扶輪教育與訓練

Training & Education 

─上一頁UP 策略顧問專欄SA_Corner  /  巨額捐獻顧問專欄MGA_Corner

如何辦好地區扶輪基金研討會District Rotary Foundation Seminar

基金發展Fund Development

分享制度
The SHARE System

分享制度是扶輪基金會各項計劃之經費資助架構。分享制度是讓地區能對於如何使用捐獻款項有發言權,並使地區能參加最感興趣的基金會計劃。透過分享制度,所有地區的年度捐獻的年度捐獻在捐獻年度結束時加總起來,分成2種基金。每一地區的年度捐獻的50%列入地區指定基金DDF。各地區有機會運用其地區的指定基金,用於資助該地區所選擇參加的基金會計劃。地區年度捐獻總數剩餘的50%則列入世界基金WF世界基金是用來資助每一地區都能申請的計劃,無論該地區的捐獻水準如何,例如年度團體研究交換(每兩年提供給地區一次)3-H獎助金、個人獎助金以及任何新的試驗計劃。

SHARE is the system through which TRF programs are funded. SHARE allows districts a voice in how contributions are spent and enables districts to participate in TRF’s programs that are of most interest to them. Through SHARE, all district Annual Programs Fund giving is totaled at the end of the contribution year and divided into two funds. Fifty percent of each district’s annual giving is credited to the District Designated Fund (DDF). Each district is given an opportunity to use its DDF to fund TRF programs in which it chooses to participate. The other 50 percent is credited to the World Fund (WF). The World Fund pays for the programs that every district may apply for regardless of contribution level, such as Group Study Exchange (available to districts every two years), 3-H Grants, Matching Grants, Individual Grants, and any new pilot programs.

恢復年度世界基金團體研究交換(GSE)

保管委員會決議:同意立即恢復由世界基金每年提供經費的團體研究交換獎助金,並且自2005-06計劃年度起審核地區的團體研究交換團旅行申請表。同意2005-06年度團體研究交換計劃獎助金申請表收件截止日期延至200531日。

REINSTATEMENT OF ANNUAL WORLD FUND G.S.E.

Trustee Decision : agree to reinstate annual GSE awards funded by the World Fund effective immediately,& to consider applications from districts for GSE team travel beginning with the 2005-06 program year.

Agree to a one time extension of the applicati0n deadline to 1st March 2005 for 2005-06 GSE program awards.

建議討論題目

Suggested Discussion Topics

•為何稱為分享制度

Why the system is called SHARE

扶輪社員們可以和其他扶輪社員同仁分享本身的資源;保管委員會可以和各地區分享決策制定過程;扶輪社員們可以透過扶輪基金會和世界分享扶輪。

Rotarians SHARE their resources with fellow Rotarians; Trustees SHARE the decision-making with the districts; and Rotarians SHARE Rotary with the world through their Foundation.

地區分享制度撥配程序

The district SHARE process

1. 每年1月,地區扶輪基金委員會主委將收到一份分享制度資料袋,內含分享制度報告分享制度地區工作表

2. 然後由地區向地區內扶輪社員進行意見調查,以決定一般最感興趣的計劃有那些

寄問卷給各扶輪社

透過總監月報請社員們提供意見

在扶輪社公式訪問時徵詢意見

3. 收到各扶輪社之意見之後, 地區扶輪基金委員會決定如何使用地區指定金。當該地區寄出它的獎助金請求書,例如地區簡化獎助金、配合獎助金、大使獎學金、以及捐贈給扶輪國際研究中心,當保管委員會通過該獎助金請求書時或做出捐贈時,扶輪基金會將會從地區分享制度帳目中扣除這些金額。

4. 地區必須在31日之前向扶輪基金會提出他們的獎學金捐贈以允許受贈地區及時將該捐贈併入他們的計劃裡。(例如,如果地區捐贈一個獎學金時,該受贈地區需要時間去宣導該獎學金和挑選擇學人。 )

1. In January, the district Foundation chair receives a SHARE information packet, including the SHARE Report and SHARE District Worksheet.

2. The district then polls the Rotarians in the district to determine which program options are of the most interest, by:

Sending a questionnaire to clubs

Inviting comment through the district newsletter

Requesting a response during official club visits

3. After receiving information from the clubs, the district Foundation committee decides how to use the district’s DDF. When the district sends in its grant requests, such as District Simplified Grants, Matching Grants, Ambassadorial Scholarships, and donation to the Rotary Centers for International Studies, TRF deducts those amounts from the district’s SHARE account when the Trustees approve the grant request or when the donation is made.

4. Districts must submit their scholarships donations to TRF by 1 March to allow the receiving districts time to incorporate the donation into their plans. (For example, if a district donates a scholarship, the receiving district needs the time to advertise the scholarship and select the scholar.)

常被問到的問題

Commonly Asked Questions

問:在2004-2005扶輪年度所捐獻的款項到那一年才能用在基金會計劃?

Q: In what year will contributions made in Rotary year 2004-05 be available to be spent for TRF programs?

答:2007-08才能支用。因為扶輪基金會的3年投資循環,捐獻款項將先投資3年後才動用。投資之獲利將支付基金會所有行政管理及基金發展的費用。

A: In 2007-08. TRF invests contributions for three years before they are spent. The investment return helps pay for TRF administration and fund development costs.

問:已撥配但未使用的地區指定基金將如何處理?

Q: What happens to DDF that is available but not used?

答:未使用之經費將移入下一年來使用。可是,應鼓勵地區儘可能使用地區指定基金,使得地區指定基金在可以開始動用的第一年就能用在計劃上。

A: Unused DDF is carried over for use in a future year. However, districts should be encouraged to use as much DDF as possible to make it available for programs in the first program year it becomes eligible.

問:區內有一扶輪社員捐了10,000美元給永久基金。為何沒有反映在本地區的地區指定基金餘額上?

Q: A Rotarian in the district gave a US$10,000 gift to the Permanent Fund. Why is this not reflected in the district’s DDF balance?

答:捐給永久基金的捐獻及其他限定捐獻不能列入分享制度總金額,因為捐獻者已預先指定款項之用途。如捐獻者於捐獻時提出要求,永久基金捐獻總獲利的50%將可歸入捐獻者所屬地區的地區指定基金。

A: Permanent Fund and other restricted gifts do not count toward SHARE totals because the donor has indicated in advance the use of the funds. Fifty percent of general earnings from Permanent Fund gifts will be credited to the donor district’s DDF, if so requested by the donor at the time the donation is made.

問:地區指定基金餘額不夠支付地區想要提供的獎學金選項。該地區可否藉由「預借」明年度的地區指定基金來支付該選項不足部份之金額嗎?

Q: A district has an insufficient DDF balance for the scholarship option it wants. Can it contribute the funds needed for that option by borrowing ahead from next year’s DDF to make the selection?

答:不可以。所有捐獻必須經過3年捐獻循環

A: No. All contributions must go through the three-year contribution cycle.

問:往年,地區所撥配出去的經費是針對一定數量及種類的獎學金。現在地區不再提早撥配經費,基金會如何知道各地區提供了那些獎學金?

Q: In prior years, districts made allocations to specific numbers and types of scholarships. Now that the district no longer allocates funds ahead of time, how will TRF know what scholarships each district is offering?

答:該地區必須追蹤它的地區指定基金決定表。當獎助金申請表送達或者批准時,扶輪基金會將會從地區指定基金中扣除這些金額。

A: The district must keep track of its DDF decisions. TRF will deduct funds from DDF when the grant application arrives or is approved.