This page includes resources for congregation audits, debt policy, discretionary funds, a link to the Manual of
Business Methods in Church Affairs, and the schedule of key report due dates.
Policy for Missions Expending MoneyThis policy outlines the requirements for missions requesting to expend funds
Endowment & Spending Policy
The form outlines the endowment and gift acceptance policy for the Episcopal Diocese of Oklahoma.
Audit GuideThis document lists the
requirements from the Diocesan Canons for congregation audits.
Audit QuestionnaireThis is what
each congregation must complete in order to complete the required annual audit.
Congregation Debt PolicyThis
explains the guidelines and requirements prior to any congregation incurring any type of debt.(Including,
but not limited to: lines of credit, mortgage, promissory note, etc.)
Discretionary Funds PolicyThis document details the policy
regarding the origin, purpose, and use of discretionary funds.
Manual of Business Methods in Church Affairs This is a resource provided by The Episcopal Church
to identify requirements and provide helpful advice on the topics of sound and practical internal
controls, accounting guidelines, business practices, and more.
Schedule of Key Report Due Dates This provides a
summary of important required reporting due dates.
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