The Association of Church Accountants & Treasurers (ACAT) publishes a handbook for treasurers. Britain Yearly Meeting has paid for ACAT membership for all meeting treasurers. Member services including access to the online version of the handbook can be accessed at www.acat.uk.com. All meeting treasurers should have received login details.
The following presentation was given at the Annual Conference of Treasurers 2016: ACAT membership presentation (PDF)
For more information, please contact the Personal Assistant to the Recording Clerk at firstname.lastname@example.org or on 020 7663 1161.
Handbook for Quaker treasurers
A handbook for Quaker treasurers is still available but has not been updated since February 2013. It contains useful information with a Quaker emphasis but should be used together with the ACAT Handbook to check that information is up to date. This resource will soon be replaced by a series of factsheets.
Trustees' and Treasurers' News
This newsletter for Quaker trustees and treasurers comes out three times a year.
- Trustees' and Treasurers' News November 2017 (PDF)
- Trustees' and Treasurers' News July 2017 (PDF)
- Trustees' and Treasurers' News March 2017 (PDF)
- Trustees' and Treasurers' News November 2016 (PDF)
- Trustees' and Treasurers' News July 2016 (PDF)
Trustees' annual review, annual report and financial statements for the year ending 2016
- Our faith in action: Quaker work in 2016 (PDF)
- Trustees' annual report, including financial statements for the year ending December 2016 (PDF)
The following PDF document contains information about the accounting spreadsheets for Quaker treasurers and the Quaker version of the Paxton accounting software. It has links to download the spreadsheets and support material including a link to a set of training videos.
The technical support email for the spreadsheets is treasurersIT@quaker.org.uk.
- Protect yourself from fraud (PDF)
- Banking with the Co-operative – a dilemma for Friends: paper prepared by QPSW about our relationship with the Co-operative Bank in response to questions raised by Friends (PDF)
- Implementing an integrated finance system: information and guidance on how to create an integrated finance system (PDF)
- Treatment of local meeting money in area meeting accounts: information and guidance on local meeting money in area meeting accounts (Word)
- A vulnerable victim? An account of the theft of an area meeting's money by their treasurer, including lessons learned (PDF)
- Central England Quakers' approach to financial administration (PDF)
Treasurers' and Clerks' Support Officer
Our Treasurers' and Clerks' Support Officer is the first point of contact for treasurers who need information or advice to support them in their roles, or who wish to update their subscriptions to relevant newsletters and other mailings. Email Gaby Scott at
email@example.com or phone 020 7663 1045.
Each year we produce a contributions pack for treasurers and collectors to use to encourage contributions from their meeting. You can find electronic versions of the documents in this pack at www.quaker.org.uk/contributions. If you would like paper copies to give out in your meeting please contact Maisa Monteiro on 020 7663 1015 or at firstname.lastname@example.org.
Area meeting contribution reports
Area meeting treasurers can request a quarterly report on their giving to Britain Yearly Meeting by emailing email@example.com. The report is broken down by local meeting and also shows a total for direct giving by individuals.
Help with contributions
In certain circumstances, our Treasurers' and Clerks' Support Officer may be able to provide support to some meetings with their annual contribution mailing where there is a need for this. For further information, email firstname.lastname@example.org or phone 020 7663 1045.
Treasurers should use these paying-in slips for meeting contributions to Britain Yearly Meeting sent by cheque or BACS transfer. These will help your meeting's contribution get to the right place and any allocation details to be logged correctly.
- Paying-in slip to accompany cheques sent by post (PDF)
- Paying-in slip to email to us when you make bank transfer BACS (Editable PDF)
If you have any problems using the editable form, please contact Gaby Scott at email@example.com.
Your Quaker meeting can claim back 25p from HMRC every time an individual donates £1 to your charity. This is called Gift Aid. You must be registered with HMRC to claim Gift Aid and the donors must be UK taxpayers who have made a Gift Aid declaration. They must have paid the same amount or more in Income Tax or Capital Gains Tax in that tax year. See www.gov.uk/claim-gift-aid for further information.
There is a Gift Aid declaration section on all Quaker contribution forms at www.quaker.org.uk/contributions.
Gift Aid Small Donations Scheme
The Gift Aid Small Donations Scheme (GASDS) allows eligible charities to claim 'top-up' payments on cash donations of £20 or less. Cash donations must be in bank notes or coins that have been collected and banked in the UK after 6 April 2013. Donations can be in any foreign currency. You don't need to know the identity of the donors or collect Gift Aid declarations, which makes it easier to claim on donations like street collections.
www.gov.uk/guidance/claiming-a-top-up-payment-on-small-charitable-donations for further information about eligibility and making a claim.
Training and events
This conference is for experienced treasurers and collectors as well as those who are new to the role. It is a valuable opportunity to share challenges, solutions and ideas with financial role-holders across our yearly meeting. Every area meeting in Britain should be represented at the conference, and all treasurers, clerks, trustees, collectors and fundraisers are welcome to attend.
The 2017 conference was held on 13 May at Friends House, London. The following sheets are available from the workshops held at the conference:
- Advice for local meetings on special collections and Gift Aid (PDF)
- How Gift Aid works (PDF)
- Gift Aid Small Donation Scheme (GASDS) information sheet (PDF)
- GASDS recording sheet (PDF)
- Treasurers' Support 2017 (PDF)
- Reserves Policy sheet (PDF)
For more information contact the Events & Committees Coordinator at firstname.lastname@example.org or on 020 7663 1109.
Treasurers' training at Woodbrooke
Woodbrooke Quaker Study Centre offers a range of courses for treasurers, including 'Being a Quaker Treasurer' (for new and prospective local and area meeting treasurers), 'Area Meeting Treasurers' and 'Financial Stewardship'. For more information, and for bookings, please visit www.woodbrooke.org.uk, email email@example.com or phone 0121 472 5171.