Fast Offering Expense Limit?

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
AndrewTree
New Member
Posts: 3
Joined: Mon Feb 03, 2020 9:26 pm

Fast Offering Expense Limit?

#1

Post by AndrewTree »

Is there a limit on how much Fast Offering funds can be used to pay for expenses for a member in need? During a recent Stake Finance Meeting a comment was made that any expenses over $5,000 needed the approval from the Stake President. However, I am having a hard time finding that wording in the current General Handbook. Searching through this Forum there seems to have been guidance in prior General Handbooks that required Stake President approval for medical expenses over $5,000. Do those limits/guidelines still exist?

If they do can someone point me to the right section in the General Handbook that covers this topic on limits?

Thanks!
russellhltn
Community Administrator
Posts: 31344
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Fast Offering Expense Limit?

#2

Post by russellhltn »

I don't see anything in the current Handbook, but the stake president can impose additional limits.

There are sections of the Handbook that would be good to review, such as 22.6.3.3 "Sustain Life, Not Lifestyle" and 22.6.3.4 "Provide Commodities before Cash" that may be relevant to your situation.
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.
davesudweeks
Senior Member
Posts: 2198
Joined: Sun May 09, 2010 9:16 pm
Location: Oklahoma, USA

Re: Fast Offering Expense Limit?

#3

Post by davesudweeks »

I recall past discussions in this forum regarding medical expenses and if memory serves, there was additional guidance at one time about seeking approval for those when they reached a certain threshold. Is it possible that is what the commend was about in the stake finance meeting?
waltbristow
New Member
Posts: 47
Joined: Fri Jan 19, 2007 3:49 pm
Location: Lynchburg, VA, USA

Re: Fast Offering Expense Limit?

#4

Post by waltbristow »

davesudweeks
Senior Member
Posts: 2198
Joined: Sun May 09, 2010 9:16 pm
Location: Oklahoma, USA

Re: Fast Offering Expense Limit?

#5

Post by davesudweeks »

I no longer have a calling that grants access to that, but I think it is the info I was remembering...
User avatar
ckmcdonald
Member
Posts: 192
Joined: Sun Oct 31, 2010 11:33 pm
Location: Middleton, ID, USA (near Boise)

Re: Fast Offering Expense Limit?

#6

Post by ckmcdonald »

If the Ward limit is $5,000 and the limit is $10,000 with Stake President approval....
If a check for say $7,000 needs to be written and the Stake President knows about it and approves, what is the process of actually making the payment? I assume the ward makes the $7,000 disbursement but how is the Stake President's approval formally obtained?
BrianEdwards
Member
Posts: 284
Joined: Sun Oct 30, 2016 10:42 pm
Location: Michigan

Re: Fast Offering Expense Limit?

#7

Post by BrianEdwards »

how is the Stake President's approval formally obtained?
I believe that there's no official place for this approval online, but that the auditors require a "paper trail". We recently had an audit, and included in the review was an expense that needed the Stake President's approval. Email communication between our unit and the Stake President were sufficient to demonstrate Stake President approval. Even better procedure might be to print out electronic communications like this and attach them to the Expense Report
User avatar
ckmcdonald
Member
Posts: 192
Joined: Sun Oct 31, 2010 11:33 pm
Location: Middleton, ID, USA (near Boise)

Re: Fast Offering Expense Limit?

#8

Post by ckmcdonald »

Excellent advice - we will document. We also learned there isn't anything stopping a ward clerk from writing a FO check for an amount between $5K and $10K so the documentation is very important in a number of ways.
pineirojuan
New Member
Posts: 1
Joined: Fri Feb 26, 2021 8:41 am

Re: Fast Offering Expense Limit?

#9

Post by pineirojuan »

According to the General Handbook,

"22.5.2.1
Medical or Other Health Care
Each Church area has established approval limits for using fast offerings to pay medical, dental, or mental health expenses. These limits are recommended by the Area Presidency. They are approved by the Church Welfare and Self-Reliance Executive Committee. Limits may vary by region or country in an area. When bishops use fast offerings to help pay for medical, dental, or mental health care, they should not exceed these limits without appropriate approval."

Hope it's helpful.
BrianEdwards
Member
Posts: 284
Joined: Sun Oct 30, 2016 10:42 pm
Location: Michigan

Re: Fast Offering Expense Limit?

#10

Post by BrianEdwards »

This discussion has been focused on medical limits (per the body of the OP), although the title of the post doesn't indicate that. I am only aware of the Handbook specifications on medical expenses; other forms of fast offering expenses such as housing seem to not have any specified limits (but definitely are not limitless :D ). I believe that sometimes people mistakenly take the medical expense limit and apply that limit to other expenses as well, which to my knowledge is not official policy. But perhaps there's clarification on this out there...
Post Reply

Return to “Local Unit Finance”