Church Financial Management Template

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Manage your church's finances with confidence and clarity using this comprehensive template. The Church Financial Management template helps Lead Elders track and prioritize financial tasks, ensuring responsible stewardship of church resources.

From developing annual budgets to conducting financial audits and managing payroll, this template provides a clear roadmap to maintain and optimize your church's financial health.

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Church Financial Management for Priority Matrix

Church Financial Management in Priority Matrix

Ensure responsible stewardship of church resources with effective financial management.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Develop Annual Budget - due in 1 week
    ☐ Estimate income ☐ Estimate expenses ☐ Adjust budget as necessary
  • Task 6: Manage Payroll - due in 1 week
    ☐ Calculate employee hours ☐ Submit payroll ☐ Record payroll in financial software
  • Task 2: Review Monthly Financial Statements - due in 2 weeks
    ☐ Review income statement ☐ Review balance sheet ☐ Review cash flow statement

High Impact, Not Urgent

  • Task 3: Conduct Annual Financial Audit - due in 1 month
    ☐ Prepare financial documents ☐ Coordinate with auditor ☐ Review audit results
  • Task 8: Plan Fundraising Events - due in 2 months
    ☐ Brainstorm fundraising ideas ☐ Plan event logistics ☐ Promote event
  • Task 9: Apply for Grants - due in 4 months
    ☐ Research grant opportunities ☐ Write grant proposals ☐ Submit grant applications
  • Task 10: Manage Investments - due in 6 months
    ☐ Review investment portfolio ☐ Consult with financial advisor ☐ Make necessary changes to investments

Low Impact, Urgent

  • Task 4: Track Weekly Offerings - due in 1 day
    ☐ Count offerings ☐ Record offerings in financial software
  • Task 5: Pay Monthly Bills - due in 2 days
    ☐ Review bills ☐ Submit payments ☐ Record payments in financial software

Low Impact, Not Urgent

  • Task 7: Update Financial Policies - due in 3 months
    ☐ Review current policies ☐ Research best practices ☐ Update policies as necessary