Finance Guidelines Resources


Finance Guidelines 2017-2020 Cover

The goal of the ministry of finance is to fund ministries that nurture persons in their faith. The finance system in the congregation will raise, manage, and disperse the funds of the congregation that help realize the mission and vision of the church. This Guidelines booklet is designed to help equip you in leading this ministry group in your congregation. These additional resources are referenced in the booklet. 

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Local Church Audit Guide and The Local Church Audit Guide FAQ

[Guidelines, pages 14-17]
The United Methodist Book of Discipline assigns the responsibility for the annual audit of financial records to the committee on finance. The purpose of this audit guide is to assist the committee in its work.

Audit is Not a Four-Letter Word!

[Guidelines, page 17]
Archived Webinar

Narrative Budget

Narrative Budget
A narrative budget is a simple, clear description of what the church would like to accomplish in each area of ministry and the spending that will be necessary to achieve each goal.

What is a narrative budget? Is it different from a line-item budget? 

Sample Narrative Budget

“I’m A UMC E-Giver” Cards

[Guidelines, page 31]
"I'm a UMC E-Giver!" Downloadable PDF cards for persons who give to your church electronically.

Appendix: Laws and Regulations

[Guidelines, page 34 and following]

Form SS-4 — Application for Employer Identification Number

IRS Publication 1828 — Tax Guide for Churches and Other Religious Organizations

IRS Publication 517 — Social Security and Other Information for Members of the Clergy and Religious Workers

IRS Publication 15 (Circular E) — Employer’s Tax Guide

Form 1099-MISC

IRS Publication 15-A — Employer’s Supplemental Tax Guide

IRS Publication 1771 — Charitable Contributions: Substantiation and Disclosure Requirements

IRS Form 8283 — Noncash Charitable Contributions