The document discusses various ways to give to The Rotary Foundation including annual gifts, endowment funds, and term gifts. It provides details on establishing named endowment funds starting at $25,000 that generate earnings in perpetuity. Larger endowment funds can be customized or support areas like peace centers. Term gifts between $15,000-$30,000 fund global grants for areas of focus that may originate worldwide or include a participating district. The endowment fund has grown to over $1 billion thanks to Rotarian generosity worldwide.

2. Term Gift/
Restricted
Giving
Annual
Fund
Endowment
Fund
PolioPlus
To Secure Tomorrow
To End Polio Now
Supporting communities Today
Donor customised Giving
Ways of Giving

3. Opportunity to be
part of Rotary Forever
Endowment Fund

4. Endowment Funds:
Opportunity to be part of Rotary Forever
• Established with a minimum
contribution of $25,000-either
outright contribution or pledge
commitment
• Fund invested and earnings
generated in perpetuity.
• Only the earnings are available to
support Foundation Programs
Named
Endowment
Fund

5. Major Gift Naming Opportunity
$25,000 Basic Named Fund Designated to World Fund/PF-SHARE
$100,000 Named Fund includes area of focus
$250,000 Establishes Named Fund with area of focus and participating district
$500,000 Named Fund includes area of focus, participating district, and location
details of program
$1 million Establishes customized Named Fund (in consultation with the Trustees)
Named Endowments Fund
Rotary Peace Centers
Gifts to the Rotary Peace Centers provide general support for the Foundation’s
partnership with leading universities around the world to train professionals in conflict
resolution, peace studies, international relations, and other related disciplines.

6. The Endowment is established
once the pledge is complete .The
Fund, after being established,
undergoes an investment cycle of
0.5 to 1.5 years
The earnings generated is made
available as part of DDF and can
be utilized by donor Club for
humanitarian projects
Endowment Fund

7. Term Gift
Annual
Fund
Endowment
Fund
Share
( 3 years)
DDF
(District
Designated
Fund)-50%
TRF
Program
Funding
Rotarian
Contributions
Investment
Earnings
Spendable
earnings
50%
The Rotary Foundation Money Flow
Utilized
through
Term Global
grants

8. Stocks
36%
Bonds
10%
Real Estate
4%
Inflation
Protection
12%
Hedge Funds
10%
Private Equity
10%
Global
Balanced
18%
Endowment Fund-Diversified Portfolio

9. Rotary’s Endowment Fund
The Rotary Foundation has reached an important milestone in funding the future.
Thanks to the generosity of Rotarians around the world, the total net assets, plus
expected bequests (“expectancies”), to the Endowment Fund now exceed $1 billion.
As of 30 April 2015:
 Endowment Fund Net Assets: $362.8 M
 Endowment Fund Expectancies: $640.0 M
 Total Net Assets + Expectancies: $1.003 B
$0
$200
$400
$600
$800
$1,000
$1,200
03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15
Expectancies
Net Assets
*in millions

10. INITIAL CHANGES TO SPENDING POLICY - 2011
Total Spending
Above Gift
Value
Programs: 3.5%
Overhead: 1.0%
Below Gift
Value
No Spending

11. 2014 CHANGE TO ENDOWMENT FUND SPENDING
POLICY
Total Spending
Above Gift Value
> 10%
Programs: 4.5%
Overhead: 0.5%
> 0% but ≤ 10%
Programs: 3.5%
Overhead: 0.5%
Below Gift Value
≥ -10% but ≤ 0%
Programs: 2%
Overhead: 0%
< -10% No Spending

12. Pledge Giving
Benefactor
• By making outright giving or commitment
for US$1,000 or more to TRF Endowment
Fund (Provision in Will/Life Insurance/other
Gift Plan)
Bequest Society
• By making commitment for US$10,000 or
more to TRF Endowment Fund (Provision in
Will/Life Insurance/other Gift Plan)

13. ..
.
Term Gift
The Rotary Foundation term gifts provide the opportunity to support global grants
within a specific period of time, generally within a year or two
$15,000 + Funds a one-time global grant dedicated to an area of focus that may
originate from any location worldwide
•$$30,000+ Funds a one-time global grant dedicated to an area of focus and may
designate a district to participate.
•Multiple donor/Rotary Trusts not eligible donors
•Options for leveraging fund: Term gifts are typically supplemented with other
Rotary funding, which leverages and maximizes each gift (if the grant is larger than
US$30,000)
•Naming rights to donor The grant carries the name of the donor, or loved one, and
is tracked and reported separately