Guidelines for Committees/Teams Receiving Congregational Funds
The Coordinating Team asks committees and teams that request and receive money in Chalice’s annual operating budget to:
FORMS
POLICIES
The Coordinating Team asks committees and teams that request and receive money in Chalice’s annual operating budget to:
- Submit a budget request by the required deadline using the Budget Request Form that is provided by Coordinating Team.
- Make every attempt to have a representative present at quarterly Council of Chairs meetings. These meetings are an important part of the congregation’s leadership development and also serve as a crucial conduit of information between the Coordinating Team and Chalice’s committees and teams.
- Submit annual reports as needed to inform the congregation and leadership: the year-in-review report due in the summer and the monitoring report due in the fall.
FORMS
- FY25 Budget Request Form (pdf)
- FY25 Budget Request Form (docx)
- Due to Coordinating Team on April 27, 2024
- Year in Review form (docx)
- Due to Coordinating Team on July 15, 2023
- Monitoring report form (docx)
- Due to Coordinating Team on October 14, 2023
POLICIES
- Fundraising Policy
- Fund-raising activities that benefit the operating budget shall be proposed, along with a date, to the Coordinating Team (e.g., rummage sale, craft fair, book sale) for approval.
- Fund-raising activities that will not benefit the operating budget shall be proposed to the Coordinating Team for approval. The Coordinating Team oversees the annual budgeting request and approval process and will review most committee/team needs during that process. Therefore, proposed fundraisers must have a specific purpose beyond meeting the ongoing needs of a particular Chalice committee, team, or group. They might, for example, benefit: 1) a special project within Chalice such as a new sound system or other specific, tangible goal, or 2) an external 501(c)3 organization whose work is in accord with UU Principles.
- Sunday Patio Fundraisers Procedure
Occasionally, youth and adults who are part of the Chalice community wish to ask other congregants for support for schools, youth organizations, and charitable organizations that are in keeping with our UU principles. Anyone who wishes to solicit support for such a cause should notify our Office Administrator one week in advance to receive permission to use a patio table for the purpose. If more than one person wants to solicit for a fundraiser on the same date, they will be asked to share a table. If the Administrator has any concerns about the request, they will consult with other members of the CT. We ask those who are fundraising to remain at the table (rather than circulating) so that congregants and visitors who want to donate will approach the table and others will not feel pressured to donate. Fundraisers will be listed in the Order of Service. In addition, a Worship Associate will make a brief announcement that there will be a fundraising table on the patio that people can seek out if they wish. - Chalice's complete policy book can be found on the Chalice Wiki, under "Governance" -- Policy Book Revised.