Partnering with ministry organizations to support clergy and churches
Clergy Financial Resources partners with foundations, conferences, denominations and other ministry organizations to give their clergy and churches access to trusted, clergy-focused help with taxes, payroll, health reimbursement arrangements (HRAs) and HR.
Every partnership is built around the partner’s goals, so the services, eligibility and terms vary from program to program. Some partners sponsor Pro Advisor Support sessions for their clergy and staff; others may choose a different mix of CFR services.
How a partnership works
- 1Start a conversationTell us about the clergy, churches and staff you serve and what they need most.
- 2Design the programTogether we decide which services are included, who is eligible, what the partner sponsors and how long the program runs.
- 3LaunchYour members get a dedicated program page and scheduling link, so their sessions are recorded under your partnership.
- 4Renew or adjustPrograms run for a set term and can be renewed or changed when the term ends.
Why partner with CFR
Clergy tax, church payroll and HR are our specialty, not a side line.
Enrolled Agents and CPAs who work with clergy tax law and church payroll every day.
Your members get one place to learn about the program and book their sessions.
Your organization receives a single invoice for the services it sponsors.
What your members and your organization get
What your members get
- Sponsored sessions with clergy-focused advisors
- Answers specific to clergy tax and church payroll
- Easy online scheduling, with no purchasing or approval steps
What your organization gets
- One monthly invoice with session detail
- Pay only for the sponsored services your members use
- A program page on clergyfinancial.com to share with members
What a partnership can include
Services vary between partnerships. A program may include one or more of the following:
- Sponsored Pro Advisor SupportOne-on-one sessions for tax, payroll, HRA and HR questions
- Clergy taxTax preparation and planning for ministers
- Church payrollPayroll, tax filings and W-2s for clergy and staff
- W-2 and 1099 filingFor churches not on CFR payroll
- Church bookkeepingBill pay, reconciliations and financial reports
- Health reimbursement arrangementsQSEHRA and the CHOICE Arrangement (formerly ICHRA)
- HR supportPolicies, employee handbooks and compliance
- Employee benefit plansSection 125, health FSA, dependent care and education plans
- Tax forms and worksheetsComplimentary resources for ministers and churches
Organizations that serve clergy and churches
- Foundations
- Conferences and judicatories
- Denominations
- Church associations and networks
- Other ministry organizations
Interested in a partnership for your organization?
Tell us about your organization and the clergy and churches you serve. A member of our team will contact you to talk through options for a program that fits.
Prefer to talk? Call (888) 421-0101 or email clientservices@clergyfinancial.com.
Common questions
Do services differ between partnerships?
My organization is a partner. How do I use the benefit?
What does a partnership cost our organization?
Can members use other CFR services?
Is there a minimum commitment?
How is our organization billed?
Will our members’ information stay confidential?
Questions? We’re here to help.
Our team is available Monday–Friday, 8:30 AM–5:00 PM Central.
- Phone
- (888) 421-0101
Become a partner
Tell us about your organization. A member of our team will contact you to talk through partnership options.
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