1. Creating a SAIGE Chapter
Coralee Mackay Tax Examiner, IRS
SAIGE Chapter President, Ogden, UT
Christina Navarrete-Wasson
Fresno Area Director, IRS
SAIGE UT Chapter Advisor
2017 SAIGE NTP: Standing Together
Jennifer Cantrel, KC Chapter SAIGE, contributor

2. National Training Program “Standing Together”W
2017 SAIGE
National Training Program “Standing Together”
Identify the Structure of SAIGE and SAIGE Chapters
Different types of Members
Why create a SAIGE Chapter?

3. What can SAIGE Chapters do?
Be a presence in your agency and serve as a resource to the American Indian / Alaskan Native Employees.
Serve your local AI/AN community
Provide Scholarships for young AI/AN students
Provide agency management with expert guidance on AI/AN issues
Educate management (and all employees) on cultural sensitivity
Use of phrases that may be considered
“offensive” in the workplace –
Let’s have a Pow Wow – instead of meeting.
Utah and Kansas City MO Chapters of SAIGE
have both had Lunch & Learns on Pow Wow
etiquette

4. IRS Commissioner Koskinen listening to concerns brought up by IRS POC / UT SAIGE President Coralee Mackay during a town hall meeting regarding AI/AN issues
Become a resource for your knowledge.
I was invited to attend a town hall meeting with our IRS Commissioner. He was very interested in hearing my concerns and stated he will be putting together some sensitivity training for management in the near future .
IRS Commissioner John Koskinen listening to concerns brought up by IRS National Point of Contact and UT SAIGE President Coralee Mackay during a town hall meeting regarding AI/AN issues. September 2016

5. How do I start my chapter?
klrei
How do I start my chapter?
Networking: The exchange of information or services among individuals, groups or institutions – specifically the cultivation of production relationships for business.
Identify the different types of networks you already belong to
Describe the benefits of maintaining an effective network
Identify ways to further develop your network
Describe ways to successfully employ networking skills to attain your organizational goals

6. NETWORKING You already “network” Work Church Community
Visiting with other parents at children’s activities
Neighbors
Friends, and groups on Social Media
Attending a community event – Pow Wow, book signing etc
Places / people you regularly do business with

7. Start Networking Contact the individual in person when possible
Be professional and concise
Explain how your interests overlap
Add how you feel they would be an asset to the organization and chapter
Create a data base of people contacted
Include: Name, preferred method of contact, talents, skills

8. Social Media for Networking
Facebook, Twitter, LinkedIn, Instagram
Use care when using Social Media to post your professional affiliations
Consider a professional account using your name and a personal account under a “screen name”
Facebook – Personal
LinkedIn - Professional

9. Through networking, your SAIGE Chapter is taking shape.
Networking: The exchange of information or services among individuals, groups or institutions – specifically the cultivation of production relationships for business.
Identify the different types of networks you already belong to
Explain the benefits of maintaining an effective network
Identify ways to further develop your network
Describe ways to successfully employ networking skills to attain your organizational goals
The Next Steps:
Through networking, your SAIGE Chapter is taking shape.
All interested parties are current, paid members of SAIGE.
You have elected officers –
President, Vice President, Secretary, Treasurer
What is next????

10. Required Chapter Documents
The following documents need to be signed by all officers and submitted in your initial package to SAIGE for Chapter approval and official recognition:
Bylaws: The bylaws found on SAIGE.org are the same your chapter will follow. Should your chapter choose to add an addendum to the chapter bylaws, they must be signed and submitted to SAIGE as well.
Conflict of Interest: Basic policy outlining expectations.
Chapter Establishment: Roles and responsibilities of a SAIGE Chapter and SAIGE
Financial Policy: Sign and send this in even if your Chapter decides NOT to fundraise. It will show you understand the role of SAIGE when it comes to finances.

11. IF your chapter decides to fundraise YOU MUST BE TAX COMPLIANT FIRST!
Deciding to Fundraise 101
WHAT HAS TO BE DONE FIRST:
IF your chapter decides to fundraise
YOU MUST BE TAX COMPLIANT FIRST!
DO NOT
UNDER ANY CIRCUMSTANCES
handle money before
you are tax compliant!!!
You will have to find out what the laws and regulations are in your state, and go through the application process and receive approval to legally fundraise under SAIGE
in your state as a 501.c.3 organization.
DON’T RISK OUR 501.C.3 STATUS

12. PLEASE - DON’T RISK the SAIGE 501.C.3 STATUS
Deciding to Fundraise 101
Research the laws of your state
Communicate with the SAIGE Treasurer (and CPA) when fees are involved
Coordinate with SAIGE Treasurer (and CPA) to submit paperwork with payment of fee (if any)
WAIT for your approval letter to handle ANY FUNDS related to your chapter
PLEASE - DON’T RISK the SAIGE 501.C.3 STATUS
For more information on 501.c.3
IRS.gov IRS Publication 557
Tax-Exempt Status for your Organization

13. Money Handling Do’s & Don’ts:
Open a bank account (Chapter Treasurer & President)
Keep detailed & accurate records
Follow the SAIGE Policies
Chapter Establishment Policy
Financial Policy
Conflict of Interest Policy
Bylaws
Submit Bank Statements to SAIGE Treasurer & CPA
Submit your annual financial report timely
Ask questions if you need to
DON’T:
Handle funds before you have been approved as a recognized SAIGE Chapter
Handle funds before you have approval from your state

14. Ways to Spend Chapter Funds:
UT Chapter SAIGE uses funds raised for:
Student Scholarships
UT Chapter SAIGE awarded a Student SAIGE member
a $500 scholarship.
I networked with the college and filled out forms
showing SAIGE is a 501.c.3
The college matched our funds 100%
Assist financially for representative of the chapter to attend Annual SAIGE National Training Program

15. Ways to Spend Chapter Funds:
UT Chapter SAIGE uses funds raised for:
Advertising
2016 Native Heritage Month Display IRS Ogden, UT

16. Ways to Spend Chapter Funds:
UT Chapter SAIGE uses funds raised for:
Community Events
First Annual Snuggle with a Book & Blanket
Ogden School District Title VII Program

17. Ways to Spend Chapter Funds:
UT Chapter SAIGE uses funds raised for:
Ogden IRS Employee Organization Mentor / Protégé Program

18. Community Events
First Annual Snuggle with a Book & Blanket
Ogden School District Title VII Program
Don’t Want to Fundraise? You are still needed!!
5th Annual School Supply Drive at IRS in Ogden, UT
Before our chapter decided to fundraise, I decided to network in the community. I found the Title VII Program Director and learned 800 kids in my neighborhood were considered “homeless.” I advertised a SAIGE School Supply Drive at work and the 5,000 employees generously donated thousands of dollars in supplies for these kids. Pictured above: SAIGE members and volunteers after boxing up the supplies. I also got Costco involved. They have delivered 700 backpacks to the school each year since 2011.

19. Questions??????