Finance Topics

Thank You!

Ross Williams

January 17, 2018

Dear Pastors, Administrative Board Chairs, Finance Chairs, and Treasurers, I would like to take this opportunity to say "thanks" for your tremendous commitment in honoring the work of our connectional church.  As a former church treasurer, finance chair and stewardship chair I am keenly aware of what it means for a church to pay their conference apportionments.  It is not a trivial accomplishment, especially in what have been challenging economic times.  We ended the 2017 year collecting 90%...

Church Finance Training

Ross Williams

January 11, 2018

Dear Treasurers and Finance Chairs (cc: to Pastors), Each year your district holds District Resource Days, which consist of training in a variety of areas for both clergy and laity. I encourage you to attend Church Finance training which be offered as a break-out session on the following dates and locations. Sincerely,  Ross   1) Saturday 1/27/18, 9:30am to Noon, UMC of Liberty, 170 North Main Street, Liberty, NY 12754,  2) Saturday 2/3/18, 9:30am to Noon, Overlook UMC, 233 Tinker St. Woodstock,...

2017 Apportionments

Ross Williams

January 09, 2018

Dear Treasurers and Finance Chairs (cc: to Pastors), Happy New Year!  My very best wishes for a new year filled with peace, joy and good health.   With the close of the calendar year I want to encourage you to do all you can to pay 2017 conference apportionments in full.  The cut-off date for receiving funds is this Friday, January 12th   If your church cannot pay apportionments in full, please consider exceeding your previous year's payment percentage.  If you have any questions about the ...

Statistical Tables

Margaret Howe

January 09, 2018

Dear Pastor, Finance Committee Chair and Treasurer, The 2018 Statistical Tables are open!  Have you logged on?  Remember the last date for entries is January 31, 2018.  Statistical Tables have been revised!  I think you will find in some cases it is much clearer with user friendly explanations.  However you cannot simply take the previous year and match.  You need to log on and see the previous (2016) alongside the new year (2017) with the revised questions. Your District Statistician and I ...

IRS Mileage Rate for 2018

Ross Williams

December 15, 2017

Dear Pastors and Treasurers, The Internal Revenue Service has issued the 2018 standard mileage rates used to calculate the deductible costs of operating an automobile for business or charitable purposes. Beginning on January 1, 2018, the standard mileage rates will be: 54.5 cents per mile for business miles driven up from 53.5 cents in 2017. This rate represents the maximum rate an organization can reimburse an employee without the reimbursement being treated as taxable income. 14.0 cents ...

Year End Key Dates

Diana Moore

December 14, 2017

Dear Pastor, Finance Chair and Treasurer: The staff at the Conference Center join me in wishing you and your congregation a joyous Christmas and peaceful New Year! This communication contains information with respect to mailing year-end payments to the Conference.  Please share as appropriate. Please contact me should you have any questions. Sincerely, Diana Moore 914-615-2235 Treasurer’s Remittance Report: The Treasurer’s Remittance Report should be sent with payments for ...

Investments & Financial Guidance

Ross Williams

December 08, 2017

Dear Church Leaders,   Does your church need help with its investments?   Has your church lost a personal relationship with its broker / investment manager?   Does your church need help in developing and fostering a culture of generosity?   Does your church need help with stewardship campaigns, planned giving, capital campaigns, financial education?   If you answered “yes” to any of these questions, you would benefit from working with the United Methodist Frontier Foundation for your investment ...

IRS reporting Requirements

Sally Truglia

December 08, 2017

Dear Treasurers and Finance Chairs (cc to Pastors),    The end of the year brings the joyous celebrations of the Christmas season and the hope for a peaceful New Year. Unfortunately it also brings some financial housekeeping issues with which we must all comply.  Listed below are the reporting requirements and some annual reminders.  1)   2017 W-2 Preparation:  All churches must prepare and distribute W-2 forms for their pastors and their lay staff by January 31.  Please see the attached ...

New Church Vendors for Administration

Ross Williams

November 07, 2017

Dear Finance Chairs, Treasurers and Pastors, I wanted to pass along information about two new vendor relationships that GCFA (the national United Methodist Church organization) has developed to work with our local churches.  Since these are new vendors, I am interested in hearing any feedback you may have if you decide to engage them.  I hope all is well with you!  Sincerely,  Ross First:  With the variety of administrative processes handled in local churches each week, Servant Keeper can assist...

Explaining Apportionments

Ross Williams

October 16, 2017

Dear Pastors, Treasurers and Finance Chairs, Attached to this email is a document that may be helpful in understanding and/or explaining how Shared Ministry Apportionments are calculated and used by both the Conference and the General Church. Topics included are: Apportionment Basics Calculation (the formula) Apportionment Adjustments Where Does the Money Go? Funds apportioned by the General Church Reporting  When churches pay apportionments they are automatically participating in the mission ...

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