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Finance Info and Resources

Reference Documents for Treasurers and Bookkeepers

Please note: in the event that information conflicts please take into account the following:

  • New policy supercedes the old. Use current documents
  • Diocesan policy/Synod policy cannot countermand TEC / ELCA policy. The latter supercedes the former. 
  • Congregational policy cannot countermand Diocesan/Synodical or TEC / ELCA policy. The latter supercedes the former.
  • When TEC – ELCA policies or Synod – Diocesan policies confilct (i.e. Episcopalians and Lutherans differ), the stricter of the two policies is to be chosen. 
  • Church fiscal policy cannot countermand local, state, and federal policy. That would be illegal.  

Manual of Business Methods. 

Please see the latest from the Episcopal Church website.

How to Handle Money

Pdf document.

Proceedures for Counting & Handling Money.

Pdf document.

Amending or Ending Gift Restrictions

Pdf document.

ELCA Resources & Policies

Website: ELCA Finance for Congregations

Diocesan Resources & Policies

Website: Congregational Fiance & Business Resources

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