New handbook offers guidance for congregation treasurers

A new Handbook for Congregation Treasurers and Finance Leaders is now available. Compiled by the Annual Program Fund Staff of the Office of Stewardship and Development, the handbook includes chapters on financial management for congregations, risk management for congregations, the congregation as employer, donations to congregations, and congregational giving to the UUA and districts. The Rev. Terry Sweetser, vice president for Stewardship and Development for the UUA, said the handbook contains the “essentials for financial management” for congregations, including information from a variety of ecumenical and secular sources as well as the UUA.

The handbook, available online as a PDF at no charge, also includes a number of appendixes, including procedures for gift acceptance, congregational liability, internal financial review, UUA building loan and grant programs, and UUA membership requirements.

 

Stewardship blog includes fundraising resources

As we enter the season for many congregational stewardship drives, check out the blog of the UUA’s Congregational Stewardship Services staff group. Recent blog entries include Growing Effective Lay Leaders, Accepting Loans from Congregants, Opening Our Hearts to Stewardship, and Environmentally and Socially Responsible Electronics Recycling.

About Growing Effective Lay Leaders, Dr. Wayne Clark, the UUA’s director of Congregational Stewardship Services, writes:

The chances of successfully implementing a stewardship development program are improved when there is one committed lay leader with a big picture understanding of stewardship development. The successful lay leader has an understanding that raising money for the annual operating budget is but one of at least five stewardship components; stewardship education, joyful giving, ministry and good works, the annual budget drive, and planned giving.

Clark describes his work with lay leaders in the UUA’s Southwestern Conference who have become “Champions of Change” in their congregations.