1. Understanding The Rotary Foundation
Basic Overview
Fund Development / SHARE
The Rotary Foundation of Rotary International

2. Understanding SHARE
What does it do?
SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants projects, Group Study Exchanges and more.
Overview of SHARE:
SHARE is TRFs unique funding mechanism. It gives Rotary districts control over how their contributions are spent.
The Rotary Foundation of Rotary International

3. SHARE
The 3-Year Cycle
TRF operates on a unique funding cycle, using contributions for program activities three years after they are collected
The three-year cycle gives districts time for program planning and participant selection
TRF uses the earnings from SHARE’s 3-year investment cycle to pay for administration and fund development
Overview of the 3-year cycle
The Rotary Foundation of Rotary International

4. What is DDF? District Designated Fund
50% of district’s total Annual Program Funds raised three years earlier
Available for district use
The Rotary Foundation of Rotary International

5. District Simplified Grants
Utilize a portion of the district’s DDF
20% of new DDF
1 grant per district per Rotary year
Itemized and budgeted humanitarian good and services
Local community projects
International projects
Direct Rotarian involvement
Let the DGEs know how you can help them.
The Rotary Foundation of Rotary International

6. Rotarian Involvement Community needs assessment Project committee
Project implementation
Liaison with community leaders and beneficiaries
Project promotion
The Rotary Foundation of Rotary International

7. What is the World Fund?
50% of district’s total Annual Program Funds raised three years earlier
Used for Rotary’s match in Matching Grants, Volunteer Service Grants and to send out Group Study Exchange teams
The Rotary Foundation of Rotary International

8. SHARE How it works 2005-06 2006-07 2007-08 2008-09 Funds Raised
Funds available for planning decisions
1 March: Donate scholarship
1 Oct. Scholars application due
1 Oct. Extra GSE application
Funds used for Foundation programs
31 March: DSG requests due
A timeline on how the 3-year cycle works. This starts with ; decisions on how to spend the funds raised in need to be made in
Funds raised in will go through the same cycle and be spent in
The Rotary Foundation of Rotary International

9. Unused DDF transferred to next year (Districts notified in August)
SHARE
How it works
Donations by 30 June
Invested for
3 Years
DDF used
1 July
Note the box about invested for 3-years. The use of contributions allows the Foundation to use the earnings to pay for General administration and fund-development expenses.
Unused DDF transferred to next year (Districts notified in August)
The Rotary Foundation of Rotary International

10. Who is Involved in SHARE Planning:
DRFC Chair
Signature required for DDF use
Works with District Rotary Foundation Committee to plan DDF use
Serves 3-year term
District Governor
Provides leadership and direction to DRFC Chair and all subcommittees
Key to the success of SHARE: The district Foundation Committee decides on how best to use DDF.
The DRFC chair is responsible for signing off on SHARE DDF use, on behalf of the entire committee. A few years ago, TRF required 5 signatures for the use of DDF. This has been simplified to one signature.
The district governor is integral to the decision-making process. He or she is an ex-officio member of the District Rotary Foundation Committee.
The Rotary Foundation of Rotary International

11. District Team District Governor
District Rotary Foundation Committee Chair
District Rotary Foundation Subcommittee Chairs
District Governor-Elect
Other knowledgeable Rotarians
The Rotary Foundation of Rotary International

12. Regional Concerns How to Encourage Non Participating Clubs?
How to check Misuse of Grants?
How to Involve more Rotarians in TRF Practices?
How to Encourage Potential Clubs which are benefitting from TRF Programs but not contributing?
The Rotary Foundation of Rotary International

13. Analyzing The Club And District Goals
Study the Past 5 years Trend of your District.
Study the Past 5 years Trend of each Clubs in your District.
Highlight Potentials DF of each Club.
Highlight Individual Potential Rotarians in each Club.
Involve Potential Rotarians in TRF Activities.
Encourage Clubs to involve other Community Leaders Reputed Persons & Philanthropists in furthering the cause of TRF.
Your main resources are:
_______ (You) , the RRFC,
Plus the publications and information available on the web
And the staff at TRF in Evanston and _______{Zurich, Buenos Aires, Parramatta, Tokyo, Seoul, New Delhi, Sao Paulo – choose the appropriate office}
The Rotary Foundation of Rotary International

14. Resources {DRFC’s} The RI website, www.rotary.org
The staff at The Rotary Foundation
Your main resources are:
_______ (You) , the RRFC,
Plus the publications and information available on the web
And the staff at TRF in Evanston and _______{Zurich, Buenos Aires, Parramatta, Tokyo, Seoul, New Delhi, Sao Paulo – choose the appropriate office}
The Rotary Foundation of Rotary International

15. Understanding The Rotary Foundation
Questions?
Fund Development / SHARE
The Rotary Foundation of Rotary International