Join us for a Free Webinar

Make the Most of YOUR HOUSING ALLOWANCE a Powerful Benefit

thursday, October 23 at 2:00PM EST.

The minister’s housing allowance is one of the greatest financial benefits available to clergy. Many pastors and churches struggle to make the most of it. Join this practical session to learn clear steps, common pitfalls, and next actions.

What You Will Learn

• Who qualifies and how to document it 

• How to set a proper board designation 

• The three limits that cap the exclusion 

• What expenses count and what to exclude 

• How parsonage, rent, and mortgage differ 

• Year-end reconciliation and recordkeeping 

Who Should Attend

• Senior and associate pastors, bivocational ministers, and retired ministers 

• Church treasurers, administrators, business managers, and board members 

• Anyone who wants a simple, step-by-step way to apply the allowance with confidence 

Your Presenters

- Jim O’Bold (Host) – Guides the conversation and Q&A 

- Dr. Jerry Fox, CFP® (Director of Financial Planning) – Financial planning perspective with pastoral care 

- Nate Bowers, MBA (Director of Financial Education) – Clear steps and how-to guidance 

- Rev. David Boots (Senior Leader) – Practical church administration insights   

Send Your Questions Ahead of Time

We want this session to be as helpful as possible. Submit your questions before the webinar, and our team will work them into the conversation.

By the time you complete our webinar, you will hear from experts, gain insights on the Financial Roadmap process and leave with clear action steps.