Church Finance Certification Course

Welcome to your Church Finance Certification

Socially Responsible Investing Katie McCloskey

 

Corporate Engagement Successes Katie McCloskey

 

Investment Opportunities Stacey Pettice

 

Investments 101 Matt Wagner

 

Endowment Governance Matthew Wagner

Welcome to your Church Finance Certification

1. Please type you FULL NAME and EMAIL:
2. Part 1 – Socially Responsible Investing – Katie McClosky

True or False. Impact investing is an investment strategy that invests for a morally positive outcome.
3. The difference between Green Bonds from other types of bonds is:
4. Part 2 – Corporate Engagement Successes – Katie McCloskey

True or False. Corporate Dialogs and Shareholder Resolutions are attributes of a strong social and corporate responsibility initiative.
5. Part 3 – UCC Investment Opportunities – Stacey Pettice

True or False. Long-term investments are those to be held 10 years or longer and are typically comprised of fixed rate investments.
6. Part 4 – Prudent Investment Strategies – Matt Wagner

True or False. The three types of Investment Fiduciaries are: Investment Steward, Investment Advisor and Investment Manager.
7. Why is diversification an important factor to consider as an asset allocation strategy?
8. True or False. The “time horizon” is an important factor to consider as an asset allocation strategy for churches with endowments intended to be managed over the life of the church.
9. Part 5 – Endowment Governance/Building an Endowment Policy – Matt Wagner

What is the importance of having policies that govern your organization’s endowment?
10. True or False. Having a Gift Acceptance Policy is important because it sets the rules of the road as to how your organization may receive, manage or object to a potential gift.
11. Which of the following are ways you can act as an ambassador for growing your church’s endowment?

PART 1 Joining together in faith to invest in and build Community Maria Coyne

 

PART 2 REVISED Joining together in faith to invest in and building Community Maria Coyne

 

PART 3 Joining together in faith to invest in and building Community Maria Coyne

 

Building Up to a Building Project Maria Coyne

Welcome to your Church Finance Certification Part 2

Please type your FULL NAME and EMAIL:
Webinar 1: Part 1- First 3 of the 10 Best Financial Practices

True or False. The role of the pastor and other church leaders involved in church finances should be clearly defined.
This type of budget format is useful for a simpler and higher-level conversation.
Webinar 2: Part 2- Second 4 of the 10 Best Financial Practices

True or False. In accrual accounting, funds are allocated to the year in which they were intended.
True or False.  A church should have a capital plan and reserve for capital needs and unforeseen expenses.
Webinars 3: Part 3 – Last 3 of the 10 Best Financial Practices

Forms of revenue, other than offering, a church might consider pursuing are:
True or False. A church should be cognizant of tax laws when leasing their building so as to not jeopardize its nonprofit status.
Webinar 4: Building up to a Building Project

Which of the following should be members of your team when considering a building project?
True or False. When assessing the future capabilities of your church facility, code compliance of the current facility is not relevant.
True or False. When considering a building project, the church should determine if there are capable members who are willing to be involved in the project.