Transfer excess ward mission funds to headquarters

The transfer fund function in finance of LCR says that we can transfer excess ward mission funds to headquarters. Every time I try it says "Transfer must have at least one To line"

The to line I select "Transfer out of unit..." and then "Headquarters"

What am I missing?

Both the transfer page and the associated Help Center article indicate that you can send excess funds to headquarters but neither indicate how to do it. I tried 'Headquarters', 'Church Headquarters', 'Global Service Center' and none appear to be valid unit names for this purpose. I even tried looking up the unit number of the missionary department and trying it but that didn't work either.

So either it isn't actually supported or there is some specific name that has to be used that isn't obvious. Your best bet is probably to contact the global service center and see if they know or can find out.

Is it possible that only the stake is able to make that transfer? I would expect wards to send funds to the stake, and then for the stake to send them on if the stake is not currently in need of funds for missionaries in other wards or branches.

Actually, you're right. I should have read the text on the transfer page more carefully. It does say that stakes and districts can transfer to headquarters. It does not mention wards or branches in that statement.

In my experience, these funds roll up to the stake and the stake funds roll up to CHQ. The money from Ward Missionary excess funds rolled up from Wards and Stakes become General Missionary Fund monies. I'd hope that a ward/stake will use excess funds to help supplement local needs, prior to sending those funds up. I've lived in many stakes where a few ward were 'heavy' excess monies wards and that some wards struggled.

johnshaw wrote:I've lived in many stakes where a few ward were 'heavy' excess monies wards and that some wards struggled.

Our current stake president occasionally instructs bishops and clerks in wards in his stake to transfer a set amount of ward missionary funds to other wards as needed. Our ward has been the donor of the funds and the recipient of the funds on different occasions. It is a lot easier now that we can do a ward-to-ward transfer. His position allows him to see the status of all the wards in the stake and direct adjustments as appropriate.

Earlier this year our ward had excess money. The handbook says to send it to the stake, as others have mentioned. The stake said they don't need it so send it to HQ. I called HQ and they gave me the address and info to send a physical check.

As an aside, our stake has recently come back to all the wards and asked how much excess they have. The stake clerk was then going to call HQ and request that HQ transfer the amounts from the wards to HQ. So, seems there's different approaches being taken. I believe wards can't use the system to 'transfer' to the stake missionary fund. It ends up in the stake's other account, or something like that.

chriswoodut wrote:I believe wards can't use the system to 'transfer' to the stake missionary fund. It ends up in the stake's other account, or something like that.

I just tested the system and it appears funds can be transferred from a ward's Ward Missionary Fund into the stake's Ward Missionary Fund (strange name for the stake missionary account). At least it appears selecting something else besides the stake Other account is available. I didn't complete the transfer so I don't know what happens once the transaction is saved.

jdlessley wrote:

chriswoodut wrote:I believe wards can't use the system to 'transfer' to the stake missionary fund. It ends up in the stake's other account, or something like that.

I just tested the system and it appears funds can be transferred from a ward's Ward Missionary Fund into the stake's Ward Missionary Fund (strange name for the stake missionary account). At least it appears selecting something else besides the stake Other account is available. I didn't complete the transfer so I don't know what happens once the transaction is saved.

Good to know. Someone from a stake was on here complaining about a transfer from a ward and I don't remember the details. I wonder why our stake is doing it the hard way.

chriswoodut wrote:Good to know. Someone from a stake was on here complaining about a transfer from a ward and I don't remember the details. I wonder why our stake is doing it the hard way.

I believe that was a recent change. Their gripe WAS valid not that long ago.

All great discussion. I really like the changes to the transfer function in LCR. You can now transfer from sub-categories to sub-categories. I have succeeded in getting the wards to transfer all of the girls camp and other funds to the stake and now if I get a check from some where I have a hard time remembering how to do a deposit.

The one thing that has not been addressed is the ability of the stake to transfer "Ward Mission Funds" to headquarters. I have written checks in the past but the instructions say it can be transferred and but I keep getting a cryptic error. The transfer from the wards to the stake work perfectly. I have successfully transferred funds to other stakes for YSA and other joint activities. Just hoping that the code will be corrected soon so I can continue my quest to go check free.