Weekly Update

Posted on 14 April 2013 by Catht

 Upcoming member society seminars

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Upcoming contest from CSGA –  Do you have a video project in mind for your society?  Coming soon,  an opportunity to win a Flip Video camera.  Watch for rules and deadlines in an upcoming Weekly Update.

Do you have an upcoming event or other society news you’d like to share.  Send an email with the details to projects@csga.com.
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Weekly update

Posted on 7 April 2013 by Catht

The Mt. Diablo Genealogical Society

has recently moved its meeting place into the Rossmoor Retirement Community in Walnut Creek. We meet every 3rd Friday at 1:15 in the Creekside Clubhouse. Since relocating to our new location we have attracted 25 new members, pushing our membership over 100. Some of the area’s most popular speakers have been lined up for the summer and fall meetings. Guests are always welcome. As we meet in a gated community, guests must enter through the Visitor’s Entry and inform the attendant that you are going to the MDGS meeting at the Creekside Clubhouse.   For more information contact the MDGS president at stanwells@sbcglobal.net .

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The California State Archives has posted the newest issue ofCalifornia Originals, their quarterly newsletter online.  

 

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Society Finances – Follow Up

Posted on 1 April 2013 by Catht

You should now be up to date on filing returns.

What’s next?  You should do two things as a follow-up.
  1. Start an Tax Filings folder (paper, electronic or both) that contains all your filings for the year You might consider printing everything to a PDF file and combining those returns with year-end financial statements, the last bank statement of the year, a copy of the budget and other important forms showing your societies financial history.  If your main file is paper you should consider scanning it as a backup.  At the very least you should have a copy of all important documents at a second site.  It is very important for a societies financial health to have copies of important documents somewhere other than in the treasurer’s home at ALL TIMES.  
  2. Update or create a Treasurer’s Job Calendar that incorporates all of the important filing dates for your Society.  Add other important items such as Insurance Policy due dates, audit deadlines, etc.

 

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