Description
Who it’s for
Church treasurers, finance committees, business administrators and pastors who want a reimbursement plan that is simple to run and holds up if the IRS asks questions.
What you receive
- A 24-page fillable PDF, ready to download right after purchase
- Model plan language you can adopt as written or adapt for your church
- Appendices A–F with fill-in forms that total automatically, plus completed samples
- Bookmarks and a clickable table of contents for quick navigation
How churches use it
- Adopt the plan with the included board resolution.
- Have each employee sign the acknowledgment.
- Use the forms and monthly workflow to reimburse expenses throughout the year.
- Close out the year with the treasurer checklist.
Current for 2027
Version 2027.1 reflects current IRS rules, including the 2025 tax law changes. The IRS is expected to release the 2027 standard mileage rate in December 2026.
Questions? Our team works with churches and clergy every day. Contact us at clientservices@clergyfinancial.com or (888) 421-0101.
Refund & Return Policy
We want you to be completely satisfied with your purchase. Please review our refund and return policy below. By placing an order through our store, you agree to these terms.
Physical Products
We gladly accept returns of eligible physical products, including books, CDs, and DVDs, within 7 days of purchase for a full refund.
To qualify for a refund, items must be returned in their original condition. Once your return is received and inspected, we will process your refund promptly.
Digital Products
Due to the nature of digital content, all digital product sales are final once the product has been downloaded, accessed, or delivered.
Digital products are non-refundable because:
- Instant Access: Digital products are available immediately after purchase and cannot be physically returned.
- Permanent Delivery: Once a digital file has been downloaded or accessed, access cannot be revoked, and the product remains in the customer’s possession.
Examples of digital products include downloadable PDFs, eBooks, audio files, video content, courses, and other digital resources.
Customer Satisfaction Guarantee
Your satisfaction is important to us. If you are not completely satisfied with your digital purchase, please contact our support team. In certain situations, we may offer an alternative downloadable product of equal or lesser value as a courtesy.
Contact Us
If you have questions regarding a return, refund, or exchange, please contact our customer support team at clientservices@clergyfinancial.com or (888) 421-0101. We are happy to assist you.
Thank you for shopping with us! We appreciate your trust and look forward to serving you.
