BR8. I’m a church treasurer and the offering counters are asking if they need to save the offering envelopes. Are church offering envelopes considered a record?

BR8. I’m a church treasurer and the offering counters are asking if they need to save the offering envelopes. Are church offering envelopes considered a record?


Short answer

Yes. When the offering envelopes help verify donations, they are considered a record and must be kept for six years following the end of the fiscal period for which they were issued.

Long answer

On the other hand, if the individual donations are recorded from the envelopes directly into a ledger of some type, you do not need to keep the envelopes.