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: 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 23, 2024 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: 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
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 2025
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
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