Fiduciary Policies
Fiduciary Policies
hand taking a $20 bill out of a wooden box

The board, as "trustees," have specific responsibilities to the congregation that should be articulated in fiduciary policies. Along with the governance policies that guide the board's work and the congregation when "in meeting," the board also needs to set policies around safety, finance, capital assets (such as the building), and personnel.

In This Section

  • Congregations need to follow copyright laws and ensure their leaders and staff are aware of these laws.
  • Some congregations may wish to create a policy that indemnifies (i.e. defends or holds harmless) members, leaders and staff of the congregation when they are acting in good faith in their roles.
  • Because of the high value of real estate, the board will want to articulate a process where there is a high bar for selling, buying or mortgaging real estate.

For more information contact conglife@uua.org.

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