Budgeting Policy (Sample)
The Budgeting Policy (Sample) below is available free to download, customize and print for your church administration office, Human Resources Dept., etc.
The church is somewhat like our daily lives when we have to budget in order to not overwhelm the money. This requires a maximum number of church members to be involved in developing the annual budget. These church members can form a committee to organize a successful budget for their church.
The policy below for church budgeting is a free tool or guideline to use in your church administration office or Human Resources Department to create a policy and procedure of your own.
Policies and procedures are very important because they provide a set of guidelines for governing such things as church budgeting.
The sample policy below for a budgeting includes:
- Church Name
- Policy & Procedures and Name of Policy
- Purpose - To provide an opportunity to examine the composition and viability of the church’s programs and activities in light of the available resources. The budget for the church will be set annually with the process beginning in [month] and concluding with the Congregational Meeting held in [month]. The budget will take effect on [date]. Budgeting is an integral part of any church in that it’s concerned with the translation of the ministry/program goals and objectives into financial and human resource terms. Although accounting and budgeting both relate to sources and uses of funds, accounting is concerned with current and past fiscal events while budgeting is concerned primarily with the future. A budget should be designed and prepared to direct the most efficient and prudent use of the church’s financial and human resources. A budget is a management commitment to a plan for present and future organizational activities that will ensure survival and growth.
- Guiding Principles for Budget Design - 1. The proposed budget must be a balanced budget. 2. The budget proposal must include a comparison of the proposed budget to the previous year’s budget, and must also contain a listing of the current year’s actual income and expenses to-date. 3. The Board will schedule and host at least one Congregational Forum for the purpose(s) of discussing the proposed budget. (See the Budgeting Policy below for the rest of the Guiding Principles for Budget Design.)
- Signatures - Senior Pastor and Treasurer's signature
- Date Revised - Insert the current date each time the policy is revised.
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Note: These sample forms are meant to serve as example forms and should not be construed as legal documents. Please contact a legal professional for legal language for your specific organization.
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