Click here to download the 2008 Ohio District - LCMS Travel Expense Report and Instructions.

To download the Travel Expense Report as an Excel spreadsheet, click here. This version of the form can be completed using Excel and will automatically calculate totals.

12 Step Process to a Successful Building Project

The ODLCEF has developed a 12-step process that is a helpful guide to congregations, schools and other district organizations interested in a building or renovation project.  Following the guide and making use of the resources available from the ODLCEF will make the difficult task of building go smoother.

This form provides indispensable information for you, your financial planner, and your heirs. This form should be reviewed once per year or whenever there are significant changes. 

Net Worth is, simply, the difference between what you own and what you owe. It is also known as a Balance Sheet. The Net Worth can be determined by subtracting the liabilities (what you owe) from the assets (what you own).

This worksheet provides information about where your money comes from and where it goes. The expense portion lumps many categories together on purpose - to help you determine categories of spending.

The budget is one of the most misunderstood documents. It is usually thought of as restrictive, but it should be seen simply as a tool. It's how money is handled, and how decisions are made, on a monthly basis. A budget helps ensure that your spending is in line with your pre-determined priorities. It is also flexible and should adapt to your changing situation.

The Retirement Cash Flow Projection worksheet is a method to consider what your income and expenses will be before and after retirement. Even if you are young and retirement is a long way off, you should complete this worksheet periodically (perhaps every 5 years). As retirement nears (probably at least 10 years before the date) the frequency should increase so that within 5 years of retirement it will be completed on an annual basis (even more often in the last year before retirement). Any time you complete it, use current dollar amounts (don’t try to project inflation, etc.). As you complete it over time the figures will naturally adjust with your lifestyle.

This is a tool that can be used as you develop a Personnel Manaul for your congregation and/or school. The Word document can be downloaded and customized to fit your specific situation.

A brochure designed for ordained and commissioned Ministers of The Lutheran Church - Missouri Synod covering topics relating to clergy taxes.

This is a GREAT resource for Congregational Treasurers and, in the first six chapters, covers topics pertinent to professional church workers.

This resource is updated once a year and mailed to all Congregational Treasurers on CD in the fall of the year.