Tag Archives: Club Visits

Foundation Advocates Now Have Access to Club Giving Reports and Member Information!

16 Monday Mar 2015

Posted by in Foundation Reports, Rotary 7600 Foundation News

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Access to Area Club Giving Reports at http://www.rotary.org :

Foundation Advocates will have access to Foundation giving reports for the clubs in their respective areas until June 30, 2015. 7600 Advocates were added last week to a pilot project to determine the efficacy of extending such access to certain additional District leaders.  Not every District has Advocates or similar roles. Log on as usual to http://www.rotary.org and go to My Rotary to access reports. What happens after June 30. We must wait and see.

Access to Area Club and Club Member Information on http://www.dacdb.com :

All 7600 Advocates have Level 5 access to Club and Club Member information for the clubs in their respective areas.  When you log on to dacdb.com (using your Rotary email address and your Rotary member ID number without the 0) you will see your name in the upper right hand corner.  There should (5) following your name.  If not, please contact me.  This access allows you to determine contact information for members in your clubs and to identify key leaders such as Club Foundation Chairs.  This is permanent as long as you are an Area Foundation Advocate.

Other News:

There is still time to register for the Grants Management Seminar (GMS) which will be held at Colonial Heritage Country Club in Williamsburg.  Register on the Calendar at http://www.dacdb.com.  Attendance is required for clubs planning to participate in a global grant.  This GMS will also have significant information and how-to with regard to the on-line application process for all grants, monitoring, reporting, record keeping and so on.

Upcoming Priority Tasks …

  • reach out to your clubs (Club Foundation Chairs) if you haven’t already
  • review the status of clubs’ to-date giving figures with each club
  • assist current/incoming Club Foundation Chairs on setting and entering Club Foundation Goals
  • put the District Training Assembly on your own calendars for April 25th and encourage your Club Foundation Chairs to do likewise
  • ‘Follow’ 7600advocates.wordpress.com and encourage your Club Foundation Chairs to do so.  Will make life a lot easier for you :))

Weekly Shoutout:

  • Louis Tayon, Advocate Area 13, for contributing to his bio for publication in Features

    Louis Tayon

    Louis Tayon

  • Charles Moncure, Advocate 2, for sage advice and info on accessing Club Foundation Report
  • Paul Strong, Advocate Area 16, for his very pertinent questions about access to Club Foundation Reports
  • Dennis Wool, Advocate Area 11, for his assistance with arrangements for the GMS and his instructions on how to build grow-boxes at much less cost than ordering from Garnders.com
  • Carl Duffey, Advocate Area 5) for reaching out about Benefactor Donor Forms
  • to Incoming Area Governor for Area 2, Bonnie Field, for her leg work and recommendations as to the incoming Area 2 Advocate (to be announced later)
  • And to Area Governor for Area 11, Frank Ferrante, for always responding to my requests for help.  Hope you are continuing your return to good health.

I’ll see you on the flip side …

woodwardcd@aol.com 804-691-8486

woodwardcd@aol.com
804-691-8486

 

 

 

 

 

 

 

Presidents-Elect Attend PETS Training — How do we Advocates Help our Foundation Chairs

23 Monday Feb 2015

Posted by in Rotary 7600 Foundation News

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This Week we have a communication from our fearless District Foundation 100_0497Committee Chair, Jim “Probs” Probsdorfer.

“Greetings to the Advocates Resources Committee and to you hardworking Advocates. Historic Triange Equine Assisted Therapies

The Presidents-Elect (PEs) from District 7600 are attending the Multi-District Presidents-Elect Training  Seminar (PETS) this weekend, February 26 – 28, in Reston, Virginia. You, as club leaders, know that this is the required and most formal of the training experiences for PEs.

 These PEs as Club Presidents will need knowledgeable Club Foundation Chairs (CFCs) to help their clubs be successful and to share in some of the critical leadership tasks. Clubs need noteworthy community and global projects, and strong publicity about those projects to help them attract and retain members.

District and Global Grants are important sources of funds and  expertise for club projects. Generous giving to The Rotary Foundation by club members is the means by which grant funds are available to districts and their clubs for some of their projects.

Grants/projects → Publicity → Members → TRF Giving → DDF $   →  Grants/Projects  

As Foundation Advocates you are the ‘go-to’ persons for your CFCs. In Rotary Year 2013-2014, with your help, District 7600 broke both total and per capita giving records. If we continue this trajectory the district will have vibrant and growing clubs.

Thank you for all you have done in the past for the District and The Rotary Foundation. Thank you for your continuing commitment to The Rotary Foundation.

As the PEs return from PETS they and their CFCs may have many questions for you. Be assured none of us have to know it all. We are all in this learning boat together.

Here are a few suggestions for the next 120 days of transition …

  • Ask the current CFCs for updated giving figures/reports and offer assistance to meet 2014-2015 Foundation Goals
  • Determine who the incoming CFCs will be and offer to help them help their PEs set their 2015-2016 Foundation Goals. Those goals need to be entered in My Rotary/Rotary Club Central
  • Take steps you deem helpful to have names of incoming CFC entered into Rotary Club Central even if that person currently holds that position
  • Reach out to your predecessor for information if you are a new or incoming Advocate
  • Reach out to your Area Governor. Have a beer and compare notes.

Don’t hesitate to reach out to Carol, Cindy, Bruce, me, or any of the 20 or so folks on the District Rotary Foundation Committee to ask for help or to make suggestions. We are all on the same team … those doing good in the world.” —

Probs

Pensive Carol

Carol

Just a thought or two from me … due to our work with the District Rotary Foundation Committee, and perhaps as having served as Club Foundation Chairs, we are building, collectively, amazing knowledge about The Rotary Foundation. We are special.

Have a great week — Carol (woodwardcd@aol.com)

The DTTS Rotary Foundation Glow Defies the Octavia Storm

16 Monday Feb 2015

Posted by in Rotary 7600 Foundation News

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Oyster Point Donates to TRF

Oyster Point Donates to TRF

The glow from the District Team Training Seminar (DTTS) is still warming me even though we are awaiting inches and inches of snow tonight.  Thank you, Octavia!

 In this week’s message I’d like to:

  • provide some insights from the discussions and information from DTTS
  • describe our Advocates’ communication plan
  • ask for some feedback from you as you delve deeper into your Advocate’s role

DTTS:

The Advocates met separately for an hour and then had a joint session to discuss how to analyze club reports and how to work together.

The top challenges raised by the Area Advocates and the AGs were scheduling visits with area clubs, receptivity or not of clubs to visits from the Advocates, and the obtaining of club giving reports by Advocates.

Advocates, in particular, wanted more information on how to use recognition points. The Advocates and the AGs wanted more information shared by district on grant applications submitted by clubs, as well as grants awarded.

Suggestions for working with the clubs included doing more in one-on-one meetings or calls with the Advocates and AG counterparts in the clubs rather than just relying on club visits, sending handwritten thank you notes from time to time, and communicating how important it is for the clubs to get their information into Rotary Club Central.

Jim Probsdorfer presented many documents. Shared here are two of them.

DRFC Awareness Campaign 2015 would probably be better titled ‘The 2015 – 16 Rotary Year At A Glance’. This one-pager, which was also shared with the AGs in the joint meeting, provides a quick look the priorities for each month of the Rotary year. Columns 4, 5, and 6 are of particular interest to Advocates.

2014-15 DTTS Probs Top 5 (1) is a reminder that our work for the current Rotary year is still ongoing. With your help we set Rotary giving records for the district last year and clubs were awarded over $120,000 in district grants in the 2013 –14 year. We can do it again in 2014 – 15.

Advocates Communication Plan:

  • Weekly updates on the Advocates’ page on rotary7600.org
  • similar post on 7600advocates.wordpress.com ‘Follow’ to get notice of updates
  • loading useful/frequently used documents on Resource pages of both sites
  • reaching out in a respectful way via email, phone calls and personal visits
  • occasional Survey Monkey requests for specific information
  • Features, the District Foundation Newsletter, published mid-month
  • ‘Rotary D7600 Foundation Committee’ page on Facebook.

A request for feedback:

  • would a monthly Advocates’ Conference Call be helpful to you?
  • would a frequently asked questions (faq) page on 7600advocates be helpful?
  • What can Bruce, Cindy, and I do – right now – to help?

 

Finally … Thanks to Jaime, Paul, Dennis, Jan, Stan, Jeff, Bruce, Lou, and Cindy for your warm communications this past week or so.