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Financial Well-Being

Resources for clergy and congregations

The following programs and resources are funded in part by Lilly Endowment’s grant to the Dakotas-Minnesota Area around the national initiative to address “Economic Challenges Facing our Pastoral Leaders”. The holistic approach to address these challenges includes opportunities and grants primarily focused on improving personal financial well-being, but also to strengthen church financial health and grow a culture of generosity.

EY Financial Services provides access at no charge to a financial planner if you are enrolled. Obtain access to the helpful webinar, “Navigating Finances in Turbulent Times."

Free Financial Education materials for all clergyAll clergy under appointment may obtain free financial educational materials (up to $150 value). 

Financial Ministry grants for churches: Your church may apply for a financial ministry grant to offer individuals financial education in your church and community.

Financial Counseling, in one or more virtual sessions to provide triage or urgent guidance with current financial challenges, can be arranged with financial counselor, Sarah Swantner, (trained to assist with the emotional and technical challenges of financial distress) at no charge for up to six sessions. Call Sarah Swantner, certified financial counselor and planner with Kahler Financial Group, directly at 605-343-1400, ext 113, or email her. For more information about financial counseling or connecting with a financial counselor, contact Diane Owen at 507-244-0311, or email.

NEW! Investing in Leaders: Financial Well-being Resource GrantPreviously call the Student Debt Reduction Grant, this grant has been expanded to improve the financial well-being of clergy in the Dakotas and Minnesota Conferences. The grant offers up to $5000 towards education debt reduction and connects clergy to the knowledge, skills, and resources needed to achieve financial health goals.

LSS Financial Services: This nonprofit, holistic credit counseling organization provides a wide variety of financial resources and counseling at no charge.

Nonprofit Church Leadership certificate program for clergy: Clergy may apply for this year-long, online graduate certificate program designed to increase competencies in leadership. View summaries of the Applied Projects presented by the participating pastors in the 2019 cohort. Applicants will need to ask the Leadership Team of their church to fill out this Endorsement of ParticipationLearn about changes made to this program in response to COVID-19.

Seed and Save grant for clergyClergy appointed in 2019 may apply for $1,000 grant upon completion of a personal financial education course.

Church Financial Wellness Assessment Tool: Take this 10-question assessment developed by Rev. Randy Koppen. Contact him directly with questions or to learn some of his best practices in strengthening your church’s financial health!

Clergy Benefits Academy and rev it up! Scholarship funds are available to assist clergy in attending one of these two Wespath sponsored events in Denver, CO in November 2020. For information on scholarships, contact Diane Owen.

Financial Aid Programs: View a list of the many grants and financial aid programs available to Minnesota clergy.

"Money Matters" e-newsletter

To better provide you with timely and helpful resources about money matters, the "Money Matters" quarterly e-newsletter is shared with all clergy in the Dakotas and Minnesota Annual Conferences.

The purpose of the e-newsletter is to offer information about opportunities and resources that could help clergy's financial health and well-being. Some of these resources apply to only clergy, and some are financial opportunities for the local church.  View all editions of "Money Matters"


To learn more about any of the resources or grants on this page, contact Diane Owen, the DK-MN Area Lilly Grant Program Director. / (507) 244-0311

Minnesota Annual Conference of the United Methodist Church

122 West Franklin Avenue, Suite 400 Minneapolis, MN 55404

(612) 870-0058