Church Finance

Most of the general information for the administration of church finances can be found here. For employment, payroll, and benefits information, please visit the DioCal Payroll Administration or Employee Benefits.

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Insurance — Workers Compensation, Property, Umbrella, etc. — Call Church Insurance 800.293.3525
Letter to congregations regarding property and liability insurance requirements
Approved property and liability insurance companies and mandatory insurance limits for congregations
Manual of Business Methods in Church Affairs
State of CA Sales Use and Tax
501(c)(3) 1976 (tax exemption letter)
501(c)(3) update 2009 (tax exemption letter)
Internal Audit Program
Discretionary Fund Guidelines
An Accountable Plan
DioCal Alcohol Policy
Alcohol & Drug Policy Guide from Recovery Ministries of The Episcopal Church.
Whole & Healthy Church (a set of policies, standards, and resources designed to ensure that our congregations are safe)

Budget Planning Packets