Resources for parish administration

Parochial forms & reports

Risk Management


Budget, Assessments, & Audit



Bishop Reed’s 2020 Leadership Workshop

is scheduled for Saturday, Feb. 22.
All clergy, parish treasurers, and vestry members are strongly encouraged to attend.
To make a reservation, call Danyl Harrell at the Diocesan Center (817-244-2885).

Parochial Forms and Reporting

Parochial Reports covering 2019 attendance and financial information will be completed through

The following forms are to be submitted to the diocesan office before March 1:
Clergy Information Form
New clergy, please complete;
others, update as necessary
2020 Church Information
Includes: Names and contact information for church staff and vestry
2020 Convention Delegate Certificate
Certificate of election, with contact info;
elect according to Canon 1

Other forms for office and vestry use:
Monthly Mission Report
Used by mission congregations
Sample Audit Certificate
Clergy Housing Resolution Form
Required annually by the IRS. Include the
completed form and record of vestry approval
in December meeting minutes.

Audit guidelines for congregations
Church audit reports are due in the diocesan office
on Sept. 1 of each year


Risk Management

Property and Casualty Insurance

Diocesan Property & Casualty Insurance Minimum Standards

Do you need a Certificate of Insurance? • COI Tracking Form

Certificate of Insurance Form Letter

Property Safety Inspection form (PDF) • Parish Inventory form (Excel)

Frost Insurance Brokers
  service: Nikki Adams 817-420-5706
  claims: Jordan Geary 817-420-5744
  agent: Jim Dickenson 817-420-5701

Ethics Policies and Programs

Ethics Manual (PDF) Important requirements for those working with children and youth are detailed in the diocesan Ethics and Integrity Policy manual. Please download and print a copy for reference in the church office.
Social Media Policy and Guidelines (PDF) The Social Media Policy was adopted in 2016. Please refer to it for guidance on Web sites, Facebook pages, and other social media. Completion of the online Ministry Safe course is required for all employees and volunteers who work with minors. This includes: nursery staff, Sunday School teachers, youth leaders, and clergy.

Emergency Preparedness

Emergency Action Plan Form 

To schedule an Emergency Preparedness Workshop at your location, contact one of these trainers:

Canon Jay Atwood • frjay @
Bill Parrott • wparrott @
Philip Craig • philip.craig @
Larry Bailey – lwbaileyrn @



Finance Committee

Risk Management Committee

Retirement Fund Board

Chair: Fr. Roger Grist
(Fort Worth West Deanery)

Treasurer: Walter Virden III
Alan Jackson (Northern Deanery
Tom Ward (Fort Worth East Deanery)
Harvey Craig (Eastern Deanery)
Fr. Stuart Smith (Southern Deanery)
Tom Sikes (Western Deanery)

Chair: Rod Barber
(Worker's Compensation, Property & Liability)
Don Bendure (Property & Casualty;
Professional Liability)

Fr. Joel Hampton
David Coburn
Kristi Heffron (Diocesan Staff)

Chair: Dick Kahle
Fr. Andrew Bradley
Marsland Moncrief
Walter Virden III

Diocesan Budget, Assessments, and Audit

2020 Diocesan Budget 2020 Diocesan Assessment Table
2020 Budget Narrative and Pie Chart Assessment Formula
2017 Audit – Final
  2018 Audit (to come)


Canon H. Jay Atwood, Canon to the Ordinary

Kristi Heffron, Director of Finance & Business Administration

Danyl Harrell, Camp Crucis and Finance Administration

Fr. Michael Brooks, Benefits Coordinator

Phone: 817-244-2885


Employee Benefits Information Diocesan Constitution
Handbook of Lay Ministry (with licensing forms) Diocesan Canons
Vestry 101 (PowerPoint file) Diocesan Customary
ChurchLaw&Tax (from Christianity Today)