Material For Club Treasurer
As club treasurer you play an important role in your club’s ability to carry out service projects, fundraise, and support The Rotary Foundation.
SOME OF WHAT YOU DO
- Manage club funds
- Collect and submit dues and fees
- Report on the state of your club’s finances
- Work with The Rotary Foundation
- Pay or view your club invoice. Your club invoice is based on the number of members in Rotary's database for your club as of 1 July and 1 January. Rotary International sends the club invoice by email and mail. Save paper by opting out of the paper (mailed) version.
- Work with outgoing treasurer to ensure a smooth transition
- Attend district training assembly
Because the treasurer’s responsibilities may vary according to local laws and cultural practices, please adapt the suggestions offered in the Club Treasurer's Manual.
The following list contains materials relevant to Club Treasurers:
|
FILE
|
YEAR
|
DOWNLOAD
|
|
|---|---|---|---|
| Roles & Resposibilities | |||
|
- Club Treasurer Overview
|
2016
|
|
|
|
- Club Treasurer Job Description
|
2016
|
|
|
|
- Lead Your Club: Club Treasurer's Manual
|
2016
|
|
|
| - Lead Your Club: Club Treasurer's Manual (Version 2) | 2016 | ||
| - Club Financial Accountability | 2016 | ||
| Templates | |||
|
- Documenting Expenses
|
2015
|
|
|
|
- Club Budget Worksheet
|
2015
|
|
|
| Payment Guidelines | |||
|
- Guidelines For Submitting Expense Statements
|
2013
|
|
|
|
- Payment Guidelines For Rotarians
|
2015
|
|
|
|
- Payment Guidelines - FAQ
|
2015
|
|
|
| Club Invoices | |||
|
- How To Pay Your Club Invoice From RI
|
2015
|
|
|
|
- Club Invoices - FAQ
|
2014
|
|
|
|
- Current Semiannual Report (SAR) Documents
|
2015
|
|
|
| Financial Management Guidelines | |||
|
- Transferring Custody Of A Bank Account
|
2011
|
|
|
|
- Club Document Retention Worksheet
|
2011
|
|
|
|
- Club Financial Management Case Study
|
2011
|
|
|
|
- Club Financial Management Plan Worksheet
|
2011
|
|
|
|
Sample Weekly Receipts Club Log
|
|
|
|
Please contact the District PR Team if you have any questions related to the information presented herein and/or would like to suggest or offer any additional material.