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HOW TO START A LOCAL BRANCH - A RESIDENCY BRANCH STARTER KIT WELCOME to AMWA’s Residency
Division and THANK YOU for your interest in starting a local branch! Keep reading for ways to become more involved!
• Read through AMWA’s website to familiarize yourself with AMWA’s mission
• Become a national AMWA Residency Division member if you are not already
Decide to Start
Establish Leadership
Initiate Programs
• Choose president, vice-president, secretary, and treasurer leadership
• Determine which region your program is in and contact both the National Resident Recruitment Chair and your National Resident Regional Director
• Complete the registration forms and submit them to the National Resident Recruitment Chair and your National Resident Regional Director
• Apply for a Tax-ID Number - Wells Fargo is offering a fee-free option (details on last page)
• Develop local initiatives at your branch and get involved with national initiatives
• Tell us about your branch’s activities and we will publish it in the AMWA Resident Quarterly
• Apply for AMWA awards and submit your research for presentation
• Attend the National AMWA Conference and meet other
Websites:
Resident Division Homepage Resident Division Leadership
Resident Division Regions & Branches
Branch Activity Ideas
• “Wine & Cheese Night” or “Coffee Talks” with medical student branch members and women physicians
• Host female physicians for presentations or Q&As regarding their professions, their research, and other interests
Networking Activities
Mentorship Activities
• Host a “Residents as Teachers” session with local AMWA medical students
• Pair residents with AMWA medical student members to answer questions about surviving medical school, interviewing for residency, preparing for boards, conducting research together, etc
Branch Activity Ideas
Women’s Health
Advocacy
Women in Medicine Advocacy
• Learn about issues that affect women in medicine and get involved with your state medical society
• Start a book club! Some great titles include: Women Don’t Ask For It and Ask For It by Linda Babcock; Wonder Women by Debora Spar; On Becoming Fearless…in Love, Work, and Life by Arianna Huffington
• Participate in/plan a local health fair• Participate in the National AMWA initiative PATH
(Physicians Against the Trafficking of Humans)• Participate in a local school career day
American Medical Women’s Association ∙ 12100 Sunset Hills Road, Suite 130∙ Reston, VA ∙20190 P: 703-234-4069 F: 703-435-4390 E: [email protected]
AMWA Branch Affiliation Form Branch (city and branch number if known): _______________________________________________________________________________________ Key contact: (name and position)_____________________________________________________________ Email:______________________________________ Phone:______________________________________ Address:________________________________________________________________________________ Officers AMWA member? President ______________________________ e-mail: ___________________________ Y N Treasurer ______________________________ e-mail: ___________________________ Y N Secretary ______________________________ e-mail: ___________________________ Y N Other ______________________________ e-mail: ___________________________ Y N Other ______________________________ e-mail: ___________________________ Y N Other ______________________________ e-mail: ___________________________ Y N Planned Branch Activities: ________________________________________________________________________________________ ________________________________________________________________________________________ ________________________________________________________________________________________
Please complete these questions to the best of your knowledge. If you have any questions, please contact AMWA Headquarters: 866-564-2483 or [email protected].
1. Is your branch incorporated? □ Yes □ No
a. If yes, please supply a copy of your articles of incorporation/letter of determination in your submission. (See enclosed samples for reference.)
2. Does your branch have its own Tax ID Number (TIN)? □ Yes □ No a. If yes, what is your Tax ID Number? _____________________________ b. If not, please see the FAQ sheet for how to easily obtain one. The branch is required to have a TIN.
American Medical Women’s Association ∙ 12100 Sunset Hills Road, Suite 130∙ Reston, VA ∙20190 P: 703-234-4069 F: 703-435-4390 E: [email protected]
3. Does your branch have bylaws? □ Yes □ No a. If yes, please supply a copy of your bylaws in your submission. b. If no, all branches are required to have a set of bylaws that adhere to AMWA policies. See enclosed
sample for your use. Once completed, please send to AMWA.) 4. Did your branch complete a tax return for its last fiscal year? □ Yes □ No
a. If yes, please include a copy of the return in your submission. b. If no, why not? (Less than $50,000 in the bank, no bank account/funds, other)
______________________________________________________________ Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to electronically submit Form 990-N, also known as the e-Postcard, unless they choose to file a complete Form 990 or Form 990-EZ instead. The e-Postcard is due every year by the 15th day of the 5th month after the close of your tax year. For example, if your tax year ended on December 31, the e-Postcard is due May 15 of the following year. An organization that fails to file for three consecutive years will lose its tax-exempt status.
5. Is your branch currently insured with general liability coverage? □ Yes □ No a. If yes, please include a copy of the policy in your submission.
6. Does your branch currently have tax-exempt status? If not, would your branch like to receive tax-exempt
status under AMWA’s group exemption? If yes, please submit a letter to AMWA National requesting to be part of the group exemption.
7. Do you have a minimum of 5 AMWA members to start the branch?
Starting a Branch: Items to enclose with this form:
1. Signed Branch Affiliation Agreement 2. IRS letter of determination or articles of
corporation (if available) 3. Branch Bylaws 4. Tax return from last fiscal year-end
5. Branch member listing (excel file provided) 6. Letter requesting group exemption with
AMWA National (if applicable).
Continuing as a Branch: Items to return every year
1. Branch Annual Report Form by March 31 to AMWA 2. Updated Branch member listing (excel file provided) by March 31 to AMWA 3. File 990 N or 990 EZ with IRS by May 15
Every new branch will receive a Branch Welcome Packet with a copy of the Branch Affiliation Agreement, Branch Information Form, Branch Annual Report Form, sample 990N and 990EZ, Branch by-laws template, Branch Resources (AMWA DVD, AMWA Leadership Directory, AMWA CD with by-laws, policies and procedures, other resources), and AMWA member excel file template.
1 American Medical Women’s Association ∙ 100 N. 20th Street, Suite 400 ∙ Philadelphia, PA ∙19103
P: 215-320-3716 F: 215-564-2175 E: [email protected]
American Medical Women’s Association
BRANCH LICENSE AND AFFILIATION AGREEMENT
THIS AGREEMENT, dated the _____ day of _________, 20__, is by and between the American Medical Women’s Association (“AMWA”), and the ____________________ (“Branch”).
The parties agree as follows: 1.00 THE LICENSE
AMWA hereby grants to the Branch a license to utilize the name, “American Medical Women’s Association”; the acronym, “AMWA”; and the AMWA logo (collectively, “the AMWA Marks”) in connection with the name of the Branch.
2.00 FUNDAMENTAL PRINCIPLES 2.01 It is acknowledged that the Branch must adhere to certain Fundamental Principles, which are as follows
(i) that the Branch operate in a manner consistent with the mission and vision of AMWA; (ii) that the Branch operate in a manner consistent with the Bylaws of AMWA and all policies and
procedures adopted by AMWA;
(iii) that the Branch carry out its activities in a legal, fiscally responsible manner consistent with the Bylaws and policies of AMWA;
(iv) that the Branch obtain an IRS Tax ID Number (also known as an EIN or Employment
Identification Number) and submit a copy to AMWA Headquarters; and
(v) IF the Branch has their own tax-exempt status that it maintain the status under Section 501(c)(3) of the Internal Revenue Code and submit a copy to AMWA Headquarters.
(vi) That all Branch members be AMWA members
3.00 USE OF THE AMWA MARKS 3.01 The Branch shall use the AMWA Marks in a professional and responsible manner, and never in such a
way that may degrade or devalue the AMWA Marks or otherwise cause disrepute, ridicule, or embarrassment to AMWA.
3.02 The Branch undertakes not to make any application for any trademark or service mark in any class
anywhere using the AMWA Marks or any word, mark, design or logo confusingly similar except with the prior written consent of the AMWA.
4.00 MEMBERSHIP 4.01 The Branch shall have membership categories and criteria similar to those of AMWA. Membership in
the Branch will be eligible for a discounted AMWA membership rate.
2 American Medical Women’s Association ∙ 12100 Sunset Hills Road, Suite 130, Reston, VA 20190
P: 703.234.4069 E: [email protected]
4.02 The Branch shall submit to AMWA such information regarding the Branch’s legal and tax status as
AMWA may reasonably request, including proof of incorporation; the Branch’s tax identification number; and the Branch’s application for tax exemption and, upon receipt, the IRS exemption determination letter.
4.03 The Branch shall return to AMWA headquarters, the yearly report form -- an annual report describing
the Branch’s activities for the year, including financial status and a list of officers. AMWA shall establish a due date for this report and may create a standard reporting form.
4.04 The Branch is fiscally responsible for their branch and shall invoice and collect Branch dues. 5.00 TERM AND TERMINATION
This Agreement shall continue until terminated by either party on sixty (60) days notice. This Agreement will terminate automatically upon the Branch becoming insolvent, bankrupt, or unable to pays it debts and other obligations as they become due; the Branch ceasing substantial activity; or the Branch committing a material breach of this Agreement.
6.00 EFFECT OF TERMINATION
In the event that this Agreement shall terminate, the Branch’s rights and authority and the license to use the AMWA Marks shall cease immediately.
7.00 ASSIGNMENT AND SUBLICENSING
This Agreement, including the license herein granted, is personal to the Branch and nonassignable by the Branch, and any purported assignment shall be invalid and void.
8.00 AMENDMENTS No amendment, modification or waiver of the terms of this Agreement shall be valid unless set out in
writing and executed by the AMWA and the Branch. 9.00 MISCELLANEOUS 9.01 This Agreement sets forth the entire understanding between the parties concerning the subject matter
of this Agreement, and supercedes all prior and/or contemporaneous agreements, arrangements, negotiations and/or understandings between the parties.
9.02 The parties acknowledge that any violation of this Agreement may cause the other party immediate and
irreparable harm and damage which may be difficult or impossible to measure. Therefore, either party may seek equitable or injunctive relief in addition to any other right or remedy to which it may be entitled when necessary to preserve its rights.
9.03 The parties are independent entities and nothing in this Agreement shall be construed to establish a
partnership, joint venture, agency or similar relationship between them. Neither party is an agent of the other and shall not hold itself out as such. The parties agree to indemnify, defend, and hold each other harmless for all claims, liabilities, judgments and costs, including attorneys’ fee and court costs, of third persons arising out of the negligent acts, omissions or willful acts of each other.
3 American Medical Women’s Association ∙ 12100 Sunset Hills Road, Suite 130, Reston, VA 20190
P: 703.234.4069 E: [email protected]
9.04 This Agreement represent the entire understanding of the parties and supersedes any prior written or oral agreements or understandings, regardless of format, between the parties.
10.00 GOVERNING LAW
This Agreement and its interpretation, construction and effect shall be governed by and in accordance with the laws of the State of Virginia, and the parties expressly waive its choice of law rules. The parties agree that venue and jurisdiction for any litigation arising out of, related to, or regarding the validity of, this Agreement shall lie in the State and/or Federal courts in Reston, VA.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date set forth above.
AMWA BRANCH By ______________________________ By ______________________________ Name ___________________________ Name ___________________________ Title ____________________________ Title ____________________________ Date ____________________________ Date ____________________________
Wells Fargo has a long history of community involvement. Through the Wells Fargo Foundation, we support a vast number of non-profit causes and understand the needs of non-profit entities from the inside out. The financial strength of Wells Fargo is validated further by its triple-A credit rating, giving you confidence that your organization is working with a financially-sound bank rooted in each community that it serves. We are honored to be selected as the preferred financial institution of AMWA and its subsidiaries.
Opening a bank account with Wells Fargo is fast and secure using the following 3-step process: Step 1: You will need 1 of the following business documents:
• Business license • Fictitious Name Certificate or Statement
• Certificate of Assumed Name • Organization/Association Articles Bylaws
• Statement of Organization • Board Meeting Minutes
Step 2: Complete the form provided called “Authorization for Information” and schedule a phone appointment with Grace Soliven. She is the Wells Fargo Business Banking partner that will set up your branch’s bank account. There are no fees to set up your account.
Grace Soliven Wells Fargo Business Banking 510-655-0995 [email protected]
Step 3: Grace will email your new account information and signature panels via secure email for the safe transfer of your information.
Grace Soliven Business Banking Specialist
Wells Fargo Bank 344 Highland Ave. Piedmont, CA 94611 510-655-0995 510-653-8628 fax
"
July 1, 2015
Re: Opening a Wells Fargo AMWA Branch Bank Account
Dear members of American Medical Women's Association;