New treasurers

Handover of the finances from the previous treasurer

More information is available on the Change of PCC Treasurer or Incumbent checklist.

Support and training available

Visit our YouTube Treasurers Tools & Tips play list for a range of video help guides

Treasurers’ task breakdown

Budget

Ensure a budget is prepared.

Understand how your PCC works

• What reports are required by your PCC?
• Main sources of income and expenditure
• What is Benefice Share?
• How records are kept (Cashbook can be downloaded for free)
• How/who deals with Gift Aid and Gift Aid Small Donations Scheme (GASDS) claims
• How/who deals with Parochial fees (weddings and funerals)

Resources list

• PCC Accountability: all charities which prepare accruals accounts are required to follow one of two charity Statements Of Recommended Practice (SORP).
• National church’s Parish Resources website for parish officers, which includes sections on Parish Finance, Gift Aid and Giving.
• The Association of Church Accountants & Treasurers (ACAT) has produced a New Treasurers’ Guide (downloadable from the Parish Resources website).

Training available

• Cashbook training is offered on request from the Cashbook Champions.
• Visit the The Association of Church Accountants & Treasurers (ACAT) website for details of the training they offer.

Treasurers’ updates

These are published in Connect and Money Matters. You can sign up for both of these at our Newsletter/mailings signup page.

Key contacts

Members of the Finance and Parish Resources & Development teams are here to assist you, so please get in touch if we can help.