2019-2020 Governor’s Excellence Award (xlsx)
Excel spreadsheet to be downloaded, saved and used to calculate, then submit application for 2018-2019 Governor's Excellence Award. If used as intended, the spreadsheet will calculate points automatically. Note this is NOT an online form - it must be downloaded and saved to your local machine and emailed to email@example.com when complete.
2019-2020 Rotary Citation Brochure (pdf)
Criteria needed to achieve the 2018-19 Rotary Citation (formerly Presidential Citation)
District Grants Application 2019-20 (link)
Application for 2019-20 District Grants is due April 30, 2019
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
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
2019 50/50 Raffle for CART (pdf)
The 2019 All Club Conference will feature a 50/50 Raffle where you can win up to $5,000. Net proceeds go to the CART fund (Coins for Alzheimer's Research Trust). See attached flyer for details.
2019 Rotary Youth Leadership Awards (RYLA) Club Participation Form (doc)
Form with information to be completed by Rotary Club about club sponsored delegates, then submitted to RYLA coordinators
2019 Rotary Youth Leadership Awards (RYLA) Fact Sheet (doc)
Year specific information clubs and delegates need regarding RYLA
2019 Rotary Youth Leadership Awards (RYLA) High School Recommendation Form (doc)
Form to be completed by High School Official then submitted to RYLA coordinators
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 7750 Membership Event Grants (link)
Overview of Grants available to clubs for planning and executing Membership Events. Multiple "How-to" links plus link to Grant Application Form
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.
House of Friendship (docx)
The 2019 All Club Conference will once again feature the ever popular House of Friendship. This is an opportunity for clubs to showcase and share information about a project or event, to find partnering clubs and to inspire other clubs. See attached flyer for details.
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.
15 Year Membership Graphs (pdf)
Membership History since 2004. There is a graph for each club. Open the file and print only the pages you want.
2018-19 Year in Review (pdf)
Governor Carol Burdette's Vision for 2018-19, written as a "Year in Review"
2019 Council on Legislation (link)
Every three years, Rotarians meet at the Council on Legislation to review and vote on proposed changes to the legislation that governs Rotary. They consider enactments, which change Rotary’s governing documents, and position statements by the RI Board. This link is to proposed legislation for this year's Council. Contact PDG Lorraine Angelino, firstname.lastname@example.org with comments or questions.
2019 PETS Binder Handouts (pdf)
Material from the binder provided to Presidents-Elect at Carolinas' PETS 2019, Greensboro, NC
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 2019-20 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 Membership Trends – Jan 2019 (pdf)
Provides 3-year membership, latest MGI, Attrition & Attraction Rates
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 2019-2020 District Grants (pdf)
Shows the maximum dollar amount each club is eligible for 2019-2020 District Grants
Corporate Membership Application – Livermore (docx)
A sample corporate membership application that could adapted for a club's use
Corporate Membership Brochure – Livermore (docx)
A sample corporate membership brochure that could be adapted for a club's use
Corporate Membership Bylaw Change – Livermore (docx)
Sample bylaw change to include corporate memberships
Corporate Membership Program – Simpsonville (doc)
Sample corporate membership program that could be adapted for a club's use
Corporate or Group Membership Program (doc)
Ideas for incorporating a corporate membership program in a club
D-7750 Membership Summit Library (link)
All files, handouts and presentations from the D-7750 Membership Summit held in January 2018
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 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 Membership and The Rotary Foundation Summary – Rainbow Report (pdf)
Most Current Membership and TRF numbers
District Grants 2018-19 (pdf)
List of clubs receiving District Grants for 2018-19
District Grants 2019-20 (pdf)
Approved District Grants for 2019-20, listed by club
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.
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 Resource Library for Rotary Zone 33 (link)
A large library of membership-related collateral and resources
Proposed 2019-2020 District Budget (pdf)
Proposed budget for 2019-20. Will be voted on at the District Conference in May. Approved by the District Finance Committee on April 17, 2019.
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 (pdf)
June 2017 Rotary Code of Policies Containing Board Decisions Through January 2017
Rotary International Manual of Procedure (link)
Rotary International Manual of Procedure (My Rotary login required)
Rotary Leadership Institute (RLI) 2019 Dates (link)
Learn more about Rotary, The Rotary Foundation, Membership, Leadership, Public Image, and Beyond the Club. Are you new to Rotary? This program is a perfect way to get oriented with Rotary and network with other Rotarians.
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 Handbook (doc)
Guide to forming, managing and operating a satellite
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.
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
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 Grant Funding Model (pdf)
Graphic showing how funds flow from TRF contributors to TRF projects
Treasurer Workshop (docx)
Treasurer Responsibilities handout from workshop
Club Planning Guide for 2019-20 (docx)
Downloadable MS-Word Document for Club Presidents. Framework and format for Club plans for 2019-20, due May 15, 2019.
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 Growth Index (ppt)
Overview of a predictive metric to identify a club's current and future membership and growth success and challenges
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
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.
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 International YouTube Page (link)
No description provided.
Who Do You Know and Membership Survey (pdf)
Lead generation exercise for a club