I always thought of The Will as supreme. Whatever The Will says goes. Maybe that’s why it has been so intimidating to create one. Meanwhile, beneficiaries are super easy to setup so they must be the underdog. Is this true?
Beneficiaries vs the Will
Category: 10-Minute Treasurer
Using your EAP to setup your Will for FREE
For United Methodist pastors, I’ll show how to quickly and easily setup your Will for FREE! I also tell you why this is important to your church as well.
Klingbeil Grants: How they work
The Dakotas United Methodist Foundation is offering Klingbeil Grants for new accounts. I love this program as it helps churches make the giant leap from the security of a CD to prosperity of investing. While it is only available to Dakotas UMC churches, it’s worth sharing this with your own denominational foundation (Thrivent, WIF, TMF, etc.) to see if they offer a similar program.
My Favorite Books over the Last 12 Months
I go through a lot of books in a year. It’s kind of like a literary smorgasbord. On one end you have the stuff that I’m almost embarrassed to admit I consumed. At the other end is the prime rib of reading that I gladly recommend. Here’s what I’ve bee reading and my top 5 recommendations:
Receiving Donations for a Specific Individual
From time to time, donors will want to funnel a gift through the church to help a specific individual. There is a right and wrong way to do this if you want to avoid the wrath of the IRS. This post will guide you.
Using Math to overcome our Fear of Taxes
If you’re normal, you’re afraid of the IRS. But fear of the IRS is not a good reason to ignore the math and turning down a taxable benefit. In this post, I share a quick way for pastors to gauge the taxes of a benefit.
Documenting Church Expenses
The other day I had a church call me up asking about how the pastor should be submitting mileage for reimbursement. That got me thinking…why have I not shared my mileage log and expense voucher templates? Well, here they are as well as my thoughts on documenting expenses.
