This handbook will assist you in the work of extending Christ's love through the business of receiving, distributing, and report gifts given by God's people for the mission and ministry of the church. You will learn more about the basic financial records and procedures you need to manage funds received by your church. Also included are instructions for good financial control and for using forms developed especially to assist United Methodist congregations.
For the Counting CommitteeHow to implement good accounting control for cash and other receiptsStep-by-step instructions for counting the offering and preparing the Cast Receipts Voucher and the bank deposit
For the Finance SecretaryHow to initiate and maintain the Quarterly Report of GivingHow to prepare for distributing your giving reports
For the New Church TreasurerGetting startedCreating or updating your Chart of AccountsHow to keep Cash Receipts and Cash Disbursement JournalsHow to prepare your Monthly Treasurer’s Report and assist in reporting to the Charge Conference, District Superintendent, and Annual Conference.
The appendix provides a model for a more comprehensive recordkeeping approach using a General Ledger and includes instructions for preparing a Balance Sheet and Income & Expense Statement.
Available online with purchase of this resource, includes:
The United Methodist Financial Records Handbook 2017-2020 was developed by The General Council on Finance and Administration of The United Methodist Church.