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

5. SHARE Annual Programs Fund Contributions At the end of the Rotary Year the SHAREsystem 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.

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 district’s DDF.

7. 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

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. 50% DDF 50% World Fund SHARE How it works Invested for 3 Years Contributions by 30 June DDF used 2007-08 2008-09 2009-10 2011-12 2010-11 Unused DDF is calculated Districts notified in May Unused DDF rolls forward to the next year Districts notified in August

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 Foundation’sSHARE coordinator. Email: share.mailbox@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. Trustees RRFCs RFAC Assistant RRFCs Polio ZCC District Leadership Support Structure Zone Level Polio Zone Challenge Coordinator Rotary Foundation Alumni Coordinator Polio

18. RRFCs • Promoting program support for TRF • Promoting financial support for TRF • Training district Foundation team about TRF Regional Rotary Foundation Coordinators

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. Ass’t 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 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

24. District Leadership DRFC Chairperson • Works with DRFC members and DG to identify and distribute SHAREDDF • 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?