Joe Bark, MD PDG District Governor 2005-2006

1. Joe Bark, MD PDGDistrict Governor 2005-2006 jpbark@mindspring.com Or CALL ME 221-9492

2. THE ROTARY FOUNDATION 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 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. PERMANENT FUND ANNUAL PROGRAMS FUND UNDESIGNATED FUNDS EARNINGS 50% DESIGNATED FUNDS EARNINGS 50% 50% Annual Program Funds Cycle Contribute 2006-07 Allocate 2007-08 Identify 2008-09 Spend 2009-2010 50% 50% 50% 100% DISTRICT DESIGNATED FUND (DDF) Use controlled by District If not spent in current year it carries over to next year. WORLD FUND (WF) Controlled by Foundation Trustees • 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 Study • Educational • 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 • 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 RESTRICTED GIFTS • 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 FOR COPIES EMAIL MJDIERLAM@FIRSTCOMMAND.COM By District 6880, Rotary International -- Mark Dierlam, District Governor, 1999-2000. Illustrated by Louis Buettner. Updated 10-05 by JPB

3. Club Assembly #5 The Rotary Foundation Lesson One

4. 1. True or False:

5. 1. True or False:

6. 2. TRF (The Rotary Foundation) was the brilliant idea of: • Paul Percy Harris • Jean Harris • Comely Bank • Vermont State Legislature • Arch Klumph

7. 2. TRF (The Rotary Foundation) was the brilliant idea of: • Paul Percy Harris • Jean Harris • Comely Bank • Vermont State Legislature • Arch Klumph

8. 3. EREY stands for: • Each Reality is Estimated Yearly • Eat Rice; Eschew Yogurt • Effort Rewards; Elegance is Yours • Every Rotarian Every Year, $100 US

9. 3. EREY stands for: • Each Reality is Estimated Yearly • Eat Rice; Eschew Yogurt • Effort Rewards; Elegance is Yours • Every Rotarian Every Year, $100 US

10. 4. What’s a Paul Harris Fellowship? • It’s a purchase of braggin’ rights • It’s an investment in the future of the world • It’s a wonderful and thoughtful gift • Your second one could earn you “recognition points!” • B,C,D • B & C

11. 4. What’s a Paul Harris Fellowship? • It’s a purchase of braggin’ rights • It’s an investment in the future of the world • It’s a wonderful and thoughtful gift • Your second one could earn you “recognition points!” • B,C,D • B & C

12. 5. Who stated the purpose of TRF as “to do good in the world?” • Ches Perry • Bichai Rattakul, PRIP • Richard King, PRIP • Borscht Wilhelm Kerlicue • Arch Klumph

13. 5. Who stated the purpose of TRF as “to do good in the world?” • Ches Perry • Bichai Rattakul, PRIP • Richard King, PRIP • Borscht Wilhelm Kerlicue • Arch Klumph

14. 6. Rotary Grants for University Teachers: • Are no longer available in TRF • Can fund a teaching stint in another country • Is a high school program which encourages going on to college • A & B

15. 6. Rotary Grants for University Teachers: • Are no longer available in TRF • Can fund a teaching stint in another country • Is a high school program which encourages going on to college • A & B

16. 7. What happens to the investments we make in TRF? • The funds are spent on overhead • Half of every dollar invested returns to our district in three years • These funds are used to renovate the International Headquarters • All of what returns to the District may be spent locally • B & D

17. 7. What happens to the investments we make in TRF? • The funds are spent on overhead • Half of every dollar invested returns to our district in three years • These funds are used to renovate the International Headquarters • All of what returns to the District may be spent locally • B & D

18. 8. The portion of TRF funds which returns to the District is known as: • The DDF – Direct Designed Fund • The DDF – Donor Derived Fund • The DDF – Donated Derivation Foundation • The DDF – Decrepit Derelict Finders • The DDF – District Designated Fund

19. 8. The portion of TRF funds which returns to the District is known as: • The DDF – Direct Designed Fund • The DDF – Donor Derived Fund • The DDF – Donated Derivation Foundation • The DDF – Decrepit Derelict Finders • The DDF – District Designated Fund

20. 9. What’s a District Simplified Grant? • 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. • It’s a way TRF board has modified all grants to be easier to apply for. • It’s an easily obtainable grant for clubs which have never before donated to TRF

21. 9. What’s a District Simplified Grant? • 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. • It’s a way TRF board has modified all grants to be easier to apply for. • It’s an easily obtainable grant for clubs which have never before donated to TRF

22. 10. The following are true about TRF (check all that apply – you must pick all the right answers to get credit for this question) • Arch Klumph had a weird name and a superb idea. • TRF really became a force after the death of Paul Percy Harris • We are training our first class of Rotary Peace Fellows at this time. • There are twenty centers around the world for the World Peace Fellow Program • Each Rotary District may nominate 5 candidates for the World Peace Fellows Program

23. 10. The following are true about TRF (check all that apply – you must pick all the right answers to get credit for this question) • Arch Klumph had a weird name and a superb idea. • TRF really became a force after the death of Paul Percy Harris • We are training our first class of Rotary Peace Fellows at this time. • There are twenty centers around the world for the World Peace Fellow Program • Each Rotary District may nominate 5 candidates for the World Peace Fellows Program

24. 11. What’s a TRF Sustainer? • That’s a member who has had the fortitude to listen to a lecture about TRF. • That’s a member, previously known as Senior Active, who has decided to STAY with Rotary • 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. 11. What’s a TRF Sustainer? • That’s a member who has had the fortitude to listen to a lecture about TRF. • That’s a member, previously known as Senior Active, who has decided to STAY with Rotary • 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. 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. 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. 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and we’d all be Sustainers? • Yes, if those funds were deposited into the general operating fund of the club and used for club social functions • Yes, if those funds were promptly remitted to TRF

29. 13. Couldn’t our club’s board of directors just levy $25 with our dues bill each quarter and we’d all be Sustainers? • Yes, if those funds were deposited into the general operating fund of the club and used for club social functions • Yes, if those funds were promptly remitted to TRF

30. 14. There’s a checkblock on the TRF donor form for APF/SHARE option. What’s that? • This option lets TRF SHARE all the funds right with the most needy country! • This option brings back half of my investment back to OUR district in three years! • The country of “APF” (African Peoples’ Federation) in Central Africa will SHARE in these funds immediately!

31. 14. There’s a checkblock on the TRF donor form for APF/SHARE option. What’s that? • This option lets TRF SHARE all the funds right with the most needy country! • This option brings back half of my investment back to OUR district in three years! • The country of “APF” (African Peoples’ Federation) in Central Africa will SHARE in these funds immediately!

32. 15. TRF alumni should be encouraged to: • Speak to Civic and Rotary groups about their experiences • Become Rotarians • Discuss the program in which they participated and recommend it to friends • Come to the district conference • All of the above

33. 15. TRF alumni should be encouraged to: • Speak to Civic and Rotary groups about their experiences • Become Rotarians • Discuss the program in which they participated and recommend it to friends • Come to the district conference • All of the above

34. 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.com DG 2005-2006 District 6740 JPBark@mindspring.com DG District 6740