TRF Technology 16 September By: Peter Anderson, District 7610 Annual Giving Chair

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1 TRF Technology 16 September 2017 By: Peter Anderson, District 7610 Annual Giving Chair

2 Tools District Web Site o District Foundation Newsletter o Annual Giving o Club & Individual recognition o PMail Rotary International o Automated Donor Forms o My Rotary o Rotary Club Central o Club Reports o District Reports o Rotary Direct

3 District Web Site Click on Rotary Foundation link

4 District Web Site Use the links on this page to find information on TRF

5 District Web Site Click on District Club Database link

6 Clubs PMail

8 Note: Currently the site is missing the District Foundation Team group.

9 MY ROTARY - DEMONSTRATION Click on My Rotary link

10 MY ROTARY - DEMONSTRATION Click on Sign In/Register link

11 MY ROTARY - DEMONSTRATION Fill in and Password and click on Sign In or click on Create Account

12 ROTARY CLUB CENTRAL - DEMONSTRATION Click on View Goals

13 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION On the My Rotary page select GO TO PROFILE

14 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION Select Individual Contribution Forms

15 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION Select Generate Pre-Populated Form

16 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION

17 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION Select Generate Pre-Populated Form

18 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION Select Club Members Desired

19 Pre-Populated Donation Forms ROTARY DIRECT - DEMONSTRATION

20 ROTARY CLUB CENTRAL - DEMONSTRATION Select Goal Center

21 ROTARY CLUB CENTRAL - DEMONSTRATION For Reports make sure Foundation Giving and Reports are highlighted

22 ROTARY CLUB CENTRAL - DEMONSTRATION Club President and President Elect can input and edit their goals Club members can view 3 years Club members can track club goals

23 ROTARY CLUB CENTRAL - DEMONSTRATION Personal donor history report will only be accessible by you. Scroll Over The Rotary Foundation to find Foundation Reports

24 ROTARY CLUB CENTRAL - DEMONSTRATION Select View Report

25 ROTARY CLUB CENTRAL - DEMONSTRATION Select Donor History Report

26 ROTARY CLUB CENTRAL - DEMONSTRATION Your personal donor history report show total giving by fund and level of giving, i.e EREY, SM, PHF, MD.

27 ROTARY CLUB CENTRAL - DEMONSTRATION Two views of the personal donor report, an over view and by transaction.

28 ROTARY CLUB CENTRAL - DEMONSTRATION For points shows number of points and if they came in or went out and who from or to. Transaction view shows contribution date, what fund and amount

29 ROTARY CLUB CENTRAL - DEMONSTRATION Areas of interest Scroll over All Clubs, Select My Club

30 ROTARY CLUB CENTRAL - DEMONSTRATION Goal Center highlights Trends and Goals.

31 ROTARY CLUB CENTRAL - DEMONSTRATION Goal Center highlights Trends and Goals.

32 ROTARY CLUB CENTRAL - DEMONSTRATION Annual Funds Trend chart will depict club s RY goal, % achieved; and per capita and total amount donated to date.

33 ROTARY CLUB CENTRAL - DEMONSTRATION The Resources Tab provides reference documents for use.

34 ROTARY CLUB CENTRAL - DEMONSTRATION Reports available to select Club and District staff members. Key Reports include: MCR CRS CFBR Club President, Secretary and Foundation Chair can access the Club Recognition Summary by clicking on Club Recognition Summary in the Foundation Giving Reports window The Monthly Contribution Report can only be accessed by District

35 Monthly Contribution Report Set Up ROTARY CLUB CENTRAL - DEMONSTRATION Select Rotary Year

36 Monthly Contribution Report Set Up ROTARY CLUB CENTRAL - DEMONSTRATION Select Month When finished select OK

37 ROTARY CLUB CENTRAL DISTRICT MONTHLY SUMMARY The Monthly Contribution Report is where the District obtains data on the clubs giving status.

38 ROTARY CLUB CENTRAL - DEMONSTRATION Select Club (Club member version will default to their club Only accessed by select Club and District staff

ROTARY CLUB CENTRAL CLUB RECOGNITION REPORT Can be used to determine how close to next level of recognition Has the member contributed during the current RY The Club Recognition Summary key data are

39 ROTARY CLUB CENTRAL CLUB RECOGNITION REPORT Can be used to determine how close to next level of recognition Has the member contributed during the current RY The Club Recognition Summary key data are member s name, Recognition amount (dollars given and points received, Current PHF level, Recognition points available, month and year of last contribution, Benefactor or not and Rotary Direct or not.

40 Club Foundation Banner Report Set Up ROTARY CLUB CENTRAL CLUB RECOGNITION REPORT When finished select OK Select Rotary Year

41 ROTARY CLUB CENTRAL CLUB RECOGNITION REPORT Can be used to determine how close to next level of recognition Has the member contributed during the current RY The Club Recognition Summary key data are member s name, Recognition amount (dollars given and points received, Current PHF level, Recognition points available, month and year of last contribution, Benefactor or not and Rotary Direct or not.

42 ROTARY CLUB CENTRAL - DEMONSTRATION Select Club (Club member version will default to their club Only accessed by select Club and District staff

43 ROTARY CLUB CENTRAL - DEMONSTRATION Shows when members donated amounts to achieve various statuses

44 MY ROTARY - DEMONSTRATION To use Rotary Direct to make a donation click on Give

45 ROTARY DIRECT - DEMONSTRATION To use Rotary Direct to make a donation click on Give

46 ROTARY DIRECT - DEMONSTRATION Select which fund and sub fund. In this case the fund is Annual Fund and the sub-fund is Annual Fund-Share

47 ROTARY DIRECT - DEMONSTRATION Once Fund and sub-fund are selected click on continue

48 ROTARY DIRECT - DEMONSTRATION Select frequency of donating and amount, then click on Continue

49 ROTARY DIRECT - DEMONSTRATION Select payment type, billing information will autopopulate and click on Continue

50 ROTARY DIRECT - DEMONSTRATION Review summary and click on Continue

51 ROTARY DIRECT - DEMONSTRATION Fill in credit card information and click on Continue The next page will ask you to review and then click on Submit to make donation.

52 QUESTIONS?

HOW TO ACCESS ROTARY CLUB CENTRAL

HOW TO ACCESS ROTARY CLUB CENTRAL Go to My Rotary and select Sign in/register. Or go to www.rotary.org/clubcentral. You will be prompted to sign in/register if you haven t done so already. 1 2016 2 Select