Resources for treasurers

If you are interested in becoming a treasurer, this leaflet provides further information on the role and what is expected of you.

ODBF treasurers' newsletters

Please see below link for the recent treasurers' newsletter:

The Church Financial Year - what happens when?

To assist you in planning your role as Treasurer we have prepared a summary of the Church Financial Year, from a Treasurer's perspective, please see document below:

The following websites provide helpful advice for PCC treasurers.

 

Data Developments are offering 2 free training courses for PCC treasurers in June 2022. The courses will be online and will cover the following:

Treasurer training:

  • 1. What is fund accounting and what are the different types of funds 
  • 2. What is the role of the treasurer and what's best practice
  • 3. Financial controls, what are they and why are they needed
  • 4. What should I prepare for an Independent Examiner and year end

Gift Aid and GASDS course:

  • 1. What is Gift Aid and what do I need to do to claim it
  • 2. What money can and can’t I claim on
  • 3. What is GASDS, why is it different to Gift Aid and how can I claim it

All sessions are recorded so that the person registered can repeat them or watch it at a more convenient time. If you would like a copy of the link to register, please contact Liz Holloway in the ODBF finance team.
 

You may also find the following links helpful:

Fraudulent payment requests

Some parishes have been targeted by email requests for fraudulent payments. Please be aware that these attacks are becoming more sophisticated – the fraudster may send the email in the name of a member of the PCC or clergy and may appear to know details of your parish and PCC.

The Take Five – Stop Fraud campaign encourages us all to stop and think before responding to fraudsters.

If you do receive a fraudulent email or phone call, please report this to Action Fraud – the UK’s national reporting centre for fraud and cyber crime.

If you receive an unsolicited notification of a change in diocesan bank details, please contact us by phone on 01865 208 206 to verify these are genuine before making any payments.


Page last updated: 8th June 2022 2:04 PM