Purpose: To manage the church’s financial affairs legally, ethically, compassionately, prudently, and transparently, and assist the church in developing budgets and fundraising initiatives that support the congregation’s needs, goals, and values

Membership and Meetings:  Membership is voluntary and/or solicited, with most members holding specific roles. Meetings are held infrequently, as needed.

Responsibilities:

  • Prepare a proposed annual operating budget for submission to the Board of Trustees
  • Maintain pledge records
  • Manage collection plate receipts
  • Manage miscellaneous contributions
  • Manage annual pledge drive
  • Manage investment of assets
  • Oversee fundraising efforts
  • Ensure that employees and bills are paid in a timely fashion
  • Maintain conventional accounting records
  • Prepare monthly financial report for the Board of Trustees
  • Prepare annual financial report for the Annual Meeting of the congregation

 

Job Description for Chair of Finance Committee (Keith Lewis)

  • Develop agendas for committee meetings
  • Chair meetings of the committee
  • Ensure that all committee responsibilities are met

 

Job Description for Treasurer (Marilyn Mosher)

  • Serve on the Board of Trustees and as a member of the Executive Committee
  • Identify and bring financial issues to the Board’s attention for information and/or action as necessary
  • Assist with preparation of the annual operating budget, including preparing and updating budget documents for presentation to the Board and congregation
  • Prepare monthly reports to Board and annual reports to congregation
  • Research cost of living, UUA fair compensation guidelines and other available sources to assist in salary recommendations
  • Coordinate all payroll activities with outside service, including new employee setup, changes in salaries, year-end reporting and the like.  Work with employees as needed to ensure accurate payments and withholding.
  • Pay all other bills and reimbursements of the Church using Quicken to maintain accounts and issue checks
  • Sign checks and interact with bank as needed to resolve discrepancies
  • Download transactions from bank, including deposits, and allocate monies to appropriate budget line items
  • Maintain records of special donations and offerings to ensure they are utilized for intended purpose
  • Make financial records available for any audit called for by the Board
  • Addresses miscellaneous finance-related questions and issues as they arise
  • Update this Board Manual as needed

Job Description for Stewardship Secretary (Rene and René Castle) 

  • Receive and deposit all funds
  • Report receipts to Treasurer weekly
  • Maintain pledge records
  • Send tax notices in January
  • Send pledge notices at other times, as needed

Details

 

Fundraising Subcommittee

Purpose: To plan and provide events intended to raise funds for the church in accord with the SKUUC Fundraising Events Policy

Membership and Meetings:  Membership is determined by the Finance Committee. Meetings are held infrequently, as needed.

Planning a Church Event

 

Job Description for Service Auction Coordinator (TBD)

Tasks:

  • Select date
  • Reserve facility
  • Find someone to handle food
  • Find auctioneer(s)
  • Find someone to handle silent auction
  • Create forms for soliciting contributions
  • Create and distribute advertising flyers
  • Arrange repeated pulpit announcements to solicit contributions and invite people to attend
  • Arrange Chalice announcements
  • Arrange other announcements (bulletin, Facebook, StarrKingSPARK, website, Chalice,e-mails?)
  • Find two people to do record keeping and collect money at the auction
  • Assist possible contributors to get good items and descriptions
  • Make lists of contributions for auctioneers and record keepers
  • Set up room
  • Manage auctioneers, record keepers, food coordinator, silent auction coordinator
  • Clean up
  • Tell buyers what they bought
  • Tell sellers who bought their service
  • Collect remaining money

Job Description for Canvass Chair (TBD)

 

Tasks: Under development.

 

 

 

Job Description for Memorial and Endowment Fund Manager

THE POSITION OF MEMORIAL AND ENDOWMENT FUND MANAGER  IS CURRENTLY VACANT. WILL YOU CONSIDER VOLUNTEERING? IF SO, SPEAK TO ANY MEMBER OF THE BOARD OF TRUSTEES.

Tasks:

  • Manage investment of Memorial and Endowment Funds
  • Submit financial reports to the Board of Trustees at least quarterly
  • Submit annual financial report at the end of each fiscal year
  • Send statements to donors for tax purposes in January
  • Educate the congregation about giving to the funds

 FINANCIAL PROCEDURES DOCUMENT