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Transcript
Everything You Ever Wanted
to Know About Being
a Class Officer
Handbook Overview
The Big Picture
• Alumnae Association Info and Mission
• Class Officer Overview
• Five-Year Calendar—one publication and
mini-reunion each year
• Constitution
• Alumnae Association staff are here to help
Class Officer Job Descriptions
President’s Duties
• Produce class letters
• Conduct annual executive board meetings
and class meeting at reunion
• Appoint committee chair(s)
• Fill executive board vacancies
• File annual report with Office of Alumnae
Association
Vice President’s Duties
 Organize mini-reunions in different cities
 Assume role of president if she resigns
What is a Mini-Reunion?
• An opportunity for classmates to connect
Secretary’s Duties
• Write quarterly class-notes column for
Wellesley
• Record minutes of executive board sessions
and class meeting at reunion
Annual Giving Rep’s Duties
 Support Wellesley financially every year
 Manage annual fund-raising campaign for
class
 Recruit and oversee assistants
 Contribute to class and appeal letters
 Report gift results
Treasurer’s Duties
 Manage class treasury and bank account
 Send annual dues notices to classmates
 Maintain accurate class treasury records and list of life
members
 Send life membership dues to Office of the Alumnae
Association for investment
 Pay bills and reimburse classmates
 Facilitate class gifts
 File annual financial report with Office of the Alumnae
Association
Class Treasury
 Purpose
 Funds
 Annual Dues
 Life Memberships (remind officers to turn over
funds)
 Dues Notices
 Revolving Loan
 60th-reunion class
Class Bank Account
 Should I transfer funds to a new bank?
 EIN number and packet or new signature
cards
 Co-signers
Class Expenses




ALC travel
Communications
Mini-reunions
Other expenses approved by executive
board
 Seed money for reunion/record book
Portion of Funds for Class Gift
• Proposal and ballot sent to all classmates
• One-tenth of living members must vote
• Two-thirds majority required for passage
Annual Reports
• Class financial records
• Annual financial report to Office of the
Alumnae Association
• Classes need not file with IRS
Common Questions
 How can we motivate classmates to pay
dues?
 Are class dues tax deductible?
 How does the executive board determine if
the class is financially secure?