01 / FORMATION
Establish the foundation.
Begin with your faith and the work you intend to carry out. Your mission, governance, and founding instruments give that work an operating foundation.
PRIVATE FAMILY MINISTRY
A Real Mission. A Structure to Carry It.
A coached ministry program. Formation, curriculum, and a team beside you as you put your faith into practice.
THE PRIVATE FAMILY MINISTRY PROGRAM
More than documents.
A program you learn to operate.
Your faith has work to do. We help you establish the structure, understand your responsibilities, and learn to direct resources toward your mission. Formation is the beginning. Curriculum, coaching, accounting support, and an ongoing relationship help you carry the work forward.
02 / CURRICULUM & COACHING
Learn to operate it.
Learn how ownership, contributions, mission spending, approvals, and records fit together. Written curriculum and practical coaching give you a reference as you make decisions.
03 / YOUR TEAM
Stay connected.
Work with your strategist and accounting team as your ministry becomes active. Bring questions, review the records, and build a rhythm you can sustain.
01 / FORMATION & GOVERNANCE
Form the ministry.
Learn to operate it.
We build the founding instruments around your ministry’s mission, governance, and circumstances. Then we coach you through execution, banking, recordkeeping, and the first operating decisions.
WHAT YOU RECEIVE
09FOUNDING INSTRUMENTSThe formation foundation.
Nine founding instruments organized for execution:
- Articles of Association
- Charter and Bylaws
- Certification of Execution
- Ecclesiastical Affidavit
- Formation Resolution
- Doctrinal Statement and Confession of Faith
- First Worship and Activation Minutes
- Bank Authorization Resolution
- Applicable compliance status declaration
Your ministry name, mission, governance, and execution details are populated in the package for review and signing.
THE OPERATING PACKAGE
22SUPPORTING DOCUMENTSThe tools behind the work.
Twenty-two supporting documents for the decisions, records, and conversations that follow formation.
- EIN and W-9 completion guides; a Banker Fact Card
- Distribution and gift acceptance policies
- Membership records; meeting and trustee resolution templates
- Donation receipts and engagement documentation
- Hardship requests and conflict-of-interest attestations
- Records retention tools and church-character review
The package also includes banking conversation guidance, service-provider information, applicable housing and corporate contribution documentation, and an inventory of the delivered materials.
The team explains when each document applies.
02 / THE SIX MISSION BUCKETS
Every dollar gets a
documented purpose.
Learn how to title assets appropriately, direct funds toward the six mission buckets, and document their use. Ownership and transfers are reviewed with the appropriate professionals; spending follows the ministry’s qualifying work.
01
Religious and Spiritual.
Worship and the spiritual work named in your charter.
02
Educational.
Faith-based teaching, religious education, and homeschool-community activities that serve the ministry’s qualifying mission.
03
Wellness, Counseling, and Healing.
A mission for healers and caregivers: faith-based care, counseling, and service carried out within applicable professional requirements.
04
Charitable Works and Outreach.
Outreach and documented charitable activities.
05
Family Welfare and Benevolence.
Benevolence carried out under a documented charitable policy.
06
Operations and Administration.
The records, decisions, and administration that sustain the work.
The lesson is mission-driven stewardship. Ministry assets and contributions support qualifying work, not private gain. Personal household spending stays separate; benevolence follows a documented charitable policy. A mission label alone does not make an expense appropriate.
THE OPERATING DISCIPLINE
Five strokes.
Every time.
Minute. Approve. Pay. Class. File.
Record the decision. Obtain approval. Document the payment. Classify the transaction. File the record.
- 01
Minute.
Record the decision.
- 02
Approve.
Obtain approval.
- 03
Pay.
Document the payment.
- 04
Class.
Classify the transaction.
- 05
File.
File the record.
03 / COACHING & ACTIVATION
A curriculum.
A team.
An ongoing relationship.
We coach you through the operating steps: formation, execution, banking, contributions, asset titling, mission spending, and recordkeeping. Written curriculum and practical scripts give you something to return to. Your strategist stays in the conversation; the accounting team helps you keep the financial record aligned with the work.
THE FIRST OPERATING STEPS
Discovery. Formation. Execution. Banking. Operation.
- 01
Discovery.
We discuss your faith, mission, family, and financial picture. If the program fits, the team prepares the instruments for review.
- 02
Formation & execution.
The team coaches execution, including the execution and notary visit.
- 03
EIN & banking.
The EIN application. The bank account conversation. We support the banking process; approval and timing depend on the institution and the facts.
- 04
First activities & records.
Your first donation receipt. Your first minutes. Your first classified expenditure.
- 05
Ongoing operation.
An established organization with its EIN, dedicated account, governing records, and documented activities. Stay engaged with the team, bring the decisions you need to work through, and continue learning as your mission develops.
WHY THE PROGRAM MATTERS
A template cannot teach you how to operate.
A template or an AI-generated answer can leave you with gaps you do not recognize. Decisions about ownership, contributions, and spending carry real consequences. Our program pairs formation with curriculum, coaching, and professional review, so you understand your responsibilities and have support as you put them into practice.
04 / QUALIFICATION & RECORDS
The mission and the
tax return must agree.
THE CHURCH & ITS OPERATIONS
Qualification follows the work.
Qualifying churches that meet §501(c)(3) requirements are automatically exempt. Section 508(c)(1)(A) removes the requirement to apply for recognition.
Church qualification depends on the organization’s actual character and operations, not its name or a declaration. Qualifying churches generally do not file Form 990.
CONTRIBUTIONS & RECORDS
Document the actual gift.
Eligible gifts to qualifying organizations may be deductible under §170. Cash gifts can fall under the 60% AGI ceiling; the applicable deduction rules, substantiation, and the 2026 floor for itemizers are reviewed with the accounting team.
Contributions are gifts to the organization for its qualifying work. They are not a way to retain personal use of donated money. Receipts and governance must reflect the actual transaction.
UNDERSTAND THE FOUNDATION
Know the authority.
Learn the responsibilities.
Your freedom to practice your faith has a legal foundation. The program helps you understand that foundation alongside the responsibility to operate a genuine ministry.
What protects the exercise of our faith?
The First Amendment protects the free exercise of religion. The Religious Freedom Restoration Act adds protections against substantial burdens imposed by the federal government, subject to its compelling-interest and least-restrictive-means test. These protections support religious practice; their application depends on the facts.
Read the Department of Justice explanationDoes a qualifying church need Form 1023?
Churches meeting §501(c)(3)’s requirements are automatically considered tax exempt. Section 508(c)(1)(A) provides the exception from the application requirements. IRS Publication 1828 explains the exemption, filing exceptions, and operating responsibilities. Qualification follows the organization’s actual character and activities.
Read IRS Publication 1828What are the church tax-examination protections?
Section 7611 establishes special procedures for church tax inquiries and examinations, including a written reasonable-belief requirement and notice procedures. The statute has limits and exceptions. It protects a process; it does not remove the responsibility to keep accurate records or meet applicable tax obligations.
Read the IRS explanation of §7611WHO THIS IS FOR
A calling to serve.
A willingness to learn.
Families already serving. People ready to build a genuine religious mission and accept the governance, records, and responsibility that come with it.
We begin with your calling, your circumstances, and the work you intend to carry out.
- Healers and caregivers. Faith-based wellness, counseling, and service rooted in a real ministry mission.
- Homeschool communities and religious educators. Teaching and shared activities that serve a qualifying religious or educational mission.
- High wage earners with a calling to serve. Intentional giving, mission-driven spending, and a team helping you maintain the records.
- Families and outreach leaders. Worship, charitable work, and benevolence supported by a disciplined operating program.
THE INVITATION
Tell us what you are called to build.
Bring your mission and your willingness to participate. We bring the formation support, curriculum, coaching, and team to help you put it into practice. Start with a discovery conversation.
REQUEST A MINISTRY CONVERSATION