The Rotary Foundation needs a more predictable level of revenue to pay its annual operating expenses and provide an operating reserve. A funding model will take effect on 1 July that will help ensure our Foundation’s long-term financial sustainability. You’ll hear the reasons for the improvement and learn simple ways for communicating the change in your club and district.

1. SUPPORTING OUR FOUNDATION
The Rotary Foundation Funding Model

2. OUR
FOUNDATION’S
FUNDING MODEL
MARCH 2015

3. THE ROTARY FOUNDATION FUNDING MODEL | 3
INVESTMENT RETURNS ARE UNPREDICTABLE
-120
-100
-80
-60
-40
-20
0
20
40
60
80
100
06 Act 07 Act 08 Act 09 Act 10 Act 11 Act 12 Act 13 Act 14 Act 15 Bud
Operating Expenses Investment Income/(Loss) Annualized NIR Return

4. THE ROTARY FOUNDATION FUNDING MODEL | 4
SHARE SYSTEM: EFFECTIVE 1 JULY 2015
$1,000
contribution
$500 $500
World FundDDF
5% = $50
100% Returned to Districts Less $50 = $450

5. TITLE | 5
5% CASH CONTRIBUTIONS FOR GLOBAL GRANTS

6. THE ROTARY FOUNDATION FUNDING MODEL | 6
FINANCING

7. THE ROTARY FOUNDATION FUNDING MODEL | 7
 Regional magazines,
Global Outlook,
February 2015
RESOURCES

8. THE ROTARY FOUNDATION FUNDING MODEL | 8
RESOURCES
 Video

9. THE ROTARY FOUNDATION FUNDING MODEL | 9
 Regional magazines, Global Outlook, February 2015
 Video: Leaders Talk about the Rotary Foundation’s Model
 Need more help?: fundingmodel@rotary.org
RESOURCES