Pastor's Financial Toolkit

The premier church and pastor financial resource.

The Toolkit

Speaking Events

Coaching & Additional Solutions

Financial Coaching for Pastors

Guidance for pastors (and staff) on retirement planning (can I retire?), debt reduction, maximizing housing allowances, college savings, etc.

Pastoral Housing Solutions

Creating & funding housing options for pastors, including down payment assistance, equity sharing, below-market rent & ADU.

Creating a Church Investment Policy

Advising on when and how to invest safely in money markets, CDs, stocks & bonds.

Accepting Stock & Crypto Donations

Using tech solutions to make stock & crypto donations easy & accessible.

Generosity Coaching

Strategies to stay meaningfully connected to top givers in an authentic way.
Hint: Sow these seeds well before a capital campaign!

Capital Campaign Coaching

Providing strategic guidance for an impactful campaign to accelerate your church’s goals.

To Get Started With

the Toolkit

Host a Journey of Generosity Event

Estate Planning Seminar

Financial Wisdom Workshop

Financial Wisdom Workshop

A 90-min workshop packed with practical financial strategies (“Dave Ramsey lite”) to help everyone live more wisely/generously. This educational workshop is a very easy way for people to invite their friends to a relevant topic

Host a Journey of Generosity (JOG) Event

Facilitate a weekend retreat with inspiring videos on God’s heart for generosity, creating a generous culture for your church.

Estate Planning Seminar

Providing church members options to make a lasting impact through their will/estate plan.