Fiscal Year Change Process Information

In June 2018, the TU Board of Trustees voted to change TU’s fiscal year, including that of all TU chapters and councils, moving the fiscal year to April 1 through March 31. The transition to the new fiscal year for TU’s chapters and councils will be supported by national.

For information about what this process will involve for your chapter or council and what resources are available, review the Fiscal Year Change Process FAQ and Timeline document.

TU will file an application for a change of accounting period with the IRS on behalf of the entire exempt group. All chapters and councils will be required to submit a TU Subordinate Fiscal Year Change Authorization Letter to the IRS authorizing TU to include the chapter or council in the group application by Feb. 15, 2019. Staff will collect the signed copies for all chapters and councils to submit to the IRS. This letter should be signed by each chapter and council and e-mailed to Nick Halle at 


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 events:

In-Person Trainings:

2021 Annual Meeting
Due to increasing COVID-19 concerns and projections, the 2021 Annual Meeting is cancelled.

2021 Regional Rendezvous
Due to increasing COVID-19 concerns and projections, the 2021 Regional Rendezvous are postponed.

Online Trainings:

View past training recordings or join an upcoming live, online webinar, held at 8 p.m. EST unless otherwise noted.

February 23 — Virtual Advocacy: Using Online Petitions to Grow Impact (8PM)

March 4 — Filing the NEW Annual Activity Report & IRS Reporting Requirements (8PM)

March 15 — Embrace A Stream Grant Training (8PM)

March 29 — Effective Digital Communications During COVID (8PM)

April 8 — TU Event Registration Tools to Better Manage and Promote Your Activities (8PM)


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