Returned Missionary - Removal from Ward Fund

Use this forum to discuss issues that are not found in any of the other clerk and stake technology specialist forums.
Post Reply
cchang
Member
Posts: 197
Joined: Mon Apr 17, 2017 8:11 am

Returned Missionary - Removal from Ward Fund

#1

Post by cchang »

We have a returned missionary that is still being listed in the Ward Missionary Fund. How do we request to remove the returned missionary? Is it because they still have a balance and how do we transfer that balance so their name no longer is an option under the donations for Ward Missionary Fund?
eblood66
Senior Member
Posts: 3625
Joined: Mon Sep 24, 2007 9:17 am
Location: Cumming, GA, USA

Re: Returned Missionary - Removal from Ward Fund

#2

Post by eblood66 »

The sub-category will generally be removed automatically when the missionary has returned and when the balance has been 0 for a month or two. If there is a positive balance then you need to transfer the remaining amount to the top level Ward Missionary Fund category. If it's negative you need to make a transfer from the top level Ward Missionary Fund to zero it out or obtain the remaining payment from the family, missionary or friends if the bishop thinks that's an option.
cchang
Member
Posts: 197
Joined: Mon Apr 17, 2017 8:11 am

Re: Returned Missionary - Removal from Ward Fund

#3

Post by cchang »

eblood66 wrote:The sub-category will generally be removed automatically when the missionary has returned and when the balance has been 0 for a month or two. If there is a positive balance then you need to transfer the remaining amount to the top level Ward Missionary Fund category. If it's negative you need to make a transfer from the top level Ward Missionary Fund to zero it out or obtain the remaining payment from the family, missionary or friends if the bishop thinks that's an option.
How do we transfer the positive amount? Do we need permission from the missionary or Stake to do the transfer? From my understanding, positive balances should not be returned to the missionary and transferred to the general Ward Missionary Fund.
jdlessley
Community Moderators
Posts: 8721
Joined: Mon Mar 17, 2008 12:30 am
Location: USA, TX

Re: Returned Missionary - Removal from Ward Fund

#4

Post by jdlessley »

cchang wrote:How do we transfer the positive amount?
Use the Transfer tool found in LCR > Finance > Transfers.
cchang wrote:Do we need permission from the missionary or Stake to do the transfer? From my understanding, positive balances should not be returned to the missionary and transferred to the general Ward Missionary Fund.
Once a donation is made the donor loses control of the funds and cannot provide direction on the use of those funds. The missionary does not own or have any control of those funds. There have been other discussion threads around this topic in the Tech Forum. There are the important points to keep in mind. First is that the Ward Missionary Fund subcategories are only for tracking funds used to support the individual missionaries and do not belong to the donor(s) or the missionaries. Second is the financial responsibility belongs to the ward even though someone such as the missionary, a person, a member, or a family related to the missionary has made a promise to make the financial contributions. Since the ward is financially responsible, the management of the Ward Missionary Fund, and the subcategories, is the ward's responsibility. Transfers from the parent category to the subcategories, and likewise in reverse, is under the management decisions of the ward (more specifically the bishop).
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center?
Post Reply

Return to “General Clerk Discussions”