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The Church and Nonprofit Tax & Financial Guide published by Zondervan comes out each year and includes the latest tax law changes, expert advice on handling charitable gifts, and key financial policies and procedures. Check online for availability.
This sample policy gives guidelines for establishing and using a Capital Replacement Fund at a church and to assure accountability of funds used for building and equipment upgrades.
A Pre-Authorized Remittance form is provided.
Understand the Pre-Authorized Remittance (PAR) program from an administrative viewpoint.
PAR stands for Pre-Authorized Remittance. PAR is a “direct debit” program that allows people to give through an automatic monthly withdrawal from their bank account.
Give, and it shall be given unto you; good measure, pressed down, and shaken together, and running over, shall men give into your bosom. For with the same measure that ye mete withal it shall be measured to you again.
You can deduct your contributions only if you make them to a qualified organization. IRS Publication 526 discusses the organizations that qualify to receive deductible contributions.
The following example is what an IRS-compliant and member-friendly statement looks like.
This document explains how to claim a deduction for your charitable contributions. The types of organizations to which you can make deductible charitable contributions are explained in the following link,
Are you tired of writing checks? The Electronic Funds Transfer is the easiest and safest way of donating your gifts of any amount.
These offering vouchers are prepaid giving forms that can be dropped in the offering plate instead of currency.
New rules, which went into effect on January 1, 2007, specify that for any contribution of cash, check or other monetary gift, a donor must maintain the following information.
This is the Our Church Quickbooks Zip file. It is needed for the Steps to Download and Use Quickbooks file.
Follow the following steps to correctly setup the Quickbooks file.
Governance issues explain gifts received with donor restrictions. These restrictions must be applied according to the donor's wishes.
The vast majority of the gifts that a church receives can be conveniently accounted for within the context of its General Fund operations.
The Chart of Accounts show our organization's account number, description, and type.
These books will simplify the accounting process and methods involved.
Evaluating documentation and spending controls.
The Finance Team will be responsible for providing leadership and oversight of the finances of the church.
The Church Software includes recommendations for accounting software and church administration software. The recommended software packages are designed to best suit your ministry.
The Church Law and Tax Group has a wide variety of resources to provide financial, legal and administrative support for your ministry.
Gifts that are received with donor restrictions must be applied according to the donors’ wishes. Here are the key steps to manage them.
If you don’t have a written policy regarding how expenses are reimbursed, you will have a hard time enforcing accountability for reimbursable expenses.
Since ministers are not allowed to deduct church related business expenses from their local church employment as self-employed workers, often ministers and other church employees pay unnecessary income taxes on legitimate business expenses.