Finance & Role of Treasurer Select vestry members’ responsibilities as stewards of the parish’s finances and as charity trustees, including the role of treasurer.

Guidance to Parish Treasurers on Invoice Redirection Fraud This is a risk for all parishes, and occurs when you receive a fake email crafted to look like it is coming from someone you know, advising of new bank account details.

Euro Standing Order Mandate Form

Sterling Standing Order Mandate Form

Tax Effective Giving Advice

Tax reclaim scheme (Republic of Ireland)

Gift Aid – Planned Giving declaration Planned Giving declaration forms

Gift Aid – Once off Giving declaration Once off Giving declaration form

Gift Aid – Sponsorship & Gift Aid Declaration Form Sponsorship & Gift Aid Declaration Form

Gift Aid Small Donations Scheme (GASDS) GASDS claim form.

Gift Aid Contact Details Update Form Ensure the RCB has your current Gift Aid contact details by completing this form.

Guidance for Tax Registration and CHY Numbers (RI)

Charities VAT Compensation Scheme (RI)

What are Receipts & Payments Accounts and Accrual Accounts? (NI)

Sample Receipts & Payments Accounts (NI)

Glossary – Receipts & Payments Accounts (NI)

Explanatory Notes – Receipts & Payments Accounts (NI)

Sample Accrual Accounts (SORP compliant) (NI)

Glossary – Accrual Accounts (NI)

Explanatory notes – Accrual Accounts (NI)

Accounting for Church Property (NI)

What are Receipts & Payments Accounts and Accrual Accounts (RI)

Sample Receipts and Payment Accounts (RI)

Explanatory Notes to Receipts & Payments (RI)

Glossary of Terms – Receipts & Payments accounts (RI) Glossary of Terms to Accompany Annual Report & Financial Statements for Receipts & Payment Accounts

Accounting for Church Property Assets (RI)

Guidance for Tax Registration and CHY Numbers (RI)

Links to Charities Regulator Documents (RI)

Charities VAT Compensation Scheme (RI)

Expenses forms for use in a parish setting

Charity Seminars 2022 “Preparing for Charities Accounting” seminar PowerPoint presentation

Charity Seminars 2017 “Preparing for Charities Reporting” seminar PowerPoint presentation

Unit Trust Distribution Rates The ex–dividend and payment dates and the pence per unit paid by the Trust.

RB General Unit Trusts (Northern Ireland) Summary Reports Summary reports for Northern Ireland RB General Unit Trusts

RB General Unit Trusts (Republic of Ireland) Summary Reports Summary reports for Republic of Ireland RB General Unit Trusts

RB General Unit Trust Valuation Calculator RB General Unit Trust holders may use this tool to determine the quarterly value of their holding.

RCB Fund Management Client Waiver and Disclaimer (Form T1)

Environmental, Social & Governance Investment Policy (ESG) Environmental, Social and Governance Investment Policy (ESG) integrates sustainability into investment decisions and is published annually in the Book of Reports considered by General Synod.

Main Sources of Grants for Church Property

Main Sources of Grants Available to Churches

Grant Supports: Unlocking External Funding Guidance to Dioceses and Parishes on available external grant funding opportunities outside the CoI Church Fabric & Development Fund offering