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The ROTARY FOUNDATION
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The Annual Fund-SHARE System
How We Fund Programs The Annual Fund-SHARE System Who here can explain DDF? One of the most unique attributes of TRF is its funding model. A model unique to Rotary and globally competitive. Share system and investment cycle make TRF a charity supported by the generous contributions of individuals, businesses, organizations each and every year. Fifty percent (50%) of all Annual Fund – SHARE contributions come back to our district through District Designated Funds (DDF) in three years to spend on educational and humanitarian activities chosen by us; even grants that may be used for projects in our local community. The other 50% goes to the World Fund and is used to fund other Foundation programs in which we can participate, and is the source of matching funds we receive from our Foundation to implement some of our international projects. So the funds we have access to this year are a result of our contributions three years ago. New Annual Fund Giving Opportunities: Rotarians and friends of Rotary can also direct Annual Fund contributions to any of the Foundation’s six areas of focus: Peace and conflict prevention/resolution Disease prevention and treatment Water and sanitation Maternal and child health Basic education and literacy Economic and community development These additional opportunities are intended to attract new donors, including non-Rotarians and other organizations; Contributions directed to any of the six areas of focus are included toward a club’s annual giving goal and per capital calculations. Likewise, they are eligible for all APF recognition opportunities. Areas of focus designated contributions are not included in a district’s SHARE calculation and do not generate any DDF. Because SHARE contributions are the primary source of funding for Foundation programs, SHARE-designated contributions from every Rotarian, every year remain crucial. 50% DDF 50% World Fund Earmarked
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District Designated Fund
$301,198 - B $354,772 – C $323, (Unconfirmed) A $174,949 B $150,599 C $177,386 Based on info at October 3, 2014. Subject to confirmation by Rotary International.
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2014-2015 District Grant Spending Plan
22 $2,000 (MAX) $40,857 Scholarship ,000 Vocational Training Team ,000 Administrative Expenses 3% ,270 Contingencies ,200 Education Mandatory 7,500 Total $75,827
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Available DDF District Year 2014 – Global Grants, and donations as Polio Plus, the Rotary Peace Centers, or Grants of another District Transaction Description Amount Balance 50% A.F SHARE 2011–12 $150, $150,599 50% E.F. Share Earnings , ,790 C/F , $295,374 Funding DG ($75,827) GG Funding 3 GRANTS ( 16,000) DG Unused $s , $230,576 Committed DDF (7) GG ( 56,675) Polio Plus Donation ( 31,000) $142,901 Total DDF Funding ($152,473) $142,901 October 3rd, 2014
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The Rotary Foundation Donation Flow - District 7090
$ 354,772 donated in $177,386 Year 1 Year 2 Year 3 $ 354,772 $177,386 50% to District Designated Fund 50% to World Fund - 5% Earmarked Matches $88,693 $88,693 DDF ($1.00:1.00) Cash ($.50: %) Up to ½ to District Grants At least ½ to Global Grants
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2015-2016 DRAFT only District Grant Spending Plan
28 $2,000 (MAX) $56,000 Scholarship ,000 Vocational Training Team ,000 Administrative Expenses 3% ,193 Contingencies ,000 Education ,500 Total $88,693
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