Forms and Resources
Data Services
Financial Services
General Church Finance Resources
Statement of Investment Guidelines
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
Social Security Payroll Tax Delay Guidance from Wespath and GCFA
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
​
Do you have questions relating to the Employee Retention Credit?
Additional Legal Resources
15 Passenger Van Policy (Sample)
Summary of Federal Law Changes Affecting Exempt/Non-Exempt Workers Status.
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
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
Treasurers' Resources
Treasurer
Resources
NAACT 2023
Agenda
​
Presentations
2021 Trustee Training For The District
2021 Finance Training for Amory St James
2022 Clergy Transitional Workshop
2023 Finance Training For District Events
​
Letters
​
Sponsor Links
Treasurer
Training
Data Services
​
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
​
Travel and Meeting Planning
Introduction to Meeting Planning – What is meeting planning?
​
United Methodist Insurance
Sovereign Insurance – MinistrySafe
​
​
Information Technology
IT Security – What you Need to Know
​
Human Resources
Presentation on Recruiting Best Practices, Office Best Practices, Employment Law
​
Ministry Partners
​
UMC Support Services
​
GCFA Resources
​
Forms
​
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
-
Church & Clergy Tax Guide by Richard Hammar
-
Evangelical Council on Finance & Administration
-
Church Excel newsletter and website https://www.ecfa.church/churchexcel.aspx
-
The Church Network (for Church Business Administrators)
​
Magazine subscriptions
District Superintendents' Resources
DS Resources
Communications & Marketing
Annual Conference Newsletter & Email Best Practices
​
Finance
Apportionment Calculation and Review of Payments Submitted to GCFA
​
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
​
Human Resources
Human Resources Training Videos
​
Information Technology
IT Case Study of Greater New Jersey Conference
​
Insurance
United Methodist Insurance Program
​
Ministry Partners
Ministry Partners Discount Page
​
Local Church