Free Resources
Welcome to the free resource library for pastors and churches!
Our heart is to provide excellent education and tools at no cost. Please enjoy.
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Housing/Parsonage Allowance
Housing Allowance Estimator | Download Here (Excel)
Use this to build your three-legged stool: record your expenses, estimate your fair rental value, and generate board documents to make annual request updates easy.
Fair Rental Value Methodology | Read Here
Read this article for a rundown of a method you could use to determine your FRV.
The Sharpie System | Watch Here (YouTube)
Recordkeeping made easy.
The Phantom Mortgage | Read Here
How to replace equity if you live in a parsonage or are renting your home.
Pastor Refinance Calculator | Download Here (Excel)
Before you refinance your mortgage as a pastor, check the numbers.
Taxes
CPA Interview Guide | Download Here (PDF)
Five questions to vet a new tax preparer (or educate your existing one) to help ensure they truly understand clergy taxes.
Clergy Tax Estimator | Download Here (Excel)
Use this tool to estimate your tax burden as a pastor to minimize April surprises.
Payroll and Church Boards
Church Payroll Check | View Here
Eight questions that uncover the most common errors in church payroll.
Dear Church Boards | Listen Here (Spotify)
Share this podcast episode with your church treasurer, and let me make the case to them why they should take the financial health of their pastor seriously.
Retirement and Social Security
Guide for Opted-Out Pastors | Read Here
For pastors who have opted out of self-employment taxes via Form 4361, or are considering doing so. Learn how to replace the Social Security and Medicare benefits you’ve given up.
Social Security Opt-Out Decision Guide | Read Here
Before you opt out of Social Security, answer these four questions.