Pastoral Finance · For Churches
The church board
finance toolkit.
Most church-finance sites tell you what your board should have on file, then leave you to build it. This is the whole set. The policies, the resolutions, and the forms that make them work, plain-language, on-brand, and written to fill in and record in your minutes.
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One email, all four packets, right here on this page. No waiting on an inbox.
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Housing Allowance Designation
The ready-to-adopt board resolution that makes your pastor’s housing allowance official, written to fill in, sign, and record in your minutes. The single most common thing churches get slightly wrong, and the easiest to fix.
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Accountable Reimbursement Plan
A complete packet: the board resolution, the written plan, a reimbursement request form, and a mileage log. Everything that keeps ministry reimbursements tax-free instead of quietly becoming taxable income to your pastor.
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Benevolence Fund Policy
A complete packet: the policy, the board resolution, a confidential request-and-determination form, and a disbursement log. Help people in genuine need with generosity and integrity, without creating tax problems or favoritism.
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Financial Controls Policy
The board-adopted safeguards that prevent the misconduct nearly a third of churches face, now with an offering count sheet and deposit-verification form. It protects the volunteers who handle your money from any hint of suspicion.
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Educational only. These templates are general guides, not individualized tax, legal, or financial advice. Confirm your church’s specific situation with a qualified accountant or attorney. Pastoral Finance is editorially independent from Legacy Path Advisors LLC.