Securing Our Foundation's Future

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Information about Securing Our Foundation's Future
Government & Nonprofit

Published on May 31, 2014

Author: Rotary_International



Rotarians’ generous contributions have funded programs over the years, while investment returns have been used to fund operating costs. While our Foundation weathered the 2008-09 financial crisis better than many nonprofits, those tough times caused Rotary to consider what actions might be needed to ensure another century of strong programs. Recognizing financial markets will continue to be volatile, the trustees have developed an enhanced strategy to achieve long-term financial sustainability.

Securing Our Foundation’s Future 1The Rotary Foundation SECURING OUR FOUNDATION’S FUTURE May 2014

Securing Our Foundation’s 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 Foundation’s 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 Foundation’s Future 4The Rotary Foundation WHY DO WE NEED A NEW FUNDING MODEL?

Securing Our Foundation’s 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 Foundation’s Future 6The Rotary Foundation WHAT IS THE NEW FUNDING MODEL?

Securing Our Foundation’s 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 Foundation’s Future 8The Rotary Foundation NEW SHARE SYSTEM EFFECTIVE 1 JULY 2015

Securing Our Foundation’s Future 9The Rotary Foundation 5% CASH CONTRIBUTIONS FOR GLOBAL GRANTS

Securing Our Foundation’s 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 Foundation’s Future 11The Rotary Foundation WHAT’S IN IT FOR US?

Securing Our Foundation’s Future 12The Rotary Foundation DOING GOOD IN THE WORLD

Securing Our Foundation’s Future 13The Rotary Foundation

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