Joe Bark, MD PDG District Governor 2005-2006

Club Assembly Quiz #5Club Assembly Quiz #5

Joe Bark, MD PDGJoe Bark, MD PDGDistrict Governor District Governor

2005-20062005-2006

[email protected]

CALL ME 221-9492

THE ROTARY FOUNDATIONTHE ROTARY FOUNDATION

Restricted GiftsRestricted GiftsRestricted to specific projects.(Get Paul Harris Fellow credit)•No 50% back to DistrictPolio Plus and PartnersApproved Matching Grant ProjectsApproved 3H Grant projectsWorld Peace Centers For International Study

Annual Programs FundAnnual Programs Fund(Get Paul Harris Fellow credit)•Unrestricted gifts•Foundation uses earnings for 3 years to operate Foundation.•At end of 3 years: 50% to DDF 50% to WF

50%

50%

DISTRICTDESIGNATEDFUND (DDF)

WORLD FUND(WF)

100%

50%

Controlled by Foundation Controlled by Foundation TrusteesTrustees

Use controlled by DistrictUse controlled by DistrictIf not spent in current yearit carries over to next year.

Permanent FundPermanent FundBenefactor credit.(Do not get Paul Harris Fellow credit.)•Only EARNINGS are spent.•Target of $500 Million by 2005•Irrevocable Life Insurance Gifts•Contributions•50% of permanent fund earnings are credited to the DDF only if requested at the time the donation is made.

HumanitarianHumanitarianMajor Matching Grants - $5,000 to $150,000District Simplified Grants –Local Use (20% of DDF)Health, Hunger and Humanity (3H) Grants - sponsor portion –PolioPlus PartnersWorld Peace Centers For International StudyEducationalEducationalScholarshipsGrants for University TeachersAdditional Group Study ExchangeProgram EnhancementProgram EnhancementGSE Language TrainingGSE Orientation SubsidyGSE Additional Team MembersDonations to Other DistrictsDonations to Other Districts

50%

Annual Program Annual Program Funds CycleFunds Cycle

Contribute 2006-07Allocate 2007-08 Identify

2008-09Spend 2009-2010

PERMANENTPERMANENTFUNDFUND

DESIGNATED FUNDS

EARNINGS

UNDESIGNATED FUNDS

EARNINGS

50%

Provides GSE for District.Health, Hunger, and Humanity Grants (3H Grants)Matching Grants (“match” to cash at $1 for $2 or

DDF $2 for $2)Individual Grants (moratorium)World Peace Centers For International Study PolioPlus

50%

ANNUAL ANNUAL PROGRAMSPROGRAMS

FUNDFUND

RESTRICTEDRESTRICTEDGIFTSGIFTS

By District 6880, Rotary International -- Mark Dierlam, District Governor, 1999-2000. Illustrated by Louis Buettner. Updated 10-05 by JPB FOR COPIES EMAIL [email protected]


Club Assembly #5Club Assembly #5

The Rotary Foundation

Lesson One


1. True or False:1. True or False:

Donations to TRF are fully tax deductible

True False

Paul Harris Fellowships are mandatory for all new Rotary members

True False

A Benefactor is a person who agrees to donate $10,000 to TRF on passage of their estate.

True False


1. True or False:1. True or False:

Donations to TRF are fully tax deductible

True False

Paul Harris Fellowships are mandatory for all new Rotary members

True False

A Benefactor is a person who agrees to donate $10,000 to TRF on passage of their estate.

True False


2. TRF (The Rotary Foundation) 2. TRF (The Rotary Foundation) was the brilliant idea of:was the brilliant idea of:

A. Paul Percy Harris

B. Jean Harris

C. Comely Bank

D. Vermont State Legislature

E. Arch Klumph


2. TRF (The Rotary Foundation) 2. TRF (The Rotary Foundation) was the brilliant idea of:was the brilliant idea of:

A. Paul Percy Harris

B. Jean Harris

C. Comely Bank

D. Vermont State Legislature

E. Arch Klumph


3. EREY stands for:3. EREY stands for:

A. Each Reality is Estimated Yearly

B. Eat Rice; Eschew Yogurt

C. Effort Rewards; Elegance is Yours

D. Every Rotarian Every Year, $100 US


3. EREY stands for:3. EREY stands for:

A. Each Reality is Estimated Yearly

B. Eat Rice; Eschew Yogurt

C. Effort Rewards; Elegance is Yours

D. Every Rotarian Every Year, $100 US


4. What’s a Paul Harris Fellowship?4. What’s a Paul Harris Fellowship?

A. It’s a purchase of braggin’ rights

B. It’s an investment in the future of the world

C. It’s a wonderful and thoughtful gift

D. Your second one could earn you “recognition points!”

E. B,C,D

F. B & C


4. What’s a Paul Harris Fellowship?4. What’s a Paul Harris Fellowship?

A. It’s a purchase of braggin’ rights

B. It’s an investment in the future of the world

C. It’s a wonderful and thoughtful gift

D. Your second one could earn you “recognition points!”

E. B,C,D

F. B & C


5. Who stated the purpose of TRF as 5. Who stated the purpose of TRF as “to do good in the world?”“to do good in the world?”

A. Ches Perry

B. Bichai Rattakul, PRIP

C. Richard King, PRIP

D. Borscht Wilhelm Kerlicue

E. Arch Klumph


5. Who stated the purpose of TRF as 5. Who stated the purpose of TRF as “to do good in the world?”“to do good in the world?”

A. Ches Perry

B. Bichai Rattakul, PRIP

C. Richard King, PRIP

D. Borscht Wilhelm Kerlicue

E. Arch Klumph


6. Rotary Grants for University 6. Rotary Grants for University Teachers:Teachers:

A. Are no longer available in TRF

B. Can fund a teaching stint in another country

C. Is a high school program which encourages going on to college

D. A & B


6. Rotary Grants for University 6. Rotary Grants for University Teachers:Teachers:

A. Are no longer available in TRF

B. Can fund a teaching stint in another country

C. Is a high school program which encourages going on to college

D. A & B


7. What happens to the investments 7. What happens to the investments we make in TRF?we make in TRF?

A. The funds are spent on overhead

B. Half of every dollar invested returns to our district in three years

C. These funds are used to renovate the International Headquarters

D. All of what returns to the District may be spent locally

E. B & D


7. What happens to the investments 7. What happens to the investments we make in TRF?we make in TRF?

A. The funds are spent on overhead

B. Half of every dollar invested returns to our district in three years

C. These funds are used to renovate the International Headquarters

D. All of what returns to the District may be spent locally

E. B & D


8. The portion of TRF funds which 8. The portion of TRF funds which returns to the District is known as:returns to the District is known as:

A. The DDF – Direct Designed Fund

B. The DDF – Donor Derived Fund

C. The DDF – Donated Derivation Foundation

D. The DDF – Decrepit Derelict Finders

E. The DDF – District Designated Fund


8. The portion of TRF funds which 8. The portion of TRF funds which returns to the District is known as:returns to the District is known as:

A. The DDF – Direct Designed Fund

B. The DDF – Donor Derived Fund

C. The DDF – Donated Derivation Foundation

D. The DDF – Decrepit Derelict Finders

E. The DDF – District Designated Fund


9. What’s a District Simplified Grant?9. What’s a District Simplified Grant?

A. It’s a grant derived from 20% of the District’s DDF return in any one year. It can be used for local or international projects.

B. It’s a way TRF board has modified all grants to be easier to apply for.

C. It’s an easily obtainable grant for clubs which have never before donated to TRF


9. What’s a District Simplified Grant?9. What’s a District Simplified Grant?

A. It’s a grant derived from 20% of the District’s DDF return in any one year. It can be used for local or international projects.

B. It’s a way TRF board has modified all grants to be easier to apply for.

C. It’s an easily obtainable grant for clubs which have never before donated to TRF


10. The following are true about TRF10. The following are true about TRF (check all that (check all that apply – you must pick all the right answers to get credit for this apply – you must pick all the right answers to get credit for this question)question)

A. Arch Klumph had a weird name and a superb idea. B. TRF really became a force after the death of Paul

Percy HarrisC. We are training our first class of Rotary Peace

Fellows at this time.D. There are twenty centers around the world for the

World Peace Fellow ProgramE. Each Rotary District may nominate 5 candidates for

the World Peace Fellows Program


10. The following are true about TRF10. The following are true about TRF (check all that (check all that apply – you must pick all the right answers to get credit for this apply – you must pick all the right answers to get credit for this question)question)

A. Arch Klumph had a weird name and a superb idea. B. TRF really became a force after the death of Paul

Percy HarrisC. We are training our first class of Rotary Peace

Fellows at this time.D. There are twenty centers around the world for the

World Peace Fellow ProgramE. Each Rotary District may nominate 5 candidates for

the World Peace Fellows Program


11. What’s a TRF Sustainer? 11. What’s a TRF Sustainer?

A. That’s a member who has had the fortitude to listen to a lecture about TRF.

B. That’s a member, previously known as Senior Active, who has decided to STAY with Rotary

C. That’s a Rotarian who has invested $100 per year in TRF, or who has had that amount RAISED for him or her by a club fundraiser, etc.


11. What’s a TRF Sustainer? 11. What’s a TRF Sustainer?

A. That’s a member who has had the fortitude to listen to a lecture about TRF.

B. That’s a member, previously known as Senior Active, who has decided to STAY with Rotary

C. That’s a Rotarian who has invested $100 per year in TRF, or who has had that amount RAISED for him or her by a club fundraiser, etc.


12. I’d like to have my business make my 12. I’d like to have my business make my TRF donations by credit card. Is THAT TRF donations by credit card. Is THAT okay? okay? Yes, and you might even get frequent flyer

miles if it’s put on an eligible credit card! No


12. I’d like to have my business make my 12. I’d like to have my business make my TRF donations by credit card. Is THAT TRF donations by credit card. Is THAT okay? okay? Yes, and you might even get frequent flyer

miles if it’s put on an eligible credit card! No


13. Couldn’t our club’s board of directors just 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and levy $25 with our dues bill each quarter and we’d all be Sustainers?we’d all be Sustainers?

A. Yes, if those funds were deposited into the general operating fund of the club and used for club social functions

B. Yes, if those funds were promptly remitted to TRF


13. Couldn’t our club’s board of directors just 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and levy $25 with our dues bill each quarter and we’d all be Sustainers?we’d all be Sustainers?

A. Yes, if those funds were deposited into the general operating fund of the club and used for club social functions

B. Yes, if those funds were promptly remitted to TRF


14. There’s a checkblock on the TRF donor 14. There’s a checkblock on the TRF donor form for APF/SHARE option. What’s that?form for APF/SHARE option. What’s that?

A. This option lets TRF SHARE all the funds right with the most needy country!

B. This option brings back half of my investment back to OUR district in three years!

C. The country of “APF” (African Peoples’ Federation) in Central Africa will SHARE in these funds immediately!


14. There’s a checkblock on the TRF donor 14. There’s a checkblock on the TRF donor form for APF/SHARE option. What’s that?form for APF/SHARE option. What’s that?

A. This option lets TRF SHARE all the funds right with the most needy country!

B. This option brings back half of my investment back to OUR district in three years!

C. The country of “APF” (African Peoples’ Federation) in Central Africa will SHARE in these funds immediately!


15. TRF alumni should be encouraged to:15. TRF alumni should be encouraged to:

A. Speak to Civic and Rotary groups about their experiences

B. Become Rotarians

C. Discuss the program in which they participated and recommend it to friends

D. Come to the district conference

E. All of the above


15. TRF alumni should be encouraged to:15. TRF alumni should be encouraged to:

A. Speak to Civic and Rotary groups about their experiences

B. Become Rotarians

C. Discuss the program in which they participated and recommend it to friends

D. Come to the district conference

E. All of the above


Thank YOU!!Thank YOU!!

Your participation in this little quiz was just another of the many places to which we might look for help in finding Rotary – I really thank you for your participation.

If you have a Rotary question which might be suitable for this new program, please write me at:[email protected] DG 2005-2006 District 6740

Documents

Joe Bark, MD PDG District Governor 2005-2006