6. 1. Why budgets are necessary
2. How to get started
3. Add on $ for extras
4. Add on $ to set aside for later
5. Compare total to previous years
6. Look at anticipated income
7. Compare income and expense
8. Accounting systems for small UU groups
9. Making the case for generosity
10. How to start if budgeting is new to you
10 Ideas in this Webinar
7. Allows planning for Gets members
one year, and from involved
year to year Builds commitment to
Is a basis for control generosity
Allows opportunity to Assures donations
assess church are being used
programming as you responsibly
plan Financial reporting
Helps in may be required by
communication and bylaws
coordination
Why budgets are necessary
8. Add up all potential Typical categories:
expenses Staff
Use records from Meeting place
previous years Fair Share to UUA
If there are none, and PSD
ask people to Sunday program
estimate their Religious Education
expenses on behalf Publicity/Internet
of the congregation
Administrative
How to get started
9. Contributions may Add in $$ for ideas
not come in as you that may come up
had hoped, so plan between budget
for some shrinkage. cycles, so your
Add in $$ for Board can say “yes”
contingencies – to new ideas that
higher heat/AC people are
expense; or some enthusiastic about
equipment breaks
down
Add on $$ for extras
10. Does the Do you dream of
congregation dream having some
of having a Contract financial reserves
Minister part time? for a “rainy day
Do you dream of fund?”
having your own
building? By setting aside
If you have a some money each
building, do you year, you’ll have a
dream of making it head start on your
more accessible? project.
Add on $$ for the Big Dream
11. Add up all the anticipated expenses you
have
Compare the total to the current year and
to previous years
[If you’re new to budgeting and don’t
have a previous track record, hold on.
We’ll get to that.]
Compare Total to previous years
12. Member contributions
Sunday collections
Potential fundraisers
Other?
Compare anticipated income to current
year and previous years
Look at anticipated income
13. Are anticipated expenses greater than
income? If so, time to talk with others. No
Treasurer should make decisions alone.
Consider contributions – is there a way to
increase members’ gifts?
Consider possible fundraisers – ways to
bring in money from people outside the
congregation
Will you have to cut expenses? Where?
Compare income and expense
14. Often, the Board recommends a budget to
the congregation, and the congregation
votes to accept the budget
The Treasurer sometimes recommends
the budget to the Board
Getting buy-in from members begins with
conversations about the needs for
programming and the need for generosity
Congregational vote
15. For the smallest For more advanced
congregation, use a bookkeeping, go to a
check book to record general ledger
income and expense system, using non-
When that is no profit business
longer sufficient, software
move to personal
money mgmt
software such as
Quicken; some are
free online
Accounting systems
16. Area goal: “We intend our building to be
safe, accessible, welcoming, attractive.”
Last year: “We repaved the parking lot,
did landscaping, put up a new sign that’s
lit at night.”
Next year: “We want to purchase a new
refrigerator for the kitchen, paint the
restrooms, add glass windows in the
classroom doors to assure child safety.”
Making the case for generosity –
again, not alone
17. Ask all who have donated goods, services
in the past year to tell you those costs
Let everyone know what you find about
true costs of operations
Add in costs of affiliation with UUA &
District Fair Share
Ask your District Office for contact info for
other small congregations of your size;
check with them for their budget info
How to start if all this is new
18. Please fill out our
survey on this webinar.
http://www.surveymonkey.com/s/QSCGKSP
