Local meeting treasurers are responsible for the financial resources of the local meeting. They attend regular finance committee meetings and report back to meeting for business. They prepare and present the local meeting's annual accounts to submit to the area meeting treasurer.

Area meeting treasurers are responsible for combining the accounts of local meetings, area meeting and relevant trusts into collated accounts. They are normally an ex-officio trustee of the charity and are responsible for the overall financial resources of the area meeting.

Support for treasurers

    Resources

    ACAT Handbook

    The Association of Church Accountants & Treasurers (ACAT) publishes a handbook for treasurers. Britain Yearly Meeting has paid for two subscriptions to the handbook per area meeting – for the area meeting treasurer and one other Friend. The handbook can be accessed online at www.acat.uk.com/membership/handbook.php.

    For more information or to arrange access area meeting treasurers can contact the Personal Assistant to the Recording Clerk at heleng@quaker.org.uk or on 020 7663 1161.

    Local meeting treasurers who need information from the handbook should contact their area meeting treasurer.

    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.

    Quaker accounting spreadsheets and software

    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.

    Recommended reading

    Support

    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 gabys@quaker.org.uk or phone 020 7663 1045.

    Contributions pack

    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 contributions@quaker.org.uk.

    Help with contributions

    In certain circumstances, our Treasurers' and Clerks' Support Officer may also be able to provide support to some meetings with their annual contribution mailing where there is a need for this. For further information, email gabys@quaker.org.uk or phone 020 7663 1045.

    Paying-in slips

    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.

    Gift Aid

    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.

    See 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

    Annual Conference of Treasurers (ACT)

    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.

    Visit the 2016 Annual Conference of Treasurers webpage for more information or contact the Events & Committee Support Manager at events@quaker.org.uk or on 020 7663 1062.

    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 enquiries@woodbrooke.org.uk or phone 0121 472 5171.


    Contact us

    Gaby Scott
    Treasurers' and Clerks' Support Officer
    020 7663 1045
    gabys@quaker.org.uk