1. District Rotary Foundation Seminar

2. Session X Foundation Funding

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

4. 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

5. 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

6. 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

7. 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

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

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

10. District Rotary Foundation Seminar US$100,000 District Designated Fund US$100,000 District Designated Fund $50,000 or less to the district grant Any amount to global grants, PolioPlus, or Rotary Peace Centers 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

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

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

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

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

15. District Rotary Foundation Seminar > Questions? District Rotary Foundation Seminar