Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

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Susan Gaines
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1 Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

2 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A How can your Zone Coordinators help you in Rotary Foundation matters a) RRFCs - Bjørn Aas Zone 16 b) ARRFCs - Ian Priestley Zone 17 c) EMGAs - Matti Poikolainen Zone 15 d) EPNZCs - Reg Ling Zone 18A

3 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A What we can do and who we are: Regional Rotary Foundation Coordinators RRFC Bjørn Aas Zone 16

4 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A RRFC Responsibilities: Help district and clubs focus and increase humanitarian service. Inform district and club leaders about Foundation grants and the need for funding Support district leaders in setting their district Foundation goals for grant participation and Foundation giving. Monitor districts progress on their Foundation goals throughout the Rotary year. Keep alumni involved in Rotary with a focus on contributions and Foundation support etc..

5 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A RRFC Responsibilities: Take part in your PETS/District assemblies as lectures to inform and motivate about e.g. : Polio How contributions to TRF are spent: Doing good in the world Inform about grants and scholarships Support in application process

6 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A What we can do and who we are: Assistant Regional Rotary Foundation Coordinators ARRFC Ian Priestley Zone 17

7 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A What we can do and who we are: Endowment & Major Gifts Advisers E/MGA Matti Poikolainen Zone 15

8 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A What we can do and who we are: End Polio Now Zone Coordinators EPNZC Reg Ling Zone 18A Also, Zone 28A EPNZC, Zone EPNZC Team Leader for Zones 11 (France), 12 (Italy), 17 (northern UK and Eire), 18A (southern UK, Channel Islands and Gibraltar) and 19 (Austria and the Balkans)

9 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

10 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Donation situation with respect to Zones 15, 16, 17 and 18A RRFC Michael J Parry Zone 17

11 Total Contributions by Zone 15, 16, 17 & 18a 5 Year Trend $ $ $ $ $ $ $ Zone A $ $ $0 RY14 RY15 RY16 RY17

12 Annual Fund Per Capita Giving by Zones 15, 16, 17 & 18a $120,00 $100,00 $80,00 $60,00 $40, A Worldwide $20,00 $0,00 RY14 RY15 RY16 RY17

13 Per capita comparison Per capita Zone 15 $21.21 Zone 16 $23.29 Zone 17 $54.73 Zone 18a $55.23

14 Charitable Giving?

15 Money is the engine that makes Our Charity, The Rotary Foundation, work. We get back what you put in, just like a ATM you put it in, you get it back.

16 CELEBRATING 100 YEARS OF OUR CHARITY YEARS OF DOING GOOD IN THE WORLD

17 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

18 The Rotary Foundation NDOWMENT KARENA BIERMAN, DIRECTOR OF GIFT PLANNING

19 THE ENDOWMENT $1 billion today (cash and expectancies)

used to support Foundation programs 1994 1996 1998 2000

21 THE POWER OF AN ENDOWMENT Contributions to the Endowment are invested in perpetuity Earnings from investment are used to support Foundation programs Spendable Earnings Market Value

22 INVESTMENT POLICY Long-term investment strategy Diversified portfolio Equity orientation for growth and capital appreciation Long-term return that exceeds the spending rate and the rate of inflation Hedge Funds 10% Natural Resources 3% Real Estate 10% Bonds 15% Private Equity 9% Stocks 53%

23 INVESTMENT RETURNS 30% 25% 23,9% 20% 15% 10% 9,8% 10,6% 16,6% 13,5% 5% 0% -5% -2,6% 0,5% -1,1% -10% FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

24 SPENDABLE EARNINGS US$ in millions $16 $14 $12 Spendable Earnings (LHS) Spending Rate (RHS) 5,5% 5,0% $10 $8 $6 $4 $2 $5,7 $7,2 $8,5 $10,0 $11,7 $13,3 $13,5 $15,5 4,5% 4,0% 3,5% Spending Rate $0 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY ,0%

has accumulated earnings to spend Approximately 8% of the spending each year covers

25 SPENDING POLICY Spending rate is driven by expected future return on the portfolio Spending amount is determined each year by formula based on the extent to which a fund has accumulated earnings to spend Approximately 8% of the spending each year covers program operations and 12% covers operating expenses Total Spending Above Gift Value Below Gift Value

26 FUND DESIGNATIONS World Fund 30 % Area of Focus < 1% Global grants 10 % ~1,400 Individual named endowments supporting SHARE 41 % Peace centers 18 % PolioPlus < 1%

27 AREAS OF FOCUS Water and Sanitation Peace and Conflict Resolution/Prevention Basic Education and Literacy Disease Prevention and Treatment Child and Maternal Health Economic and Community Development

29 CURRENT STATUS GOAL $1.025 B + $1 B = $2.025 B COMMITMENTS $754.9 M NET ASSETS $417.9 M COMBINED TOTAL = $1.172 B Commitments and Net Assets as of 30 June2017

30 BUILDING A LEGACY

31 Rotary s tomorrow depends on what we do today. - ARCH C. KLUMPH

32 WHY GIVE TO THE ENDOWMENT? Achieve Your Dream Of Doing Good In Perpetuity Establish your Rotary legacy Provide a permanent source of funds to support Foundation grants and programs that are important to you Be a part of Rotary forever

33 CUSTOMIZING YOUR ROTARY LEGACY Gifts can be made today or in the future (estate bequest or planned gift) Spendable earnings directed to programs Can establish individual fund in the name of the donor or other name selected by the donor The larger the gift, the more flexibility afforded

34 GIFT OPTIONS Contributions in any amount provide crucial support for Rotary s programs and can be funded through: Appreciated securities Cash Real estate Estate bequests or planned gifts $10,000 or greater major gift pledge

NAMING YOUR GIFT $1,000,000 Customized plan within

approximately every $25,000 Support World Fund, SHARE

Endowed Rotary World Peace Fellowship $25,000 Support

35 NAMING YOUR GIFT $1,000,000 Customized plan within Rotary programs $750,000 Endows a twoyear fellow approximately every $25,000 Support World Fund, SHARE or Peace Centers Named Funds $500,000 Establish an Endowed Rotary World Peace Fellowship $25,000 Support an Area of Focus $250,000 Support Area of Focus projects from a district

36 RECOGNITION $1,000 Outright or in an Estate Plan $10,000 Outright or in an Estate Plan $25,000 Outright or in an Estate Plan $250,000 Outright or in an Estate Plan Benefactor Major Donor or Bequest Society Major Donor or Bequest Society + Named Fund Arch Klumph Society Now or Posthumously + Named Fund

37 ROTARY LEGACIES

38 A WORLD FUELED BY COMPASSIONATE LEADERS Through the Endowment, each individual has a voice in Rotary s promise of a better world. Naomi Williams Rotary Club of Gainesville, USA

39 A WORLD WITHOUT INTERNATIONAL DISPUTES My legacy is my gift to the future. This is how I want to be remembered. Masafumi Fukui Rotary Club of Kyoto-Yamashiro, Japan

40 A WORLD STRENGTHENED BY PEOPLE OF ACTION I wanted my estate to continue to provide for the community when I was gone. I felt there was no better way to do so than to establish a bequest. Megan Tilley Rotary Club of St. Ives, Australia

41 LEGACY RESOURCES

42 ROTARY.ORG/LEGACY

44 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

45 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Bequest Society panel discussion moderator EMGA Ingrid Berget Participants: Karena Bierman, EMGA Alasdair Seale (UK), PRID Per Høyen (DK), PDG Virpi Honkala (FI)

46 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Foundation Seminar - THIRD SESSION: We continue doing good in the world fundraising and donations

47 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Round Table Discussions How the information we have learned today can be used in our zones

48 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Round Table Discussions Feed Back

49 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Closing remarks RRFC Leila Risteli Zone 15

50 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A Closing of the seminar Rotary Foundation Trustee Kenneth Schuppert

51 Riga Rotary Institute & GETS Zones 15, 16, 17 & 18A

Your Legacy, Rotary s Promise

Your Legacy, Rotary s Promise a Enjoy peace of mind knowing that Rotary can fulfill your charitable goals for generations to come. The Rotary Foundation has a 100-year record of growth and impact. Fueled