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.