Resources & Information

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Membership Resources & Information

The following resources are designed to help Soroptimists recruit and retain members, manage clubs effectively and build new clubs. Members are encouraged to send suggestions for new resources as well as samples of their own materials to membership director Wendy Metzgar at wendy@soroptimist.org.

• General Information
• Recruitment and Retention
• Ten Steps to Chartering a New Soroptimist Club
• Club Administration
• Club Award
• Region Resources
• Membership Forms
• Membership Statistics
• Soroptimist Snapshot Survey Reports

• Update club roster
• Pay dues/fees
• Update profile/change password
• Membership FAQ
• Member Benefits

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• Recruitment Manual (.pdf)
• Retention Manual (.pdf)
• Sample Club Assessment Form (.doc)
• Sample Invitation and Follow-up Letters (.doc)
• Sample Prospective Member Form (.doc)
• Membership Presentation Template (.ppt)
• Sample New Member Survey (.doc)
• Sample Resigning Member Questionnaire (.doc)
• Sample Email Response to Introduction Form (.doc)
• Sample Letter to Former Members (.doc)
• Club Membership Marketing Plan Template (.doc)
• Welcoming New Members
• Soroptimist 101 (Color) (.pdf)
• Soroptimist 101 (Black & White) (.pdf)
• New Member Certificate (.pdf)
• Life Membership Certificate (.pdf)
• Promoting the Dream Generational Marketing Presentation (.ppt - large file)
• Promoting the Dream Generational Marketing Suggested Script (.doc)

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• Full Kit (.pdf)
• Manual Only (.doc)
• Sample Timeline and Plan (.doc)
• Sample Informational Meeting Agenda and Script (.doc)
• Sample Letters and Telephone Script (.doc)
• Sample News Release: Informational Meeting (.doc)
• Sample News Release: New Club Formed (.doc)
• Sample Club Bylaws (.doc)
• Form A: Declaration of Intent to Charter (.doc)
• Form B: Results of Informational Meetings (.doc)
• Form C: Charter Application Form (.doc)

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• Club Calendar of Events 2007-2008 (.pdf)
• Club President Guidelines (.pdf)
• Club President's Planning Calendar (.pdf)
• Club Strategic Plan Template (.doc)
• Keeping the Balance for Clubs (.pdf)
• Club Secretary Guidelines (.pdf)
• Club Treasurer Guidelines (.pdf)
• 501(c)(3) Organizations, Fundraising & the IRS (.pdf)
• Club Audit Procedure (.doc)
• Financial Transaction Form (.pdf)
• Bank Wire Transfer Instructions (.pdf)
• Installation of Club Officers
• Club Liability Insurance Information (.pdf)
• Parliamentary Procedure
• Soroptimist Protocol
• Classification Guide (.pdf)

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• Club Award Form 2007-2008 - Canada and US
• Club Award Form 2007-2008 - Philippines
• 2005-2006 Club Award Report

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• Region Conference Marketing Plan Template (.doc)

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• Form 5008: New Member Enrollment/Reinstatement (.doc)
• Form 5010: Membership Information Change or Termination (.doc)
• Form 200: Report of New Club Officers (.doc)
• Form 202: Report of Club Disband (.pdf)
• Form 204: Application for Club Name Change (.doc)
• Form 205: Report of Merger of Soroptimist Clubs (.pdf)

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Membership Statistics
(Adobe PDF Files)

• SIA Membership Summary - Sept 2007
• SIA Membership Statistics by Country - Sept 2007
• SIA Membership Statistics by Region - Sept 2007

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• Soroptimist Snapshot Survey Report Sept 2007
• Soroptimist Snapshot Survey Report Jun 2007
• Soroptimist Snapshot Survey Report Apr 2007
• Soroptimist Snapshot Survey Report Feb 2007
• Soroptimist Snapshot Survey Report Dec 2006
• Soroptimist Snapshot Survey Report Nov 2006

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