Resources > Administration & Finance

Administration & Finance Resources

Get help with administration and finance topics in your church and within the diocese.  This includes employment benefits, the Diocesan Endowment Management Program, Parochial Reports, Audits, Safeguarding, and more.

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Administration & Finance Contact

Jerry Buss
Diocesan Controller
[email protected]

Parochial Reporting and Audits
John Edgar
Director of Congregation Support
[email protected]

Safeguarding
Beth Gould
Exec. Assistant to the Canon to the Ordinary
[email protected]

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Article

A Guide to Benefits Administration

Article

A Guide to Congregation Audits

Document

Guidelines for Property Leasing and Transactions

Document

2024 Apportionment Schedule

Document

2024 Diocesan Budget

Document

Supply Clergy List with Rates

Document

2025 Health and Dental Plan Options

Document

Case Study – Playgrounds and Episcopal Churches

Document

How to Build a Parish Archive

Article

The Diocesan Endowment Management Program

Document

Sample Church Accounting Policies and Procedures Manual

Document

Disaster Plan Template for Congregations

Link

Episcopal Church Signs

Document

Social Media Policies

Link

Episcopal Safety Program

Document

Diocesan Endowment Management Program (DEMP) Policies and Guidelines

Document

Diocesan Endowment Management Program (DEMP) Overview

Article

A Guide to Safeguarding Training

Document

Policy for the Prevention of Sexual Exploitation of Adults (Spanish)

Document

Policy for the Prevention of Sexual Exploitation of Adults (English)

Document

Policy for the Protection of Children and Youth (Spanish)

Document

Policy for the Protection of Children and Youth (English)

Document

Denominational Health Plan Policy

Document

Lay Pension System Policy

Document

Reconciliation of Line 8 with Apportionable Capital Income (Excel)

Article

A Guide to Parochial Reports and Annual Certificates

Document

Annual Certificate

Document

Committee Audit Guidelines – English (PDF)

Document

Committee Audit Guidelines – English (Word)

Link

Church Insurance Fact Sheets

Link

Manual of Business Methods in Church Affairs

Administration & Finance Contact

Jerry Buss
Diocesan Controller
[email protected]

Parochial Reporting and Audits
John Edgar
Director of Congregation Support
[email protected]

Safeguarding
Beth Gould
Exec. Assistant to the Canon to the Ordinary
[email protected]

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