1. Club Assembly Quiz #5 Joe Bark, MD PDG District Governor 2005-2006 jpbark@mindspring.com Or CALL ME 221-9492

2. THE ROTARY FOUNDATION Restricted Gifts Restricted to specific projects. (Get Paul Harris Fellow credit) No 50% back to District Polio Plus and Partners Approved Matching Grant Projects Approved 3H Grant projects World Peace Centers For International Study Annual 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% DISTRICT DESIGNATED FUND (DDF) WORLD FUND (WF) 100% 50% Controlled by Foundation Trustees Use controlled by District If not spent in current year it carries over to next year. Permanent Fund Benefactor 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. Humanitarian Major Matching Grants - $5,000 to $150,000 District Simplified Grants –Local Use (20% of DDF) Health, Hunger and Humanity (3H) Grants - sponsor portion –  PolioPlus Partners World Peace Centers For International StudyEducational Scholarships Grants for University Teachers Additional Group Study Exchange Program Enhancement GSE Language Training GSE Orientation Subsidy GSE Additional Team Members Donations to Other Districts 50 % Annual Program Funds Cycle Contribute2006-07 Allocate2007-08 Identify 2008-09 Spend2009-2010 PERMANENTFUND 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 % ANNUALPROGRAMSFUND RESTRICTEDGIFTS By District 6880, Rotary International -- Mark Dierlam, District Governor, 1999-2000. Illustrated by Louis Buettner. Updated 10-05 by JPB FOR COPIES EMAIL MJDIERLAM@FIRSTCOMMAND.COM

3. Club Assembly Quiz #5 Club Assembly #5 The Rotary Foundation Lesson One

4. Club Assembly Quiz #5 1. True or False:  Donations to TRF are fully tax deductible TrueFalse  Paul Harris Fellowships are mandatory for all new Rotary members TrueFalse  A Benefactor is a person who agrees to donate $10,000 to TRF on passage of their estate. TrueFalse

5. Club Assembly Quiz #5 1. True or False:  Donations to TRF are fully tax deductible TrueFalse  Paul Harris Fellowships are mandatory for all new Rotary members TrueFalse  A Benefactor is a person who agrees to donate $10,000 to TRF on passage of their estate. TrueFalse

6. Club Assembly Quiz #5 2. TRF (The Rotary Foundation) was the brilliant idea of: A.Paul Percy Harris B.Jean Harris C.Comely Bank D.Vermont State Legislature E.Arch Klumph

7. Club Assembly Quiz #5 2. TRF (The Rotary Foundation) was the brilliant idea of: A.Paul Percy Harris B.Jean Harris C.Comely Bank D.Vermont State Legislature E.Arch Klumph

8. Club Assembly Quiz #5 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

9. Club Assembly Quiz #5 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

10. Club Assembly Quiz #5 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

11. Club Assembly Quiz #5 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

12. Club Assembly Quiz #5 5. Who stated the purpose of TRF as “to do good in the world?” A.Ches Perry B.Bichai Rattakul, PRIP C.Richard King, PRIP D.Borscht Wilhelm Kerlicue E.Arch Klumph

13. Club Assembly Quiz #5 5. Who stated the purpose of TRF as “to do good in the world?” A.Ches Perry B.Bichai Rattakul, PRIP C.Richard King, PRIP D.Borscht Wilhelm Kerlicue E.Arch Klumph

14. Club Assembly Quiz #5 6. Rotary Grants for University 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

15. Club Assembly Quiz #5 6. Rotary Grants for University 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

16. Club Assembly Quiz #5 7. What happens to the investments 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

17. Club Assembly Quiz #5 7. What happens to the investments 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

18. Club Assembly Quiz #5 8. The portion of TRF funds which 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

19. Club Assembly Quiz #5 8. The portion of TRF funds which 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

20. Club Assembly Quiz #5 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

21. Club Assembly Quiz #5 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

22. Club Assembly Quiz #5 10. The following are true about TRF (check all that apply – you must pick all the right answers to get credit for this question) A.Arch Klumph had a weird name and a superb idea. B.TRF really became a force after the death of Paul Percy Harris C.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 Program E.Each Rotary District may nominate 5 candidates for the World Peace Fellows Program

23. Club Assembly Quiz #5 10. The following are true about TRF (check all that apply – you must pick all the right answers to get credit for this question) A.Arch Klumph had a weird name and a superb idea. B.TRF really became a force after the death of Paul Percy Harris C.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 Program E.Each Rotary District may nominate 5 candidates for the World Peace Fellows Program

24. Club Assembly Quiz #5 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.

25. Club Assembly Quiz #5 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.

26. Club Assembly Quiz #5 12. I’d like to have my business make my TRF donations by credit card. Is THAT okay?  Yes, and you might even get frequent flyer miles if it’s put on an eligible credit card!  No

27. Club Assembly Quiz #5 12. I’d like to have my business make my TRF donations by credit card. Is THAT okay?  Yes, and you might even get frequent flyer miles if it’s put on an eligible credit card!  No

28. Club Assembly Quiz #5 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and 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

29. Club Assembly Quiz #5 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and 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

30. Club Assembly Quiz #5 14. There’s a checkblock on the TRF donor 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!

31. Club Assembly Quiz #5 14. There’s a checkblock on the TRF donor 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!

32. Club Assembly Quiz #5 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

33. Club Assembly Quiz #5 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

34. Club Assembly Quiz #5 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: JPBark@mindspring.comJPBark@mindspring.com DG 2005-2006 District 6740