Tag Archives: Club Recognition Summary

Club Foundation Reports … episode 3 … Access to and Use of

30 Tuesday Aug 2016

Posted by in Foundation Reports, Rotary 7600 Foundation News

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Chuck Arnason

Chuck Arnason District Rotary Foundation Committee Chair

This is the third of three articles, this one by Chuck Arnason, responding to Club Foundation Chairs (CFCs) on how to access and use club giving reports.  The first article (August 16)  focused on step 1 and laid out how to create an account on My Rotary which every CFC must do to have access to anything on the Rotary International website.  The second article (August 23) described step 2 on how a club officer must enter the CFC’s name into the assigned position on the RI website. If the CFC doesn’t have a My Rotary Account, his or her name cannot be entered.  This article, step 3, describes the list of giving reports available to CFCs, what each contains, and how to access them.  The content of the reports are described by the title of the reports and provide the latest club giving information available in different categories.

 

Thank you to Debbie Wall, District Secretary and Communications Officer for her contribution of Articles 1 and 2 in this series.

Current line-up of giving reports:

  • Benefactor Report
  • Club Recognition Summary
  • Club Foundation Banner Report
  • Major Donor, Arch C. Klumph Society, and The Bequest Society Report
  • Club Fundraising Analysis Report
  • Paul Harris Society Report

The reports give the most timely giving-to-date information available (there can be a little lag time so check back from time to time).  Except for the Club Fundraising Analysis Report, each report provides both to-date cumulative data for the club and detailed by-member giving.

The Club Fundraising Analysis report does not mention individuals and would be a good report to pull regularly and share with the club when the CFC does a Foundation minute to update the club or board on the status of club giving as related to its giving goals.

2016-08-30

The Club Foundation Banner Report will help clubs track how close they are to achieving banner recognition at the Change of Leadership and Awards Banquet in the Every Rotarian Every Year and Sustaining Member Category.  To be eligible for this Banner a club must have a donation by each club member of at least $25 and an average per capita giving of $100.

All of the reports except the Club Fundraising Analysis provide individual giving information and should not be shared with the club other than the cumulative giving numbers for the club.

Accessing these foundation giving reports:

This handy document will walk the user, in this case a trusty Club Foundation Chair, through the steps to access these reports.  Again, this is assuming that the CFC has a My Rotary Account and has been entered into the assigned position.  Click trf_contribution_and_recognition_reports_guide_en (7)   and download  this step by step how-to guide.

Questions? Comments? Carol Woodward, District Foundation Ops Chair, woodwardcd@aol.com.

 

 

‘Bee’ A Gift To The World

14 Monday Dec 2015

Posted by in Rotary 7600 Foundation News, Uncategorized

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Be A Gift To The World:

Rotarians are familiar with the Rotary International theme for the 2015-2016 Rotary year. Often one Rotarian says to another Rotarian ‘You are a gift to the world.’  What a huge compliment coming from one Rotarian to another.

Silly BEE (1)

Bee A Gift To The World

District 7600 is taking personal license with our theme because we have a resident Rotarian bee who has appeared in many promotions for our District Rotary Foundation Committee.  Our beautiful bee is Jan Rowley, a member of the Prince George County Rotary and a Foundation Advocate.  She will be reminding all to ‘Finish Strong … Get Ready’ in the next few months. Clubs meeting their Foundation giving goals, engaging members in The Rotary Foundation, and preparing club Foundation giving goals for the 2016-2017 year will mean that each District 7600 Rotarian will be ‘Bee’ A Gift To The World.

A ‘Bee A Gift’ suggestion is to access the Club Recognition Summary Report  in My Rotary (all Club Foundation Chairs, Foundation Advocates, and Area Governors can do this) and determine how many club recognition points the club and each member of the club have.  These recognition points can be used to help members progress towards or achieve Paul Harris Status. Rewarding regular givers or encouraging less regular givers in the club would increase a sense of engagement and investment in The Rotary Foundation.  There is plenty of time before the end of the Rotary Year to design and implement a reward/incentive program to use those points.

 

 

Be a rotary nerd … continued

16 Monday Nov 2015

Posted by in Rotary 7600 Foundation News

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Get your nerd on … analyzing data for your club(s):

Last week we laid the ground work for club foundation chairs (CFCs) to have the My Rotary credentials to access club information and, by extension, Advocates’ access to his or her area clubs’ reports.

Nerdy club reports and how to use them:

There is a ton of club information available, but here the three primary reports are described.  A more detailed description of the reports and how to use them can be found on the ‘Resources and Documents’ page of this blog, 7600advocates.wordpress.com.

The Monthly Contribution Report (MCR) tracks the contribution history in a selected year for the Annual Fund (APF),  Other Giving (things like Polio Plus), and the Endowment (formerly the Permanent) Fund.  Use this report to track progress of the club towards its APF goal, cultivate support for contributions to the Foundation, and identify progress towards club banner recognition for the club.

The Every Rotarian Every Year Eligibility Report (EREY) tracks member achievement towards recognition status of EREY, Rotary Foundation Sustaining Member (RFSM), and towards Paul Harris Society.  Use of this report should be delicate and not for general publication or circulation.  Such information is sensitive and should be used only to assist the CFC and Club President in helping a member track and reach his or her giving goal.

The Club Recognition Summary (CRS) tracks member recognition amounts, dates of last contribution and designation, and the available Foundation Recognition Points.  It includes the number of Paul Harris Fellows, Major Donors, Bequest Society members, Rotarian donors and non-donors, and non-Rotarian donors.  It also tracks all-time giving by the club.  The instructions for this report on the Resources and Documents page includes information on how a club or a member can use Foundation Recognition Points. Again, this report should be treated sensitively.

Shout outs:

To Sylvia Allen of the Lawrenceville club for forwarding a picture after our Foundation Bee all that you can bee 1380843_695846030428583_495469223_npresentation to that fine club.

To Heather Martin, Dennis Wool, Delmar Dayton, Michael Binns, Dan Jones, Carl Duffey, Jan Rowley  who made the attendees at the District Foundation Awards Banquet feel so welcome.  Note that Jan is always ‘beeing’ an Advocate for the Foundation.

To Dana Rieves of the Prince George Club for pitching in … no matter was is asked.

To Charles Moncure, recipient of the 1st James Pierce Foundation Leadership Award.

To the ‘Rotary D7600 Foundation Committee’ page on Facebook.  ‘Like’ it, please.

Club ‘Assigned’ Positions and My Rotary Accounts or Becoming a Rotary Nerd

09 Monday Nov 2015

Posted by in Rotary 7600 Foundation News

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Learning from the clubs … Foundation Presentations:

Many of us Foundation-loving Rotarians are visiting the clubs in District 7600 to share data, insights, suggestions, and appreciation.  Some of us are Club Foundation Chairs, others are Advocates, and others are members of the District Rotary Foundation Committee.  When visiting a club to make a recognition presentation or provide a Foundation program, the presenter reviews the giving and grant data for that club, membership trends, and what we can glean about the reasons for success or lack of success in the club’s achievement of its Foundation goals.

The club specific information provides insight into how that club has embraced the two seismic changes that Rotary International and The Rotary Foundation rolled out in the Renette Rawlins PHS2013-2014 year.  RI rolled out its new website (actually a database with a very pretty face) and The Rotary Foundation rolled out the new giving and grant structure.  The two are inextricably linked.  The website provides mechanisms for clubs, the district, the zone, and RI to input, access, and track club management.  If the club management tools are effectively implemented by the clubs, the clubs then have access to current and historic data regarding their performance in all areas and, particularly, in the Foundation area.  Access to Foundation information is now available  to the ‘assigned’ positions in each club, as well as to Area Governor, Foundation Chairs, and to certain members of the District Rotary Foundation Committee.

The ‘assigned’ positions are the club officers, the Club Foundation Chair, the Membership Chair, and the Executive Secretary if there is one.  The trick is that these ‘assigned’ position names must be input into the appropriate form in the Club Management Area. To be eligible to be input in that area, the named member must first have created an account on My Rotary.

All Club Foundation Chairs and Foundation Advocates are encouraged to scope out the club(s) in their domain to ascertain if all of the current and incoming assigned position names have been entered.  If not, a good direction to go is to determine if the members in those club positions have My Rotary accounts.  Yes, all of that information is available after going into “My Rotary”, then to “Manage”, and then to “Club Administration”.

So … Foundation Advocates and Club Foundation Chairs … it is time to get your Nerd on. Need help? Give us a shout out! Or track one of us down at the Foundation Awards Banquet on November 12.  You can register on dacdb.com

Next week more about the club reports to which our Foundation Advocates and Club Foundation Chairs have access.  Information about the reports can already be found on the Documents and Resources page on this site … EREY Eligibility Report, Monthly Contribution Report, and the Club Recognition Summary.