1. AAUW Membership Timeline
July December 1 January 1 March 15
Renewing
Members
Renew Members Branch Half Price Membership
Membership (7/1 – 11/30) Membership Membership For Next Rosters Cleared Begins Fiscal Year
Of Non-renewing For Current Begins
Members Fiscal Year
Shape The Future - New
Members
New Members Half Price + Shape New Members
Join ½ Price for The Future Savings Join For Next
National Membership For Current Fiscal Year Fiscal Year At ½ (Memberships expire Price for National /30) Dues

2. AAUW Finance Officer Timeline
July 1
July 1: The membership and fiscal year begins
July 1: Branch Dues Reports (BDRs) are due from branch finance officers. Printable copies are sent during the first week in May. Those who prefer to work online can use the Member Services Database (MSD) to submit dues or the Membership Payment Program (MPP)
The branch/state president arranges for a review of the prior year’s financial records. Use a former branch finance officer, state finance officer, or a similar financial person
July 15 – Oct 15: Complete the Group Tax Exemption annual form located in the Member Services Database when it is open each year from July 15-October 15, to be included on AAUW’s master list of recognized AAUW affiliated entities with the IRS. In that same form, choose if you’ll be filing the branch and/or state 990-N (e-Postcard) for the year yourself or if you’d like the national office to file on behalf of the branch and/or state

3. AAUW Finance Officer Timeline
September
Financial officer reviewers present a brief report to members of the branch/state and board and members.
AAUW Finance Department will notify all branches/states via (from to submit the Group Exemption Survey form (see page 23)
October - November
File IRS Form 990-N, 990-EZ, or 990 per IRS gross receipts and total asset thresholds
Review the list of members and student affiliates sent to you by AAUW national office Advise Connect2AAUW if your records do not match (see Membership Tool Kit)
December
Dec 31: The contribution year for recognition purposes ends. Contributions must be postmarked by December 31st of the year in which contributions are made. Send AAUW and AAUW Action Fund contributions immediately to the national office

4. AAUW Finance Officer Timeline
January
Jan 1: The contribution recognition year begins
Jan 31: The last day that dues and fees can be received by the national office to be included in the official February 1 membership count (see Membership Tool Kit)
Work with your leadership to begin developing the budget for the upcoming fiscal year
February - March
Ensure the accuracy of the February 1 count you receive from national office (see Membership Tool Kit)
March 31: Start MPP electronic renewal invoices to branch members

5. AAUW Finance Officer Timeline
April - May
Present budget for approval for the upcoming July 1 – June 30 fiscal year
April 30: Repeat MPP electronic renewal invoices to branch members
May31: Repeat MPP electronic renewal invoices to branch members
June
Jun 1: Officer Forms are due at the national office submitted by the President/Administrator Make sure your name is listed as the finance officer if continuing or provide the name of the new finance officer in order to receive all the mailings. Do not forget to include your address
Jun 30: Fiscal year ends and Branch Due Report (BDR) is due
Jun 30: Repeat MPP electronic renewal invoices to branch members