Shahrukh Shaikh, District Treasurer Treasurers I believe in you! District Convention 2017 Shahrukh Shaikh, District Treasurer

DUTIES - Weekly Pay bills approved by faculty advisor and board Attend every club & officer meeting Record expenditures/income Keep faculty/Kiwanis advisors up to date with financial information Discuss ideas on ways to fundraise with officers & commit to planning them

DUTIES - Monthly Collect funds from club projects Create a financial report (what was spent this month, on what, for what) for board meetings Collect dues and send them in Assist Club Secretary with recording membership on www.keyclub.org/muc Host the fundraisers that you planned! Be sure to highlight that these are not the only duties, but duties vary from club to club.

General Duties Take care of financial transactions involving the school ASB Attend all events, meetings, Kiwanis meetings, and division/district events Manage and report club budget and finances Ensure that dues are paid, collected, and sent in Plan & host fundraisers Make sure to submit any charity donations to proper organizations Train the treasurer-elect Why is support important?

Communication Communicate and work with the club board: Create an annual budget Organize fundraisers Communicate with the school ASB to handle money throughout the year Communicate with advisors to physically handle money at events and fundraisers Motivate and inspire members to contribute Keep all files and records for future use Why is support important?

Effective Fundraising! Fundraising is key for any successful club.

Finance and Fundraising Plan and organize golden fundraisers for: PTP, Eliminate Project, Club Dues, Fall Rally, DCON, ICON Put in ASB Requests for fundraisers as early as possible Collect, count, record, and store money with adult supervision and help Record revenue v. expense; Keep all receipts Provide financial status updates to the club, advisors, and Kiwanis Important to have good relations with school ASB.

Fundraising Tips! Make sure people know what you’re fundraising for Be excited about fundraising! Show your Key Club spirit, and your stunning smile. Be confident! Publicize fundraisers with available resources Morning Announcements, Bulletins, Posters, Flyers, Emails, Social Media, etc… Make sure your publicity is eye-catching! Create a budget for your fundraisers, calculate expenses, and calculate net profit Work with businesses, other organizations, and the school to raise more money or spread publicity Be sure to heavily emphasize publication.

The Dues Process! Spend time on this, this is very important!

Dues! The Basics Work with Club Secretary to manage membership dues! Collect and record membership dues! Promote membership! (Club Rush ALL YEAR!) Collaborate with club advisor to register members into the online Membership Update Center Make sure to highlight that dues can be paid all year.

$7.00 $4.50 Dues Breakdown International District Membership card & pin Administrative budget International Officers and Board Youth Opportunities Fund International $4.50 Administrative Budget District Officers and Board Committee Budgets Senior Scholarships District Remember to explain dues breakdown and that the money ultimately goes back to the members.

Additional Dues Information There is no such thing as maximum membership Dues are annual! Members must renew their membership every year Dues are meant to come back to the membership, through the leadership and service opportunities, YOF grants, senior scholarships, and priceless memories. They are worth it!

Paying Dues Create a club roster with the Secretary, and collect dues with the advisor Start early, and explain why members should pay dues. You can fundraise to help members pay dues. Record and deposit finances into your club account (usually with school ASB) Register members with advisor on the Membership Update Center (MUC) Although the MUC may be difficult to use, its simply just tedious, not complicated.

Withdraw dues money appropriately from the account Generate an invoice on the MUC Mail both invoice and check to: Key Club International PO Box 6069 – Dept. 123 Indianapolis, IN 46206-6069

Membership Update Center With your faculty advisor, go to: www.keyclub.org/MUC/ Register password (emailed to advisor) If necessary, reset the password by clicking on the appropriate link and entering the faculty advisor’s email

Ensure that all club, officer, and advisor information is correct for the new year before updating the roster

Update the club roster by adding and deleting members as necessary When complete, print the computer generated invoice This is what you will send out with a check when you are mailing in dues

Dues Deadlines All dates are received by deadlines Early bird is not awarded by the district anymore Clubs that have not paid by September 30th will have their charter revoked. First Payment Date October 1st, 2016 Early Bird Dues November 1st, 2016 Regular Dues December 1st, 2016 Dues Become Delinquent December 2nd, 2016 Dues Recognition/Suspension February 1st, 2017 Make sure that these deadlines are stressed.

Troubleshooting If your advisor does not receive a password after “registering/reset” please email Key Club International at memberservices@kiwanis.org or call at 1-800-549-2647 Provide your Club ID Number (H######) memberservices@kiwanis.org is your best friend!

Awards, Grants, Scholarships

Awards! Achieved Increased Membership (A.I.M) This award is based on dues standings from February 1st. Clubs either increasing by 25, 50, 100% will receive a banner patch at District Convention. No forms are needed because records are based from International. Membership Retention Award This award is based on whether or not your club has retained the membership count from the year previous. Again, no forms are needed because records are based from International. These are from KCI.

Outstanding Treasurer Award based on a cumulative performance over the Key Club year A list of objectives/achievements must be checked off and signed by appropriate officers and advisors If you complete the checklist and an e-portfolio, you can be recognized as an outstanding treasurer at District Convention! Urge everyone to apply.

Distinguished Treasurer Award given to the few treasurers in our district who went above and BEEyond in the term A list of objectives/achievements must be checked off and signed by appropriate officers and advisors Start compiling your work now so it is easier to create the e-portfolio when the deadline comes closer Urge everyone to apply.

Grants Youth Opportunities Fund CNH PTP Grant YOF is a fund from KC International that assists in paying for large projects through grants. Clubs can apply for grants ranging from $200 up to $2000. ALL grants must be turned in by October 15th! CNH PTP Grant CNH offers grants for PTP projects Up to $250 in grant money Links provided in the Resources slide Stress that a grant is literally FREE money!

Perks of Grants Grants are a GREAT way to jumpstart creative service projects Start working with your board now to see what you could use either the YOF or CNH PTP grant for

Scholarships Available to all members and officers To qualify, you must be a dues paid Key Club member that year Application forms will be available on the Cyberkey as DCON approaches District scholarship winners announced at DCON Promote these to graduating seniors! Ask for seniors in the room.

Treasurer Spotlight

Kyleen Vo Division 02 Kiwis Region 9 Albany Key Club

Wesley Soo-Hoo Division 19 North Pirate Penguins Region 8 CAMS Key Club

Resources On the CyberKey Key Club International Treasurers Manual Dues Guide And much more http://www.cnhkeyclub.org/officers/treasurer Key Club International http://www.keyclub.org/Leadership/bal/leadclub/Clubtreasurer.aspx Treasurers Google Reflector Advisors, Lt. Governors, and Executive Officers Make sure people can take a picture/write these down.

BEE sure to utilize these resources to their full extent! YOF Grants: http://keyclub.org/service/fund/yof/yofgrant.aspx CNH PTP Grants: http://cnhkeyclub.org/downloads/Resources/Kiwanis%20Fam ily/SLP%20PTP%20Grant%20Application.pdf BEE sure to utilize these resources to their full extent!

? ? Questions? Comments? Concerns? Go for it!

Acknowledgements The CNH Key Club District would like to acknowledge the following individuals who have contributed to this presentation over the years. Shahrukh Shaikh, District Treasurer, 2016-2017