How to Handle Investments
Obligations of Sellers and Purchasers
Non-Profits need seller's permits if selling goods. Guidelines for obtaining permits and types available. Read More
Non-Profit Fundraising and Sales Tax
How Sales Tax applies to Event Activities of a Non-Profit or Exempt Charitable Organization Read More
IBC Policies and Procedures
Updated IBC policies and procedures from AAUW National 02/22/2022 Read More
Tax Deductibility Chart by Branch Type
Shows the deductibility of donations by branch and donation type. Read More
CA Tax Exemption Request Form 3500A
Form to request tax exemption status from CA FTB Read More
CT-TR-1 Fillable form CA Attorney General
An online fillable/printable CT-TR-1 form from CA Attorney General website Read More
Raffles
Compliance requirements under State and Fed tax law for raffles. Read More
Community Hub Webinar – 8-3-22
Retaining Records & Financial Review
From AAUW financial tool kit page 13 Read More
How to be a Branch Treasurer Webinar Q & A
Q & A from How to be a Branch Treasurer June 2021 Read More
Example of State Guidelines for Investments
Pages 134-139 of the AAUW California Policies & Procedures manual Read More
Sample Chart of Accounts for QuickBooks
QuickBook account categories for branch use Read More
Branch Financial Report Template
An Read More