Officers & Committee Chairs

AWARDS

2022-2023 District Grant Awards (pdf)
A listing of grants awarded to District 7750 Clubs.

2022-2023 Governor’s Excellence Award (xlsx)
IMPORTANT: This is NOT an online form. Download and SAVE this file (Ctrl + S) to your local drive and update it as your club accomplishes its chosen strategies. Check boxes and dropdown boxes will automatically total points. When complete, Submit a draft to your Assistant Governor by May 9, 2023. Submit final copy to District Administrator by May 16, 2023.

2022-23 Rotary Citation (pdf)
Citation goals can be found in Rotary Club Central. To achieve the Rotary Citation, review the 25 available goals, select at least 13, achieve those goals, then report your achievement in Rotary Club Central. All activities need to be completed by 30 June.

Application Procedures for 2023-24 District Grants (pdf)
Application process for District Grants + Grant Eligibility by Club

District Grants Application 2022-23 (link)
Application for 2022-23 District Grants is due April 30, 2022

CHECKLISTS

2022-23 Club Presidents Monthly Checklist (pdf)
The club president’s checklist is a monthly calendar for presidents and presidents-elect.

AG Visit Checklist – 2022-23 (pdf)
A checklist to use each time the AG attends a DG Official Visit

Adding New Members to My Rotary and DACdb (link)
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

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.

FORMS/APPLICATIONS

2022-23 Club Membership Growth Plan (docx)
In order to receive points on the Governor's Excellence Award, submit the completed form to Membership Chair Carol Burdette. Updated deadline: October 15. Clubs should complete a written Club Membership Growth Plan to ensure success in the most important Key Performance Indicator (KPI) of a healthy, vibrant Rotary club -- consistent, moderate membership growth.

2023 House of Friendship – District Conference (docx)
No description provided.

2023-24 Club Planning Guide (docx)
The Club Planning Guide is Due May 16, 2023 Email to: your AG by 5/9/23 and then to Faith at Admin@Rotary7750.org by May 16, 2023

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.

Club Planning Guide for 2022-23 (docx)
Please submit to your Assistant Governor by May 9th and then to the District Administrator by May 16 (admin@rotary7750.org)

Clubs’ Eligibility for 2023-24 District Grants (pdf)
Shows the maximum dollar amount each club is eligible for 2023-2024 District Grants

District Expense Reimbursement Form – Excel Spreadsheet (xls)
Excel spreadsheet to submit with District reimbursement requests

District Expense Reimbursement Form – PDF (pdf)
Paper copy to submit with District reimbursement requests

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 (docx)
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.

Membership Goal Setting Worksheets for 2022-23 (pdf)
1 page per club, alphabetically sorted. Print only your club's page. 5-year history of club membership, annual average attrition rates and attraction rates. Average number of members terminated per year - the number llikely needed to replace those who leave during the year.

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

RYLA – ROTARY CLUB PARTICIPATION FORM (doc)
Form for the June 4-June 9 RYLA week. Please return completed form by April 7th to: Mark Peeler Erskine College P.O. Box 338 Due West, SC 29639 mlp@erskine.edu

RYLA – ROTARY YOUTH LEADERSHIP AWARDS FACT SHEET (pdf)
FAQs for the 39th annual week-long motivational, leadership training, and free enterprise seminar for rising high school juniors and seniors. June 4-9, 2023.

RYLA 2023 HIGH SCHOOL RECOMMENDATION FORM (doc)
Form for High Schools to use to nominate participants for RYLA. Forms should be returned to the local Rotary Club by April 1, 2022.

Rotary Foundation Multiple Donor Form (pdf)
Complete this form when submitting a single contribution reflecting the combined gifts of multiple club members. Please do not send cash. Club officers can also make contributions to The Rotary Foundation on behalf of their club or multiple club members at rotary.org/donate.

Rotary Youth Exchange Overview (link)
Overview, brochures and applications for Rotary Youth Exchange

THE ROTARY FOUNDATION CONTRIBUTION FORM (pdf)
Contributions can also be made at rotary.org/donate. Type of Donor this form can be used for: Individual, Rotary club, Rotaract club, District, Business, Charitable organization/Foundation, Other

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.

INFORMATIONAL

2022 Council on Legislation Adopted Enactments (link)
The Council on Legislation, the governing body of Rotary International (RI), met in downtown Chicago, April 10-14, 2022. D-7750 was represented by PDG Terry Weaver. These are the 29 Adopted Enactments of the 92 that were proposed.

2022 Membership Summit Binder (pdf)
Binder contents from the 2022 Membership Summit. The slideshow can be found in another file.

2022 Membership Summit Slides (pdf)
PDF of slides from Membership Summit.

2022 Membership Summit Slideshow (pptx)
The slideshow from the 2022 Membership Summit. If you want to access the video shown at the meeting, please go to https://www.facebook.com/watch/?v=359863984959157

2022 PETS Binder (pdf)
Complete PETS Binder presented at Carolina PETS March 18-19, 2022.

2022 Pre-PETS Binder Pages (pdf)
Complete Binder for 2022 District 7750 Pre-PETS

2023-24 PrePETS Binder (Held February 25, 2023) (pdf)
Information presented at the February 25, 2023 PrePETS Training held in Newberry, SC

2023-24 Proposed Budget (pdf)
The 2023-24 Budget presented by DGE Renee Stubbs.

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.

AG 2022-23 Training Binder (pdf)
Training materials from 2022-23 Assistant Governor Training - held in January 2022

Application Procedures for 2022-23 Dstrict Grants (link)
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.

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 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 Policy Manual (pdf)
Policy Manual, last updated 2022

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 Resource Library for Rotary Zones 33-34 (link)
A large library of membership-related collateral and resources

Membership Summit Makeup – Video – 9/15/22 (link)
Enjoy the video from our Membership Summit Makeup on September 15, 2022.

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)
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 Leadership Institute (RLI) (link)
Link to Zone 33 Rotary Leadership Institute - for all 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

Rotary Youth Protection Guide (docx)
The Rotary Youth Protection Guide is a comprehensive manual to providing a safe and secure environment for all young people involved in Rotary programs and activities. It includes guidelines for developing, implementing, and maintaining an effective district youth protection program. The methods described in this guide can be modified to comply with local laws and should be used in combination with other locally developed training resources. District governors, district youth protection officers, and all club and district leaders involved in Interact, RYLA, or Rotary Youth Exchange should review this guide. Districts may also apply these guidelines to other youth activities or when working with any vulnerable population. The information in this publication comes in part from the efforts and experiences of Rotary members and reflects the best practices of Rotary districts. Policy references are to the Rotary Code of Policies. Any decisions made by the Rotary International Board of Directors take precedence over information in this publication

Satellite Club Examples (link)
A library of organizational material for Satellite Clubs

Secretary Training Handout (doc)
Club Secretary duties and "how to" handout

Secretary Training Slides – 2022 All Club Conference (pptx)
Slides presented at the 2022 All Club Conference. Covers all areas of the work of secretaries.

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 Training Slides – 2022 All Club Conference (pptx)
Slides from Treasurer training at the District Conference. Covers all areas of treasurer training.

Treasurer Workshop (docx)
Treasurer Responsibilities handout from workshop

PLANNING TOOLS

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.

PRESENTATIONS

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

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.

TEMPLATES

Scavenger Hunt (pptx)
New member on-boarding activity that can be customized for your club.

TRAINING

Important Rotary Policies to Understand (pdf)
Directions on taking 3 courses in the Learning Center.

VIDEOS

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.

WORKSHEETS

Who Do You Know and Membership Survey (pdf)
Lead generation exercise for a club