The Rotary FoundationThe Rotary Foundationof Rotary Internationalof Rotary International

SHARE &

District Leadership

SHARE

Why is it called Why is it called SHARESHARE??

Rotarians SHARE their resources with their fellow Rotarians.

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The Trustees SHARE some decision-making with the districts.

Rotarians SHARE Rotary with the world through their Foundation.

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What does it do?What does it do?

SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants, Group Study Exchanges and more.

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What is DDF?What is DDF?

The terms SHARE and DDF are often used interchangeably. DDF stands for “District Designated Fund.”

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A district’s DDF is made up of two amounts.

Annual Programs Fund Contributions

At the end of the Rotary Year the SHARE system divides each district’s contributions to the

Annual Programs Fund in half:50% goes to the World Fund and

50% is credited to the district’s DDF.

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Permanent Fund Earnings

The Trustees determine the spendable percentageof 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 district’s DDF.

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SHAREThe 3-Year CycleThe 3-Year Cycle

TRF uses the earnings from

SHARE’s 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

2007-08

2008-09

2009-10

2010-11

Funds Raised Jan 09: Districts notified of funds

available for 2010-11 planning decisions

31 Mar 09: Donate

scholarship

1 Oct 09: Scholarship

applications due

1 Oct 09: Extra GSE application

Funds used for Foundation programs

31 Mar 10: DSG requests due for

2010-11

SHAREHow it worksHow it works

SHAREHow it worksHow it works

Unused DDF rolls forwardto the next year

Districts notified in August

2011-122007-08

Contributions by 30 June

Invested for 3 Years

DDF used

2008-09 2009-10 2010-11

50%DDF

Unused DDF is calculated

Districts notified in May

50%World Fund

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Keeping Track of Your Keeping Track of Your SHARESHARE Balance BalanceThe SHARE system defines “Unused DDF”“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.

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Keeping Track of Your Keeping Track of Your SHARESHARE Balance BalanceDistricts 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 Foundation’s SHARESHARE coordinator coordinator.

Email: share.mailbox@rotary.org

SHAREImportant Dates in the Important Dates in the SHARESHARE Cycle Cycle

DateDate ActionActionJanuaryJanuary SHARESHARE packet mailed to DG, DGE, DGN, DRFC Chair packet mailed to DG, DGE, DGN, DRFC Chair

31 March31 March Deadline for submission of Deadline for submission of SHARESHARE Scholarship Scholarship donationsdonations

31 March31 March District Simplified Grant requests due for the next District Simplified Grant requests due for the next Rotary yearRotary year

1 October1 October Ambassadorial Scholarships and University Teacher Ambassadorial Scholarships and University Teacher Grant applications due for the next Rotary yearGrant applications due for the next Rotary year

MayMay

AugustAugust

Remaining DDF balance mailed to DG, DGE, DRFC Remaining DDF balance mailed to DG, DGE, DRFC Chair, DGSCChair, DGSC

Roll forward amount mailed to DRFC Chair, DG, DGERoll forward amount mailed to DRFC Chair, DG, DGE

SHARE

DRFC ChairSignature required for DDF useWorks with district Rotary Foundation committee to

plan DDF use District Governor

Provides leadership and direction to DRFC Chair and all subcommittees

Who is Involved in Who is Involved in SHARE SHARE Planning:Planning:

SHARE

District Rotary Foundation Committee (DRFC)Each of the 8 subcommittees focus on their

assigned areas of responsibilityDRFC chair is ex-officio member of all

subcommittees

Who is Involved in Who is Involved in SHARE SHARE Planning:Planning:

DISTRICT LEADERSHIPDISTRICT LEADERSHIP

District Structure

DRFC ChairDRFC Chair

District GovernorDistrict Governor

8 District 8 District Subcommittee Subcommittee

ChairsChairs

District Governor ElectDistrict Governor Elect

Other Knowledgeable RotariansOther Knowledgeable Rotarians

Support Structure

District Leadership

Rotary Foundation Alumni Coordinator

Zone Level

Polio Zone Challenge CoordinatorPolio

Trustees

Assistant RRFCs Polio ZCC RFAC

RRFCs

RRFCsRegional Rotary Foundation CoordinatorsRegional Rotary Foundation Coordinators

• Promoting program support for TRF

• Promoting financial support for TRF

• Training district Foundation team about TRF

RRFCsRegional Rotary Foundation CoordinatorsRegional 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

Ass’t RRFCs, Polio ZCCs, and RFACs

Assistant Regional Rotary Foundation Assistant Regional Rotary Foundation CoordinatorsCoordinators Help districts achieve APF goals through EREY Promote major gifts of $10,000 or more Assist districts with program goals

Polio Zone Challenge CoordinatorsPolio Zone Challenge Coordinators Promote giving to the $200 Million Challenge Fund

RRegional FFoundation AAlumni CCoordinators Promote better use of Rotary Foundation alumni

District LeadershipDistrict Rotary Foundation CommitteeDistrict Rotary Foundation Committee

Consists of:

• 1 Chairperson

• 8 Subcommittee chairpersons

• District Governor (ex-officio member)

DDistrict istrict RRotary otary FFoundation oundation CCommittee ommittee ChairChair

ScholarshipsScholarships

Group Study Group Study ExchangeExchange

GrantsGrants

PolioPlusPolioPlus

AlumniAlumni

Permanent FundPermanent Fund

Annual GivingAnnual Giving

Rotary World Peace Rotary World Peace FellowshipsFellowships(effective 2006-07)(effective 2006-07)

8 Subcommittees

• Works with subcommittee chairs under DG’s 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

District LeadershipDRFC ChairpersonDRFC 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

District LeadershipDRFC ChairpersonDRFC Chairperson

District LeadershipDRFC SubcommitteesDRFC 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

Sustain and

Increase Membership

Sustain and

Increase Membership

ImplementSuccessful

ServiceProjects

ImplementSuccessful

ServiceProjects

Support The RotaryFoundation

Support The RotaryFoundation

Develop Leaders

Beyond the Club Level

Develop Leaders

Beyond the Club Level

Four Avenues of ServiceClub Leadership Plan

Effective clubs are able to

Club Board

Club Administration

Club Public Relations

MembershipServiceProjects

The RotaryFoundation

*Additional committees can be appointed as needed on an annual basis

Club Board

Club Board

Club Administration

Club Public Relations

MembershipServiceProjects

The RotaryFoundation

District Support of the Club Leadership Plan

Club Board

Assistant Governors

Public Relations

Committee

MembershipDevelopmentCommittee

DistrictPrograms

Committees

The RotaryFoundation Committee

The Rotary Foundation The Rotary Foundation of Rotary Internationalof Rotary International

Questions?