As we dive into the new Rotary year, here are suggestions to help you perform your volunteer roles as Foundation Advocates and Club Foundation Chairs.
Happy New Year! Rotary Year 2015 – 2016!
06 Monday Jul 2015
Posted in Rotary 7600 Foundation News
Tag Archives: Foundation Advocates
District Training Assembly on April 25th
06 Monday Apr 2015
Posted in Rotary 7600 Foundation News
Tags
Advocate Roles and Responsibilities, Area Governors, Club Foundation Chairs, District Training Assembly, Foundation Advocates, Foundation Goals, Heather Martin, J. Kevin Kelly, Stan Wall
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
A Wrap Up of Last Week’s Questions
30 Monday Mar 2015
Posted in Rotary 7600 Foundation News, Rotary Grants
Tags
Advocate Roles and Responsibilities, Area Governors, Foundation Advocates, Giving Recognitions, Memorandum of Understanding, MOU
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
Foundation Advocates Now Have Access to Club Giving Reports and Member Information!
16 Monday Mar 2015
Posted in Foundation Reports, Rotary 7600 Foundation News
Tags
Club Visits, Foundation Advocates, Foundation Reports, GMS, Goals, Grant Management Seminar, March 21, The Rotary Foundation
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
- 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
30 Day Recommendations for Advocates
02 Monday Mar 2015
Posted in Uncategorized
The Presidents-Elect (PEs) have returned from PETS. When they recover from the shock of traveling through a snow storm and from being inundated with Rotary leadership materials, many will be reaching out to their Club Foundation Chairs (CFCs) , to their Assistant Governors, and to you for assistance with getting their leadership plans and goals developed and documented.
Status of Foundation Giving : Find out what each club in your area has achieved to date toward their 2014-2015 Foundation Giving Goals. You can ask the CFC in each club in your area to provide that information. With that information you can be encouraging when needed or complimentary if the clubs are making significant progress on meeting their goals. Should it be of assistance you may click ClubFundraisingAnalysis Jan 15 (64)75%. Each page is the club fundraising analysis for a specific club. The clubs pages are in alphabetical order so you need only to scroll down to the clubs by name in your area to see how your clubs stacked up as of January 15. It is only a snapshot through that date, but it may be helpful.
Setting 2015-2016 Club Giving Goals: PEs received the 64 Club Fundraising Analysis mentioned above and a worksheet for setting their Foundation giving goals. They were instructed to use the worksheet to develop their goals prior to going to My Rotary to enter them into the RI database at rotary.org. The The Rotary Foundation Recommendations which they received at PETS even provided information on how to enter to enter those goals on My Rotary.
Grants/Grants Management Seminar: The PEs were informed that the deadline for applying for District Grants is May 15. They know each club must send a representative(s) to a Grants Management Seminar (GMS) to be eligible to receive a Global Grant but that there is district grant information provided at the GMS as well. The first GMS is scheduled for March 21 at Colonial Heritage Country Club in Williamsburg. The registration is now available on the calendar tab of dacdb.com. I plan to attend and I hope you will as well. It is a great way to learn what your clubs are learning and to interact with them. If you come I will buy you a drink afterwards. If you need assistance registering just give me a whistle. I can walk you through it. Here is the 2015 GMS Flyer for the GMS.
Don’t forget to check out the Advocates page on www.rotary7600.org for tons of info.
What questions do you have for us. Carol Woodward at woodwardcd@aol.com, woodward739@gmail.com, 804-691-8486.
Carol’s Wellies
Presidents-Elect Attend PETS Training — How do we Advocates Help our Foundation Chairs
23 Monday Feb 2015
Posted in Rotary 7600 Foundation News
Tags
Club Foundation Chairs, Club Visits, Communications, DTTS, Every Rotarian Every Year Report, Foundation Advocates, Foundation Reports, Goals, PETS, Presidents-Elect, The Rotary Foundation
This Week we have a communication from our fearless District Foundation 
Committee Chair, Jim “Probs” Probsdorfer.
“Greetings to the Advocates Resources Committee and to you hardworking Advocates. 
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
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 in Foundation Reports, Rotary 7600 Foundation News
Tags
Advocate Roles and Responsibilities, Every Rotarian Every Year Report, Foundation Advocates, Foundation Reports, Monthly Constribution Report, Monthly Contribution Report, Rotary District 7600, The Rotary Foundation
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.
- 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 …
- 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.
- 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.
- 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.
- 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.
- Monthly Contribution Report
- Every Rotarian Every Year Report
- Club Recognition Summary
- Accessing Club Reports (Share with your Club Foundation Chairs)
- 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.
- 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.
- 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.
Initial Blog Post for the Advocates of Rotary District 7600
20 Tuesday Jan 2015
Posted in Rotary 7600 Foundation News
Tags
Foundation Advocates, Rotary District 7600, Rotary District 7600 Advocates, Rotary District 7600 Foundation Committee
Carol’s Favorite AVI
Welcome, Advocates:
My name is Carol Woodward and I am the lucky ducky who Jim Probsdorfer appointed as the Chair of the Advocates Resources Committee, serving with Bruce Settle and Cindy Pecht.
The three of us have had many Rotary hats, but brevity matters here … I am a past club president, past area governor, and most recently the operations chair for the District Foundation Committee for the last two years. Bruce is a past club president and past area governor. Cindy is a past club president and past district membership chair. All three of us are committed supporters of the Rotary Foundation.
This may be overly ambitious but my plan as the Advocates Resource Committee Chair is to update this page at least every weekend. With that in mind, I’d recommend that you “subscribe” to this blog that way you should receive an email when I have posted an update. This blog will also have a “Resources and Documents” page so you will have updated documents, presentations, and calendars available to you there.
To receive an email alert when this blog is updated click on follow and input your email address.
If you prefer to not do that, fine. I will be doing similar updates on the Advocates page on http://www.rotary7600.org. You will find the Advocates page by hovering over the Rotary Foundation on the left menu of the the district website.
Our Advocates Resource Committee consists of myself, Carol Woodward (Prince George) as Chair, Bruce Settle (South Hill) , and Cindy Pecht (Lawrenceville).
Our Advocates are Jamie Gambaccini (Hanover), Charles Moncure (Innsbrook), Michael Binns, (Western Henrico), Delmar Dayton (South Richmond), Carl Duffey (James River), Jan Rowley (Prince George County), Jeff Jacobs (Colonial Heights), Dan Jones (Powhatan), Cynthia Gregg (Lawrenceville), Philip Ford (North Suffolk), Bob Harper (Hampton), Lou Tayon (Great Bridge), James O’Brien (Norfolk), Suzanne Luna (Virginia Beach), Paul Strong (Cape Charles), and Wendell Barbour (Oyster Point). We are short one Advocate but hope to have that area Advocate seat filled soon.
This blog is a little skimpy at the moment, but I am building it from scratch.
The five things I ask of you are:
– to register for and attend the District Team Training Seminar on February 7 in Williamsburg at the Colonial Heritage Country Club. Registration is easy and free at dacdb.com on the calendar tab.
– please schedule to register and attend the District Training Seminar on April 25 (more information about that later)
– review some of the documents on the Resources and Documents page, either here or on the district website http://www.rotary7600.org
– subscribe to 7600Advocates.wordpress.com
– reach out to me, Bruce, or Cindy for any information you may need. We can be reached at woodwardcd@aol.com, bruce@southsidemortgage.com, or cpecht@verizon.net. You can obtain our phone numbers in dacdb.com also by selecting find a member and entering one of our names.
Shoutout by leaving a comment on this blog if you would be so kind.
Very best, Carol
D7600 Rotary Foundation News 