for Church Treasurers, Parish Administrators, and vestry members
serving congregations in the Diocese of Fort Worth



Parochial Records

Parochial Reports covering 2020 will be completed through

Additional forms required for Diocesan records:

Clergy Information Form
new clergy, please complete;
other clergy, update as necessary
• in MS Word
2020 Church Information
names and contact information
for church staff and vestry

2020 Convention Delegate Certificate
certificate of election, contact info
• elect according to Canon 1

Return all the above forms to the diocesan office.

Budget and Audit

2019 Diocesan Assessments
Assessment formula

2019 Diocesan Budget

To come: Audited Diocesan Financial Report for 2017

Church audit reports are due in diocesan office on Sept. 1

Audit guidelines for congregations

Sample audit certificate


Bishop Reed’s 2020 Leadership Workshop is scheduled for Saturday, Feb. 22. All clergy, parish treasurers, and vestry members are encouraged to attend. To make a reservation, call Danyl Harrell at the Diocesan Center (817-244-2885).

Diocesan Finance Committee for 2020

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


Employee Benefits page – click here for forms and information on health, life, disability, and other benefit programs


Risk Management

Property and Casualty

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

Diocesan Property & Casualty Insurance Minimum Standards

Do you need a Certificate of Insurance?COI Tracking Form

Certificate of Insurance Form Letter


Property Safety InspectionEmergency Action plan formParish Inventory (excel file)

Diocesan “Ethics and Integrity in Ministry ” Policy Handbook

Important guidelines for those working with children and youth
are detailed in the diocesan Ethics and Integrity Policy manual.
The latest edition – revised May 2012 – is linked below.
Please download and print a copy for reference in the church office.

The Social Media Policy was adopted in 2016. Please refer to it
for guidance on Web sites, Facebook pages, and other social media.

Ethics Manual in PDF
Social Media Policy in PDF


Emergency Preparedness Program Trainers

Canon Jay Atwood • frjay @

Bill Parrott • wparrott @

Philip Craig • philip.craig @

Larry Bailey – lwbaileyrn @


Ministry Safe child sexual abuse prevention program

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.

Diocesan Risk Management Committee

Chair: Rod Barber (Worker's Compensation; Property & Liability)
Diocesan Risk Manager: Thom Murrell
Members: Don Bendure (Property & Casualty; Professional Liability), Thom Murrell (Property & Casualty claims), Fr. Joel Hampton, Bob Davis (legal), David Coburn, Kristi Heffron

Retirement Fund Board

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

Monthly Financial Statement

Mission congregations use this Monthly Financial Statement for reporting to the diocese.

Clergy Housing Resolution

Parish vestries may use this Housing Resolution Form for clergy. Completion of a new form is required yeach year by the IRS. The form must be approved by the vesty and included in the December meeting minutes.

  Diocesan Staff

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

  Additional Resources

Diocesan Constitution Diocesan Customary
  Diocesan Canons

Church Law and Taxes (Christianity Today)