Why have a Financial Health Check?
A financial health check with our team can help your church uncover new opportunities for income generation and cost savings. Many parishes find that it provides valuable insights into the close relationship between generosity, giving, need, and impact. This process enables you to implement simple, practical, and effective ideas that can significantly improve income levels.
The health check involves an in-depth health check of your PCC's income and expenditure trends over a 10-year period, using Parish Returns data. The health check aims to highlight opportunities for your church to reduce spending and increase income, and to identify available resources that can support these efforts.
How to Request a Financial Health Check
If your PCC would like a member of the Stewardship team to prepare a financial health check or for more information about the process please contact the team directly by email at resourcingparishes@leeds.anglican.org or on 07376 525684 to discuss.
To help the Stewardship officer to prepare your financial health check you will be asked to complete the Financial Health Check preparation sheet below. This sheet helps to identify the financial challenges your PCC is currently facing and may face in the future.
A Financial Health Check Preparation Sheet
The Financial Health Check Process
The Stewardship Officer will deliver the findings from the prompt sheet in a PowerPoint presentation at a PCC meeting, either in person or via a scheduled Zoom meeting (if preferred). They will discuss the findings in detail with you and suggest a prioritised action plan for next steps. PCCs should allow approximately 1.5 to 2 hours for the presentation and discussion.
Following the meeting, you will receive a PDF copy of the presentation. The Stewardship team will also provide ongoing support to help you implement the suggested next steps.