District Rotary Foundation Seminar
Foundation Funding
Contributions
SHARE System
Contributions
Spendable Earnings
Annual Fund
PermanentFund
PolioPlus Fund
District Rotary Foundation Seminar
SHARE System
• Divides Annual Fund contributions between– District Designated Fund (DDF)– World Fund
• Transforms contributions into grants, etc.
• Allows clubs to determine how district contributions are spent
District Rotary Foundation Seminar
Annual Fund Contributions
At the end of Rotary year, Annual Fund contributions split:
• 50% to the World Fund
• 50% credited to district’s DDF
District Rotary Foundation Seminar
Permanent Fund Earnings
The Trustees determine the spendable earnings. Contributions designated to Permanent Fund-SHARE, the spendable earnings are split:
• 50% to the World Fund
• 50% credited to district’s DDF
District Rotary Foundation Seminar
Two Funds
• District Designated Fund– District directed – Used by Rotarians in the
district– Spent on TRF grants
and programs
• World Fund– Trustee directed– Used by Rotarians
worldwide– Spent on TRF
grants and programs
District Rotary Foundation Seminar
SHARE Cycle
$200,000 Annual Fund
2010-11 2011-12 2012-13 2013-14
Funds raised and invested
Funds usedFunds invested
Funds invested
$100,000 DDF &
$100,000 World Fund
Permanent Fund spendable earnings NOT in 3-year
investment cycle
Permanent Fund spendable earnings NOT in 3-year
investment cycle
District Rotary Foundation Seminar
For Pilot Districts in 2012-13 and All Districts in 2013-14
DDF
District Grants
Global Grants
PolioPlus Donations
Rotary Peace Centers
Donations
50% of contributions 3 years prior
Rollover andTransfers
Transfer toanother district
Unused DDFrolls over to
next year
Up to 50%
District Rotary Foundation Seminar
US$100,000District Designated Fund
$50,000 or less to the
district grant
Any amount to global grants, PolioPlus, or Rotary Peace
Centers
Up to 50% Remaining Balance
Carry forward & transfers
For Pilot Districts in 2012-13 and All Districts in 2013-14
District Rotary Foundation Seminar
For Nonpilot Districts in 2012-13
US$100,000District Designated Fund
Up to 20%
$20,000 or less to District Simplified
Grant
Any amount to Matching Grants,
PolioPlus, or Rotary Peace Centers
Remaining Balance
Carry forward & transfers
District Rotary Foundation Seminar
SHARE System
Unused DDF rolls forward to the next year; districts
notified in August
2014-152010-11 2011-12 2012-13 2013-14
Unused DDF is calculated; districts notified in May
Funds Raised
Funds Spent
District Rotary Foundation Seminar
• District governor
• District governor-elect
• District Rotary Foundation committee chair
• District Rotary Foundation subcommittee chairs
Who is involved in planning?
District Rotary Foundation Seminar
Planning
<<Insert your district’s
• planning calendar
• deadlines for requesting DDF
• process for determining who receives DDF >>