Finance Topics

Conference Center on the Move

Ross Williams

May 02, 2016

Dear Clergy & Laity of the Annual Conference, Please post this reference sheet where your church secretary and church leaders can refer to it. Our Conference Center will soon be undergoing a renovation that has been years in the planning by our Board of Trustees.  During this time, roughly May 4th through September, we will be relocating to temporary space on the Greenwich / Port Chester border.  The renovation will primarily focus on addressing functional issues with our current ...

Reminder: Free Financial Seminar at YOUR Church

Ross Williams

February 29, 2016

Dear Finance and Stewardship Chairs (cc: to Pastors), This is just a quick reminder of the program below, which has achieved very significant results in terms of strengthening the financial condition of our churches.  Since it began, this program has resulted in new bequests to churches totaling over $5.4 million. I hope you will take Ed Ruppmann up on his offer to come to your church! Sincerely,  Ross   Please see the information below on an important program being led by Ed Ruppmann.  I am ...

Free / Discounted Turbo-Tax Software

Ross Williams

February 25, 2016

The General Council on Finance and Administration has negotiated discounts for Turbo-Tax software for our denomination. I did the taxes for my two college-age girls using the on-line free version and it worked very well.  It allows you to prepare, print and electronically file Federal and State returns (probably Local as well).  For returns that are more complicated than summer work for college students, you can purchase the full version of the software at discounted rates as low as $24.99. The ...

Free Money for Ministry - Healthcare Refunds

Ross Williams

February 03, 2016

Dear Treasurers and Finance Chairs (copy to Pastors), You may or may not be aware that churches are entitled to refunds if they have incurred costs related to Healthcare for their employees. We did this at my church and received a refund of about $2,000 for just a single year. One church in our Conference recently received a refund of $15,356.     The Affordable Care Act offers refunds of up to 25% of healthcare premiums paid by faith-based and not-for-profit entities on behalf of their ...

Thank you!

Ross Williams

January 28, 2016

Dear Pastors, 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 very 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 year collecting 88.4% of all apportionments, which is two ...

IRS Reporting Requirements

Sally Truglia

December 14, 2015

Dear Pastors, Finance Chairs and Treasurers, 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 some new reporting requirements and some annual reminders.  1)   2015 W-2 Preparation:  All churches must prepare and distribute W-2 forms for their pastors and their lay staff by January 31.     The value of the ...

Key Year-End Dates

Ross Williams

December 09, 2015

Dear Pastor, Finance Chair and Treasurer: The staff at the Conference Center joins me in wishing you and your congregation a joyous Christmas holiday and peaceful New Year! This communication contains information with respect to mailing year-end payments to the Conference.  Please share as appropriate. Treasurer’s Remittance Report: The Treasurer’s Remittance Report should be sent with payments for Apportionments, Benevolences and Special Appeals.  You can download / print this form at any time...

Church Authority

Ross Williams

October 19, 2015

Dear Church Leaders, I often receive questions about the authority of church leaders over financial matters and access to financial statements, systems and records.  So I thought I would provide some guidance on this topic from The Book of Discipline and other UMC publications. One of the hallmarks of our denomination is a structure and practice of openness, transparency and inclusion with respect to almost all church matters.  Transparency with financial matters builds trust between the ...

Stewardship in the Digital World

Ross Williams

May 12, 2015

Dear Stewardship Chairs and other church leaders (cc: to Pastors),  Please see details below of an upcoming Webinar hosted by Discipleship Ministries of the Methodist Church Stewardship in the Digital World:  Has your Church Made the Leap? Money has gone digital, communication has gone digital, education has gone digital – the church can embrace the digital culture without losing the human relationships that mean so much to all of us! Join us as we share some of the ways stewardship can (and ...

Electronic Giving App

Ross Williams

April 23, 2015

Please see the communication below regarding an electronic giving app that is available for use in United Methodist churches. This app works in conjunction with Vanco Payment Solutions, which has been used for years by many United Methodist Conferences and churches to process electronic transactions.

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