Forms & Templates
The Power of Structured Templates
Enhancing Church Administration
In the realm of church administration, having access to well-structured templates and forms is crucial. These resources not only save time but also ensure consistency and accuracy in managing church operations. From policy documents to financial tracking, our templates are crafted to support the diverse needs of church leaders, enabling them to focus more on ministry and less on paperwork.
Sample Forms and Templates
Sample Church Budget
Not sure where to start when creating a church budget? Here is a template that will help you get started.
Sample Bank Reconciliation
Reconciling the church’s bank account can be a daunting task, but our template will give you a great visual of the pieces needed to accomplish this monthly task.
Mileage Log
This sample worksheet can be used to track mileage for business purposes. It includes components that will ensure reimbursements comply with IRS requirements. Source: IRS Publication 463, Travel, Entertainment, Gift, and Car Expenses
Expense Report
The IRS does not have a specific form that is required when reporting business expenses. However, this worksheet contains the required items needed to ensure the reimbursement complies with the IRS requirements. Source: IRS Publication 463, Travel, Entertainment,…
Sample Housing Allowance Declaration for a Minister
This worksheet can be used to help identify the different types of expenses and calculate the total annual housing allowance.
Sample Housing Allowance Notification Letter
This sample document can be used by a church board to indicate the amount approved for a minister’s housing allowance.
Listing of Eligible Ministerial Housing Allowance Expenses
Generally, any expense incurred to provide or maintain the home can be used as a housing allowance expense. Here’s a list that will help you identify those costs. File Downloads Listing of Eligible Ministerial Housing Allowance Expenses
Sample Chart of Accounts
A chart of accounts is a list of all the external and internal accounts that a church has in the accounting software. These include bank accounts, investment accounts, loans, as well as office expenses, missions giving income, etc. All of the major financial reports…
Conflict of Interest Policy
Use these sample documents to establish your church’s policy.
Gift Acceptance Policy
Having a Gift Acceptance Policy in place allows a church to establish the types of gifts it will and will not accept. Use these sample documents to establish your church’s policy.
Sample Charitable Contribution Receipt
In order for a donor to deduct a charitable contribution on Schedule A of their income tax return, the donor must receive a written acknowledgment from the church containing important details about the contribution.
Sample Donor Acknowledgement for a Gift in Kind
In-kind gifts are contributions of goods or services, other than cash. Learn how to properly acknowledge these contributions.