Diocese of Fond du Lac Seal
Treasurer Workshop - Diocese of Fond du Lac
The Episcopal Church in northeast Wisconsin
A part of the worldwide Anglican Communion
Episcopal Church Website

webinarChurch Treasurer Webinars

Learn through your computer, only a computer with audio is required. To register for upcoming webinars or view past webinars, click here...

Information and Resources Links

Can't find it? Materials out of date? Let us know by emailing Matthew Payne.

  • Click to open... Church Finance Today | Monthly newsletter with focus on one or two issues
  • Click to Download Clergy Minimum Compensation Schedule | explains compensation of clergy
  • Click to Download Electronic Resources for the Church Treasurer | one-page list of resource connections
  • Click to Download End of Year Checklist for Church Treasurers | reminder of the details
  • Click to open... Form I-9: Employment Eligibility Verification | keep on file for all employees
  • Click to Download Frequently Asked Questions (FAQ) About Diocesan Finances | explains how the money flows
  • Click to open... Gift Acknowledgement Sample |IRS language to include on gift acknowledgements
  • Click to download... Health Insurance Rates | details of policies, premium for health, dental, vision

IRS Forms & Publications

  • Click to open... Information for Churches and Religious Organizations | portal page
  • Click to Download Form W-4 | for lay employee withholding or clergy voluntary withholding
  • Click to Download Form W-9 | collect SSN of non-employees (supply clergy)
  • Click to Download Notice 1340, Tax-Exempt Organizations and Raffle Prizes | details for not violating tax exempt status
  • Click to Download Publication 15, Circular E, Employer's Tax Guide | payroll guidance galore
  • Click to Download Publication 15-A, Employer's Supplemental Tax Guide | more payroll guidance
  • Click to Download Publication 526, Charitable Contributions | rules for keeping track
  • Click to Download Publication 557, Tax-Exempt Status for Your Organization | explains how not to violate tax exempt status
  • Click to Download Publication 1771, Charitable Organizations Substantiation and Disclosure Requirements | details for compliance
  • Click to Download Publication 1779, Independent Contractor or Employee . . . | determining how to pay
  • Click to Download Publication 1828, Tax Guide for Churches and Religious Organizations | tax-exempt details for churches
  • Click to Download Publication 4573, Group Exemptions | explains tax-exempt part of the Episcopal Church
  • CLick to download PDF file... Job Description Church Treasurer, Sample | guidance for understanding the position
  • Click to Download Manual of Business Methods in Church Affairs | details on bookeeping

Parochial Report

  • Click to open... Information (forms, workbooks, instructions) | needed to complete
  • Click to open... Studying Your Congregation and Community | applying data from present and past
  • Click to Download Why do the Parochial Report? | how the parochial report is used


  • Click to open website. 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
  • Click to open website. Lay Pension Plan Information from Church Pension Group,both Defined Contribution and Defined Benefit Plans
  • Click to Download Enrolling Lay Employees in the Church Pension Fund


  • Discretionary Fund Policy Documents
    • Click to download... Deacons and Non-Parochial Priests
    • Click to download... Parochial Priests
  • Click to Download Finance Policies for Congregations | summary of actions to take
  • Click to Download Health Insurance | explains eligibility, who pays
  • Click to Download Lay Employee Pensions | explains eligibility, who pays
  • Click to Download Records Management for Congregations: A Manual for Episcopal Parishes and Missions | explains what needs to be kept, how long

Report and Form Samples

  • Click to Download Cash and Funds Statement | following transactions
  • CLick to download PDF file... Church Treasurer Job Description
  • Click to Download Counting Sheet | taking care of assets coming in
  • Click to Download Housing Allowance Resolution | exluding housing from a cleric's taxable income
  • Click to Download Income and Expense Statement for Congregations | categorizing cash flow 
  • Click to open... Stewardship: The Episcopal Network for Stewardship (TENS) | resources
  • Click to Download Supply Clergy Listing and Rates | compensating and reimbursing supply clergy

Tax Information

  • Click to open... Tax Resources for Clergy | details on taking your full benefits, guidance for record keeping
  • Click to Download Federal Reporting Requirements for Episcopal Churches| summary of actions for being in compliance with federal laws
  • Tax Exempt Status
    • Click to Download (Group Exemption) Letter Example for Congregations | the "Letter of Determination" showing tax exempt status by the IRS
    • Click to Download Tax Exempt Status (Group Exemption) IRS Publication 4573 | explanaiton of tax exempt exemption


    • Click to Download Employee’s Withholding Exemption Certificate / New Hire Reporting | similar to the federal W-4 on the state level
    • Click to Download Sales and Use Tax Exemption Certificate Form S-211 | don't pay state tax for church purchases
    For additional information, contact the Diocesan Office at (920) 830-8866 or diofdl@diofdl.org