Treasurer Tip Sheet

The treasurer is called upon for financial and strategic planning regarding the class funds. They should:

  • Review the class account statements for accuracy and understand all entries of income and expense
  • Review and/or approve requests from officers for reimbursements related to their volunteer work
  • Collaborate with the class president to determine what are acceptable uses of treasury funds and where caps must exist
  • Provide reports to class officers as needed or preferably twice per year
  • Provide insight and recommendations on how to use surplus class funds:
    • Engagement of classmates / gatherings / parties / athletic events / club events
    • Support 50th reunion and older
    • Support of officer training / CALC / RKO
    • Support of officer recognition – year 5
    • Mentoring younger classes
    • Add to scholarships / endowments
    • Fund class projects
  • After the 60th Reunion, the class will complete a treasury disposition form (a “class will”) that will determine how they will disburse any remaining class monies after they celebrate their 80th Reunion.