As we work to complete 2019 for your church there are a few items that you’ll need to consider. Your Account Manager will be in touch with you as well to help finalize items.
Shuree, our contributions manager has sent out a few emails detailing the process of what we can provide to you as far as sending out your contribution statements that are managed through the portal.
We provide three simple options to deliver your statments.
Email: The portal can send the statements as an email attachment to your donors.
In-House Printed Delivery: You can print and distribute those statements from the portal in-house.
Done For Your Mailing: We can send the statements on your behalf to the donors. We’ll print the statement, a basic color pastor’s letter (No photos), and stuff, stamp and send to your donor. We charge $1.00/statement for this service.
Just let Shuree: firstname.lastname@example.org know if you’d like us to handle that process for you.
1099-Misc for Independent Contractors
Your account manager can provide you a list of payees who have received over $600 in non-reimbursement payments for the year so you can verify if any need a 1099. If they’ve already been identified through the portal then your Account Manager is aware, however, we’ll need an updated W-9 from each person with their information. You may download the IRS W-9 form here and please forward to your Account Manager.
Please notify us if you want us to process 1099-MISC forms on your behalf to those individuals. We charge $25/person for this service.
You can let your Account Manager know that you’d like us to process those for you.
Year End Reports
Let your Account Manager know if any year end reports that you’d like to have. We’ll be processing and delivering an Income and Expense Report, Balance Sheet and Budget Report in most cases but please let us know of anything additionally that you’d like to have.
If you’ve not already done so, please send your 2020 budget to your Account Manager. We’ll use that to update in Quickbooks and the Portal for you. If you have removed or added new line items, do us a favor and highlight those for your Account Manager.
Need help building a budget? We put together this Budget Builder Course to walk you through the process. Click here to see more about the Church Budget Builder Course.
Thanks for your continued partnership and allowing us to serve your church. If there’s ever anything we can do to make your life easier when it comes to bookkeeping and managing the finances, please let us know!