Episcopal Diocese of Colorado


Episcopal Diocese of Colorado
Faith Formation

Ministry Support :: Finance and Administration 


The Bishop’s Office provides support and guidance for congregations in the Diocese on fiscal matters – including payroll, compensation, insurance and employer-provided benefits – through the Chief Financial Officer and the Controller. The office of the Chief Financial Officer provides regular communication and training. The pages in this section provide information, forms and links that will help clergy and administrators in their day-to-day business.


Church Reporting

2008 Congregational Reporting Forms

Cover Page to the 2008 Congregational Reporting Manual (Manual sent to all parishes in early January, 2008)

Personnel Report (Due February 1)

Parish
Mission

Clergy Information Sheet

Pledge (Due February 13)

2008 Pledge Form

Parochial Report (Due March 1)

Filing Parochial Reports Online
2007 Parochial Reports--Supplementary and Instructions

Audit (Due September 1)

Preliminary Audit Form

Reporting forms and information from previous years

Manual of Business Methods in Church Affairs

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Treasurer's Newsletters
Treasurer’s Newsletters offer practical, day-to-day information about the assistance that the Bishop’s office can provide to congregations, along with updates on upcoming events like the annual Business Methods Workshops, and annual enrollment for benefits.

Treasurer's Newsletter - January 2007 - Start the Year Right!

Treasurer's Newsletter December 2006 - Year-End Issues

Treasurer's Newsletter October 2006 - Health Insurance, Payroll Services, Audit Information (PDF)

Treasurer's Newsletter July 2006 - Property and Liability Insurance (PDF)

NTSB 15-Passenger Van Safety Alert (PDF)

Treasurer's Newsletter May 2006 - Property Tax Exemptions (PDF)

Treasurer's Newsletter Dec. 2005 - Year-end Issues (PDF)

Treasurer’s Newsletter Oct. 2005 (PDF)

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Lay Pension Plan(s) 

Defined Benefit Plan

Defined Contribution Plan 

Other Benefits Available – For a complete overview of benefits available, including life insurance, long-term care insurance, and disability insurance, please visit the Church Pension Group’s website.

Sample Employment Letters Agreement

Clergy Housing Allowance

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Encumbrance and Alienation Requests

Encumbrance Request Form (MS Word)

Alienation Request Form (MS Word)

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Trusts and Endowments

Under Construction – Please Check Back for More Forms and Information

Application form for clergy auto loan

Application form for the Oakes Home Trust

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Frequently Asked/Requested Questions, Forms & Information 

Under Construction – Please Check Back for More Forms and Information

Diocese of Colorado Annual Budget (PDF Document)

Report of Congregational Giving in the Diocese – Coming Soon!

Restricted Giving Protocol (PDF)

I9 Forms

W4 Forms

Employer ID Number

Tax Exempt Certificate

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Contacts

Church Pension Group 1-800-223-6602

Books, Electronic Publications & Music 1-800-242-1918

Episcopal Payroll Services 1-800-223-6602 xt. 6286

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Health Benefits

Active 1-800-223-6602 xt.8333

Post-retirement 1-866-273-4545

Mental Health Benefits 1-800-806-0478

Pension Services – 1-866-802-6333

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Property & Casualty Insurance/Risk Management

Client Services 1-800-293-3525

To Report a Claim 1-800-223-5705

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Retirement Planning

Pension Benefit Estimates 1-866-802-6333

Pastoral Counseling and Education 1-800-223-6602 xt.9473

Financial Planning Resources and Tools

1-800-223-6602 xt. 9406

Episcopal Relief & Development (ERD)

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Payroll, Payroll Taxes

Clergy Compensation Guidelines – Coming Soon!

Many of the IRS Forms you will need for your church are available on the IRS web site. 


Property Casualty and Liability Insurance

Under Construction

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Resources

Under Construction

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