1. Develop and implement a plan to facilitate non-cash giving in parishes who wish it, using technologies such as Square (charges % fee) and QR codes linked to charitable organisations like the PayPal Giving Fund (no fee).
    Who? Secretary-Treasurer & Director of Finance  
    When? 2024-25

  2. Finish the financial and audit clean-up.
    Who? Director of Finance    
    When? Fall 2024

  3. Complete the assessment of the Territorial Archdeacon pilot project and determine next steps.
    Who? Bishop, Secretary-Treasurer, Archdeacon Episcopal Office           
    When? 2024, for implementation Fall 2025

  4. Complete the review of the current apportionment formula and determine next steps.
    Who? Secretary-Treasurer & Diocesan Council     
    When? 2024-25

  5. Develop a policy framework for the allocation of centrally held funds (maximum percentage of interest and/or capital to allocate annually, principles around re-capitalisation, concept of “smoothing,” etc.)
    Who? Secretary Treasurer & Diocesan Council     
    When? Winter 2025

  6. Assess the principles and practices with respect to the Capital Development Fund.
    Who? Secretary-Treasurer   
    When? By Synod 2025

  7. Review non-Parish Trusts for redundancies and/or the ability to unlock resources.
    Who? Secretary-Treasurer   
    When? Winter 2025

  8. Canons and Constitution Committee to review all Canons that relate to financial resources (12, 14, 15, 22, 28, 29, 32, 35, 42).
    Who? Secretary-Treasurer   
    When? By Synod 2025

  9. Consider changes to Year-End Reporting.
    Who? Secretary-Treasurer   
    When? 2026

  10. Launch a campaign for legacy giving/estate planning.
    Who? Bishop & Lay-Leader(s) to be determined   
    When? 2025

  11. Review and revision the Bishop’s Friends with the objective of having either a Diocesan-wide event or smaller events in each archidiaconal territory annually.
    Who? Archdeacon, Episcopal Office
    When? 2024-25, with annual action

  12. Develop resources (education and support) to enable each parish to develop a year-round stewardship plan.
    Who? Bishop, Secretary-Treasurer, Archdeacon, Episcopal Office           
    When? Winter 2025, with plans in place for 2025-26

  13. Establish a task force and conduct a feasibility and planning study for a centrally supported, Diocese-wide, fundraising campaign that is scalable in different contexts (potentially focussed on the 170th Anniversary of the Diocese of Huron in 2027).
    Who? Secretary Treasurer & Task Force to be established           
    When? 2026