Resources
Check Request Form (123.77 KB)
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| Sample check request form to be filled out by person requesting funds from your organization. | ||
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Critical Documents (137.89 KB)
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| A list of critical documents that you need to have accessible at a moment's notice. | ||
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How to Choose a Bank (147.68 KB)
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| Features & services to look for when selecting a bank for your organization. | ||
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Importance of Insurance (145.47 KB)
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| As a member of your board of directors, it's your responsibility to manage risk responsibly. This document offers some things to consider... | ||
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Meeting Attendance Register (114.1 KB)
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| Track the folks who come to your meetings with this simple attendance form. | ||
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Organizing Day-to-Day Paperwork (175.49 KB)
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| The single most important thing for a new treasurer to do is to get a system for organizing your paperwork. This PDF provides some proven tips and ideas! | ||
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Request for Funds Form (118.07 KB)
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| Need a form for folks to fill out when requesting funds from your organization? Use this one or modify it to suit your needs! | ||
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The 10-Minute Audit (339.7 KB)
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| How to conduct a 10-minute audit of your treasurer's report. | ||
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The Treasurer's Bin (162 KB)
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| Make sure you have the tools for your job at hand. Here's a handy list of the most important items you'll need... | ||
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Tips for Treasurers (157.05 KB)
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| Organization, paper trail ideas, and best practices for the volunteer treasurer. | ||
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What Fundraisers Are... (149.26 KB)
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| Define your purpose for fundraising and then identify activities that are in alignment with your group. Some tips & ideas for moving forward. | ||