1. District 7610 Foundation Seminar, September 12, 2015
TRF Technology – 17 Sep 2016
By: Peter Anderson,
District 7610
Annual Giving Chair

2. District 7610 Foundation Seminar, September 12, 2015
Tools
District Web Site
District Foundation Newsletter
Annual Giving
Club & Individual recognition
Rotary International
My Rotary
Rotary Club Central
Club Reports
District Reports
Rotary Direct

3. District 7610 Foundation Seminar, September 12, 2015
District Web Site
Click on Rotary Foundation link

4. District 7610 Foundation Seminar, September 12, 2015
District Web Site
Use the links on this page to find information on TRF

5. MY ROTARY - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
MY ROTARY - DEMONSTRATION
Click on “My Rotary” link

6. MY ROTARY - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
MY ROTARY - DEMONSTRATION
Click on “My Rotary” link

7. MY ROTARY - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
MY ROTARY - DEMONSTRATION
Click on Sign In/Register link

8. MY ROTARY - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
MY ROTARY - DEMONSTRATION
Fill in and Password and click on “Sign In” or click on “Create Account”

9. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Click on View Goals

10. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
For Reports make sure “Foundation Giving and Reports are highlighted

11. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Your personal donor history report will only be accessible by you.

12. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Your personal donor history report show total giving by fund and level of giving, i.e EREY, SM, PHF, MD.

13. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Two views of the personal donor report, an over view and by transaction.

14. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
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

15. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
For club overview highlight “Club View”, Foundation Giving and Club name (If on District staff).

16. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Trends chart will depict club giving over the past 5 years

17. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Chart shows information for current and previous 4 RYs
Annual Funds Trend chart will depict club’s RY goal, % achieved; and per capita and total amount donated to date.

18. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Annual Fund chart shows total given in previous RY, goal for current RY and year to date donations. Goals can be set or modified by the Immediate Past President, Current President or President Elect for their RY by highlighting their year and clicking on the “Edit” button.

19. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Goals are shown for previous RY, goal for current RY and next RY. Goals can be set or modified by the Immediate Past President, Current President or President Elect for their RY by clicking on the “Edit” button.

20. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
Club President, Secretary and Foundation Chair can access the Club Recognition Summary by clicking on “Club Recognition Summary” in the Foundation Giving Reports window

21. ROTARY CLUB CENTRAL – CLUB RECOGNITION REPORT
District 7610 Foundation Seminar, September 12, 2015
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.

22. ROTARY CLUB CENTRAL - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL - DEMONSTRATION
The Monthly Contribution Report can only be accessed by District

23. ROTARY CLUB CENTRAL – DISTRICT MONTHLY SUMMARY
District 7610 Foundation Seminar, September 12, 2015
ROTARY CLUB CENTRAL – DISTRICT MONTHLY SUMMARY
The Monthly Contribution Report is where the District obtains data on the clubs’ giving status.

24. MY ROTARY - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
MY ROTARY - DEMONSTRATION
To use Rotary Direct to make a donation click on “Give”

25. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY DIRECT - DEMONSTRATION
To use Rotary Direct to make a donation click on “Give”

26. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
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”

27. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY DIRECT - DEMONSTRATION
Once Fund and sub-fund are selected click on “continue”

28. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY DIRECT - DEMONSTRATION
Select frequency of donating and amount, then click on “Continue”

29. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY DIRECT - DEMONSTRATION
Select payment type, billing information will autopopulate and click on “Continue””

30. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
ROTARY DIRECT - DEMONSTRATION
Review summary and click on “Continue””

31. ROTARY DIRECT - DEMONSTRATION
District 7610 Foundation Seminar, September 12, 2015
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.

32. District 7610 Foundation Seminar, September 12, 2015
QUESTIONS?