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Best Practices

Page history last edited by Philip Strapp 4 years, 7 months ago

 

This is your place to tell all! Be sure to give yourself credit... begin your entry with your congregation name, and your personal name.

 

  1. Financial Stewardship
    1. Bookkeeping
      1. Policies, Procedures and Methods
      2. Systems
    2. Investments
    3. Other Resources
  2. Governance
  3. Other Best Practices
    1. Web Resources

 

Financial Stewardship

 

Bookkeeping

 

Policies, Procedures and Methods

 

Charles Eddis - Information re minister's compensation and tax rules - see http://canadian-unitarian-council.pbwiki.com/upload.php

 

CUC - http://www.cuc.ca/business/policies/CUC_Financial_PoliciesJuly05.pdf - pages 17-19 describe our expense reimbursement policy

 

Other Examples:

- budgeting process

- how do you enter cheque exchanges

 

 

Systems

 

Examples:

- describe the system you use, what it does and doesn't do for you

- sample worksheets, etc.

 

Investments

 

- describe how your congregation manages your investments

 

Other Resources

 

http://insuranceinfo.imaginecanada.ca/

 

- add whatever you've found useful

 

Governance

 

http://www.carters.ca/pub/seminar/charity/2007/kjc0306.pdf

 

Other Best Practices

 

Web Resources

 

http://www.help4nonprofits.com/NP_Mktg_Marketing-vs-CommunityEngagement_Art.htm

http://www.canadianfundraiser.com/

 

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