Rogue Valley Unitarian Universalist Fellowship (RVUUF) Ashland, OR

Let’s talk money. No, not asking for any.
We want to know how you want us to spend the money you pledge to support RVUUF.

All of the Committees have a chance to tell the Finance Committee how they would like the money spent. The Board gives us a list of priorities they would like financed. However, you are the donors and we want to hear directly from you.

Come see what has been asked for and how the priorities have been handled.
The Finance Committee wants to meet with you to receive your input and answer your questions.

Dates: Saturday, Feb. 27 from 10am to noon and after the Service Sunday, Feb. 28th.
Joan Dean, Finance Chair

Sat, Mar 12, 10am. Want to know where your pledges and donations go? The Budget process works like this: Committees submit their list of needs to the Council of Ministries (COM). Then COM works with the Finance Committee to determine priorities and produce a balanced budget. The next step is to get input from members at a forum so that any necessary changes can be made before it is sent to the Board. We hope you will take this opportunity to view the proposed budget, ask questions and make suggestions. In doing so you will be better prepared to vote on it at the Annual Meeting. -- Beth Coye, Chair of COM and Joan Dean, Chair of Finance Committee.

All members will be receiving a mailing which includes a copy of the draft budget for Jan-June 2009. Please come to the forum with your ideas how to bring our budget into balance. The budget for Jan-June 2009 will be voted on at the general meeting December 14th. Copies of a more detailed line-item budget will be in the office this week.

In accord with the 5th principal of the UU Association of Congregations, we’ll need a quorum to conduct RVUUF business and to vote on our proposed

• Bylaws [4-Dec-2008] (with Organization Chart);
• Strategic Plan; and
• Interim Budget for January through June 2009.

General Timeline for Committee Work during Year

Chair: Joan Dean
Ministry: Administration

The Finance Committee is one of the requisite committees essential for the basic functioning of the Fellowship (Bylaws Article 14). It shall submit a target budget to the Board for consideration and plan, track and report on Fellowship finances.

The chair is appointed by the Board for a two year term. The Board Treasurer, and Representatives of the Endowment Trust and Stewardship Committee are ad hoc members of the Committee.

Budget Preparation

• Meets with Committee chairs to determine their financial needs
• Prepares a preliminary budget and schedules study sessions for members
• After the Stewardship campaign, the budget is revised as necessary and presented to the Board for approval
• At the annual meeting the budget is presented to members for approval
• Provides feedback to Committees on final budget allocations

Financial Monitoring

• Reviews monthly statements of income and expenditures
• May adjust the operations budget as necessary throughout the fiscal year
• Oversee Fellowship funds (excluding Endowment Trust Funds)
• Analyze the financial requirements of the Fellowship both in relation to current and to future needs.

Forms:
Budget Request [FY 2011-2012]
Check Request Form .pdf [updated: 20-Jul-2009]
Committee Expense Tracking (example) .xls [updated: 20-Jul-2009]

General Timeline for Committee Work during Year
FY10 Budget [updated: 8-Jul-2009]

Policies: Finance & Stewardship