Church Finance Insights

Alex Cook from Wealth With Purpose

In this edition of Church Finance Insights, we are delighted to introduce Alex Cook from Wealth With Purpose. In our interview with Alex we touch on:

– 7 things – Alex shares these key insights for pastors in their personal finances.

– Where Alex has seen a pastor’s financial situation improve over time through some simple consistent changes?

– What might be a good next step for those feeling weight, grief or regret in these areas?

Kim Payne – Partner Consultant at Xero

In this edition of Church Finance Insights, we are delighted to introduce Kim Payne – Partner Consultant at Xero. In our interview with Kim we touch on:

  • What we mean when we talk about a business (or church) expense
  • What is the Xero expense module?
  • How this module can benefit teams with both staff and volunteers claiming expenses
  • What are some of the configurable parts of this?
  • A quick look at the Xero Expenses mobile app
  • How expenses get reimbursed

·       First steps to set up Xero Expenses
.       Kim’s experience using Xero Expenses in a real life not-for-profit

Jae Yang – Principal of Charitas Law

In this edition of Church Finance Insights, we are delighted to introduce Jae Yang – Principal of Charitas Law. In our interview with Jae, we touch on:

·       What is meant by “tax deductibility”?

·       What is meant by “DGR”?

·       What are the most common DGR’s that church’s look for?

·       What are some other DGR that churches may not be aware of?

·      What is the basic process for a church to explore getting some DGR status?

Samantha Jensen – Director of Virtual Church Assist

Introducing Samantha Jensen – Director of Virtual Church Assist. In our interview with Samantha we touch on:

• What motivated Samantha to start Virtual Church Assist

• What are some of the biggest areas of time pressure for pastors?

• When someone is overwhelmed, what are some first steps to regaining some balance?

• A story of where Samantha has seen these kinds of steps really have an impact for a pastor

• Personal insights – what helps Samantha manage time in her own busy life?

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