1. District Rotary Foundation Seminar

2. Foundation Funding
Session X

3. Foundation Funding SHARE System Contributions Annual Fund Permanent
Spendable Earnings
PolioPlus Fund

4. 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

5. Annual Fund Contributions
At the end of Rotary year, Annual Fund contributions split:
50% to the World Fund
50% credited to district’s DDF

6. 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

7. 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

8. Funds raised and invested
SHARE Cycle
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

9. 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

10. District Designated Fund $50,000 or less to the district grant
For Pilot Districts in and All Districts in
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

11. 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

12. Unused DDF is calculated; districts notified in May
SHARE System
Funds Raised
Funds Spent
Unused DDF rolls forward to the next year; districts notified in August
Unused DDF is calculated; districts notified in May

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

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

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