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The Form Gallery, Issue #067 - "Using Forms for Church Budget Preparation"
November 11, 2013

Using Forms for Church Budget Preparation

Happy Veteran's Day! I want to take a moment to honor our veterans and thank each and every one of you for the great service you have done for our country so that we can enjoy our freedom here in America. May God Richly Bless Each and Every One of You!

I have some Church Budget Process Forms and tips on how to use them for your own budget below. Also, a great article from on "How to Create a Church Budget" along with free church accounting spreadsheets with a church budget worksheet attached. Check out the Thanksgiving Games also below.

Shepherdbase - Are you finding yourself overwhelmed in the office? Shepherdbase will save you a lot of time in your church office. Shepherdbase - Church Membership Database will track memberships (unlimited), contributions, attendance and much more On Sale Right Now Through November 30, 2013 for ONLY $29.99 so Hurry & Enjoy these Savings!


Using Forms for Church Budget Preparation
How to Create a Church Budget
Thanksgiving Games New Web Pages with New Forms
Shepherdbase (Church Membership Database) Special
FCF (Free Church Forms) CD
Church Office Package – Special Limited Offer
Free eBook - ”Top 10 Tips on How to Organize Your Office” Table of Contents

Using Forms for Church Budget Preparation

Using forms for your Church Budget preparation is very important for accuracy and organization and in turn will save your church staff who are preparing the budget their precious time. One of the first things the church should do before preparing and planning the Church Budget is to pray for God's leadership as your group starts this process for the coming year. You should define the work your ministry group will contribute to the church mission statement. Develop strategies that will enable your organization to meet the needs and objectives of their mission. The forms I will be discussing here are available below to use for free along with instructions.

To accomplish the Church Budget with these goals in mind you will need forms to begin the process. You can start out with a Budget Workshop form that asks questions on the Vision Statement such as "What is the purpose of your organization in light of the church's mission?"

This form will go on to address your objectives, action plans to help you with objectives, budget request (by action plan), deadine for the return of the budget requests along with the Planning Group's Name and the Chairperson's Name working on the Church Budget.

The last form would be the Proposed Budget Form which includes: Organization, Original Request, Negotiated Request, and Final Allocation. While working on the Church Budget it will be necessary to keep track of the changes to the budgets of various organizations. This form provides a simple and easy method of listing changes to various budget requests.

Once the Church Budget is approved and the new fiscal year begins, it is imperative that accurate and precise bookkeeping be performed to provide quick feedback to the financial or stewardship functions of the church.

There is a two page Budget Request Form below that is to be completed by departmental and ministry leaders on an annual basis to request funding on the Church Budget. This form would need to be filled out and turned in to the church office no later than November 22nd each year to give ample time to include in these Church Budget workshops. There are lots of forms to use including some more below that will help ensure a healthy Church Budget for your church.

There are more free budget forms such as "How to Plan an Annual Church Budget with 2 Page Church Annual Budget Worksheets, Mission Budgeting Request Form and Vacation Bible School Budget Ideas and Worksheet to download and print - just click link below.

Click Here to download the free Church Budget Process and Forms.

How to Create a Church Budget

Creating a Church Budget can be more than challenging and is an action plan for the ministry therefore being a very important part of your church's overall financial health and future. is a website that I refer to all the time because of the priceless information you can receive to keep your church in compliance with the law, and not to mention the awesome free church accounting spreadsheets that you can have absolutely free.

Click the link below for some key points in setting up a budget for your church.

Click Here for the Key Points in Setting up a Church Budget.

Click Here for the Free Church Accounting Spreadsheets that includes "Budget and Year-To-Date Actuals" for your Church Budget.

Thanksgiving Games

Do you need some Thanksgiving ideas for your Sunday School class or even your children at home on this holiday? If yes, then you need to click on the link below and download these fun Thanksgiving Games. There is also a link below for many more Thanksgiving Activities you can download and print for your church activities this holiday.

Your children will never forget this great holiday because of the fun they will have playing these games. Keep reminding them also that Thanksgiving is a holiday that we give Thanks to God for all the blessings in our lives and for keeping us and our families each and every day.

Click Here for the Free Thanksgiving Games to download and print.

Click Here for the Free Thanksgiving Activities to download and print. New Web Pages with New Forms

I will be continually adding new don't miss an issue!

Shepherdbase (Church Membership Database) Special Through November 30th

Shepherdbase (Church Membership Database) is On Sale Right Now Through November 30, 2013 for ONLY $29.99. You will also receive 2 Offering Envelope Templates and Offering Count Sheet free as a Bonus for purchasing Shepherdbase! Hurry and Enjoy these Savings!

Shepherdbase (church membership database) will:
  • Track member's information along with a place for member's picture and automates First Time Visitor Letters for new members
  • Track member's contributions and automates Annual Contribution Letters at the end of the year
  • Filter church member's information with the click of a button
  • Track Church Attendance and automates Attendance Report

Shepherdbase is a very simple and user friendly database, but very powerful.

If you purchased Shepherdbase before Sept. 2011 and would like to receive the latest new updated version of "Shepherdbase" free of charge contact me.

FCF (Free Church Forms) CD

This great CD has all the free church forms, certificates, brochures, flyers...(600+) on along with 4 Bonuses as a Thank You for purchasing the CD all for one special price of $13.99 plus shipping and handling ($7.00 in the U.S. or $27.00 outside the U.S.).

The FCF CD includes:

  • Free church forms, certificates, flyers...(600+ forms each in PDF and Microsoft Office Word format - some in Excel). Also continually updated to include the latest forms created.

  • Table of Contents that includes folders/subfolders named the page in which they were generated and the name of the files under the folders.

  • Bonus#1 - Church Offering Envelope Templates#2 (short and long) are included in the CD.
  • Bonus#2 - Expense Report in MS Excel format that will automatically calculate expenses.
  • Bonus#3 - Beautiful 12 Month Photo Auto-Year Calendar in Microsoft Office Excel format that you can easily automate any year you want with the click of a button and change any of the photos very easily on any month you choose.
  • Bonus#4 -eBook - "Top Ten Tips on How to Organize Your Office".
Click here to purchase the Free Church Forms CD.

Church Office Package – Special Limited Offer!

The Church Office Package includes Shepherdbase - Church Membership Database and the FCF (Free Church Forms) CD along with all the Free Bonuses for only $40.99 plus shipping and handling ($7.00 in U.S. or $27.00 outside the U.S.)! Hurry and Enjoy these Savings!

Click here to purchase the Church Office Package Deal

Free eBook - ”Top Ten Tips on How to Organize Your Office”

This awesome eBook is free to my newsletter subscribers as a special "Thank You" for subscribing to my newsletter. I have worked in several different secretarial areas with different jobs and I have learned the hard way how to organize more than one office. Take advantage of these tips in this free eBook and they will help get your office organized. Just click on the link below to download your free copy today.

"Top Ten Tips on How to Organize Your Office" Table of Contents

The Table of Contents is available here. You will now have access to all of the free church forms...listed in alphabetical order. I update it with new church I create them. I have them in categories so that you can just click on the form you want and it will lead you to that page. Just click on the link below for the free FCF Table of Contents. Enjoy! :) Table of Contents

If you have any questions, you can easily contact me through my email: or reply to this newsletter. I will get back promptly with any questions you might have.

Have a Blessed Veteran's Day!

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