The Masonic Province of Yorkshire, West Riding - Charity Stewards' Guidance Notes
A number of publications are available to assist the Charity Steward in his work. They are detailed below with a summary of their content.
CHARITY STEWARDS MANUAL
A comprehensive guide to the role and responsibilities of all members of the Charity team. The manual includes guidance on the forms used in the Charity system with annotated specimens, notes on accounting procedures and information about Charity in general.
A comprehensive guide to the role and responsibilities of all members of the Charity team. The manual includes guidance on the forms used in the Charity system with annotated specimens, notes on accounting procedures and information about Charity in general.
| charity_manual_master_16_july_2018_amd_10_february_2019.docx |
CHARITY SPECIMEN FORMS
Each of the following, which are generally functioning Excel files, are downloadable.
Those marked with an asterisk may be amended for use by individual Lodges. Specimens of the other charity-related forms may be found in the Charity Stewards’ Manual.
Each of the following, which are generally functioning Excel files, are downloadable.
Those marked with an asterisk may be amended for use by individual Lodges. Specimens of the other charity-related forms may be found in the Charity Stewards’ Manual.
ANNUAL CHARITY ACCOUNTS *
This is an example of the Annual Charity Accounts which should be presented to members at a Regular Lodge Meeting each year within 3 months of the end of the accounting year.
This is an example of the Annual Charity Accounts which should be presented to members at a Regular Lodge Meeting each year within 3 months of the end of the accounting year.
| specimen-annual-charity-accounts.xls |
CASH BOOK *
This is an example of a cash book which should be kept to record all Charity transactions. It is a transparent record of all Charity payments both in and out and shows if the transaction was cash or cheque.
This is an example of a cash book which should be kept to record all Charity transactions. It is a transparent record of all Charity payments both in and out and shows if the transaction was cash or cheque.
| specimen-cash-book-april-14.xls |
DONATIONS TO CHARITY FORM *
This form is completed by the Charity Steward every time he sends donations to Province. It should show the individual’s contribution and indicate if the tax is to be reclaimed or not, and where the Brother wishes the payment to go to. A separate form is required for each Charity.
This form is completed by the Charity Steward every time he sends donations to Province. It should show the individual’s contribution and indicate if the tax is to be reclaimed or not, and where the Brother wishes the payment to go to. A separate form is required for each Charity.
| specimen-donation-to-charities-form-jan16.xls |
MEMBER'S PAYMENT RECORD *
This is an example of the payment record which should be kept for each donating Brother and which can be downloaded for use.
This is an example of the payment record which should be kept for each donating Brother and which can be downloaded for use.
| specimen-members-payment-record-16.xls |
GIFT AID FORM
Gift Aid is reclaimed by the charity from the tax you pay for the current tax year. Your address is needed to identify you as a current UK taxpayer.
Gift Aid is reclaimed by the charity from the tax you pay for the current tax year. Your address is needed to identify you as a current UK taxpayer.
| gift-aid-form-1.docx |
STANDING ORDER FORM
| standing-order-form.docx |
CHARITY STEWARDS ADDRESS
Traditionally the address has been made at the meeting before the Lodge Installation, often known as Scroll Night. But as the subject is so large, perhaps two or three addresses annually would be more appropriate. The Provincial Charity Committee does recommend that a regular item ‘To receive a report from the Charity Steward’ appears on each summons.
Charity Stewards should consider different ways of addressing their lodge members when making their charity address and these notes offer suggested topics.
Traditionally the address has been made at the meeting before the Lodge Installation, often known as Scroll Night. But as the subject is so large, perhaps two or three addresses annually would be more appropriate. The Provincial Charity Committee does recommend that a regular item ‘To receive a report from the Charity Steward’ appears on each summons.
Charity Stewards should consider different ways of addressing their lodge members when making their charity address and these notes offer suggested topics.
| charity_stewards_address_revised_181119.docx |
| charity_stewards_address_revised_181119.pdf |
PGM’S FUND - NOTES FOR GUIDANCE AND APPLICATION FORM 2018
This fund is administered by West Riding Masonic Charities Limited (WRMCL) under the personal supervision of its President, the Provincial Grand Master. The Fund was established in 1987 to enable Craft Lodges and Royal Arch Chapters to nominate Non Masonic Charitable Organisations in the Province to receive grants for the benefit of the wider community.
The notes are intended to give general advice on how to submit such an application to the Fund.
This fund is administered by West Riding Masonic Charities Limited (WRMCL) under the personal supervision of its President, the Provincial Grand Master. The Fund was established in 1987 to enable Craft Lodges and Royal Arch Chapters to nominate Non Masonic Charitable Organisations in the Province to receive grants for the benefit of the wider community.
The notes are intended to give general advice on how to submit such an application to the Fund.
| pgm_fund_guidance.pdf |
| pgm_fund_guidance.docx |
WRMCL BOOKLET - YOUR PROVINCE, YOUR CHARITY
This is a WRMCL publication but has been included in this section as its contents are relevant to the work of the Lodge Charity Steward.
This is a WRMCL publication but has been included in this section as its contents are relevant to the work of the Lodge Charity Steward.
| wrmcl_a5_4.1.pdf |
MASONIC CHARITABLE FOUNDATION - YELLOW BOOK
This booklet provides a brief summary of the work of the Masonic Charitable Foundation under the English Constitution and The Grand Lodge of Mark Master Masons’ Fund of Benevolence. These charities provide vital support, in many ways, to many people. They rely on the continuing support of Masons to identify those in need and to provide the donations that enable their work to be funded.
The booklet’s aim is to provide information for all Masons and members of their families about the charities covering:
This booklet provides a brief summary of the work of the Masonic Charitable Foundation under the English Constitution and The Grand Lodge of Mark Master Masons’ Fund of Benevolence. These charities provide vital support, in many ways, to many people. They rely on the continuing support of Masons to identify those in need and to provide the donations that enable their work to be funded.
The booklet’s aim is to provide information for all Masons and members of their families about the charities covering:
- Their overall purpose, and what they do
- What support they offer, and to whom
- How to apply for support
- Where to contact them for more information
| mcf_yellow_book.pdf |
