Church Treasurer's Manual: Comprehensive Guide for Financial Management
Dive into the Church Treasurer's Manual, a detailed resource offering insights on church financial management, internal controls, stewardship, and more. Discover how to navigate investments, audits, personnel matters, and ethical considerations. Plus, explore valuable appendices for practical guidance and resources. Please note the important disclaimer regarding seeking professional advice for legal and accounting concerns.
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MCFNC PRESENTATION November 2016 Clearwater Beach, Fla
The Church Treasurer s Manual
104 PAGES OF MANUAL & Two Formats Computer for ease of navigation Printable for a hard copy
HOW CAN I GET ONE? https://app.box.com /s/5ecuytpbu4o1plbq z1sb38i26s9ou6hf
TABLE OF CONTENTS Chapter 1 Introduction. Chapter 2 Functions of a Church Treasurer. Chapter 3 Internal Controls and Record Keeping. Chapter 4 Investments and Endowment Funds. Chapter 5 Audit or Financial Review. Chapter 6 Insurance and Bonding. Chapter 7 Personnel. Chapter 8 Stewardship and Budgeting.
RESOURCES. General Resources Insurance Carriers Personnel Resources Stewardship Resources
APPENDICES. Audits or Financial Reviews Annual Financial Review, Review Checklist Gift Acceptance Policy Investment Policy Suggested Records Retention Job Descriptions Treasurer, Finance Committee, Financial Secretary Leasing Church Property Policy Statement for Leasing Church Property Lease Agreements, Long Term and Short Term Policies Cash Disbursements, Conflict of Interest, Counting Offerings, ETF, Credit Cards Endowment and Gifts, Include the Church in your Will? Ethics Policy, Reimbursement Plan Mission Funding Shared Mission Directed Mission Extra Commitment Opportunities Special Offerings
IMPORTANT DISCLAIMER. While this manual is provided in the hope it will assist you generally in answering questions, this document does not attempt to render legal, accounting, or other professional advice or services to you. If legal advice or other expert assistance is required, the services of a competent professional advisor should be sought. Indeed, before relying on information contained in this manual or any resource, including web sites, please consult with an attorney or other appropriate professional advisor licensed in your state.
CORRECTIONS & ADDITIONS. Available, no cost, through Diane, or me, Send all issues with content or grammar to me. If you think of something that would be helpful to include, let me know. If you have some nit-picky wording, spelling, grammar issue, send me the info. I want this doc to be useful and would like to keep it updated.
TODAY Ubi AND 990 NOT HOW YOU USE BUT HOW YOU ACQUIRE
TODAY ENDOWMENT RESTRICTED How you received? UNRESTRICTED GIFT ACCEPTANCE
TODAY DEFINING INCOME ROI Dividends, Interest, Growth
TODAY WHY A LEASE READ BEFORE
TODAY INTERNAL CONTROLS
QUESTIONS. Edd Breeden, Treasurer, San Jose Presbytery. Facebook, Financial Network Group Phone, text, 831-239-6817. Email. edd@breeden.us.
CORRECT & ADJUST. If at any time you find an error in spelling, grammar, content, or if you have thoughts on something that should be included in this manual, you have another way to do something and want to share it with others, etc. please email edd@breeden.us with what you have found so that we can keep the Manual as current, accurate, complete and helpful as possible.
