These notes came from a toast master’s training but the principles could be used in various circumstances.
– Management of membership fees and management of inventory. Dues are the chief source of income.
– These can be paid by credit card, cash, checks, PayPal, square, thrnat<?>.
– You may want to include a small transaction key if they use a credit card. Lisa suggested the phrasing for the surcharge. “Normal fees are $6.5 but a cash discount is $6.”
– Transactions by credit card may include a 3% service charge in a also be a cause for the device that processes credit card might be a five dollar monthly fee
– If you have members pay by PayPal there will be a transaction fee but they can process that payment to your bank account.
– Free toast host: schedule and fees to be done this application. The product easy speak may have a similar capability. Check to see if it’ll provide an invoice that can be emailed to members.
– On the third page of the due form is using the different ways to pay puppies
– Under club Central, under leadership, to be the name of the club this is where you can pay fees.
– Bank: good to have a card from the bank. Keep all receipts.
– Bank: VP of finance and president to have their names on the bank account
– Bank: in order to set up an account, you may need to show proof that you are an officer of the club.
– Bank: to setup an account, it may take up to an hour. Bring with you two forms of ID. Other signature the club signed the minutes to show proof of your office- ship. Call in advance what the bank will need so that you go prepared. You can ask what is required by calling customer service.
– Bank: when creating a new account, the bank may provide some free checks or you can order an over-the-counter check on a by need basis.
– Bank: order a debit card.
– Bank: you will need your club tax ID to set up the club account.
– Do a club budget. Not spend outside the budget.
– Keep all bank statements. At the end of the year you may be expected to get an external audit to ensure that your finances are being used properly.
– Keep good records.
– Keep an eye out for identity theft. You have 30 days to challenge a transaction.
– Mark out with a marker the credit card information or destroy that page for have the member for the information in electronically with someone’s laptop.
– Be on top of bank statements
– Review club packet. The new attack packets will need to have increased fees by October. You’ll need to go to the website to get the updated paperwork. As of this training is not yet available
– Novak: maybe use a binder to document and hold everything.
– If members do not pay by the deadline, they used to have a two-month grace period. That is longer the case. If members do not pay by deadline they can no longer participate in doing speeches and evaluations at the meeting.
– Dues will be increasing from $36 $25. Let members and officers know of this increase.
– Learn the pro-weight chart. Maybe make a chart when your binder. You can prorate fees for new member.
– Download the new forms as soon as they become available. October is the deadline for the next membership. Start gathering money in September.
– To meet club goals, you need to pay your fees on time. As is you get a people pay the fees. You can add other people later.
– If reinstating somebody check for any change of address information from that past member. Toastmasters have membership records since 2003. If an account can’t be found even with the help of toastmasters, than set that person up as a new member. If they are a new member and you can’t find them called Toastmasters to get help.
– All officers have access to all officer functions on the website.
