This document provides standards and guidelines for treasurers of Toastmasters clubs. It outlines the treasurer's responsibilities both outside and during club meetings. These responsibilities include preparing budgets and bank documents, collecting and submitting member dues, paying bills, keeping financial records, and presenting reports. It also discusses fundraising standards, tax-exempt purposes, and provides a case study about handling a delinquent member dues payment.

1. Division H, District 79 ACB AL Abdul Lateef June 28, 2010 Club officers trainingTreasurer

2. Treasurer Standards outside of the club meeting Standards at the club meeting

3. Standards outside the club meeting Prepare budget Provide bank with signature card Prepare and send dues statements by August 15 / February 15 Collect and submit dues online to WHQ by October 1 / April 1 Submit new member application and due to WHQ Pay bills as due

4. Standards outside the club meeting Keep record of financial transactions Present verbal / written reports Submit accounts for audit Attend district-sponsored club officers training Arrange for a replacement Prepare successor for office

5. Standards at the club meeting Receive applications and dues Announce dues are due Greet members and guests

6. Fund-raising Project? Ask yourself these questions and any “no” answer indicates a violation to TMI Donation or volunteer service Clubs and not individual members benefit At least 1/3 financial support from member dues Profits be used for the furtherance of TMI’s tax-exempt purpose only

7. Tax-exempt Purposes Building and improving clubs Training club and district officers Purchasing education program materials Sending a voting delegate to official district conferences or the International convention Covering general administrative expenses of club or district

8. Case Study Two weeks ago you sent dues statements to all of your club members. Everyone has paid – except for Don Dupree. You have reminded Don at each meeting, yet he still has not submitted his payment. And now your dues renewal is due! How should you deal with Don Dupree?

9. Questions?

10. Division H, District 79 ACB AL Abdul Lateef June 28, 2010 Club officers trainingTreasurer