EPISCOPAL DIOCESE OF FOND DU LAC
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Financial Review Team

We are all given a trust and must prove faithful (1 Corinthians 4:2)
An important part of stewardship is reviewing financial records to reduce risk of loss, improve confidence for those who give, and help protect our church. national canons require an annual review with report made to the Diocesan Office no later than September 1st. To simplify the process and keep costs low, the diocese offers the services of a Congregational Financial Review Team with members experienced and knowledgeable in Episcopal Church financial systems. Their role is to examine and review church accounts to determine that funds coming in, going out, or being held are accounted for, managed and reported appropriately.
Congregations may have an on-site, form only or informal review based on their history.
Fees may be reduced or waived by the Finance Committee following a written request sent to the Diocesan Treasurer.

Process

Each congregations is send a "Starting Your Review" packet. Performing a review typically takes up to 60 days to complete.
  1. Collect Financial Information
    -Letter of Engagement.
    -Copies of key financial documents
    -Internal Controls Questionnaire.
  2. On-Site Visit (only those assigned)
    On-site review of records and procedures. 
  3. Report
    Financial Review Report is provided for the Vestry
  4. Respond
    -A Summary of Actions to address deficiencies or implement recommendations.
    -Certification of Acceptance.

Of Clergy Discretionary Funds.
A review report of any clergy discretionary funds must be submitted. These reviews are often performed by a cleric not connected to the congregation. The Financial Review Team may conduct this review at additional charge.

NEED Forms

If documents sent in the "Starting Your Review" packet have been misplaced, contact the Diocesan Office to request replacement forms.
Being a people of God's mercy and delight through vital congregations, prayer and worship and missionary church.

Episcopal Diocese of Fond du Lac
​1051 N Lynndale Dr, Ste 1B
Appleton, WI 54914

Hours

M-F: 10am -4pm

Phone

(920) 830-8866

Email

diofdl@diofdl.org
 1999-2022  Diocese of Fond du Lac, Inc
Licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. 
Photo used under Creative Commons from wuestenigel
  • Home
    • Cycles of Prayer
    • Directory of Congregations
    • Anglican Communion
    • The Episcopal Church
    • Province V
    • Trialogue
    • Ecumenical Relationships
    • Diocesan Leadership
    • Search
    • Diocesan Shield
  • Events
    • Diocesan Calendar
    • Chrism Mass | Apr 4, 2023
    • EpiscoWisco Camp | Jun
    • Eucharistic Festival | Jun 24, 2023
    • EYE | Jul 4-8
    • Convention | Oct 21, 2023
    • Bicentennial
  • Congregations
    • Directory
    • Vestry, Wardens, Administrators
    • Church Treasurers
    • Transitional Ministry >
      • Transitional Ministries Information
      • St. Matthias, Minocqua Rector Search
    • Deaneries
  • Ministries
    • Campus Connection
    • Clergy Spouses' Council
    • Companion Diocese >
      • About Masvingo
      • Companion Diocese Sunday
      • Companion Diocese Relationship
      • Dairy Cows for Masvingo
    • Cursillo
    • Deacons Council
    • Mosaic Task Force
    • United Thank Offering
    • Youth Ministry >
      • EpiscoWisco Camp
      • Episcopal Youth Event
      • Youth Ministry Information
  • Diocese
    • Archives
    • Clergy
    • Common Trust
    • Congregational Financial Review Team
    • Deacons School
    • Diocesan Office
    • Governance & Leadership >
      • Clergy Disciplinary Process
      • Committee Membership
      • Commission on Ministry >
        • Commission on Ministry
        • Circles of Light
        • Ordination Process Forms
      • Constitution and Canons
    • Ordinations
  • Resources
    • Church Periodical Club
    • COVID
    • Education for Ministry
    • Formation Resources
    • Health Insurance Information
    • Liturgical Resources
    • Prevention
    • Supply Clergy
    • Websites
  • Communication
    • News
    • Events
    • Facebook
    • Flickr (Images)
    • YouTube (Video)
  • Search