Topics for Branch and Ohio Counterparts

Transcription

1 Topics for Branch and Ohio Counterparts

2 Reporting dues Where to send dues What to submit to Ohio Ohio dues amounts and categories Paper forms Online forms Membership Payment Program & Opt-in Budgeting

3 Dues collection runs March 16 to March 15 To national AAUW 3 ways To AAUW Ohio mail to Melissa Marino 376 Gallery Drive Marysville, OH 43040

4 Always send a paper report BDR = branch dues report ADR = additional dues report Send a check

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6 Membership Category Annual Branch Member (MOB) Associate Member (MASC) Paid Life Member (MBL) Honorary (50- year) Member (MBHL) Dual (DUAL) from Ohio Dual (DUAL) NOT from Ohio AAUW Dues Ohio Dues $49.00 $11.00 Yes Member Entitled to Be a Convention Delegate or Hold Office? $15.00 $11.00 No, generally only branch secretary $00.00 $11.00 Yes $00.00 $0.00 Yes $00.00 $0.00 Delegate only from Ohio primary branch (in which all three dues are paid) $00.00 $11.00 See AAUW Ohio Bylaws, State Member section, can be delegate and hold office $17.00 $0.00 No Student Affiliate (SAF) Give a Grad a Gift $00.00 $0.00 Yes College/ University Representative Satellites Transfer (T) $00.00 $00.00 $00.00 $0.00 See AAUW Ohio Bylaws, Membership and Dues, Partner section. $00.00 $11.00 Members of satellite branches or affiliate satellites pay dues, according to their AAUW membership category If coming from another branch If national member joining Ohio

7 Write Melissa a note to explain Is the DUAL s primary branch in Ohio? Is the T a transfer From another branch? A national member who is joining a branch? Are you adjusting payment from a previous report? A credit from an overpayment? Paying money owed?

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10 3 Ways to report and pay national 1. Use paper BDR or ADR form 2. Use the MDS (Membership Data Service) 3. Use the MPP (Membership Payment Program)

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15 What branch FO and Ohio FO can do here Process dues report Change member record info See branch or Ohio status re forms filed File annual group tax exemption form Contribution form Officer list -president Recruitment lists-pres. Opt in to MPP-president

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17 Additional Dues Report Process Submit and pay electronically or by mail Check box Update member info Update to MBL

18 For branch finance officer Counts number of members Calculates dues Will invoices also with link to payment page Gives choice of how to pay Gives choice to pay only national and state dues For branch member Easy to pay online, 24/7 Invoice link completes your login

19 President must opt-in

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21 Additional Dues Report Process Submit and pay electronically or by mail Check box Update member info Update to MBL

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23 You can send invoices to those who haven t renewed The invoice has a link to the individual s renewal page no login needed!

24 Data partially filled in form

25 notification, no paper form, to state FO FO must log in to see details

26 Planning should begin in April or May Ask board members and committees Their plans for next year How much money they will need Your budget will be an agreement Your board agrees to allow payments up to the agreed line item amount Anyone wanting to exceed a line item amount must get board approval

27 Budget committee writes a proposed budget

28 FO gives a copy of the budget to each board member before the summer board meeting Moves adoption of the proposed budget (no second needed if it s from a committee)

29 Finance Officer s Tool Kit search aauw.org Eight Leader Essentials for Finance Officers search aauw.org Webinar for finance officers sign the pad and I will you the link 3oza70pkur/?launcher=false&fcsContent=true&pb Mode=normal

30 Patricia Williams, Ohio FO for budgeting and reporting (513) Melissa Marino Christine Siebeneck Nancy Stellhorn