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The Form Gallery, Issue #057 - "Five Tips on Creating a Church Budget"
January 08, 2013

Five Tips on Creating a Church Budget

Here we are already in January, and for many of us this is a very busy time of the year. I hope everyone had a wonderful and blessed holiday because now it's time to get back to work.

In this issue I have the "Five Tips on Creating a Church Budget" with Free Budget Forms, Church Emergency Action & Recovery Response Plan, Valentine Church Quotes, Church Accounting Package and the Shepherdbase Special Sale extended through end of January due to popular demand. I also have instructions to easily fix a Shepherdbase error that you can download and print.

Are you finding yourself overwhelmed? Start your New Year out right with Shepherdbase that will save you a lot of time in your church office. Shepherdbase (Church Membership Database) is on Sale Now Through January 31, 2012. Shepherdbase will track memberships (unlimited), contributions, attendance and much more On Sale Now for ONLY $29.99 so Hurry & Enjoy these Savings!


Five Tips on Creating a Church Budget
Church Accounting Package
Shepherdbase Directory Report Error Instructions New Web Pages with New Forms
Shepherdbase (Church Membership Database) Special Sale Through January 31, 2013
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

Five Tips on Creating a Church Budget

Getting a budget into place is definitely a very useful tool for your church or nonprofit organization. A budget is a very important tool in assessing the annual performance of services of your church. The hardest part of putting a budget in place for the first time is just getting started.

In this economy today, a church budget is very important. Here are five tips on "Creating a Church Budget":

  • 1. "How Do I Start Building a Budget?" - The best place to begin is start looking and see if the church has any records of previous spending. If you can find several years of records kept than this is even better. With a number of years of history, the expenses can be averaged, and also the chance of regular patterns of spending should be very easy to capture.
  • 2. Start with a One-Month Expense Time Frame - Begin with one month and see if there are any recurring expenses. They are usually the "fixed costs" of the church or organization such as salaries, utilities, regular maintenance, paper and office expenses. Generally, these expenses represent 90 percent of the church's spending.
  • 3. One-Time Expenses - The rest of the spending can be on one-time purchases such as replacing old equipment, salary increases and maintenance. Most of the time there is not enough money for these items so a spending plan that extends over several ears for new purchases and salary increases has to be taken into account.
  • 4. Create a Complete List of Accounts - If a chart of accounts already exists then each major item can be assigned a budget amount, if you do not have one it's good idea to create a complete list of accounts or spending categories and then assign a dollar amount to each item on the list.
  • 5. Periodic Review of Actual Spending vs. Budgeted Spending - Once the budgeted numbers are in place, a periodic review of actual spending vs. budgeted spending can be produced. Many times, the spending sometimes takes place faster or slower than the time frame anticipated by the budget.

    When going over the budget, compare and contrast the specific spending to a year-to-date budget. So, if the spending is a lot less than anticipated, the money might be set aside to meet with known budget amounts that might occur toward the end of the budgeted year.

A Church Budget is a very important tool for operating efficiently. It helps you keep control over expenses and provides a measuring stick to see how successfully the church is functioning.

Click Here for Free Church Budget Request Form & "How to Plan an Annual Church Budget" with 2 Page Annual Church Budget Worksheet.

Church Accounting Package

The Church Accounting Package is a combination of the Basic Accounting eBooks Package and the Contributions Package which includes:

  • Basic Church Accounting eBook provides you with a better understanding of the basic concepts of church accounting and has samples of church financial statements.
  • Fund Accounting eBook includes information on exactly what a fund is and is not and two methods for setting up QuickBooks Pro for fund accounting...
  • Contributions eBook provides you with vital information for receiving charitable contributions here in the U.S. along with IRS mandates for contributions, strict guidelines for donations, etc.
  • Housing Allowance eBook includes what exactly a clergy housing allowance is and what it is not.
  • Two MS Excel Spreadsheets includes "Tracking Housing Allowance Expenses" Spreadsheet and "Tracking Contributions" Spreadsheet.

Click Here for More Information or to purchase the Church Accounting Package.

Shepherdbase Directory Report Error Instructions

If you purchased Shepherdbase after September 2011 then you need to download these instructions below to fix the error. If you purchased Shepherdbase before September 2011 and you want the free new updated version of Shepherdbase, simply contact me.

There was an error in the Directory Report that causes problems with members having the same last name. The simple illustrated instructions below will fix this problem quickly with separate instructions for MS Access 2007 and 2010. There are also instructions on how to widen columns on the reports if needed.

Click Here to Download the Shepherdbase Directory Report Error Instructions. New Web Pages with New Forms

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

Shepherdbase (Church Membership Database) Special Sale Through January 31, 2013

Shepherdbase (church membership database) is ON SALE NOW Through January 31, 2012 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 in the past (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, flyers...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 ($6.00 in the U.S. or $20.00 outside the U.S.).

The FCF CD includes:

  • Free church forms, certificates, flyers...(500+ 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 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 ($6.00 in U.S. or $20.00 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 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

You can easily contact me through my email: I will get back promptly with any questions you might have.

May God Bless Your New Year!

Need Free Small Business Forms, Certificates, Flyers…Visit

Scared or Prepared – Planning Makes all the Difference at is where you will find Emergency Survival Kits, Emergency Food Storage, Emergency First Aid Kits & Much More.

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