Club Treasurer Financial Checklist for July
Welcome to the new Lionistic Year!
As we turn the page to another year of service, I’d like to extend my heartfelt congratulations to District Governor Corinna, First Vice District Governor Jon Kimble, Second Vice District Governor Gary Lewis, and all of our dedicated club officers across District 37 a successful, inspiring, and rewarding year ahead.
Your commitment and leadership make a powerful difference in our communities, and I look forward to working together to support the financial health of our clubs throughout the coming months.
Start the new fiscal year strong by working through this checklist:
- ✅ Review prior year’s ending balances and carry over amounts
- ✅ Confirm all signers on club bank accounts are correct and current
- ✅ Reconcile year-end bank statements to make sure no outstanding transactions
- ✅ Prepare and present a beginning-of-year financial report to your board and club
- ✅ Ensure your club’s annual 990/990-N filing is up to date if the fiscal year ended June 30
- ✅ Verify any bonding/insurance coverage for club officers, if required
- ✅ Check dues invoicing from Lions Clubs International
- ✅ Update your club budget for the year, including anticipated expenses and fundraising plans
- ✅ Confirm your membership roster is accurate to avoid paying dues on dropped members
- ✅ Review club governmental filings with the Montana Secretary of State to ensure good standing with state
- ✅ Familiarize yourself with the Lions Club Treasurer e-book and resources in the Lions Club Treasurer Page
Great News for Montana Lions Clubs: Online Raffle Credit Card Payments Now Allowed
Thanks to a new law passed during the 2025 Montana Legislative Session, nonprofits and charitable organizations across the state, including Lions Clubs, can now accept credit card payments for online raffles as of June 1, 2025.
This long-overdue change was made possible through the leadership of Senator Ed Buttrey, who introduced and championed the HB 141 to modernize Montana’s raffle laws. Previously, state law restricted online raffle purchases to debit cards only, a limitation that posed a significant barrier for organizations trying to raise funds in the digital age.
For years, Lions Clubs and other nonprofits had to explain to supporters why their credit cards weren’t accepted, a frustrating experience for donors and a lost opportunity for local clubs trying to fund service projects. In today’s world of contactless payments, e-commerce, and mobile devices, this debit-only rule simply didn’t make sense.
With the passage of this new law, Lions Clubs running online raffles can now:
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Accept both debit and credit cards for raffle ticket purchases
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Expand their fundraising reach to more supporters
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Provide a more convenient experience for donors
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Increase overall revenue for service projects in their communities
This is a win for service, flexibility, and common sense.
We extend our thanks to Sen. Buttrey, the 2025 Legislature and all those who supported this effort to bring Montana’s nonprofit raffle laws into the 21st century.
If your Lions Club is planning an online raffle, now is the perfect time to take advantage of this change.
If you need want information about getting your club’s raffles online, reach out – I’d love to visit about what we’ve done.
Budgeting for a Successful Lions Year
As we approach the end of the current Lionistic year, it’s time for every club in District 37 to take a thoughtful look at the year ahead – and that starts with your budget.
Whether your club holds a major fundraiser, operates a community pool, or simply focuses on service and fellowship, having a clear financial plan ensures you can meet your goals, support your projects, and remain in good standing with both Lions Clubs International and the District.
Marketing Matters – Social Connections Beyond Facebook
Upcoming Webinars! March 11 & 12, 2025
Discover how to build meaningful connections both in-person and online! This webinar will explore the power of social interactions through multiple channels and in-person opportunities.
1️⃣Session 1
🗓️ Tuesday, March 11, 2025
⏰ 9:00 AM – 9:30 AM MST
👉 Register: https://lionsclubs-org.zoom.us/webinar/register/WN_jD_jgzyjTU6aRd0gg2gBSg
2️⃣ Session 2
🗓️ Wednesday, March 12, 2025
⏰ 5:00 PM – 5:30 PM MST
👉 Register: https://lionsclubs-org.zoom.us/webinar/register/WN_5Bnk9MofRQSsBMHMDj_L1Q
Keep up to date with the latest Lions Clubs International best practices and get valuable insights from Lions around the world about social media marketing in the Lions SMiLE (Social Media including Lions Everywhere) Facebook Group
