Treasurer’s Annual Financial Calendar

Managing parish finances involves a range of tasks, many of which are shared across members of the worshipping community. While the Treasurer may not carry out every task, they help ensure that financial responsibilities are completed correctly and on time.

This Annual Financial Calendar sets out the main financial tasks for the year to help you plan and stay organised. 

The Charity Commission’s 15-question trustees should ask (infographic; detailed guide) helps trustees review how the charity is operating and responding to change. Discussing this annually with the trustees supports good governance, financial resilience, wise use of resources, and provides a simple structure for conversations about strategy, finance and risk. 

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