Securing Our Rotary Foundation's Future: The Rotary Foundation's Funding Model

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Rotary International supports our Rotary members, clubs and districts in continuing with all of their good work throughout the world. To do that, we need to secure our Foundation’s future by taking some steps to ensure we have the necessary resources to continue our mission.

Transcript of Securing Our Rotary Foundation's Future: The Rotary Foundation's Funding Model

  • Securing Our Foundations Future 1The Rotary Foundation SECURING OUR FOUNDATIONS FUTURE May 2014
  • Securing Our Foundations Future 2The Rotary Foundation CURRENT MODEL TO FUND OPERATIONS Operating Expenses = Fund Development & General Administration Annual Fund Investment Earnings Endowment Fund Spendable Earnings
  • Securing Our Foundations Future 3The Rotary Foundation INVESTMENT RETURNS ARE UNPREDICTABLE -120 -100 -80 -60 -40 -20 0 20 40 60 80 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014E US$millions Fiscal Year End Operating Expenses Annual Fund Investment Return
  • Securing Our Foundations Future 4The Rotary Foundation WHY DO WE NEED A NEW FUNDING MODEL?
  • Securing Our Foundations Future 5The Rotary Foundation RESERVES WERE DEPLETED SLOW TO REBUILD -60 -40 -20 0 20 40 60 80 100 120 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014E US$millions Fiscal Year End Reserves Target
  • Securing Our Foundations Future 6The Rotary Foundation WHAT IS THE NEW FUNDING MODEL?
  • Securing Our Foundations Future 7The Rotary Foundation OUR NEW FUNDING MODEL EFFECTIVE 1 JULY 2015 Annual Fund Investment Earnings Endowment Fund Spendable Earnings 5% of Annual Fund Contributions 5% of Cash Contributions for Global Grants New Funding ModelCurrent Funding Model
  • Securing Our Foundations Future 8The Rotary Foundation NEW SHARE SYSTEM EFFECTIVE 1 JULY 2015 $1,000 $500 District Designated Fund $500 World Fund $50 or 5% earmarked for operating expenses.
  • Securing Our Foundations Future 9The Rotary Foundation 5% CASH CONTRIBUTIONS FOR GLOBAL GRANTS
  • Securing Our Foundations Future 10The Rotary Foundation OUR LONG-TERM STRATEGY Ensure we have sufficient funds to operate our Foundation Build an operating reserve Distribute surplus funds to Endowment Fund
  • Securing Our Foundations Future 11The Rotary Foundation WHATS IN IT FOR US?
  • Securing Our Foundations Future 12The Rotary Foundation DOING GOOD IN THE WORLD
  • Securing Our Foundations Future 13The Rotary Foundation fundingmodel@rotary.org