2021-2022 Rotary Citation (pdf)
Link to an overview of the Rotary Citation for 2021-2022
2021-22 Governor’s Excellence Award form (xlsx)
This is a fillable form that will add your points.
2021-21 Club Presidents Monthly Checklist (pdf)
The club president’s checklist is a monthly calendar for presidents and presidents-elect.
Adding New Members to My Rotary and DACdb (pdf)
Step by step instructions on how to add a new member to Rotary International/My Rotary and the District and Club database
Club Secretary IT hand off checklist (pdf)
Things club secretaries need to do to transition to new Rotary year
District Governor’s Official Visit Information – 2021 (pdf)
Check to see when the District Governor is visiting your Club. Also includes information about the visit.
Rotary Club Health Check (pdf)
Rotary International guide to assessing your club's vitality, vibrancy, relevance and attractiveness to both new and existing members. If you're having trouble either attracting new members or keeping members, this is a recommended process
Zones 33-34 Membership Library (link)
Link to some of the best membership-related resources in Rotary. Tried and proven strategies and recipes for attracting and retaining members.
Benefactor Form for The Rotary Foundation (pdf)
A Benefactor of The Rotary Foundation is anyone who informs the Foundation in writing that he or she has made provisions in his or her will, or other estate plan, naming the Foundation’s Permanent Fund as a beneficiary; or anyone who makes an outright gift of US$1,000 or more to The Rotary Foundation Permanent Fund. This is a paper form that can be used to inform the Foundation.
District Grant Report Information and Form (doc)
Required final report for District grants. Must be filed no later than March 31 following receipt of the grant
IMPORTANT: Reports must be submitted using the form linked below. Download the form in MS Word, and TYPE the report (no handwritten reports). Retain a copy of the entire report for your records. Further instructions on the form.
District Grants Worksheet (doc)
Worksheet for gathering information before submitting your district grant request.
IMPORTANT: This is not the online Grant Application Form and will not be accepted as a grant application.
Membership Event Grant Reimbursement Request (following your event) (link)
Link to membership event grant reimbursement request. To be submitted after your event is over.
Memorial or Tribute Gift to The Rotary Foundation (pdf)
Form that can be used to make a TRF Contribution in honor or memory of another individual
Rotary Youth Exchange Overview (link)
Overview, brochures and applications for Rotary Youth Exchange
The Rotary Foundation Bequest Society Form (link)
(My Rotary login required) Those who commit to gifts of US$10,000 or more in their estate plan receive membership in the Bequest Society. This is a paper form that can be used to inform The Rotary Foundation of your intention.
18-Year Membership Document (pdf)
Membership Graph for all clubs - July 1, 2004 through July 1, 2021
2021 PETS Binder (2021-22) (pdf)
Includes information presented at PETS March 18-20, 2021
2021 PETS PE Curriculum Materials (pdf)
Presidents-Elect materials for 2021 PETS
2021 Pre-PETS Binder Pages (pdf)
Handout material for 2021 Pre-PETS, to be printed by participants for note-taking.
5 Things I Wish All Rotarians Knew (and Believed) About Membership (pdf)
5 essential truths about attracting, engaging and retaining members. The keys to a consistently growing Rotary club.
7 Habits of Effective Rotarians (pdf)
Vibrant clubs are driven by effective people. Look at the 7 habits they share.
Application Procedures for 2021-22 District Grants (pdf)
Application process for District Grants + Grant Eligibility by Club
Club Charter Information (doc)
List of clubs with their club number, charter dates and area number
Club President Personal Ask – An Intentional Membership Strategy (doc)
This is an effective intentional membership strategy for clubs under 25 members, where it's a practical amount of time investment by the President. Or for a larger club carried out over several weeks.
Clubs’ Eligibility for 2021-2022 District Grants (pdf)
Shows the maximum dollar amount each club is eligible for 2021-2022 District Grants
Corporate or Family Membership Types (link)
Library of Example documents and Bylaws for establishing Corporate or Family Memberships
D-7750 Training Assembly 2018 (link)
All presentations and handouts from 2018 Training Assemblies -- Secretary Training, Treasurer Training, Advanced DACdb, Public Image/PR. Look for a folder for each area.
D-7750 Web Roadmap (pdf)
Graphic overview of relationships between major online sources of Rotary information. www.Rotary7750.org links to www.Rotary.org, My Rotary, Rotary Club Central and the District and Club Database DACdb).
DISTRICT GRANTS 2021-2022 (pdf)
Approved District Grants for 2021-22, listed by club
District 7750 Grant Priorities (pdf)
The priorities the District Grants Committee keeps in mind when deciding which grants to fund. Please make sure you understand what kinds of projects WILL and WON'T be funded before applying for a grant.
District 7750 The Rotary Foundation Summary – Rainbow Report (pdf)
Most Current TRF numbers
District Grants and The Rotary Foundation (ppt)
The Rotary Foundation and promoting The Rotary Foundation
Early Act First Knight (EAFK) (link)
Sponsored by Rotary, EAFK motivates and teaches elementary and middle-school-aged students to become civil and service-oriented.
How To Become A Paul Harris Fellow (docx)
The Rotary Club of Emerald City gives point for service. Here are some ideas you might use.
How to Propose a New Member (pdf)
RI information about how to introduce Rotary to a prospective member.
Hybrid (Live & Virtual) Rotary Meetings Technical Considerations (link)
It may be some time until all Rotarians are comfortable with attending "in-person" Rotary meetings like we have always had. In the meantime, clubs are considering "hybrid" meetings where some members meet in person and others join virtually via real-time conferencing apps such as Zoom or GoToMeeting. This guide will save you countless hours of research and trial-and-error. Please invest the time to read through it and you'll be halfway to getting your Hybrid Meetings strategy launched.
Hybrid Meetings How-to Guide and Video (link)
Step-by-step, illustrated guide and video for successful, engaging hybrid meetings. There's a lot more to this than setting up a laptop on a table near the podium. You're actually producing 2 meetings in parallel, which takes some planning, preparation, practice and people to execute.
Suggestion: Print the Hybrid Meetings Guide, and take notes on that while you watch the Video.
Interact Handbook (pdf)
A guide for clubs & sponsors -- How to start, lead and strengthen an Interract club
Internal Revenue Service Tax Filing Requirements for Rotary Clubs (pdf)
Information on required tax filing of IRS form 990 by November 15
Membership Goal-Setting Worksheet 2021-22 (pdf)
OPEN this file, scroll down to your club's page and print ONLY that one page for data needed for your Club Planning Guide
Membership Resource Library for Rotary Zones 33-34 (link)
A large library of membership-related collateral and resources
Pre-PETS 2021 Library (link)
Complete library for 2021 Pre-PETS -- including all handout material, club-specific data, Planning Guide and VIdeos, time-stamped by section. All items are downloadable.
RI Club Treasurer Manual (link)
(My Rotary login required) Roles and Responsibilities of Club Treasuers
Recipe for Successful Rotary Membership Event (pdf)
A successful Rotary Membership Event (Rotary Information Hour, Discover Rotary, etc.) starts with the right framework. This is a "business seminar", rather than a Rotary meeting, social hour, networking event, etc. Think about how you'd organize a new product introduction event for your company's prospects or customers.
Recommended Rotary Club Bylaws (link)
(My Rotary login required) RI's recommendation for club bylaws. May be customized.
Resolving Member Compare Discrepancies in DACdb and My Rotary (pdf)
The Member Compare feature in DACdb will identify mismatches between member data in Rotary International's database (My Rotary - Club Administration) and DACdb, the District and Club Database. This guide helps you identify what's mismatched and how to resolve each possible case.
Rotaract Handbook (pdf)
A guide for clubs & sponsors -- How to start, lead and strengthen a Rotaract club
Rotary Basics (pdf)
Basic Rotary International information.
Rotary Code of Policies (link)
April 2020 Rotary Code of Policies Containing Board Decisions Through January 2020
Rotary International Manual of Procedure (link)
Rotary International Manual of Procedure (My Rotary login required)
Rotary License Plates (doc)
The Palmetto Rotary License Plate Program makes available South Carolina vehicle license plates to qualified Rotarians. These license plates identify the owner as a Rotarian. This is a person who is proud to be a Rotarian and willing to show it to the world.
Rotary Youth Exchange Long Term Brochure (pdf)
Brochure on Long Term (1 yr.) Youth Exchange Programs
Rotary Youth Exchange Short Term Brochure (pdf)
Brochure on Youth Exchange short term (<1 yr.) programs
Satellite Club Examples (link)
A library of organizational material for Satellite Clubs
Secretary Training Handout (doc)
Club Secretary duties and "how to" handout
Setting up Badge Barcoding in DACdb (pdf)
Check-in at meetings is quick and easy when everyone's badge has a barcode on the back. Just scan the barcode into the DACdb Attendance or Engagement module and attendees are automatically found and marked present.
Step Right Up – In Rotary’s Membership Game, Everyone’s a Winner (pdf)
Article from Tom Gump, a former president of the Rotary Club of Edina/Morningside, which makes
boosting membership a priority.
The Rotary Foundation – Terms and Conditions for District and Global Grants (pdf)
Detailed information about what The Rotary Foundation will help fund
The Rotary Foundation’s Share Funding Model Handout (pdf)
A handout with a graphic showing how funds flow from contributions to The Rotary Foundation annual fund to district and global grants
Treasurer Workshop (docx)
Treasurer Responsibilities handout from workshop
2021-22 Club Planning Guide Section 1 (doc)
Download, save and complete this 1-page section of the D-7750 Club Planning Guide prior to Pre-PETS
Club Fundraising Analysis for PrePETS (pdf)
Shows clubs fundraising through January 2021, broken out by club name.
Club Planning Guide for 2021-22 (doc)
Downloadable MS-Word Document for Club Presidents. Framework and format for Club plans for 2021-22, due May 15, 2021
Committee Chair Expectations Worksheet (doc)
Worksheet to establish expectations of committee chairs
Intentional Strategies for Membership (pdf)
A worksheet to organize prospect identification, attracting, on-boarding, and retaining members.
Club Membership Profiles (ppt)
Membership Profiles & Membership Challenges of smaller clubs
DACdb Event Registration/Pmail/Reconcile (ppt)
Overview of DACdb features relating to Online Event Registration, including Target Audience, Event setup, Registration setup, Pmail promotion, Register/Regret links and Reconcile of unregistered members.
Delegation, Accountability and Coaching (pptx)
How to effectively delegate, hold accountable and coach
Enhancing Your Club’s Public Image (pptx)
A Hands-on Workshop for Building Membership and Financial Support.
Intentional Strategies (ppt)
Intentional Strategies for attracting and retaining members
Leading Change (pptx)
How to effectively lead change in an organization
Membership Event Sample Presentation (link)
An editable sample presentation to be used during a membership event.
Membership Matters Workshop (ppt)
Membership Workshop from 7750 On-Demand Training
Prospective Member Tracking & Drip Marketing with DACdb (ppt)
How to use DACdb as a tool to track prospective members and to "touch" them electronically on a regular basis, using DACdb PMail tools and DACdb Member Types
Rotary Foundation and Grants Training 2020 Slide Set (ppt)
PowerPoint file seen in Rotary Foundation and Grants Training Video - Available for club Foundation training and promotion
Secretary Training (pptx)
Club Secretary duties and "how to"
The Rotary Foundation 101 Presentation (link)
PowerPoint File - The Rotary Foundation 101 - Download and Customize as needed
Treasurer Training (ppt)
Plans and strategies for club treasurers
RI RESOURCES & MANUALS
Standard Rotary Club Constitution (pdf)
This is the standard Rotary Club Constitution to be adopted "as is"
Strengthening Your Membership (pdf)
RI Manual on creating your membership development plan. Intended for club presidents, district membership chairs, and club membership committees, this guide explains the process of creating a membership development plan and provides strategies and tools you can use to attract and engage new members.
Scavenger Hunt (pptx)
New member on-boarding activity that can be customized for your club.
Important Rotary Policies to Understand (pdf)
Directions on taking 3 courses in the Learning Center.
Discover Rotary Demonstration Video (link)
Full-length video of a sample Membership Event -- a Rotary Information Hour for potential Rotarians. See how the pieces of an effective Membership Event fit together.
Rotary Foundation & Grants Training 2020 VIDEO (link)
Video of Foundation and Grants Training -- Required for clubs applying for District Grants in 2021
Rotary International YouTube Page (link)
No description provided.
Who Do You Know and Membership Survey (pdf)
Lead generation exercise for a club