Financial Resources

Welcome to the Finance Resource and information page. It is our goal to provide our churches and their hard-working financial and administrative personnel with as many documents, forms, links and current information as possible. 

We’re working together to develop this page and ask for your input should there be an item you cannot locate or comments and suggestions.

Our Most Recent Updates

Curious about what is going on with other Episcopal congregations around the country? How your own congregation fits in? The Research and Statistics department at the Episcopal Church Center in New York produces an annual report summarizing a number of factors that reflect our church in the community.

To read the 2010 Survey, visit here.

To explore many other aspects of their work, and to access tools that will allow you to run statistical reports specific to your own church and community, please visit here.

You can find the report generator here.

Diocesan Program Assesment (DPA)

• Canon 5.2 Of the Diocesan Program Fund
• Overview of Process for DPA Cancellation (for Congregations)
• Fast Track Checklist for Churches Requesting DPA Cancellation

Investment and Financial Planning

Diocesan Investment Fund

• Statement of Investment Policy, Objectives & Guidelines
• November 30, 2012 Investment Performance Analysis
• September 30, 2012 Investment Performance Analysis
• June 30, 2012 Investment Performance Analysis
• March 31, 2012 Investment Performance Analysis
• December 31, 2011 Investment Performance Analysis

Church Pension Group

Where Can I get Monetary Assistance?

Diocesan Loan & Grant Application Form
The Episcopal Church Building Fund

• Building Loan Application

Business and Financial Practices and Procedures

The Manual of Business Methods in Church Affairs

• Records Retention Schedule

The Diocesan Policies & Procedures Manual
The Diocese of Oregon Constitutions and Canons
Audit Program Booklet

Financial Reporting Forms & Links

2012 Approved Program Budget

Parochial Report

• General Instructions
• Workbook for Page 2
• Workbook for Page 3

File Your Parochial Report

Canonical Offerings

• Theological Education - St. Paul’s Day
• Pentecost Offering
• Thanksgiving

Miscellaneous Forms
 

• SHU Chart & Congregational Rankings
• 2013 Mileage Reimbursement Rate
• Supply Clergy Payment Guide

Insurance

• Health Insurance Insurance Handbook

Payroll Forms

• I-9 Form
• Timecard
• W-4 Form
• Employee Worksheet
• Direct Deposit