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  • 02 Parish Finance Cheat Sheet Reference PCB

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    Aidan
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    This document provides contact information for parish finances within the Incorporated Synod of the Diocese of Toronto. It lists the Finance Department as the primary contact for issues regarding parish support, the Consolidated Trust Fund, Cemetery Fund, insurance, investments and banking. It also provides specific contacts within the Finance Department as well as at CIBC and the Canada Revenue Agency for issues like GST/HST returns, gifts of securities, payroll, allotments and more. Parishioners are directed to the Finance Department website or individual contacts for assistance on a variety of financial matters.

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    Parish finances

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    02___parish_finance_cheat_sheet_reference_pcb

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    This document provides contact information for parish finances within the Incorporated Synod of the Diocese of Toronto. It lists the Finance Department as the primary contact for issues regarding parish support, the Consolidated Trust Fund, Cemetery Fund, insurance, investments and banking. It also provides specific contacts within the Finance Department as well as at CIBC and the Canada Revenue Agency for issues like GST/HST returns, gifts of securities, payroll, allotments and more. Parishioners are directed to the Finance Department website or individual contacts for assistance on a variety of financial matters.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    02 Parish Finance Cheat Sheet Reference PCB

    Uploaded by

    Aidan
    This document provides contact information for parish finances within the Incorporated Synod of the Diocese of Toronto. It lists the Finance Department as the primary contact for issues regarding parish support, the Consolidated Trust Fund, Cemetery Fund, insurance, investments and banking. It also provides specific contacts within the Finance Department as well as at CIBC and the Canada Revenue Agency for issues like GST/HST returns, gifts of securities, payroll, allotments and more. Parishioners are directed to the Finance Department website or individual contacts for assistance on a variety of financial matters.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Parish Finances

    Where to Find Information? Who to call?


    Name Contact Info Reason
    Incorporated Synod of the Finance Department Parish Support
    Diocese 416-363-6021 – Financial well-being of parishes,
    135 Adelaide Street E Consolidated Trust Fund, Cemetery
    Toronto, ON M5C 1L8 Rebecca Scott, Receptionist, ext. 210, Fund, Annual Returns, Insurance,
    rscott@toronto.anglican.ca Investments, Treasurers Information,
    Tracey Gordon, Assistant to the Director of Finance, ext. CIBC Banking Arrangement.
    216, tgordon@toronto.anglican.ca
    Afshin Mahboob, Accounts Payable & Receivable Clerk, https://www.toronto.anglican.ca/parish-
    ext. 237, amahboob@toronto.anglican.ca administration/finance/
    Keri Stilling, General Accountant, ext. 239,
    kstilling@toronto.anglican.ca
    Mustafizur Chowdhury, Senior Accountant, ext. 248,
    mchowdhury@toronto.anglican.ca
    Lilian Qian, Treasurer & Director of Finance; ext. 238,
    lqian@toronto.anglican.ca
    CIBC Sarah Decaire, 416-980-4538, sarah.decaire@cibc.com For further assistance at CIBC regarding
    our arrangement.
    Canada Revenue Agency GST/HST Returns - https://www.canada.ca/en/revenue-
    (CRA) relevant web pages: agency/services/tax/businesses/topics/gst-hst-businesses/complete-file-instructions.html
    GST66 Application for GST/HST Public Service Bodies' Rebate and GST Self-government Refund -
    https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/gst66/gst66-18e.pdf
    RC7066-SCH Provincial Schedule - GST/HST Public Service Bodies' Rebate -
    https://www.canada.ca/content/dam/cra-arc/formspubs/pbg/rc7066-sch/rc7066-sch-18e.pdf
    Receiving Gifts and Issuing Receipts of the Operating a Registered Charity -
    https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/operating-a-
    registered-charity/receiving-gifts/what-a-gift.html
    Where Do I Get https://www.toronto.anglican.ca/parish- • Annual Returns
    Information? administration/finance/ • Parish Finance Manual
    • Insurance
    • Treasurer Information
    • Investments
    Gifts of Marketable Mustafizur Chowdhury, Senior Accountant, ext. 248, To make a gift of marketable securities,
    Securities mchowdhury@toronto.anglican.ca please download a “letter of direction”
    Consolidated Trusts Fund Mustafizur Chowdhury, Senior Accountant, ext. 248, Balance enquires, withdrawals, general
    and Cemetery Fund mchowdhury@toronto.anglican.ca questions.
    management
    Parish Loan Enquiries Mustafizur Chowdhury, Senior Accountant, ext. 248, Loan enquiries, general questions.
    mchowdhury@toronto.anglican.ca
    Payroll and Stipends Keri Stilling, General Accountant, ext. 239, Clergy payroll related enquiries.
    kstilling@toronto.anglican.ca
    Parish Allotment Keri Stilling, General Accountant, ext. 239, For general questions related to monthly
    kstilling@toronto.anglican.ca allotment.
    Churchwardens’ Parochial Keri Stilling, General Accountant, ext. 239, For general questions and corrections.
    Returns (CWPR) kstilling@toronto.anglican.ca
    Tracey Gordon, Assistant to the Director of Finance, ext. For assistance with logging into the
    216, tgordon@toronto.anglican.ca online parish portal.
    Standardized Emails Tracey Gordon, Assistant to the Director of Finance, ext. For general questions and assistance
    Addresses 216, tgordon@toronto.anglican.ca with logging in.

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