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Looking for Reports or Resources

Data Services

Data Services
Data Resources/Data Services

Current Statistics

Largest Churches by Attendance – Visit www.umdata.org

Largest Churches by Membership – Visit www.umdata.org

Denominational Statistics

Current Statistics/Data Services

Central Conferences
Data Resources

CC Data Resources
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Frustrated With Technology?

UMC Support provides worry-free IT solutions, allowing you to focus on your ministry, not technology.

Financial Services

Financial Services
General Church/Financial Services
Local Church Audit Guide/Financial Services
Local Church/ Financial Services
Statement of Investment Guidelines/ Financial Services
Court hearing
Legal Services

Legal Services

Administrative & Judicial Procedures Handbook/ Legal Services

Administrative & Judicial Procedures Handbook

Copy Guidelines for Church/Legal Services
Cross & Flame/Legal Services
Legal Manual/Legal Services
Tax Packet/Legal Services
Accountable Reimbursement
Employee or Independent Contractor
Filing Requirements
Audit Technique Guide
Benevolence Policy
Local Transportation Expenses
Deacon Tax Treatment
Additional Legal Resources/Legal Services
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Engage Your Ministry With A Customized Website!

Building your website on an easy-to-use platform will help your organization maintain an effective ministry tool as you impact your community. 

Local Church Forms

Local Church Forms

Local Church Forms

Annual Accessibility Audit 

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

Annual Finance Committee Report (PDF) (Word) Rev. Feb. 2022

Annual Trustee Committee Report (PDF) (Word) Rev. Feb. 2022

Fund Balance Report (PDF) (Word) Rev. Feb. 2022

Appointment to an Extension Ministry  PDF Rev. Feb. 2022

GCFA Insurance Worksheet (PDF)

Proper Insurance Coverage Standard (PDF) Rev. Dec 2021

Conference

Planning meetings can be overwhelming and time consuming!

From pre- to post-event planning, we can provide as little or as much assistance to help make your next event a success. 

Treasurers' Resources

Treasurers' Resources 

NAACT 2023

2023
Treasurers'
Training

Data Services

2023 Training Presentation

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Episcopal Services

Episcopal Fund and Departmental Overview Presentation

Episcopal Fund Travel Expense Policies Procedures 

2017-2020 General Conference – Report 5 – Episcopal Fund – GC Approved 

JEO Financial Statement Audit Guidelines

EO Financial Reporting Checklist

 

Marketing and Communications

2023 Resources for your Annual Conference Presentation

 

Finance

Apportionment Calculation, Review of Payments Submitted to GCFA (Special Sunday offerings, etc,), Best practices for authority structures over spending from reserves vs. planned operations Presentation

CF&A Training

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Travel and Meeting Planning

Introduction to Meeting Planning – What is meeting planning?

Hybrid Meeting Checklist

Hybrid Event Questionnaire

Pre-Event Checklist

Post-Event Checklist

Virtual Event Checklist

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United Methodist Insurance

Presentation on Intro to UMI, Observations of Conference Programs, Emerging Insurance Issues, Risk Management

Sovereign Insurance – MinistrySafe

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Information Technology

IT Security – What you Need to Know

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Human Resources

Presentation on Recruiting Best Practices, Office Best Practices, Employment Law

HR Training Videos

Referral Bonuses

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Ministry Partners

Ministry Resource Guide

Denominational Discounts

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UMC Support Services

For Local Churches

For Annual Conferences

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GCFA Resources

Tax Packet

Legal Manual

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Forms

Financial

Local Church

Legal

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Books

  • The Buck Stops Here by Mary Logan

  • Church Financial Records Handbook 2017-2020 – Cokesbury

  • The Little Book of Boards by Erik Hanberg

  • Ministry and Money – A Practical Guide for Pastors by Janet T. Jamieson & Philip D. Jamieson

  • Nonprofit Finance: A Practical Guide for Controllers, CFOs and Board Members by Sheila Shanaker, CPA

  • The Giant Hairball by Gordon MacKenzie

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Listservs (Google groups)

  • UMC-Treasurer Groups – To be added, contact Christine Dodson

  • Association of United Methodist Conference Pension and Benefits Officers (AUMCPBO) – To be added, contact Paul Fernandez

 

Online Resources

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Magazine subscriptions

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District Superintendents' Resources 

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