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

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

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

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

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

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

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

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 2004-05; decisions on how to spend the funds raised in 2005-06 need to be made in 2006-07. Funds raised in 2006-07 will go through the same cycle and be spent in 2009-10. The Rotary Foundation of Rotary International

Unused DDF transferred to next year (Districts notified in August) SHARE How it works 2008-09 2004-05 Donations by 30 June Invested for 3 Years DDF used 1 July 2005-06 2006-07 2007-08 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

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

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

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

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

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

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