Church Treasurer Seminar: Tasks, Laws, and Policies
Learn about the essential tasks of a church treasurer, Canadian laws regarding church finances, and internal control policies of the Seventh-day Adventist Church in this informative seminar presented by Scott Nischuk and Becky Masson. Understand the responsibilities, legal requirements, and best practices involved in managing church finances effectively.
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Presentation Transcript
CHURCH TREASURER SEMINAR BY SCOTT NISCHUK AND BECKY MASSON
WHAT WE WILL COVER TASKS OF THE TREASURER CANADIAN LAWS REGARDING CHURCH FINANCES POLICIES OF THE SEVENTH-DAY ADVENTIST CHURCH Q&A
TASKS OF THE TREASURER WEEKLY TASKS COLLECT AND COUNT OFFERING MAKE DEPOSITS TO THE BANK PAY BILLS AND EXPENSE CLAIMS MONTHLY TASKS ADVENTIST GIVING ONLINE MAKE ENTRIES TO CHURCHPAL RECONCILE BANK STATEMENT PROCESS BY WHICH YOU MATCH YOUR RECORDS IN CHURCHPAL WITH BANK S RECORDS FILE DOCUMENTS
TASKS OF THE TREASURER CONT. MONTHLY TASKS CONT. TRANSMIT CHURCHPAL INFO TO CONFERENCE PRESENT FINANCIAL REPORTS TO BOARD YEARLY TASKS YEAR-END ENSURE NSF CHEQUES ARE REVERSED IN DECEMBER IN CHURCHPAL TRANSMIT CHURCHPAL INFO TO CONFERENCE BY JAN 10 PRESENT AUDIT REPORT TO BOARD PRINT DONATION RECEIPTS FILE GST REBATE CLAIM
LAWS REGARDING CHURCH FINANCES DONATIONS TO OTHER CHARITIES MAY DONATE TO OTHER REGISTERED CANADIAN CHARITIES OTHER CHARITY S PURPOSES MUST BE IN HARMONY WITH OURS MAY ISSUE RECEIPTS DONATIONS OUTSIDE CANADA PROHIBITED DOESN T MATTER IF ADVENTIST CHURCH, CONFERENCE, OR SCHOOL SOME EXCEPTIONS FOR ADVENTIST UNIVERSITIES IN USA MAY USE AGENCY AGREEMENT
LAWS REGARDING CHURCH FINANCES CONT. DONATIONS TO INDIVIDUALS GENERALLY PROHIBITED EXCEPTIONS: NEEDY PERSON OR STUDENT APPLIES TO BOARD BOARD MUST ESTABLISH CRITERIA AND PROCESS FUNDS MUST BE OPEN TO ALL DONORS GIVE TO FUND, NOT INDIVIDUAL LOANS PROHIBITED
POLICIES OF THE SDA CHURCH INTERNAL CONTROL OFFERING COLLECTION PROCEDURES COUNT AS SOON AS POSSIBLE 2 UNRELATED INDIVIDUALS EXPENSES 2 SIGNATURES EXPENSE CLAIM FORM PHONE EXPENSES PAYMENTS TO INDIVIDUALS BOARD APPROVED LOOSE OFFERINGS USE OFFERING CALENDAR
POLICIES OF THE SDA CHURCH CONT. HONORARIUMS MAX $500 PER YEAR NON-CANADIAN RESIDENTS ALL AMOUNTS THROUGH CONFERENCE MISSION TRIPS DOCUMENTATION REQUIREMENTS CANADIAN CONTROLLED PROJECTS REPORTING REQUIREMENTS
OTHER TOPICS PAYROLL GIFTS-IN-KIND (DONE AT CONFERENCE) NO CREDIT CARDS DESIGNATED GIVING (POLICY & USE OF FUNDS) ENCOURAGE MEMBERS TO GIVE TO CFB DOCUMENT RETENTION REQUIREMENTS BOARD APPROVAL OF ALL FUNDS AND PROJECTS (FOR INSURANCE AND ) NEW TREASURER S TRAINING DONE BY CONFERENCE OFFICE KEEPS ACCOUNT NAMES GENERAL BANK SIGNATURES CHANGES DONE AT CONFERENCE DIRECT ENERGY AGREEMENT
