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

Episcopal Church Treasurers and others wanting to know more about church finances will be able to learn more through a series of webinar. Webinars offered are available for viewing afterwards.

Date Topics Description
Click to view recorded webinar
1 hour, 15 minutes
PAROCHIAL
REPORTS
Complee the financial section of the annual parochial report. Forms, workbook and directions can be found here. Having last year's completed report is also helpful.
Click to view recorded webinar
1 hour, 8 minutes
RESPONSIBILITIES & OVERVIEW What being a church treasurer means, the big picture of resposiblity and resources available to assist.
Click to view recorded webinar
1 hour, 24 minutes
ASSETS
COMING IN
Examines assets coming in to a congregation such as income for operations and revenue for other purposes. How recorded? Tracked? Reported? Acknowledged?
Click to view recorded webinar
1 hour, 20 minutes
ASSETS
GOING OUT
Examines assets going out from a congregation such as expenses for operations and disbursements for other purposes. How approved? Recorded? Tracked? Reported? Verified?
Click to view recorded webinar
1 hour, 26 minutes
PAYROLL Examines complexities of payroll, especially for clergy. Who are employees? Independent contractors? What forms need to be filed? Do we pay social security?
Click to view recorded webinar
1 hour, 33 minutes
ASSETS
SITTING AROUND
Examines proper handling of assets held by the congregation, including petty cash, cash accounts and investments. How should these be recorded? Tracked? Reported?

Information and Resources Links

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 Find something out of date?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

  • Clergy Minimum Compensation Schedule Click to Download
  • Discretionary Fund Policy Document
    • For Deacons and Non-Parochial Priests Click to download...
    • For Parochial Priests Click to download...
  • Electronic Resources for the Church Treasurer Click to Download
  • End of Year Checklist Click to Download
  • Form I-9: Employment Eligibility Verification Click to open...
  • Frequently Asked Questions (FAQ) About Diocesan Finances Click to Download
  • Gift Acknowledgement Sample Language Click to open...
  • Health Insurance Rates (Medical, Dental) Click to download...
  • IRS:
    • Information for Churches and Religious Organizations Click to open...
    • Form W-4 Click to Download
    • Form W-9 Click to Download
    • Notice 1340, Tax-Exempt Organizations and Raffle Prizes Click to Download
    • Publication 15, Circular E, Employer's Tax Guide Click to Download
    • Publication 15-A, Employer's Supplemental Tax Guide Click to Download
    • Publication 526, Charitable Contributions Click to Download
    • Publication 557, Tax-Exempt Status for Your Organization Click to Download
    • Publication 1771, Charitable Organizations Substantiation and Disclosure Requirements Click to Download
    • Publication 1779, Independent Contractor or Employee . . .Click to Download
    • Publication 1828, Tax Guide for Churches and Religious Organizations Click to Download
    • Publication 4573, Group Exemptions Click to Download
  • Job Description Church Treasurer, Sample CLick to download PDF file...
  • Manual of Business Methods in Church Affairs Click to Download
  • Parochial Report
    • Information (forms, workbooks, instructions) Click to open...
    • Studying Your Congregation and Community Click to open...
    • Why do the Parochial Report? Click to Download
  • Pensions
    • Clergy Pension Plan Information from Church Pension Group Click to open website.
      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 Click to open website.
      Both Defined Contribution and Defined Benefit Plans
    • Enrolling Lay Employees in the Church Pension Fund Click to Download
  • Policies
    • Finance Policies for Congregations Click to Download
    • Health Insurance Click to Download
    • Lay Employee Pensions Click to Download
  • Records Management for Congregations: A Manual for Episcopal Parishes and Missions Click to Download
  • Sample Reports and Forms:
    • Cash and Funds Statement Click to Download
    • Church Treasurer Job Description CLick to download PDF file...
    • Counting Sheet Click to Download
    • Housing Allowance Resolution Click to Download
    • Income and Expense Statement for Congregations Click to Download 
  • Stewardship: The Episcopal Network for Stewardship (TENS) Click to open...
  • Supply Clergy Listing and Rates Click to Download
  • Tax Information
    • Clergy Tax Guide and more from the Church Pension Group Click to open...
    • Federal Reporting Requirements for Episcopal Churches Click to Download
  • Tax Exempt Status
    • (Group Exemption) Letter Example for Congregations Click to Download
    • Tax Exempt Status (Group Exemption) IRS Publication 4573 Click to Download
  • Wisconsin
    • Employee’s Withholding Exemption Certificate / New Hire Reporting Click to Download
    • Sales and Use Tax Exemption Certificate Form S-211 Click to Download
  • Webinars - watch 2013 webinars on the diocesan YouTube channel Click to open...
For additional information, contact the Diocesan Office at (920) 830-8866 or diofdl@diofdl.org