This website offers five links to articles on the following topics: “Request to Encumber or Mortgage,” “Local Church Financial Review Guide,” “Questions about Housing Allowance,” “W-2 Sample for Ordained Staff,” and “Records Retention Schedule.” The “Review Guide” answers common questions about financial audits in a Q & A format that includes a definition of terms, the elements of an audit, and suggestions for explaining the auditor’s report to a congregation. “Housing Allowance” includes a discussion about how a housing allowance is to be determined, documented, and reported. The “W-2 Sample” is a replica of the form with its components identified and explained. The records schedule includes permanent and temporary records, and a timetable for other documents, such as employment applications, time cards, and W-4 forms. While the documents assume Presbyterian polity, most of the information applies to numerous religious traditions, though the booklet does not substitute for legal or financial professional advice.
Curated by Janet Hoover