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The Rotary Foundation of Rotary International

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Title: The Finances of The Rotary Foundation Author: Matt Hohmann Last modified by: Lois Roberts Created Date: 10/21/2003 7:20:15 PM Document presentation format – PowerPoint PPT presentation

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Title: The Rotary Foundation of Rotary International


1
The Rotary Foundationof Rotary International
  • SHARE
  • District Leadership

2
SHARE
Why is it called SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
Rotarians SHARE their resources with their fellow
Rotarians.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
The Trustees SHARE some decision-making with the
districts.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
Rotarians SHARE Rotary with the world through
their Foundation.
3
SHARE
What does it do?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE transforms TRF contributions into
Ambassadorial Scholarships, Matching Grants,
Group Study Exchanges and more.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
4
SHARE
What is DDF?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
The terms SHARE and DDF are often used
interchangeably. DDF stands for District
Designated Fund.
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
SHARE?
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A districts DDF is made up of two amounts.
5
SHARE
Annual Programs Fund Contributions At the end of
the Rotary Year the SHARE system divides each
districts contributions to the Annual Programs
Fund in half 50 goes to the World Fund and
50 is credited to the districts DDF.
6
SHARE
Permanent Fund Earnings The Trustees determine
the spendable percentage of Permanent Fund
earnings. If a district has contributions
designated to PF-Share, the earnings on those
contributions go through the SHARE cycle 50 of
the earnings go to the World Fund and 50 is
credited to the districts DDF.
7
SHARE
The 3-Year Cycle
TRF uses the earnings from SHAREs 3-year
investment cycle to pay for administration and
fund development
The three-year cycle gives districts time for
program planning and participant selection
TRF operates on a unique funding cycle, using
contributions for program activities three years
after they are collected
8
SHARE
How it works
2007-08
2008-09
2009-10
2010-11
Jan 09 Districts notified of funds available for
2010-11 planning decisions
Funds Raised
1 Oct 09 Scholarship applications due
Funds used for Foundation programs
1 Oct 09 Extra GSE application
31 Mar 10 DSG requests due for 2010-11
31 Mar 09 Donate scholarship
9
SHARE
How it works
Invested for 3 Years
Contributions by 30 June
DDF used
2011-12
2007-08
2008-09
2009-10
2010-11
Unused DDF rolls forward to the next
year Districts notified in August
Unused DDF is calculated Districts notified in
May
10
SHARE
Keeping Track of Your SHARE Balance The SHARE
system defines Unused DDF as DDF remaining
after funds for all approved program applications
and donations have been identified. SHARE
balances do not reflect any DDF the district may
have pledged or committed to a pending project.
11
SHARE
Keeping Track of Your SHARE Balance Districts are
expected to plan for and track the use of their
DDF. TRF also tracks the use of all districts
DDF. Districts can check their current account
balance by contacting the Foundations SHARE
coordinator.
Email share.mailbox_at_rotary.org
12
SHARE
Important Dates in the SHARE Cycle
Date
Action
January
SHARE packet mailed to DG, DGE, DGN, DRFC Chair
Deadline for submission of SHARE Scholarship
donations
31 March
District Simplified Grant requests due for the
next Rotary year
31 March
Remaining DDF balance mailed to DG, DGE, DRFC
Chair, DGSC
May
August
Roll forward amount mailed to DRFC Chair, DG, DGE
Ambassadorial Scholarships and University Teacher
Grant applications due for the next Rotary year
1 October
13
SHARE
Who is Involved in SHARE Planning
  • DRFC Chair
  • Signature required for DDF use
  • Works with district Rotary Foundation committee
    to plan DDF use
  • District Governor
  • Provides leadership and direction to DRFC Chair
    and all subcommittees

14
SHARE
Who is Involved in SHARE Planning
  • District Rotary Foundation Committee (DRFC)
  • Each of the 8 subcommittees focus on their
    assigned areas of responsibility
  • DRFC chair is ex-officio member of all
    subcommittees

15
DISTRICT LEADERSHIP
16
District Structure
District Governor
DRFC Chair
8 District Subcommittee Chairs
District Governor Elect
Other Knowledgeable Rotarians
17
Support Structure
Zone Level
Rotary Foundation Alumni Coordinator
Polio Zone Challenge Coordinator
Polio
18
RRFCs
Regional Rotary Foundation Coordinators
  • Promoting program support for TRF
  • Promoting financial support for TRF
  • Training district Foundation team about TRF

19
RRFCs
Regional Rotary Foundation Coordinators
  • As leading Foundation volunteers in the field,
    the RRFC is the Foundation expert in the region
  • They promote financial and program support for
    TRF, and train the District team on Foundation
    programs
  • 41 RRFCs cover the world serving three-year terms

20
Asst RRFCs, Polio ZCCs, and RFACs
  • Assistant Regional Rotary Foundation Coordinators
  • Help districts achieve APF goals through EREY
  • Promote major gifts of 10,000 or more
  • Assist districts with program goals
  • Polio Zone Challenge Coordinators
  • Promote giving to the 200 Million Challenge Fund
  • Regional Foundation Alumni Coordinators
  • Promote better use of Rotary Foundation alumni

21
District Leadership
District Rotary Foundation Committee
  • Consists of
  • 1 Chairperson
  • 8 Subcommittee chairpersons
  • District Governor (ex-officio member)

22
8 Subcommittees
District Rotary Foundation Committee Chair
PolioPlus
Scholarships
Group Study Exchange
Alumni
Annual Giving
Grants
Permanent Fund
Rotary World Peace Fellowships(effective 2006-07)
23
District Leadership
DRFC Chairperson
  • Works with subcommittee chairs under DGs
    leadership to plan, coordinate and evaluate all
    TRF activities in the district
  • Districts will not have DDF access until DRFC
    Chair is appointed
  • Must have significant knowledge of, commitment
    to, and experience with TRF activities
  • 3-year term to ensure continuity

24
District Leadership
DRFC Chairperson
  • Works with DRFC members and DG to identify and
    distribute SHARE DDF
  • Signs, along with the DG, and submits SHARE
    applications on behalf of the entire committee
  • Ensures satisfactory final reports on Foundation
    programs activities are submitted on time
  • Encourages contributions to the Annual Programs
    fund from Every Rotarian Every Year

25
District Leadership
DRFC Subcommittees
  • Each of the 8 subcommittees have unique
    responsibilities
  • Perform community needs assessment
  • Grants subcommittee must review and certify all
    Humanitarian Grants applications before they are
    submitted to TRF

26
Effective clubs are able to
Sustain and Increase Membership
ImplementSuccessfulServiceProjects
Support The RotaryFoundation
Develop Leaders Beyond the Club Level
Club Leadership Plan
Four Avenues of Service
27
Club Board
Club Board
Club Administration
Club Public Relations
Membership
Service Projects
The Rotary Foundation
Additional committees can be appointed as needed
on an annual basis
28
Club Board
Club Board
Club Administration
Club Public Relations
Membership
Service Projects
The Rotary Foundation
Assistant Governors
Public Relations Committee
Membership Development Committee
District Programs Committees
The Rotary Foundation Committee
District Support of the Club Leadership Plan
29
The Rotary Foundation of Rotary International
  • Questions?
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