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Lodge secretary bundle

Lodge Secretary Kit 2027

The Masonic trestleboard template for Word plus 22 pages of lodge treasurer forms, in one download

$17.99 Bundle: save 18%

Buy now, instant download $17.99Or buy on Etsy $17.99Instant download: Word documents plus a PDF of forms. Nothing is shipped.Instant downloadMade for Word, also opens in LibreOfficeSecure checkout through Gumroad or EtsyFile problem? We fix it or refund you

Good for

  • Lodge Secretaries who also help with the books
  • A Secretary and Treasurer sharing the work
  • A new officer line starting 2027

Everything a lodge secretary and treasurer need for 2027 in one download: our Lodge Trestleboard Kit for Microsoft Word plus our Lodge Treasurer Forms.

The trestleboards come dated for every month from December 2026 through December 2027, each with that month's calendar already filled in. The treasurer forms cover the money side, from the stated meeting count sheet to the per capita worksheet.

Both for $17.99, instead of $21.98 bought separately.

What's included

  • 14 two-page trestleboards: December 2026, every month of 2027, and one undated for any month
  • Stated Communication notice with an order of business, a Special Communication notice and a Masonic memorial service notice
  • Officer, trustee and committee roster, and a 2027 at a Glance calendar
  • Every Word file in two editions: Classic (black and charcoal, copies cleanly) and Color (lodge blue with gold rules)
  • Lodge Treasurer Forms, 22 printable pages (US Letter PDF): stated meeting count sheet, deposit log, dinner cash box report, payment order, reimbursement request and bank reconciliation worksheet
  • Also: monthly treasurer's report, annual budget worksheet, dues ledger, per capita worksheet, relief request record, trustees' examination checklist and more

Details

  • Made for Microsoft Word on Windows or Mac; also opens in LibreOffice (free). Google Docs changes the page layout, so Word or LibreOffice is recommended
  • Georgia and Arial only, fonts already on your computer, so nothing shifts
  • No ritual or esoteric content, and no Grand Lodge names, seals or logos. Office titles only, so it suits any lodge, including Prince Hall lodges
  • No shop name, footer or branding of ours inside any lodge document
  • For use by your own lodge

Free: a January 2027 trestleboard and meeting notice for Word, on the trestleboard template page

Sold as a digital download (Word documents and a PDF) through our Etsy shop and on Gumroad.

Prefer Notion? Our free Club & Lodge Treasurer Ledger template on the Notion Marketplace keeps dues, funds, two-person counts, events, bank reconciliation and a monthly report in one Notion page, with labeled example data and a plain-language setup guide. It works on Notion’s free plan.

Get the free Notion template

Questions & answers

What is in the kit?

Two of our products together: the Lodge Trestleboard Kit (Word templates for a monthly trestleboard, meeting notices, a roster and a 2027 calendar) and the Lodge Treasurer Forms (22 printable pages for the lodge's money).

Does it work in Google Docs?

Not well for the trestleboards: Google Docs lays out the page differently, so it can spill onto an extra page. Use Microsoft Word (Windows or Mac) or LibreOffice, which is free. The treasurer forms are a PDF and print from any computer.

Will it suit our lodge?

It uses office titles only and has no ritual and no Grand Lodge names, seals or logos, so it works for any lodge style, including Prince Hall lodges. Add your own emblem or seal if your jurisdiction allows it.

Can I try it before I buy?

Yes. The trestleboard template page has a free sample: the January 2027 trestleboard and the Stated Communication notice as Word documents.

Is anything shipped?

No. It is an instant digital download, sold through Gumroad and our Etsy shop. Nothing is mailed.

What if something is wrong with my file?

Digital downloads can't be returned once downloaded, but if something is wrong with a file, we'll fix it or refund you. Message us through Gumroad or Etsy, wherever you bought it.

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