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Finance Basics for Scout Units: Difference between revisions
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<p>Your '''Scout Unit Budget''' must be ready for the start of the new fiscal year and approved by the Scout Unit Committee. The budget sets the guidelines for 1) funds needed to be raised and 2) cost parameters for all activities for the year. | <p>Your '''Scout Unit Budget''' must be ready for the start of the new fiscal year and approved by the Scout Unit Committee. The budget sets the guidelines for 1) funds needed to be raised and 2) cost parameters for all activities for the year. | ||
* '''[https://docs.google.com/spreadsheets/d/1y9EvjlbdPJ8aq8EXFqq1LEDgtoZnNOgHWCKN5UQpHrE/edit#gid=0 Budget Template for Scout Troops]''' - Sample Annual Budget. | * '''[https://docs.google.com/spreadsheets/d/1y9EvjlbdPJ8aq8EXFqq1LEDgtoZnNOgHWCKN5UQpHrE/edit#gid=0 Budget Template for Scout Troops]''' - Sample Annual Budget. (Packs, Crews and Ships can use a similar format.) | ||
=== Budget Basics === | |||
Prior to setting a budget, your troop committee needs to preset the major priorities of the unit for the year - Pinewood Derby, Summer Camp, Snow trip, major service project. Then determine the cost of each of those major events. Knowing the cost of your program you can start setting revenue targets. | |||
=== Donations === | |||
One of the duties of the Treasurer and/or his/her Assistant is to identify "Friends of the Pack" (Troop, Crew, Ship, etc) who are willing to make donation to help the program. There are a number of civic groups in each community that have a stated purpose to help support youth programs. | |||
(Kiwanis, Moose Lodge, Elks Lodge, Veterans groups, Local city government, etc.) | |||
=== Operation Reserve === | === Operation Reserve === | ||
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== Fundraisers == | == Fundraisers == | ||
* See Main Article ''[[Fundraisers for Scout Units]]'' | * See Main Article ''[[Fundraisers for Scout Units]]'' | ||
* '''[https://scoutingmagazine.wordpress.com/category/fundraising/ Fundraising Rules Tips]''' - Scouting Magazine 2014. Solicitation of "tips"/donations by youth is not allowed. | |||
* '''[https://www.jacklinks.com/ JackLinks]''' - Beef Jerky Scout Fundraising Kits | |||
* '''[https://www.signupgenius.com/groups/scout-fundraising-ideas-beyond-popcorn-girl-scout-cookies.cfm 30 Fundraising Ideas for Scouts] - SignUpGenius - | |||
== Scout Accounts == | |||
* '''blog.scoutingmagazine.org/2014/12/03/individual-scout-accounts/''' - BSA Offers guidance on individual scout accounts. (2014- Bryan on Scouting.) | |||
* '''blog.scoutingmagazine.org/forums/topic/individual-scout-accounts/''' - Scouting Forum (2016) Questions on Scout Accounts. | |||
== Unit Membership Dues == | == Unit Membership Dues == | ||
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* '''[https://docs.google.com/spreadsheets/d/1DbnMXXjSGi6__Q7GzZ9DMbBZiuD6eNReDdxAasPVysk/edit#gid=0 Expense Voucher for Scout Units]''' - Online Template | * '''[https://docs.google.com/spreadsheets/d/1DbnMXXjSGi6__Q7GzZ9DMbBZiuD6eNReDdxAasPVysk/edit#gid=0 Expense Voucher for Scout Units]''' - Online Template | ||
* '''[https://docs.google.com/spreadsheets/d/1OMtvQYe2igQkzR0J30b2B0ShduZQFTlRu3IRFZc7Uu8/edit#gid=0 MonthEnd Bank Reconciliation for Scout Units]''' - | * '''[https://docs.google.com/spreadsheets/d/1OMtvQYe2igQkzR0J30b2B0ShduZQFTlRu3IRFZc7Uu8/edit#gid=0 MonthEnd Bank Reconciliation for Scout Units]''' - | ||
== Treasurer Duties == | |||
# Help the pack committee and Cubmaster establish a sound financial program for the pack with a pack budget plan. | |||
# Open or maintain a bank account in the pack's name and arrange for all transactions to be signed by any two of the following: Cubmaster, pack committee chair, secretary, or treasurer. | |||
# Approve all budget expenditures. Check all disbursements against budget allowances, and pay bills by check. The pack committee chair should approve bills before payment. | |||
# Collect dues from den leaders at the pack leaders' meeting, preferably in sealed den dues envelopes. Open envelopes in the presence of den leaders. Give receipts for these funds, and deposit the money in the bank account. | |||
# Keep up-to-date financial records. Enter all income and expenditures under the proper budget item in the finance section of the Pack Record Book. Credit each Cub Scout with payment of dues. From time to time, compare the records with those of the den leaders to make sure they agree. # Give leadership in developing a coordinated recordkeeping system in the pack. | |||
# Be responsible for thrift training within the pack. Encourage each den leader to explain the pack financial plan to each youth and his or her family so that the youth will accept responsibility for paying dues and family members will be alert to opportunities for the youth to earn dues money and develop habits of thrift. | |||
# On the request of den leaders, sympathetically counsel with a youth who does not pay dues, determine the reason, and encourage regular payment. If the youht is unable to pay, work out a plan with the Cubmaster and pack committee so that the youth can earn dues. | |||
# Periodically report on the pack's financial condition at the monthly pack leaders' meeting. Make regular monthly reports to the pack committee at the pack leaders' meeting, and report to the chartered organization as often as desirable on the financial condition of the pack. | |||
# Provide petty cash needed by leaders. Keep a record of expenditures. | |||
# Guide the pack in conducting council-approved pack money-earning projects. | |||
== See Also == | == See Also == | ||
Providing a year-round, quality Scouting program should be the goal of every Scouting unit. The Ideal Year of Scouting helps you develop an annual program plan, a budget to go along with that plan, and a fundraising plan to reach your program goals. The result is a well-managed, well-financed Scouting unit. | |||
* '''[https://scoutmastercg.com/scouting-and-money/ Scouting and Money]''' - scouting CG | |||
* '''[https://filestore.scouting.org/filestore/financeimpact/pdf/Fiscal_Policies_and_Procedures_for_BSA_Units.pdf Fiscal Policies and Procedures for BSA Units (PDF)]''' - | |||
* '''[https://www.bsacac.org/my_files/15-16%20program%20planning%20packet/unit_fiscal_policies_052009.pdf BSA Fiscal Policies]''' - | |||
* '''[https://www.hoac-bsa.org/ideal-year-of-scouting Ideal Year of Scouting]''' - Scout Unit Annual Planning Tools - | |||
* '''[http://www.magnificentsevens.org/docs/Resources/TroopCommitteeGuidebook/TroopCommitteeGuidebook.pdf Troop Committee Guidebook]''' - Downloadable PDF | |||
* '''[https://www.bsacac.org/resources/unit-finance/ BSA Budget Planning Basics]''' - | |||
* '''[https://www.bsacac.org/my_files/unit_treasurer_guildelines_-_dianas_revision.pdf BSA Unit Treasurer Guidelines]''' - | |||
== References == | == References == | ||