| Local Church
(Sections 1 & 2) |
Local
Church, Section 1
Topics included in Section 1: |
- The Charge Conference
- Trust Duties and Local
Church Trustees
- Fiduciary Duty of
Trustees
- Trustee Receipt and
Investment of Funds
- Local Church Property
- Insurance
- Board of Trustees,
Membership, Election, Officers
- Annual Report and
Record Keeping
- Property Under Two-And
Multi-Point Charges and Shared Facilities
- Mergers
- Incorporation of a
Local Church
- Building Committees
and Programs
- Transportation Safety
- Federal Bus
Regulations
- Van Safety Concerns
|
Local
Church, Section 2
Topics included in Section 2: |
- Incorporation of the
Local Church - Charge Conference Resolutions
- Incorporation of the
Local Church - Board of Trustees Resolution
- Articles of
Incorporation
- Original Appointment
of Agent
- Bylaws
- Why Some Churches
Consider Separate Incorporation of Their Center
- Sample Articles of
Incorporation
- Sample Bylaws ABC
Children's Center
|
| Personnel (Sections 1 &
2) |
Personnel -
Section 1
Topics included in Section 1: |
- Background
- Advantages and
Disadvantages of Personnel Policies
- Common Personal
Policies
- Personnel Records
1. Access to Personnel Records and Confidentiality
2. Record Retention
3. Subpoena of Personnel Records
- Federal Laws Coverage
- Posting Requirements
- Avoiding Problems in
Hiring and Firing Employees
1. Interviewing Lay Persons
2. Ministerial Positions
3. Background Checks in General
4. Background Checks for Ministerial Positions
5. Other Checks and Balances for Lay and Clergy Applicants and Staff
6. Job Descriptions and Performance Management
7. Termination of Lay Staff
- Employee or
Independent Contractor
- Sample Policies
|
Personnel -
Section 2
Topics included in Section 2: |
- Immigration
- Notice and
Authorization
- Disclosure Statement
- Personnel Record
Guidelines
- Supervisory File
Guidelines
- Sexual
Harassment/Misconduct Investigations Guidelines
- Employee Hire
Checklist
- Employee Termination
Checklist
|
| Property and Estate
Planning (Sections 1- 4) |
Property
and Estate Planning - Section 1
Topics included in Section 1: |
- Property - The Trust
Clause
1. New Provision
2. Absence of an Express Trust Clause
- Acquisition and Sale
of Property by Local Churches
1. Purchase of Real Property
2. Sale, Transfer, Lease, and Mortgage of Real Property
- Property Concerns,
Oversight and Reports
- District Property and
District Board of Church Location and Building
- Annual Conference
Property and Annual Conference Board of Trustees
- Discontinuation and
Abandonment
- Church Property Legal
Issues
- Leasing of Church
Property
- Historic Landmarking
of Church Property
- Conveyances of
Property
1. Contracts for Sale of Real Property
2. Deeds
3. Adverse Possession
4. Recording
5. Ensuring Good Title
6. Mortgages
- Mechanic's Liens
- Surveys
- Property Taxes
1. Taxes vs. Assessments
2. Local Taxing Requirements
3. Keep Your Exemption
- Trusts
- Trustee Duties and
Charitable Trusts
- Wills
1. Abatement and Ademption
2. Probate
- Personal and Real
Property - Gifts
1. Charitable Donations and Deductions
2. Gift Restrictions and Encumbrances
- Stewardship and
Planned Giving
- United Methodist
Foundations
- Contracts
1. Introduction
2. Definition of a Contract
3. Function of a Contract
4. Types of Contracts
5. Terms to Include in Contracts
6. Contract Authority and Authorization
7. Amending an Existing Contract
8. Dispute Issues
9. Important Tax for Independent Contractors Information
|
Property and Estate Planning -
Section 2
Topics included
in Section 2: |
- Copyright
1. Copyright - General
2. Religious Services Exemption
3. Audio and Videotapes of Religious Services
4. Video Viewing
5. Internet and Web Pages
6. Computer Software
7. Uploading and Downloading from the Internet
- Application and Use of
"United Methodist" Name
- The Cross and Flame
Insignia
1. Need to Maintain Integrity of Trademark
2. Commercial Use
|
Property and
Estate Planning - Section 3:
Topics included
in Section 3: |
- The Trust Clause: Who Owns
Our Church?!?
- Local Church Property
Sale, Transfer, Lease and Mortgage Checklist
- Local Church Purchase of
Real Property Checklist
- Annual Conference Trustees
and Property
- Checklist: Discontinuation
Or Abandonment Of Local Church Property
- Sample Letter to a Local
Church - (For a Voluntary Church Closing)
- Sample: Property
Matter - Resolution for Discontinuance
- Ten Steps For
Being a Successful Church Landlord
- Sample: Short
Version Environmental Gift Language
- Sample: Real
Estate Contract Provision For Environmental Protections for Church
Buyer (or Donee)
|
Property
and Estate Planning - Section 4
Topics included in Section 4: |
- Statement of
Investment Guidelines
- Appendix A - Sample,
Statement of Investment Policy, Objectives, and Guidelines
|
| Insurance and Risk
Management (Sections 1 & 2) |
Insurance and Risk
Management - Section 1
Topics included in Section 1: |
- Insurance and Risk
Management
- Introduction
- Conflict
- Crisis Communications
Planning
- Loss Prevention
- Insurance
1. Background
2. The Need for Church Insurance
3. Sources of Church Insurance
4. Insurance Coverages
- Bonding and Auditing
Requirements
- Fidelity Bonds - Local
Church
- When A Lawsuit is
Filed--And Until It's Over
|
Insurance and Risk Management - Section 2:
Topics included in Section 2: |
- Tips for
Preventing and Catching Misuse of Church Funds
- Local Church
Self-Inspection Checklist
- Parsonage
Self-Inspection Checklist
- Incident
Investigation Report
- Follow-Up and
Audit Checklist
- Arson Prevention
Checklist
- Church Contents
Inventory
- Important - For
Your Records
|
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