Secretary's Corner


FORMS
Address Updates
Annual Report Worksheet
Auditing Committee Form
Installation Information
Instruction and Proficiency Report
Roster Information
Secretary's Form for WGM's Official Visit

FORM GRAND SECRETARY'S COMMENTS

Address Updates

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It is very important that Secretaries send up-to-date records of membership lists, deaths, new members, name changes, demits and address changes to the Address Updates Committee frequently or as soon as possible.  Wrong mailings cost Grand Chapter money.

Chapter Secretaries, please send a new, corrected membership list to Sheryl McGuire, P.O. Box 515, White Sulphur Springs, MT 59645, as soon after the annual returns are sent to the Grand Secretary, so changes can be made over the summer - then send any changes quarterly to Sheryl using her e-mail address which will be in the Roster.
 

Annual Report -
Chapter Membership
Changes

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This report is due in the Grand Secretary's office ON or BEFORE May 30.... preferably BEFORE.

The Grand Treasurer and Grand Secretary need enough time to prepare their reports for the Finance Committee prior to Grand Chapter.  They would really appreciate your timely return of this Report.
 

Auditing Committee
Form

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Form is Legal Size!
(8½" x 14" long)


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For use by the Auditing Committee for auditing the Chapter's Secretary's and Treasurer's books.

To be done before your first meeting of the new season.

Two (2) copies are needed.  One copy is for your records and one copy is sent to the Grand Secretary for her files.  Many have NOT been sending the Grand Secretary a copy.... Please do so and include your EIN (Tax ID Number).
 

Installation Information
List of All Officers
Installed

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This information sheet is to be returned immediately after the new Officers have been Installed.  (Highlighted in red.)
 

Instruction and
Proficiency
Report

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This report has been revised and made simpler by the Instruction & Proficiency Committee, Jurisprudence Committee Member, PGM-Grand Secretary Emeritus Norma Berry with input by PGM Billeta Swallow and Grand Secretary Emeritus Marlene Pfaff.

Due Date:  April 15 to your Unit Chairman.
 

Roster
Information

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This form is to be sent to the Grand Secretary immediately after your Election of Officers.

The Finance Committee requested a reduction in the number of Rosters to eliminate waste.  Please be accurate in your ordering.  (Highlighted in Yellow.)

The Grand Secretary is requesting an e-mail address for each Chapter.  Not all Secretary's do this, but please include an e-mail address where the Grand Secretary may contact you (possibly your Worthy Matron or Patron - anyone who will reliably pass on information to the Chapters).

So often the Grand Secretary needs information from you - or has information to pass on to you that e-mail would speed up considerably.  The Grand Secretary thanks you for your help with this.

You will also need to order the number of sets of pages for the Code (Blue Book) your Chapter and members own.  this is VERY IMPORTANT!!  As Secretary, you need to continue to keep track of how many sets you need to order each year for your Chapter so we can print the correct amount.  (Highlighted in green.)  Thanks much.
 

Secretary's Form for WGM's Official Visit

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This form is to be completed and given to the Worthy Grand Matron at the time of her Official Visit to your Chapter.
 
 
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