25 Guides

Church How-To Guides — Step-by-Step Tutorials for Church Leaders

Practical, step-by-step guides written by experienced church administrators. Learn how to manage giving, onboard members, plan events, schedule volunteers, and communicate effectively — whether you use MosesTab or not.

Giving & Finance

Donations, budgets, online giving, and giving statements

beginner30 minutes

How to Track Church Donations Accurately

Tracking church donations is about more than bookkeeping. Accurate records build trust with your congregation, keep you compliant at tax time, and help leadership make informed financial decisions. This guide walks you through a reliable system from start to finish.

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beginner1 hour

How to Set Up Online Giving for Your Church

Online giving is no longer optional for churches — studies show that congregations offering digital giving see 32% higher overall donations. This guide walks you through selecting a platform, configuring it, and communicating the change to your congregation so adoption is smooth.

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intermediate2-3 hours

How to Create a Church Budget That Works

A good church budget is not just a spreadsheet of numbers — it is a financial reflection of your church's mission and priorities. This guide helps you build a budget that is realistic, transparent, and aligned with where your church is headed.

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beginner1-2 hours

How to Generate Giving Statements for Church Donors

Year-end giving statements are one of the most important administrative tasks in church finance. Donors need them for tax deductions, and the IRS has specific requirements. This guide helps you produce accurate, compliant statements efficiently.

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intermediate45 minutes

How to Manage Designated Funds in Your Church

Designated funds — donations given for a specific purpose like missions, building projects, or benevolence — require careful management. Mishandling them can damage donor trust and create legal issues. This guide explains how to set them up and manage them responsibly.

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beginner30 minutes

How to Set Up Recurring Donations for Your Church

Recurring donations are the backbone of financially healthy churches. They smooth out cash flow, increase total annual giving, and reduce the anxiety of unpredictable offering plates. This guide shows you how to set up and promote recurring giving effectively.

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advancedOngoing (3-6 months)

How to Plan a Church Capital Campaign

A capital campaign raises funds for a major project — a new building, renovation, or debt elimination. Unlike regular giving, it requires a focused, multi-month effort with clear goals and widespread congregational buy-in. This guide walks you through the process.

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Members & Directory

Onboarding, directories, databases, and milestones

beginner2-3 hours

How to Organize a Church Directory

A well-organized church directory helps members connect, helps leadership provide pastoral care, and helps your office run smoothly. But creating one that is accurate, up-to-date, and privacy-conscious takes intentional planning. Here is how to do it right.

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intermediate1-2 hours to plan

How to Onboard New Church Members Effectively

Research shows that people decide whether they will return to a church within the first eight minutes. But getting them through the door is only the beginning — true onboarding connects new members to community, purpose, and belonging. Here is how to build a process that turns visitors into engaged members.

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beginner30 minutes to plan

How to Follow Up with First-Time Church Visitors

Most churches lose 80% of first-time visitors simply because they never follow up — or follow up too late. The difference between a growing church and a stagnant one is often not the quality of the sermon, but the quality of the follow-up. Here is how to get it right.

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beginner30 minutes

How to Track Member Milestones in Your Church

Milestones — baptisms, birthdays, wedding anniversaries, membership anniversaries, and spiritual growth markers — are moments that matter deeply to your members. Tracking them turns routine administration into meaningful pastoral care.

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intermediate1-2 hours

How to Manage Your Church Database Effectively

Your church database is the foundation of everything — communications, pastoral care, giving, and event management all depend on accurate data. A messy database creates problems that cascade across your entire operation. Here is how to keep yours clean and useful.

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intermediate3-4 hours to design

How to Create Effective Church Membership Classes

A membership class is more than a checkbox on the path to joining — it is your church's opportunity to set expectations, share vision, and begin building genuine relationships with people who are ready to commit. Here is how to design one that people actually enjoy attending.

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Volunteers

Scheduling, recruiting, background checks, and team management

All How-To Guides

Quick access to every guide in our library.

How to Track Church Donations Accurately
Giving & Finance30 minutes
How to Set Up Online Giving for Your Church
Giving & Finance1 hour
How to Create a Church Budget That Works
Giving & Finance2-3 hours
How to Generate Giving Statements for Church Donors
Giving & Finance1-2 hours
How to Manage Designated Funds in Your Church
Giving & Finance45 minutes
How to Set Up Recurring Donations for Your Church
Giving & Finance30 minutes
How to Plan a Church Capital Campaign
Giving & FinanceOngoing (3-6 months)
How to Organize a Church Directory
Members2-3 hours
How to Onboard New Church Members Effectively
Members1-2 hours to plan
How to Follow Up with First-Time Church Visitors
Members30 minutes to plan
How to Track Member Milestones in Your Church
Members30 minutes
How to Manage Your Church Database Effectively
Members1-2 hours
How to Create Effective Church Membership Classes
Members3-4 hours to design
How to Plan Church Events That People Actually Attend
Events1-2 hours to plan
How to Manage Church Event Registration
Events30 minutes
How to Track Church Event Attendance
Events20 minutes
How to Plan Vacation Bible School (VBS)
Events3-6 months of planning
How to Schedule Church Volunteers Efficiently
Volunteers1-2 hours
How to Recruit Church Volunteers Effectively
Volunteers1 hour to plan
How to Run Background Checks for Church Volunteers
Volunteers2-3 hours to set up
How to Manage Church Volunteer Teams
Volunteers45 minutes
How to Send Church Newsletters People Actually Read
Communications1 hour per issue
How to Create Effective Church Announcements
Communications15 minutes per announcement
How to Build a Church Communication Plan
Communications2-3 hours
How to Set Up a Church Texting Service
Communications30 minutes

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