Tag Archives: Every Rotarian Every Year Report

Be a rotary nerd … continued

16 Monday Nov 2015

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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.

EREY is for everyone

13 Sunday Sep 2015

Posted by in Rotary 7600 Foundation News

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Does every member of your club give?

As Foundation Advocates, Club Foundation Chairs, Area Governors, and Club Leaders we walk the walk and others in our own clubs watch us to see what we value.  The District Rotary Foundation Committee exists to assist all of our clubs and their leaders in being the kind of Rotarians they aspire to be.

A couple of weeks ago Ken Hodge, District Development Chair wrote an article on EREY is for Everyone.  In it he wrote “As a leader, the choice for leadership style and process, is yours.  And we, as your District 7600 Foundation Committee will support you in whatever choice you make.  If you want to be a 100% EREY club, we can help with educational programs, committee training, campaign design and implementation, and general hand-holding.  All you need to do is ask.”

Consider being the leader in your club that advocates for EREY, regardless of your title. If we can help … ‘All you need to do is ask.’

A visit to the south boston club

Last week on a beautiful almost Fall-feeling day the South Boston Rotary welcomed me to their meeting at Ernie’s, a superior cafeteria with real home cooked food. President Jim Halasz and Club Foundation Chair Larry Davis spent some time chatting with me after the meeting as we looked over their Club Recognition Summary. Both got excited when they saw how many club and member recognition points they had accumulated and how they could use those points on a matching basis to encourage member giving to the Foundation.

Has your club checked out your recognition points lately?  Need help?  Ask your Club Foundation Chair or Foundation Advocate to assist you in accessing your club’s reports.

Shout outs this week–

Wizard Probs and Ops Chair Clenise

Wizard Probs and Ops Chair Clenise

Tuesday, September 15 is Jim Probsdorfer’s birthday.  Give the boy a shout and wish him well.

 

 

 

 

Renette Rawlins PHS

 

To the Rotary Club of Colonial Heights Club who all made me feel welcome as I presented the Paul Harris Society Recognition Certificate to Renette Rawlins.  Renette on the Right.

 

 

Have a great week — Carol

Recognition Points … going where other clubs have gone before

31 Monday Aug 2015

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Where does the phrase ‘dog days of summer’ come from?

If you know … please share.

In the meantime … it is a great time of year for Advocates to shake off the beach sand and connect with the Club Foundation Chairs. Building a one-on-one relationship with each Club Foundation Chair  is just such a super way to cement the connections that will allow you to assist their clubs as the Rotary year progresses.  Pick up the phone, send an email, or join a Club Foundation Chair at his or her club meeting. The Foundation Advocates, the Club Foundation Chairs, and the Area Governors can be remarkable teams to take the District 7600 Foundation Giving and Grants programs to Freedom Tower heights.  No one in Rotary does a job alone.

EREY (Every Rotarian Every Year)

Ken Hodge

Ken

Do you say ‘EEEEE-RAY’ or ‘Eerie?’ … doesn’t matter. What matters is that Every Rotarian Every Year gives to The Rotary Foundation. Why?  Because after three years 50% of what is given in one year comes back to the District to support grants, both local and global. We are Rotarians and we are about ‘doing good in the world.’ The District Foundation Committee Development Chair, Ken Hodge, wrote a heartwarming article, EREY is for Everyone, which describes the importance of EREY.  Last Rotary year (2014-2015) 16% of District 7600 Rotarians did not give to the Foundation. This year our mission as Foundation leaders is help every club become an EREY Club.  Are you in?

Delegation of Access to Foundation Chairs

The delegation of access to Foundation Advocates by the Area Governors is coming along … slowly.  It is the dog days of summer, you know.  Lt. Governor  Mike Jallo plans to reach out personally this week to the 6 Area Governors who have yet to delegate access.  When access to your clubs’ reports has been completed you will receive an email notice from Rotary International to that effect.  Plunge in and start accessing those reports, because …

There is building momentum in the clubs to understand and harvest Recognition Points implementing what they learned at the Foundation Workshop. TRF awards a recognition point for every dollar donated to the Annual Fund whether the donation is from a club or from an individual member.   These Recognition Points can be used by the club and by members to recognize individuals and to encourage giving. The information regarding the number of recognition points available is in the reports of each club …  just giving you a heads up. Scope out two articles regarding how The Historic Triangle and the Petersburg clubs have used the Recognition Points in the July and August issues of the Features.  Those issues are in your email inbox and on the home page of http://www.rotary7600.org.

Have a great week.

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

23 Monday Feb 2015

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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)

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.