All:
Having recently stepped into the treasurer position of my Rotary
Club[1], I'm looking for tools to manage finance and contacts involved
in fund raising (e.g. food bank collection, golf tournament, car show)
and charitable distribution (e.g. food bank, scholarships, merit awards,
global grants ...).
One highly desirable capability would be to manage a checking account as
an array of sub-accounts into which deposits can be distributed as funds
arrive; and from which funds may be disbursed at the conclusion of a
campaign.
The virtue is that any member can see at a glance the non-co-mingled
balances collected for each effort, and rolled-up totals at each higher
level.
Example of account structure and rollup balance result:
-WFB Checking ........................26,500
--Deposit {deposit and distribute}
--Reserve ......................10,000
--Operations ................... 7,000
--Impounds ..................... 9,500
---Car Show ...............1,500
---Christmas Basket .......1,000
---Food Bank ..............1,000
---Golf Tourney ...........1,000
---Polio Plus .............1,800
---Red Ribbon Week ........1,000
---Scholarship ............1,000
---The Rotary Foundation ..1,200
If you've developed such a system targeted to non-profits, would you
kindly give me a call at (909) 238-9012 to discuss possible terms of
use?
Much appreciated! Bruce
Bruce A. Chitiea | SafeSectors, Inc.
112 Harvard Ave #272 | Claremont CA 91711-4716 | USA
+011 (909) 238-9012 m | rby...@safesectors.com
[1]
Rotary Club of Walnut Valley (California)
Treasurer 2022-2024
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