Tag Archives: Advocate Roles and Responsibilities

District Training Assembly on April 25th

06 Monday Apr 2015

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Encourage Club Foundation Chairs to register and attend the District Training Assembly.

Foundation Advocates are smart people!  Here is the smartest things you can do in the next week or so —

1.  Encourage the Club Foundation Chairs (particularly incoming Club Foundation Chairs) to register and attend the District Training Assembly on April 25.  Why ….. because it will make your role as a Foundation Advocate easier and it will make the work of the Club Foundation Chairs much, much easier.  At the District Training Assembly incoming club leaders will get role specific instruction that will make the fulfillment of their duties for the incoming year so much clearer.

2.  Register yourself for the District Training Assembly.  Why … you are leading by example and giving yourself the opportunity to connect with your Club Foundation Chairs and others in one fell swoop.  

How to register.  Log on to dacdb.com (dacdb stands for District And Club Database). Click on ‘Calendar’. Scroll down to District Training Assembly on April 25. Click on ‘Register Now’. Pull out that credit or debit card and do the deed.

3.  Encourage your Club Foundation Chairs to log onto 7600advocates.wordpress.com and ‘Follow.’  That way they and you (if you have ‘followed’) will receive this weekly message by email.  Talk about making your role easier.  The blog is open to anyone, but is most helpful to Foundation Advocates and Club Foundation Chairs.

Thank you for all you do  …

End Polio Now Games Soon

End Polio Now Games Soon

A Wrap Up of Last Week’s Questions

30 Monday Mar 2015

Posted by in Rotary 7600 Foundation News, Rotary Grants

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Everything worth knowing is worth repeating!

Three primary questions this week:

1.  What are the responsibilities of the Foundation Advocates?

2.  Where can I find the 2015 -2016 MOU?

3.  Why hasn’t a Paul Harris Fellow donor in my club received his recognition form The Rotary Foundation?

Responsibilities of Foundation Advocates:

We have dealt with the first question at the District Team Training Seminar, the Presidents-Elect Seminar, we likely will do so again at the District Team Training Seminar on April 25th, on this blog and on our website.  In one basic sentence … The role of the Foundation Advocate is to coordinate with Club Foundation Chairs (CFCs)  in his or her assigned area, the District Rotary Foundation Committee (DRFC), and with the complimentary Area Governor to assist clubs in setting and recording the clubs’ Foundation giving goals, provide information on applying for district and global grants, and meeting the Foundation giving goals set by the clubs.

To accomplish those duties the Foundation Advocates must reach out and interact with the CFCs, DRFC, and with Area Governors for given areas.  This topic has been addressed before in this blog below and in the other venues mentioned.  For your convenience  here is a link to the D7600AdvocatesRoleResp-2013cdw_1 and it can be found on the Resources and documents page of this blog, on the Advocates page on http://www.rotary7600.org.

2015-2016 Memorandum of Understanding (MOU):

Here it is … 2015-16 District Grant Club MOU (1).  It and other important grant related documents are located on the Programs/Grants page on http://www.rotary7600.org and on the Foundation Resources page of the http://www.rotary7600.org.  It is also on the Resources & Documents page of this blog.

This question was prompted by a hardworking CFC because his President-Elect professed to not knowing where it was.  One issue which arose was that on http://www.rotary7600.org navigation may be a hurdle.  On the home page there is a menu on the left hand side of the page.  One scrolls down to ‘The Rotary Foundation’.  If you click on that page you get the nice page with Probs’ picture on it and do read that page.  To get to the other pages under ‘The Rotary Foundation’ what one must do instead is let the cursor hover over ‘The Rotary Foundation’.  This will bring up a menu of six pages. That is where you will find the ‘Programs/Grants’ and the ‘Foundation Resources’ pages. Move to the page you want and click.

Paul Harris Fellow Recognition Time-Frame:

This question needs follow up.  You are the local brain trust … how long does it normally take for the Paul Harris Pin and Certificate to arrive at a club? Does it come to the Club address or to the President’s address?

Waiting to hear from you.

Carol's Favorite AVI

Carol’s Favorite AVI

Five Questions from Rotary 7600 Foundation Land …

02 Monday Feb 2015

Posted by in Foundation Reports, Rotary 7600 Foundation News

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Happy February District 7600 Foundation Advocates and Club Foundation Chairs!

In my virtual travels through District Foundation Land I have encountered many questions from Advocates, incoming Advocates, and from others. Sticking to the Carol’s Rule of 5, I will address s five of those questions here.

  1. Who has access to Club Foundation Reports? Advocates do not have direct access to Club Foundation Reports through Rotary Club Central on rotary.org. To view any of the three reports from the clubs in an Advocates area, the Advocate must rely on one of three sources …
    1. District Foundation Committee Chair (Jim Probsdorfer), or the Development/Giving Chair (Ken Hodge). The Annual Giving Chair (Randy Cash) should have access, but apparently that hasn’t been closed on yet.
    2. The corresponding Area Governor (AG) for the Advocate’s Area. Good idea to develop a relationship with the AG to increase receiving those 3 club reports for each club.
    3. The Club Foundation Chair from each club in an Advocate’s area. This is another good reason to establish a relationship with an Advocate’s Club Foundation Chairs, another source for receiving those three reports. Some Club Foundation Chairs have reported not having access to club reports. When this occurs it means that the club President or Secretary must input the Club Foundation Chair’s name into the ‘current officers and/or incoming officers’ area of club administration.
  2. What are the three reports discussed above and how do I interpret them … how does the Club Foundation Chair use and interpret them? The three reports are the Monthly Contribution Report (MCR) , the Club Recognition Summary (CRS) , and the Every Rotarian Every Year (EREY) Report . There is a guide for downloading and using each on the Foundation Resources page under Rotary Foundation on rotary7600.org. For your convenience they are listed here.
    1. Monthly Contribution Report
    2. Every Rotarian Every Year Report
    3. Club Recognition Summary
    4. Accessing Club Reports (Share with your Club Foundation Chairs)
  3. I am a new Advocate or will be an Advocate beginning in July 2015, where do I start? I suggest you check in with the prior Advocate and get the lay of the land from that person. Give a call to the Club Foundation Chairs for the Clubs in your area and offer to buy them a cup of coffee or a glass of wine. In other words … begin the conversation. Reach out to Carol Woodward, Bruce Settle, Cindy Pecht, Jim Probsdorfer, or anyone you feel comfortable chatting with to get a tailored response to your questions. Check out some of the documents on the rotary7600 Rotary Foundation Resources page or similar documents on the Resources page of www.7600Adovcates.wordpress.com. Reading is a great way to start. Two starting documents are the Advocate Roles and Responsibilities and The TRF Guide for Zones 33 & 34.
  4. Are there Publications we can put into the hands of our Club Foundation Chairs? The answer is yes and are available from shop.rotary.com. However, these are limited in quantity per order, often take an inordinate amount of time to arrive, and are often dated. Another source of printed materials are the actual PDFs of these publications which any Rotarian can download.
  5. As an Advocate am I required to make club visits? The short answer is no, however, building a relationship with your Club Foundation Chairs is a gateway to success and mutual information sharing. The basic role of the Advocates and the District Rotary Foundation Committee is to assist the clubs in setting and meeting their Foundation Giving goals and applying for and completing grant projects. Building relationships is key to that role. In fact, all of Rotary has been built on relationship building from day one.

This is enough for this message, but don’t hesitate to reach out to me at any time. I want to be your best friend in your role as an Advocate ( and by extension … Club Foundation Chair). This is because I love Rotary and I love The Rotary Foundation.