Annual Review Document:
Financial Analysis

The Annual Review Document has two sections which provide simple tools for the Planning Group to analyse the financial situation. This web page offers guidance on completing Section 2, the analysis of weekly giving patterns and the use of financial reserves in the church. Please note that each table in the spreadsheet is divided into previous and current year, to chart progress through the Giving in Grace programme.

• Previous year: If this is the first Annual Review following a Giving in Grace programme, then use the figures found in the Case Statement. Otherwise use the figures from the previous Annual Review Document.
• Current year: The figures researched from current giving patterns as described in the four steps below.

Section 2: Weekly giving and use of reserves

1. Download the Excel spreadsheet Annual Review Financial Analysis and save it to your hard disk. Click on the worksheet Giving Tables, it has two tables, one for Tax Efficient Planned Giving (TEPG) the second is for Other Planned Giving (OPG).
2. Guidance for completing the two giving tables can be found on the Weekly Giving Analysis page. If you have already downloaded the Annual Review Financial Analysis file, begin at Number 2 on the list of guidance steps and follow the instructions
3. Within the same Excel file click the worksheet, Parish Reserves. Guidance for the completion of this graph is found on the Parish Reserves page. Once again begin at Number 2 and follow the instructions.
4. When steps 2 and 3 are completed the graphs on the worksheet entitled Review Document Page will be populated automatically. Print this off in colour and insert as page two in the Annual Review Document.

A Planned Giving Profile from the Diocese of Chichester has a slightly different approach to building the giving table. The Profile exercise includes a very helpful set of questions to structure discussion and reflection on the giving statistics.