Field Officer Resources and Departments

Welcome to this site of information and materials for Financial Officers of the Community of Christ.

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Aaronic Ministries

Aaronic Ministers: Ministries of Presence (AM200)

Appointment Letters

E-mail: mcfotraining@CofChrist.org 

1. Appointment letter for CFO to individual

2. Appointment letter for CFO to pastor/congregation
3. Appointment letter for Recorder to individual
4. Appointment letter for Recorder to pastor/congregation
5. Appointment letter for MC Recorder to individual
6. Appointment letter for MC Recorder to MC conference

CFO Handbook and Support Documents

1. CFO Handbook (PDF - 32791KB)
2. Addendum I - Electronic Processing (PDF - 1592KB)
3. Addendum II - Paper Processing (PDF - 1920KB)

   1. Mission Tithes Batch Header for the Contributor's Monthly Statement (PDF - 266KB)

   2. Mission Tithes Contributor's Monthly Statement (PDF - 525KB)

4. Authorization to Automatically Withdraw Funds for Local and/or World Contributions (PAT) (fillable form) (PDF - 880KB)
5. Supply Resource Order Form (fillable form) (PDF - 650KB)
6. Instructions for Applying for EIN (PDF - 288K )

7. Statement of Acceptance of Non-Cash Contribution of Personal or Real Property (fillable form) (PDF - 303KB)

8. Automatic Withdrawals From and Deposits to Congregational Bank Accounts (PDF - 81KB)

9. —Pre-Authorized Transfer (PAT) brochure–page 1 and PAT brochure–page 2
   —Pre-Authorized Transfer (PAT) complete brochure NOTE: Updated phone extension for Fiscal Services contact is ext. 1384.

Emerging Congregations

Emerging Congregations Fiscal Procedures

Estate and Financial Planning

E-mail: efpm@CofChrist.org

Estate and Financial Planning

Fiscal Services 

E-mail: fiscalservices@CofChrist.org 

Audits

1. MCFO audit form
2. Single page audit form
3. Two page audit form
4. Congregation audit form
5. Detailed congregation audit package
6. Sample Balance Sheet
7. Sample Income and Expense Statement
8. Sample Auditors Report

Investments

1. AIP Agreement (PDF - 97KB)
2. Investment policy
3. Q&A on AIP
4. How to read AIP statement
5. Selected investment topics August 2006 (PDF - 20K)
6. Historic returns and asset allocation
7. Information on how to establish online access to an AIP account
8. Application for online access to an AIP account

Jurisdictional Endowment Funds

Jurisdictional Endowment Funds (PDF - 31KB)

Funding for Mission

E-mail:  missiontithes@CofChrist.org

Generosity

1. Disciples Generous Response - Adult

2. Disciples Generous Response - Youth

3. Disciples Generous Response - Children

4. Sharing Tithes

5. Offertories

Stories
Tips for Preparation

6. Offering Envelopes

Children
Adults

7. My Tithing Plan

Children
Adults

Internal Control Procedures

1. Internal Control Procedures Required for Mission Centers

Clicking on this link will open a box that asks whether you want to open or save the file. Click on "save" and save it to your hard drive. Then it can be opened with a word processing program and modified according to the needs of your mission center.

2. Sample procedures
   1. Single line MCFO
   2. Dual line CFO
   3. MCFO with a bookkeeper in the same office
   4. MCFO with no MC staff in their office
      1. Accompanying operating procedures spreadsheet

Legal Services

For Houses of Worship and other real estate needs, contact Legal Services at the e-mail address below.

E-mail: legalservices@CofChrist.org 

1. Building Program Procedures for SALE of Property (PDF - 46K)
2. Building Program Procedures for Purchase - Build - Remodel (PDF - 125K)
3. Contracts
4. Copyright
5. Leases

Membership Records

E-mail: memrec@CofChrist.org

MIS (Shelby)

1. MIS Tips and Hints
2. MIS Access Request
3. MIS Help Desk or 1-800-825-2806, ext. 1234

Protecting Our Children (Registered Youth Worker)

E-mail: legalservices@CofChrist.org 

Records Management

E-mail: ashields@CofChrist.org 

1. Retention period definitions
2. Mission centers and congregations retention schedule  (PDF - 31KB)
3. Canadian mission center and congregation retention schedule  (PDF - 22KB)
4. Records Management Policy (PDF - 39KB)
5. Records Transfer Form
6. Instructions for Records Transfer Form  (PDF - 28KB)
7. Certificate of Destruction  (PDF - 10KB)

Risk Management Services

E-mail: riskmanagement@CofChrist.org 

Risk Management 

Social Ministries

Oblation

E-mail: oblation@CofChrist.org 

1. Oblation Aid Reimbursement (OB-102)  (PDF - 107KB)
2. Oblation Aid Report (OB-100)  (PDF - 348KB)
3. Oblation Aid Worksheet (OB-101)  (PDF - 444KB)
4. Oblation Guidelines - USA
   1. Introduction
   2. Qualifications for Recipients
   3. Procedures to Follow in Providing Oblation Assistance
   4. Other Sources of Financial Assistance
   5. Oblation Use in Debt Retirement
   6. Limits of Assistance
   7. Loans from Oblation
   8. Disaster Relief
   9. Resources--Where to Turn
5. Oblation Guidelines - Canada
   1. Introduction
   2. Qualifications for Recipients
   3. Procedures to Follow in Providing Oblation Assistance
   4. Other Sources of Financial Assistance
   5. Oblation Use in Debt Retirement
   6. Limits of Assistance
   7. Loans from Oblation
   8. Disaster Relief
   9. Resources--Where to Turn
6. Financial Officer Supplies/Resources  (PDF - 105KB)

Tangible Love

E-mail: tlove@CofChrist.org 

World Hunger

Temple School

1. Stewardship: An Old Path Made New TE231
2. Bishops: Ministers of Generosity PA231

1. Records Management Training (zip file)
2. Social Ministries Training (zip file)
3. Estate and Financial Planning Training (zip file)
4. Investment Training (zip file)
5. MCFO Training (zip file)
6. Internal Control Procedures (zip file)
7. Audits (zip file)
8. Protecting Our Children
(zip file
9. Risk Management Training (zip file)
10. Funding for Mission (zip file)
11. Contributions (zip file)

When you click on a file, you will be asked to open or save it. Click on "save" and choose your hard drive. It will take several minutes to download. Then it can be opened at your convenience using a program such as winzip, available for downloading at http://www.winzip.com. If you are on a dial-up modem or have trouble downloading/unzipping the file, email mcfotraining@CofChrist.org or call 1-800-825-2806, ext. 2216.

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