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Tips for Running
a Membership Organization
on a Small Budget
Your Organization’s Finances
Board members of small associations become leaders due
to a knowledge of their industry, not financial skills
Members with little/no financial experience become
Treasurers due to necessity
Not having firm grip on finances makes it hard to make good
decisions for association
6 Tips for Presidents of Associations with Small Budgets
Use financial tools
Be smart with technology spending
Keep your focus
Watch administration costs
Keep fundraising
Use volunteers
Financial Tools
•Option 1:Develop in-house financial tools. Use
software you already own, such as Excel or Access
•Option 2: Purchase off-the-shelf financial
software
Equipment/Technology
Purchase used or low cost when possible
Can often find good prices on used technology
right after an updated version come out
Search the internet for deals
Keep Focus on Your Association’s Mission
Ask “does this support the mission” before
making large investments
Ex: will your target market be attending the
conference you are thinking about sponsoring?
Avoid Unnecessary Administration
Costs
Use email and electronic
newsletters rather than mail
Consider purchasing membership
management software, which will
consolidate many administrative
tools into one
Make fundraising a constant
Brings in funds/increases
awareness
Have a dedicated fundraising
committee
Use volunteers
Avoid hiring staff when possible
Identify members show interest and position
as a growth/resume boosting opportunity
Inspiration for Budgeting
“Don't tell me what you value,
show me your budget, and I'll tell
you what you value."
Joe Biden
Presented by
StarChapter
Local Chapter Management Made Easy
Website: starchapter.com
Email: info@starchapter.com

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Tips for Running an Association on a Small Budget

  • 1. Tips for Running a Membership Organization on a Small Budget
  • 2. Your Organization’s Finances Board members of small associations become leaders due to a knowledge of their industry, not financial skills Members with little/no financial experience become Treasurers due to necessity Not having firm grip on finances makes it hard to make good decisions for association
  • 3. 6 Tips for Presidents of Associations with Small Budgets Use financial tools Be smart with technology spending Keep your focus Watch administration costs Keep fundraising Use volunteers
  • 4. Financial Tools •Option 1:Develop in-house financial tools. Use software you already own, such as Excel or Access •Option 2: Purchase off-the-shelf financial software
  • 5. Equipment/Technology Purchase used or low cost when possible Can often find good prices on used technology right after an updated version come out Search the internet for deals
  • 6. Keep Focus on Your Association’s Mission Ask “does this support the mission” before making large investments Ex: will your target market be attending the conference you are thinking about sponsoring?
  • 7. Avoid Unnecessary Administration Costs Use email and electronic newsletters rather than mail Consider purchasing membership management software, which will consolidate many administrative tools into one
  • 8. Make fundraising a constant Brings in funds/increases awareness Have a dedicated fundraising committee
  • 9. Use volunteers Avoid hiring staff when possible Identify members show interest and position as a growth/resume boosting opportunity
  • 10. Inspiration for Budgeting “Don't tell me what you value, show me your budget, and I'll tell you what you value." Joe Biden
  • 11. Presented by StarChapter Local Chapter Management Made Easy Website: starchapter.com Email: info@starchapter.com

Editor's Notes

  1. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  2. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  3. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  4. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  5. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  6. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  7. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  8. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  9. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  10. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  11. 05/22/13 13:50 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.