Financial Reports and Resources


Financial Reports & Resources


Reports

Resources

Manual of Business Methods in Church Affairs. (PDF) This 177-page manual offers advice to church leaders about responsible methods of financial management including budgeting, internal controls, bookkeeping, taxes, clergy discretionary funds, audits, insurance, parochial reports and records management. The appendix lists many forms commonly used by treasurers of congregations, and provides instructions for obtaining copies of them. Samples of some generic forms are on the pages immediately following the Appendix.

Stewardship Resources for Congregational Leaders by the The Episcopal Network for Stewardship (TENS). Stewardship resources you can put to work in your congregation, diocese or ministry right away.

Tax Guide for Churches and Religious Organizations from the U.S. Internal Revenue Service. A 32-page PDF document.

The Advance and Development Committee provides financial assistance for parishes throughout the state that have a need for renovations, repairs or new construction. It also provides funding to promote growth for individual parishes.

Master Fund A Investment Forms –

 

Investment Guidelines (PDF) This 5-page statement of investment objectives and policies governs the investment management of the endowment assets of the Protestant Episcopal Church of the Diocese of Delaware known as Master Fund “A” (the “Fund”). Updated May 11, 2011

The Uniform Prudent Management of Institutional Funds
Title 12 of the State of Delaware will assist you in managing your funds established through a bequest or trust agreement.

Episcopal Church Building Fund. Despite the bland title, this organization’s email campaign has been fresh and inspiring. Take a look at their website, where you can sign up for the emails, which are short and infrequent. Going against type, they champion churches without walls.