Compass Initiative

View the sessions and workshops presented at the 2021 Wesley Conference, held virtually on Feb. 4-5, 2021. Covers practical and emotional aspects of personal and church finances.

The latest version of the ECFA ebooklet

The latest version of the ECFA ebooklet

A variety of resources offered by the ECFA

Free resources for pastors and church leaders for handling church finances.

Take this free online assessment from ECFA to help your board evaluate its performance.

An ECFA webinar-on-demand with Rollie Dimos, a certified fraud examiner and certified internal auditor, helping churches reduce the risk of fraud and increase financial accountability.

A tool for utilizing NAE's Financial Health resources throughout the year to increase church generosity

Find 37 Best Practices and 150 online resources to help any size church grow in generosity.

A 5-minute Self-Assessment Checkup: Find out your church's financial health score and the areas where you can improve. Available in Spanish, French, Portuguese, Korean and more. (5 minutes)

Over 50 creative ways to show God's love for your pastor. (1 hour)

A free 90 minute webinar to make sure you've got your nonprofit QuickBooks set up correctly and to increase your knowledge and competency (1:32:14)

Packed with guidelines, tools, worksheets, and biblically sound strategies, this book presents a 360-degree approach to local church finances for congregations of all sizes. (6.5 hours)

A free 90 minute webinar that introduces you to the basics of using the desktop version of QuickBooks for your church finances (1:35:30)

P&B Memo #11 - Auto and Other Business Expense Reimbursements (10 minutes)

The form that EVERY CHURCH must submit in order to contribute to their pastor's retirement savings account.

The form that EVERY PASTOR needs to fill out in order for the church to contribute to his or her 403(b) Retirement Savings Plan.

An explanation of the relationship between the local church's payment of P&B allocations budget and the benefits the pastor receives from P&B. (15 minutes)

Take this assessment to ensure that your church is taking care of the pastor and following important legal guidelines and government regulations. (5-7 minutes)

A pdf booklet from the Evangelical Council for Financial Accountability that highlights eight areas to address when setting up a pastoral compensation package. (30 minutes)

P&B Memo #2 - IRS definitions regarding who is considered an employee vs an independent contractor. (5 minutes)

P&B Memo #13 - The Minister's Housing Allowance - An overview of the IRS regulations and reporting requirements. (10 minutes)

P&B Memo #1 - Housing for Your Pastor - Pros and Cons of both, and other tax implications. (10 minutes)

P&B Memo #7 - An overview of the many components of the pastoral compensation to be reviewed annually by the church board. (20 minutes)

The form that every PASTOR needs to fill out in order for the church to contribute to his or her 403(b) Retirement Savings Plan

The form that EVERY church board needs to fill out in order to contribute to the pastor's 403(b) retirement account

P&B Memo #4 - Strategies for Structuring Ministerial Compensation. (10 minutes)

A P&B video with everything you need to consider in structuring your pastor's compensation package (click below). (23:04)

A lending institution that provides mortgage financing to churches and ministries.

Explore how Semble can turn donors into investors while lowering monthly mortgage payments.

Brian Kluth's ebook for pastors and church leaders. (15 minutes)

A webinar by Mark Lail from the School of Stewardship (59:31)

Over 100 resources in financial/generosity teaching materials, donation administration, and funding projects/campaigns

A webinar by Mark Lail and Jim Dalton from the School of Stewardship, answering the most common charitable receipting questions. (1:01:24)

A webinar by Mark Lail from the School of Stewardship, simplifying the all-important church audit. (59:28)

P&B Memo #8 - Everything you need to know and what you need to have for your church audit. (10 minutes)

P&B Memo #10 - An explanation of an often misunderstood law. (5 minutes)

P&B Memo #5 - Minimizing Income Taxes for Church Employees. (10 minutes)

Downloadable forms and instructions, many in Spanish

P&B Memo #12 - Not everyone who may be called a "minister" in the Church would be considered a "minister" according to the tax laws. (10 minutes)

P&B Memo # 3 - An overview of many of the basic federal tax reporting issues, essential for every church treasurer. (20 minutes)