1 of 60

Membership 101

2 of 60

Every Member Matters

3 of 60

Engagement

…the act of being involved, participating, and committing

4 of 60

Belonging

…a deep emotional and social sense of being accepted and feeling secure within a group

5 of 60

Empowerment

…the confidence to make decisions and achieve personal goals

6 of 60

Why the Red Heart?

Red heart sticker is to remind you that MEMBERSHIP is Everyone’s responsibility.

Every chapter member should be focused on:

connecting with current members - Engagement
making everyone feel accepted and valued– Belonging
Participating in chapter decisions - Empowerment
ANDm recruiting potential members

Growing a stronger chapter can seem challenging—and at times, overwhelming.

Where can a chapter find new members?

How can it keep current members engaged and active?

\What draws members to meetings?

How can a chapter encourage members to step into leadership roles?

As chapter president, remember that strengthening the chapter is a shared responsibility.

Engage your officers and committee chairs in the process, and work together to identify strategies and tools that will make your efforts more effective.

By involving the entire chapter in achieving these goals, you can build a stronger, more active, and more engaged organization.

7 of 60

How healthy is your chapter?

Dues are paid on time.
20% membership growth over 5 years is evidenced.
Officers/related personnel attend state organization training meetings.
Communication with state organization leaders is open and interactive.
Plan for strengthening chapter is in place (Biennial Goals, Strategic Plan, Leadership Succession Plan, etc.).
Leadership positions are easily filled.
Members participate and engage in chapter activities.

Vital Signs:

8 of 60

What if your chapter is not healthy?

9 of 60

Merger? Dissolution?

Member Impact
Logistics
Fiduciary Obligations

10 of 60

Outcome

The discontinued chapter

or dissolved chapter

ceases to exist

11 of 60

Member�Impact

12 of 60

Merging Chapters

Dissolving Chapter

Become a member of the newly combined chapter

Transfer membership to an established chapter or state organization chapter

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

13 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Integrate members from both chapters, blending enthusiasm with opportunities for engagement.

Merging Chapters

14 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Encourage merging both chapter leadership teams,

and facilitate blending committees with members

from both chapters.

Merging Chapters

15 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Use communication protocols to ensure all members have access to chapter information.

Merging Chapters

16 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Send a personalized, welcoming message to the incoming members.

Merging Chapters

17 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Host a social event or outing for all members.

Merging Chapters

18 of 60

Member Impact

Engagement ~ Belonging ~ Empowerment

Every Member Matters

Host a reorientation and recommitment

for all members.

Merging Chapters

19 of 60

Logistics

20 of 60

Form 310

Located in Chapter and State Connect

Steps for

Dissolution

21 of 60

Form 311

Located in Chapter and State Connect

Steps for

Merging Chapters

FORM 311 lists ALL the steps needed for chapters to merge.

FIRST - Contact NC DKG officers and the regional director.

Chapters considering mergeing, meet and review all relevant information BEFORE making a decision.
REVIEW governing documents for DKG, NC DKG, and chapter rules and select which chapter name will be retained.
Members for each merging chapter must vote to merge. Minutes must document the outcome of the vote and be retained.
After the vote, no meetings by the discontinued chapter & financial assets are transferred to the continuing chapter.

Ex. Alpha & Beta have chosen to retain Alpha Chapter as the name of the merged chapters. After voting to merge, Beta chapter has no meetings, and financial assets are transferred to Alpha Chapter.
See Form 311 for specific details related to financial assets.
There are specific financial obligations the discontinued chapter (no longer named) must follow, including filing a final IRS 990N. See Form 311 for specific details related to financial assets.

FINALLY, after all steps are completed, a motion to merge chapters must be approved by the NC DKG Executive Board.
NC DKG officer completes Form 311 – Report for Merging and submits to DKG.
Encourage members to maintain membership – in the discontinued chapter, continue as a member of the continuing chapter, transfer to another chapter, become a SO member, or drop membership.

22 of 60

Contact NC DKG president, NC DKG membership chair and your regional director for support and guidance

Logistics

Merging & Dissolving Chapters

23 of 60

Chapters considering merging or dissolving meet to discuss preliminary plans and review all relevant information before making a decision.

Logistics

Merging & Dissolving Chapters

Follow the governing documents

(Constitution, Bylaws, Standing Rules, Chapter Rules)

at all levels of the Society

24 of 60

Logistics

Merging Chapters

The name of one of the merging chapters should be retained to maintain continuity, preserve history, and avoid the need to obtain a new EIN and establish new bank accounts.

25 of 60

Logistics

Merging Chapters

Select which chapter will continue (name will be retained)

and which chapter will cease to exist (name will be retired).

Members of both chapters must approve the decision.

26 of 60

At a regular meeting, members must vote to merge

or to dissolve.

Minutes must document the outcome of the vote

and be retained.

Logistics

Merging & Dissolving Chapters

27 of 60

Logistics

Merging & Dissolving Chapters

After the chapter(s) vote, the discontinued or the dissolved chapter may not hold any meetings.

28 of 60

Logistics

Merging & Dissolving Chapters

Merging Chapters

Dissolving Chapter

The continuing chapter takes ownership of the records and DKG paraphernalia of the discontinued chapter.

Chapter charter is returned

to NC DKG.

The dissolved chapter shreds personal and identifying information of members.

Chapter charter and DKG paraphernalia of the dissolved chapter are returned to NC DKG.

29 of 60

Fiduciary�Obligations

30 of 60

The president and treasurer of the dissolved or discontinued chapter must close all financial accounts.

These accounts include, but are not limited to, checking, savings, scholarship/grants, investments, certificates of deposit, and gifted or bequeathed funds.

Fiduciary Obligations

Merging & Dissolving Chapters

31 of 60

The financial institution(s) shall issue bank check(s) representing the full amounts in all accounts payable to the continuing chapter (merge) or the NC DKG treasurer (dissolve).

The discontinued chapter remits the bank check(s) to the continuing chapter.

The dissolved chapter remits the bank check(s) to the NC DKG Treasurer.

Fiduciary Obligations

Merging & Dissolving Chapters

32 of 60

The financial assets of a chapter are entrusted to their care, but are legally owned by

The Delta Kappa Gamma Society International.

Funds may not legally be distributed to members,

non-members, a different organization, spent on members,

or provide member or non-member dues, awards or gifts.

Fiduciary Obligations

Merging & Dissolving Chapters

33 of 60

Be cautious and watchful...

Do not allow the officers, the membership, or Executive Board to vote to direct your president and treasurer to commit mismanagement, misappropriation of funds, or theft by adopting the illegal spending of funds

Fiduciary Obligations

Merging & Dissolving Chapters

34 of 60

The discontinued chapter treasurer or the dissolved chapter treasurer must file a final

IRS 990N during the period of July 1 – November 15.

Fiduciary Obligations

Merging & Dissolving Chapters

35 of 60

Final�Actions

36 of 60

Final Actions for Merger

A motion to merge chapters must be approved by the NC DKG Executive Board.

The NC DKG president completes the

Form 311 – Report for Merging and submits to DKG.

Form 311 must be signed by a representative and the treasurer of the discontinued and the continuing chapters.

37 of 60

Final Actions for Dissolution

A motion to dissolve a chapter must be approved by the NC DKG Executive Board.

The NC DKG president completes the

Form 310 – Report for Dissolution and submits to DKG.

Form 310 must be signed by a representative and the treasurer of the dissolved chapter.

38 of 60

��NC DKG President Janie Webb�or�NC DKG Membership Chair Carol Bostian

Questions or Comments

Contact

39 of 60

Form 6�Report of Death of a Member

40 of 60

What is Form 6?

Form 6 is the DKG International form used to report a member’s death.

41 of 60

Who completes Form 6?

Form 6 is completed by the chapter president or membership chair.

42 of 60

When is Form 6 submitted?

Form 6 is submitted as soon as possible following a member’s death.

43 of 60

Where can I find Form 6?

Form 6 is found on the DKG website.

44 of 60

Sign into the DKG website:

Membership #

Your Password

45 of 60

Hover over My DKG��Scroll to Forms & click

46 of 60

Click Membership

47 of 60

Click �Form 6

48 of 60

49 of 60

50 of 60

Who receives a copy of Form 6?

DKG Membership Services
NC DKG President
NC DKG Membership Chair
NC DKG Treasurer

51 of 60

Where can I find the emails?

52 of 60

NC DKG Membership Committee web page

53 of 60

NC DKG Forms

web page

54 of 60

Every �NC DKG News

issue

55 of 60

Membership Recruitment�Table Talk

56 of 60

Table Talk Process

One recruitment problem will be presented on the screen
Each person writes one solution to the problem on a sticky note.
Share the ideas at your table.
Place your sticky note on the appropriate problem chart.

57 of 60

Problem #1

What are some strategies for recruiting new members?

SOLUTIONS:

Have your elevator speech ready – short description of what DKG Is and how it benefits members.
Recruit members ALL year – anyone can pay dues at any time. Once dues are paid, they are a member. Don’t have to wait for an induction ceremony.
Encourage members to bring a visitor (potential member) to a meeting.
Hold chapter meetings at locations outside schools, i.e. public library, art center> Invite their educators.(Connections)
Hold meetings at local schools-invite all their educators to join your meeting.
Look beyond the regular classroom - Change awareness of who can join-ALL educators (see the DKG brochure for a list of eligible members)
Request recommendations from members in administrative roles
Seek referrals from district administrators who are not members
Remain alert to your children, grandchildren, and other family members who share stories about the outstanding educators in their lives.
Watch for local news articles and reports that highlight teachers recognized for educational awards.

Have community projects that “potentials” may be interested in being involved in
Drop of letters in multiple copies for school secretaries to distribute
Drop off "snail mail" flyers/ posters

58 of 60

Problem #2

How do we keep the

new members?

59 of 60

Problem #3

How can we use technology to recruit new members?

60 of 60

Don’t hesitate to reach out to the�NC DKG Membership Chair�if you need help!��membership@ncdkg.org