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To prepare for your nonprofit group treasurer's report, you'll need the following information:
- Balance at the beginning of the period
- Income for the period
- Expenses for the period
- Balance at the end of the period
- Any planned upcoming expenses
This is the digital age and you may want to save the expense and wastefulness of a printout. However, we do find it beneficial to somehow distribute a copy of the report to all stakeholders. This could be as simple as an email or a running doc in a shared drive. In addition, we recommend presenting your report on a big screen (monitor, etc.) so everyone can follow along with you.
View your guides below!
- Step-by-Step Guide to Giving a Treasurer's Report (Doc)
- Sample Treasurer's Report (PDF)
- Sample Script for Oral Treasurer's Report (Doc)
- Audio File of an Oral Treasurer's Report (M4a)
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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.
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