2020 Financial Activity Report Training

If you have questions regarding Girl Scout finances, please contact the Service Unit Financial Consultant, Joyce Volino at Joyce.Volino@gmail.com.

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. Contact Finance Consultant to determine if an existing bank account is available for use or if a new account must be opened. Once you are up and running keep track of all finances through the Volunteer Tool Kit. You are required to submit a Troop Finance Report annually. Suggestion: it is much easier to log expenses and reconcile accounts as you go through the year than it is to pull it all together just before the deadline to submit your report.

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

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.

Volunteer Essentials

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.

• The Troop Finance Report should cover financial activity through April 30. The preferred date range of financial activity for this first digital submission is 10/1/18 - 4/30/19.

• The Troop Finance Report must be submitted between May 1 and June 1 and can only be submitted once.

• In order to complete the Troop Finance Report, troops must have an electronic copy of their most current bank statement to attach to the report. Troops may already receive electronic copies from the bank, they may scan a copy, or even take a photo of the statement and attach.

• Troop Finance Reports will be reviewed by the council office.

• Troops that do not submit Finance Reports by the June 1 deadline will be followed up by the council and may be subject to a troop audit, volunteer removal and/or troop disbandment.

Dollar General Tax Exempt Certificate

Tax Exempt Certificate

• Non-Profit Organization Application-Modification - use this form to open a new account or add signers to an existing account. Note: The address on this form should be that of the leader receiving the bank statement.

• Non-Profit Organization Authorized Signer - complete this form for each new signer that is NOT already a member of PFCU. Note: you must attach a copy of Government ID

• Non-Profit Organization Remove Authorized Signers - use this form remove signers from the account