Tag Archives: My Rotary

Meeting Paul Harris

22 Tuesday Aug 2017

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Rotarians meet Paul Harris every day:

As the header photo above indicates, in July a number of District 7600 Rotarians visited Rotary International Headquarters in Evanston to learn more about Rotary operations, The Rotary Foundation, and membership status in Rotary International.  Dana Rieves, the District Communication Officer, took some notes during the visit and composed this short article below.

I had the pleasure of visiting Rotary International Headquarters with the District 7600 delegation in July.  We had a lot of fun and fellowship, but we also leaned a great deal about Rotary International and The Rotary Foundation in the briefings given to is by the Rotary International staff.  

The Rotary Foundation:

Only 7% of Rotarians belong to the Paul Harris Society, but these proud Rotary Donors contribute 44% of the total giving to The Rotary Foundation.  Grants are a growing component of the Foundation and of all of the global grants submitted to the Foundation only 11% are declined.

Membership:

Membership:  There are 1.2 million Rotarians worldwide in over 35,000 clubs.  Female membership is at 21 – 22%.  Overall, there is a member retention rate of 88 – 90%.  Satellite clubs are a growing concept in Rotary and it requires only 8 members to start a satellite club which is affiliated with a home club.

Rotary International Operations:

Dana & Paul HarrisRotary International:  Headquartered in Evanston, Illinois, RI employs 520 staff members, many of whom are Rotarians, themselves.  RI has been hard at work revamping some features of rotary.org and now if you visit My Rotary, you will find an updated, more user-friendly interface.  There is an updated club brochure template and an updated club ad template.  Also, what was previously known as the Presidential Citation is now known as the Rotary Citation. There are also lots of goodies to buy at shop.rotary.org.

And how did I meet Paul Harris?  Well, he didn’t move fast enough!

 

 

 

90-day priorities for club leaders

03 Tuesday Jan 2017

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Are you a current leader … president, club foundation chair, district grant project leader, a committee chair?

2017-01-03

Presidents should be registered or should be registering for the Presidential Retreat to be held on this Saturday, January 7 in Richmond.

Tasks for current club leaders to be working on or delegating in the next 90 days include

  • encouraging member engagement with the Rotary Foundation by giving early
  • assigning appropriate club leaders to be working on District Club Award nominations
  • encouraging your district grant project leaders to adhere to grant reporting requirements

Are you an incoming President (current President-Elect), incoming Rotary Foundation Chair, or incoming grant application lead?

Incoming Presidents (Presidents-Elect) should be registered or planning on registering for PrePETS also held in Richmond this weekend concurrently with the Presidential Retreat. Here you will be briefed

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  • about  Chesapeake PETS (Presidents-Elect Training Seminar) required for Presidents-Elects on March 2-5, in Chantilly, Virginia.  You should register now
  • district administrative changes to take place in the 2017-18 Rotary Year
  • intro to some of the 2017-18 district and global grant application requirements
  • intro (hands on) to ‘My Rotary’ and District and Club Database (dacdb)

Among your 90 day tasks are

  • confirming that all incoming elected club officers, assigned positions, and committee chairs are entered into My Rotary and into dacdb.com as appropriate (this cannot be done soon enough 🙂
  • setting club goals with your incoming board and confirming that the goals have been entered  into ‘My Rotary’
  • preparing to help your team apply for a district or global grant

If you can accomplish these tasks appropriate to your role then the rest is easy-peasy.

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.

 

 

Club Foundation Giving Reports …episode 2 … adding name of the Club Foundation Chair to My Rotary

23 Tuesday Aug 2016

Posted by in Foundation Reports, Rotary 7600 Foundation News, Uncategorized

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ShelDanaDebbie

This article by Debbie Wall (Colonial Heights), District Secretary and District Communication Officer, is the second in a series of three articles describing the steps for Club Foundation Chairs (CFCs) to take in order to access club giving reports. The first article (August 16) addressed setting up an account in ‘My Rotary’ which is the first step in the CFCs having such access.  This week  the article addresses ‘assigned positions’ which is step 2 which must be completed for the CFC to access his or her club reports.  

 

Who can enter the Club Foundation Chair’s name into My Rotary?

Any club officer whose name has already been entered into the roster of club officers in My Rotary  can enter the name of the Club Foundation Chair into the club’s assigned positions in My Rotary.  The assigned positions are President, Secretary, Treasurer, Executive Secretary (if there is one) the Membership Chair, and the Club Foundation Chair.  So it is likely that the President or the Club Secretary has already entered the CFC’s name.  Ask them point blank if  the name of the CFC has been entered into the assigned position in My Rotary. This is necessary even if the CFC for this year also served in the prior year.  The name of any assigned position must be entered each year.

If you are the club’s Foundation Chair logon to rotary.org. Click on My Rotary. Click on The Rotary Foundation and then on Foundation Reports.

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After Clicking on Foundation Reports scroll down the left side of the page until you see Club Giving. Click on View Reports.

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If you can access the reports then you are all set up.  If not, it is likely that the President or Club Secretary will need to enter your name into the assigned position pronto.  This handy guide ‘ how to add club officer  ‘ will make it easy as pie. Share it with your Club President or Club Secretary.

Want in-person help?  Why not give your Foundation Advocate a call.  There are nine of them who serve various geographic areas within our district.  If your Club President or Secretary needs assistance entering your name into the assigned position in My Rotary, or if that has already been done and you need assistance navigating to your club’s reports or using them, your Foundation Advocate can provide that assistance.  For your convenience click Advocates and their Clubs for a list of the Foundation Advocates and the clubs each Foundation Advocate  serves.

Next week in episode 3 pf this series, the Foundation Giving Reports and how to use them will be explored

Your comments on this article are invited.  Was the article helpful? How? How Not?

 

a little help from my friends

09 Tuesday Aug 2016

Posted by in Rotary 7600 Foundation News

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from indie place farm …

Sharing, caring, making a difference:

Bill Bills and his tropical friendsThank you to the 60+ Rotarians who attended the District Foundation Workshop on Saturday, August 6th.  Another 30+ attended the Membership Workshop.  The attendance level was amazing considering that many district Rotarians were involved in the Newport News 100th birthday celebration with luminaries such as the Rotary International President John Germ,and Congressman Bobby Scott in attendance.

What was also truly amazing was the all-in involvement and interaction by Rotarians committed to The Rotary Foundation.  It was definitely a give and take experience.  District Rotary Foundation leaders, Joy Kline, Bill Liepis, Bill Billings, SuAnne Hardee Bryant, Wendy Hosick, Wayne Boggs, and Colleen Bonadonna shared their expertise, either in person, or by supplying material to be presented by their colleagues. As the District Rotary Foundation Committee Chair (DRFC or DRFCC for short) I had my confidence in the presenters confirmed again as they presented key information and responded to questions.

Unless we hear from our colleagues in the clubs, YOU, we may be unaware of what information needs to be shared, re-shared, or, perhaps presented in a different way. For some of the attendees the information was not new, for others is may have been too much … not scaled to a given individual’s needs.

It was clear to me that we need to loop back with clubs in some way to be 2016-08-09sure that Club Foundation Chairs have access to and know how to use the Club Foundation giving reports. There were many questions about that topic during or after the presentations. There were also a number of questions about becoming a Benefactor.

So come back at us, please. How can our District Rotary Foundation Committee help with any of your  or your club’s Foundation needs. We will make presentations in your clubs, schedule comupter walk-throughs with you individually, schedule small regional trainings, respond by email … just let us know what will work for you.

You may contact any of us by email or phone.  We will respond.  Carol Woodward at 804-691-8486 or woodwardcd@aol.com serves in some ways as a connection point so feel free to contact her and she can get you help stat!

We are all volunteers, aren’t we?  We may not be perfect, but we care and we can help each other and The Rotary Foundation do good in the world.

— Chuck

 

 

 

 

What every club rotary foundation chair should do now …

14 Tuesday Jun 2016

Posted by in Rotary 7600 Foundation News

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Submission of club & member donations to TRF:

Bill Billings

Bill Billings

Bill Billings, our vigilant acronym buster from the Franklin Club and incoming Endowment Fund lead for the District Rotary Foundation Committee, may be reading this, so up front, TRF stands for The Rotary Foundation.

So, if you are the current club Rotary Foundation chair double check with your treasurer that all contributions to TRF, which rely on submission by the club treasurer have been submitted.  There is absolutely no reason to wait until June 30 to forward such sums.  If you will be the club Rotary Foundation chair next year, encourage your members to submit their own TRF donations via Rotary Direct at www.rotary.org.  This is the 21st Century and it will take a load off of the treasurer and you, for that matter.

2016-17 club rotary foundation chair in assigned position in My Rotary:

The club rotary foundation chair for 2016-17 must be listed in that assigned position in My Rotary at www.rotary.org in able to access giving reports for the club.  This applies even if the current club Rotary Foundation chair is continuing in the same position in the next rotary year. Check with your president-elect, club secretary, club executive secretary, or whoever in your club inputs that data to be sure that you have been ‘assigned’ in My Rotary as the club’s Rotary Foundation chair for the 2016-17 rotary year.

Refresh yourself on the New Year Resolutions (aka club goals):

Coordinate with your president-elect so you can get a jump start on meeting the foundation giving goals for the coming rotary year.  Boom!

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

09 Monday Nov 2015

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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.

“Shake your groove thing” … new Rotary tools

03 Monday Aug 2015

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Apologies in advance … this update will be slightly longer than promised … might want to save it for reading later when you can kick back with glass of wine or a cold one while you savor this newsy, juicy stuff.

2015 Foundation Workshop — huge, fun success

A shout out to the six Foundation Advocates who attended and to Bruce Settle, Advocates Committee Member who made the day brighter.  The Advocates there were Michael Binns (Area 3), Jan Rowley (Area 6), Carl Duffey (Area 5), Stan Wall (Area 7), Dan Jones (Area 8), and  Heather Martin (Area 17).  The Advocates , who wore colorful leis, assisted attendees to find the bathrooms, the coffee, and the breakouts.  Valuable service.  If you visit Facebook page ‘Rotary D7600 Foundation Committee’ you will see the Advocates (with their leis) peppered throughout the pics.  Michael and Jan are pictured above in the header.

Attached are the three documents prepared specifically for the Advocates , Club Foundation Chairs and other attendees.  To the Advocates and Club Foundation Chairs who attended the workshop, please replace the chart of the Area Governors and Advocates with the one attached here.

List of Advocates & their counterpart AGs:     AG and FA Table 2015-2017   AG’s and Foundation Advocates have mutual goals for working with the clubs in their areas. Reach out to your area counterpart and coordinate the important work you have to do.

Advocates Contact List:    2015-2016 Advocates Contact List  This is particularly helpful for Club Foundation Chairs.  You do not have to do your work alone.  Reach out to your Area Foundation Advocate for all things Foundation.

Communication Plan:   ADVOCATE’S & FOUNDATION CHAIR’S COMMUNICATION PLAN  This document is a road map for some of the ongoing information available about the Foundation and the District in general.  How do we learn what we need to know?…. Being familiar with the information provided on a regular basis is a great start.

What are your orders, Captain Kirk?

Short answer to that question is for all of the Foundation Advocates and Club Foundation Chairs to search each other out.

  • Say hello whether on the phone, by email, or over a cup of coffee (or whatever).
  • Be sure that the Club Foundation Chairs have been entered into Rotary Club Central by their Clubs’ other leaders as the Club Foundation Chair for the 2015 -2016 Rotary year.  It doesn’t automatically roll over if that person was the Foundation Chair last year.
  • Also be sure the Foundation Chairs have been updated in dacdb.com.  If that information is not updated no one else in the District will know who the Foundation Chair is for any given club.

A few comments on Club Report Access and Dacdb.com Access

  • Shortly, within the next week or so … Foundation Advocates will again have access to view the clubs’ foundation goals and giving reports for the clubs in theirrespective
    Joy's XL Skirt

    Joy’s XL Skirt

    areas.  Plan A is to have our RI rep do this for in one fell swoop.  Plan B, if that doesn’t work, will be to do it the RI way by having each AG delegate such access to his or her Foundation Advocate counterpart. Obviously, we are hoping for Plan A and you will be kept informed.  I know how much you all love those reports.  You may remember a monthly EXCEL spreadsheet lovingly prepared by Joy Kline.  That report is also be a great updating resource.

  • All Foundation Advocates should be a level (5) on dacdb.com.  That will allow you to look at member and club databases in dacdb.  It is the same level of access that Area Governors have.  You can tell your level when you log into dacdb.com.  When you are logged on you will see your name in the upper right hand corner followed by a number.  That is your access level.  If that is not a 5 let me know.  Foundation Advocates can find their respective Club Foundation Chairs by clicking on Clubs, typing in the name of the club in the search window provided and then scrolling down the officer list of that club to find the Club Foundation Chair.  If the club hasn’t designated that person, then you know your next step is to contact the President to learn who that person is. You may each of your clubs this way.

Finally — a great thank you to three former foundation advocates

A heartfelt thanks is extended to Wendell Barbour, Jeff Jacobs, and Charles Moncure who served many tours as Foundation Advocates for their areas.  If you have occasion to interact with them, thank them for their efforts.