What do these pictures have in common?

Slides:



Advertisements
Similar presentations
Roles, Responsibilities and Tasks
Advertisements

So, You are Treasurer of your 4-H Club! Montana 4-H Center for Youth Development 2005.
So, You are Treasurer of your 4-H Club! Montana 4-H Center for Youth Development 2009.
Parent Associations and Parent-Teacher Associations: Financial Affairs - Part 1.
Best Management Practices Developed by: Texas 4-H & Youth Development Strengthening Clubs Initiative Team.
A.S.B. / CLUBS / FUNDRAISING
CLUB SPONSOR PROCEDURE MANUAL Revised Sept
CASH HANDLING PROCEDURES October 15, What is “Money”?  Money refers to cash, checks, money orders, or cashier’s checks.  Organization established.
“Money! Money! Money!” Handling 4-H Finances. What’s it All About?  A 4-H Charter is the only document that officially recognizes a 4-H Club or Affiliated.
Prepared by. As stewards of a chapter’s money the chapter officers are responsible for the careful handling and dissemination of funds.
MONEY MATTERS 101.
Effective and Safe 4-H Meetings Annual Wisconsin 4-H Volunteer Leader Lesson.
UM College Park UM Eastern Shore 1 Part V The 4-H Club University of Maryland Extension programs are open to all citizens without regard to race, color,
Session 102: Treasurers for Non- Treasurers Jennifer Young, Treasurer Virginia PTA 2012 Annual Conference July 13, 2012.
Officer Training II Presented By: Title Chapter Name & No. 1.
Financial Resource Management Recommended Best Practices Training for Volunteers and Support Groups.
Financial Accountability Update & Review Ingham County 4-H Clubs August 19, 2008.
“Money Matters” 4-H Club Financial Management. Agenda Background 4-H Federal Tax Exempt Status Change in Maryland 4-H Financial Policies Charter/Renewal.
Presentation Topics Chartering overview Who needs to charter Requirements for being chartered Process for chartering a Texas 4-H club/group Important.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept
Session Objectives Keeping Good Financial Records - Administration - Activities/Project Financial Planning Budgeting and Reporting(Monthly & Year End)
Chartering a path to the B – belonging I – independence G – generosity M – mastery University of Wyoming 4-H Program, June 2009.
WASHINGTON STATE UNIVERSITY EXTENSION WE’VE GOT THE MONEY NOW WHAT? Photo here.
North Allegheny School District-Elementary Student Activity Funds-Sample Forms & Documents June 17, 2004.
Best Practices: Financial Resource Management February 2011.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept
North Allegheny School District-NASH/NAI Student Activity Funds-Sample Forms & Documents June 9, 2004.
CLUB SPONSOR PROCEDURE MANUAL Revised Sept
Understanding 4-H Club Finances Why would we ever want to have youth responsible for money and how exactly do we oversee it? University of Wyoming 4-H.
District Simplified Grants. Utilize a portion of the district’s DDF –20% of new DDF –1 grant per district per Rotary year Itemized and budgeted humanitarian.
Training for 4-H Club Treasurers and Adult Leaders Author: Halina Pietras Edited: R. Martell & C. Kohler.
Club Best Practices Officer Roles and Responsibilities.
4-H Financials: Best Practice & Program Update Shannon McCollum, Extension Associate NC CES 4-H/FCS.
Treasurer Topics 1 Workshop 2 Teresa Atherley, Utah PTA Treasurer Facebook group: Utah PTA Treasurers.
4-H Club Finances Upcoming Changes to Iowa 4-H Policy.
PTA Treasurer Ensure the unit’s financial records are audited according to the bylaws before assuming his or her duties; Ensure the filing of the unit’s.
National Junior Honor Society Leadership Positions
Grant Management Seminar 1 DISTRICT GRANTS Applying for and Implementing a District Grant
Bylaws Standing Rules Code of Ethics
HARLINGEN CISD BUSINESS OFFICE CLUB SPONSOR PROCEDURE MANUAL REVISED: AUGUST
PTA Gifting Guidelines 5.Committee meets and decides what to recommend for funding. 6.Committee report goes to the executive board for approval. 7.Finalized.
Under the new grants process, both districts and clubs assume greater responsibility for the management of grants. The Rotary Foundation has established.
ASB Student Finance Training
Guidelines for the Rotary Club Treasurer
Winning with KEHA Roles and Responsibilities
District and Club Qualification
MONEY MATTERS 101.
PTA Treasurer Training
Division Finances: Aligning Resources with Goals
Internal Auditing Responsibilities of the Faculty and Staff
MONEY MATTERS 101.
Home School Association
KEHA Roles and Responsibilities
Texas 4-H BEST MANAGEMENT PRACTICES
GREAT START! WHAT EVERY SCHOOL COUNCIL TREASURER NEEDS TO KNOW Part 2
Serving As Chapter Treasurer
Iowa Extension Council Association Iowa 4-H Youth Development
2016 AmeriCorps Texas All-Grantee Meeting February 25-26, 2016
Iowa Extension Council Association Iowa 4-H Youth Development
HARLINGEN CISD Business Office
Presented by Sarah Torbert
Student Activities and Fundraising
Treasurer’s Training Jessica Farfan 2018.
Inbound Journey Treasurer Workshop
ASHRAE Chapter Best Practices
DISTRICT GRANTS Applying for and Implementing a District Grant
District and Club Qualification
Roles & Responsibilities
HARLINGEN CISD Business Office
4-H Club/Unit Finance Training
Presentation transcript:

What do these pictures have in common?

Did you know? The 4-H name and emblem is a highly valued mark and has been granted a very unique and special status—similar to the Presidential Seal and the Olympic emblem. This federal protection makes it a mark unto itself with protection that supersedes the limited authorities of both a trademark or a copyright. As a result, responsibility and stewardship for the Clover resides, not with the U.S. Patent Office, but rather with a higher authority—the Secretary of Agriculture, a member of the President’s cabinet. The Secretary has responsibility for the 4-H name and emblem at the direct request of Congress. The “18 USC 707” statement at the base of the Clover is the statement in the U.S. Code that outlines the protection of the 4-H name and emblem.

The Clover comes with responsibility! Federal regulations mandate that each University of Wyoming Extension 4-H entity be officially chartered. A 4-H Charter, and yearly renewal of that charter, recognizes and identifies 4-H entities as eligible and approved to use the 4-H name and emblem for educational purposes and goals A 4-H Charter, and yearly renewal of that charter, recognizes and identifies 4-H entities as eligible and approved to participate in official 4-H activities and educational programs. Let’s check out the guidelines for using the clover.*

What is needed to charter or renew?* Authorized club name Five or more youth from at least 2 families Adult leadership that has been approved through the volunteer certification process Youth involvement in leadership and decision-making A calendar of planned educational activities (meetings, workshops, community service, etc.). For Positive Youth Development to occur it is recommended that a club meet at least 6 times per year. Educational plan which meets the mission and values of the 4-H program Adopt and adhere to the information in the document Writing 4-H Club By- Laws and use the Club By-Laws Template.

End of the Year Club Report – this renews your charter How do we check?* End of the Year Club Report – this renews your charter Go through the report form before moving on.

Mission The mission of the Wyoming 4-H program is to empower youth to reach their full potential, working and learning in partnership with caring adults.

Values The vision of the 4-H program is to develop a world in which youth and adults learn, grow and work together as catalysts for positive change.   In support of the vision, the Wyoming 4-H program: Provides opportunities for formal and non-formal community focused experiential learning. Helps youth develop skills that benefit them throughout life. Fosters leadership and volunteerism in youth and adults. Works to strengthen families and communities. Uses research-based knowledge available from the land grand university system and other sources. Brainstorm here activities that are in line with the mission and values.

Receiving Funds - Income Record and deposit money directly upon receipt. The person who collects money and the person who writes checks should not be the same. Detailed records will be kept on all money collected (date collected, from whom, amount collected, purpose) and cross-referenced with account deposits. Receiving cash*: All cash received should be counted by a minimum of two people and the total amount counted should be initialed by each person on the cash receipt. The cash receipt with accompanying signatures will be kept on file to cross-reference with account deposits.

Receiving Funds - Donations Donations can be accepted from individuals or businesses. Ethically, donations should not be accepted from entities whose main business is not in line with the mission and operational practices of the Wyoming 4-H. Donations received from individuals, groups, or companies/businesses will be provided a thank you note or letter. Donations of $150 or more require a letter to the donor acknowledging the donation. See the official Wyoming 4-H Donation Letter template* for an example. Donations should be for a specific educational purpose of the 4-H program (camp, workshops, equipment, scholarships, etc.) or toward the general support of the 4-H program and associated with the annual county 4-H budget. Additionally, donations can be made in for long-term support of 4-H through endowments in the State 4-H Foundation.

Dispersing Funds - Expenses All approved disbursement of club/group funds should be reflected in the club/group minutes. The UW 4-H Reimbursement Form* should be used by 4-H clubs and 4- H groups. Receipts and invoices must clearly state what the purchase was and from whom the purchase was made. Original receipts and invoices will be kept with account records and marked as paid with the date payment was made.

Dispersing Funds – Cash Withdrawals / Purchases If a club/group withdraws cash, the following steps must be followed: Cash withdrawals must be made at the bank, with a teller, and only by an account signer (no ATM cash withdrawals). Reason for cash withdrawal must be documented on the bank receipt (e.g. cash/change box for concession stand). Cash must be deposited at the conclusion of the event/activity by following the receiving cash guidelines If items are purchased with the cash, a receipt must be submitted. Avoid writing checks payable to “cash.” If a check is written payable to “cash”, be sure to write in the Memo field the 4-H purpose or use.

Dispersing Funds - Other Active signers may not sign a check written to themselves or an immediate family member. There are to be absolutely no personal purchases. If a personal purchase occurs within a club/group, the UW 4-H educator or State 4-H office personnel need to be notified immediately.

Annual Treasurer's Report* Complete Account Journal Organized by Month Bank Statement Cash Receipts UW Reimbursement Form and Receipts Inventory Report Annual Financial Report Annual Financial Review Form

Fundraising To pay for program plans Why? Things that promote the mission and values. University of Wyoming Extension encourages local clubs and groups to fundraise to implement program plans The 4-H program should not be connected with any activity which is illegal or inappropriate for a 4-H audience. All fundraising and/or income generation should be documented and a request made (ahead of the activity) by filling out and submitting the Income & Fundraising Request Form* to the UW 4-H educator. Fundraising forms help us to make sure we are not duplicating the ask. Funds raised should be for a specific purpose and correspond to the amount of the projected budget. 4-H clubs/groups cannot expend 4-H funds on other nonprofit fundraisers or causes. If a club/group wishes to raise money for another nonprofit organization or cause as a community service activity, members must clearly communicate the purpose of the fundraising activity and give the money directly to the organization or cause.

How do you spend your money? First ask the county for items you may be looking to purchase. They may have money to support your efforts or they may already have what you are looking for. What do we normally spend money on? Support of the Mission and Values Items to create Belonging, Mastery, Independence, or Generosity Brainstorm money spending ideas

Annual Secretary’s Report* Club Goals* Roll Call Minutes for Club Meetings Use the template Be sure motions are recorded Motions need to be recorded to approve expenses.

Creating Club By-Laws Use the template.* What do member control? Club size limits “Duties” of members Recognition of member and leaders Dues Officers Positions Who can run Committees Meeting times and dates Be careful to put things in writing you are not able or willing to enforce for everyone.

Questions?