How to prepare a church inventory
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Getting started with your church inventory: Tips

Print a copy of the church inventory worksheet to assist you with collecting information, or you may want to purchase a small voice recorder.

  • Church Worksheets
  • To get the inventory started, send a couple of people off in different directions with an initial inventory worksheet to begin gathering information.

  • Start a new page as you go to each room. Rooms are titled with the building, floor, and room name. Try and be comprehensive in your listing.

  • Be sure to differentiate between Building Equipment that is permanently attached to the building (like built-in bookshelves or cabinets) vs. loose personal property.

  • Review the list of categories in the inventory software and use these categories of property and solicit others that make sense to those gathering information.

  • Ask folks to include as much information on each item listed as possible. (age, replacement cost serial numbers, etc.) Ask for estimated values on everything, even if it is a wild guess.

  • If you have any pre-existing partial inventories that are fairly current and have been done for other purposes, these can be helpful.

  • All this information can then be entered into the Inventory software package.Click here to download a free 30 day trial version of our software.
  • Once that is complete print a rough draft of your inventory lists.

  • This can farmed out to a larger group including volunteers with particular knowledge or staff with access to secured areas. These people often have catalogues and other resources for setting values and correcting descriptions.

  • Ask these folks to review the items listed and add any items that were missed and have them check descriptions and values for accuracy.

  • Make any revisions in the inventory software program.

  • A complete listing can then be produced and reviewed and items of particularly high value, antiques, and fine arts marked and assigned to a photographer with a digital camera to document with photos.
  • Save a copy of your inventory on disc.
    If your church has any comments or tips which other churches could benefit from please let all of us know by completing our comment form

    On Taking Photographs

    Supplement your inventory with photos of your property. These will add further proof of ownership and add detail to descriptions. They also help document each item's condition and size.
  • Take wide angle photographs of entire rooms
  • Take individual, close up shots of expensive items and group shots of lower valued items.
  • Zoom in on labels and special features, like signatures on art work or serial numbers on appliances and electronics.
  • Date photos using the date imprint function on your camera.
  • Take an exterior photo.
  • Include pictures of other structures, rare trees or shrubs and unusual landscaping. These are not considered personal property but it could be helpful to have a record of them.
  • Develop the photos on disc, download to your inventory folder and attach photos to descriptions of items.

    When taking your photographs it may be helpful to take your worksheets along and follow the same sequence you did while entering item information. When images are placed on a disc they will be numbered, another helpful idea would be to re-name your image files by right clicking on them in your explorer and renaming them with the item description making them easier to locate.

    After you have completed your inventory:

  • Once you have completed your inventory, print your complete inventory list, including photos.
  • Make a backup copy of the inventory on CD-Rom according to the instructions that came with your software
  • Store a copy of the printed list and the Inventory CD off premises (a safe deposit box is the most secure location)
  • Be sure and update your inventory every four to six months or as needed. In the meantime, save receipts for any new items you will need to add. If you make a major purchase, update your inventory as soon as possible.
  • Remember to delete items you no longer have.

    Is your insurance what you want?

    To many people find out after a loss that they should have increased their coverage amounts or purchased replacement cost coverage. Use your inventory to help you avoid this common mistake.
    Use the inventory software to add your estimated values to find out how much it will cost to replace everything, then compare this figure with your insurance policy. This will be a good indicator of whether or not you need to increase coverage.
    Remember many insurance policies place special limits on valuable personal property, such as jewelry, silver and gold, art work, tools, special collections like stamps, coins and firearms. If you own these items check the limits in your insurance policy. If they are not high enough, you may need to purchase separate insurance. Contact your insurance agent for further information.

    How an inventory can help you.

    If disaster strikes, a property inventory will help you:
    • Provide your insurance company with a complete list of property so you can receive compensation for everything your policy covers.
    • Promptly file a complete claim that can be settled quickly and accurately.
    • Confirm adequate coverage.
    • Determine which items were stolen and identify recovered property after a burglary.
    • Provide a record of model and serial numbers for easy identification of items.

    A complete inventory contains;

    • A listing of all your items with pertinent facts
    • Receipts for your most valuable objects
    • Photographs of building and personal property.
    • Current appraised values.
    • Why use our software?
    • Computerized inventory is easy to update and store.
    • The software calculates values for you .
    • Keep track of where items are stored
    • All information is in one location
    • Print summary reports of total values by location or category.
    • If someone needs information on property print them a professional report instead of hand written notes.
    • If a loss occurs simply tag the items that were lost or damaged, and select "print claim form" The form separates property by location, totals values in each location and includes depreciation if needed.
    • Check the values in any category to be sure you have enough insurance coverage.


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