Search found 47 matches

by waltbristow
Mon Aug 16, 2021 5:27 pm
Forum: Local Unit Finance
Topic: LUFAS Audit Notification emails contain no content
Replies: 4
Views: 290

Re: LUFAS Audit Notification emails contain no content

The Church Auditing Department told me that's a known bug. They told me to ignore them.

Of course, I have yet to receive any LUFAS email in this current audit period, so,,,

I am an Assistant Area Auditor.
by waltbristow
Fri Jul 30, 2021 11:40 am
Forum: Local Unit Finance
Topic: Audit requirements when providing rent assistance...where do I find them?
Replies: 10
Views: 457

Re: Audit requirements when providing rent assistance...where do I find them?

.... I recently received an email from our stake stating that the Church Auditing Department has changed the documentation requirements when providing rental assistance to members and that "a lease agreement is no longer acceptable" and that an invoice, proof the member still lives there ...
by waltbristow
Sat Feb 27, 2021 5:20 pm
Forum: General Clerk Discussions
Topic: Source of email for LCR Send Message application
Replies: 1
Views: 264

Source of email for LCR Send Message application

We have a single sister who has never received any emails send through LCR. When I look at her membership profile in LCR, her email address is listed under "Household email" but not under "Individual email." Are LCR emails sent only to those with an 'individual email' entry? She ...
by waltbristow
Sat Feb 13, 2021 9:59 am
Forum: Local Unit Finance
Topic: Finance Training Access
Replies: 5
Views: 422

Re: Finance Training Access

Make sure you are listed in LCR using a standard calling. Sometimes a calling is entered manually. That causes the kind of problem you are seeing.
by waltbristow
Sat Jan 09, 2021 10:49 am
Forum: Local Unit Finance
Topic: OTHER funds allocated to a specific natural disaster
Replies: 4
Views: 390

Re: OTHER funds allocated to a specific natural disaster

Although the Help Center article does not have the language about how to handle unused funds, the Wiki article at https://tech.churchofjesuschrist.org/wiki/Other_category still does. I have long ago given up on trying to track changes in Church procedures (or reconciling differences between web page...
by waltbristow
Mon Jan 04, 2021 7:43 pm
Forum: Local Unit Finance
Topic: 501c3 form? Tax Exempt Status for Non-Profit Organizations?
Replies: 8
Views: 5436

Re: 501c3 form? Tax Exempt Status for Non-Profit Organizations?

There is a number on the donor statement. There is another number here https://philanthropies.churchofjesuschrist.org/gift-planning/gift-planning-services/beneficiary-designations It probably doesn't matter to the organization. You may still want to call the church in case the church wants you to us...
by waltbristow
Mon Jan 04, 2021 7:14 pm
Forum: Local Unit Finance
Topic: Money out of wrong years budget.
Replies: 5
Views: 373

Re: Money out of wrong years budget.

Stakes handle 'unspent' budget funds differently. I've seen some let wards/branches keep those funds. Some stakes take it back (usually after talking with the unit to find out if there is a specific use for those funds). And some stakes - after determining whether there is a legitimate reason to ret...
by waltbristow
Tue Sep 01, 2020 2:37 pm
Forum: Local Unit Finance
Topic: "Custom" Finance Report
Replies: 11
Views: 564

Re: "Custom" Finance Report

You're not thinking of refunding the 'excess' contributions, are you?

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