[OMS_MANAGERS] Debit/Credit Cards

HENRY Katie * OPRD Katie.Henry at oregon.gov
Wed Dec 19 15:37:30 PST 2018


Hi All,

Speaking of financial policies, I attended a conference of sorts here in Salem last month that was geared towards non-profit board members. I ended up purchasing a workbook that has worksheets and examples to help nonprofits formulate essential financial policies. I was planning on bringing it to the network meeting in January to show folks who are interested but if anyone wants to learn more about it or wants copies of some of the worksheets to help your board create financial policies, feel free to email or call me.

Best,

Katie

Katie Henry
Heritage Outreach Specialist
Oregon Heritage
Oregon Main Street
Oregon State Historic Preservation Office
(503) 986-0671
725 Summer St NE, Ste C - Salem, OR 97301
www.oregonheritage.org<http://www.oregonheritage.org/>
www.facebook.com/OregonHeritage<http://www.facebook.com/OregonHeritage>
http://oregonheritage.wordpress.com/ - Blog

From: OMS_MANAGERS [mailto:oms_managers-bounces at listsmart.osl.state.or.us] On Behalf Of Eddie Nelson
Sent: Wednesday, December 19, 2018 2:49 PM
To: oms_managers at listsmart.osl.state.or.us
Subject: Re: [OMS_MANAGERS] Debit/Credit Cards

The Dallas Downtown Association has debit cards.  We do not expect people to use their own money to pay for expenses of the DDA and than be reimbursed.  The debit cards are limited to people authorized to make expenditures.  Any major expenditures need to be approved by the board. There should have a financial policy in place outlining the details.

Eddie Nelson
Treasurer
DDA

On Wednesday, December 19, 2018, 2:21:12 PM PST, Ariel Kane RARE Participant <coordinator.goldbeachmainstreet at gmail.com> wrote:


The board of GBMS is wondering if other organizations use debit/credit cards. Are there legal concerns that they should be aware of?

Best,
Ariel

--
Ariel Kane
Community Coordinator | Gold Beach Main Street
Resource Assistance for Rural Environments Program<https://rare.uoregon.edu/about/>
541 247 7029 ext. 110
29592 Ellensburg Ave, Gold Beach, OR 97444
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