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Rotary Club Fundraising Analysis Assistance

Learn how to set membership and foundation goals for your Rotary club using My Rotary online tools. Access DACdb for district and club database info. Get connected on My Rotary's platform for global networking and project collaboration.

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Rotary Club Fundraising Analysis Assistance

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  1. Setting Goals for Rotary Don’t know where you’re going? Then how do you know you’ve arrived?

  2. Your Club Fundraising Analysis

  3. Step 1 – Log Into “My Rotary” Click on “My Rotary” on the main page of www.rotary.org Click “Sign In” on the My Rotary Page – then sign in.

  4. Step 2 – Finding Rotary Club Central Scroll about halfway down the “My Rotary Page” and click on “Rotary Club Central” under the “Online Tools” menu

  5. Step 3a – Setting a Membership Goal “Goal Center” on the main page of Rotary Club Central. Select the 2018-2019 Rotary year and click “Edit.”

  6. Step 3b – Setting a Membership Goal Type your membership goal under the column labeled “Goal Total.” Click the “Save” button. You’re off to the races!

  7. Step 4a – Setting Foundation Goals You can move from Membership Goals to Foundation Goals by clicking the “Foundation Giving” tab from the Membership screen.

  8. Step 4b – Setting TRF Goals The next screen allows you to set three different Foundation goals – Annual Fund, PolioPlus, and Major Gifts/Endowment by clicking the “Edit” button.

  9. Step 4c – Setting Annual Fund Goals Simply enter type your goal into the “Goal Total” box and click “Save.”

  10. Step 4d – Setting Polio Fund Goals Simply enter type your goal into the “Goal Total” box and click “Save.”

  11. Step 4e – Setting Other Foundation Goals “Major Gift,” “Bequest Society,” and “Benefactor” goals can be entered in their respective boxes. Click save when done!

  12. CONGRATS! You have just set Foundation and Membership Goals! Now go party with your friends!

  13. BUT WAIT, THERE’S MORE! There are plenty more Rotary resources online . . .

  14. DACdb – The District and Club Database • Accessed online at http://www.dacdb.com • Find contact info for any Rotarian in our District • Register for District events • Password is typically your Rotary Member Number

  15. My Rotary – Think of it as Rotary’s Facebook • Sign in at http://www.rotary.org • Build a profile so Rotarians worldwide can find you • Join international discussion groups • Review and submit service project ideas on Rotary Showcase

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