SHARE & District Leadership

SHARE Why is it called SHARE? Rotarians SHARE their resources with their fellow Rotarians. SHARE? The Trustees SHARE some decision-making with the districts. Rotarians SHARE Rotary with the world through their Foundation.

SHARE What does it do? SHARE transforms TRF contributions into Ambassadorial Scholarships, Matching Grants, Group Study Exchanges and more. SHARE?

SHARE What is DDF? The terms SHARE and DDF are often used interchangeably. DDF stands for “District Designated Fund.” SHARE? 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. 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 district’s DDF. SHARE

The 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

Funds Raised Jan 09: Districts notified of funds available for 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 SHARE How it works

SHARE How it works Unused DDF rolls forward to the next year Districts notified in August Contributions by 30 June Invested for 3 Years DDF used % DDF Unused DDF is calculated Districts notified in May 50% World Fund

SHARE Keeping Track of Your SHARE Balance “Unused DDF” 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.

SHARE Keeping Track of Your SHARE Balance SHARE coordinator 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 Foundation’s SHARE coordinator.

SHARE Important Dates in the SHARE Cycle DateAction January SHARE packet mailed to DG, DGE, DGN, DRFC Chair 31 March Deadline for submission of SHARE Scholarship donations 31 March District Simplified Grant requests due for the next Rotary year 1 October Ambassadorial Scholarships and University Teacher Grant applications due for the next Rotary year May August Remaining DDF balance mailed to DG, DGE, DRFC Chair, DGSC Roll forward amount mailed to DRFC Chair, DG, DGE

SHARE 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 Who is Involved in SHARE Planning:

SHARE 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 Who is Involved in SHARE Planning:

District Structure DRFC Chair District Governor 8 District SubcommitteeChairs District Governor Elect Other Knowledgeable Rotarians

Support Structure District Leadership Rotary Foundation Alumni Coordinator Zone Level Polio Zone Challenge Coordinator PolioPolio Trustees Assistant RRFCsPolio ZCC RFAC RRFCs

Regional Rotary Foundation Coordinators Promoting program support for TRF Promoting financial support for TRF Training district Foundation team about TRF

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

Ass’t RRFCs, Polio ZCCs, and RFACs Assistant Regional Rotary Foundation Coordinators 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 Polio Zone Challenge Coordinators  Promote giving to the $200 Million Challenge Fund RFAC Regional Foundation Alumni Coordinators  Promote better use of Rotary Foundation alumni

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

D istrict R otary F oundation C ommittee Chair Scholarships Group Study Exchange Grants PolioPlus Alumni Permanent Fund Annual Giving Rotary World Peace Fellowships (effective ) 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 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 District Leadership DRFC Chairperson

District Leadership DRFC Subcommittees 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

Sustain and Increase Membership Implement Successful Service Projects Support The Rotary Foundation Develop Leaders Beyond the Club Level Four Avenues of Service Club Leadership Plan Effective clubs are able to

Club Board Club Administration Club Public Relations Membership Service Projects The Rotary Foundation *Additional committees can be appointed as needed on an annual basis Club Board

Club Administration Club Public Relations Membership Service Projects The Rotary Foundation District Support of the Club Leadership Plan Club Board Assistant Governors Public Relations Committee Membership Development Committee District Programs Committees The Rotary Foundation Committee

Questions?