Tag Archives: Foundation Reports

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)

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.