Resources for treasurers

If you are interested in becoming a treasurer, this leaflet provides further information on the role and what is expected of you.

ODBF treasurers' newsletters

Please see below link for the recent treasurers' newsletter:

The Church Financial Year - what happens when?

To assist you in planning your role as Treasurer we have prepared a summary of the Church Financial Year, from a Treasurer's perspective, please see the document below:

Treasurer Training

Data Developments offer regular free training courses for PCC treasurers. The courses will be online and will cover the following:

Treasurer training:

  • 1. What is fund accounting and what are the different types of funds 
  • 2. What is the role of the treasurer and what's best practice
  • 3. Financial controls, what are they and why are they needed
  • 4. How do I prepare a budget from scratch

Gift Aid and GASDS course:

  • 1. What is Gift Aid and what do I need to do to claim it
  • 2. What money can and can’t I claim on
  • 3. What is GASDS, why is it different to Gift Aid and how can I claim it

All sessions are recorded so that the person registered can repeat them or watch it at a more convenient time. If you would like a copy of the link to register, please contact Liz Holloway in the ODBF finance team.

The following websites provide helpful advice for PCC treasurers.

You may also find the following links helpful:

Fraudulent payment requests

Some parishes have been targeted by email requests for fraudulent payments. Please be aware that these attacks are becoming more sophisticated – the fraudster may send the email in the name of a member of the PCC or clergy and may appear to know details of your parish and PCC.

The Take Five – Stop Fraud campaign encourages us all to stop and think before responding to fraudsters.

If you do receive a fraudulent email or phone call, please report this to Action Fraud – the UK’s national reporting centre for fraud and cyber crime.

If you receive an unsolicited notification of a change in diocesan bank details, please contact us by phone on 01865 208 206 to verify these are genuine before making any payments.

Parish Returns

Every year your church is asked to complete returns about membership, attendance, parish finances and energy footprint.

More about Parish Returns

Page last updated: Tuesday 6th February 2024 3:01 PM
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