online tools and resources & our updated rcc · 2019-07-31 · 6 2017-18 annual report...

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DJ Sun, ARRFC 2019-21July 13, 2019

Online Tools and Resources

& our Updated RCC

3

Annual Report

Login to My Rotary.

1. Learning & Reference

- Financials

- Click Annual Reports

OR

Search on Google for:

“20XX-XX Rotary Annual Report”

4

The Rotary Foundation Funding

6

2017-18 Annual Report

PolioPlus Fund

$143.6M

Annual Fund

$131.4M

Endowment Fund

$28.5M

Other

37.6M

Expectancies to the Endowment Fund

59.5M

Polio Transfers

14.1M

7

Utilizing Online Tools & Resources

8

ASSESSwhere your District & Clubs contributions stands.

9

Reports

Login to My Rotary.

1. Manage

- Club & District Administration

- Reports

2. Contributions & Recognition

- District Giving

- View Reports

3. Select District

4. Select Reports

10

Sample Annual Fund District Report

11

Sample Polio Plus Report

12

Sample Endowment Fund Report

13

SET AN ACHIEVABLE GOAL

for your District and COMMUNICATE with Club Presidents and Foundation Chair.

14

UTILIZE the Online Tools and Resources

to achieve goals.

15

ENCOURAGE Clubs to input their goals in the

Rotary Club Central.

16

RCC: Entering Club Foundation Giving Goals

17

Rotary Foundation Giving Goal

Login to My Rotary (for Club Foundation Chairs).

1. Manage

- Club & District Administration

- Rotary Club Central

2. Click on Goal Center (left tab).

18

Rotary Foundation Giving Goal

3. Select Rotary Foundation Giving (top tab).

4. Follow remaining instruction to enter club’s Foundation giving goals.

19

RCC: Viewing Club Service Projects

20

Club Service Projects

Login to My Rotary.

1. Manage

- Club & District Administration

- Rotary Club Central

2. Click on Goal Center (left tab).

21

Club Service Projects

3. Select Service (top tab) to view club projects.

22

TRACK and MONITORyour District’s progress.

23

Sample Club Recognition Summary Report

24

Sample Club Foundation Banner Report

25

Sample Monthly Contribution Report

26

Sample Foundation Banner Recognition Status Report

27

Images and Video

28

Utilize Images & Video

Login to My Rotary.

1. Manage

- Brand Center

- Materials

2. Scroll down to

Images & Video.

29

Forms

30

Rotary Direct Form

Login to My Rotary.

1. Take Action

- Give

- Ways to Give

2. Recurring giving (Rotary Direct)

- Click:

Rotary Direct enrollment form link

31

Individual Contribution Form

Login to My Rotary.

1. Manage

- Club & District Administration

- Club Administration

2. Club Giving

- Printable Forms

3. Individual Contribution Form

32

Multiple Donor Form

Login to My Rotary.

1. Manage

- Club & District Administration

- Club Administration

2. Club Giving

- Printable Forms

3. Multiple Donor Form

33

TRF Resource Guide

34

35

36

37

38

39

40

41

42

43

Remember:

It is important to

Track, Monitor, and Follow-upeach clubs’ progress.

44

Your effort and commitment

in supporting the Rotary Foundation

will change many lives.

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