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Finance

If you have questions regarding Girl Scout finances, please contact the Service Unit Financial Consultant, Tom Albert at taalbert@rochester.rr.com or by phone 585.586.1067


Finance Guidelines of GSWNY



New Leader Finances

As the leader of a new troop participating in Council sponsored product sales and/or having over $50.00, you must open and report a bank account. The Finance Welcome Packet gives you all the information you need to get started.


Volunteer Essentials



Finance Policies

Please review the finance policies for Pittsford Girl Scout accounts at the Pittsford Federal Credit Union.

FINANCE UPDATE: There is a change to the finance reports: We now must have ALL months bank statements that show any activity for the account. In the past, we only needed the bank statement for the month of the report. This is to take effect immediately. Tom will work with the finance managers as the reports come in from now on.  Please contact Tom Albert with any questions taalbert@rochester.rr.com or by phone 585.586.1067


Fundraising Policies

Thinking of doing some additional fundraising with your troop this year? Review the fundraising policies to make sure your plans fall within the guidelines of the Girl Scouts of Western NY. Contact Tom Albert at taalbert@rochester.rr.com or by phone 585.586.1067 if you have additional questions.

Volunteer Essentials



Debit Card Policy

Troops are now able to request a debit card to access funds from their troop account. One card will be issued per troop, upon request. To understand the guidelines and process for obtaining a debit card for your troop, read the Policy for Debit Cards.



Finance Forms

The finance forms you will need are located in the Forms Library on the gswny.org website.

An Excel version of the Troop Income Expense Report is can be downloaded here. This is an updated version of the old Financial Activity Report. They both do the calculations for you! The new tool, however can be used in place of the two different spreadsheets that were developed to help you track your income and expenses during the year. Now, instead of going from one spreadsheet to another, they are all included in one place. To report out your finances, use the new Financial Activity Report to help make filling out the Income Expense Report easier.

You can still access the older tools here -- Detailed Cash Record -- Troop Financial Report.



Tax Exempt Forms

Dollar General Tax Exempt Certificate

Tax Exempt Certificate



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