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District Rotary Foundation Seminar

District Rotary Foundation Seminar. Foundation Funding. Session X. Foundation Funding. Annual Fund. Contributions. SHARE System. Contributions. Permanent Fund. Spendable Earnings. PolioPlus Fund. SHARE System. Divides Annual Fund contributions between

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District Rotary Foundation Seminar

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  1. District Rotary Foundation Seminar

  2. Foundation Funding Session X

  3. Foundation Funding Annual Fund Contributions SHARE System Contributions Permanent Fund 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. 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 Two Funds

  8. 2010-11 2011-12 2012-13 2013-14 Funds raised and invested Funds used SHARE Cycle 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

  10. 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

  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. 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

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

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