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CLUB TREASURER ROLE AND RESPONSIBILITIES

On 1 July, you officially take office as Club Treasurer.
Your experience and workload will depend on THE SPONSOR OF A NEW
your Club’s size and activity and your familiarity MEMBER
with Rotary and your new responsibilities. Your
responsibilities as Club treasurer include. The bylaws of Rotary clearly outline the
procedure for a prospective member to be
• Managing funds
proposed for Rotary Club membership. The
• Collecting and submitting dues and fees “proposer” is the key person in the growth
and advancement of Rotary. Without a
• Reporting on the state of your Club’s finances sponsor, an individual will never have the
• Working with The Rotary Foundation opportunity to become a Rotarian.

• Developing a budget The task of the proposer should not end
merely by submitting a name to the Club
• Preparing Your successor secretary or membership committee. Rotary
To prepare for your term, learn what will be has not established formal responsibilities
expected of you by the Club’s board of for proposers or sponsors, however, by
directors and members, your District, and Rotary custom and tradition these procedures are
recommended in many Clubs.
International. It is recommended that you assist the
outgoing Club treasurer before taking office to The sponsor-should:
better understand your role. Ask questions such as : Invite a prospective member to several
meetings prior to proposing the individual
• How are the bank accounts set up ?
for membership.
• How do Club members pay dues?
Accompany the prospective new member
• Does the Club have any outstanding debt? to one or more orientation / informational
meetings.
• What is the budget for the coming year? How
was it established? Introduce the new member to other Club
members each week for the first month.
• How are funds allotted for Club committees?
Invite the new member to accompany the
• What kind of accounting system is in place for sponsor to neighboring Clubs for the first
bookkeeping? How are financial records kept? make-up meeting to learn the process and
observe the spirit of fellowship.
• What paperwork needs to be filed with the
Club board, District, RI, or local government Ask the new member and spouse to
(e.g., for changes to bylaws, taxes)? accompany the sponsors to the Club’s social
activities, dinners or other special occasions.
To further prepare, attend the treasurer training
Urge the new member and spouse to attend
sessions at District Assembly. This meeting is a good
the District conference with the sponsor.
place to network with Rotarians who could assist you
during your term, including your assistant Governor Serve as a special friend to assure that the new
and District finance committee members. Consult member becomes an active Rotarian.
with incoming and outgoing treasurers in other When the proposer follows these guidelines,
Clubs to compare your responsibilities, reporting, Rotary becomes stronger with each new
requirements, and accounting procedures. member.

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