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Orvis / TU - Embrace A StreamTrout Unlimited's Embrace A Stream (EAS) grants program has been a powerful resource helping local chapters bring our mission to their home waters for more than four decades. At this year's 2017 Annual Meeting in Roanoke, we were thrilled to support 47 chapter-led projects from 22 states with more than $214,000 in grants. View a list of grant winners at

Now, thanks to a powerful commitment from our partners at Orvis, we're excited to tell you that these projects have chance to win an additional $50,000 in cash grants in the Embrace A stream Challenge – a special online contest running Nov. 6-12.

The Embrace A Stream Challenge is a fun, week-long online competition encouraging all of us to "give where you fish" and support local projects led by local TU members and volunteers like you. The premise is simple, TU and Orvis have each put up $25,000 and invited this year's EAS grant recipients to compete for those dollars.

But to win their share of the $50,000 prize pool, they need your help.

Please visit and from midnight on Nov. 6 through 11:59 p.m. on Nov. 12, consider making a donation of $10 or more to one or more of these important local projects and spreading the word with your own chapter's and council's members and supporters. You can read all about the projects, and find the rivers you love to fish, or the local chapter projects that inspire you to make an even bigger impact.

Every $10 donation you make can unlock prizes up to $1,000. Every $25 donation can unlock prizes up to $1,500. With more than 55 prizes up for grabs, every donation – no matter the size – makes a difference and can help our chapters bring critical conservation work to their home waters.

On Nov. 6-12, go to and "give where you fish."

Plan for Next Year's Embrace A Stream Program

Since 1975, the EAS program has awarded more than $4.6 million in grants to over 1,050 local chapter projects that bring TU's mission to the local level.

If your chapter would like to apply for next year's program, visit to learn about the program and view the resources and requirements for applying. You'll also want to save these dates to be sure not to miss any of the deadlines:

  • March 15 - Embrace A Stream grant program training call
  • April 15 - Deadline for initial contact with your regional EAS representative
  • May 15 - Deadline for draft application submitted to your regional EAS representative
  • July 15 - Deadline for final application submitted for your EAS proposal
  • Sept. 22 - EAS grant awards announced at the 2018 Annual Meeting in Redding, CA

Jeff Yates
Director of Volunteer Operations


Lisa Beranek Promoted to Leadership Development Manager for the Volunteer Operations Team

Lisa BeranekWe're excited to announce that Lisa Beranek, who for the last two years has been serving as our Pacific Northwest Volunteer Coordinator, has been promoted to a national level position within the Volunteer Operations team.

As the new Leadership Development Manager for Volunteer Operations, Lisa will be expanding the focus of her work to help chapters and councils across the country strengthen their organizational capacity as it relates to leadership development and advocacy so each is more successful in conducting TU's mission in their home waters.

She will also be a primary point of contact for all of your needs when it comes to support, guidance, resources and tools from Volunteer Operations.

Please join us in welcoming Lisa to the national Volunteer Operations team, and don't hesitate to reach out to her at or (907) 205-0974.

Rob & Kyle Promoted to Regional Field Positions

We're also thrilled to announce that Kyle Smith, the former Membership Engagement Manager for Volunteer Operations, and Rob Shane, the former Volunteer Operations Coordinator, have both taken new positions within TU where they will focus on more hands-on support and interaction with chapter and council leaders on the regional level.

Kyle, who has accepted the role of Oregon Field Coordinator, will continue to work with chapters and councils, just in a more focused territory and more directed towards policy and advocacy around protecting native and wild trout and salmonids in Oregon.

Rob, who has accepted the position of Mid-Atlantic Organizer, will be working to build a coalition of conservationists and sportsmen and women around critical efforts to protect conservation and oppose impacts to coldwater in the Mid-Atlantic region.

Feel free to send both Rob and Kyle congratulatory notes at and!


Deadline to file Your Chapter & Council Reports is Nov. 15

The Annual Financial Report form has opened and is available online in the Leaders Only Section on for treasurers and other chapter officers to complete. Beyond simply recording the revenue and expenses of our chapters, the Annual Financial Report and the Chapter Effectiveness Index questions on the form help tell the powerful story of all that we accomplish together each!

Please take the time now to go to the website and ensure you can log in to the Leaders Only Section so that you're ready to go once you are ready to file your chapter's report. If you encounter difficulty logging in, please email Jeff Yates at to get you up and running.

If you've never completed an annual financial report you'll want to read the Annual Financial Report and IRS Memo.

Additionally, please note that our Financial and Personal Property Controls Policy of 2015 requires all chapters and councils to have a Financial Reviewer in place who conducts a monthly, independent review of the organizations finances. Chapters and councils that do not have such a reviewer in places on or before Nov. 15 will not be eligible to receive the New Member Recruitment Rebate or Year-End Membership Rebate.

Please read the "How to Count a Volunteer Hour" guidance document, and share it with your chapter board members, so they can accurately report back their volunteer hours for the year.

Please be reminded that filing an annual financial report does not satisfy filing requirements for the IRS. 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 have their own employer identification number (EIN) and file their own tax forms with the IRS. Your IRS filings will be due on or before Feb. 15.


Supplemental Accident Insurance: Policy Covers Your Events, Members and Volunteers

Did you know that TU offers additional accident insurance for chapters and councils that will extend $25,000 or $50,000 of medical coverage per participant per accident for all TU sponsored events, including youth camps?

This type of coverage is not included in the general liability policy provided for free to all TU chapters and councils, but can be helpful in instances where a person is injured at a TU event. Example: If a TU member or non-member volunteer is walking along the side of a river in the course of a TU work project, and they trip on a log and are injured, the additional accident insurance would be available to help cover eligible medical expenses while treating the injury.

The cost of $115 per chapter or council for $25,000 of coverage or $155 per chapter or council for $50,000 of coverage. The insurance term is based on TU's fiscal year and runs from October 1 to September 30. Also included with the medical coverage is $15,000 of accidental death and $25,0000 of accidental dismemberment. (Note: This year's premiums reflect a $5 increase in the rate.)

Each chapter and council must opt for the coverage themselves – meaning a council cannot file for all the chapters in their states with a single payment. Any chapter or council interested in enrolling in additional accident insurance should fill out the Accident Insurance Application, and return it with your check.


Special Bulk Discount Rate for Youth Memberships to Engage the Next Generation of River Stewards

TU Youth MembershipsOver the past few months, many of you responded to a Youth Membership Survey. Results showed that most respondents are already aware of the special Stream Explorer and TU Teen memberships available for young folks. That's great!

However, more than 60% did not know that chapters could purchase youth memberships at a bulk rate for just $8 apiece. Regular memberships are $12 for Stream Explorer (under age 12) and $14 for TU Teens. Any time your chapter wants to sign up six or more youth, you qualify for the bulk rate. This is a great way to get youth on your roster and begin including them in your events.

Just contact Headwaters staff Tara Granke or Franklin Tate for the fillable bulk membership spreadsheet. They'll help you process your order and payment. It's that simple.

Did you know that when you purchase a youth membership, a portion of your dollars go to support the Headwaters Youth Program? That's right, every youth membership purchased is a donation to supporting programs like Trout in the Classroom, STREAM Girls, TU Teen Summit, Summer Fly Fishing & Conservation Camps, and more.

Need to purchase a single membership? That can be done online at Share your love of conservation, fishing and the outdoors with a one-year membership that includes a quarterly magazine, calendar, and membership card.


Chapter and Council Support Grows – Helping us Raise an Additional $24,000!

TU Youth MembershipsThe GRTU Tomorrow Fund was started through an initial donation by the Guadalupe River Chapter of Trout Unlimited (GRTU) in Texas meant to challenge other TU chapters, councils, and donors to step up and support the important youth education work of TU. Our goal is to raise $40,000 per year via the Tomorrow Fund so that TU's national youth programs can be sustained well into the future.

We are getting closer and closer to our annual fundraising goal! So far, chapters and councils across the country – as well as individual volunteer leaders like you – have contributed $13,140 to the fund. With the GRTU match, that means another $26,280 in critical fund for our Headwaters Youth Program and only another $6,860 needed to reach our goal!

GRTU will match each donation up to $20,000 to raise $40,000 in funds for TU's youth programs. The new deadline for donations is December 31, 2017. Can you help us get to $40,000 by 2018?

Please consider making a donation from your chapter or council online at or mail checks to TU Youth Program, 394 Merrion Ave, Asheville, NC 28801.


All web conference trainings are held at 8 p.m. EST unless otherwise noted. Contact Jeff Yates to register.
Nov. 6-12:
Embrace A Stream Challenge Online Competition
Nov. 15:
Deadline for All Chapters / Councils to File Annual Financial Reports
Feb. 15:
Deadline for All Chapters / Councils to File IRS Form 990, Form 990EZ or Form 990N
Jan. 26-27:
Mid-South Regional Rendezvous: New Braunfels, Texas
March 15:
Embrace A Stream Grant Application Training
April 15:
Embrace A Stream - Deadline to Contact Your Regional Representative
April 27-29:
Western Regional Rendezvous: Keystone, Colo.
May 15:
Embrace A Stream - Deadline to Submit a Draft Grant Application
May 18-20:
Southeast Regional Rendezvous: Davis, West Virginia
June 8-10:
Northeast Regional Rendezvous: Lake Placid, N.Y.
July 15:
Embrace A Stream - Deadline to Submit Final Grant Application
Sept. 19-22:
2018 Annual Meeting: Redding, Calif.


Help TU Improve Our New Member Recruitment
Trout Unlimited offers a special incentive to our chapters to recruit new members locally by providing you the opportunity to recruit new TU members at half-price ($17.50) and receive a rebate ($15) for every person you bring into our organization. Unfortunately, fewer than 2,000 new members are recruited to TU in this way each year, and we want to grow that figure - and our TU community.
Please answer the following brief survey to help us improve this important New Member Recruitment program.
Click Here to Take the Survey
If you would like to start recruiting new members today for your chapter, simply use this special link to ensure your chapter receives the $15 rebate for every new person you bring into our organization.


Trout Unlimited relies on the public's trust to do our work. That is why it is so important that TU and its chapters and councils continuously earn this trust through our commitment to ethical principles and sound financial controls. TU has many helpful resources that chapters and councils can use to demonstrate our core values of accountability and transparency in the online Tacklebox at, such as:
All TU chapters and councils are required to comply with TU's Policy on Financial and Property Controls, and please be reminded that your chapter or council must have an independent financial reviewer in place by Sept. 30, 2017.
The IRS Form 990 includes several questions focusing attention and governance practices on accountability and transparency. These questions are specifically designed to elicit whether your chapter or council has a written conflict of interest policy, an approved whistleblower protection policy, a document retention policy and a procedure for reviewing the IRS Form 990 prior to filing. All TU chapters and councils large enough to file the Form 990 (those with gross receipts normally larger than $50,000/ year) should have these policies in place. It is advised that regardless of your chapter or council's size, you consider adopting these policies and procedures so as well.

Ⓒ 2017 Trout Unlimited - all rights reserved.

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