Leader’s Packet
Forms
ANNUAL FORMS
Your Chapter is responsible for submitting three forms to AFWA Headquarters throughout the year. All forms can be returned to chapters@afwa.org.
- Chapter Contact, Leadership and Dues Form – complete form – Due May 15
- Chapter Annual Report – complete form – Due August 15
- AFWA Chapter Forms Compliance — additional information regarding Chapter compliance and forms required for annual submission.
PRESIDENT’S PIN
You’ve put in a lot of hours to earn the role of Chapter President. Order your President’s lapel pin from the online store, or contact Membership Services.
LEADERSHIP CHANGES
Have you had a mid-year change in Chapter leadership? Contact Chapters@AFWA.org
Finance
AFWA Chapter 990-N Filings
Accounting & Financial Women’s Alliance Headquarters has filed the form 990-N for many of the chapters’ general and scholarship entities. In any case where an issue with the filing was encountered, we contacted the chapter directly to work toward resolution.
For any information regarding your Chapter’s 990-N filing, please contact Cindy Stanley.
Chapter ACH Information
In order for your Chapter to receive monthly reimbursements for local membership dues, you must have current account information on file with AFWA Headquarters. Please contact Cindy Stanley to update your Chapter’s ACH information.
AFWA Group Exemption Letter
The Accounting & Financial Women’s Alliance and its subordinate organizations (chapters) are recognized by the IRS as a 501(c)(6). Please review for exemption details.
Governance
NATIONAL DOCUMENTS
CHAPTER DOCUMENTS
Reminder: If your Chapter makes changes to your bylaws, you must send them to the AFWA National President-Elect for review an approval.
- AFWA Model_Chapter_Bylaws_and_Rules
- Chapter Procedures Manual (Revision in Progress)
- Chapter Charter Packet
STRATEGIC PLANNING
BOARD MEETINGS
Your Board
BOARD RECRUITMENT
- Volunteer recruitment flyer template
- Chapter eGuide Building Your Board: Who, What, When, Where
- Sample Officer Responsibilities
- Sample Committee Responsibilities
- Committee Activities Build Job Skills
BOARD INSTALLATION
- Chapter Installations: Use this script for your annual Board Installation ceremony
- Chapter Officer Commitment Form: Taking on a Board position requires a certain level of commitment. Hold your Board Members accountable by having them put their commitment in writing.