Handling Church Finances
Handling Church Finances
The Finance Office is a resource for the United Methodist Churches in Wisconsin. We hope that the information posted to this website will be helpful to your Church, especially the Church Treasurers and Finance Committees. If you have information to share or suggestions for additional content please email TreasurerOffice@WisconsinUMC.org.
The Conference’s own Council on Finance and Administration emphasizes Clarity/Transparency, Fairness/Justice and Accountability. We recommend this as a common theme for all of the Local Churches we serve in Wisconsin. In 2018 we held Church Finance Trainings in each District. Going forward, we will host at least two trainings per year. Please visit our Training page for upcoming dates.
Internal Controls
- Internal Control of Church Finances
- Local Church Audit Guide
- Local Church Audit Guide FAQ
- Fund Balance Report
- Clergy Discretionary Funds
- Parsonage Worksheet - 2020
Tax Requirements
- Instructions for Preparing W-2 for Clergy (updated for 2022)
- Form 941 Filing Requirements
- Form W-3 Reporting Requirements
- GCFA Clergy Tax and Housing Allowance Webinar Handouts
Disbursements
- Accountable Reimbursement Policies Q&As
- Accountable Reimbursement Policy-Long Form
- Expense Voucher Sample
Recordkeeping
Housing Allowance
- Housing Allowance Worksheet
- Housing Allowance Q&As for UM Clergy
- Housing Allowance Resolution
- Mid-Year Parsonage Furnishings Allowance Resolution
- Own Home vs Parsonage Housing Allowance Resolution
- GCFA Clergy Tax and Housing Allowance Webinar Handouts
Expense Reporting
Responsibilities
Stock or IRA Gifts
- WUMF Stock Gifting Form
- WUMF IRA Rollover Letter
- WUMF IRA Sample Letter: