Leader Resources
Financial Roles in the Congregation
The presentation reviews basic aspects of the treasurer, financial secretary, and trustee roles in a local congregation. It discusses creating a “financial dashboard” to help fellow board members understand the finances of the congregation, effective ways to record and thank donors for their gifts, and best practices around cash controls and cash management. Rev. Andrew Warner, CFRE, President of the Wisconsin Foundation UCC, will lead the presentation.
Presentation Slide Deck with Notes
Sample Conflicts of Interest Policy Statement
Example of a financial dashboard as a one page handout to board members
Example of the spreadsheet to create the dashboard graphics
National Study on Congregational Economic Practices
Leadership Reflection: Financial Secretary
The financial secretary of a congregation provides a crucial role in thanking donors for their pledges and gifts. Read how Paul Karch approaches his volunteer role at First Congregational UCC in Madison. Read the article here.