Welcome to the General Fraternity Resource Page for the office of Treasurer. As Treasurer, there are numerous duties and expectations placed upon you. Fortunately, for all of these responsibilities, there have been just as many resources created aimed at assisting you meet them.
This webpage consolidates the many resources pertinent to your specific position in order to provide a 360 degree view of what tools are available. It is recommended you take the time to review the resources on this page shortly after election, as it will help you better prepare as Treasurer. Throughout your tenure in this position, you will undoubtedly be faced with some difficult challenges. Trust that this webpage will serve as an easily accessible source to help you meet those challenges. Good luck!
These resources pertain to the specific duties of your position. It is recommended that you start by reviewing your officer manual, as all other links on this webpage stem from the information in the manual.
Office of Treasurer Manual *NEW*
The Law of Sigma Nu Fraternity, Inc.
The Law is the three part document (Constitution, Statutes, and Trial Code) which governs Sigma Nu Fraternity, Inc. The Law sets membership requirements, standards of conduct, and the framework for the operation of all entities of the Fraternity, including collegiate chapters.
Risk Reduction Policy and Guidelines
Along with The Law of Sigma Nu Fraternity, Inc. the Risk Reduction Policy and Guidelines provides our constituents with specific policies on areas such as the education of initiates and candidates, activities of the chapter, premises of the chapter and hazing. The Risk Reduction Policy and Guidelines is updated every 2 years, as needed by the Grand Chapter of Sigma Nu Fraternity.
Important Due Dates
This quick reference sheet covers regular paperwork and billings chapters need to turn in to the General Fraternity. Major events are also included.
Cash Management Tool
An advanced and comprehensive tool that will help a chapter not only establish its budget but also track and manage its realized revenue and expenses.
Chapter Officer Budget Request
A standardized tool to help chapter officers develop a budget and request funding for a specific area of operations.
Chapter Budget Template – Semester
A basic budgeting tool for chapters that includes embedded features and automatic calculations. Use this template if your host institution is on a semester system.
Chapter Budget Template – Quarter
A basic budgeting tool for chapters that includes embedded features and automatic calculations. Use this template if your host institution is on a quarter system.
Chapter Budget Template - Instructions *UPDATED*
A set of instructions for utilizing either of the two budget templates above.
Members Area Instructions for the Commander, Recorder, and Treasurer *UPDATED*
An overview of the Members Area for the Commander, Recorder, and Treasurer. This document includes instructions for each of the Members Area functions the Commander, Recorder, and Treasurer control.
Pursuit of Excellence - Chapter Operations
Quick access to the portion of the Pursuit of Excellence Program (PEP) pertaining to the responsibilities of the Treasurer.
Officer Transition Checklist *UPDATED*
Use this document to ensure you have prepared everything you need to provide your successor during officer transitions.
Federal Tax and Form 990 Filing Guide *NEW*
An in-depth overview and set of instructions for guiding chapters through the Form 990 and federal tax filing process. This guide includes the information chapters need to know to file successfully each year.
Sample Payment Plan Agreement *NEW*
This sample payment plan agreement establishes a formal understanding between a brother and chapter regarding money owed to the chapter.
Best Practices Library
This library includes activities, programs, processes, and practices that result in or lead to excellent performance. Practices were collected from Sigma Nu chapters across North America of every size, institutional type, and region of the country. The best ideas and practices that could and should be replicated by other chapters are found here.
The library allows users to sort through over 400 ideas, examples, and templates. Best practices are sorted by area of operations (as defined by the Pursuit of Excellence Program) and subcategorized by type (e.g. accountability ideas, events, finances).