Calendar of

Hints and Tips

for WIs

2017

January:WIsubscriptions due for current year

On receipt of subscription member receives membership booklet containing membership card

Members choose a single resolution from short list using selection slip or a show of hands at WI meeting. Results collated by Federation and sent to National.

Book tickets for Federation Annual Meeting

Ask members for a volunteer to be their WI’s Delegate at Federation AM

Contact Park Farm for allocation of IFE

Federation Festive Lunch

February:Update MCS following payment of subscriptions

January National mailing received in early February (sent in election years only) usually odd numbered years

WI Life issued

March:Federation Annual Meeting (alternatively held in April)

End of Financial Year

Secretary requests nominations for committee

Payment of subscription element for NFWI & Federation is due, in addition Pooling of Fares. By date and amount notified by Federation usually in mailing

WI Life issued

April:New member’s subscription 1st Apr to 30th Jun 75% of total subscription amount

Early April annual financial statement and supporting records made ready for independent examination

Annual Meeting resolution(s) published in WI Life

Resolutions Conference (26th April Moreton Hall)

Contact Link delegate to invite to May meeting to take result of vote on resolution(s) to NFWI AM and invite back for July meeting to report back on Annual Meeting

Consider claiming gift aid on member’s subscriptions if all criteria are met

Before claiming Gift Aid register with HMRC

March National mailing received in early April

WI Life Issued

Committee Meeting Before Annual Meeting:

  • Notice of WI AM communicated to members 21 days in advance if not in annual programme
  • Treasurer presents independently examined and signed annual financial statement to the committee,
  • the President and Treasurer sign on behalf of the committee the Annual Financial Statement
  • Content of committee’s annual report agreed
  • Treasurer presents Budget to the committee

May:WI’s Annual Meetings

  • If necessary election of committee
  • Presentation of committee’s annual report and adoption by members
  • Election of President from elected committee members
  • Presentation of statement of accounts and budget for adoption by the members
  • Appointment of Independent Financial Examiner for the following year
  • Other Officers appointed at first committee meeting following AM

Discussion & vote by WI members on resolution(s)

NFWI AM link delegate in not present at WI meeting is informed of member’s vote

If an active registered charity update Charity Commission website with any changes to the committee

Update MCS

June:NFWI Annual Meeting

Resolution(s) voted on at the AM by WI Link Delegates

WI Life issued

July:New member’s subscription 1st Jul to 30th Sep 50% of total subscription amount

Next year’s resolution process starts. Do you have an idea?

June National mailing received in early July

August: Update MCS

Book tickets for Autumn Council Meeting

WI Life issued

September:Closing date for resolution submissions to National

August National mailing received early September

WI Life issued

October:New member’s subscription 1st Oct to 31st Dec 25% of total subscription amount

Autumn Council Meeting

WI Life issued

November: Advise membersof the following year’s annual subscription

Register request for IFE with Federation

Update MCS

Resolution shortlist published in WI Life, The Moodle and NFWI website

December: Remind members subscriptions are due in January

Direct members to their WI Life for resolution short list with supporting information also to be found on the Moodle and NFWI website

Membership booklets arrive

WI Life issued

What your Treasurer will need to present to the examiner with the accounts

  • Financial statement
  • Accounts book or copies of the accounts sheets from excel
  • Subscriptions book
  • Day book or record of income and expenses at meetings
  • All receipts and invoices
  • Bank statement showing the balance on 31/3
  • The financial statement for last year
  • Cheque book
  • Paying in book