance and information for the role of a region chairperson (RC) in Lions Clubs International. It outlines the key responsibilities of an RC, which include promoting the district governor's program priorities, strengthening weak clubs, and achieving membership growth. An RC must attend regular meetings and trainings. Their main duties are to serve as a link between the district leadership and zone clubs and to support zone chairpersons and district officers. The document also discusses important qualities for an RC, such as loyalty and communication skills, and provides tips for effective time management in the role.
The document discusses major gifts and the process of soliciting large donations from major donors. It provides guidance on identifying prospective major donors, cultivating relationships with them, and making the ask. Key aspects include researching a donor's interests and past giving, tailoring the request to align with the donor's values, and stewarding the relationship after a gift is made through proper communication and recognition. The goal is to match a donor's interests with an organization's needs in order to receive substantial support.
This document provides information about Rotary Foundation global grants, including an overview of what global grants fund, the areas of focus for global grants, grant requirements, and examples of activities that can be funded by global grants such as humanitarian projects, scholars, and vocational training. It also provides guidance on developing a monitoring and evaluation plan for global grant projects, including standard measures, terminology, and methods that should be followed to ensure the Foundation can effectively track results. Sample global grant projects and monitoring plans are also included for reference.
This document outlines the fundamental components of a Resettlement Action Plan (RAP), including its objectives, compensation and resettlement strategies, and monitoring. The key objectives of a RAP are to identify and improve or restore the livelihoods of those affected by involuntary resettlement due to a development project. It must also consider alternatives to minimize displacement. A RAP establishes compensation rates and outlines resettlement sites, income restoration activities, stakeholder engagement, and monitoring and evaluation procedures. It aims to enhance livelihoods in a sustainable manner and minimize undesirable impacts of involuntary resettlement.
How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.
Rotarians are our best brand ambassadors, and the ideal
spokespeople for communicating the value we bring to the
communities we serve around the world. Come learn about
the new public image resources you can use to increase
others’ understanding of Rotary and inspire them to take
action, or even become members.
View the recording at https://vimeo.com/118740192. Part 3 of 5 in the Membership Matters! webinar series. This webinar focuses on the steps clubs can take today to stay relevant and appealing to new and potential members. Moderator: Brian King, Director of Membership Development. Panelists: Mihaela Dumitru from Romania and George Mathenege from Kenya.
A Rotary Community Corps (RCC) is a group of people who share our commitment to changing the world through service projects. More than 8,500 corps are working in over 90 countries, in urban and rural areas, and in both developed and developing regions. Discover how you can organize an RCC and make an extraordinary impact in your community.
1. The document provides information and guidance for nonprofit organizations on fundraising strategies and planning.
2. It discusses developing a fundraising plan, identifying funding sources, evaluating fundraising efforts, and tips for fundraising during an economic recession.
3. The document also advertises an online resource center and nonprofit services provider called CharityNet USA and promotes their upcoming webinars on nonprofit topics.
The document discusses using a Community Score Card (CSC) tool to promote governance in Bombo, Uganda. The CSC is a qualitative monitoring tool used by communities to evaluate local services and projects. It allows service users to provide feedback to providers, and providers to learn what is working and what needs improvement directly from communities. Eight villages in Bombo participated in a CSC process where community members identified and scored performance indicators, proposed improvements, and met with service providers to present results and discuss solutions. The process aimed to strengthen communication between communities and local governance in Bombo.
The document provides information on supporting The Rotary Foundation through various funds, including the Annual Fund, PolioPlus Fund, and Endowment Fund. It shows contributions to these funds from the top 5 giving countries in 2016-2017, with the United States contributing the most overall. For India specifically, it breaks down the total contributions of $20 million that year among the different funds. The Endowment Fund is described as a way to build a permanent legacy for Rotary by providing long-term stability through invested funds that generate annual earnings used to support grants and districts in perpetuity. Options for establishing named endowment funds starting at $25,000 are also summarized.
Not Your Grandpas Rotary Club Anymore or Is It_SU_Final.pptxRILearn
The document discusses ways to assess and improve club culture in Rotary clubs. It provides tips for conducting club culture assessments, identifying issues, and implementing changes. The key aspects are using Rotary's change model of assess, design, implement, build, and sustain changes. It also discusses how to communicate changes, find supporters to drive changes, and market a new club culture. The overall aim is to understand club culture challenges and make improvements to better engage members and attract new ones.
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
Guideline to Rotary Service Projects Committee.pptxSurendra Joshi
The document provides guidelines for Club Service Project committee chairs and members. It outlines the role and responsibilities of the committee which include developing committee goals to achieve club service project goals, conducting needs assessments, planning and evaluating projects, and leading fundraising efforts. It also discusses strategic planning, developing effective projects, district grants, global grants, and resources available from Rotary International and The Rotary Foundation to support service projects.
The document provides an overview of various fundraising methods for an HKU department of social work. It discusses three components of institutional plans including strategic, development, and marketing plans. It describes three categories of giving in an integrated development plan: annual giving for operating costs, capital giving for special projects, and planned giving for financial stability. Finally, it outlines different fundraising methods like individual solicitation, group events, and soliciting organizations, and factors for successful fundraising like planning, budgets, volunteers, and publicity.
[Urban Management Program City Paper : Kathmandu, Nepal]shrdcinfo
This document provides an overview of urban management policies and practices in Nepal. It discusses Nepal's population statistics and demographics. Urbanization has been increasing, with the urban population growing at 3.38% annually. The government has implemented various policies and legislation related to local governance, solid waste management, and urban development. Key challenges facing urban areas include a lack of basic infrastructure and services, high levels of poverty, and increasing pressure on municipalities as populations grow. The document also outlines opportunities to address these issues under Nepal's new constitution.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
This document discusses intergenerational relationships and challenges in Rotary. It defines different generations based on defining historical events and provides characteristics of each. Veterans/Traditionalists were born 1900-1945 and lived through the Great Depression and WWII. Baby Boomers were born 1946-1964 and lived through social movements of the 1960s. Generation X was born 1965-1980 and came of age during times of rising divorce and crime rates. Millennials were born 1981-1999 and the first to come of age in the new millennium and with new technology. The youngest generation, called Centennials or Gen Z, were born 1997-present and have never known life without the internet. The document notes challenges in communication and motivation across generations
Region Chairperson - Role & Responsibilitym nagaRAJU
This document provides guidance and information for the role of a region chairperson (RC) in Lions Clubs International. It outlines the key responsibilities of an RC, which include promoting the district governor's program priorities, strengthening weak clubs, and achieving membership growth. An RC must attend regular meetings and trainings. Their main duties are to serve as a link between the district leadership and zone clubs and to support zone chairpersons and district officers. The document also discusses important qualities for an RC, such as loyalty and communication skills, and provides tips for effective time management in the role.
The document discusses major gifts and the process of soliciting large donations from major donors. It provides guidance on identifying prospective major donors, cultivating relationships with them, and making the ask. Key aspects include researching a donor's interests and past giving, tailoring the request to align with the donor's values, and stewarding the relationship after a gift is made through proper communication and recognition. The goal is to match a donor's interests with an organization's needs in order to receive substantial support.
This document provides information about Rotary Foundation global grants, including an overview of what global grants fund, the areas of focus for global grants, grant requirements, and examples of activities that can be funded by global grants such as humanitarian projects, scholars, and vocational training. It also provides guidance on developing a monitoring and evaluation plan for global grant projects, including standard measures, terminology, and methods that should be followed to ensure the Foundation can effectively track results. Sample global grant projects and monitoring plans are also included for reference.
This document outlines the fundamental components of a Resettlement Action Plan (RAP), including its objectives, compensation and resettlement strategies, and monitoring. The key objectives of a RAP are to identify and improve or restore the livelihoods of those affected by involuntary resettlement due to a development project. It must also consider alternatives to minimize displacement. A RAP establishes compensation rates and outlines resettlement sites, income restoration activities, stakeholder engagement, and monitoring and evaluation procedures. It aims to enhance livelihoods in a sustainable manner and minimize undesirable impacts of involuntary resettlement.
How does club and district planning drive membership
growth? Hear about actual Rotary club experiences from
panelists, along with metrics to illustrate how planning
increases retention, attracts new members, and boosts our
impact on the world.
Rotarians are our best brand ambassadors, and the ideal
spokespeople for communicating the value we bring to the
communities we serve around the world. Come learn about
the new public image resources you can use to increase
others’ understanding of Rotary and inspire them to take
action, or even become members.
Global grants support large international activities with
sustainable, measurable outcomes in Rotary’s areas of focus.
If you haven’t participated in a global grant project, this
session is for you. You’ll learn the basics of global grants and
understand how to get started.
Learn about recent updates to Rotary.org, and My Rotary,
what we’re working on now, and what’s in store for the future.
We’ll listen to your feedback, talk about our decision-making
process, share how we’re measuring success, and offer tips
for sharing your Rotary success stories with our team.
New Generations Service Exchange (NGSE) is a Rotary International program that allows young adults aged 18-30 to participate in cultural and professional exchanges in groups between districts. NGSE exchanges go beyond traditional youth exchanges by enhancing participants' professional skills and providing foreign cultural experiences. The document provides examples of how to set up partner districts, recruit exchange teams, and coordinate group activities. It outlines eligibility criteria, logistics of agreements and orientations, and sample itineraries for past exchanges between District 1841/1842 in Germany and District 3480 in Taiwan. The scope of NGSE exchanges includes visiting companies, public institutions, experiencing local cultures and history, enjoying scenic destinations, participating in vocational services, and having
What if a project could be completed by the end of your next
club meeting? Learn how to design innovative activities that
are cost effective, time restrained, and beneficial to your
community. Harness your creativity and start thinking about
potential mini-projects that will engage your members and
leave them with a real sense of accomplishment at the end of
your meeting.
This document provides instructions for promoting Rotary Global Rewards, a member benefits program that offers discounts to Rotarians. It demonstrates how to access the program on desktop and mobile devices and highlights new features. Tips are given for promoting the program, including presenting it at PETS and district conferences, emailing members, encouraging Rotarians to create offers for their businesses, and adding links to club websites. The document shows how to find promotional materials and encourages sharing success stories.
Do you have a club website or app to keep your members
connected and up to date? Does your club manage member
and officer updates online? Over 14,000 clubs are already
integrated directly with Rotary International’s membership
database using tools provided by our licensed vendors. These
club management systems help you keep your membership
and club officer information up to date, connecting it to RI
in real time. They also provide easy-to-use templates for
your club’s website and tools to facilitate communication
among members. Come meet some of our vendors, see the
possibilities, and let us help you get started.
Whether you’re a future club president, Rotary Foundation
committee chair, or just passionate about fundraising, this
session will teach you about the Annual Fund and how to
establish or promote a culture of philanthropy in your club.
We’ll discuss ways to encourage first-time donors and thank
and recognize people who give.
This document summarizes insights from a recent Rotary survey on members' visions for the organization. Over 28,000 Rotarians, Rotaractors, and alumni provided input. Key findings include: For an ideal Rotary, members want diversity and community impact. Members see Rotary's strengths as its humanitarian work and values. Attracting new members and engaging current ones are top challenges. Younger members place more importance on diversity. Retention is higher for newer and younger members. Most recommend Rotary for the friendships and community it provides at the club level through varied service projects. The survey insights will inform Rotary's strategic plan and vision for the future.
The service continuum goes from nice to important to
essential. Too often clubs do nice projects because they
haven’t developed effective criteria for determining what
they should do. This interactive session will demonstrate the
process of reviewing current and potential service projects,
identifying criteria, and prioritizing them. You can use
this procedure on committees, at board meetings, or with
the club as a whole. Get ready for serious conversations on
practical matters and ethical issues, with some great tools
for discussion and engagement.
This document outlines strategies for promoting Rotary within local communities. It discusses running a "People of Action" campaign to highlight how Rotarians solve community problems. The campaign would share stories of Rotarians working with community partners and experts to develop and implement lasting solutions. The strategy also aims to narrow the gap between awareness and understanding of Rotary by defining what Rotary is and its impact, and allowing clubs to localize advertising to make it more relevant locally. It concludes by providing information on how to access additional Rotary convention presentations.
Organizational success depends on many factors, including choice of the right candidates. To achieve the highest quality, you must start with proper selection of not only students, but host families, club and district YEOs and committee members, and counselors. We will discuss the selection process holistically: its overall importance, timelines, and all of the people involved.
The Rotary Foundation transforms donations into sustainable projects in six areas of focus: promoting peace, fighting disease, providing clean water, saving mothers and children, supporting education, and growing local economies. It has spent $3 billion on projects over 100 years. Donations of as little as $0.60 can protect a child from polio. The presentation outlines Rotary Foundation expenditures and impact areas as well as ways Rotaract clubs can get involved in Foundation projects.
Fundraising for The Rotary Foundation can be fun and
inspiring, and come with personal benefits. Interested?
Join us to explore strategies for engaging members, creating
innovative campaigns, recognizing and connecting with
potential donors, and effectively sharing our story: Rotarians
and The Rotary Foundation are Doing Good in the World.
Establishing and Maintaining a Successful Paul Harris SocietyRotary International
The Paul Harris Society recognizes Rotary members and
friends of The Rotary Foundation who contribute $1,000
or more each year to the Annual Fund, PolioPlus Fund, or
approved global grants. Learn how you can help achieve the
Foundation’s goal of establishing a Paul Harris Society in
each district, or work to maintain those that already exist.
If you have some experience with global grants and a firm
grasp on the basics, this session is for you. Learn how to
take the next steps toward developing a quality global grant
project, including conducting needs assessments and
making sure your project aligns with the areas of focus goals.
Zika and Dengue: Creating Partnerships to Interrupt Transmission (Honein)Rotary International
Zika, a mosquito-borne virus, can be passed from a pregnant
woman to her fetus, potentially causing microcephaly and
other devastating defects. Environmental factors may
contribute to the spread of the viruses that cause Zika,
dengue, and other tropical diseases, as a changing climate
may allow their mosquito carriers to flourish. Though
no vaccines exist for Zika or dengue, Rotary clubs can
implement service projects to provide education, clean up
mosquito habitats, promote prevention, and implement
an exciting new method to interrupt mosquitoes’ ability to
transmit these viruses.
Over 500 districts are certified to host Youth Exchange programs throughout the world, which provides a lot of opportunities and experiences for our students. Let's learn how we can expand our networks by engaging new Rotary clubs in our districts.
Learn the important role that cadre members play in
advising grant applicants, ensuring proper stewardship
of Foundation funds, and promoting practices that lead to
stronger, more sustainable grant projects.
Leaving a Legacy of HopeRotary’s Endowment FundChris Offer
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.
The Rotary Club of Tallahassee Foundation UpdateSheryl Barlow
November is Rotary Foundation Month. Join us for this special presentation from Russell Daws and Roger Champion.
Learn about the good works of the Rotary Foundation, Rotary International’s charitable arm.
Discover how Rotarian gifts are transformed into projects that change lives both close to home and around the world and this taps into a global network of Rotarians who invest their time, money, and expertise.
Hear about Rotary’s priorities, such as eradicating polio and promoting peace.
Foundation grants empower Rotarians to approach challenges such as poverty, illiteracy, and malnutrition with sustainable solutions that leave a lasting impact.
The document provides an overview of The Rotary Foundation (TRF). It discusses the historical background and establishment of TRF. It outlines TRF's motto, mission, and administration compared to Rotary International. It describes TRF's programs, grants structure, qualification process, and areas of focus. It also discusses ways to support TRF through contributions, recognition levels, and fundraising events like Polio Days and the World's Greatest Meal to end polio.
The document discusses The Rotary Foundation and fundraising for foundation projects. It covers the following key points:
1) The Rotary Foundation has three main funds: the Annual Fund, Endowment Fund, and PolioPlus Fund. Donations are allocated through the SHARE system to the World Fund or District Designated Fund.
2) Fundraising goals include contributions to the Annual Fund, PolioPlus donations, and growing the Endowment Fund. Successful strategies involve the Every Rotarian Every Year initiative and expanding the Paul Harris Society.
3) Identifying and cultivating major donors is important for securing large donations and growing the Endowment. District foundation committees and zone leaders can help develop fundraising plans and identify potential
11/9/2017 - Gary Dills Rotary Foundationprofcyclist
This document provides information about Rotary Foundation giving clubs and recognition levels. It outlines three giving clubs - the 100% Foundation Giving Club, 100% EREY Club, and 100% Paul Harris Society Club. It also lists 16 Rotary clubs that have achieved 100% status for PHF Clubs. The document discusses ways to give including checks, cash, Rotary Direct, stock, and IRA distributions. It outlines levels of giving including becoming a Paul Harris Fellow and Major Donor. Recognition levels for Major Donors and bequests are provided. The document encourages gifts of any size and their impact. It describes opportunities for named funds, endowed global grants, endowed peace fellows, and contributions to ending polio.
During this webinar we will cover:
• How to encourage giving to Annual Fund, PolioPlus, and the Endowment Fund
• Setting goals for giving on Rotary Club Central
• Accessing & understanding information from key Foundation reports in My Rotary
This document provides background information on Mayan Raslan, including her educational and professional experience and roles within Rotary International. She has a Bachelor's degree in translation, a Master's in public administration, and a PhD in public administration. Currently she is a partner and executive vice president at SpeedoTrans Co. and holds several leadership positions within Rotary International District 2451 in Egypt, including assistant public image coordinator for Zone 20b and vice district governor. The document outlines her extensive experience within Rotary clubs and at the district level since 1999.
How to Host a Million Dollar Dinner for the Rotary FoundationRotary International
The concept of a million-dollar dinner started in District
5110 (Oregon, USA) in 2004 and is spreading around the
world, bringing together people who commit to new gifts
of $10,000 or more. Are you ready to inspire your district
to take its Foundation fundraising to the next level? From
forming a committee and identifying prospective supporters
to event planning and promotion, you’ll learn how to produce
an unprecedented major gift campaign in your community.
Tools for Building Awareness of Rotary’s Endowment in Your District and ClubRotary International
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Linda Grant
Colac Region Sub Fund
Advisory Committee
Responsible to the Board for advising
on granting priorities and assisting with
fundraising for the Colac Region Sub
Fund.
Membership: Helen Paatsch (Chair),
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Sub Fund.
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B
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2. 2
Panelists
Ron Burton
PRIP and 2018-19 Foundation Trustee Chair
Chair, Investment Committee
Richard Clarke
Endowment/Major Gift Advisor, Zone 25
Past President of The Rotary Foundation – Canada
Eric Jones
Chief Investment Officer
Ravi Vadlamani
Endowment/Major Gift Advisor, Zone 5
3. 3
Arch Klumph’s Vision - 1917
It seems eminently proper
that we should accept
endowments for the purpose
of doing good in the
world, in charitable,
educational or other avenues
of community progress …
— Arch Klumph, 1917
4. 4
Ways to Contribute to the Foundation
Term Gift/
Restricted
Giving
Annual Fund
Endowment
Fund
PolioPlus
Secure the future
End polio now
Supporting communities today
Donor customized giving
6. 6
Areas of Focus
• Water and Sanitation
• Peace and Conflict Resolution/Prevention
• Basic Education and Literacy
• Disease Prevention and Treatment
• Child and Maternal Health
• Economic and Community Development
7. 7
The Power of an Endowment Fund
• Contributions to the Endowment Fund are invested in
perpetuity
• Earnings from investment are used to support
Foundation programs
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
Spendable Earnings Market Value
8. 8
Endowment Management Philosophy
Expected return of 8%
Distribute up to 5% in support of Rotary
programs
Reinvest 3% to keep up with inflation
Needs of
today
Needs of the
future
9. 9
Endowment Investment Policy
Long-term investment
strategy
Diversified portfolio
Equity orientation for
growth and capital
appreciation
Long-term return that
exceeds the spending rate
and the rate of inflation
Stocks
36%
Bonds
10%
Real Estate
4%
Inflation
Protection
12%
Hedge
Funds
10%
Private
Equity
10%
Global
Balanced
18%
10. 10
Endowment Spending Policy
Total
Spending
Above Gift
Value
Below Gift
Value
Spending rate is driven by
expected future return on
the portfolio
Spending amount is
determined each year by
formula based on the extent
to which a fund has
accumulated earnings to
spend
13. 13
Why the Endowment Fund?
Achieve Your Dream Of “Doing Good” In
Perpetuity
• Establish your Rotary legacy
• Provide a permanent source of funds to support
Foundation grants and programs that are important
to you – starting now or in the future and
• Be a part of Rotary forever
14. 14
Rotary’s Endowment Fund
• Gifts can be made today or in the future
(estate bequest or planned gift)
• Spendable earnings directed to programs
• Can establish individual fund in the name of the donor
or other name selected by the donor
• The larger the gift, the more flexibility afforded
15. 15
How to make a gift to the Endowment
Fund
Contributions in any amount provide crucial support for
Rotary’s programs and can be funded through…
Appreciated securities
Cash
Real estate
Life income agreements
Estate bequests or planned gifts
$10,000 or greater major gift pledge
16. 16
Major Giving and Named Funds
Named
Funds
$25,000
Support
World Fund,
SHARE or
Peace Centers
$25,000
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
approximately
every
$1,000,000
Work with
TRF to meet
your
philanthropic
goals
17. 17
Making Dreams a Reality and a Legacy
WORLD FUND – make a gift and designate the World Fund and the
Trustees will determine the highest and best use
SHARE – Support your District’s projects
DG Lyn and Alex Stroshin D - 5040 – new AKS members
designated their gift in part to enhance District DDF for District Grants
18. 18
Making Dreams a Reality and a Legacy
Areas of Focus
Doreen and Zen Moisey
(D 5370) Rotary Endowment for
Economic and Community
Development for Ukraine
Global Grants
Liz and Herb Hezlop D 5300 –
established a Vocational Training
Team Endowment
19. 19
Named Funds
PRIVP Monty Audenart
Endowment – designated to District
5360 SHARE
Rotary Club of Chicago 100 Years
Endowment – to District 6450
SHARE
Making Dreams a Reality and a Legacy
20. 20
Secure Your Vision for the Future
Tae-In Kim Endowed Global Grant
Original Gift Value: $1,216,999.31
Current Market Value: $1,445,853.87
Growth: 15.8% since 1996
Spendable earnings:
• have funded three scholarships for District 3640
• continue to generate funding for additional
scholarships; currently $166,113.16 remaining
21. 21
See Your Rotary Legacy at Work
PRD Hee Byung Chae has watched his legacy
grow for 23 years while providing $39,000 in
spendable earnings for Rotary programs
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016
Spendable Earnings Market Value
Initial gift:
$26k
Cumulative Spending:
$39k
Market Value:
$46k
22. 22
See Your Rotary Legacy at Work
PRD Hee Byung Chae Endowed Fund
Original Gift Value: $26,000.00
Current Market Value: $47,084.93
Growth: 44.8% since 1994
Spendable earnings:
• have provided $ 5,308.39 to World Fund since 2010
• have provided $5,308.39 in District Designated
Funds for District 3650 since 2010
23. 23
Making Dreams a Reality and a Legacy
• Pooled endowment funds – a new opportunity
• Major gift initiatives – an attractive option
• Endowments – the way forward
• Regular recurring gifts and pledges – an
opportunity to invest in the future of Rotary
24. 24
Other Related Break-Out Sessions
• Rotary’s Tomorrow Depends on What
We Do Today
June 12th at 2:30 pm EDT
Room B408
• Enhance Your Rotary Legacy With
U.S. Tax-Wise Gift Options
June 14th at 2:30 EDT
Room B316
25. 25
Resources
• Your Rotary Legacy brochure
• Endowment postcards
• Additional resources and information available
online at rotary.org/legacy
27. 27
This presentation and others
from throughout the convention
are available through the
convention mobile app and on
SlideShare at
www.SlideShare.net/Rotary_International.
28. 28
Rate this session in the
Rotary Events app,
available in your Apple or
Android app store.
Editor's Notes
RON BURTON
[…introduces himself as leader/moderator of the session and makes the following introductory remarks]
We are fortunate that each year, thousands of Rotarians and non-Rotarians choose our Rotary Foundation as one of their charities of choice and, by doing so, provide support by way of an outright major gift and/or a future gift commitment through a bequest or pledge.
The Rotary Foundation is unique. The Rotary Foundation is your Foundation, addressing the greatest needs this world faces. With world reach greater than the United Nations, we can go where other groups cannot go.
You are here today, I hope, because you have an interest in learning more about Rotary’s Endowment Fund, perhaps for your personal benefit, perhaps as a club, district or zone leader. You may be here today because you are already a major donor or bequest society member and would like to learn more about the new opportunities available for support. If you fall into this category [OPTIONAL: ASK FOR A SHOW OF HANDS?], let me take a moment to thank you for your generosity.
More than anything, we encourage you to share what you have learned here today with others. You may just plant the seed of consideration in the mind of another for a future gift.
We will have time for Q&A after the panelist’s remarks and if we do not get to your question during the allotted time we will be here after the session or you can leave your contact information and we will reach out to you.
RON
I would now like to ask my fellow panelists to introduce themselves.
We also have representatives from Rotary’s development staff here in the room [ASK FOR THOSE INDIVIDUALS TO RAISE THEIR HAND]
RON
It was Arch Klumph who, in 1917, foresaw the power of an endowed institution for the “purpose of doing good in the world” and the $26.50 that endowed the Foundation is the origin of what is the Endowment Fund today. And 100 years later, we are in Atlanta to celebrate the centennial anniversary of The Rotary Foundation.
RON
There are multiple ways to contribute to The Rotary Foundation. The Annual Fund is the primary source of funding today for Foundation programs and grants and contributions to the Annual Fund provide current support for Foundation programs.
Term gifts and restricted gifts can be used by donors to meet their specific wishes to support global grants within a specific period of time, usually within one or two years.
As you all know, polio is the primary initiative of Rotary. We are this close to complete eradication, but there is still work to be done.
The Endowment Fund is what we are here to discuss this afternoon. The Rotary Foundation launched its first Endowment Fund initiative in 1996. The initial goal of $200 million was surpassed in 1999, six years ahead of schedule, building a strong base for the Foundation.
RON
The Rotary Foundation’s Endowment Fund has reached an important milestone to secure the Foundation’s future.
Thanks to the generosity of Rotarians around the world, the Endowment Fund has recently crossed the $1 billion milestone based on the total of invested cash and future expectancies and bequests.
The Trustees have approved the next goal for the Endowment Fund of $2 billion and $25 million by the year 2025. That has a nice ring to it doesn’t it.
The Endowment Fund has grown rapidly over the past several years, but we have only just begun to scratch the surface of our potential.
To put it in perspective, the current net asset value of the Endowment Fund is equivalent to $312.50 per Rotarian.
RON
No matter where or how you designate your gift to The Rotary Foundation it will be used to change lives.
You may want to see your gift used to provide clean, clear, potable water and good sanitation which are cornerstones of a good healthy environment for a village and for children to grow up healthy. Rotary launched the Water and Sanitation area of focus major gift initiative on 1 July 2016 with a goal to raise $25 million.
You may be passionate about peace and conflict resolution and want to endow a scholar at one of Rotary’s Peace Centers. Rotary will launch the Peace area of focus major gift initiative on 1 July 2017 with a goal to raise $75 million.
You may be most enthusiastic about literacy. Literacy projects locally or internationally leave a lasting impact on young lives. Nothing ensures a strong future for our communities better than education for gifts and boys.
Rotary will launch the Basic Education and Literacy area of focus major gifts initiative also on 1 July 2017 with a goal to raise $25 million.
You may want to support Maternal and Child Health or Disease Prevention including polio eradication.
Rotary will launch major gift initiatives for these areas of focus on 1 July 2018 with a combined goal to raise $50 million and the Economic and Community Development initiative will launch the following year.
No matter where your interest lies, the Endowment Fund is a way to meet your giving preferences and do so in a way that provides funding forever.
I would now like to invite Eric Jones, Rotary’s Chief Investment Officer, to discuss the management of Rotary’s endowment fund.
ERIC
To distinguish an endowment from other ways to give to Rotary, an endowment fund is simply a permanent source of funds, whereas other types of gifts are one-time gifts. The benefit of an endowment fund is that the contributed funds are invested in perpetuity. In other words, forever.
The benefits of an endowment are mutual. The organization benefits from having a permanent source of funds to invest and to generate earnings and in the case of the Foundation to supplement the funding that comes from contributions that flow through the Annual Fund.
For a donor, an endowment is legacy that each and every year generates additional funding (essentially an incremental gift).
The permanency of an endowment is very powerful. One of the most fundamental tenets of investing is the power of compounding. Compounding is earnings on top of earnings and that is one of the basic tenets of an endowment fund. Earnings on top of earnings each and every year on top of the original contribution to grow the amount invested and increase the earnings power of an endowment fund.
This is an example using a real endowment fund created in 1994. The fund was established with an original gift of $26,000. Despite some ups and downs during this time frame, the fund has grown to $47,000 and has also generated nearly $40,000 that has been used to support the humanitarian work of the Foundation. This is an example of how you can leave a lasting, permanent legacy to do good in the world and we will learn more about this endowed fund shortly.
ERIC
The overarching objective of an endowment fund is to provide maximum sustainable support to the Foundation. Even though an endowment is permanent, managing an endowment fund is a constant exercise in balancing the needs of today against the needs of the future. Spending more from an endowment today reduces the value of the fund and future earnings will be lower.
The investment strategy is seeking to balance the present and future and earn a return that enables the fund to support the Foundation each year with the maximum amount of funding possible.
ERIC
There are two key components of endowment management policy – the investment policy and the spending policy.
First, I will talk about investment policy. The endowment investment policy is predicated on three elements. It is a long-term investment strategy, implemented in a diversified portfolio of investment strategies, with a bias to equity investments. The strategy is dictated by the need to earn a return over time that exceeds the amount that is spent from the endowment fund and the long-term effects of inflation.
This means the investments of the fund are largely in higher growth or higher returning investments, mostly equity investments, with diversifying strategies like bonds and other strategies to manage risk. There is always uncertainty and volatility and diversification of risk is of paramount importance.
The combination of investment strategies is intended to provide the needed return with diversification to control the risk associated with long-term investing.
That does not eliminate entirely the potential for losses in any given period especially over weeks, quarters and even a year. The risk of loss goes hand in hand with investing to generate returns.
Almost all of the investments of the endowment fund portfolio are managed by professional external investment firms some of which are recognizable names and some are not. These firms have a distinct strategy and skill and are trying to add value over an index or benchmark. The portfolio has allocations to approximately 25 investment managers.
ERIC
The second important element of endowment management is the spending policy.
The spending policy and the spending rates that are used are driven by the expected return on the investment portfolio. In other words, if we expect to earn 8% and we expect inflation to be 3%, then we can afford to spend up to 5%. If we expect to earn less or if investments go through a tough period, then the spending rate that is used will likely be lower.
We determine how much to spend from each individual endowment fund based on the current market value of each fund in relation to the original gift value.
If the fund is below the original gift value, we will spend only a small amount or even zero so that the fund can recover its lost value. If the fund value is above the original gift value, then we will spend at a higher rate which has recently been up to 5%.
ERIC
The endowment fund is providing significant funding to the Foundation equal to about 10% of the Foundation’s expenses in the coming year.
The growth in the spending from the endowment fund reflects the growth in the fund itself and the earnings generated during this time period.
As the endowment fund continues to grow, the support provided to the Foundation will grow accordingly. When we reach $1 billion in assets invested, that will generate between $40 and $50 million per year in funding each and every year toward Foundation programs.
ERIC
The endowment fund is not one homogenous pool. Today, there are approximately 1,400 individual named endowment funds within Rotary’s endowment fund. If you establish a named endowment fund, then you can designate how your endowed fund is used.
You can direct it to SHARE and a portion of the spending will go back to your district according to the 50/50 split with the World Fund.
You can direct the funds to a specific area such as grants, Rotary Peace Centers, one of the six Areas of Focus, or to the World Fund where it will be up to the Trustees to determine how to spend the money.
While it is clearly possible to customize a giving plan, since the fund will last forever, it is better to provide flexibility for the Trustees and District leaders of the future to address the greatest challenges.
As we can see in the slide, the vast majority of donors are trusting future Rotary leaders to make sound decisions.
For those who want to fund programs in the areas of peace or a specific area of focus, we stand at the ready to steward those gifts and set the stage for ongoing project work for generations to come.
I would now like to invite Richard Clarke to discuss giving to the endowment fund in more detail.
RICHARD
YOU AND I HAVE BEEN PART OF THE FOUNDATION’S PAST – WE CAN BE PART OF IT’S PRESENT AND CERTAINLY IT’S FUTURE.
THE ENDOWMENT FUND OFFERS ROTARIANS A NUMBER OF OPPORTUNTIIES TO SUPPORT ROTARY’S INCREDIBLE HUMANITARIAN EFFORTS
AND WE CAN DO IT IN PERPETUITY.
A GIFT NOW TO THE ENDOWMENT FUND WILL GO TO WORK RIGHT AWAY
A BEQUEST WILL GO TO WORK IN THE FUTURE
BUT EITHER WILL BE FOREVER
RICHARD
TODAY YOU CAN CHANNEL YOUR GIFT TO YOUR FAVOURITE ROTARY FOCUS
YOU CAN NAME A FUND IN COMMERATION OF A LOVED ONE
OR REMIND YOUR CLUB OF YOUR MEMBERSHIP AND SUPPORT
OR REMAIN ANONYMOUS
THE CHOICE IS YOURS BUT WILL DEPEND ON THE MAGNIITUDE OF THE GIFT
RICHARD
A CASH GIFT OR GIFT IN KIND SUCH AS PROPERTY OR STOCK WILL BEGIN TO GENERATE SPENDABLE EARNINGS WITHIN 18 MONTHS
IT IS IMPORTANT TO NOTE THAT THE AVAILABILITY OF SPENDABLE EARNINGS WITH AN ENDOWED GIFT TO SUPPORT THIS PROGRAM, MAY VARY DEPENDING ON INVESTMENT PERFORMANCE AND THE ENDOWMENT FUND SPENDING POLICY.
TO PRESERVE THE CAPITAL OF THE GIFT – IT NEEDS SOME TIME TO GENERATE EARNINGS
RICHARD
ONE OF THE LESSONS FROM OUR CAMPAIGNS FOR THE PEACE CENTRES THESE PAST 10 YEARS IS THAT NAMED FUNDS ARE ATTRACTIVE TO MANY DONORS
SO WE HAVE EXTENDED THE POSSIBILITY OF NAMED FUNDS AS THIS SLIDE DEMONSTRATES TO OTHER ROTARY EFFORTS INCLUDING THE SIX AREAS OF SERVICE.
YOU CAN CREATE A NAMED FUND IN YOUR NAME OR SOMEONE ELSE’S NAME FOR A GIFT OF $25K OR MORE. IN THIS WAY, YOU CAN REMEMBER A FAMILY MEMBER OR LEAVE YOUR PERSONAL LEGACY.
A NAMED FUND IS TRACKED SEPARATELY AND DONORS RECEIVE AN ANNUAL UPDATE ON THEIR ENDOWED FUND.
NAMED FUNDS ARE GIFTS OF $25,000 OR GREATER. YOU CAN SUPPORT YOUR DISTRICT WITH A GIFT DESIGNATED TO SHARE OR THE PEACE CENTERS. A GIFT OF $500,000 CAN SUPPORT A ROTARY PEACE FELLOW EVERY SECOND YEAR. GIFTS CAN BE DESIGNATED TO ONE OF THE SIX AREAS OF FOCUS.
$750,000 ENDOWS A FELLOWSHIP FOR ONE MASTER’S DEGREE STUDENT APPROXIMATELY EVERY TWO TO THREE YEARS
$1 MILLION ENDOWS ONE VISITING LECTURER APPROXIMATELY EACH YEAR
$1.5 MILLION ENDOWS A FELLOWSHIP FOR ONE MASTER’S DEGREE STUDENT APPROXIMATELY EVERY YEAR
ROTARY WELCOMES THE OPPORTUNITY TO RECOGNIZE GIFTS OF $10,000 OR MORE WITH MAJOR DONOR RECOGNITION. WITHIN THE MAJOR DONOR RECOGNITION STRUCTURE IS A PRESTIGIOUS RECOGNITION LEVEL FOR GIFTS OF $250,000 OR MORE, KNOWN AS ARCH C. KLUMPH SOCIETY RECOGNITION (AKS).
RICHARD
SOME ROTARIANS CHOOSE TO DESIGNATE THE WORLD FUND AND LEAVE CURRENT AND FUTURE TRUSTEES THE FLEXIBILITY TO UTILIZE THE FUNDS THROUGH THE WORLD FUND TO MEET CHANGING PRIORITIES
YOU CAN DESIGNATE A DISTRICT’S SHARE AS THE BENEFICIARY OF YOUR GIFTS EARNINGS
ONE ROTARIAN DID SO ANONYMOUSLY TO HIS OWN DISTRICT WITH A CURRENT GIFT. HE GETS TO SEE HOW THE FUNDS ARE BEING USED AS HE CONTINUES HIS ROTARY JOURNEY
DG LYN & ALEX STORSHIN – NEW AKS CANADIAN MEMBERS’S WISHED TO ENCOURAGE AND SUPPORT MORE LOCAL DISTRICT GRANT PROJECTS – SO THEY ENDOWED A PORTION OF THEIR GIFT TO THEIR DISTRICT’S SHARE.
RICHARD
WITH A GIFT OF $25K OR MORE – YOU CAN CHOOSE TO DESIGNATE ONE OF THE AREAS OF FOCUS TO BENEFIT FROM YOUR GIFT
ECONOMIC DEVELOPMENT – ANOTHER NEW AKS CDN ROTARY COUPLE WISHING TO MAKE A DIFFERENCE IN THEIR HOMELAND USED THEIR AKS GIFT TO ESTABLISH THE DOREEN & ZEN MOSIEY ROTARY ENDOWMENT FOR ECONOMIC AND COMMUNITY DEVELOPMENT FOR UKRAINE
HERB HEZLEP COORDINATED HIS DISTRICT 5300’S GSE PROGRAM FOR THE ENTIRE LIFE OF THE PROGRAM – WISHING TO SEE A CONTINUATION OF A LONG-STANDING FRIENDSHIP WITH AUSTRALIAN ROTARIANS. HE AND HIS WIFE LIZ HAVE ESTABLISHED AN ENDOWMENT TO SUPPORT CONTINUNING EXCHANGES BETWEEN THEIR DISTRICT AND AUSTRALIA.
RICHARD
TWO EXAMPLES OF NAMED FUNDS:
D 5360 WISHING TO CONTINUE THE WORK OF PRIVP MONTY AUDENART – WHO WE LOST WAY TOO SOON - ESTABLISHED A NAMED FUND TO SUPPORT THEIR DISTRICT’S SHARE
ROTARY ONE IN CHICAGO DID SOMETHING SIMILAR FOR BY ESTABLISHING AN ENDOWMENT TO GIVE CLUB MEMBERS AND OTHER DISTRICT ROTARIANS’ PROJECTS IN PERPETUITY.
SO AS YOU CAN SEE – INDIVIDUAL ROTARIANS, GROUPS OF ROTARIANS, CLUBS, DISTRICTS AND EVEN ZONES CAN MAKE THEIR ROTARY DREAMS A REALTY THROUGH MAJOR GIFTS AND LEGACY GIVING TO OUR ROTARY ENDOWMENT FUND – DOING GOOD THROUGH THE DECADES TO COME.
I WOULD LIKE TO WELCOME ROTARY FOUNDATION TRUSTEE YOUNG SUK YOON TO DISCUSS THE IMPACT THAT TWO ENDOWMENT FUNDS HAVE HAD ON INDIVIDUALS FROM KOREA.
YOUNG SUK
The generosity of Tae-In Kim has enabled Ms. Sulhwa Choi to study applied theatre at Royal Central School of Speech and Drama in London, England and Dongyoun Cho to earn a Master’s in Public Administration at Harvard University in Cambridge, M.A, U.S.A.
In addition to these scholarships, his gift has generated over $160,000 in spendable earnings that is available to be spent in future years for programs on top of the value of his named fund.
His fund will continue to grow each year within the Endowment, ensuring that Rotarians have the financial support they need to achieve his hopes for the future.
YOUNG SUK
Past Rotary Director Hee Byung Chae of District 3650 wanted to support his district and Rotary’s future at the same time by supporting the Endowment.
Currently 84 years old, he has watched his named fund grow for 23 years while seeing it improve communities through Rotary programs.
YOUNG SUK
Past Rotary Director Chae’s gift was designated to SHARE, so half of the spendable earnings on his fund go to World Fund and support communities around the globe and the other half is directed back to his district in the form of District Designated Funds.
Since 2010 his named fund has generated over $5,000 in funds for District 3650 that helped provide life-saving surgeries and educational program for neglected children with serious medical conditions in Seoul, Korea.
His legacy will continue to nurture the Rotary causes that are most meaningful for him for generations to come.
I would now like to invite Ravi Vadlamani to share some thoughts about gifts to the endowment fund.
RAVI
Pooled endowment funds – a new opportunity
Major gift initiatives – an attractive option
Endowments – the way forward
Regular recurring gifts and pledges – an opportunity to invest in the future of Rotary
I would like to turn the session back to Ron Burton for final remarks before questions.
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