Excess (individual) Missionary Funds

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
nickeyring
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Excess (individual) Missionary Funds

Postby nickeyring » Mon Jun 19, 2017 6:33 pm

If there is an occasion where the family has contributed more than than has been charged to their missionary's account (i.e. missionary is released early), what is the best practice to clear off the excess? Can the family influence this decision?

russellhltn
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Re: Excess (individual) Missionary Funds

Postby russellhltn » Mon Jun 19, 2017 6:48 pm

This is a sticky situation, and a big reason why the family shouldn't get too far ahead. According to the Handbook (Handbook 1:14.4.9), the amount is not to be refunded. It can be applied to another missionary, sent to the stake to share with other wards, or sent to CHQ. (See 14.4.3).

There has been suggestions that the donation be re-classified as tithing, but I'm not sure how kosher that is.
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lajackson
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Re: Excess (individual) Missionary Funds

Postby lajackson » Mon Jun 19, 2017 8:41 pm

russellhltn wrote:There has been suggestions that the donation be re-classified as tithing, but I'm not sure how kosher that is.

In November 2010, it was reported that LUS said reclassifying a donation from ward missionary fund to tithing or fast offering was acceptable. I do not know if this is still the policy, but I see no reason why it would not be, and a clerk could certainly check with Local Unit Support to see if this is still the case.

mmaynor
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Re: Excess (individual) Missionary Funds

Postby mmaynor » Sun Jun 25, 2017 11:36 am

Sometimes the parents of the missionary don't know they are "ahead." sometimes other family and friends will contribute. In these cases we tell the parents that they can apply it to one of the other missionaries in the ward or that we can transfer that into the general ward mission fund. From there we can apply those funds to families who might be struggling and my Bishop wants to help them out.

chad.stewart
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Re: Excess (individual) Missionary Funds

Postby chad.stewart » Sun Jul 16, 2017 12:45 pm

(Handbook 1:4.6.1): [quote removed - donations are not refundable.]

Don't prepay. Finance clerks should keep the Bishop updated on missionaries' account balances so he can keep the family updated.
Last edited by russellhltn on Sun Jul 16, 2017 1:09 pm, edited 1 time in total.
Reason: Remove quote of Handbook 1


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