Endowment Fund of The Rotary Foundation Shakuntala Raha, International Fundraising , Manager The Rotary Foundation, South Asia Office August 2017 02 August 2017
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Endowment Fundof
The Rotary Foundation
Shakuntala Raha, International Fundraising , ManagerThe Rotary Foundation, South Asia Office
August 2017
02 August 2017
Annual Fund
Polio Plus Fund
Term Gift/CSR
Endowment
Fund
The Rotary Foundation
Ways to Support The Foundation
TOP 5 GIVING COUNTRIES
Rank Country Annual Fund PolioPlus Fund Other Funds Endowment
FundTotal
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
Fund Composition-India
Total Contributions $20,014,617
Rotary Year 2016-17
Last 5 Year Endowment Fund Contribution - IndiaU
S$ m
illion
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
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
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
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 FundProvides general support to the World Fund, SHARE, or Rotary Peace Centers.
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.
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
Term Gift
Annual Fund
Endowment Fund
Share
( 3 years)
DDF(District
DesignatedFund)-50%
TRFProgramFunding
RotarianContributions
InvestmentEarnings
Spendable earnings
50%
Utilized through
Term Global grants
The Rotary Foundation Money Flow
Programs
Investment and Use of Endowment Fund Contributions
TRF OperatingExpenses
Spendable Earnings
ContributionsEndowment Fund
Return on Investments
How are The Spendable Earnings Used?
Note: Based on spending calculations for the FY2017-18 fiscal year. Total spending from the Endowment Fund is
$15.5 million.
Year Fair Market Value Cumulative Earning Exchange Rate US$ 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
Endowment Fund Overview
Total Named Endowed Funds as of 30 June 2016 by Country
CountryNumber of Named Endowed Funds Total Gift Value
United States 601 $105,489,159
India233
+ 46 (279)
$11,608,840 +$ 1,172,593
=$12,781,433Japan 132 $19,088,410Korea 80 $12,708,025Taiwan 71 $8,154,188Canada 44 $6,694,685Hong Kong 24 $7,417,276Nigeria 16 $1,033,608Australia 10 $505,339Italy 8 $435,724Malaysia 8 $697,322Thailand 8 $917,982
Interim June 2017Interim
June 2017
Endowment Fund –District wise
Rotary Year 2016-17
Zone / Zone / DistrictDistrict Nos.Nos. Amount US$Amount US$
Zone 4Zone 4 2424 $1,254,019$1,254,0193011 2 $499,0003012 4 $109,2803053 1 $12,5003060 4 $150,4303070 1 $25,0903080 3 $81,0473131 3 $195,2283132 1 $20,4623141 4 $140,8073142 1 $29,000
Zone 6AZone 6A 55 $94,813$94,8133120 3 $47,2913240 1 $17,5223292 1 $30,000
Zone / Zone / DistrictDistrict Nos.Nos. Amount US$Amount US$
Zone 5Zone 5 3434 $1,019,215$1,019,2152982 1 $26,0003000 6 $181,6183020 9 $383,8413150 6 $106,4773160 1 $8,4893170 5 $138,4043182 2 $35,3733230 4 $78,727
Grand Grand TotalTotal 6363 $2,368,171$2,368,171
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 $12,817638
As of 30 June 2017
Pooled Endowment Fund –Zone wise
Zone / District Nos. Amount (US$)
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$354,496Rotary Year 2016-17
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
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
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
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