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Tithing Settlement Form Template

Streamline Your Tithing Declaration Process with Ease

Struggling to manage your congregation's tithing declarations can create unnecessary confusion. This Tithing Settlement Form Template is designed to help churches and organizations efficiently gather and track tithing contributions. With this template, you can ensure accurate record-keeping, foster transparent communication, and simplify your financial reports, all while maintaining compliance with best practices. Ready to enhance your tithing process? Give the live template a try!

Use this Template (FREE) Live Preview
Full name
Email address
Phone number
Tithing year (YYYY)
Tithing status for the year
Full-tithe payer
Part-tithe payer
Exempt
Non-tithe payer
Prefer not to say
Additional notes (optional)
Have you reviewed your donation statements for accuracy?
Yes
No
Preferred meeting format
In person
Online video
Phone call
No meeting requested
Preferred appointment date
Preferred contact method
Email
Phone call
Text message
No contact needed
I consent to receive my annual contribution statement electronically
Yes
No
Mailing address (if requesting a mailed statement) - optional
Type your full name as a signature
Date signed
I confirm the information provided is accurate to the best of my knowledge
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a tithing settlement form for an article about tithing template creation.

When to use this form

Use this form when you need to schedule year-end tithing declarations and keep records organized for your ward or branch. It helps bishops, clerks, and leaders manage many families over a short window. Members pick time slots, share contact details, and note if they prefer in-person or video. You can send reminders, prevent double-booking, and export a clean roster for the day. If someone moved or changed numbers, send them to the Church directory form to update details. New converts can complete the Church membership form before their appointment, so their records match your rolls. This simple sign-up sheet cuts back-and-forth messages and gives you a clear plan for each interview.

Must Ask Tithing Settlement Questions

  1. What is your full name and the best phone or email to reach you?

    This ensures you schedule the right person and send confirmations that are actually received. Accurate contact info also helps you follow up if something changes on the day.

  2. Which ward or unit do you belong to, and who from your household will attend?

    Knowing the unit links the appointment to the correct records and leader. Listing attendees helps you plan family time in one slot and prepare any needed documents.

  3. What dates and times work for you, and do you prefer to meet in person or online?

    Availability windows make scheduling fast and reduce back-and-forth. If you meet virtually, your process can align with the Online worship attendance form many congregations already use.

  4. Would you like to review your annual donation summary before the meeting?

    Early review surfaces questions or discrepancies while there is time to fix them. It also shortens the meeting because everyone arrives prepared.

  5. How would you like to declare your tithing status for the year?

    Standard options (full tithe, part tithe, exempt, or not a tithe payer) make the data clear and consistent. Capturing the declaration in the form saves time and supports accurate year-end reporting.

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