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

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DJ Sun, ARRFC 2019-21 July 13, 2019 Online Tools and Resources & our Updated RCC

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Page 1: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

DJ Sun, ARRFC 2019-21July 13, 2019

Online Tools and Resources

& our Updated RCC

Page 2: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR
Page 3: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Annual Report

Login to My Rotary.

1. Learning & Reference

- Financials

- Click Annual Reports

OR

Search on Google for:

“20XX-XX Rotary Annual Report”

Page 4: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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The Rotary Foundation Funding

Page 5: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR
Page 6: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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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

Page 7: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Utilizing Online Tools & Resources

Page 8: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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ASSESSwhere your District & Clubs contributions stands.

Page 9: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Reports

Login to My Rotary.

1. Manage

- Club & District Administration

- Reports

2. Contributions & Recognition

- District Giving

- View Reports

3. Select District

4. Select Reports

Page 10: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Annual Fund District Report

Page 11: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Polio Plus Report

Page 12: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Endowment Fund Report

Page 13: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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SET AN ACHIEVABLE GOAL

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

Page 14: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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UTILIZE the Online Tools and Resources

to achieve goals.

Page 15: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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ENCOURAGE Clubs to input their goals in the

Rotary Club Central.

Page 16: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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RCC: Entering Club Foundation Giving Goals

Page 17: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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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).

Page 18: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Rotary Foundation Giving Goal

3. Select Rotary Foundation Giving (top tab).

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

Page 19: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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RCC: Viewing Club Service Projects

Page 20: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Club Service Projects

Login to My Rotary.

1. Manage

- Club & District Administration

- Rotary Club Central

2. Click on Goal Center (left tab).

Page 21: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Club Service Projects

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

Page 22: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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TRACK and MONITORyour District’s progress.

Page 23: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Club Recognition Summary Report

Page 24: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Club Foundation Banner Report

Page 25: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Monthly Contribution Report

Page 26: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Sample Foundation Banner Recognition Status Report

Page 27: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Images and Video

Page 28: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Utilize Images & Video

Login to My Rotary.

1. Manage

- Brand Center

- Materials

2. Scroll down to

Images & Video.

Page 29: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Forms

Page 30: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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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

Page 31: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Individual Contribution Form

Login to My Rotary.

1. Manage

- Club & District Administration

- Club Administration

2. Club Giving

- Printable Forms

3. Individual Contribution Form

Page 32: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Multiple Donor Form

Login to My Rotary.

1. Manage

- Club & District Administration

- Club Administration

2. Club Giving

- Printable Forms

3. Multiple Donor Form

Page 33: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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TRF Resource Guide

Page 34: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 35: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 36: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 37: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 38: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 39: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 40: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 41: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 42: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Page 43: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Remember:

It is important to

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

Page 44: Online Tools and Resources & our Updated RCC · 2019-07-31 · 6 2017-18 Annual Report PolioPlus Fund $143.6M Annual Fund $131.4M Endowment Fund $28.5M Other ... TRACK and MONITOR

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Your effort and commitment

in supporting the Rotary Foundation

will change many lives.