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