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UNLEASH 2010: Breakout Session 2

new-spring-church Breakout Session 2

Giving…Budgeting…Spending

Paul Marshall & Joe Sangl

Giving:

0-1,000 People –

  • Established Accurate (Excellent) record-keeping (Used Simple Access Database)
    (Without accurate record keeping, you have a mess!)
  • 1st Time Giving Letter (No matter how much given)
  • Let God be in the equation
  • Build margin, early & often!

1,000 – 5,000 people –

  • Moved to FellowshipOne (Helps track Ministry & Giving)
  • Did 1st Capital Campaign (3 year pledge)
  • Educating people about finances (FPU) – The church decided to take on the responsibility to teach the people about finances.

5,000+ people –

  • Did 2nd Capital Campaign (3year pledge)
  • Class – “Financial Learning Experience”
    *Common sense is uncommon
  • Group Study: “I was broke. Now I’m Not.”
  • Started looking at tithing/offering as a “Worship Experience”
    (52 Weeks – 52 Different Ways to focus)

Budgeting

0-1,000 people –

  • Commitment to pay staff well from the start
  • Benefits to staff employees from the start (100% of employee. 50% of dependents)
  • Lead Team: Monthly review of finances
  • Budget for a year
  • Let God be in the Equation

1,000-5,000 people –

  • ACS for Accounting (Linear System)
  • Retirement plan w/ matching funds
  • POs

5,000+ people –

  • 3rd party salary survey for senior pastor
  • Annual budgeting with approvals by SMT

Spending

0-1,000 people –

  • Accurate record keeping of expenditures
  • Pastor NEVER signs (signed) checks
  • 2 Signatures required on all checks, with a signing limit (only a handful of signers 3-4, 2 signatures required)
  • Farmed out Payroll
  • Let God be in the Equation

1,000-5,000 people –

  • Annual review by 3rd party (CPA)
  • Brought payroll back in-house
  • Purchased Land

5,000+ people –

  • Changed to new PO system
  • Sage MIP Accounting System (Segment Based)
  • Microix
  • True 3rd Party Audit
  • Project next years budget from last 6 months income
  • Watch cash flow
  • Provide a wish list if God gives a special gift to the church (this is separate from budget)
  • Individual ministry budgets: Breakout with current years expenses (money spent), column to list suggested next years budget with an additional column to list reasons why it is being suggested.
  • No fundraisers. People give to a vision before they give to a need. Every Sunday is a Big Event, that helps cast vision.