Church Treasurer Webinars
Episcopal Church treasurers and others wanting to know more about church finances are invited to register for webinar(s) using the links below. All webinars will be on Thursdays from 7:00pm-8:30pm (Central Time). If you are unable to join, webinars will be recorded for later playback. After you've registered, you'll receive an email reminder the day before. Support materials for webinars are available two days before. If you will be on the phone only, please download materials prior to the webinar to follow along.
 GoToWebinar Users' Guide - to assist your preparations.
Date
Thursdays |
Topic |
Register |
Description |
PAROCHIAL REPORTS
To view, click here |
Focused on completing the financial section of the annual parochial report with a little time on the vital statistics portion. |
RESPONSIBILITIES & OVERVIEW
To view, click here |
Looking at what being a church treasurer means, look at the big picture of resposiblities and look at resources available to assist them in doing their ministry. |
ASSETS COMING IN
To view, click here |
Examines assets that come into a congregation such as income for operations and revenue for other purposes. How should these be recorded? Tracked? Reported? Acknowledged? |
ASSETS COMING IN
To view, click here |
Examines assets that go out from a congregation such as expenses for operations and disbursements for other purposes. How should these be approved? Recorded? Tracked? Reported? Verified? |
PAYROLL
To view, click here |
Examines the complexities of payroll, especially for clergy as well as for lay people. Who are employees? Who are independent contractors? What forms need to be filed with the IRS? Do we have to pay social security? |
ASSETS SITTING AROUND
To view, click here |
Examines proper handling of assets held by the congregation, including petty cash, cash accounts and investments. How should these be recorded? Tracked? Reported? |
Treasurers' Workshop Info Links
- Clergy Minimum Compensation Schedule
- Discretionary Fund Policy Document
- For Deacons and Non-Parochial Priests
- For Parochial Priests
- Electronic Resources for the Church Treasurer
- End of Year Checklist
- Form I-9: Employment Eligibility Verification
- Frequently Asked Questions (FAQ) About Diocesan Finances
- Health Insurance Rates 2013 (Medical, Dental)
- IRS:
- Information for Churches and Religious Organizations
- Form W-4
- Form W-9
- Notice 1340, Tax-Exempt Organizations and Raffle Prizes
- Publication 15, Circular E, Employer's Tax Guide
- Publication 15-A, Employer's Supplemental Tax Guide
- Publication 526, Charitable Contributions
- Publication 557, Tax-Exempt Status for Your Organization
- Publication 1771, Charitable Organizations Substantiation and Disclosure Requirements
- Publication 1779, Independent Contractor or Employee . . .
- Publication 1828, Tax Guide for Churches and Religious Organizations
- Publication 4573, Group Exemptions
- Job Description Church Treasurer, Sample
- Manual of Business Methods in Church Affairs
- Parochial Report
- Information
- Studying Your Congregation and Community
- Why do the Parochial Report?
- Pensions
- Clergy Pension Plan Information from Church Pension Group
Includes New Assignment Notice Form, Report Change in a Cleric's Duties/Compensation Form, Guide to Benefits under the Clergy Pension Plan, Reference for Pension Administrators
- Lay Pension Plan Information from Church Pension Group
Both Defined Contribution and Defined Benefit Plans
- Enrolling Lay Employees in the Church Pension Fund
- Policies
- Finance Policies for Congregations
- Health Insurance
- Health Reimbursements
- Lay Employee Pensions
- Records Management for Congregations: A Manual for Episcopal Parishes and Missions
- Sample Reports and Forms:
- Cash and Funds Statement
- Church Treasurer Job Description
- Counting Sheet
- Housing Allowance Resolution
- Income and Expense Statement for Congregations
- Stewardship: The Episcopal Network for Stewardship (TENS)
- Supply Clergy Listing and Rates
- Tax Information
- Clergy Tax Guide and more from the Church Pension Group
- Federal Reporting Requirements for Episcopal Churches
- Tax Exempt Status
- (Group Exemption) Letter Example for Congregations
- Tax Exempt Status (Group Exemption) IRS Publication 4573
- Wisconsin
- Employee’s Withholding Exemption Certificate / New Hire Reporting
- Sales and Use Tax Exemption Certificate Form S-211
For additional information,
contact the Diocesan Office at (920) 830-8866 or diofdl@diofdl.org |
