Finance Committee

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Date(s) - 04/04/2022
7:00 pm - 8:00 pm


Draft Charge for Tree of Life Unitarian Universalist Congregation Finance Committee 

January 27, 2021 


Purpose: The Finance Committee of Tree of Life Unitarian Universalist Congregation (TOLUUC) is to be the standing committee committed to overseeing the health, long-term planning, and implementation of TOLUUC’s finances in coordination with the Board of Trustees. 


Tasks: The following tasks shall be considered the major ongoing tasks of the committee. 

  • Oversee financial safeguards including, but not limited to, office structures, audit schedules, and bank signature officers. 
  • Recruit and give charge to a pledge captain by February each year (this is based on a FY of July to June. 
  • Submit a proposed budget to the board for endorsement based on the purpose, mission, and vision of the congregation by May 15th each year. 
  • Oversee implementation of staff benefits in accordance with the purpose of the congregation, budget restrictions, and recommendations of the Unitarian Universalist Association. 
  • Create a long-term capital expenditures assessment every five (5) years and create financial structures to provide planning necessary to protect the congregation from budget gaps or loss of facility value. 
  • Provide opportunities to the congregation to cultivate generosity as a spiritual practice. 
  • Coordinate financial planning with The Board of Trustees, Dream Team (fundraising team), Endowment Committee, and other stakeholders. 

Makeup of the Committee: The following roles are recommended for the health of the Finance Committee. 

  • Current Treasurer, chair of committee and board representative 
  • Past Treasurer 
  • A member of the Dream Team 
  • A member of the Endowment Committee 
  • Office Administrator or equivalent  
  • The Minister- ex officio 
  • Past Pledge Captain 

The Committee shall consist of no less than 5 members. The Committee should meet at least once a quarter and report to the board and make an annual report to the congregation.  

To attend these meetings, contact the office for link.

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