Treasurer's Briefcase

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Rotary International Resources

TREASURER

Club Support and Financial Representatives

District Resources

Audit Requirements/Taxes

HST Information

HST Chart

Budget Worksheet (example)

As club treasurer you play an important role in your club’s ability to carry out service projects, fundraise, and support The Rotary Foundation.

What you do

Manage club funds
Collect and submit dues and fees
Report on the state of your club’s finances
Work with The Rotary Foundation
Pay or view your club invoice. Your club invoice is based on the number of members in Rotary's database for your club as of 1 July and 1 January. Rotary International club dues invoices are sent to the Club President, Secretary and Treasurer.

How to prepare

Club T rea su r er Essentials (My Rotary > Learning Centre > Club Leadership Courses.
Attend Presidents Elect Learning Seminar (PELS)/Rotary Weekend - Treasurer Session.
Work with outgoing treasurer, District Secretary, Assistant Governor and Club President/President Elect.

Tools

Pay your club invoice (Rotary International Dues)
ClubRunner How To's [Member Area] - complete list
How to access Rotary Club Central [My Rotary]
How to view information in Rotary Club Central [My Rotary]

DISTRICT DOCUMENTS

A complete set of District documents, files, forms, etc. are filed under the Member Area > Administration > Document Download. The access level for each item is designated as either Public or Requires Login. The key documents that are designated as public can be accessed from the website (without logging into the Member Area).

MY ROTARY
My Rotary provides an extensive amount of resource material, supporting documents and information Club Presidents and club members. How to create a My Rotary account.