Fund Development Forms and Reports

1. Fund DevelopmentForms and Reports

2. Learning Objectives • This presentation will help you become familiar with various Fund Development forms and reports and learn to use them to help you with your fundraising efforts. • Additional other online Foundation resources to help you with your Foundation efforts are highlighted in this presentation. • Throughout this presentation, you will have the option to immediately download various forms and materials at the www.rotary.org Web site. To return, click the Back button in your Web navigation toolbar.

3. Reading and using CRS and MCR reports Ordering Foundation materials online Menu Learn how to complete the Universal Donor Form, Multiple Donor Form and the Recognition and Transfer Request Form. Donor and Recognition Forms Learn about the Club Recognition Summary (CRS) and Monthly Contribution Report (MCR). Learn how to order Foundation materials and publications online. To return to this menu at any time, click here.

4. Form 123 Click for more Form 094 Click for more Form 102 Click for more Donor and Recognition Forms • The TRF Global Contribution Form (123) is the most commonly used form to submit single contributions or recognition requests. (Click here to download) • The Multiple Donor Form (094) is best used when one large check is submitted to cover several smaller, individual contributions. (Click here to download) • The Recognition and Transfer Request Form (102) is best used when only recognition points are transferred and no cash contribution is involved. (Click here to download).

5. Completing Form 123 Insert your information here

6. Completing Form 123 Provide information about the contribution here. Leave blank if you are using this form just to transfer recognition points.

7. Completing Form 123 Insert the total amount of the cash contribution.

8. Completing Form 123 Specify how the funds are being submitted (check, credit card, etc.)

9. Completing Form 123 Specify how the funds are to be applied: Annual Programs Fund, PolioPlus, etc. (check only one option).

10. Completing Form 123 Insert the information of the person making the gift. If it’s an individual, provide the name and information of that person. If it’s a club, the donor ID is the club number. For a district it’s the district number.

11. Completing Form 123 Specify if you wish to have another individual receive the recognition points that result from this gift, please complete this section. Note: this only applies if the contribution made earns the appropriate amount of points at this time.

12. Completing Form 123 Complete the personal information of the person receiving the recognition credit for this contribution.

13. Completing Form 123 If the transfer of recognition points is enough to make the recipient a PHF or multiple PHF, please complete this field to process the recognition items.

14. Completing Form 123 Complete this section if the contribution is being matched with recognition points. This field specifies who contributes how many points to the person identified in section II of this form.

15. Form 123 Click for more Form 094 Click for more Form 102 Click for more End of Section Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

16. Completing Form 094 Insert the information of the Rotary Club that’s sending the contribution for multiple members.

17. Completing Form 094 Specify the method of the contribution (check, credit card, etc.)

18. Completing Form 094 For credit card contributions, please provide the credit card detail here.

19. Completing Form 094 Specify the designation of the contribution (Annual Programs Fund, PolioPlus, etc.)

20. Completing Form 094 Provide detailed information how the total contribution is to be distributed the the individual club members. Please include their member ID numbers.

21. Completing Form 094 Add the total contribution amount here. When sending a check, this amount must match the total on the check.

22. Form 123 Click for more Form 094 Click for more Form 102 Click for more End of Section Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

23. Completing Form 102 Provide the information of the person completing this form.

24. Completing Form 102 This section authorizes the transfer of the desired number of recognition points. Points can only be awarded to an individual and cannot be moved to the club or district account.

25. Completing Form 102 Specify the amount of recognition points to be transferred.

26. Completing Form 102 Members sign on line “A” to transfer their own recognition points. Add the member ID number of signer on the line below.

27. Completing Form 102 When transferring recognition points from the club account, the club president signs on line “B”.

28. Completing Form 102 When transferring recognition points from the district account, the District Governor signs on line “C”.

29. Completing Form 102 If the transfer of points results in a PHF or multiple PHF, please specify the award and the name of the awardee.

30. Form 123 Click for more Form 094 Click for more Form 102 Click for more End of Section Learn more about the Global Contribution Form Learn more about the Multiple Donor Form Learn more about the Recognition and Transfer Request Form

31. Click for more Click for more The MCR and CRS Reports • The MCR (Monthly Contribution Report) summarizes the Annual, Restricted and Permanent Fund contributions by club in the district. • The CRS (Club Recognition Summary) lists the activity for each individual associated with the Rotary Club. • The DG, DGE, DRFC and Annual Giving Subcommittee Chair as well as Club Presidents and Secretaries can view these reports via Member Access.

32. Monthly Contribution Report Club Name and Number

33. Monthly Contribution Report Membership Count (used to determine per capita amount)

34. Monthly Contribution Report Club Goal (submitted via Club Goal Form 906)

35. Monthly Contribution Report Goal percentage achieved (calculated based on club goal amount submitted)

36. Monthly Contribution Report Per capita amount (calculated based on Annual Giving total for the period and the total number of members listed)

37. Monthly Contribution Report Annual Programs Fund contributions during the most recent month

38. Monthly Contribution Report Annual Programs Fund contributions since July 1 of the current Rotary Year (see dates at the top)

39. Monthly Contribution Report Restricted contributions during the most recent month (may include PolioPlus, Matching Grants and others)

40. Monthly Contribution Report Restricted contributions since July 1 of the current Rotary Year

41. Monthly Contribution Report Permanent Fund contributions during the most recent month

42. Monthly Contribution Report Permanent Fund contributions since July of the current Rotary Year

43. Monthly Contribution Report Total contributions since July 1 of the current Rotary Year (combining Annual, Restricted and Permanent Fund totals)

44. Monthly Contribution Report Indicates top 3 per capita clubs (the top 3 at the end of the Rotary Year are eligible for banner recognition).

45. Using the MCR Identify non-contributing clubs.

46. Using the MCR Identify clubs that meet or exceed their goal and recognize their accomplishment.

47. Using the MCR Work with clubs that are short of their goal at the start of the fourth quarter. Promote participation and deadlines.

48. Using the MCR Recognize clubs at or above $100 per capita. Promote 100% EREY and 100% Sustaining Member club banners.

49. Using the MCR Encourage clubs below $100 per capita to achieve their club goal and/or aim for $100 per capita.

50. Click for more Click for more End of Section Learn more about the Monthly Contribution Report (MCR) Learn more about the Club Recognition Summary (CRS)