SolutionsForSecretaries
by Gene L Warner
First Edition March 2007
Examples and Downloads
Section 1 - Setting Up Shop
- There are no examples or downloads for Section 1
Section 2 - Founding Your Organization
- Articles of Incorporation: Example state form [form_miarticlesofincorporation.pdf]
- Articles of Incorporation: Document [document_articlesofincorporation.pdf] [document_articlesofincorporation.doc]
- Bylaws: Document [pdf 136Kb] [document_bylaws.doc]
- Application for Employer Identification Number: Example IRS Form SS-4 [fss4.pdf]
- Application for Recognition of Exemption: Example IRS Form 1023 [f1023.pdf]
- Application for Recognition of Exemption: Example Attachments [f1023-attachments.pdf] [f1023-attachments.zip]
- Application for Recognition of Exemption: Example IRS Letter of Determination - Advance Ruling [irsformletter1045.pdf]
- Application for Recognition of Exemption: Example IRS Letter of Determination - Definitive Ruling [irsformletter947.pdf]
- Application for Recognition of Exemption: Example IRS Form 8734 - Support Schedule for Advance Ruling Period [f8734.pdf]
- Application for Recognition of Exemption: Example IRS Form 8734 Attachment [f8734-attachment.pdf] [f8734-attachment.doc]
- Conflicts of Interest Policy: Example [policy_conflictsofinterest.pdf] [policy_conflictsofinterest.doc]
- Intellectual Property Rights Policy: Example [policy_intellectualpropertyrights.pdf] [policy_intellectualpropertyrights.doc]
- Remittance Request: Example form [form_remittancerequest.pdf]
- Sales Tax Certificate of Exemption: Example form [form_micertificateofexemption.pdf]
Section 3 - Meetings
- Example Call - for an Annual Meeting [call-annualmeeting.pdf] [call-annualmeeting.doc]
- Example Call - for a Board of Directors Meeting [call-boardmeeting.pdf] [call-boardmeeting.doc]
- Example Agenda - for an Annual Meeting [agenda-annualmeeting.pdf] [agenda-annualmeeting.doc]
- Example Agenda - for a Board of Directors Meeting [agenda-boardmeeting.pdf] [agenda-boardmeeting.doc]
- Example Minutes - for an Annual Meeting [minutes-annualmeeting.pdf] [minutes-annualmeeting.doc]
- Example Minutes - for a Board of Directors Meeting [minutes-boardmeeting.pdf] [minutes-boardmeeting.doc]
- Annual Report - Example [annualreport.pdf] [annualreport.doc]
Section 4 - Office Routine
- SfS Database: Application [sfsdb.zip]
- Endorsement Template: - Personal Check [endorsementpersonalck.xls]
- Endorsement Template: - Business Check [endorsementbusinessck.xls]
- Deposit Ticket Template: Standard - front [standarddepositticket-front.xls]
- Deposit Ticket Template: Standard - back [standarddepositticket-back.xls]
- Deposit Ticket Template: Wide Format - front [wideformatdepositticket-front.xls]
- Deposit Ticket Template: Wide Format - back [wideformatdepositticket-back.xls]
- Simple Contributions Record: Template [simplecontributionsrecord.xls]
- Simple Cash Journal: Template [cashjournal_monthyear.xls]
- Simple Cash Journal: Readme [cashjournal_readme.txt]
- Simple Credit Card Record Template: - blank form [creditcardrecord/creditcard-nnnn.xls]
- Simple Credit Card Record Template: - Example 1a [creditcard-nnnn-1a.xls]
- Simple Credit Card Record Template: - Example 2a [creditcard-nnnn-2a.xls]
- Simple Credit Card Record Template: - Example 1b [creditcard-nnnn-1b.xls]
- Simple Credit Card Record Template: - Example 2b [creditcard-nnnn-2b.xls]
- Simple Credit Card Record Template: - Example 2c [creditcard-nnnn-2c.xls]
- Simple Credit Card Record Template: - Example 2d [creditcard-nnnn-2d.xls]
- Corporation Information Update: - Example state form [form_nonprofitcorporationinformationupdate.pdf]
- Exempt Organization Tax Return: Example IRS Form 990EZ [f990ez.pdf]
- Financial Statements: Statement of Financial Condition Template [statementoffinancialcondition.doc]
- Financial Statements: Statement of Activities Template [statementofactivities.doc]
- Financial Statements: Simple Chart of Accounts Example [simplechartofaccounts.xls]
- Financial Statements: Financial Statements Spreadsheet Template [financialstatements.xls]
Section 5 - Desktop Publishing Projects
- Tri-Fold Brochure: Example/Template [brochure.doc]
- 4" x 7" Booklet: Example [friendsinc.doc]
- 5-1/2" x 8-1/2" News Brief: Example [newsbrief.doc]
- 8-Page 8-1/2" x 11" Newsletter: Example [newsletter.doc]
Section 6 - Graphic Arts Ideas
- Business Stationery: Template - Letterhead [letterhead-secretary.doc]
- Business Stationery: Template - No. 10 Business Envelope [envelopeplain-secretary.doc]
- Bookmark: Template - Back Side [bookmarkback.doc]
- Bookmark: Template - Lighthouse [lighthousebookmark.doc]
- Bookmark: Template - Poison Ivy [poisonivybookmark.doc]
- Bookmark: Template - Schoolhouse [schoolhousebookmark.doc]
- Bookmark: Template - Wallet [bookmarkwallet.doc]
- Bookmark: Template - Laminating Guide [laminatingtemplate.doc]
- Business Card: Template - Back Side [businesscard-back.doc]
- Business Card: Template - Front Side [businesscard-front.doc]
- Business Card: Template - "Hints" Insert [businesscard-hints.pdf]
- Certificate: Template - Centenarian [centenariancertificate.doc]
- Certificate: Template - Appreciation [certificateofappreciation.doc]
- Certificate: Template - Membership [membershipcertificate.doc]
- Certificate: Template - Dual Membership [certificatedualmembership.doc]
- Certificate: Template - Special Achievement [specialachievementcertificate.doc]
- Certificate: Template - Volunteer Recognition [volunteerrecognitioncertificate.doc]
- Certificate: Template - Mailing Label [certificatemailinglabel.doc]
- CD-ROM/DVD Envelope: Instructions
- CD-ROM/DVD Envelope Template [cdenvelopetemplate.doc]
- CD-ROM/DVD Mailer Instructions
- Contribution Acknowledgement Card: Template - Back [contribackcard-back.doc]
- Contribution Acknowledgement Card: Template - Front [contribackcard-front.doc]
- Contribution Acknowledgement Card: Template - Inside [contribackcard-inside.doc]
- Contribution Acknowledgement Card: Template - Envelope [contribackcard-envelope.doc]
- Membership Card: Template - Back [membershipcard-back.doc]
- Membership Card: Template - Front [membershipcard-front.doc]
- Memorial Contribution Kit: Template - Gift Designation Card [giftdesignationcard.doc]
- Memorial Contribution Kit: Template - No. 6-3/4 Envelope [no6.75remittanceenvelope.doc]
- Memorial Contribution Kit: Template - Acknowledgement Card Inside [acknowledgementcard-inside.doc]
- Memorial Contribution Kit: Template - Acknowledgement Card Outside [acknowledgementcard-outside.doc]
- Memorial Contribution Kit: Template - Thank You Note [acknowledgementcard-thankyounote.doc]
- Memorial Contribution Kit: Template - Envelope Back [acknowledgementenvelope-back.doc]
- Memorial Contribution Kit: Template - Envelope Front [acknowledgementenvelope-front.doc]
- Memorial Contribution Kit: Pattern - Hand-Made A2 Envelope [a2envelopemodel.doc]
- Memorial Contribution Kit: Fancy Script Font - Shelley Allegro BT [ShelleyAllegroBT.zip]
- Personalized Note Cards: Template - Note Card [persnotecard.doc]
- Personalized Note Cards: Template - Envelope [notecardenvelope.doc]
- Personalized Note Cards: Template - Label [notecardlable.doc]
- Reply Envelopes: Template - Inside [replyenvelope-inside.doc] [replyenvelope-inside.pdf]
- Reply Envelopes: Template - Outside [replyenvelope-outside.doc] [replyenvelope-outside.pdf]
- Reply Envelopes: Template - Hand-Made, Form Side [replyenvelopemodel.doc]
- Reply Envelopes: Template - Hand-Made, Flap Message [replyenvelopemodel-msg.doc]
- Screen Printing Projects: Example - Monogram License Plate [licenseplatelayout.doc]
Section 7 - Fundraising Basics
- There are no examples or downloads for Section 7
Section 8 - Mustering Manpower
- Volunteer Sign-Up Form Template - front [signupform-front.doc]
- Volunteer Sign-Up Form Template - back[signupform-back.doc]
- Volunteer Weekly Time Sheet Template [weeklyvolunteertimesheet.doc]
- Candidate Biographical Information Form Template [candidatebiographicalinformation.doc]
Section 9 - Do I.T.
- Template: SfS Web Site [sfswebsitetemplate.zip]
- Template: Class Reunion Web Site [classreunionwebsite.zip] [10.6Mb]
Section 10 - Conclusion
- There are no examples or downloads for Section 10