The button below will take you to a compilation of all our best practices, policies & procedures in Finance. This is an external website, but does allow for you to search or uses our table of contents to find what you need inside the compilation.
Below that are individual documents for easier access.
Individual policies for easy and quick access
Updated: March 8, 2022 Updated: September 27, 2018 Updated: July 1, 2022 Updated: May 21, 2021 Updated: August 18, 2024 Updated: June 18, 2024 Updated: October 29, 2024 Updated: May 16, 2022 Updated: October 19, 2023 Updated: October 19, 2023 Updated: March 8, 2022 Updated: June 25, 2021 Updated: May 25, 2021 Updated: May 9, 2022 Updated: November 13, 2015 Updated: September 1, 2022 Updated: June 23, 2017 Updated: November 9, 2017 Updated: December 19, 2023 Updated: July 7, 2022 Updated: July 30, 2015 Updated: July 7, 2021 Updated: August 28, 2019 Updated: October 15, 2021 Updated: January 2, 2020 Updated: October 13, 2022 Updated: October 13, 2022 Updated: November 10, 2023 Updated: May 25, 2021 Updated: August 31, 2022 Updated: September 12, 2024 Updated: May 9, 2023 Updated: June 7, 2022 Updated: March 8, 2022
Accounting for Restricted Donations Fundraising and Ministry Funds
Archdiocesan Hotline Update Memo Bingo Guidelines Capital Projects Financing - Guidelines
Certification Letter for Parishes and Campus Ministries FY 2023-24 Certification Letter for Schools FY 2023-24 Charitable Gifts of Securities Instructions Collection Procedure for Ushers (English) Electronic Payment Processing System Guidelines Electronic Payment Processing Venmo Guidelines FACTS Reconciliation Guidance - Jan 2022 Festival Guidelines Financial Guidelines for Preschools Gift Shop Guidelines Guidelines for Recording Capital Transactions at a Parish Hardship Payments, Taxability, & Funding Guidelines
International Activities of Domestic Charitable Organizations Video International Charity Collections Payments and Wires Revised Nov 2017 IRS Auto Mileage Rates for 2024 IT Questionnaire & Resources Memo Recommended Clergy Or Personnel Going Away Gifts Merrill Partial Asset Transfer Authorization Letter Online Giving Guidelines Parish Finance Council Guidelines Parishioners Guide to Understanding Parish Finances ParishSOFT Accounting Revenue Reconciliation Process and Reports ParishSOFT Family Suites - Contribution Summary Reports Pastor/Administrator Church Financial Review Checklist
Presentation - Financial Review for Pastors Principal Financial Review Checklist Signed Contracts with Outside Vendors Stock Donations Acknowledgement Process Volunteer Count Room Guidelines
Volunteer Count Room Training Video
