1. District Budgeting

2. Discussion Points Expectations from Exchange Leaders Sources of Funds
Uses of Funds
Budgeting For:
New Club Building
Educational Events
Officer Training
Convention
Being a leader involves commitment in attending the district and national conventions and other expectations. Many Districts pay partial or all of the cost to send leaders to events. Or some at least contribute toward a type of partial reimbursement.
To help future leaders accept these expectations we have to provide as much assistance both personal and financial as we can. This is why it is important to set up a budget for your leaders to attend convention and other leadership opportunities. Do you have a budget for leaders to attend convention? It could be full, partial or a set reimbursement toward the cost. Encourage your leaders to stay current and relevant and connected in leadership.

3. Sources of Funds Districts Clubs Limited to Dues Larger vs. Smaller
Allocate from reserves
Clubs
From Club Operations Account
From Club Service Activities and Projects
Up to 20% can be allocated for Training and Convention
Larger districts are expected to have a larger budget to work with.

4. Uses of Funds
Prioritize for alignment with the purpose of the District.
See Article 1, Section 1 of District Bylaws
If you do not plan and budget for success what might happen?

5. New Club Building Article 1, Section 1, A - #1 Purpose of a District
A. The Building of local Exchange clubs
District as a Club Sponsor
Provide funds to Clubs for sponsorship
Travel expenses for Club Builders

6. Educational Events Article 1, Section 1, B – Increase Fellowship
District Convention
Mid Year
Officer Training
Getting Clubs to participate

7. Officer Training Article 1, Section 1, C –Strengthen Established Clubs
Central Location
Multiple Locations
Combine with Mid Year
Develop Leadership Succession
Keep current and relevant with most recent information – Use the website
- Such as Membership Invoicing via
INVOICING BEGAN JANUARY 1, 2019, club and district treasurers should expect to receive all membership dues invoices via . You may also pay all invoices electronically. Please be sure that your club and district officer contact information is correctly listed in the database. You will also want to add to your safe sender list.

8. Convention District and National How to increase attendance
Getting all Club Presidents to attend

9. Summarize Next Steps

10. Questions?