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  EVANGELISE THROUGH

FINANCE COMMITTEE

1. The Role Of The Finance Committee

2. The Meeting

3. Annual Timeline

4. Parish Accounts

5. Implementing Parish Collections

6. Canon Law And Finances

7. Parish Databases

8. Planned Giving Programs

9. Book-keeping

10. Credit Cards And Direct Debits

11. Reporting To The Parish

12. Parish Budgets

13. Maximising Appeals

 

 


FINANCE COMMITTEE

3. Annual Timeline


Sample Annual Timeline for Finance committee
As a Finance Committee or Council you will have a list (or you will need one!) of responsibilities which either you take on in the parish or which are given by the diocese. The key is to have these types of activities regularly worked into the committee meetings so they are always covered. You will also find you don't have some really long busy months and meetings, and a lot which are very quiet.

This is worked on the assumption of Australian and New Zealand seasons, with the main holidays in December and January, and with a financial year running July 1 to June 30.

Monthly
Financial report to Finance committee, Bequest advertisement in parish newsletter, Report on percentage of pledges received provided to parish

February
Receipts to parishioners, Quarterly review on Pastoral revenue, Quarterly statement and envelopes

March
Forming of Sharing God?s gifts committee, Pre-budget discussion with members of Pastoral Council

April
First budget draft, including projection of present year result, Quarterly report on Pastoral revenue, Facility maintenance report

May
Budget to Pastoral Council, Review of Charitable Works Fund appeal

June
Final budget approval, Extra appeal e.g. youth, Facility maintenance report, Update to parishioners on planned giving pledges

July
Receipts to parishioners, Quarterly review on Pastoral revenue,
Quarterly statement and envelopes

August
Facility maintenance report, Financial Report to Diocese finalised

September
Staff pay review, Plan maintenance for year

October
Receipts to parishioners, Quarterly review on Pastoral revenue, Quarterly statement and envelopes

November
Efficiency audit looking at purchasing, Insurance and risk management annual review

December
Christmas Party



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Copyright © 2004, Martin Teulan