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Data Services

Data Services
Data Resources/Data Services
Tables/Data Services
Current Statistics/Data Services

Financial Services

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

Legal Services

Legal Services

Administrative & Judicial Procedures Handbook

Administrative & Judicial Procedures Handbook/ Legal Services
Copy Guidelines for Church/Legal Services
Cross & Flame/Legal Services
Legal Manual/Legal Services
Accountable Reimbursement
Tax Packet/Legal Services
Employee or Independent Contractor
Benevolence Policy
Local Transportation Expenses
Deacon Tax Treatment
Audit Technique Guide
Filing Requirements
Anchor 1
Additional Legal Resources/Legal Services

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

Treasurers' Resources 

Treasurers' Resources

Treasurer
Training

Data Services

2023 Training Presentation

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

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

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

United Methodist Insurance

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

Sovereign Insurance – MinistrySafe

Information Technology

IT Security – What you Need to Know

Human Resources

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

HR Training Videos

Referral Bonuses

Ministry Partners

Ministry Resource Guide

Denominational Discounts

UMC Support Services

For Local Churches

For Annual Conferences

GCFA Resources

Tax Packet

Legal Manual

Forms

Financial

Local Church

Legal

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

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

Magazine subscriptions

DS Resorces

District Superintendents' Resources 

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