Family Readiness Group Treasurer's Handbook - Utah National Guard

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WELCOME This handbook contains information, guidance and forms that are intended to offer you the best support possible in successfully accomplishing your tasks as a Treasurer for the Family Readiness Group. The goal of this handbook is to welcome you to your new position with adequate support to make this position manageable for you. The first and most important item we have to share is “THANK YOU.” Your willingness to accept this responsibility is greatly appreciated! Please remember, if you have any questions there are a number of people to assist you: Your Family Readiness Group Leader The unit Commander or representative The MACOM Family Readiness Support Assistant The Service Member and Family Support Services office: 801-432-4080 Your willingness to accept this responsibility is greatly appreciated. Thank you! 2
TABLE OF CONTENTS Treasurer Responsibilities 4 Getting Started 4 EIN 4 Bank Account 5 Fundraising 9 Glossary of Terms 15 Treasurer’s Job Description 16 Appointment Letter 17 Release from Appointment 18 Fund Authorization Letter 19 Treasurer’s Monthly Report 20 FRG Review Checklist 22 Cash Tally Sheet 23 Fundraising Planning Form 24 Reimbursement Form 26 Fund Property Record 28 Event Planner 30 3
Page 1: Family Readiness Group Treasurer’
Page 5 and 6: purpose. It may only be used to ope
Page 7 and 8: Treasurer position and any other FR
Page 9 and 10: The original copies of all reports
Page 11 and 12: Events, which invade the privacy or
Page 13 and 14: Appendix 13
Page 15 and 16: Glossary of Terms The following Glo
Page 17 and 18: Utah National Guard (Unit Name) (Un
Page 19 and 20: Utah National Guard (Unit Name) (Un
Page 21 and 22: Month of: Treasurer’s Monthly Rep
Page 23 and 24: Date: Activity: Start Money Cash Ta
Page 25 and 26: Event: Place: FRG Fundraising Plann
Page 27 and 28: Receipt Totals REIMBURSEMENT FORM R
Page 29 and 30: Fund Property Record List all items
Page 31: EVENT PLANNER (Attach meeting minut

Family Readiness Group Treasurer's Handbook - Utah National Guard

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