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Feature: Membership Services & Aggregation
Feature: Membership Services & Aggregation 2560 1920 admin

Aggregation: Your Official Enrollment into the Vincentian Family

By Pam Hudson Johnson, National Director of Membership Services

SVdP’s Rule and practices require that Conferences and Councils take the necessary steps to become membered into the International Confederation of the Society of St. Vincent de Paul. This process of becoming membered as a Conference is known as aggregation. The process of membership as a Council is known as institution.

The National Council strongly urges Conferences and Councils to review your official status. If you find that you have not been formally accepted into the Society internationally, please take immediate steps to rectify that oversight.

Photo: SVdP Georgia’s Wall of Aggregation

How do I know that my Conference has been Aggregated?

When you are formally recognized as an official SVdP entity in solidarity and adherence to the Rule, your Conference will receive a Letter of Aggregation, or your Council will receive a Letter of Institution.

New Conferences are eligible to apply for aggregation after one year operation, filing an annual report and contributing to solidarity. Councils do not have a waiting period and can apply for institution immediately after formation.

The National Council office is pleased to announce the recent arrival of 26 Letters of Aggregation and 6 Letters of Institution all dated December 15, 2024 from the International Council. Applications from around the world are processed and there is a 6-9 month delay in receiving the certificates.

History of Aggregation

From the very beginning, Society members wanted to retain the closeness of brotherhood, and as such, they were hesitant about subdividing and forming numerous Conferences. When they realized the need for additional Conferences, they wanted to preserve a sense of common unity and solidarity with one another. To preserve this unity and solidarity, official enrollment in the Vincentian family has always remained a function of the Council General itself. The Council General established the application process and announces new affiliations.

In the Manual page 27 and throughout the Rule (Sec 1.3.8; Sec 2.6 & Sec 3 Statute 6) you will find an official definition and explanation of the process of aggregation for Conferences and institution for (Arch) Diocesan Councils and Districts.

Benefits of Aggregation

Once your Conference is aggregated or your Council is instituted, you will be eligible for participation in national programs such as Friends of the Poor® and Systemic Change grants and Certificates of Appreciation.

Is your Conference aggregated, and Council instituted? To learn more, contact Membership Services at membership@svdpusa.org.

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Feature: Voice for the Poor
Feature: Voice for the Poor 2560 1755 admin

Be a Voice for the Poor

By Steve Uram, National Director of Poverty Programs

When you think about “calls to action” you may think about SVdP’s national advocacy committee, Voice for the Poor.

For over 23 years, the Voice For the Poor Committee has been the advocacy arm of the Society of St. Vincent de Paul, identifying issues that are critical to those living in poverty and need, and bringing attention to the issue to reduce or eliminate poverty.

“Before joining Voice for the Poor, I would be discouraged and powerless when we see the needs increasing – with lack of food for children, lack of housing for families, and the homelessness crisis,” said Dorothy (Dot) O’Connor, Voice for the Poor, West Region.  “But now that I’m engaged with Voice for the Poor and learning to trust in God, I’ve seen firsthand that we really can make a difference, and I’m engaging in ways that I wouldn’t have had the courage to engage in…I believe that the people who make decisions at the local, state, and federal levels will remember our stories, and feel confident the work of Voice of the Poor will bring change.”

For nearly 20 years, Vincentians across the country have utilized our E-Advocacy platform to write letters to their federal legislators. Our platform allows Vincentians to communicate easily with their elected officials on policies that affect, and hopefully transform, the situations of our neighbors in need. The platform can also be leveraged for Councils and Archdiocesan Councils to conduct advocacy campaigns at the state level. Recently, Illinois, Georgia, Michigan and Kentucky have conducted state advocacy campaigns. You can take part in our current campaign asking Congress to prioritize families in poverty when crafting the federal budget. Take action at https://ssvpusa.org/take-action.

The SVdP USA National Council also works in concert with other national Catholic organizations such as the U.S. Conference of Catholic Bishops, Catholic Charities, Catholic Rural Life, and other faith-based organizations to send letters to Congress and the president to support issues such as funding for SNAP, housing, child tax credits, and FEMA funding. Your advocacy is as important as the rent or utility assistance you provide to your neighbor.

“Collaboration takes a lot of work, but it’s often worth the effort. We can do more with others than we can do alone,” said Bobby Kinkela, Voice for the Poor, National Committee Chair.

Adding our collective Vincentian voice to others amplifies our ability to advocate for our neighbors. Their expertise and new ideas are great to share with other Vincentians.

The Voice for the Poor committee, along with several National Council staff and Board members, attended the Catholic Social Ministry Gathering (CSMG) in Washington D.C. Jan 25-29, 2025.

At CSMG, SVdP National President John Berry gave a keynote address to the audience, saying the time was right to take a bold approach to highlighting the causes of homelessness and the steps that can be taken to reduce the number of people who are unhoused. Several Voice for the Poor members also led breakout sessions on human trafficking and homelessness prevention and sat on expert panel discussions throughout the 4-day gathering. 

 Hear what Voice for the Poor members said about their experience at CSMG:

Dorothy (Dot) O’Connor, Voice for the Poor, West Region, said this: “My faith has increased exponentially. In my experience in the last 9 months, I have had the opportunity to be a part of a team that lives the Vincentians’ hallmark of the sanctification of its members. As a first-time attendee, I was in awe of the CSMG conference. I was inspired by my colleagues, who were there to advocate for people in need. And I also had the honor of advocating in the Capitol, which was exhilarating. I saw the compassion and kindness of the people there, and I was inspired. It was an emotional event, and I don’t think I will forget what I saw. With more than 500 people in attendance, each speaker was a powerful, positive force of good. I experienced a level of spiritual connection with the people around me that I’ve never encountered before. I met interesting people all doing work to help those we serve, learned new things, and I feel grateful to have been a part of it.”

Michael J Sylvester, Voice for the Poor, North Central Region said this: “I had a very good experience at CSMG.   The liturgies were really uplifting and reminded me of the universality of our Church that can accommodate the many cultural influences we have from the music of the Taize’ community to music rooted in the African-American experience.  They nourished my spirituality, and growing in holiness is the primary objective of our Vincentian vocation.  The presentations were thoughtful and filled with useful information.  I hope they will help me to better see Christ in others as I try, sometimes unsuccessfully, to be Christ to others.  I particularly enjoyed the presentation by Bishop Joseph J. Tyson of the Diocese of Yakima, who delivered an inspiring message of hope.  Finally, it was great to be able to exercise our advocacy skills with staff from the offices of my U.S. Senators and U.S. Representative.  As an added benefit, I was able to connect with participants from a parish within my diocese whose members are primarily Hispanic who want to organize a St. Vincent de Paul Conference.  Our diocesan Council is reaching out to further explore their interest.”

Matthew St. John Harris, Voice for the Poor, Mountain Region, said this: “I had a great experience.  The two people with whom I went to the Halls of Congress were a monsignor and a gentleman from Catholic Charities.  The monsignor had multiple generational ties to the state of Colorado though he was a pastor in the DMV so it was great to learn his take on things as a fellow Coloradan.  The gentleman from Catholic Charities was originally from Puerto Rico and had worked with the previous Representative of the Commonwealth.  As a result of pairing with him I was able to visit the Commonwealth’s House of Representative office. We attempted to visit both Senate and all House of Representative offices for Colorado to drop off CSMG packets which was rather rewarding.  Meeting staff gives one an opportunity to express what he or she believes. I hope to do this again.”

Bobby Kinkela, Voice for the Poor, National Committee Chair said this: “As part of the planning committee for Catholic Social Ministry Gathering, it was great to see the Holy Spirit bring it all together and have affects I did not intend.  I knew it was important to tell Voice for the Poor Vincentians to attend and the benefits, what I didn’t know is a regional vice president would tell everyone about it at their regional meeting during national assembly and get a group of college aged Vincentians to attend!  I knew that it was important to network with other Catholics, I didn’t know that I would find a large number who already have DC offices and are willing to help network with us as we build our own DC office!  I knew we were opening a DC office, but I didn’t know the DC office announcement would coincide with CSMG!  I knew we were doing lots of breakout sessions with Vincentians; I didn’t know how those networks would help us later or the effect it would have on people!  I knew John Berry would be at CSMG; I didn’t know he would speak and give an electric charged call to change our world with courage and hope!  The Holy Spirit is certainly alive and well and active at the Catholic Social Ministry Gathering and it was an honor to be part of it all.”

If you would like to get involved in the Voice for the Poor committee and learn how to advocate for the voiceless in your community, or leverage our E-advocacy website for state or local issues, please reach out to Steve Uram with the National Council.

SVdP Poverty Programs consist of the Homelessness Prevention Committee, the Poverty Action Committee, the Voice for the Poor and the following shared interest groups: Reentry, Workforce Development, Housing, and Getting Ahead.

Feature: International Twinning
Feature: International Twinning 351 264 admin

Thanks to International Twinning, 26 indigenous children have quality education and nutritious food

Through International Twinning, Vincentians in the United States are sharing the love of Jesus Christ with those in need, building shelters for families, caring for the sick and elderly, clothing the naked, and feeding the hungry. The Society of St. Vincent de Paul’s International Twinning program promotes financial resource sharing, mutual spiritual support, and cross-cultural friendships by connecting U.S. Conferences with Vincentian Conferences in Central America, South America, and the Caribbean that lack the means to conduct local works of charity.

One such example is the St. Vincent de Paul Conference of St. Mary Cathedral of Colorado Springs, CO, who twins with the San Vicente de Paul Conference Medalla Milagrosa, Monterrey, Nuevo Leon, Mexico.

The St. Mary Cathedral Conference sends financial support for the Rarámuri Integrity Institute, a boarding school serving the indigenous Rarámuri children of the Sierra Tarahumara. The Sierra Tarahumara mountain region has the poorest municipality in Mexico, so basic necessities such as food, blankets, clothing, and medicine are desperately needed, in addition to education.

The boarding school is attended by 26 indigenous children, some with educational gaps and others who do not speak Spanish. Work is done to support the children by providing the students with basic education and offering a variety of nutritious foods. 

“We are very happy to see our contributions are helping [these] children get an education, nourishment, a roof over their head and clothing they would not have on their own,” said Lionel Rivera with St. Mary Cathedral Conference. “We feel we have a great partnership with the St. Vincent de Paul Society Miraculous Medal Conference of Monterrey.”

In addition to helping the children at the Institute, members of the Medalla Milagrosa Conference deliver dinners to homeless individuals, and collect and distribute winter clothing and shoes to those in need.

The Vincentian members of the San Vincente de Paul Conference Medalla Milagrosa also communicated this: “We thank God for this opportunity to collaborate in the construction of His kingdom and each one of you for the collaboration that you send us and thus extend networks of love and solidarity with those most in need.”

If you are inspired to begin a twinning program at your SVdP Conference, and you’d like to know what the greatest needs are of our brothers and sisters in the Americas, contact Valeria Vlasich at the National Council for more information.

“The entire [St. Mary Cathedral] Conference has been impacted in a very positive way,” said Lionel Rivera. “We are all very grateful to have the opportunity to provide an education to the children in rural Mexico. It’s a blessing to be able to strengthen our hope in making a difference, not only here but in other countries too.”

 

Feature: Thrift Stores
Feature: Thrift Stores 534 712 admin

Vincentian Experiences: Transactional or Relational?

By John Thelen, Executive Director of Lansing Diocesan Council
and Mike McClanahan, Director of Retail Operations of Phoenix Diocesan Council

Vincentian success stories happen throughout our country on a daily basis.

Our Vincentian encounters begin with that first call from a neighbor in need who is seeking some form of assistance from our SVdP Conference or Council.

As a Vincentian, it helps me to try to remember how hard it must be as a neighbor in need to make that first call to seek some form of assistance from SVdP. How we proceed with the initial call will help shape the story that will be told in the future about our work.

Is our Vincentian work creating “transactional” type experiences or will our actions create a “relational” experience with our neighbors in need?

Sometimes it’s easy to handle what just seems like transactions. Our neighbors are seeking a pretty straightforward request; paying a quick utility bill to prevent a shut-off or paying a landlord for a late rent payment. They can be pretty easy, quick transactions. The neighbor feels blessed to get the emergency assistance they were seeking and we as Vincentians feel good about what we were able to provide.

But is that enough?

Will the neighbor look back on their experience with our SVdP unit and see it as a transaction or will they think about it later and feel that we were invested in them as a person. Do we ask how everything else is going for them and then listen to really hear how we might be able to assist in other meaningful ways?

In my Conference, our Vincentians were fulfilling a lot of transactions. We were helping a good number of people with a good amount of money to clear up their emergency needs. As Vincentians, we felt like we were accomplishing the mission.

Over the last couple years, we have transitioned away from transactional experiences to doing more relational experiences. It has created a totally different feel among the Vincentian in our Conference. It does require additional time and follow-up with our Neighbors in Need, but certainly an investment worth making!

Ms. Cindy Teffer

To help make this more real, we would like to share Ms. Cindy Teffer’s experience with Vincentian Stephanie Wise, who is Lead Case Manager from the Phoenix, Arizona area.

 

The video shows a two-plus year experience between Cindy and Stephanie and others in the Vincentian Family.

All Conferences or Councils may not have the services available that you will see in this video, but the relationship created is what we can offer to our Neighbors in Need.

Towards the end of this short video, you will see how a pop-up thrift store at the National Assembly in Phoenix, Arizona helped put the icing on the cake for Ms. Cindy Teffer’s experience with SVdP.

Thrift Stores aren’t a necessity to provide meaningful experiences to our Neighbors in Need, but they can often times provide additional services that might not be available otherwise.

SVdP thrift stores provide meaningful employment and volunteer opportunities, and are a significant driver of the Society’s mission and effectiveness. Profits from stores contribute millions of dollars for Councils and Conferences to use in their communities. If you have questions about SVdP Thrift Stores near you or would like to explore the resources available to your Conference or Council, please go to https://thriftstores.ssvpusa.org. 

  • Pam Hudson

The Best Fundraisers Listen
The Best Fundraisers Listen 1080 1080 Pam Hudson

By Mike Flynn, Advancement Committee

Fund-raising involves asking someone for money, maybe a person in an organization. But it isn’t just about asking a question. It is about initiating a conversation. And a conversation is about listening as well as talking.

The best salespeople listen. It is in listening that you understand the other person’s perspectives on the world and your community.

Ask questions that prompt the other person’s knowledge about the need you are looking to fund. There might be knowledge that comes from the media, or it might be from someone or people that the person knows.

With that understanding, you can portray the needs of the community and how St. Vincent de Paul helps. And you can do it in a way that is more likely to be heard.
Some people are more likely to be persuaded by data. Others by personal stories. That is where your understanding of the person you are speaking with comes in. You will be able to tailor your evidence of the need based on that conversation.

For those who are more convinced by data, share the need in terms of the numbers of people St. Vincent de Paul has helped in your archdiocese, district council, or conference. It is usually best to report numbers on an annual basis – by type of help and dollar amounts.

For those more convinced by stories, think of a person you might have helped in a home visit. Tell how you felt approaching the home, entering the home and meeting the neighbor in need. Describe the home, including all who are living there. Tell you came to understand the need and how St. Vincent de Paul helped. And tell about the role prayer took in the visit.

Then ask for the contribution that based on your conversation is appropriate and aspirational. Ultimately, you are raising funds for St. Vincent de Paul, funds that will be used to help fill the needs of our neighbors in need.

 

11-2-2023 Questions and Answers
11-2-2023 Questions and Answers 1200 628 admin

Q: I know that Conferences are expected to follow federal, state, and local laws but I can’t find in the Rule where it states that.

A: It is not stated in the Rule. It is located in the Nationally Approved Bylaws for Conferences in Article 2. You will also find this in the Manual on Page 30 under two sections: “Legal and Financial Realities” and “Tax Laws and Financial Records.”

Q: What is the difference in bylaws between a Conference with an integrated board and a Conference with a separate board?

A: Conferences that are not incorporated are to use Document 1. They do not have a Board of Directors.

Conferences that are incorporated have two choices:

  1. Document 2 is Bylaws for a Conference with a Separate Board of Directors. This option provides for the President selecting/appointing the members of the Board. In this case, the Board has the authority to define policy. However, the Conference as a whole has the authority to override decisions made by the Board.
  2. Document 10 is Bylaws for a Conference with an Integrated Board of Directors. This option provides for all Conference members to be on the Board of Directors plus some appointees by the President. All members of the Conference are already on the Board, so there is no overriding authority.

Spanish Translation

P: Sé que se espera que las Conferencias sigan las leyes federales, estatales y locales, pero no puedo encontrar en la Regla dónde se establece eso.

R: Está en la Regla, Parte I, 5.2. También se encuentra en los Estatutos Aprobados a Nivel Nacional para Conferencias en el Artículo 2 y en el Manual en la página 30 en dos secciones: “Realidades Legales y Financieras” y “Leyes Tributarias y Registros Financieros”. A menudo hay una referencia a seguir las leyes estatales en sus Artículos de Incorporación.

P: ¿Cuál es la diferencia entre una Conferencia con una Mesa Directiva integrada y una Conferencia con una Mesa Directiva separada?

R: Las Conferencias que no se incorporen deben utilizar el Documento 1.  No tienen Mesa Directiva Separada.

Las Conferencias que se incorporan tienen dos opciones:

  1. El Documento 2 son los Estatutos para una Conferencia con una Mesa Directiva Separada.  Esta opción prevé que el Presidente seleccione/designe a los miembros de la Mesa Directiva.  En este caso, la Mesa Directiva tiene la autoridad para definir la política.  Sin embargo, la Conferencia en su conjunto está facultada para anular las decisiones adoptadas por la Mesa Directiva.
  2. El Documento 10 son los Estatutos para una Conferencia con una Mesa Directiva Integrada.  Esta opción prevé que todos los miembros de la Conferencia formen parte de la Mesa Directiva, además de algunas personas designadas por el Presidente. Todos los miembros de la Conferencia ya forman parte de la Mesa, por lo que no existe una autoridad superior.

10-26-2023 Questions and Answers
10-26-2023 Questions and Answers 1200 628 admin

Q: At a recent multi-Conference gathering, someone suggested that if a neighbor requests assistance more than once, the neighbor will be asked to perform “community service” in order to be served beyond the initial time. Is this in keeping with either the spirit or the letter of the Vincentian Rule?

A: The works of the Society have always been in imitation of Jesus. The assistance provided by Jesus was unconditional. He did not require those He helped to do anything in order to receive His assistance.

Once you require someone to do work in order to receive something in return (food, clothing, furniture, rent payment, utility bill payment, etc.), it falls into the realm of an employer-employee relationship with laws that have to be followed in that respect. What you are describing is not something the Society endorses.

Q: We are having our annual awards banquet and I am the Awards Nomination chairperson. Which award is the very highest, which award next, etc.? Is there someplace I could find this defined?

A: Awards are unique to each Council and Conference granting them. There is no set order defined by the National Council or an order defined by tradition. Each Council and Conference grants their own awards and decides the order of importance.

Spanish Translation

P: En una reciente reunión de varias Conferencias, alguien sugirió que, si un prójimo solicita asistencia más de una vez, se le pedirá a esa persona que realice “servicio comunitario” para que se le sirva más allá del tiempo inicial. ¿Está esto de acuerdo con el espíritu o lo que dice la Regla Vicentina?

R Los trabajos de la Sociedad siempre han sido a imitación de Jesús. La ayuda proporcionada por Jesús fue incondicional. Él no requirió que aquellos a quienes ayudó hicieran nada para recibir Su ayuda.

Una vez que requiere que alguien trabaje para recibir algo a cambio (comida, ropa, muebles, pago de alquiler, pago de facturas de servicios públicos, etc.), cae en el ámbito de una relación empleador-empleado con leyes que deben seguirse a ese respecto. Lo que usted está describiendo no es algo que la Sociedad respalde.

P: Estamos teniendo nuestro banquete anual de premios y yo soy el Presidente de la nominación de premios.  ¿Qué premio es el más alto, qué premio sigue, etc.? ¿Hay algún lugar donde pueda encontrar esto definido?

R: Los premios son únicos para cada Consejo y Conferencia que los otorga. No hay un orden establecido definido por el Consejo Nacional o un orden definido por la tradición. Cada Consejo y Conferencia otorga sus propios premios y decide el orden de importancia.

10-19-2023 Questions and Answers
10-19-2023 Questions and Answers 1200 628 admin

Q: Can a person join more than one Conference?

A: A Vincentian can hold membership at two Conferences. The member should disclose dual membership status information to both Conferences. Active Membership is defined by the Rule. Although allowed, it’s not often that one person is a member of more than one Conference, so duplication of numbers reporting is not significant.

Q: Recently, it was stated that “Twinning” was officially defined by the Society as: an arrangement between Conferences; A: to send a specific amount of money each month to Conference; B: which have need of additional income on a regular basis. Is this correct? If so, what do we call any help one Conference provides another Conference for a neighbor on a one-time basis?

A: The specific definition you gave is reasonable; however, it is not limited to monthly contributions. Twinning qualifies anytime one Conference or Council sends money to another Conference or Council to help with Society works. Giving money to another Conference to help in a particular case, qualifies instead as a co-pay because you are helping an individual through another Conference. In this case, both Conferences establish a case record for the person or family helped.

Spanish Translation

P: ¿Puede una persona unirse a más de una Conferencia?

R: Un Vicentino puede ser miembro de dos Conferencias. El miembro debe revelar información sobre el estado de doble membresía a ambas Conferencias. La membresía activa está definida por la Regla. Aunque está permitido, no es frecuente que una persona sea miembro de más de una Conferencia, por lo que la duplicación de los informes de números no es significativa.

P: Recientemente, se afirmó que el “Hermanamiento” fue definido oficialmente por la Sociedad como: un acuerdo entre Conferencias; A: enviar una cantidad específica de dinero cada mes a la Conferencia; B: que tiene necesidad de ingresos adicionales de forma regular. ¿Es esto correcto? Si es así, ¿cómo llamamos la ayuda que una Conferencia proporciona a otra Conferencia para un prójimo por una sola vez?

R: La definición específica que dio es razonable; sin embargo, no se limita a las contribuciones mensuales. El Hermanamiento califica cada vez que una Conferencia o Consejo envía dinero a otra Conferencia o Consejo para ayudar con las obras de la Sociedad. Dar dinero a otra Conferencia para ayudar en un caso particular, se considera como un copago porque usted está sirviendo a un individuo a través de otra Conferencia. En este caso, ambas Conferencias establecen un registro del caso para la persona o familia servida.

Members Portal Upgrade
Members Portal Upgrade 1080 1080 admin

We’ve made important changes to the Members Portal, providing a more secure space for member data, bringing us inline with current data security measures, and providing administrators with faster access. At the request of national leadership, the following changes have been made to the Members Portal.

  • Only Administrators shall have login permissions. Members will no longer be able to log in. This change limits the number of logins with access to member information.
  •  Administrators will only see member information for groups they have administrative access over. They will not be able to see member information of other groups. Grouping contact information and leadership remain available to administrators.
  • Password requirements have been changed to meet current minimum standards. All passwords must be 12 characters or more in length and have the following: one uppercase letter, one lowercase letter, one numeral, and one symbol. In order to ensure all passwords meet this standard, administrators will be required to reset passwords at the first post-upgrade login. This reset will only be required once and applies to administrators at all levels.
  • A ‘Forgot Password’ feature has been added, allowing administrators to reset their password at any time. The function sends the user a link via email to reset the password and requires administrators to have an email in their member record.
  • To emphasize data privacy, a privacy policy has been added. The policy is available for review at any time. Administrators must agree to the policy each time they login.
  • Minimum member data required has changed. The number of required fields to add a member has been reduced. First name, last name, member type and member status are the only fields required to add a member. Administrators have additional required fields (email, username, and password) that are essential for logging in and resetting passwords.
  • When adding new members, administrators must confirm that members are aware that their information is being entered into the Members Portal and that the new members are aware of the privacy policies governing the application. A template policy is available on the Need Help? page within the Members Portal for local administrators.

We thank you for your patience during this process. If you have any questions, please email the National Council Information Technology department at techsupport@svdpusa.org.

10-12-2023 Questions and Answers
10-12-2023 Questions and Answers 1200 628 admin

Q: We have a Conference reporting more than $100,000 in the annual report. The balance includes a checking account and investment account. They are reporting the investment gain or loss on line 5E Other Misc. Receipts. Since we report on a cash basis, how should the accounting of gain or loss be reported in the annual report? Should it be considered an adjustment to the beginning balance?

A: The Annual Report is a cash report. Any interest you gain from the checking account is real cash and should be reported under 5E. Only the change in cash should be reported on the Annual Report. If the investment account includes stocks and bonds, they have the original cash value. If cash dividends are received, they are reported under 5E also. A value increase or decrease is not reported until cashed in.

Q: Our Conference received some McDonald’s stock a few years ago, and we would now like to convert this stock to cash. How do we do this?

A: Stock received by a Conference can be converted to cash; however, members should obtain financial advice related to how to handle this process. Please contact Nancy Pino (npino@svdpusa.org), National Council CFO, for initial assistance.

Spanish Translation

P: Tenemos una Conferencia que reporta más de $100,000 en el informe anual. El saldo incluye una cuenta corriente y una cuenta de inversión. Están reportando la ganancia o pérdida de inversión en la línea 5E Otros recibos varios. Dado que informamos sobre una base de caja, ¿cómo debe informarse la contabilidad de ganancias o pérdidas en el informe anual? ¿Debería considerarse un ajuste al saldo inicial?

R: El Informe Anual es un informe de efectivo. Cualquier interés que obtenga de la cuenta corriente es efectivo real y debe reportarse bajo 5E.  Solo el cambio en efectivo debe informarse en el Informe Anual.  Si la cuenta de inversión incluye acciones y bonos, tienen el valor en efectivo original.  Si se reciben dividendos en efectivo, también se informan en 5E.  Un aumento o disminución del valor no se informa hasta que se cobra.

P: Nuestra Conferencia recibió algunas acciones de McDonald’s hace unos años, y ahora nos gustaría convertir estas acciones en efectivo. ¿Cómo lo hacemos?

R: Las acciones recibidas para una Conferencia se pueden convertir en efectivo; sin embargo, los miembros deben obtener asesoramiento financiero relacionado con la forma de manejar este proceso.  Comuníquese con Nancy Pino (npino@svdpusa.org), Directora Financiera del Consejo Nacional, para obtener asistencia inicial.

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