Church Administration Resources

Note: Leadership Conference materials are available under the Reference heading. Click the button above.

Parochial Management

Annual Parochial Reports covering attendance and financial information are completed through

The Church Information form and Delegate Certificate are to be submitted to the diocesan office after the annual meeting but no later than March 1.

Note: If completing the forms online,
do not use the Firefox browser to open,
download, or type information. Leave
only one space between words.

2023 Church Information form
Includes: Names and contact information
for church staff and vestry


For assistance with the
Parochial Report,


2023 Convention Delegate Certificate
Certificate of election, with contact info;
elect according to Canon 1
Monthly Mission Report
Used by mission congregations
PDF form may be completed online

Clergy Information form
New clergy, please complete;
others, update as necessary


Audit Guidelines for Congregations



Sample Audit Report


How to Conduct a Church Audit
Sample Audit Certificate

The Diocese offers medical coverage, life and disability insurance, and a retirement program for lay and clerical employees.

Health Care

2022-23 Benefits Guide

HSA plan coverage/rate tables

HSA plan certificate

PPO plan coverage/rate tables

PPO plan certificate
Dental Plan Certificate
Vision Plan Certificate
Medicare Drug Coverage

The 2022-23 benefits year runs from
Sept. 1, 2022, to Aug. 31, 2023.

Enrollment Form
Clergy and Lay Health Care
and Voluntary Life & Disability

One America Life & Disability
Enrollment Form
Beneficiary Form

Insurance Policy Certificates:
Basic Life Class 1
Basic Life Class 2
Basic Life Class 3
Basic Life Class 4
Basic Life Class 5
Voluntary Life Certificate
Long-term Disability Class 1
Long-term Disability Class 2
Short-term Disability Class 1
Short-term Disability Class 2

Your Health Benefits Explained

Completing the Enrollment Form

Some elements of clergy compensation are
determined with the advice and consent of the vestry.

Clergy Housing Resolution form
Required annually by the IRS.
Include the completed form and
record of vestry approval
in December meeting minutes.

The Clergy Compensation Package

Handbook of Lay Ministry
2022 Diocesan Customary

MinistrySafe training for clergy and lay people working with minors
Contact Dale Ward dward @ to schedule training for your congregation.

Eucharistic Minister’s License

The Role of the Vestry (part 1)

The Role of the Vestry (part 2)

The Annual Parish Meeting (part 1)

Eucharistic Min. License Renewal
Eucharistic Visitor’s License
Eucharistic Visitor’s License Renewal
Worship Leader’s License
Worship Leader License Renewal
Catechist’s License
Petition for Annulment
Petition for Marriage

2022 Ethics Manual
The manual sets out requirements and standards of conduct for all clergy, lay employees and volunteers. A copy should be provided to all new employees and lay leaders. Current clergy, employees and lay leaders should review annually. Submit acknowledgement form.

Acknowledgement form
A fillable PDF to be submitted to the diocesan office acknowledging receipt and understanding of the ethics policy documents.

Ministry Safe
child safety training

Log in portal

Social Media Policy
Diocesan regulations for clergy, lay employees, and volunteers publishing on Web sites, Facebook pages, and other social media. Submit acknowledgement form.


Conflict of Interest Policy
Adopted in 2022, the policy applies to all officers, clergy, employees and volunteers, requiring them to recuse themselves from all decisions in which they have a potential conflict of interest.


Music Copyrights and Licensing (PDF)

Subscriptions and Reporting (PDF)

Music Licensing, Part 1
Music Licensing, Part 2

Risk Management and Emergency Preparedness

Property and Casualty Insurance
Minimum Standards

Providers of Motor Vehicle Records
and Background Screening

Driver Acceptability Matrix

Parish Inventory form (Excel)


Insuring Parish Property

Church Safety Policies

Church Safety Procedures

Creating a Church Safety Team


Tilmon Gardiner
tgardiner @


Digital Security
Important advice to maintain
the security of digital records and IDs.

Property Safety Inspection form

Risk Management Survey Results

Restoration Services

Winterization Policy
Steps to take before freezing weather.

Emergency Action Plan form
To schedule an Emergency Preparedness Workshop at your location, contact
the Diocesan Office

Restoration services
Cavalry Construction and Restoration

Risk Survey form (Excel)

Instructions for the form (MS Word)

PowerPoint guide

Sample Letter to a contractor
Certificate of Insurance

Do you need a Certificate of Insurance?

Tracking Worksheet

Certificate Management guidelines


Risk Management Monthly Newsletters


January April August November
February May   December


January June    
February September    
March December    



2022 Diocesan Budget and Assessment Table

Diocesan Constitution Diocesan Canons
ChurchLaw&Tax (a resource of Christianity Today)

Presentation slides and handouts from the
Bishop’s Leadership Workshop • 2022
Social Media presentation (PDF) Frost Insurance overview (PPT)
Bryan Sims presentation on reviving leadership post-COVID (PPT)

Staff and Leadership Contacts


Kristi Heffron, Director of Finance

Danyl Harrell, Financial Assistant

Fr. Michael Brooks, Benefits Coordinator

Tilmon Gardiner, Security Director

Rod Barber, Chair, Risk Managment Committee

Diocesan office phone: 817-244-2885

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

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)
Joe Hodges (Eastern Deanery)
Fr. Stuart Smith (Southern Deanery)
Paul Prater (FW East Deanery)

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

Chris Brown
David Coburn
Tilmon Gardiner (Diocesan Staff)
Kristi Heffron (Diocesan Staff)
Fr. Jeff Logan
Deacon Steve Watson

Chair: Walter Virden III
Fr. Andrew Bradley
Marsland Moncrief
Joe Graber