May 2018 

Tuesday, May 22

SS Peter & Paul Catholic Church in Atlantic

9:00 am - 12:00 noon

OR

Thursday, May 24

St. Pius X Catholic Church in Urbandale

9:00 am - 12:00 noon

 

Presentations & Handouts

Agenda

Accounting for Parish and School Foundations/Endowments:

PowerPoint presentation

Promoting a Legacy of Giving:

Bulletin message examples for Planned Giving

 Find out more about CFSWIA Planned Giving here

Net Assets:

See page 84, section 501.3, of the Resource Manual found here

Crisis Management Update:

Summary document presented by Bishop Pates to the Presbyteral Council and Finance Council

Updates:

FY18 Safety Incentive Program Award Winners

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Diocesan staff members Paul Carlson and Christie Rice present Tim Mineart, Parish Business Manager

at St. John the Apostle Catholic Church in Norwalk, with the prized Safety Incentive trophy at the May 24th

Business Office Forum. Mr. Mineart accepted the trophy on behalf of his parish for submitting the best safety

idea to share across the diocese. St. John the Apostle Catholic Church also received a $5,000 award for their

idea. Click on the Award Winners link above to read more about the idea they submitted!