Lights Lights

Treasurers

Being a church treasurer is a vocation that carries responsibility and requires commitment.

Chelmsford Diocese provides helps and supports treasurers in the following ways.

Treasurer Training

Data Developments are holding regular free treasurer training and Gift Aid training webinars over the coming weeks aimed at helping treasurers understand their role, the different types of funds and their use, SORP (Statements of Recommended Practice) and financial controls. You can sign up to each week or to all the weeks, and the course is entirely free.

These courses explain the requirements with practical examples and give useful hints and tips for both new and existing treasurers and gift aid secretaries. Time is left at the end of each session for live Q&A.

Access the contents of the course below by clicking the underlined text.

Treasurer training

1. Week 1 (Wednesday 10th July: 5pm - 6pm) - What is fund accounting and what are the different types of funds

2. Week 2 (Wednesday 17th July: 5pm - 6pm) - What is the role of the treasurer and best practice

3. Week 3 (Wednesday 24th July: 5pm - 6pm) - Financial controls, what are they and why are they needed

4. Week 4 (Wednesday 31st July: 5pm - 6pm) - Yearend – preparing for yearend and the Independent Examination

Gift Aid training

1. Week 1 (Friday 19th July: 1pm - 2pm) - What is Gift Aid and what do I need to do to claim it

2. Week 2 (Friday 26th July: 1pm - 2pm) - What money can and can’t I claim on

3. Week 3 (Friday 2nd August: 1pm - 2pm) - What is GASDS, why is it different to Gift Aid and how can I claim it

If you are unable to join the webinars, please register anyway and you will receive recorded versions which you can view at your own convenience. The courses are also repeated again in a few weeks’ time, so don’t worry if you miss one. The Diocese is able to provide recordings of previous webinars if required – please contact parishfinance@chelmsford.anglican.org

Accounting Software Training

Many parishes are using the Data Developments software for both accounts and gift aid claims. There are training opportunities on the Data Developments website for £12 per module: Click DDTraining to access. Scroll down the page to select the appropriate module for your software.

General support

In addition to this, general support is also available by telephone and e-mail to answer questions and queries. Appointments in the office are available, parish visits are also possible. For more information please contact:

The Finance Team by email or call 01245 294430.

Treasurers Handbook

The Treasurers Handbook is available to access from the Parish Resources website. This gives a wealth of information about the duties and practicalities of being a Treasurer.

Treasurers Handbook 

Gift Aid

The Gift Aid and Gift Aid Small Donations Scheme (GASDS) enables charities (including churches) to reclaim tax on a donation made by a UK taxpayer. This means that every donation will be worth 25% more, at no extra cost to the giver. Visit the Parish Resources website for further information on the Gift Aid scheme and how to make a claim.

Charitable Status/Charity Number

The vast majority of Church Of England PCC’s are Excepted Charities, not Registered Charities, this is why most parishes do not have a Registered Charity number. You are not allowed to use the Diocesan Charity number as that only applies to the Diocesan Board of Finance.

Parishes with a total income that exceeds £100,000 in any year cannot, unless a special dispensation is applied for, and granted, legally remain an Excepted Charity. Parishes exceeding the threshold must now register with the Charity Commissioners. 

Compliance with this is very important, not least because your ability to continue reclaiming Gift Aid Tax depends on having a legal charitable status. There is an agreed Church of England registration procedure. If you are affected please go to Parish Resources website and follow the instructions: Registration with the Charity Commission

The only difference that registration makes to most parishes apart from having a Charity Number is that additional annual returns must be made to the Charity Commissioners. All charity law and regulations already applies to all PCC’s. The registration threshold is being reviewed. As soon as further information becomes available on the changes to this, it will be widely circulated to all affected parishes.

Useful Links


For more information or to report anything wrong with this page please contact Sara Barnes