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Council Finances

Council Finances 1200 628 Michelle Boyer


Council finances should be fully disclosed to all members of the Council on a regular basis. They can be disseminated to all Vincentians through Council members or a regular mailing. The frequency depends somewhat on the extent of the Council’s financial activities, but no less than once a quarter. As with Council action items financial reports should be furnished to Council/Board members well before the Council/Board meeting.

There should be some basic training for all Council/Board members on how to read and understand a Balance Sheet and a Profit and Loss Statement. This needs to be given periodically as new Council/Board members begin their term.


If the Council has stores and/or special works, a full audit by a CPA or accounting firm should be accomplished annually. There are three levels of audits: Compilation, Review, and Full Audit. Select the one appropriate to the size and complexity of your Council. Those smaller Councils that have no stores or special works may plan and execute an informal audit. In any case, a Council audit should be performed annually.

A copy of the audit report should be given to each Council/Board member and discussed at the Council/Board meeting. Results of the audit should be made known to all subsidiary Councils and Conferences. Pay particular attention to any changes suggested to operations or record keeping that are in the report. The Council is accountable to its subsidiaries and upper Councils for the results of the audit. Statements on the audit of impropriety must be addressed before the next audit.


A budget should be developed each year. The Council financial report should show how closely the operation is tracking with the budget each month. Any significant variance that develops should be dealt with in an established “process” manner. If the need for correction persists, action is required by the Chief Executive Officer/Executive Director, Board, or Council. Expenses can be well predicted. It is the income that is uncertain. Don’t fall into the trap of balancing the budget by simply increasing the expected income.

The budget should be formally approved by the Council. It should be treated as a governance document that the Chief Executive Officer/Executive Director and staff must operate within. However, staff should have the latitude to make decisions within the limits of the budget without exceeding those limits.


Adequate insurance coverages and limits should be maintained. It should include Directors and Officers Liability, Employee Practices, and Sexual Abuse coverage to protect the Council in addition to the normal coverages of Property, Liability, Vehicle, and etc. The Liability Insurance should include coverage for all members and volunteers. Annual evaluations should be made of all insurance policies.

An annual update of values should be done on all property insurance. Experts in appraisal, construction, banking, or insurance can be called upon to assist. The cost of insurance is extremely low in comparison to an uninsured or underinsured claim. Determine the cost to replace/rebuild with outside contractors, not the market value of the property.

In most cases of Council operations, limits of $1,000,000 would be considered inadequate. Establish limits with the advice of experts.


Fundraising, as a general rule, is a long-term project. There may be various short-term fundraising projects that are planned but they should be part of a large effort. Develop a fundraising plan and work the plan over a long period of time. Adjust the plan as needed but the most important aspect is to make it a day to day process at all times. Don’t rely on a few resources; continue to search out new avenues to finance our work. The old tried and true may have been discovered by many other nonprofits resulting in less income than in the past.


Establish a reserve fund if the Council has works that require payroll, bank payments or any other ongoing expenses. Decide how long a period of operation you would need to fund in case of loss of the normal source of funding or some operational disaster. This gives you time to adjust operations in case of unexpected losses in any year.

The Manual suggests 50% of annual budget (a six-month reserve). This may be too much depending on ongoing commitments and time to shut down various works if a critical situation arises. If financial results are negative, take corrective action as soon as possible to avoid invading the reserve fund.

Conferences and Councils with no extended obligations need little or no reserves. The money belongs to God’s poor. We are stewards of those funds.


The Rule permits Councils at each level to assess its subsidiaries a solidarity contribution to help offset its cost of operations. This starts at the Council General International (CGI) and goes to each level beneath: National Council, Diocesan Council, District Council, and Conference. This is an obligation that each subsidiary must fulfill.

CGI assesses an annual solidarity contribution from National Councils. The National Council assesses an annual contribution from its Diocesan Councils, District Councils, and Conferences. Diocesan Councils can assess periodic contributions from its District Councils and Conferences. District Councils can assess periodic contributions from its Conferences.

The National Council makes its assessment in October of each year (the beginning of the fiscal year). It assesses to Councils and Isolated Conferences in each diocese. The Councils are expected to make the solidarity contribution. They are then expected, if they choose, to collect the appropriate portion of the contribution from their subsidiary Councils, Conferences, stores, and special works.

The members of the National Governance Committee wish you and your families a beautiful and blessed Christmas and a new year filled with the fullest measure of happiness and good health.

Council Operations

Council Operations 1200 628 Michelle Boyer


All business should be done by process – not reaction to individual situations. Council/Board policies and management procedures form the processes. Once formed, the process should not be violated except for very serious reasons. Processes must be in writing. They can be either Council/Board policy or operational procedures.


All Council/Board agenda items are designated as either action items or information. A process is to be developed so all Council/Board members have all information on action Items well before the Council/Board meeting so all votes are based on informed opinions. There should be no action taken on any motion not fully disclosed. The only exception in Roberts Rules is a “motion to suspend the rules.” This motion only applies to the issue at hand and must be passed by a two-thirds vote. Then that matter can be brought up and acted upon. A typical time that this should be used is in the case of a serious time problem on a critical issue.


All elections are held in conformance with bylaws. The Nationally Approved Bylaws have the same authority as the Rule. As a result of the process that occurred when the National Council approved Part III of the Rule and the Nationally Approved Bylaws at the National Assembly in Chicago in 2005, every Council and Conference is expected to adopt a set of bylaws corresponding to the Nationally Approved Bylaws.

All Council elections should begin at the Conference member level. All ballots are secret. Ballots for this election are usually counted by the Spiritual Advisor and one other disinterested person. It is suggested that only the winner is announced, not how close or unanimous the vote may have been. Revealing the actual vote only creates problems no matter how close or wide the vote is.

Conference Presidents are expected to vote the way their members instructed. If a significant development occurs changing the situation, such as the withdrawal of one or more candidates, the Conference President should use his/her best judgment of how the Conference would vote and then cast the ballot. If the election is put off to another time, the Conference members should be given an opportunity to express their wishes in another secret ballot.


The Council, Council President and Board are responsible for oversight of the management of the Council. However, if the Council has a Chief Executive Officer/Executive Director, the Council, Council President and Board are NOT responsible for the actual day to day management. The Chief Executive Officer/Executive Director is responsible for the business of the Council.

Typically, a Council will not hire a Chief Executive Officer/Executive Director unless it operated one or more stores or Special Works. The business activities of the Council are handled by the Chief Executive Officer/Executive Director. The Council, President and Board are responsible for the Vincentian work of the Council.

An issue with an individual, the clergy, or a Vincentian issue with the Council or a Conference is normally handled by the appropriate members of the Council/ Board. In many parts of the country, the Chief Executive Officer/Executive Director aids the Council/Board with some of those issues. However, the following principle should be kept in mind: The primary role of paid staff in the Society is to AID Vincentians in the work they must do; it is NOT to do their work for them.


The Council/Board is the only entity that can authorize an obligation to be placed on the Council. This authority may be delegated by the Council/Board in certain cases to specific persons. No new ministries or significant additional services are undertaken without Council approval. Obtaining a grant for a special work or service that will obligate the Council to continue even if the grant is not received in the following year is unacceptable planning. The cost of a ministry is not only the space or start-up cost; it is the continuing expense to operate year after year.

In most cases, the structure of the Society is such that the Council is incorporated, has its Tax ID (EIN), is insured and is the SVdP legal entity in its area of coverage. It provides legal authority and coverage to the Conferences, stores and special works that are its subsidiaries. Therefore, it is important that all Conferences, stores and special works submit their plans for grant requests and other new activities to the Council/Board for approval. Since the Council is the legal entity, the grant or new activity becomes the responsibility of the Council.


Planning, both long and short range should be a continuing process and examined in depth at least once a year. Times for regular annual planning meetings, usually before budget time, should be established and adhered to.


In 1979, the National Council passed a resolution that essentially stated that no Council or Conference can cross into the boundaries of another Council or Conference with the intent to set up operations of some work or do fundraising without their permission. This resolution was re-enforced by Resolution 104, passed by the National Council on April 12, 2013. For example, this prevents Council A from establishing a store or special work within the Council B boundaries without Council B granting them permission. The same holds true for targeted fundraising.

1-27-2022 Questions and Answers

1-27-2022 Questions and Answers 1200 628 Michelle Boyer

Q: Next year the Diocesan Council will be billed for solidarity based on the number of active Conferences reported for the 10/1/2020-9/30/2021 fiscal year, when two absorbed Conferences were still active. Is the Diocesan Council responsible for absorbing the solidarity dues for these now inactive Conferences?

A:  When the new method of solidarity calculation went into effect in 2013, it was a specific decision that the invoice would go to the Diocesan Council (or District Council if no Diocesan Council exists). It is up to each Diocesan Council to determine how the invoice will be paid. For example, some Councils pay the whole amount as support for their subsidiaries while others are reimbursed by their Conferences and Special Works. However, the full payment is expected to be paid by the Council even if the number of Conferences or Special Works has changed since the reporting period.

Q:  We have a Conference president approaching the end of her second term, preparing a succession plan for the next election. No current member of this active Conference seems willing to step up to succeed her. If that does not change, what should happen with the Conference?

A:  There are two choices; either elect someone from within or close the Conference. It is up to the Conference members to step forward and provide leadership for their Conference. A District Council president can temporarily appoint someone to be Conference president if no president is nominated before the current president term ends; but an election has to take place as soon as possible and within a reasonable time. The current president should NOT stay in office by either appointment or re-election.

Spanish Translation

P: El próximo año se facturará al Consejo Diocesano por solidaridad basado en el número de Conferencias activas informadas para el año fiscal 1/10/2020-30/9/2021. En ese momento, dos Conferencias absorbidas aún estaban activas. ¿Es el Consejo Diocesano el responsable de pagar las cuotas solidarias de estas Conferencias ahora inactivas?

R:  Cuando el nuevo método de cálculo solidario entró en vigencia en 2013, fue una decisión específica que la factura iría al Consejo Diocesano (o al Consejo de Distrito si no existe ningún Consejo Diocesano). Es para cada Consejo Diocesano determinar cómo se pagará la factura. Por ejemplo, algunos Consejos pagan el monto total como un forma de apoyo a sus filiales mientras que otros son reembolsados ​​por sus Conferencias y obras especiales. Sin embargo, se espera que el Consejo pague la factura completa incluso si el número de Conferencias u Obras Especiales ha cambiado desde el período del informe.

P: Tenemos a una presidenta de la Conferencia acercándose al final de su segundo mandato, preparando un plan de sucesión para las próximas elecciones. Ningún miembro actual de esta Conferencia activa parece dispuesto a dar un paso al frente para sucederle. Si eso no cambia, ¿qué debería pasar con la Conferencia?

R:  Hay dos opciones; elegir a alguien de dentro o cerrar la Conferencia. Depende de los miembros de la Conferencia dar un paso adelante y proporcionar liderazgo para su Conferencia. Un presidente del Consejo de Distrito puede designar temporalmente a alguien para que sea presidente de la Conferencia si no se nombra a ningún presidente antes de que finalice el mandato del presidente actual; pero la elección tiene que pasar lo más pronto posible y dentro de un tiempo razonable. El  presidente actual NO debe permanecer en el cargo ni por nombramiento ni por reelección.

1-20-2022 Questions and Answers

1-20-2022 Questions and Answers 1200 628 Michelle Boyer

Q: Our local electricity utility demands a deposit of $300 for two years of a new resident in our town at one of our rental apartments. Because of the legal concerns, after two years, that deposit is sent back to the resident if they pay their bills during the two years (even if SVdP pays that initially). It is my contention that this is a deposit that should be returned to us as an SVdP Conference (unlike rents that we pay to a third party that never gets rebated). Some in our Conference feel that we should not ask for a return of these monies. What is the position of National?

A: Two things to keep in mind: first, the utility company may not keep track of a third party to whom the refund should be given. Second, when we give assistance to people, it is given as a gift – not a loan; so we should not look for a return. One of the things we have always promoted within the Society is that “once given, the gift belongs to the recipient.” They can do with it as they please. That goes for food, clothing, furniture, rent, utilities, gift cards, vouchers, etc.

 Q: At the national meeting there were papers on the relationship of pastors and Conferences, Extension/Revitalization team roles and responsibilities, and the Extension and Formation Initiative Revitalization Toolbox. Where can I find these on the website? I looked at several different places and could not find them.

A: Here is the link for Growth & Revitalization materials: Outreach – St. Vincent de Paul USA Member Site (ssvpusa.org),  where you will find all the materials available from the National Council.

Spanish Translation

P: Nuestro servicio de luz local exige un depósito de $300 por dos años de un nuevo residente en nuestra ciudad en uno de los apartamentos. Debido a los asuntos legales, después de dos años, ese depósito se devuelve al residente si paga sus facturas durante los dos años (incluso si SVDP paga eso inicialmente). Mi argumento es que este es un depósito que debe ser devuelto a nosotros como una Conferencia SVDP (en contraste a los alquileres que pagamos a un tercero que nunca se reembolsa). Algunos en nuestra Conferencia sienten que no deberíamos pedir la devolución de estos dineros. ¿Cuál es la posición de Nacional?

R: Dos cosas a tener en cuenta: primero, la empresa de servicios públicos tal vez no realiza un seguimiento de un tercero a quien se le debe dar el reembolso. En segundo lugar, cuando brindamos asistencia a las personas, lo hacemos como un regalo, no como un préstamo; por lo que no debemos buscar un retorno. Una de las cosas que siempre hemos promovido dentro de la Sociedad es que “una vez dado, el regalo pertenece a quien lo recibe.” Pueden hacer con él lo que quieran. Eso se aplica a alimentos, ropa, muebles, alquiler, servicios públicos, tarjetas de regalo, cupones, etc.

P: En la reunión nacional hubo documentos sobre la relación de los pastores y las Conferencias, las funciones y responsabilidades del equipo de Extensión/Revitalización y Materiales de la Iniciativa por Formación y Revitalización. ¿Dónde puedo encontrarlos en el sitio web? Miré en varios lugares diferentes y no pude encontrarlos.

R: Aquí está el enlace para los materiales de Crecimiento y Revitalización: Divulgación: sitio para miembros de St. Vincent de Paul, EE. UU. (ssvpusa.org), donde encontrará todos los materiales disponibles del Consejo Nacional para hacer crecer nuevas conferencias y revitalizar las conferencias en apuros.


Servant Leadership Responsibilities

Servant Leadership Responsibilities 1200 628 Michelle Boyer

*Excerpt from Vincentian Life: Council


Servant Leadership

Officers are servant leaders and should strive to put the good of the Society, Councils, Conferences, Vincentians, poor and benefactors above their own. True servant leadership is a sacrifice given to God for the blessing of being able to help in service to his poor. What greater role model than Jesus. “And he that will be first among you shall be our servant. Even as the son of man has not come to be ministered unto, but to minister, and to give his life as redemption for many.” (Matthew 20: 27-28)


Officers should seek out knowledge of responsibilities from training resources and guidance from the Society.  The National Council has developed many resources for helping officers to understand their roles better.  These resources can be found on the National Council members’ website under various Organization & Membership categories:  Governance, Leadership Resources, Servant Leadership, and many more.

Training programs such as the Ozanam Orientation, Servant Leadership Workshop, and the Governance for Councils and Boards DVD have also been developed.

  1. Officers need to recognize their limitations of knowledge and experience. Unless they have similar leadership and business background, it is difficult to step into the position that is controlled by complex issues in all areas. Our leaders are chosen because they are wonderful spiritual Vincentians willing to take on the responsibility of being a Council President.
  2. Some of them have not had knowledge, training or experience to operate the complex business side of our Society.
  3. They do the best they can.
  4. One new Council President said, “I don’t know anything about a budget for a business. I haven’t even made a written budget for my own family.”
  5. He recognized his weakness and asked for help.

The real problems are: we don’t know that we don’t know and we ask for help too late. Help is available. The National Council has sponsored a mentoring program for Council Presidents and Chief Executive Officer/Executive Directors. Contact the National Council office or check the National Council website for information about this.

Seek Expert Advice

With the recognition of limitations, experts in the required fields of knowledge should be sought. Some of the areas are budgeting, taxes, EEOC, hiring, labor laws, accounting, insurance, legal matters of all kinds, personnel policies, pay scales and many others. There are willing helpers in every community. Make the effort to seek them out.

No Surprises (Transparency)

Good Vincentian leaders try very hard to build consensus before acting on significant issues. A cardinal rule of all business and even in life is, NO SURPRISES. Tell the facts as early as possible to those involved before the crisis decision time arrives.

Involve Everyone

No Lone Rangers allowed. An election should not turn over the management of the entire Council to the new President. The President doesn’t know everything and the President doesn’t do everything. The President must keep all of the members involved. This is NOT a personal ministry. Over the years, many Conferences and Councils have failed, many have folded, and many members have been lost because of the effects of a Lone Ranger.

No Absentee Presidents

If you accept the position of responsibility, you owe it to the Council and the Society to be actively involved locally and at required meetings in the Region and at the National level. If you don’t want the entire responsibility don’t just accept a couple of areas that you like. The President is expected to be present and involved throughout his/her term. This also means NO Snowbirds.

Succession Planning

One of our primary responsibilities of leaders of a Council is to leave the Council in as good or better condition when our term is up as it was when we became the leader. There is much more work to be done long after we are gone. We must do our share to be sure our Council is there to do it. This also includes the President making every effort to nurture future leaders in the Council. There is no automatic succession in the Society, so this means that the concepts of leadership should be regularly promoted.

Special Conditions

In the chapter on Conferences, mention was made of two special concerns: President’s term of office and inappropriate appointment of officers. Both of these conditions come into play at the Council level as well. The Council is not only to monitor this at the Conference level but within itself as well.

Conference Collaborations: Enhancing Our Network Of Charity

Conference Collaborations: Enhancing Our Network Of Charity 1200 628 Michelle Boyer

In August of 1833, Leon Le Prevost, a member of the first Conference who later went on to establish the Religious Order of St. Vincent de Paul, wrote: In this moment there is a great movement of charity and of faith…” The same could be said of our time and our place in this world. Although we are often distracted by negative forces, influences, and movements, we must never lose sight of the hearts of our non-Vincentian brothers and sisters who like us long to help others. We witness that concern and compassion flow out of the actions of individuals, families, corporations, faith-based groups, and civic organizations as they respond to natural disasters and other large-scale tragedies.

From the very early days of the Society, our founders understood the need to work collaboratively with the government and other organizations in order to better assist the poor and suffering. In December of 1833, the first Conference accepted the role of “Commissioners of Charity” for the administrators of the La Bienfaisance neighborhood. While our present-day Councils often enter into collaborative agreements and relationships, our local Conferences tend to function primarily in cooperation with other Conferences and Councils, seldom reaching out to other groups in their local area.

If Conferences are isolated and do not interact and cooperate with other local faith-based groups and charitable organizations, we are overlooking resources including potential volunteers who can assist us in providing assistance to our neighbors in need.  By joining forces we not only increase our ability to help others but we also engage the community and provide others with the opportunity to be actively involved in helping those in need. Additionally, our outreach efforts help spread knowledge about the Society and our mission of charity and love.

On the Conference level, most collaborative relationships do not require a formal contract but more of a mutual understanding based on agreement in protocols and policies. Identifying groups in your area should be the starting point followed by outreach and relationship-building. Such relationships should start by sharing with the group’s leaders or members our history and mission, as well as letting them know how we currently serve those in need in our community.

The process must include a two-way conversation that provides us with an understanding of who they are and how they currently serve the community. Once that relationship is built, we can begin a conversation on how we can work together to benefit the needy, always keeping in mind that we can only function within the Rule of the Society. Just as we honor who they are and their procedures and guidelines, they must honor ours. For example, potential collaborative partners need to understand early on we cannot share funds with them or any project that our members are not involved in through person-to person contact with the poor.

When Frederic Ozanam helped to establish the Society, he envisioned a network of charity that would encompass the world. Vincentians are only part of that network. Our vocation calls us to reach out and serve beside other people of goodwill to help relieve poverty and injustice. By reaching out to them we can enhance the work of our Conferences and provide opportunities for them to join us in service to the least among us.

Such collaboration can make a huge difference. Ask yourself, “How can our Conference build relationships with other groups and churches?” With the help of others, we can do more and experience the love of Christ in those whom we serve and in those whom we serve beside.

Questions and Answers 1-6-2022

Questions and Answers 1-6-2022 150 150 Michelle Boyer

Q: A few members of my Conference say that they will not help someone who lies to them. Pope Francis has said that someone who lies is desperate. I believe that we should assist someone in need even if they have lied to us. Yes, confront the lie but show mercy. Is there anything in the Rule or other Vincentian literature that addresses this situation?

A: People lie for various reasons: some out of desperation, some because it suits the way they live, some simply because it will gain something for them. Telling lies is sinful, which means that a liar is a sinner just like all of us. God is willing to forgive all sinners; should we not be willing to do as much?

In the Rule, Part I, Articles 1.8 it states, Vincentians serve the poor cheerfully, listening to them and respecting their wishes, helping them to feel and recover their own dignity, for we are all created in God’s image. In the poor, they see the suffering Christ. Members observe the utmost confidentiality in the provision of material and any other type of support. Article 1.9 reads, Vincentians endeavor to establish relationships based on trust and friendship. Conscious of their own frailty and weakness, their hearts beat with the heartbeat of the poor. They do not judge those they serve. Rather, they seek to understand them as they would a brother or sister.

When we interview someone who is asking for help, it is up to us to do due diligence to determine if the need is real and if we should help. Was the lie a determining factor if giving the assistance?  If the lie was not a determining factor in deciding what to do, then does it really make a difference on future help? Should we Vincentians have done more investigation before agreeing to assist?  Sometimes in our willingness to help people, we don’t do all we should to ensure the need is real.

Q: Is there anything in the Rule or Manual that would prevent an individual to serve as President of both his/her District Council and President of his/her individual Conference simultaneously? If so, could an individual hold different offices within the Council and Conference? i.e., Council President, Conference Treasurer?

A: It is not a problem from the Rule and Bylaws for a Council President to also carry the office of Conference President. Nonetheless, it is not recommended because of the responsibilities including voting that go with each position.

The following circumstances should be clearly addressed and determined by the Council before allowing one individual to serve in both elected roles:

  • When a Council President holds the position of Conference President as well, does he/she get two votes in the Council meeting – one as President of the Conference and one as President of the Council?
  • Who represents the Conference in the Council meeting?

These should be answered before he/she takes office.

Spanish Translation

P: Algunos miembros de mi Conferencia dicen que no ayudarán a alguien que les mienta. El Papa Francisco ha dicho que alguien que miente está desesperado. Creo que deberíamos ayudar a alguien que lo necesite incluso si nos ha mentido. Sí, confronta la mentira, pero muestra misericordia. ¿Hay algo en la Regla u otra literatura Vicentina que aborde esta situación?

R: La gente miente por varias razones: algunas por desesperación, algunas porque se adapta a su forma de vida, algunas simplemente porque les dará algo. Decir mentiras es un pecado, lo que significa que un mentiroso es un pecador como todos nosotros. Dios está dispuesto a perdonar a todos los pecadores; ¿no deberíamos estar dispuestos a hacer lo mismo?

En la Regla, Parte I, Artículos 1.8 dice, los Vicentinos sirven al pobre con alegría, prestándoles atención y respetando sus deseos, ayudándolos a sentir y recobrar su dignidad propia, ya que todos somos creados en la imagen de Dios. En el pobre, ellos ven al Cristo sufriente. Los miembros observan la más completa confidencialidad cuando proveen bienes materiales o cualquier otro tipo de ayuda. El artículo 1.9 dice, los Vicentinos tratan de establecer relaciones basadas en la confianza y la amistad. Conscientes de su propias flaquezas y debilidades, sus corazones laten en conjunto con el latido del pobre. Ellos no juzgan a los que sirven. Al contrario, tratan de entenderlos como si fuesen con un hermano o hermana.

Cuando entrevistamos a alguien que está pidiendo ayuda, depende de nosotros hacer la debida diligencia para determinar si la necesidad es real y si debemos ayudar. ¿Fue la mentira un factor determinante a la hora de dar la asistencia? Si la mentira no fue un factor determinante a la hora de decidir qué hacer, ¿realmente influye en la ayuda futura? ¿Deberíamos, nosotros Vicentinos, haber investigado más, antes de aceptar ayudar? A veces, en nuestra disposición a ayudar a las personas, no hacemos todo lo que deberíamos para asegurarnos de que la necesidad sea real.

P: ¿Hay algo en la Regla o en el Manual que impida que una persona sirva como Presidente de su Consejo de Distrito y Presidente de su Conferencia individual simultáneamente? Si es así, ¿podría una persona ocupar diferentes cargos dentro del Consejo y la Conferencia? es decir, Presidente del Consejo y Tesorero de la Conferencia?

R: No es un problema de la Regla y los Estatutos que un Presidente del Consejo también desempeñe el cargo de Presidente de la Conferencia. No obstante, no se recomienda debido a las responsabilidades, incluida la votación, que acompañan a cada puesto.

Las siguientes circunstancias deben ser tratadas claramente y determinadas por el Consejo antes de permitir que una persona sirva en ambos papeles electos:

  • Cuando un Presidente del Consejo ocupa también el puesto de Presidente de la Conferencia, ¿obtiene dos votos en la reunión del Consejo? ¿uno de Presidente de la Conferencia y uno como Presidente del Consejo?
  • ¿Quién representa a la Conferencia en la reunión del Consejo?

Estos deben ser respondidos antes de que él o ella asuma el cargo.

12-23-2021 Questions and Answers

12-23-2021 Questions and Answers 1200 628 Michelle Boyer

Q: We currently have two individuals who have been working and volunteering in our Thrift Store for years. Is it against the law to have an individual as both an employee and volunteer?

A: Once a person is hired to do a job, he/she must be paid to do that job. They are not allowed to do that job for pay sometime and for no pay (volunteer) sometime; it is against labor laws. A person may volunteer to do work that is totally unrelated to the work he/she is paid to do.  For example, a store employee may work as a cashier and be paid for it. Then that person may volunteer to sort clothing, but may not do anything in the cashier’s job description.

Q: The President has appointed an assistant pantry manager who is not Catholic. This manager has virtually become the main person in this operation which is, by far, the biggest activity of the Conference. Is it okay for an associate member to take such a position?

A: It is not a problem for an associate member to become a pantry manager. An associate member can do a lot in Conferences, but it does not give them extra authority for Conference policy decision making. Decision making is done by active Conference members only. He/she can make operational decisions. Also, keep in mind that associate members do not vote as do full members who must be Catholic.

Spanish Translation

P: Actualmente tenemos dos personas que han trabajado y se han ofrecido como voluntarias en nuestra tienda de segunda mano durante años. ¿Es contra la ley tener a un individuo como empleado y voluntario?

R: Una vez que se contrata a una persona para hacer un trabajo, se le debe pagar por hacer ese trabajo. No se les permite hacer ese trabajo por pago en algún momento y sin pago (voluntario) en algún momento; va en contra de las leyes laborales. Una persona puede ofrecerse como voluntario para realizar un trabajo que no está relacionado en absoluto con el trabajo por el que se le paga. Por ejemplo, un empleado de una tienda puede trabajar como cajero y recibir un pago por ello. Entonces esa persona puede ofrecerse voluntariamente para clasificar la ropa, pero no puede hacer nada en la descripción del trabajo del cajero.

P: El presidente ha designado a una persona que no católico para ser subdirector de la despensa. Este subdirector se ha convertido prácticamente en la persona principal de esta operación que es la actividad principal de la Conferencia. ¿Está bien que un miembro asociado asuma ese puesto?

R: No es un problema para un miembro asociado convertirse en gerente de despensa. Un miembro asociado puede hacer mucho en las Conferencias, pero no le da autoridad adicional para la toma de decisiones de política de la Conferencia. Solo los miembros activos pueden tomar las decisiones de la Conferencia. Un miembro asociado puede tomar decisiones operativas. Además, tenga en cuenta que los miembros asociados no votan al igual que los miembros activos, que deben ser católicos.

12-16-2021 Questions and Answers

12-16-2021 Questions and Answers 1200 628 Michelle Boyer

Q:  The LDS church has contacted our Conference offering volunteers to help with our service. I know there are major doctrine differences, so would like to know how SVdP responds to such a request.

A:  Members of the LDS church (as well as others) can be Associate Members, meaning they can participate in the works and possibly attend meetings (without a vote), but they cannot be officers. If your Conference has special works, such as a pantry or a store, they can assist as volunteers. If your Conference has special seasonal programs such as Thanksgiving or Christmas, they can help then as well.

Q:  We have a Conference president approaching the end of her second term and trying to plan her succession. No current member of this active Conference seems willing to step up to succeed her. If that does not change, what should happen with the Conference?

A:  There are two choices, either elect someone from within or close the Conference. It is up to the Conference members to step forward and provide leadership for their Conference. A District Council president can temporarily appoint someone to be Conference president if no president is nominated before the current president term ends; but an election has to take place as soon as possible and within a reasonable time. The current president must NOT stay in office beyond their elected first/second terms.

Spanish Translation

P: La iglesia SUD se ha puesto en contacto con nuestra Conferencia ofreciendo voluntarios para ayudar con nuestro servicio. Sé que existen diferencias importantes de doctrina, entonces me gustaría saber cómo responde SVdP a tal solicitud.

R:  Los miembros de la iglesia SUD (así como otros) pueden ser Miembros Asociados, lo que significa que pueden participar en las obras y posiblemente asistir a las reuniones (sin voto), pero no pueden ser funcionarios. Si su Conferencia tiene trabajos especiales, como una despensa o una tienda, pueden ayudar como voluntarios. Si su Conferencia tiene programas especiales de temporada como Acción de Gracias o Navidad, ellos también pueden ayudar.

P: Tenemos un presidente de la Conferencia acercándose al final de su segundo mandato y tratando de planificar su sucesión. Ningún miembro actual de esta  Conferencia activa parece estar dispuesto a dar un paso al frente para sucederle. Si eso no cambia, ¿qué debería pasar con la Conferencia?

R: Hay dos opciones, elegir a alguien de dentro o cerrar la Conferencia. Depende de los miembros de la Conferencia dar un paso adelante y proporcionar liderazgo para su Conferencia. Un presidente del Consejo de Distrito puede nombrar temporalmente a alguien para que sea presidente de la Conferencia si no se nombra ningún presidente antes de que finalice el mandato actual; pero las elecciones deben tener lugar lo más pronto posible y en un plazo razonable. El presidente actual NO debe permanecer en el cargo más allá de su primer/segundo mandato electo.

12-9-2021 Questions and Answers

12-9-2021 Questions and Answers 1200 628 Michelle Boyer

Q: Our Council gets funds donated to us from a couple of grocery chains. The funds are then passed on to the Conferences in the form of gift cards which they either give to people or use to purchase food for their pantry. How should the Conference report these funds on the annual report?

A: The financial report is only for actual money that is deposited in the Conference accounts. Gift cards cannot be deposited and must be included under in-kind.

If your food pantry is designated as an official Special Work for which you send in a report at the end of the year, then the money donated to the food pantry should be entered on line 3A. If the food pantry is not an official special work, then the money donated for food should go into Restricted Funds. But again, this never includes gift cards because they are in-kind donations.

Q: Some of our Conferences receive donations in the form of gift cards to supermarkets and places like Target which they then distribute to friends in need during Christmas. These gift cards have cash value. Should the Conference treat them as such and report them on line 5E: Other-Misc. Receipts?

A: The gifts cards received as donations would be treated as in-kind. When they are distributed, they have a specific value for the purpose for which you give them (food, clothing, etc.). They are not cash so they would not be treated as 5E. They cannot be deposited to your account and show up in the balancing of your accounts.

Spanish Translation

P: Nuestro Consejo recibe fondos que nos donan un par de empresas de supermercados. Luego, los fondos se transfieren a las Conferencias en forma de tarjetas de regalo que se entregan a las personas o se utilizan para comprar alimentos para su despensa. ¿Cómo debería informar la Conferencia sobre estos fondos en el informe anual?

R: El informe financiero es solo para el dinero real que se deposita en las cuentas de la Conferencia. Las tarjetas de regalo no se pueden depositar y deben incluirse en especie.

Si su despensa de alimentos está designada como Obra Especial oficial para la cual envía un informe al final del año, entonces el dinero donado a la despensa debe ingresarse en la línea 3A. Si la despensa no es una obra especial oficial, entonces el dinero donado para alimentos debe ir a Fondos Restringidos. Pero fíjese, esto nunca incluye tarjetas de regalo porque son donaciones en especie.

P: Algunas de nuestras Conferencias reciben donaciones en forma de tarjetas de regalo para supermercados y lugares como Target, que luego distribuyen a amigos con necesidades durante la Navidad. Estas tarjetas de regalo tienen valor en efectivo. ¿Debería la Conferencia tratarlos como efectivo e informarlos en la línea 5E: Otro-Misc. Ingresos?

R: Las tarjetas de regalo recibidas como donaciones se tratarán como en especie. Cuando se distribuyen, tienen un valor específico por el propósito para el que se les da (comida, ropa, etc.). No son dinero en efectivo, por lo que no serían tratados como 5E. No se pueden depositar en su cuenta y aparecer en el saldo de sus cuentas.

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