Financial Management

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Many local church financial and legal resources are available on the General Council on Finance and Administration website. Click these links to see some specific tools and resources.

• Accountable Reimbursement Policies - Sample Expense (PDF)
• Administrative and Judicial Procedures Handbook
• Child Abuse and Neglect - Reporting Statutes
• Cross and Flame Use
• GCFA Group Ruling
• GCFA Legal Manual
• GCFA Recommendations for Crowd Funding (PDF)
• GCFA Tax Packet
• HIPPAA Privacy Rule and Local Churches - Memorandum (PDF)
• Leasing by Third Party of Church Property (PDF)
• Local Church Statistics and Why They Matter
  • Local Church Statistics reference table (PDF)
• Statement of Investment Guidelines
• The Trust Clause (PDF)
• UMC Organizations to be listed on Guidestar

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Audit guide

The United Methodist Book of Discipline assigns the responsibility for the annual audit of financial records to the committee on finance. The committee “shall make provisions for an annual audit of the financial statements of the local church and all its organizations and accounts. The committee shall make a full and complete report to the annual charge conference” (258.4d). A local church audit guide was created to assist local churches with this task.  View audit guide / FAQs about local church audit

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Gifts of stock

To begin the stock donation process, contact Diane Weller at the Minnesota United Methodist Foundation (612-230-3337 / diane.weller@dkmnmf.org).

Note: The information provided is intended as general information only. Donors should consult with their own tax or legal advisor. The Minnesota Conference will not be responsible for any losses that occur on stock transactions.