Financial Stewardship Council Charter
Name of Group:
Financial Stewardship Council (FSC)
Effective Date:
Immediately
Mission or Purpose:
To ensure the financial viability and well-being of
First Unitarian Society (FUS). To develop and
implement a fundraising
structure that will ensure
that sufficient funds are available for the
Society
to
meet the spiritual, programmatic, and physical
facilities needs of its
members in the short and long
term through the cultivation of a sense
of stewardship
on the part of all members in which members come to
understand
and feel that financial support of our church
is a part of their spiritual
experience and in service of
their spiritual development.
Responsibilities:
•
Form and maintain a team defined herein to develop and execute a comprehensive
plan to fund the congregation’s strategic annual and long-range plans
intended to maximize the financial resources available to the church,
• Advise the Board of Trustees on matters relevant to the accomplishment
of the Development Plan. Communications with the Board shall be 1) via
a monthly report presented by the Board Liaison, 2) At the request of the
Board, and 3)Once/year via an annual report presentation to the Board,
• Accomplish its goals within the budget provided,
• Keep a written record of its meetings which shall be circulated to Council
members FSC Chair, and copies forwarded to church office for filing
• Recruit, train, support and supervise leadership of sub-teams(?) to accomplish
the goals outlined in the comprehensive development plan,
• Carry out the work of the FSC in a manner consistent with the mission,
values, vision and ends of FUS.
• Work with the Ministers, Administration, Board of Trustees and other
councils to ensure complete coordination of means among program, administration
and development departments
• Leadership development
Composition of Council:
Co-Chaired by lay members of which at least one
must be knowledgeable in Finance/Accounting and may be the Treasurer and
the other shall be knowledgeable about Development. In its membership,
a balance of skills, experience and gifts will be sought to include:
• Leadership at a policy making level including the Board Liaison, Co-chairs
and Treasurer if not a co-Chair, Clergy Liaison and Administrator, Audit
Committee chair
• Linkages with stakeholders including representation by the President
of FUS Foundation and the President of the Friends of the Meeting House or
their designees, chairs of all committees related to fundraising including
but not limited to the Emeritus Funds Development Advisory Board (EFDAB),
Annual Campaign, Planned Giving, Cabaret/Other Events, Capital Campaign,
and a minimum of four additional lay members with the following:
1. General and/or specific fundraising knowledge and expertise,
2. Market research and communication skills,
3. Experience in volunteer recruitment, training, support and supervision.
Reporting Relationships: Committee chairs and EFDAB report to the FSC Council,
and the FSC Co-Chairs and/or Treasurer reports to the Board.
Sources of Financial Support:
Depending on the nature of the expense funded
either by the Operating budget if related to annual or planned giving or
from the Capital Funds Budget if related to capital campaign funds solicitation.
Board Liaison:
The FSC shall have a designated Board Liaison. The Treasurer
shall be a member of the Board. FSC co-chairs shall be present on any ad
hoc committees or task forces with the potential to impact the budget or
strategic objectives of FUS
Clergy Liaison:
Parish Minister or their ministerial designee
Staff Liaison:
Church Administrator, and Program Assistant for Congregational
Giving
Date of Charter Approval by Board: September 29, 2004
