Finance FAQ's

What do you keep in financial files?

* Canceled checks (routine) should be kept for 8 years.
* Canceled checks (important e.g. taxes, property purchase) should be kept permanently.
* Correspondence (general) should be kept for two years.

Look in Guidelines for Chapter Treasurers for more items and the legal retention periods.

Need a sample budget?

Budget worksheets are routinely distributed at Finance Committee workshops at International Convention and Regional Conferences.

Look for answers in the Guidelines booklet distributed to each chapter treasurer.
Contact your state organization treasurer or international headquarters if you still have any unanswered questions.

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