Category: 國際扶輪

Q?
請問PDG Doctor為什麼Annual Fund要在第三年才能回來使用?

Ans: (AF是三年後才回饋，非第三年)

SHARE and District Designated Fund

Through the SHARE system, contributions to The Rotary Foundation are transformed into grants that fund local and international humanitarian projects, scholarships, and activities, such as vocational training teams. At the end of every Rotary year, contributions directed to the Annual Fund-SHARE from all Rotary clubs in the district are divided between the World Fund and the District Designated Fund, or DDF.
At the end of three years, your district can use the DDF to pay for Foundation, club, and district projects that your club and others in the district choose. Districts may use up to half of their DDF to fund district grants. The remaining DDF may be used for global grants or donated to PolioPlus, the Rotary Peace Centers, or another district.
District officers are encouraged to monitor their district’s DDF availability and activity by viewing the SHARE Contribution Detail Report and Available DDF by District Report via their My Rotary account.

1_參考TRF Reference Guide p.8

The Rotary Foundation’s funding cycle makes district contributions
available for use three years after they are received. The three-year
cycle gives districts time to plan projects and activities and allows the
Foundation to invest the contributions.
Your district Rotary Foundation committee decides how to use the
District Designated Funds in consultation with the clubs in the district.

2_參照TRF COP Sept 2017 (p.194)

A_22.010. Allocations The SHARE system has been adopted for the allocation of funds. The current proportion of shared funding will be 50/50 (50 per cent for the District Designated Fund and 50 percent for the World Fund). This proportion may be reviewed and adjusted periodically depending on the future needs of Rotary’s Foundation. (January 2002 Trustees Mtg., Dec. 78)

Source: October 1990 Trustees Mtg., Dec. 29
Amended by October 2001 Trustees Mtg., Dec. 68

B_22.030.2. Annual Fund

A donor who makes a general gift does not specify a use for the funds

a. At the close of each fiscal year, general giving will be totaled by district

b. The general giving totals for each district will be divided into two categories, indicating the actual fund into which they will be placed: the District Designated Fund (50%) and the World Fund (50%)

c. Each district will have a District Designated Fund “account” consisting of the balance of funds available for their designation. Each time a program option is selected by the district, the corresponding required funds will be earmarked for that use and later debited from the “account”

d. Gifts to the World Fund also may be made directly. A gift by a donor in any amount may be designated 100% for the World Fund

Each fund will generate investment earnings (interest, dividends, and realized/unrealized capital gains/losses). These investment earnings will be recorded in a separate account called the “Earned Income Fund”

Together, the District Designated Fund, the World Fund, and the Earned Income Fund will constitute the General Funds of TRF. (January 2002 Trustees Mtg., Dec. 78)

Source: October 1990 Trustees Mtg., Dec. 29
Amended by October 1994 Trustees Mtg., Dec. 26; October 2001 Trustees Mtg., Dec. 68
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AF三年後1/2回地區依其解釋是”思考-找尋服務機會”, 當然TRF同時應有短期投資, 雖然是非營利機構, 但仍須維持基本經費供運轉. 另外, 保管委員會經一定程序可更改期限與比率. (僅供參考)
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