Finance

The Finance Committee

The UUFB Finance Committee assists the UUFB Board in managing the financial resources of the Fellowship and overseeing the general financial health of the congregation. Specifically, the Finance Committee is charged with:

  1. Developing an annual Budget for the Board and membership’s approval.
  2. Working with the Office Administrator in the preparation and review of monthly financial reports.
  3. Reviewing the financial status of UUFB with the Board at least semiannually.
  4. Making recommendations to the UUFB Board on key financial issues and policies including internal controls.
  5. Conducting or coordinating Financial Reviews of the Fellowship every 3 years.
  6. Managing UUFB’s cash including investing excess cash in short term investment vehicles such as CDs.
  7. Preparing historical and long-range financial plans in support of UUFB activities.
  8. Recommending internal control policies to the Board, consistent with sound financial practices recognized by the accounting industry.
  9. Managing financial relationships in conjunction with the Board and the Investment Committee as needed.
  10. Maintaining minutes of its meetings and making them available to the Office Administrator
  11. Meeting monthly or at least quarterly to monitor UUFB’s financial condition and addressing financial issues as they arise.

 

Finance Committee Documents

The Stewardship Committee

1. Develops a strategy for every member canvass.
2. Sets a calendar and timetable.
3. Recruits, trains and manages canvassers and the canvass.
4. Plans and conducts canvass gatherings, kickoff campaigns, training and post-campaign celebrations.

The Fundraising Committee

1. Oversees and coordinates all fundraising events (excluding Stewardship Campaign)
2. Plans and executes, by delegating when appropriate, fund-raising events such as the auction, book sale, treasure sale, rummage sale and other creative ventures.