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Fund Raising Policy 2/2008

It is the philosophy of UUCD that operating and capital financial needs should normally be met by the annual canvass, Sunday offerings, and general capital campaigns.

Other fund raising activities may be undertaken to meet special needs or unforeseen expenses. Fund raising can be a valuable community-building activity, and can be an effective way of reaching out to people beyond our UUCD community. For our youth, for example, fundraising is often a major component of the program (e.g. the 2007 trip to Biloxi, MS).

It is essential that all fundraising activities be coordinated, and that care be taken to avoid any adverse impact on the annual canvass or any general capital campaign. Our goal is to have a proactive and well-planned financial strategy to anticipate our needs and avoid crises.

For these reasons, we have established this process.

Fund Raising Process

  • Any committee or group can sponsor a fund raising event. Those doing so must fill out the "Fund Raising Appeal Application" and bring this to the Program Council for approval. If approved the date and time must be coordinated with the Congregational Administrator who coordinates the calendar. A copy of the application will be sent to the Board by the Congregational Administrator. It is best if a fund raising event is proposed at least 30 days before  the event to allow for Program Council and Board processing.
  • A fund raising event that will raise money within UUCD not intended for UUCD must be approved in advance by  two people: the Minister, and one of the Treasurer, the Board President or Vice President.
  • The timing and "Fund Raising Appeal Application" must be given to the Board. The Board will not approve but may reject the appeal request.
  • A final accounting of all revenue and expenses must be turned into the Treasurer at the completion of the event. The Treasurer can recommend and provide account forms and procedures for both income and expense record keeping. All revenue, net of expenses, must be turned into the Treasurer for deposit.
  • If raised for the Operating Budget, the monies will be placed in the appropriate income line item to help balance the budget.
  • If enough money is raised to exceed any Operating Budget needs, the extra money is placed into the Special Program Fund (see below). Funds can be requested from the Special Program Fund by individuals or committees for program or leadership needs.
  • If money is raised for a specific need a matching fund raising line item will be created in the budget, and the money can be spent via the usual request forms. If the event entity is not familiar with UUCD purchasing processes, they must contact the Congregational Administrator for instructions before spending any of the revenue. There are special processes that are followed due to our tax exempt status. Any other questions should be addressed by the Congregational Administrator or the Treasurer of the Board.
  • Money raised by any entity within UUCD not intended for our benefit (such as passing the plate for a specific entity - hurricane relief, CHUM, etc) must be turned over to the Treasurer so that it can be deposited and forwarded to the external organization.

Fund Disbursement

  • Once funds are deposited into the budget the entity involved can request a check or other payment from our Congregational Administrator via the usual request forms.
  • Any special circumstances must be approved by the Treasurer.

In general the idea is to encourage enjoyable fund raising, place such funds in a general fund for disbursement, focus spending on the greater good for UUCD, and fund requests based on UU principals and values.

Adopted xx/xx/xxxx

 

Contact UUCD Administrator