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Resources
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for
Church Treasurers, Parish Administrators, and vestry members
serving
congregations in the Diocese of Fort Worth
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Budget and Audit
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Diocese of Fort Worth Financial Guide (audit information)
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MS Word format
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PDF version
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» Church audit reports due in diocesan office on Sept. 1
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Workshops
Administrator’s Workshop 2010
Diocesan Finance Committee
Chair:
The Very Rev. William Crary (Eastern Deanery)
Treasurer: Walter Virden III
Members:
Paul Prater (Fort Worth East Deanery), Dale Williams (Southern
Deanery), Cordell
Swindle (Northern Deanery), Mack Wood (Fort
Worth West Deanery),
John Cook (Western
Deanery)
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Parochial Records
2009 Parochial Report Form in PDF
»This form can be completed online • Filing deadline: March 31, 2010
Cover memo from the Director of Business and Finance
Workbook (PDF) for completing page 2 • Workbook (PDF) for completing page 3
Additional forms needed for Diocesan records:
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Employee Benefits – Anglican Benefits Program at anglicanbenefits.org
Health Benefits
AETNA Health Insurance (PPO & HSA) • 888-416-2277
Met Life Dental • 800-275-4638
AVESIS Vision • 800-828-9341
UNUM Life and Disability • 800-421-0344
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Retirement*
Anglican Retirement Program (403B)
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Retired Clergy Benefits
Church Pension Group • 800-223-6602 • www.cpg.org
CPG Post-retirement Health Benefits • 866-273-4545
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Risk Management
Property and Casualty
| Frost Insurance Brokers |
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service: Phyllis Carnley 817-420-5708 |
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claims: Amber Aguirrebena 817-420-5717 |
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agent: Jim Dickenson 817-420-5701 |
Diocesan Property
& Casualty Insurance Minimum Standards: MS Word version • PDF version |
Resources
Safety Inspection form • Emergency Action plan form • Parish Inventory form
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Diocesan
“Ethics and Integrity in Ministry ” Policy Handbook
Important guidelines for those working with children and youth
are detailed in the diocesan Ethics and Integrity Policy manual.
The latest edition is linked below, in your choice of MS Word or PDF.
Since the last edition, changes have been made to the table of contents and pages 1-18.
Please download, print, and substitute these pages in your binder.
Click on either link to begin downloading the 53-page document. |
Ministry Safe child sexual abuse prevention program
www.ministrysafe.com/
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Diocesan Risk Management Committee
Chair:
Rod Barber (Worker's Compensation; Property & Liability)
Diocesan Risk Manager:
Thom Murrell
Members: Don
Bendure (Property & Casualty; Professional Liability),
Thom Murrell (Property & Casualty
claims), Ben Richards (Property & Casualty claims), Bob Davis (legal), Janie
Parrott, Canon Charles A. Hough
*Retirement Fund Board
Chair: Dick Kahle
Members: The Very Rev. Andrew Bradley, Marsland Moncrief, Thom Murrell, Walter Virden III
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Resources |
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Diocesan Staff
Janie Parrott, Director of Finance & Business Administration (budget and audit, parochial reports, retirement benefits, property and casualty insurance)
Melody Mendolia, Health Benefits administrator
Danyl Harrell, Finance Assistant
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Additional Resources |
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Diocesan Constitution |
Church Law |
Guide to Record Keeping |
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Diocesan Canons |
IRS forms |
2010-11 Compensation Handbook |
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Diocesan Customary
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2010 Church & Clergy Tax Guide
(700-page PDF; 10 MB) |
Manual of Business Methods (2007)
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