Assemble and meet with approved financial board team (minimum 2 additional members) to provide recommendations to the Council
Pay 3rd party monthly bills as per budget as required (with signature provided by Check Signatory)
Pay Check Requests that have been properly approved by appropriate team leader or by Congregation Council
Reconcile checkbook monthly
Prepare monthly budget and designated fund report for Congregation Council
Prepare proposed draft budget for upcoming year for no later than November Congregation Council meeting and final budget no later than December meeting
Prepare Year End report for congregational meeting
Financial Secretary
Assemble counting teams for weekly offering
Document counting procedure and train counting team members
Provide weekly counters report to treasurer
Enter weekly offering envelope and giving data into Servant Keeper software and keep up-to-date monthly
Provide monthly giving report to treasurer (if requested)
Provide quarterly giving statements to office for mailing (if requested) no later than 2nd week of following quarter
Financial board
Meet quarterly
Review current spending and proposed major investments/expenditures
Provide written recommendations to Congregation Council
Endowment Committee
Track current endowment investments
Investigate new investments and propose changes to Financial board and Congregation council
Prepare Year End report for congregational meeting