AA Financial Guidelines and 7th Tradition Treasurers Workshop 2023

This information provides guidelines on financial matters for AA groups, including details on contributions, treasurer responsibilities, self-support, and the importance of the Seventh Tradition. It covers topics such as voluntary contributions, checks and balances, limits on expenses, and safeguarding funds. The content emphasizes transparency, prudent financial management, and adherence to AA principles in handling group finances.

• Financial Guidelines
• 7th Tradition
• Treasurers Workshop
• AA Groups
• Self-support

mvess Follow

Uploaded on Sep 12, 2024 | 0 Views

Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

Presentation Transcript

1. AA FINANCIAL GUIDELINES + 7THTRADITION Treasurers Workshop 2023

2. AA Guidelines on Finance (m-15) (information on contributions, annual filings, bank accounts, insurance, etc.) The AA Group Treasurer (f-96) (roles and responsibilities of the group treasurer) Self Support Where Money and Spirituality Mix (f-96) Seventh Traditions Fact Sheet (f-203) (contributions to GSO & 12-step work)(group contributions and spiritual principles) Self Support Card (f-72) The AA Group (P-16) (how an AA group functions) GSO FINANCIAL HANDOUTS

3. Voluntary No dues or fees Don t charge for events donations, 7thtradition Digital contributions ok virtual basket Avoid excess fund Prudent reserve how much is group conscience decision Often 1-3 months of operating expenses CONTRIBUTIONS

4. Checks and balance Transparency - monthly reports at business meeting Hardcopies or pass around copies to review INCIDENT: Notify group Discuss at meeting. Take group conscience on actions Consider ad hoc committee to address SAFEGUARD FUNDS

5. Individuals - $5,000, Must be an AA member Contributions in wills - $10,000; must be an AA member Accept no outside contributions Do not provide financial support to outside organization (e.g., Alano Club) We can reimburse service workers (e.g. interpreters) Generally, 7thtradition contributions are not used for social events (pot luck). Some groups pass a 2ndbasket. LIMITS ON CONTRIBUTIONS AND EXPENSES

6. Cannot use the tax ID number of the Area, Central Office or the General Service Office Districts check with the Area if you need an insurance certificate to rent space for an event (e.g. workshop) Groups - check with your central office if you need an insurance certificate to rent space for an event (e.g. workshop) MISCELLANEOUS