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This guide outlines the duties of the Custodian of Funds, Purser's reports, and By-Laws for financial governance in the organization. Learn about fund handling, audits, and parliamentary procedures.
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Knights of Peter Claver, Inc. Fourth Degree Ladies of Grace Faithful Purser
Custodian of all funds : • Receives monies • Deposit money • Obtain deposit slip • Disburse all funds • Monthly reports
Custodian of all funds : • Quarterly report • Keep accurate books • Be bonded • Request audits • Perform other duties
Purser’s Report: • Report includes: • Beginning balance • Receipts • Disbursements • Ending balance • Informational report • Should be audited
Parliamentary Pearls Have available for the auditors: • Bank statements • Checkbook registers • Bank books • Purser’s books • Minutes of meeting • Adopted budget • Financial reports • By-Laws • Previous Audit reports • Finance Committee Procedure Manual
Audit • Purpose • Audit Committee • Parts of Audit • certification of the accuracy • examination of accounting procedures
What are By-Laws? • Rules • Best use • Primary reference • Important document • Contract
The following articles should be included: • Article I: Name of Organization • Article II: Object or purpose • Article III: Members • Article IV: Officers • Article V: Meetings • Article VI: Executive Board • Article VII: Committees • Article VIII: Parliamentary Authority • Article IX: Amendments
Article I: Name • Chapter Name and number • Article II: Object • Why Chapter exists • Article III: Members • Eligibility for membership • Dues • Membership requirements
Article IV: Officers • Name of Officers • Nominations and elections • Term of office • Article V: Meetings • Meeting days • Quorum • Article VI: Executive Board • Board Composition • Meetings
Article VII: Committees • Standing Committees • Article VIII: Parliamentary Authority • Robert’s Rules • Article IX: Amending By-Laws • Changing Bylaws
Any Questions ? Thanks