district rotary foundation seminar

District Rotary Foundation Seminar

District Rotary Foundation

Seminar


Session X

Foundation Funding


Foundation Funding

Contributions

SHARE System

Contributions

Spendable Earnings

Annual Fund

PermanentFund

PolioPlus Fund


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


Annual Fund Contributions

At the end of Rotary year, Annual Fund contributions split:

• 50% to the World Fund

• 50% credited to district’s DDF


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


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


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


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%


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


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


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 governor

• District governor-elect

• District Rotary Foundation committee chair

• District Rotary Foundation subcommittee chairs

Who is involved in planning?


Planning

<<Insert your district’s

• planning calendar

• deadlines for requesting DDF

• process for determining who receives DDF >>


<<district contact information>>

Questions?


district rotary foundation seminar

Documents