District Rotary Foundation Seminar

Foundation Funding Session X

Foundation Funding SHARE System Contributions Annual Fund Permanent Spendable Earnings 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 World Fund Trustee directed 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

Funds raised and invested SHARE Cycle 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used Funds invested Funds invested $100,000 DDF & $100,000 World Fund $200,000 Annual Fund Permanent Fund spendable earnings NOT in 3-year investment cycle

For Pilot Districts in 2012-13 and All Districts in 2013-14 50% of contributions 3 years prior Rollover and Transfers DDF Up to 50% Global Grants PolioPlus Donations District Grants Unused DDF rolls over to next year Transfer to another district Rotary Peace Centers Donations 9

District Designated Fund $50,000 or less to the district grant For Pilot Districts in 2012-13 and All Districts in 2013-14 US$100,000 District Designated Fund Up to 50% Remaining Balance Any amount to global grants, PolioPlus, or Rotary Peace Centers $50,000 or less to the district grant Carry forward & transfers

For Nonpilot Districts in 2012-13 US$100,000 District Designated Fund Up to 20% Remaining Balance $20,000 or less to District Simplified Grant Any amount to Matching Grants, PolioPlus, or Rotary Peace Centers Carry forward & transfers

Unused DDF is calculated; districts notified in May SHARE System 2010-11 2011-12 2012-13 2013-14 2014-15 Funds Raised Funds Spent Unused DDF rolls forward to the next year; districts notified in August Unused DDF is calculated; districts notified in May

Who is involved in planning? District governor District governor-elect District Rotary Foundation committee chair District Rotary Foundation subcommittee chairs

Planning <<Insert your district’s planning calendar deadlines for requesting DDF process for determining who receives DDF >>

District Rotary Foundation Seminar Questions? <<district contact information>> District Rotary Foundation Seminar