Church Financial Health and Stewardship Plan · Eagles Nest
Church Financial Health and Stewardship Plan
M3 Money — principal deliverable
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Church Financial Health and Stewardship Plan — Eagles Nest
M3 Money · Foundation pillar. Illustrative example of the approved principal deliverable, prepared for leadership review, Quarter ending December 2026.
Church
Eagles Nest (Atlanta, GA)
Module
M3 Money
Leadership time
About 8 hours of leadership time
Owner
Finance Director
Coach
Pastor Lee Jenkins
Approval state
Coach review
Why this deliverable matters
M3 Money exists to strengthen the way a church sees, stewards and speaks about the financial resources God has entrusted to it. Too many congregations operate with financial information scattered across a treasurer's notebook, a bank app and a bookkeeper's memory, which means decisions get made on instinct instead of evidence. This module builds financial visibility first, so that leaders can trust the numbers before they act on them, and then moves into giving health, budgeting, cash flow, internal controls and reserves so that stewardship becomes a discipline the whole leadership team practices together rather than a burden carried by one volunteer.
By the end of this module, leadership will have produced a Church Financial Health and Stewardship Plan that pulls these threads into one working document: a scorecard that shows where the church stands today, a three-year trend review that shows the direction of travel, a budget and cash-flow plan that translates ministry priorities into dollars, a giving analysis that protects donor confidentiality while surfacing real patterns, control recommendations that reduce risk without implying wrongdoing, a reserves policy that prepares the church for the unexpected, a named list of financial risks, and a 90-day action plan that turns insight into ownership. This is long-term sustainability work, not a one-time audit.
What leadership will have completed
Leadership will have reviewed current financial reporting, giving patterns, budget performance and cash position; approved a reserves policy and a set of control improvements; and adopted a Church Financial Health and Stewardship Plan with a 90-day action plan assigning named owners and dates.
Nine M curriculum version 1.0 · version 1.0 · status Pastor Lee Review. Synthetic example content — replace each section with your church's approved language.