Guidance
on Separating Alzheimers and Other Chapter Funds
The ruling on Alzheimer’s donations states that chapter dues money may not be used for charitable contributions.
Most chapters have other sources of revenue in their chapter treasury. That money may be used any
way the chapter desires, to include charitable contributions. It's just that money collected as chapter dues must
be used for the official mission of NARFE and not for any voluntary activities, such as Alzheimer's, FEEA, or other community
charities. Some chapters keep two separate checking accounts: one for official dues money and
one for everything else. That's OK, but not necessary. Simple journal entries of where the money
is generated and where it is spent is enough so that it can all be kept in one checking account.
I
am attaching copies of the Federation Alzheimer's Coordinator's Manual (revised October 2010) and a copy of the Chapter
Alzheimer's Coordinator's Manual revised March 2011). Please be sure you are using the latest version of each.
Please refer to page two, second bullet, for instructions on depositing Alzheimer funds in your treasury.
Personal checks made payable to your chapter, but intended for NARFE
Alzheimer’s Research, may be deposited to your chapter treasury. A chapter check in a like amount should be written
back out immediately and sent to me, your Federation Coordinator. Your journal entries on your General Ledger should
be enough to satisfy any issues. Donations or checks made payable to your chapter are not tax deductible.
Personal checks received by the chapter made payable To NARFE Alzheimer’s Research; will be sent directly to me, your
Federation Coordinator, for subsequent mailing to the Alzheimer Association. Those donations from members are tax deductible
and the contributor will receive a (required) acknowledgement/tax receipt letter from the Alzheimer’s Association. As
always, continue to make checks out to NARFE Alzheimer’s Research.
Of course, as chapter
treasurer, if you receive personal checks from members made payable to "NARFE Alzheimer's Research," those checks
may simply be sent directly on to the Federation Coordinator ( that is me) and ultimately on to Chicago.
Those donations or checks from members are tax deductible and the contributor will receive a (required) acknowledgment /
tax receipt letter from the Alzheimer's Association.
