The MoneyMinder Blog
Insights and strategies for volunteer and nonprofit treasurers
The Treasurer’s Report: Everything You Need to Know
The Treasurer’s Report is a critical document for any nonprofit, no matter the size. Many large nonprofits have an accountant they may work with to generate this report. But for smaller nonprofits — booster clubs, PTOs, PTAs, sports teams, charities, associations, clubs and more — it’s a volunteer treasurer that is compiling and presenting the…
Robert’s Rules of Order Cheat Sheet for School Group Meetings (PTO, PTA, Booster Clubs)
For many involved in school-based groups like Parent Teacher Organizations (PTO), Associations (PTA), Booster or Extracurricular Clubs, attending meetings can sometimes feel like wading through a sea of either formalities or chaos, depending on the nature of your group. The Importance of Structure When it comes to running a successful school group meeting, having a…
How to Create Effective Standing Rules for Your PTO
As an essential component of organizational governance, standing rules play a vital role in maintaining continuity, clarity, and efficiency within your Parent Teacher Organization (PTO) or Association (PTA). Whether you are creating or revising your PTO’s standing rules, let’s explore how to get started. What are Standing Rules? A list of standing rules help to…
What are the IRS Requirements for Keeping Nonprofit Meeting Minutes (Tax-Exempt and 501(c)(3) Organizations)?
501(c)(3) board members make sure an organization follows the rules, looks after its money, and plans for its future. Board members need to be honest, and the IRS has published guidance in their Good Governance Practices document to guide them. This document underscores the IRS’s belief that a well-governed organization is more likely to operate…
10 Tips for Masterful (and Meaningful) Meetings for Small Nonprofit Groups
Is your small nonprofit group (PTA, Boosters, Scouts, Service or Social Club) struggling to make the most out of board meetings? We’ve got you covered. Let’s walk through 10 invaluable tips for conducting masterful nonprofit meetings that will elevate the impact of your endeavors. Make Every Meeting Count Meetings play a pivotal role in the…
What Should a Nonprofit Secretary Record at a Meeting?
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast, with audio/video below. Welcome to the Two Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder. Adam writes: Our meeting minutes in the past have not always been kept consistently. I’m the new Secretary of our PTA. Other…
It’s Your First PTA Meeting of the Year. What do you do?
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel with MoneyMinder where we’re hoping to make your life as a volunteer way easier. Alexis writes: I’m nervous about my first board meeting. Can you explain what I…
Zoom Meeting Ideas for Scouts to Stay Connected
From integrating girls and boys together, to incorporating new technologies, Scouts have really come a long way. Speaking of new technologies, many Scouts are finding ways to stay connected even while they aren’t physically together. Although the nature of Scouting is still highly personable, there are times when a virtual connection is appropriate. Let’s explore…
How to Present the Treasurer’s Report at Your Next Board Meeting
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip Podcast. I am your host, Cyndi Meuchel, co-owner of MoneyMinder, where we’re hoping to make your life as a volunteer easier. Today I’m answering the following question: How do I present a Treasurer’s Report at my board meeting.…
Generating Nonprofit Financial Statements for Your Small Group
So, you’ve been elected Treasurer for your PTA, Booster Club, Rotary or Sports League. Even if you aced accounting in college, this responsibility isn’t to be taken lightly. Providing a nonprofit financial statement is an absolute must. Here’s why. Your board members and/or key stakeholders need to know what has changed with the finances since…
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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