GREAT NORTHERN DISTRICT, UMW

Debbie Cole, Treasurer

Local UMW Treasurer Training

BASIC GUIDELINES FOR THE TREASURER

Open a checking account in the name of United Methodist Women.

Obtain the tax-exempt identification number from the

Ca-Nv Conference UMW treasurer

OBTAIN THE FOLLOWING RESOURCES:

A Ledger Book

Local Remittance Form

Pledge Card

“WHERE THE MONEY GOES” brochure

[link from Great Northern District webpage]

File all signed pledge cards until next Pledge Service.

Record contributions received at meetings and other

occasions.

Write checks for all aproved disbursements.

Send all funds, except those designated for mission

locally and for local Administration and Membership

Development (AMD),to the DISTRICT TREASURER

You will receive forms required for remittances.

SEND REMITTANCE, Approved by unit, promptly to the

DISTRICT TREASURER

Quarterly remittances are due to the district treasurer by the first Friday of

March, June, September and December

“Empty the treasury” at the end of the year after keeping minimum amount necessary to

carry the unit into the first few months of the year.

QUESTIONS

CLARIFICATION

INFORMATION

Contact:

Debbie Cole, Treasurer

www.cnumw.org

(click) About|District|Great

Northern District