Church finance templates

Church budget template

A ready-to-use annual budget worksheet with the typical income and expense categories and percentage guidance.

Church treasurer report template

A monthly treasurer's report worksheet — income by fund, expenses by category, and closing fund balances on one board-ready page.

Church donation letter template

A year-end contribution acknowledgment letter with the exact IRS-required wording donors need to deduct gifts of $250+.

Church chart of accounts template

A starter chart of accounts numbered by type and built for fund tracking — download the CSV and read the full guide.

Tithe & offering tracker

A weekly giving spreadsheet to record offerings by fund, with a two-person count sign-off built in.

Nonprofit bylaws template

A complete set of 501(c)(3) bylaws — purpose, board, officers, conflict of interest, and the IRS dissolution clause — for churches and nonprofits.

Church bylaws template

Church-specific bylaws — a statement of faith, membership and discipline, polity, pastoral leadership, ordinances, and the IRS dissolution clause.

Nonprofit budget template

An annual nonprofit budget worksheet with revenue by source and expenses by function — program, management, and fundraising.

Nonprofit donation receipt template

An IRS-compliant single-gift donation receipt — cash or non-cash — with the required goods-or-services wording donors need.

Church treasurer job description

A ready-to-adapt job description for the volunteer treasurer — responsibilities, qualifications, term, and time commitment.

Board roles & responsibilities

A ready-to-adapt board roles document — the board's duties, the three fiduciary duties, officer roles, and a per-director agreement.

Conflict-of-interest policy

The policy the IRS asks for on Form 1023 — disclosure, recusal, annual statements, and the records to keep, in the spirit of the IRS sample.

Accountable reimbursement plan

Reimburse staff and clergy business expenses tax-free — the three IRS requirements, eligible expenses, and a board-adoption block.

Document retention policy

A record-by-record retention and destruction schedule with a litigation-hold clause — keep what you must, destroy the rest on a routine.

Gift acceptance policy

Decide which gifts to accept, review, or decline — cash and securities, real estate, in-kind, and restricted gifts — before a donor asks.

Whistleblower policy

Let staff and volunteers report financial misconduct without retaliation — reporting channel, confidentiality, and the Sarbanes-Oxley basics.

Treasurer's report

A one-page monthly treasurer's report — income and expenses vs. budget, fund balances, and cash, in a format a board can read in two minutes.

Investment policy statement

Govern how the board invests reserves and any endowment — objectives, risk, asset allocation, the spending rule, and who has authority.