Don’t know where you’re going? Then how do you know you’ve arrived? Setting Goals for Rotary
Your Club Fundraising Analysis
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.
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
Step 3 a – Setting a Membership Goal “Goals and Progress” for Membership are on the main page of Rotary Club Central. Select the 2017 -2018 Rotary year and click “Edit. ”
Step 3 b – Setting a Membership Goal Type your membership goal under the column labeled “Goal Total. ” Click the “Save” button. You’re off to the races!
Step 4 a – Setting Foundation Goals You can move from Membership Goals to Foundation Goals by clicking the “Foundation Giving” tab from the Membership screen.
Step 4 b – Setting Foundation Goals The next screen allows you to set three different Foundation goals – Annual Fund, Polio. Plus, and Major Gifts/Endowment by clicking their respective “Edit” buttons.
Step 4 c – Setting Annual Fund Goals Simply enter type your goal into the “Goal Total” box and click “Save. ”
Step 4 d – Setting Polio Fund Goals Simply enter type your goal into the “Goal Total” box and click “Save. ”
Step 4 e – Setting Other Foundation Goals “Major Gift, ” “Bequest Society, ” and “Benefactor” goals can be entered in their respective boxes. Click save when done!
CONGRATULATIONS ! You have just set Foundation and Membership Goals! Now go party with your friends!