Finance Topics


Move Costs Are Now Taxable

Ross Williams

May 03, 2018

Dear Pastors, Treasurers and Finance Chairs, We are entering the season when many churches are preparing to receive newly-appointed pastors, and those pastors are contemplating one of the least popular parts of our itinerant system: packing up and moving.  This is also the season during which clergy retire. Recent changes to federal tax laws have not helped with the pain of moving and in fact have added a bit more of a bite. Those clergy who are moving in 2018 should have church-paid moving ...


Servant Keeper

Ross Williams

May 01, 2018

Dear Treasurers and Finance Chairs (cc to pastors), The UMC's General Council on Finance & Administration has partnered with Servant Keeper a leading church management software provider. The brief video below provides information on how apps and tools can help everyone from the pastor, the administrator, the treasurer and the Sunday school teacher manage ministry.   https://servantpc.wistia.com/medias/91t5xv7mfg Servant Keeper will be hosting a Ministry Management Workshop on June 21st at the ...


Tax Changes & Local Church Giving

Ross Williams

March 09, 2018

UPCOMING WEBINAR! Tax Changes & Local Church Giving Thursday, March 22, 2018 7:30pm EST   From Ken Sloane of Discipleship Ministries: Few of us have seen changes to the Tax system as sweeping as those approved at the end of 2017 (to go into effect this year and beyond). One area of great interest, impact and anxiety for leaders in the church is the increase of the standard deduction with fewer taxpayers being able to itemize deductions, including charitable giving. Some ...


Tax Exemption and Guidestar

Ross Williams

February 09, 2018

Dear Treasurers, Finance Chairs and Pastors, I receive many questions about how a church can demonstrate that it is tax-exempt under IRS regulations 501(c)(3).  This proof is needed for a variety of purposes such as when opening new bank accounts or soliciting donations from corporations. Churches can receive an individualized letter within minutes from the General Council on Finance & Administration (GCFA) by clicking on the link below.  You will need your taxpayer ID number handy before doing ...


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 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...


NY Paid Family Leave Act Update

Sally Truglia

October 05, 2017

Greetings! As promised, this is a follow-up to my email of September 6, 2017, regarding the implementation of the 2018 NY State Paid Family Leave Act.  I've attached materials which I hope will be helpful to you. The first is a comparison chart of the benefits and eligibility for the state Disability law and the Paid Family Leave Act, published by The Hartford Insurance Company. The second sheet outlines the State of New York's tax guidance.  Employees should be notified in advance that you, as ...


NY State Family Leave Law

Sally Truglia

September 09, 2017

Information for UMC Churches and affiliated organizations in New York State Starting January 1, 2018, New York will put in place one of the most comprehensive paid family leave laws in the nation.  The final regulations are still pending and guidelines are just becoming available. However, it’s still important to pass along information about the current NY disability law and its upcoming change. New York is one of a handful of states that require employers to provide disability insurance ...


Announcing New Conference Billing Associate

January 23, 2017

Dear Treasurers, Finance Chairs and Pastors, You may not be aware that Heman Persaud, our Billing Associate has left the Conference to expand a family Business.  Please join me in welcoming our new Billing Associate, Jasmine Albert.  Jasmine comes to us with a Bachelor of Science degree from Mercy College and four years of experience with the Jewish Board of Family and Children Services as a Billing and Collections Representative. Jasmine can be reached at 914 615-2232 or jalbert@nyac.com.   ...


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