2011 nov ppt for building budgets for small congregations webinar

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  • 1. Building Budgets forSmall Congregations A Midwest UU Leadership webinar ***THE WEBINAR WILL BEGIN SHORTLY***
  • 2. Midwest UU Leadership Brought to you by Central Midwest, Heartland, and Prairie Star Districts -- the MidAmerica Region of the UUA
  • 3. Introductions
  • 4. This webinar is beingrecorded.
  • 5. Building Budgets forSmall Congregations A Midwest UU Leadership webinar
  • 6.  1. Why budgets are necessary 2. How to get started 3. Add on $ for extras 4. Add on $ to set aside for later 5. Compare total to previous years 6. Look at anticipated income 7. Compare income and expense 8. Accounting systems for small UU groups 9. Making the case for generosity 10. How to start if budgeting is new to you10 Ideas in this Webinar
  • 7.  Allows planning for  Gets members one year, and from involved year to year  Builds commitment to Is a basis for control generosity Allows opportunity to  Assures donations assess church are being used programming as you responsibly plan  Financial reporting Helps in may be required by communication and bylaws coordinationWhy budgets are necessary
  • 8.  Add up all potential  Typical categories: expenses  Staff Use records from  Meeting place previous years  Fair Share to UUA If there are none, and PSD ask people to  Sunday program estimate their  Religious Education expenses on behalf  Publicity/Internet of the congregation  AdministrativeHow to get started
  • 9.  Contributions may  Add in $$ for ideas not come in as you that may come up had hoped, so plan between budget for some shrinkage. cycles, so your Add in $$ for Board can say “yes” contingencies – to new ideas that higher heat/AC people are expense; or some enthusiastic about equipment breaks downAdd on $$ for extras
  • 10.  Does the  Do you dream of congregation dream having some of having a Contract financial reserves Minister part time? for a “rainy day Do you dream of fund?” having your own building?  By setting aside If you have a some money each building, do you year, you’ll have a dream of making it head start on your more accessible? project.Add on $$ for the Big Dream
  • 11.  Add up all the anticipated expenses you have Compare the total to the current year and to previous years [If you’re new to budgeting and don’t have a previous track record, hold on. We’ll get to that.]Compare Total to previous years
  • 12.  Member contributions Sunday collections Potential fundraisers Other?Compare anticipated income to currentyear and previous yearsLook at anticipated income
  • 13.  Are anticipated expenses greater than income? If so, time to talk with others. No Treasurer should make decisions alone. Consider contributions – is there a way to increase members’ gifts? Consider possible fundraisers – ways to bring in money from people outside the congregation Will you have to cut expenses? Where?Compare income and expense
  • 14.  Often, the Board recommends a budget to the congregation, and the congregation votes to accept the budget The Treasurer sometimes recommends the budget to the Board Getting buy-in from members begins with conversations about the needs for programming and the need for generosityCongregational vote
  • 15.  For the smallest  For more advanced congregation, use a bookkeeping, go to a check book to record general ledger income and expense system, using non- When that is no profit business longer sufficient, software move to personal money mgmt software such as Quicken; some are free onlineAccounting systems
  • 16.  Area goal: “We intend our building to be safe, accessible, welcoming, attractive.” Last year: “We repaved the parking lot, did landscaping, put up a new sign that’s lit at night.” Next year: “We want to purchase a new refrigerator for the kitchen, paint the restrooms, add glass windows in the classroom doors to assure child safety.”Making the case for generosity –again, not alone
  • 17.  Ask all who have donated goods, services in the past year to tell you those costs Let everyone know what you find about true costs of operations Add in costs of affiliation with UUA & District Fair Share Ask your District Office for contact info for other small congregations of your size; check with them for their budget infoHow to start if all this is new
  • 18. Please fill out oursurvey on this webinar. http://www.surveymonkey.com/s/QSCGKSP