Non-Refundable Donations/Accounts

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
lajackson
Community Moderators
Posts: 10063
Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Re: Non-Refundable Donations/Accounts

Postby lajackson » Sun Jul 21, 2013 3:14 pm

lisavawdrey wrote:BTW, have any of you seen this upfront donation for a person's entire mission before?

We had a young man who was the only member of the Church in his family write a check for the complete cost of his mission the Sunday before he departed.

warnick
New Member
Posts: 3
Joined: Tue Jun 24, 2014 9:00 am

Re: Non-Refundable Donations/Accounts

Postby warnick » Tue Jul 07, 2015 9:49 am

We have a missionary who had an extended family member that sent a check to help the missionary buy suits and supplies for the mission, but it ended up going to the ward and was deposited into the missionary's ward mission sub-account by mistake. In that case, is it acceptable to write a check to get the funds to the missionary?

User avatar
aebrown
Community Administrator
Posts: 15123
Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

Re: Non-Refundable Donations/Accounts

Postby aebrown » Tue Jul 07, 2015 9:57 am

warnick wrote:We have a missionary who had an extended family member that sent a check to help the missionary buy suits and supplies for the mission, but it ended up going to the ward and was deposited into the missionary's ward mission sub-account by mistake. In that case, is it acceptable to write a check to get the funds to the missionary?

I would recommend that you contact the Global Service Center for advice. Since refunding donations is against policy, you'd want to be very sure you were following an approved procedure in this exceptional circumstance.

I'm curious how a check could accidentally be deposited by the ward. Was the check made out to the ward?

In any case, it's worth reinforcing that Ward Missionary funds may not be used for purchasing clothing and supplies for a missionary.

russellhltn
Community Administrator
Posts: 30418
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Non-Refundable Donations/Accounts

Postby russellhltn » Tue Jul 07, 2015 10:31 am

warnick wrote:We have a missionary who had an extended family member that sent a check to help the missionary buy suits and supplies for the mission, but it ended up going to the ward and was deposited into the missionary's ward mission sub-account by mistake. In that case, is it acceptable to write a check to get the funds to the missionary?

Who was going to support the missionary on his mission? With the money in the sub-account, the family is off the hook for that amount. They won't get the tax write-off for that amount, but in the long run, everything else would work out.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.

User avatar
gregwanderson
Senior Member
Posts: 702
Joined: Thu Apr 15, 2010 9:34 pm
Location: Huntsville, UT, USA

Re: Non-Refundable Donations/Accounts

Postby gregwanderson » Thu Jul 09, 2015 6:58 am

warnick wrote:We have a missionary who had an extended family member that sent a check to help the missionary buy suits and supplies for the mission, but it ended up going to the ward and was deposited into the missionary's ward mission sub-account by mistake. In that case, is it acceptable to write a check to get the funds to the missionary?

This is an unfortunate case where the parties involved simply don't know how the ward mission fund works. The donor did not realize that you can't really designate a donation like that to benefit one, specific missionary. The bishopric member and clerk who accepted the donation didn't realize what it was intended to do and/or that the intention was against policy.

Something similar happened in another ward that I'm familiar with. A young man was about to leave on a mission. His family had some recent financial strain. The Ward Mission Fund had "surplus" money. The (newly called) Bishop approved of writing a check from the Ward Mission Fund to buy clothing for the missionary. It seemed like a reasonable thing (to the newly called Bishop) but, after it all happened, he was informed (by a note from the higher-ups) that it was not appropriate. Someone asked me "Okay then, what was the correct way we should have done this?" I didn't know. What category would you use if this were handled as Fast Offering assistance? In the end, there was no further follow-up and whatever happened was allowed to stand.

In the case above, mentioned by warnick, I suppose the correct thing would be for the extended family member to simply pay for the supplies without running it through the ward account, because it really cannot be counted as a charitable donation. The ward cannot get mixed up in a deal like that.

User avatar
gregwanderson
Senior Member
Posts: 702
Joined: Thu Apr 15, 2010 9:34 pm
Location: Huntsville, UT, USA

Re: Non-Refundable Donations/Accounts

Postby gregwanderson » Thu Jul 09, 2015 9:07 am

I suppose another solution to the situation referenced by warnick is this: Create a pass-through subcategory in the "Other" account called "Missionary clothing fund". Then go back to the batch and edit the donation by the extended family member and put it into the "Missionary clothing fund" instead of the ward mission fund sub-category for the missionary. Then write a check to whomever (Mr. Mac or the missionary himself, for example) for the purchase of the suits and supplies. The "Missionary clothing fund" will then have a zero balance and you can stop using it. Then there is no "refund" to the extended family member but the money will go to its intended use.

The only downside to all of this is that the donor's tax statement from the church will not show this as a charitable donation. But, to me, that's okay because such a donation should never have been expected to be counted as a deductible, charitable donation


Return to “Local Unit Finance”

Who is online

Users browsing this forum: Google [Bot] and 2 guests