TSO HQ: International HQ:Leesa Cole, State Treasurer tsotreas@sbcglobal.net International Web Site: www.dkg.orgCheryl Crawford, Exec. Sec. alphasttx@sbcglobal.net Phone: 512-478-5748Deborah Thomas, Exec. Asst. txexecasst@sbcglobal.net Mailing: 416 West 12th Austin 78701

TSO Web Site: www.dkgtexas.orgPhone: 972-930-9945Mailing: PO Box 797787 Dallas 75379

Welcome to Chapter Treasurer Training 2019

2019-21 Finance Committee AssignmentsTerrie Cardwell-Areas 1, 2, 17Kathryn Wright-Areas 3, 11, 12Sallie Frederick-Areas 4, 5, 6Lynda Jackson-Areas 7, 8, 9Ella Gauthier-Areas 10, 16, 18Susan Harmon –Areas 13, 14, 15

mailto:tsotreas@sbcglobal.nethttp://www.dkg.org/mailto:alphasttx@sbcglobal.netmailto:txexecasst@sbcglobal.nethttp://www.dkgtexas.org/

Mark Your Calendar: Important Deadlines

2019

June 30 2019-20 Chapter Dues Collected

Submit dues online, send portions to International & TSO

July 1 990N ePostcard filing opens

July 15 Form 15 Annual Treasurer’s Report Due

Member emails & other information updated in Dues Portal

July 30 Dues paid to International & TSO

August 1 1st email reminder from International to members with dues unpaid

September 1 2nd email reminder

September 10 Last dues for returning members paid to International & TSO

October 1 Unpaid members dropped

November 15 990N ePostcard filing deadline

2020

January 1 New members pay ½ dues

April 1 Contributions due to TSO for ASTEF and Eula Lee Carter for convention recognition

Begin collecting dues for 2020-21 - new members pay full dues for this membership year

April 15 New member info submitted online & dues paid for TSO membership recognition

May 1 TSO membership snapshot for membership awards

June 30 2020-21 Chapter Dues Collected

July 15 – Form 15 Annual Report of Chapter TreasurersState Treas. report to International relies on your report

• Interactive form available via My DKG Account at Chapter Connect

• Email to: Deborah Thomas or Leesa Cole

• Mail to: TSO HQ

• Updated form includes section for Total Dues Collected for 2019-2020

July 1 – November 15 – 990N ePostcard

Recommended: File in July-August

Not recommended: file in November www.irs.gov/990N

• File yearly to maintain income tax filing exemption

• File directly with the IRS - online only

• Links and resources on the TSO web site / Treasurer’s Page

• Keep a copy of the accepted filing in chapter treasurer files

• No need to send a copy to TSO HQ – we can check status online

http://www.irs.gov/990N

April 1 – Contributions to TSO for Convention RecognitionIndividual and Chapter contribution forms are found on the DKG Texas web site

Mail contributions to TSO HQ

ASTEF has 3 funds for receiving contributions – Scholarship, Leadership, Projects• Contributions can be Chapter or Individual and designated as Memorials, Honorariums,

$1 or $2 per chapter member

• Contributions to ASTEF provide funding for TSO Scholarships, TSO Leadership Seminar, ASTEF Aspiring Educator Grants and ASTEF Project Stipend Grants

The Eula Lee Carter Memorial Fund was created to honor Dr. Eula Lee Carter• Scholarships are awarded to members residing in a Latin American country in the

Southwest Region who are pursuing educational advancement.

• Contributions can be Chapter or Individual and designated as Memorial or Honorarium.

Sign in to the International web site

www.dkg.org

USER NAME: Your

membership number

PASSWORD: can’t

publish this online, call

TSO or your chapter

president if needed

Recommended:

Change the password

to one of your choice in

your My DKG Account.

Open My DKG Open Chapter ConnectOpen Pay Dues

Order Management Mark members paid and submit orders to International

Member ManagementEdit member information

Add/Transfer Search for members to add to or transfer into your chapter

Order Management: View order status, mark & submit members as paid.

Orders processed by International

Orders submitted but not yet processed by International

Members not yet submitted as paid

Order Management: Create an order to submit

1.

1. Select members that have paid dues2. Verify the number of members in the

New Batch Totals area3. Click Create Order

2.

3.

4. Select “I have reviewed…”5. Click Submit6. See the Order Summary7. Print the Order Summary

Order Management: Review & submit order

4. 5.

6.

7.

Print 3 copies of the Order• Keep a copy for your records• Mail a copy with a check for

dues to International

• Mail a copy with a check for dues & fees to TSO with a copy of the TSO scholarship & inductee fee calculation form

International payment details

Order Management: View order status. Contact International with questions about orders.

• Click on the order number to open an order and view details or print again.• Orders will move to the Paid section once International has received &

processed payment.• Check the status of orders before the end of July, August & September.

Dues Collection Timeline• June 30 – Member dues collection deadline (chapter). Begin

collecting in April, May and June for 2019-2020 membership year.

• July 1 – Chapters begin sending dues to International and State Organization ( separate checks to each entity for respective portion)

• August 1 – Automated notices are emailed to members whose dues have not been paid. Email reminders will also be sent to all treasurers to remind them to reach out to members who have not paid dues.

• September 1 – Second automated notices are emailed to members whose dues have not been paid. Email reminders will also be sent to all treasurers to remind them that members who have not paid dues will be dropped on October 1 if dues are not received.

• October 1 – Members who have not paid dues will be dropped

Member Management: Forms NeededNumbered forms are found on the International web site under Members.

The TSO Scholarship form is found on the DKG Texas web site on the Treasurer’s page.

Chapter treasurer uses to enter data, sends a copy to TSO (members fill out form)• Form 81, New Member• Form 83, Reinstated• Form TR-A, Transfer Request into your chapter

Chapter treasurer uses to enter data, sends a copy to TSO & International (treasurer fills them out) – forms also found at Chapter Connect• Form 6, Report of a Death• Form 18A, Report of Members Dropped

TSO Scholarship & Inductee Calculation Form - chapter treasurer fills out and send to TSO with dues payments

Order Management Mark members paid and submit orders to International

Member ManagementEdit member information

Add/Transfer Search for members to add to or transfer into your chapter

Member Management: Edit member information

Member Management: Edit member information

Member Type: Active, Reserve, Collegiate, Honorary

Member Status: Active, Dropped

Edit member information

Edit Member Information: Member Type, Contact Information, Demographic Information

Enter only 1 mailing address

Updated emails are a top priority.

Put a phone number in the home phone field so that a number shows on the roster in Chapter Connect.

Member Management: Add - New Members, Transfers, or Reinstates

Search for the member Explore the results

Member Management: Add - New Members, Transfers, or Reinstates

1. Explore the results of the search for a match.

2. If the results match, continue the transfer or reinstate.

3. If no results match, continue adding the new member.

1.

2. 3.

Member Management: Add - New Members, Transfers, or Reinstates

Member Management: Confirm the Transfer or Reinstate

Follow the screen prompts to:

• Update member information• Update member type• Place her in your chapter

Enter only 1 mailing address

Updated emails are a top priority.

Member Management: Add New Members

Enter as much information as you can about her from the New Member, Transfer or Reinstate Form.

Remember to fill in the home phone field.

Member Management: Add New Members

Select the appropriate Membership Type and click Submit to finalize.

Verify that the new member shows in Member Management list after clicking Submit.

You should also see her listed inyour roster at Chapter Connect