Date post: | 25-Jul-2015 |
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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?