The Episcopal
Diocese of Pennsylvania
Know Jesus. Change the World.

Resource Guide

 

Click here to go to the Diocesan Resource Guide

 

Quick links:

 

Audits

• Audit guidelines
• Audit information
• Audits Practicing Internal Controls
• Audit report (sample)

Bishop Visitations

• Bishop’s Customary
• Schedule
• Visitation Form

Finance

• Accounting warden tasks and functions
• Bookkeeper tasks and functions
• Church Training and Deaconess House Scholarship Fund
• Finance management for Parishes
• For Parish Treasurers
• Powerpoint presentation on budgeting
• Records management for Parishes

Parish Maintenance

• Clergy Daughter’s Fund Application
• Diocesan Closed Church Recycling Policy
• How to select a new boiler

Parochial Reports

• 2017 Parochial Report Form
• General Instructions for the 2017 Parochial Report

Real Estate

• Introduction to Sales and Leases (January 2018)
• Lease Policy (January 2018)
• Lease Checklist (January 2018)
• Mortgage Policy (January 2018)
• Mortgage Checklist (January 2018)
• Sale Policy (January 2018)
• Sale Checklist (January 2018)
• Easement Checklist (January 2018)

Vestries

• 5 characteristics of effective vestries
• Vestry Papers 

Miscellaneous

• A Way Forward
• A Way Forward Resolution
• The Bishop White Prayer Book Society

IRS Mileage

The IRS mileage reimbursement rate for 2018: IRS Increases Mileage Rate to 54.5 cents per Mile.  Taxpayers may use the optional standard rates to calculate the deductible costs of operating an automobile for business and other purposes. For more info, visit this link.

 

Tax Credit

Some parishes and/or church-sponsored programs may qualify for the Small Business Health Care Tax Credit. For more information, please see the Church Medical Trust Q&A in the attached document.

Download the Q&A