Club dues tracker spreadsheet
A ready made spreadsheet that works out who has paid, who is due soon and who has lapsed.
Helps with: Keeping one honest list of members and payments, and seeing at a glance who to remind.
Free resources
Free tools for the people who keep clubs running
Spreadsheets, checklists and templates for treasurers, secretaries and membership chairs. Free to download, no email needed, and yours to change.
Dues and money
Spreadsheets and reports for the person who looks after the money.
Club yearly budget template
A budget spreadsheet with income by source, expenses by category, and actual against budget worked out for you.
Helps with: Planning the year, and showing the board where the money really went.
Treasurer's monthly report template
A one page report for board meetings: opening balance, money in, money out, closing balance and a bank check.
Helps with: Giving the board a clear picture every month, in a format that takes ten minutes to fill in.
Event budget and ticket tracker
A spreadsheet to plan an event's costs, find the break even ticket price and track every ticket sold.
Helps with: Knowing before the event whether it will cover its costs, and afterwards whether it did.
Members
Signing people up, welcoming them and asking them to renew.
Membership renewal email and letter templates
Four ready to send messages: a first reminder, a second reminder, a last call and a thank you.
Helps with: Asking members to renew without sounding pushy, and thanking them properly when they do.
Membership application form
A one page sign up form: contact details, membership type, household, email consent and payment.
Helps with: Signing up new members on paper at events and meetings, with everything the treasurer needs in one place.
New member welcome letter
A warm welcome for new members by email or letter, plus a short check in for their first month.
Helps with: Making new members feel part of the club in their first weeks, which is when most decide whether to stay.
Membership card template
Printable membership cards, ten to a page, with space for the member's name, number and paid through date.
Helps with: Giving members something to show at the door or at partner shops, without ordering printed cards.
Meetings and officers
Minutes, elections and a clean handover when the job changes hands.
Club treasurer handover checklist
Everything the outgoing and incoming treasurer should pass across, so nothing gets lost when the job changes hands.
Helps with: A clean changeover: bank signers, records, logins, insurance, filings and the first month.
Meeting minutes template
A clean template for board and member meeting minutes, with motions, votes and action items.
Helps with: Recording what was decided, how people voted and who does what next.
Officer nomination form and election ballot
A nomination form, a printable ballot and a tally sheet for your annual election.
Helps with: Running a fair, simple election that leaves a clear record behind it.
Filings and policies
The IRS, your bylaws and the records worth keeping. Facts and samples, never advice.
The IRS 990-N, in plain words
Who files the e-Postcard, when it is due, what it asks and what happens if a club misses it.
Helps with: Filing every year on time, so your club keeps its tax exempt status.
Sample dues wording for bylaws
Plain example clauses for dues, renewal dates, grace periods, households and life members.
Helps with: Writing a dues section members can understand and the treasurer can actually follow.
Donation thank you letter template
Thank you letters with the IRS wording for gifts of $250 or more, and for payments over $75 where the donor got something back.
Helps with: Thanking donors warmly and giving them the written acknowledgment they may need at tax time.
Conflict of interest policy sample
A short sample policy written for small clubs, with a yearly statement for board members to sign.
Helps with: Handling decisions where a board member has a personal stake, and keeping a yearly record of it.
Records retention schedule for clubs
How long to keep each kind of club record, from bank statements to minutes, in one table.
Helps with: Knowing what to keep, what can safely go, and what never to throw away.
Made by renuzy, dues done easy. renuzy collects dues, sends renewal reminders and keeps your member list for clubs, associations and member groups.
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