Year-End Tips

Year-End Tips

Update: 2024-06-04
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Get ready to welcome the new treasurer by preparing your books, stocking banking supplies, paying bills, and making a list of important dates. It's also helpful to prepare an annual report and get everything organized for your financial review. In this episode, we give you some suggestions for a smooth treasurer transition.


MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned veteran, these tips might help make your volunteer experience easier.


Click here for a transcript of this podcast.

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Year-End Tips

Year-End Tips

MoneyMinder