The service unit treasurer resource packet is your complete guide to managing service unit money throughout the entire Girl Scout year. This article for service unit treasurers and managers lists all the accompanying resources referenced in the packet.
Resources to Accompany the Treasurer Packet
Service Unit Finances
Financial Policies for Service Units
- Volunteer Essentials – For full details on Girl Scouts River Valleys’ financial policies, see the Managing Group Finances section of Volunteer Essentials.
Maintaining Accurate Service Unit Financial Records
- Service Unit Finance Tracking Sheet Printable or Spreadsheet – Use these worksheets to create and maintain accurate financial records of your service unit bank account.
Service Unit Funding and Expenses
- Planning Service Unit Events and Activities – This article contains information on planning events, including a budget planning worksheet and event guides. Service unit events must be fully funded only by the registration/admission fees charged for them.
- Annual Council Issue Service Unit Funding Policy
Service Unit Money-Earning
- Family Giving Resources – The Family Giving Campaign is the only money-earning project permissible at the service unit level for raising funds.
- Earning and Managing Troop Money – While service units may not participate in any other money-earning activity, troops can complete money-earning projects to fund their troop activities.
Creating the Service Unit’s Annual Budget
- Service Unit Budget Worksheet Printable or Spreadsheet – Use this sample budget planning worksheet to create a budget for the year.
Solicitation of Funds
- Donation Form – Service units and troops may accept unsolicited donations from the community and civic organizations. Use this form for donations received of $250 or more.
Reporting on Bank Activity
- Treasurer’s Report – Treasurers should submit this report to their service unit team each month, and at service unit meetings, to report monthly financial activity.
Girl Scout Finance Report
- Girl Scout Finance Report – Service units are required to submit this form by June 30 each year.
- PayAnywhere is a free credit card reader for smartphones that Girl Scouts River Valleys approves for service units to collect fees. Download the PayAnywhere for Events Handbook for instructions to set up a PayAnywhere account. Also, see our Service Unit Event Electronic Registration and Payment Policy.
- Earning and Managing Troop Money – This article details troop finance resources, policies, and procedures, as well as money-earning project ideas and guidelines.
- Opening a Troop Bank Account – Troops must have a bank account if they participate in the Cookie Program or Snacks & Magazine sale, or if they have troop funds in excess of $25. This article guides troops through the process of opening an account and how to use the Troop Account Checklist.
- Girl Scout Bank Account Record – Once a troop has opened a new bank account (or a signer on an account changes), troops are required to submit this form to council within 30 days. Service units will receive an emailed copy to keep with your records.
- Troop Disband Form – Troops must complete this form if they disband, merge, or split. The terms on this form (and in Volunteer Essentials) outline how money should be divided.
Contact and Financial Information
- Service Unit Financial Tracking Worksheet Printable or Spreadsheet – Use this to compile an accurate list of the troops in your service unit with their contact and financial information.
Girl Scout Juliette Finances
- Juliet Program Deposit Form – Juliettes do not have their own bank accounts so they should use this form to turn in any proceeds from money-earning activities in exchange for Juliette Program Credits.
- Juliette Program Credit Reimbursement Form – If wishing to use Juliette Program Credits, Juliettes should pay for service events and then submit this reimbursement form.
- All About Juliette Girl Scouting – Use this article to learn more about Girl Scout Juliettes.
Financial Assistance and Sponsorships
- GirlScoutsRV.org/Financial-Assistance – Families can find financial assistance forms on this page. Girl Scouts is open to all girls and adults regardless of their ability to pay.
- Events/Training/Troop Dues Financial Assistance Form – Troops are permitted to collect troop dues. Families can use this form to apply for first-year dues.
- Financial and In-Kind Donation Form– This form documents troop sponsorships (a mutually beneficial partnership between Girl Scout troops and businesses, schools, communities of faith, and other local organizations).
- Cookie Credit Reimbursement Form (Encampments) – If families wish to use Cookie Credits to pay for a service unit encampment, they should pay for the encampment, then submit this form.