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Church Financial Management: Resources Recommended by the UUA Financial Advisor

By Dan Brody, Unitarian Universalist Association (UUA) Financial Advisor

Managing Your Congregation's Money (PDF)
by Dan Brody and Larry Ladd, UUA Financial Advisors
UU University presentation, St. Louis, June 2006
Internal Financial Review for UU Congregations (PDF)
by James Wu
President, UU Congregation of Columbia, MD
Financial Management for Congregations
by the Rev. Ralph Mero
UUA Office of Church Staff Finances
Useful email distribution list: subscribe to uu-money
Additional resources from the UUA Office of Church Staff Finances
- Financial Management in the Church
  by Peter Henrickson
- Handbook for the Church Audit Committee (PDF)
  by Frank A. Marino, MBA, CPA
  Massachusetts Conference, United Church of Christ
- A Handbook for Church Treasurers and Trustees (PDF)
  by Dawn Hammond
  Massachusetts Conference, United Church of Christ
- Linking Mission to Money: Finance for Nonprofit Board Members
  by Allen J. Proctor
  The Academy for Leadership & Governance
Determining if a worker is an employee or an independent contractor:
- Internal Revenue Service guidelines
- The "20 factors" checklist
Other sources of information:

For more information contact ocsf @ uua.org.

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Last updated on Wednesday, February 1, 2012.

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