I need a Treasurer's Report template for a non-profit Board Mtg

G

Ginger

I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
 
G

Ginger

There has never been a previous Treasurer - no one on the Board knows of any
template form that we can use.

JoAnn Paules said:
Why don't you ask the previous treasurer what she used?

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
 
M

Mary Sauer

Ideas
http://office.microsoft.com/en-us/templates/results.aspx?qu=financial+forms&av=TPL000

Word has a host of forms in their templates, maybe you can adapt one.

--
Mary Sauer MSFT MVP
http://office.microsoft.com/


Ginger said:
There has never been a previous Treasurer - no one on the Board knows of any
template form that we can use.

JoAnn Paules said:
Why don't you ask the previous treasurer what she used?

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
 
J

JoAnn Paules

I belong to a non-profit group and both chapter and region treasurer's give
a very brief report, no template. Juat how much money we started with, spent
$x, took in $x, now have $x.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
There has never been a previous Treasurer - no one on the Board knows of
any
template form that we can use.

JoAnn Paules said:
Why don't you ask the previous treasurer what she used?

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
 
G

Ginger

Thanks for the information - I remember years ago that Treasurer's Reports
were just what you say - four lines of information. I have been assuming
that over the years and with all the new software that these simple reports
would have evolved into a template format. However, learning today that no
template is provided, I will proceed with the expected "four line" report and
thank you to all of you for your input!

JoAnn Paules said:
I belong to a non-profit group and both chapter and region treasurer's give
a very brief report, no template. Juat how much money we started with, spent
$x, took in $x, now have $x.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
There has never been a previous Treasurer - no one on the Board knows of
any
template form that we can use.

JoAnn Paules said:
Why don't you ask the previous treasurer what she used?

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


I am the newly elected Treasurer of the Board Of Directors for a local
non-profit entity. Please, does anyone have a standard template for an
acceptable Treasurer's Report?
 
J

JoAnn Paules

If your board wants something else, they can tell you what they expect to
see and you can take it from there.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
Thanks for the information - I remember years ago that Treasurer's Reports
were just what you say - four lines of information. I have been assuming
that over the years and with all the new software that these simple
reports
would have evolved into a template format. However, learning today that
no
template is provided, I will proceed with the expected "four line" report
and
thank you to all of you for your input!

JoAnn Paules said:
I belong to a non-profit group and both chapter and region treasurer's
give
a very brief report, no template. Juat how much money we started with,
spent
$x, took in $x, now have $x.

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


Ginger said:
There has never been a previous Treasurer - no one on the Board knows
of
any
template form that we can use.

:

Why don't you ask the previous treasurer what she used?

--
JoAnn Paules
MVP Microsoft [Publisher]

~~~~~
How to ask a question
http://support.microsoft.com/KB/555375


I am the newly elected Treasurer of the Board Of Directors for a
local
non-profit entity. Please, does anyone have a standard template for
an
acceptable Treasurer's Report?
 

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