TRF - Tools and Tips

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Weekly TRF thoughts for your club meetings

http://www.clubrunner.ca/Data/5340//HTML/220335//TRFWeeklyThoughts.pdf
 

How do I locate my DONOR HISTORY REPORT on the RI website?

Here is the simplest way I can explain how to get there.  As a prerequisite, it is assumed the user is a registered user on the rotary.org site.  Those already registered should proceed as follows:
  1. In the URL bar of your Internet browser, enter rotary.org/myrotary  

  2. On this page, hover over “The Rotary Foundation” in the header.  When the drop-down menu appears, click on “ Foundation Reports”.

  3. On the Foundation Reports page, scroll down to the Contribution & Recognition section and click on “Donor history report”.

  4. If you have not already signed-in, the next page will ask you to provide your user name and password.  Once you are signed-in a new window will open that allows you to view your contribution history.  Click on “DonorHistoryReport”.

  5. Page 1 of your donor history provides an overview.  At the bottom of this page you can click on the Transaction Detail tab, which shows a chronological record.  In the box labeled "Transaction Detail (All values)", you can select specific transaction types, such as contributions, recognitions, and transfers.


How do I (assuming I am a Club President or Club Rotary Foundation Chair) get access to my club’s contribution reports on the RI website?


  1. In the URL bar of your Internet browser, enter rotary.org/myrotary      
              
  2. On this page, hover over “The Rotary Foundation” in the header.  When the drop-down menu appears, click on “Foundation Reports”.

  3. On the Foundation Reports page, scroll down to the Contribution & Recognition section and click on the report you are looking for.