An endowment is a permanent, self-sustaining fund that helps ensure the stability of an organization for years to come. While a portion of the available earnings from The Rotary Foundation’s Endowment Fund supplements Foundation activities and helps strengthen our future commitments, principal contributions are invested in perpetuity. We have a goal of $1 billion in Endowment Fund assets and gift commitments by 2025. You’ll learn how to work with your endowment/major gifts adviser, and hear about the many ways you can establish your legacy by contributing to the Endowment Fund. Moderator: Ravi Vadlamani, Endowment/Major Gifts Adviser, Rotary Club of Guntur, Andhra Pradesh, India

1. 2015 ROTARY INTERNATIONAL CONVENTION
ROTARY’S ENDOWMENT
SECURING OUR FUTURE
Ravi Vadlamani
Moderator
9 June 2015

2. #ricon15
Ravi Vadlamani
Endowment/Major Gifts Adviser
District 3150, India
MODERATOR

3. #ricon15
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

4. #ricon15
PANELISTS
Olayinka Babalola
Regional Rotary Foundation
Coordinator
District 9140
Nigeria
Hiroshi Shimuta
District Governor
District 4420
Brazil

5. #ricon15
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.

6. #ricon15
WHY THE ENDOWMENT FUND?
• Establish your Rotary legacy
• Provide ongoing support to
Foundation grants and programs
that are most important to you.

7. #ricon15
NAMED ENDOWMENT FUND GROWTH EXAMPLE

8. #ricon15
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

9. #ricon15
THE FRANK AND MILDRED BRANSCOMBE ENDOWED FUND
Frank and Mildred Branscombe
Canada
Established: 1994
Supports global grants

10. #ricon15
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

11. #ricon15
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

12. #ricon15
HOW YOU CAN HELP
• Educate Rotarians about
Rotary’s Endowment
• Know how to identify prospects.
• Lead by example.

13. #ricon15
ENLISTING THE HELP OF OTHERS
• District Leaders
• Zone-level Leaders
• Senior Rotary Leaders
• Staff
• Gift and Estate Planning Program
(GEPP) subscribers

14. #ricon15
GIFT & ESTATE PLANNING PROGRAM (GEPP)
As of May 2015:
580 subscribers
16 countries
rotary.org/plannedgiving

15. #ricon15
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

16. #ricon15
RESOURCES
• Endowment Fund Financial Report 2013-14
• Major Gifts Major Impact brochure
• Your Rotary Legacy brochure
• Rotary Peace Centers brochure
• Ways to Give brochure

17. #ricon15
ROTARY’S ENDOWMENT: SECURING OUR FUTURE
Questions?