Financial Controls and Reporting

TU is a publicly supported 501(c)(3) organized under a group exemption and because of this the IRS requires that each chapter and council under the exemption have its own employer identification number (EIN) and file its own tax forms with the IRS.

Chapter and council volunteers work hard to raise funds for conservation and related purposes, and one of the most important responsibilities of chapter and council officers is to safeguard and protect those funds so they are used for the purposes for which they were raised. The resources in this section are designed to help you set up systems to safeguard those funds and other chapter and council assets, and ensure your chapter or council is in compliance with TU and IRS reporting regulations.

Financial and Property Controls Policy

Personal Property Inventory Sample Spreadsheet

Fiscal Year Change Process Information

Filing the TU Annual Financial Report

Securely Processing Credit Cards

Federal Tax Filing Requirements

State Filing Requirements


EVENTS & TRAININGS

TU Volunteer Leaders trainings are a powerful way to connect with resources, learn from fellow volunteers and grow your impact locally. Join us for the following in-person and online events:

In-Person Trainings:

 

Online Trainings:
View recordings of past webinars online at www.tu.org/training. Online webinars are held at 8 p.m. EST unless otherwise noted.

  • April 1 – Annual Financial Report & IRS Training (8PM)
  • April 3 – TU Social Hour: Volunteer Community Conversation with Chris Wood (5PM)
  • April 6 – Leaders Roundtable: Communications Tools & Tips (12PM)
  • April 7 – Connecting with Members During COVID-19 (8PM)
  • April 9 – Using TU’s New Online Fundraising Tools (8PM)
  • April 14 – Leaders Roundtable: Membership Engagement (2PM)
  • April 21 – Organizing a Leader Recruitment Committee (8PM)
  • April 22 – Leaders Roundtable: Leadership Development (4PM)
  • April 30 – Leaders Roundtable: Fundraising Tools & Tips (8PM)
  • May 5 – Generating & Prospecting Leadership Leads (8PM)
  • May 7 – Keeping Conservation Going this Summer (8PM)
  • May 19 – Innovations Driven by COVID – Tactics & Technology (8PM)
  • June 4 – Planning for the Fall: What Activities Work Best (8PM)

CONTACT VOLUNTEER OPERATIONS

Your Volunteer Operations Staff is here to help! 

Nick Halle
Volunteer Operations Coordinator
(703) 284-9425
Contact Nick for:

  • Volunteer Leader Login Issues
  • Insurance Requests / Questions
  • Fundraising Program & Support
  • Membership Recruitment Tools
  • L.L. Bean Rod Donations


Lisa Beranek

Leadership Development Manager
(907) 205-0974
Contact Lisa for:

  • Leadership Recruitment & Development
  • Embrace A Stream Grants Program
  • Strategic Planning Support
  • Diversity Event Planning