Data Services
Current Statistics
Largest Churches by Attendance – Visit www.umdata.org
Largest Churches by Membership – Visit www.umdata.org
Regional Conferences
Data Resources
Regional Conference Training Slides
BAC (English l French l Portuguese l Swahili)
BAC Instructions (English l l French l Portuguese l Swahili)
Stats Form (English l French l Portuguese l Swahili)
Leadership Form (English l French l Portuguese l Swahili)
Financial Services
Statement of Investment Guidelines
Does Your Ministry Have the Correct Copyright?
Legal Services
Administrative & Judicial Procedures Handbook
Copyright Guidelines for Churches
Tax Packet - Addressing Tax Issues
Accountable Reimbursement Polices and Forms
Accountable Reimbursement Policies Q & A
Accountable Reimbursement Policy – Short Form
Clergy Housing Allowance
Federal Tax Issues And IRS
Employee or Independent Contractor?
Episcopal Residence Information Reporting
Form W-2: Example of Form W-2 for Clergy
Form W-3: W-3 Reporting Requirements
Group Rulings and Charitable Contributions
Letter to GCFA from IRS re: Form 941
Tax Reporting and Filing Requirements
Tax Rates and Limits
Miscellaneous Policies And Forms
Tax Items Relating to Deacons
Memorandum Tax Status of Probationary Deacons
Memorandum – Tax Status of Deacons
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Additional Legal Resources
15 Passenger Van Policy (Sample)
Social Security Payroll Tax Delay Guidance from Wespath and GCFA
HIPPA Privacy Rule and Local Churches
Leasing by Third Party of Church Property
Personnel and Supervisory Guidelines
GCFA Recommendations for Crowdfunding
Insurance Considerations for Leasing and Renting Church or Ministry Property
Local Church Forms
Local Church Forms
Minutes of the Charge/Church Conference (PDF) (Word) Rev. Feb. 2022
Annual Report of the Pastor (PDF) (Word) Rev. Feb. 2022
Annual Report of the Deacon (PDF) (Word) Rev. Feb. 2022
Report of the Finance Committee (PDF) (Word) Rev. Feb. 2022
Report of the Trustees Committee (PDF) (Word) Rev. Feb. 2022
Fund Balance Report (PDF) (Word) Rev. Feb. 2022
Appointment to an Extension Ministry PDF Rev. Feb. 2022
Treasurers' Resources
Treasurer
Resources
NAACT 2025
Agenda
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Presentations & Resources
United Voices, Shared Vision: The Power of Communication & Collaboration
Wespath​​
Book of Discipline Required Groups & Ministries
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Sponsor Links​
NAACT 2024
Agenda
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Presentations
Wespath Presentation​​
United Methodist Insurance Program Presentation
Shared Centralized Services System Presentation
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Sponsor Links​
2026
Treasurers'
Training
Data Services
Business Of Annual Conference (BAC), Statistics, and Report Forms Update
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Episcopal Services
Episcopal Fund Policy Procedure Manual
2025-2028 Report No. 5- The Episcopal Fund
Treasurer Discussion- Episcopal Fund
Bishop Housing Allowance Payments - Tax Considerations
Episcopal Residence-Housing Standards
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Marketing and Communications
United In Imapact — Leadership Overview
Administrative Resources For Your Conference
Finance
Apportionment Calculation and General Conference Approvals & Actual vs. Projected Apportionments
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United Methodist Insurance
Presentation on Intro to UMI, State of the Market, and Observations of Conference Programs
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Information Technology
Security Considerations When Using Technology
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Human Resources
Presentation on Recruiting Best Practices, Office Best Practices, Employment Law
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Ministry Partners
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UMC Support Services
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Forms
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Resources
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2024
Treasurers'
Training
Data Services
AC Treasurer Training Presentation
Episcopal Services
Episcopal Residence Housing Standards
Episcopal Housing Allowance Agreement
Bishop Housing Allowance Payment-Tax Considerations
Additional Episcopal Information and Links
Marketing and Communications
Communications and Marketing Presentation
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Travel and Meeting Planning
Travel and Meeting Planning Presentation
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United Methodist Insurance
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Information Technology
Information Security Best Practices Training
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Human Resources
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Ministry Partners
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UMC Support Services
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GCFA Resources
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Forms
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District Superintendents' Resources
DS Resources
Communications & Marketing
Annual Conference Newsletter & Email Best Practices
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Travel and Meeting Planning
Hybrid Event Pre-Event Checklist
Best Practices Checklist for Pre-event
Best Practices Checklist for Post-event
Travel and Meeting Planning Case Study
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Human Resources
Human Resources Training Videos
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Information Technology
IT Case Study of Greater New Jersey Conference
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Insurance
United Methodist Insurance Program
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Ministry Partners
Ministry Partners Discount Page
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Local Church