Finance Committee

Members

  • Jay Everson – Chair Person
  • Ken Doering – Treasurer
  • Laura Rinde – Financial Secretary
  • Pastor Anne Carlson – Pastor

Roles/Responsibilities

  1. To oversee the investment and distribution of the monies, consistent with the original intentions of the merger agreement.
  2. To act as investment advisors to the Council, responsible for the management of the New Creation Lutheran Church investment portfolio. 
  3. Responsible for the annual Stewardship Response program. 
  4. Responsible for the on-going education and encouragement of members to keep their pledges and giving up to date. 
  5. Provide offering envelopes and see that they are distributed to the membership. 
  6. Provide systematic record-keeping of congregational giving and members’ offerings and assure that members periodically receive reports on their individual giving. 
  7. Establish a method of promoting and handling any “special” funding efforts that may be authorized by the congregation or congregational council. 
  8. Oversee the payment of the congregation’s obligations in a prompt and efficient manner and ensure that the financial records of funds received and expended are in order. Keep a watchful eye on how spending affects the operating budget and current treasury balances. 
  9. Prepare and present to the Congregation Council a preliminary program proposal for the coming year prior to the annual Stewardship Response Campaign. Following that effort, prepare and present a proposed budget to the Congregation Council. After approved by the council, the committee will present the final proposed budget at a congregational meeting. 
  10. Receive and review at its March meeting each year the report of the audit committee for forwarding with any appropriate recommendations to the Congregational council. 
  11. Responsible for identifying, utilizing, and affirming the talents, experiences, and abilities of congregational members in the service of God.
  12. Responsible for review of insurance policies, annually or as necessary, to assure adequate insurance coverage. Provide for the processing of all insurance claims.
  13. Determine the amount for suggested donations for the use of the church facilities. These suggested amounts shall be reviewed annually as part of the budget process.
  14. The Executive board members are the only authorized signatures to appear upon banking and investment accounts and authorized expenditures.

Financial Reports

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ReconcilingWorks New Creation Lutheran Church -- 7275 Santa Teresa Blvd. San Jose, CA 95139 -- 408-972-9200
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