2015 ROTARY INTERNATIONAL CONVENTION

ROTARY’S ENDOWMENT

SECURING OUR FUTURE

Ravi Vadlamani Moderator 9 June 2015

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Ravi Vadlamani

Endowment/Major Gifts Adviser

District 3150, India

MODERATOR

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Jennifer Jones

Rotary International Director-

Elect

District 6400

Canada

PANELISTS

Jerry Meigs

Chair, Rotary Peace Centers

Major Gifts Initiative

District 5960

United States of America

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PANELISTS

Olayinka Babalola

Regional Rotary Foundation

Coordinator

District 9140

Nigeria

Hiroshi Shimuta

District Governor

District 4420

Brazil

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WHAT IS THE ENDOWMENT FUND?

• Contributions are not spent but rather invested in perpetuity.

• The investment earnings are

used to support Rotary Foundation grants and programs.

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WHY THE ENDOWMENT FUND?

• Establish your Rotary legacy

• Provide ongoing support to

Foundation grants and programs that are most important to you.

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NAMED ENDOWMENT FUND GROWTH EXAMPLE

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SPENDABLE EARNINGS

$5.7

$7.2

$8.5

$10

$11.9

$12.9

$0

$2

$4

$6

$8

$10

$12

$14

10-11 11-12 12-13 13-14 14-15 15-16

ENDOWMENT FUND EARNINGS AVAILABLE FOR SPENDING (US$ MILLIONS)

PROJECTED

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THE FRANK AND MILDRED BRANSCOMBE ENDOWED FUND

Frank and Mildred Branscombe Canada Established: 1994 Supports global grants

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ROTARY PEACE CENTERS

• Up to 100 Rotary Peace Fellows chosen each year to study at one of our 6 Rotary Peace Centers at 7 prestigious universities

• Program of study and applied field experience in areas relating to peace and conflict resolution

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BARKER ENDOWED WORLD PEACE FELLOWSHIP

Hartley B. and Ruth B. Barker United States of America

Established: December 1999

Path Heang Hartley B. and Ruth B. Barker Endowed Rotary Peace Fellow

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HOW YOU CAN HELP

• Educate Rotarians about

Rotary’s Endowment • Know how to identify prospects. • Lead by example.

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ENLISTING THE HELP OF OTHERS

• District Leaders • Zone-level Leaders

• Senior Rotary Leaders • Staff

• Gift and Estate Planning Program

(GEPP) subscribers

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GIFT & ESTATE PLANNING PROGRAM (GEPP)

As of May 2015: 580 subscribers 16 countries

rotary.org/plannedgiving

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THE ENDOWMENT AND YOUR DISTRICT

District 3230 2012-2013 2015-2016

Number of Named Endowed Funds

13 37

Total DDF from Named Endowed Funds

$5,192 $20,077

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RESOURCES

• Endowment Fund Financial Report 2013-14

• Major Gifts Major Impact brochure

• Your Rotary Legacy brochure

• Rotary Peace Centers brochure

• Ways to Give brochure

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ROTARY’S ENDOWMENT: SECURING OUR FUTURE

Questions?