Fiduciary Responsibility Checklist

This checklist itemizes the practices that the Vestry or Bishop’s Committee of a church are responsible for overseeing to ensure that the congregation’s finances are managed in compliance with federal law, church canons, and diocesan expectations. The officers (Priest, Sr. Warden, Treasurer and Clerk) are legally required under the federal Sarbanes-Oxley law to adhere to these practices. The rector/vicar of the parish is also responsible for ensuring compliance, under the requirements of Title IV of the Canons of the Episcopal Church.

Download the Fiduciary Responsibility Checklist