Transcript 2014 Foundation & Membeship forum

2014 FOUNDATION &
MEMBERSHIP FORUM
ClubCentral and ClubRunner
for Foundation Chairs
Presented by David Gardner & Bob Gravino
“
IT IS BETTER TO GIVE
THAN TO RECEIVE
IN ROTARY, GIVING TO THE FOUNDATION ENABLES
CLUBS TO RECEIVE AND PROVIDE SERVICE ABOVE SELF!
How can ClubCental help you as a Foundation
Chair to be more effective in managing your
club’s giving to ensure that funds come back to
District 7930 and ultimately to your club?
”
In order to access the many
reports for the Foundation, you
will need to log in to RI.
Click on My Rotary and
proceed to sign in using your
email and password.
If you do not know your
login information, click on
Forgot Password
WHERE DO I GO FROM HERE?
Click on The Rotary Foundation to access information about:
District Grants, Global Grants, Packaged Grants and Grant Application Fund.
You can also learn the many ways to give and receive recognition.
But most importantly for today, is to access the many reports available to help you
determine both your members’ giving and to provide opportunities to enhance that
through effective communications with your club leadership and ultimately with your
entire membership.
On the District Grants hyperlink you will find everything
you need to know about District Grants including:
• WHAT THEY SUPPORT
• HOW TO USE THEM
• HOW THEY’RE FUNDED
• HOW CLUBS REQUEST FUNDS
• RESOURCES AND REFERENCE
• TOOLS
Becoming familiar with all of the reference
material and learning to utilize the tools will
provide the content and the messaging that
will help your club develop projects that
can be funded by The Rotary Foundation.
Similar information is available under
the Global Grants, Packaged Grants
and the Grant Application Tool links.
WHERE DO I FIND THE FOUNDATION REPORTS?
Click on FOUNDATION REPORTS to access all of the reports available to you:
Paul Harris Society Report
Polio Plus Report
Major Donor, Arch C. Klumph Society and Bequest Society Report
Monthly contribution report
Every Rotarian Every Year (EREY)
Donor History Report
The Rotary Foundation
Foundation Reports
Foundation Giving Reports
To review the status of your
club’s foundation giving click on
Club Recognition Summary.
This will provide a complete
listing of contributions for any
Rotarian associated with your
club, past or present.
This report shows all
giving by members
within your club.
It details the current
total recognition
amount, their Paul
Harris status, the
date they became
a Paul Harris Fellow
and their total
Foundation
Recognition points
available.
When you review this
data consider looking
at how close a member
is to receiving their first
Paul Harris Award, or to
earning a multiple PHF.
Encourage those
members who are
within $100-200 to
consider making an
increased gift this year.
In the situation where a
member has 1,000
points or more
available, remind them
that they have an
opportunity to honor
another member, friend
or family member with
a Paul Harris Award.
“
COMMUNICATE
EFFECTIVELY,
ACHIEVE RESULTS
”
ENGAGE YOUR READER, SHARE INFORMATION
PASSIONATELY AND MASTER THE METHODS.
How can ClubRunner help you as a Foundation Chair be
more effective in communicating information about the
Foundation and increase giving to the Foundation?
In order to use the tools in ClubRunner
you will need to log in to your club
website.
Click on Member Area and proceed to
sign in using your email and password.
If you do not know your
login information, click on
New and existing users, …
WHERE DO I GO FROM HERE?
From the Admin Screen in My ClubRunner you can:
Update your Profile and ask the club to do so as well
•
Contact information
•
Personal photo
Change your login or password
Add your personal email signature
Update your designations:
•
Current and past offices - Club & District
•
Paul Harris & other Foundation designations
Add friends to email lists
Write stories for the website or eBulletin
Post Content to Custom Pages
EDITING MY PROFILE
Confirm your information or edit by clicking on edit.
Minimum information should contain primary mailing
address, email, preferred phone and key dates.
EDITING THE ROTARY TAB
To change your login or password, click
on the Settings tab and click Edit. You
can also add your email signature here.
Confirm your information or edit by
clicking on edit. Here you can add your
classification, sponsor and key Rotary
dates as well as your designations and
positions held in the club and the district.
HOW TO SEND EMAILS
Click on Compose new message.
ADDING YOUR MESSAGE
When editing your message, start in word, or
preferably a basic text editor like notepad.
Do not apply any attributes to the text in
terms of color or style. Once you have your
message finalized, copy and paste that text
into the email editor in ClubRunner. Then add
any formatting that you would like to use.
Do not start with
Step 1. First enter
your subject, then
your message. If
you created your
signature, it will
appear in the
bottom of the text.
The variable text, like first name,
nick name and last name, among
others is really powerful but
requires very close attention to
ensure that it works the way you
intended it to work.
Use:
Dear $Nick_Name$
It will use the nickname
if available or first name
if not.
ADDING ATTACHMENTS AND SENDING A TEST
Add attachments here.
Browse your computer
and select files you
would like to add.
Click on Send to Myself,
check your inbox, open and
review the message. Edit as
necessary. Repeat until
perfect.
EMAIL OPTIONS AND SCHEDULING THE EMAIL
Recommend sending the list of
recipients as an attachment
and always copy yourself.
You can send now or at any
time in the future. Click on
schedule and choose the
date and time you want the
email to be sent.
ADDING CONTENT, RECIPIENTS AND ATTACHMENTS
Now choose who
you want to send
this email.
Click send when the message is perfect!