Record Keeping

1
Record Keeping

• TM145
• Facilitators Ed Borsuk and Marv Cross
• June 30, 2007

2
Advanced Leader Bronze

• Competent Communicator
• Competent Leader
• Club Officer
• District sponsored Club Officer Training
• Club Success Plan
• 2 Scripted presentations from either Successful
  Club or Leadership Excellence Series

3
Club Success Plan

• Achieve goals of the members
• Achieve Distinguished Club Plan recognition
• Achieve local goals such as contests, membership
  and public relations

4
Distinguished Club Program

• 4 points Member Communication Awards
• 2 points Member Leadership Awards
• 2 points Membership Growth
• 1 point Officer Training
• 1 point Club Officer List and Membership Renewals

5
Fundraising

• Allowed but restricted to offset costs for
  education sessions and to raise funds to further
  Toastmasters International purpose as an
  educational organization
• Federal Form 990 to be filed if gross income
  exceeds 25,000
• Federal Form 990T to be filed if gross income
  from unrelated sources exceeds 1,000

6
Tips

• Debit Card linked to Club checking account
• Add members on-line
• Membership renewals on-line
• Order from TI on-line
• Spreadsheet to balance checkbook
• Word processing software for all minutes
• Use Agenda to take meeting notes
• Prepare meeting minutes promptly

http//www.toastmasters.org http//district53toast
masters.org