St Ambrose  Parish Pulse
    A Newsletter for Parish Leaders
      Diocese of the Midwest,
     Orthodox Church in America

September 2009; 2009 #4
January, 2008 - Vol 3, Issue 1
Some Past Parish Health Ministry Articles

1. Parish Financial Audit Guidelines
2. Best Practice Principles and Policies for Parish Financial Accountability
3.Clergy Compensation Policy
4. Workshops & retreats available through the Parish Health Ministry
5.How Do Visitors Expereince Your Parish -- Mystery Worshippers Provide Unvarnished Feedback
6. Toward better Parish Websites
7. Improving parish bulletin content
9. Photographing Your parish
Attitudes that Enable parishes to grow

10. Growth and decline in our parish -taking action
11. Reorganizing Parish ministries
12. Areas of diversity among growing parishes
13. Areas of commonality among growing parishes

Videos & Powerpoint Presentations
1. Orthodox Evangelization 
Intro to Orthodoxy - A Three Part Inquirers Class (Powerpoint)
2. The parish Video -Life and Vocation of an Orthodox Parish in America
3. Father Arseny Society Video --
4. The Saturday Lunch Program

Glory to Jesus Christ!
Glory Forever!
Greetings,
Welcome to the September 2009 issue of Parish Pulse.

In this issue we cover:
  • Diocesan Assembly
  • Diocesan Strategic Planning
  • Urban Summit
  • FOCUS North America
  • Low cost options for urban ministry
  • Parish takes action on urban ministry
  • What makes a solid parish youth effort
  • Parish Health grant recipients announced
  • Exploring your parish budget
  • Dealing with troubled economic times
  • Endowments: Pro & Con
Please share this publication with your fellow parishioners and encourage them to subscribe. Better yet send lists of names and e-addresses to us.

The web version of this newsletter (and past issues of Parish Pulse) is available here.

We apologize if you are receiving duplicates of this newsletter. Please use the unsubscribe button at the end to remove one of your addresses. 

Joseph Kormos
Parish Health Facilitator
Diocese of the Midwest

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Short Notes
Diocesan Assembly October 5-7 Overland Park KS
Wheaton HierachicalThe 48th Assembly of the Diocese of the Midwest will be hosted by Holy Trinity Church, Overland Park, Kansas October 5 - 7, 2009.

The assembly will take place at the Double Tree Hotel in Overland Park with the Divine Liturgy on Wednesday, October 7th taking place at Holy Trinity.

More information can be found here.
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Diocesan Strategic Vision
At the 2008 Diocesan Assembly a speaker mentioned the importance of building a strong clear vision for the future of our Diocese. In it's January meeting the Diocesan Council picked up on that conversation and decided to proceed to begin building that vision. Since that time four discussions have taken place among subsets of Diocesan Council members exploring the value of achieving some form of common vision, examining where we are as a Diocese, talking about future goals and priorities and, to a much lesser extent, discussing how to actualize those priorities. These discussions have been summarized into a Powerpoint document that can be found here. The document primarily provides a brief status inventory of Diocesan life, facilities and ministries.

This document will be used as a starting point for enabling attendees at the upcoming Diocesan Assembly to contribute to their opinions on this topic.
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Prayer for Opening of Church School
As we read various parish bulletins and newsletters Wheaton Hierachicalwe noticed several attractive practices in use in parishes as students return to school. A number of parishes ask children to bring their school backpacks to church for a blessing.

Others use this brief prayer service ("Commissioning the Parish for Beginning the Church School") , blessed for use by Archbishop JOB, on the first Sunday in which church school begins again.  The service, found here, engages students, church school teachers, parents, grandparents and godparents.

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Parish Health Ministry 2009 Report Online
For those of you who like to read reports (?!!) you can find the 2009 Parish Health Ministry report to the Diocesan Assembly here.

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What's in a Name?
"Parish Health Ministry" or "Parish Life and Development"


We occasionally hear suggestions from clergy and laity in our Diocese that the "parish health ministry" needs a better or different name. Parish Health logoSome are confused and assume we deal with exercise classes! Others "just don't like it." We usually  greet those suggestions with "OK, what do you suggest?" Thus far nothing clearly seemed to be an improvement.

Recently the name "Parish Life and Development Ministry" was suggested to us. That's fine with us if it's OK with you.  Let us know your thoughts pro and con.

Regardless of the name -- the Ministry will continue to:
  • Explore -what healthy American Orthodox parishes look like, feel like and behave like
  • Connect - establish helpful relationships between parishes and enable them to draw strength from one another.
  • Share- effective parish practices and build tools to address common needs.
  • Stimulate - parishes to not be satisfied with offering anything but their very best to create communities that live a life in Christ.
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Diocese Holds Urban Parish Summit
July 16 & 17 Cleveland OH  
Urban Summit logoThis summer's Parish Summit was dedicated to the topic of Orthodox Urban Parishes -- their vocation and challenges in the the 21st century. Fifty-five clergy and lay leaders from seventeen parishes came to Cleveland OH in mid July to explore this topic. 
Two key goals of the Summit were to:
  • Explore the opportunities that uniquely exist in urban settings for proclaiming Christ.
  • Share good practices among attending parishes - to understand what is working and not working.
Discussion topics were seeded by the thoughts of invited speakers including Sister Rita Mary Harwood of the Cleveland Catholic Diocese, who spoke on the Cleveland "Church in the City" project, and Charles Robb whose in depth interactive session describing the experiences of "connecting with the neighborhood" at St Gregory of Nyssa parish in Columbus OH was a clear attendee favorite. (The word "amazing" was typical of more than one attendee's reaction.) St Gregory lunchSee a previous video exploring this ministry here.

The agenda also included fellowship, small group and committee-of-the-whole-workshops. One particularly interesting discussion evolved around the topic area of "change" in a session titled "Fix this Urban parish" in which three case examples were explored.  Flip chart notes from the two discussion were compiled in a Powerpoint summary posted on the Diocesan website.
Kovach Urban summit
All present were thankful for the hospitality of St. Theodosius Cathedral (day one) and Archangel Michael Church (day two) which opened there doors as hosts.

In the words of one attendee "we found ourselves dreaming new dreams of what are some distinctly Orthodox ways we can put our holy faith into sustainable, concrete action for the sake of witness, service, and radical hospitality, rooted in our existing commitment to a full liturgical life as a faith community."
Urban summit attendees
Urban Summit Attendees pause on steps of historic St. Theodosius Cathedral
FOCUS North America 
An Orthodox Witness to Urban America 
Focus logoOne of the important speakers at the Urban Parish Summit was Fr Justin Mathews, Executive Director of the newly founded FOCUS North America. (Fellowship of Orthodox Christians United to Serve)
FOCUS NA's objectives are to:
  • Serve those in need, by providing aid through our programs and partners,
  • Support Orthodox Christian social action ministries, agencies, professionals, and volunteers;
  • Supply parishes and others with the education, resources and training needed to initiate social action ministries in their own communities.
More can be learned about FOCUS at its website.

Common Barriers to Urban Parish Ministry
In his talk Fr Mathews identified six common barriers to Urban ministry by Orthodox parishes.  Fr Justin's list:

Spiritual Barriers
  • We do not want to sacrifice the things we possess(the things that possess us)
  • We do not think we have the skills and abilities and are convinced God can't use us
  • We suffer from the "We can't serve them here..." syndrome
Practical Barriers
  • We do not know the poor
  • We do not know where to begin
  • We do not have the financial resources
Much of day one of the Urban Summit was spent exploring these issues.
Low or No Cost Urban Ministries 
Getting Started
For many parishes at the Summit a key issue was just getting started. ("Don't know where to begin") Fr Justin offered a list of low or no cost ministries within the reach of most parishes.Fr Justin Mathews
  1. Offer a cup of coffee. Host a meal or provide groceries
  2. Open up a space (office or outdoors) at a time you can keep to so your neighbors can depend on you. Even for an hour or two a week.
  3. Outreach. Walk to streets to meet your neighbors. Tell them where you are.
  4. Offer mail address service at the church. Mail call at the office hours.
  5. Offer phone number message service. Messages available at office hours.
  6. Stock a closet of warm jackets, socks, ponchos, tarps, sleeping bags and other life-savers.
  7. Offer hygiene supplies and, better yet, a place to wash up.
  8. Don't give cash but offer bus tokens, meal vouchers, and laundry service (look for free community resources)
  9. Stock a food pantry. Find resources like Second Harvest Food Bank, co-ops. Help get Food
  10. Stamps or start a food co-op, or angel food ministries (provides food for small churches)
  11. Provide lockers if possible
  12. Computer, internet access with filters and safeguards
  13. Emergency Micro-bank for specific needs like birth certificates or transition to housing
  14. Referral to services - Help with the paperwork. Walk through the process with them if you can. Be a companion to the poor and needy
Fr Justin's presentation can be downloaded here.
Detroit Parish Taking Action on Urban Ministry
Ss Peter and Paul DetroitSants Peter and Paul Orthodox Cathedral has been at the corner of Gilbert and Clayton Streets in Detroit for over 100 years. Founded in 1907 by immigrants from Eastern Europe, the community  is looking for ways to become a leading source of support for all the members of the inner-city neighborhood.

The cathedral community has begun a concerted effort to reach out to its neighbors. "We are setting out to introduce ourselves to and learn more about our neighbors so that with them we can find ways for our cathedral community to support and respond to the daily life challenges of our larger neighborhood community," said laymen and community leader Michael Boyar.

The cathedral parish is presently without a permanent priest.

On Sunday, October 3 the cathedral parish in conjunction with Vistas Nuevas Head Start Program, a program using the cathedral facilities, will host a one day family neighborhood festival on its campus from 11am - 5pm. The cathedral is planning family oriented activities. Attractions listed are a 'moonwalk' and petting zoo for children, local entertainment from various ethnic traditions, tours of the church and information booths from neighborhood organizations, police and fire departments as well as food booths.

Over the past one hundred years the community has been sustained by their strong faith, a faith which they are hoping to proclaim to their unchurched neighbors.

Michael Boyar is a long time member of the community and has become a parish leader in the absence of a full time priest. He hopes the cathedral parish will not only become a 'good neighbor' but also a spiritual home for those who don't have one.  

"We find ourselves in a predominantly Hispanic neighborhood where Orthodoxy often is perceived as being "Russian" or "ethnic" or simply for someone else," Mr. Boyar said.

To reach out to the Hispanic community the parish has will have Spanish speaking community members on hand to give tours of the church and answer questions about Orthodoxy.

"By reaching out in this way we are able to show people that we are a true neighbor, concerned about all people, of all faith and ethnic groups", Boyar said.  
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What Makes a Solid Parish Youth Effort?
Lessons Learned from Diocesan Parishes

Suffer the Little ChildrenOne of the valuable conversations at the 2008 Midwest Diocese Parish Health Summit dealt with the importance of parish practices for helping parish youth to become lifelong Orthodox Christians. A few parishes in attendance mentioned that over the past ten years, virtually every young person (90+%) growing up in their parish continues to be a practicing Orthodox Christian.

We explored the principles and practices behind the youth efforts at these and a few other parishes so that we could share their experiences with you. We communicated with priests and youth leaders from parishes with important, and reasonably effective youth related efforts.archery
 
Here, in a nutshell, is what we learned:
  1. Establish the correct goal
  2. Build a system 
  3. Link to liturgy
  4. Link youth efforts and church school
  5. Link youth to the parish
  6. Build fellowship and friendship
  7. Focus on service
  8. Continue through post high school years
  9. Establish proper structure to the youth effort
What's that? You want more meat? You can read the entire six page article here.
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If you're looking for additional insight to strengthen your parish youth effort:
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Parish Health Grant Recipients Announced
Seven Parishes Receive Grants

Archbishop JOB recently announced  the recipients of the Diocese' Parish Health Grants for 2009. Seven parishes from four Deaneries will receive cash grants totaling just over $12,000 for important projects that will impact the vibrancy of their parish life and in many cases the life of the entire diocese as well.singing Milwaukee
2009 grant recipients and their projects are:

Christ the Savior Church, Chicago IL
Orthodox Outreach to the Local Community

St. Gregory of Nyssa Church, Columbus OH
Lay Ministry of Mercy: Definition and Training

Holy Trinity Cathedral, Chicago IL
Capturing Stories of Parish Heritage: A Multigenerational Parish Ministry

St Mark Church, Rochester Hills MI 
Teens toKenosha gardening Teens: Project Mexico Follow Up

St Innocent Church Olmsted Falls OH 
Small Group Ministry Pilot Project

St John the Baptist Church, Warren OH
Orthodox Exposure; The Mission and Message of the Church: Mall Kiosk

St Nicholas Church, Mogadore OH 
Pilgrim's Guide Newsletter

The parish grant activity, begun in 2008  with funds donated by private individuals and two parishes, was able to be continued in 2009 by using a portion of our Parish and Mission Development budget. Photos from 2008 grant activities are shown at right.

Since by definition grant projects involve important effort from multiple members of the parish,  it was found that the 2008 grants not only stimulated renewal in grant receiving parishes but also often resulted in tools and approaches that have been transferable to other parishes in the Diocese.

Highest Rating
The grant applications were reviewed and ranked by the Diocese' Parish and Mission Development committee, made up of members of the Diocesan and Bishop's Council, and five anonymous reviewers. 
Rochesterchurch
The highest rated proposal was from St. Mark Church in Rochester Hills MI. The parish also received a grant in 2008.See results here.  This effort will document the experiences of teens who participated in a recent Project Mexico trip. The project team will create two books -- a 25 page coloring book targeting 3-6 year olds and a 50 page illustrated book for teens. In addition to giving parish youth a common project to work on, the books will address the general lack of materials for teens and highlight the importance of missions and missionaries with the hope of inspiring other teens to participate in such efforts.
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Your Parish Budget
What Does It Convey About Your Parish?
typewriterWe often get a chance to review budgets from various Diocesan parishes. Most could be described as bare bones - the absolute essentials and nothing more. They cover building expenses (heating, electricity, mortgage, maintenance) the priest's salary, assessments and often very little else. Computer? Forget about it -- use that typewriter! (Those not recognizing a typewriter see photo at right!) 

No doubt there are a variety of good and less good reasons for lean budgets.  Limited parish income is of course among the top reasons. (See next set of articles.) Limited vision.  The common aversion to "programs". A desire to avoid bloat and a dominant preference for fiscal restraint.     (See an interesting article exploring the differing personality traits of those involved in parish budgeting in "Green eye shades and Rose colored glasses".)

Expressing a Vision or In a Rut?Car in Mud
However not all of our parish budgets are threadbare. Some parishes try different approaches to thinking through their budget and defining how it can better support the parish to be the Church and to do the work of the Church.

The following is a list of "non-standard" budget items we've compiled through observation and discussion with parishes. Some came from ideas we've found in two years of parish health grant proposals --which by definition stimulate creative thinking on how to use funds to build up the Church.

Perhaps your parish budget already includes some of these items. If not perhaps it is time to start thinking about these and ask some "what if", "why not", "what keeps us from" type questions.
  • Charitable line item? -- Most parishes make some form of charitable contributions -- often via special projects or collections. A growing number of parishes now annually include a line item for charitable donations. Many adopt a budget goal that the charitable line item is to be (e.g.) 10% of the parish budget. For most parishes that would be a difficult goal to achieve in one year. If so start with the line item at say 2%, with an initiative to grow it by (e.g.) 1% per year until you reach your target.
  • In-reach Ministry - Sadly some parishes have not yet developed a competency for providing help to those outside their doors. If so build fluency for serving others by looking inside. Can the parish make a meaningful commitment to a parishioner(s) in tough economic times? A month's rent or food?
  • Child with iconChurch School? - Most parish budgets include a church school item, but many seem appallingly small. Others ask that parents pay extra for church school expenses --as if our children aren't a part of our parish. Ask: "What should we as a parish be spending per child?" Ask also, "What can we usefully spend without waste or gilding the lily". Consider internally funding an annual church school or youth project to do something truly special and then don't cut corners -- do it with excellence and high quality. Teach children about giving our best to Christ. Perhaps offer the equivalent of a parish grant to youth groups or teens with a good and valuable idea.
  • "Talent" Grants? -- Take the grant idea a step further and provide seed money ("talent" grants) of say $250 to small groups in the parish to undertake a valuable outreach or service project.
  • Project Stipends? -- Perhaps the parish council or other parish group has an important project that needs to be completed. Unfortunately the volunteer who has planned to do it for three years just can't seem to work it in. Should we consider a modest stipend to move the project to the top of the list of a parish free lance person? Might a $300 to $500 stipend spent on the effort likely improve the timeliness, thoroughness, usefulness and quality of the result? Is a total reliance on" volunteer ministry" limiting the work your community can do?  Or, is it always better to aim for "barely good enough"? (Recalling the old saw "That's good enough for government -- and Orthodox Church -- work.")
  • Outside accountant or payroll service? - Perhaps it is time to consider an outsourced accountant for handling aspects of parish finances. We know a number of small Orthodox parishes doing just that. Or, you can hire a payroll service to handle monthly payroll. They' will handle tax withholding and proper IRS filings  for as little $50 per month. (If interested contact Joe Kormos for a vendor contact.)
  • Misconduct Screenings - Youth and Church School workers are required to have a background check. The cost of the check, done normally by local law enforcement, is usually modest but is this not a legitimate cost for the parish?
  • Child Care for Adult Events? - Many parishes find that "a lack of understanding of our faith" is a limiting factor for their community. Yet adult education events may be poorly attended. In some cases (certainly not all) young parents might attend if child care was provided. Put it in the budget and try it. If it helps it may be an excellent long term investment in parish vitality.
  • Serious Adult Education? - Perhaps your adult education effort needs serious updating. Perhaps its time to plan a series of quarterly retreats, workshops or classes. Since not every pastor has the time, skill or motivation to develop and deliver a compelling class on a different topic each quarter or year you may need a budget for speaker stipends or honorariums. Good high quality classes often involve handouts and binders.  Perhaps for your next retreat the parish should cover the cost of food -- good food perhaps -- for those attending. Suchlapel microphone events are a good way to attract visitors. Feed them! No need to show off but on the other hand let them experience a  parish mind set of giving your best -- not one of minimalism.
  • Sound System? Projector? - Some presenters come with a built in personal loud voice sound system but most speaker's voices need some amplification. If you are going to hold a some large scale educational events, some of which involve playing videos,  perhaps its time to do more than haphazardly rigging up a microphone through a teen's boom box.
  • Meeting Tools? -IndypostitIf your parish has trouble with productive meetings it may be because you lack the tools to conduct a useful meeting. Good meetings need a written agenda on a viewable page and the ability to keep track of ideas, focus on key points and summarize. (Really? Who Knew!) In point of fact it is hard to have a good meeting in most of our parish spaces. We've given talks or led workshops at probably 25 or so parishes in the last thee or four years. We recall only one or two that had a flip chart easel, LCD projector or wireless internet connection. Few had a white board and fewer a flat empty wall useful for brainstorming? If your church basement is used for coffee hour and meetings why does it only have a coffee pot and not a white board? 
  • Computer - AppleIIYes, it is time for the parish to provide Father with a working, up to date computer and a realistic internet connection. That Apple IIe donated by a parishioner seven years ago really must go!
  • Staff? - Is it time for a second priest? A parish secretary? A stipend for the youth leader or choir director?
  • Training? - Could your parish community benefit from more competent ministry leaders and contributors? Offer training to church school, parish council, youth  or choir leaders. News flash: trainers, materials, travel are not free. If your parish spent 2% of its budget on developing the strengths of ministry persons would that seem justified?
  • Sabbatical and Continuing Ed? -St Mark Folder2 Is it time to invest in your pastor? Perhaps a sabbatical would be a way to recharge his batteries. Should we not at least provide a consistent annual plan for continuing education (courses, seminars, workshops) enabling him to sharpen his saw, develop new skills or shore up pastoral areas in which his background is limited?
  • Visitor/Newcomer Introductory Materials? - What information do visitors to your parish receive? Do they leave with something more than anecdotal recollections? ("Hmmm, what did that lady in the brown polka dot dress mention about ministry opportunities?") Having something well planned, with attractive layout printed in color on high quality paper with various inserts tailored to particular needs of a visitor helps greeters and all parishioners to make a real human connection. Flashy? Not necessary. High quality asttheowebsitend tasteful? Absolutely. A welcome video? Something to think about perhaps.
  • Website/ External Communication? - What's that? Your parish doesn't have any visitors or newcomers? Perhaps you need some effort, supported by appropriate budget, for awareness building. Most parishes report that websites are their most important tool here. Costs are modest -sometimes free. However if you do have a website it needs to look good and be kept up to date. If your "volunteer system" isn't working then perhaps a stipend or a professional will lead to better results.
  • Endowment? - Perhaps its time to start a conversion about an endowment for your parish. If so see the article "Endowments: Pro and Con" later in this issue of Parish Pulse.
Expressing Your Values
indymeetingIs now the time for a parish conversation about doing more in your parish - and whether additional budget funds are needed to support those efforts?

Is now the time to move toward becoming a "fund the vision" parish as opposed to a "meet the budget" parish? Parish mission and vision statements are sometimes valuable -- but your budget is probably a more accurate and useful indicator of your community's hopes and your values.

Some would of course argue that the current economic times are no time to talk about
extras. Others argue that now may be the perfect time to start thinking three to five years down the road about what the budget of our increasingly vibrant parish should look like.
Dealing with Troubled Economic Times
RecessionWe could hear through our computer speakers a number of militant readers mumbling, "Is he nuts? Talking about new expenditures in this economy!", as they read the previous article on parish budgets.

At a recent workshop a parish group listed "falling income" and an inability to meet its fairly large but still rather basic budget as a key concern. We suggested among other things that it may be time for the parish, led by the parish council, to move from its "dues entitles membership" mentality to a financial stewardship approach based on personal generosity and proportional giving.

We immediately heard the "In this economy!" response. After exploring the specifics of what was in actuality a modest impact of the economy on parishioner's living standards, we stuck to our recommendation and the parish is exploring a transition from dues.

However, on the possibility that we are unusually tone deaf on the economy issue we did some digging to develop a better understanding of how experts in church administration in America are viewing the impact of the economy.

We had heard good things in the past about the Lake Institute on Faith and Giving. This is a program of The Center on Philanthropy at Indiana University and -- we're told -- Indiana is located in the Midwest!

We've combined some of their insight with anecdotal observations from other sources.

Plan Conservatively
While much of what the Lake Institute has published on this topic is 6-12 months old it still is likely to be of some value to parish leaders. They recommend caution and confidence.
  • "Historically, recessions have had little effect on religious giving. Therefore the impact of the economy on charitable giving might not be as dire as popular opinion might indicate. We do however, appear to be heading into uncharted waters which may not follow precedent," said one November '08 advisory letter. "The economic outlook for religious giving and fund raising is - at best - uncertain, if not downright sobering."
  • "Prepare a flat budget as you move from calendar year 2008 to 2009. (This from an 11/08 bulletin.) At best do not plan for an increase in giving and/or pledging beyond 2%. It would also be wise to prepare a worst case scenario of a 5% loss in contributions."  Obviously small parishes have even greater risk of violent swings in income.
  • The Barna Group, a consultancy in California, reported that in the last three months of 2008 one in five households decreased its giving to churches.
  • "Many congregations conduct their annual fundraising - stewardship - event in the late fall. Carefully analyze the pledging of the first wave of your stewardship program to discern your congregation's giving trend for the following year."
  • At a Lake Institute event a panel of members from variety of religious congregations  reported that "among donors giving less than $1,000, 44% gave the same over the past year while 30% increased their giving. Among donors giving more than $1000, one-third increased their giving, one-third remained the same, and one-third decreased their giving."
Positive Signs
We did encounter a number of positive signs.
  • At a Lake Institute Conference "a small but vibrant urban Catholic congregation with a history of community outreach and a priest who unabashedly talks about the faithful use of possessions reports that it is ahead of budget for the 2008-2009 year and optimistic about its giving in 2009-2010." 
  • A recent article in the Cincinnati Enquirer notes that the Cincinnati Catholic Archdiocese's annual fund drive, which supports a wide range of charities and ministries, reached $3.4 million - topping Enquirer headlinethe previous year's result by $1M. "Anyone who still has income and assets can relate to people who don't. It causes people to reach deeper. It's a really a faith-filled expression of hope," said the Director of Stewardship. He credited expanded use of internet fund raising, mailing of appeal letters directly to parishioners and direct personal appeals by pastors.
  • A parish in our Midwest Diocese reports a strong response to a short, compact capital campaign. By observation we would note the following relevant practices in the parish:
    • Consistent, basic communication about budget status to the parish
    • Saying "thank you often" for good and responsible stewardship of all types.
    • Active efforts to link the parish to the local (secular) community and its needs.
Advice - Never Waste a Good Recession
The Lake Institute offers the following advice for church leaders:Good and Faithful Icon
  • "Those congregations who are riding out this recession with more aplomb are those who have been pro-active in their teaching and preaching about money and what it means to be faithful in the use made of the possessions with which people have been blessed."
  • "A down economy is an opportune time for a church to realign its budget and ministry priorities. This is a time for congregations to plan for a more robust future - which is sure to come." (Our core point of the previous article.)
  • "Lead and act from your strength. For a majority of your members giving to their church remains the top priority in all charitable giving."
  • "Don't frame your planning and communication in anxiety and guilt. Most stewardship pleas sound like people ('boards') are scared."
  • "Invite people to rethink their own money story. Ask questions that invite autobiographical reflection: How did they come to have what they have? How much is enough? What do they do with their "more than enough"? What does it mean to be "faithful" in the use they make of their possessions?"
  • "Tell stories about the difference your congregation makes in meeting the needs of hurting people. Emphasize the needs you meet rather than the need you have to raise money."
  • "It is our observation that those congregations that are coping well with the challenges of the present are congregations that have in the past been intentional in integrating money-talk and public conversations on the responsible use of possessions into their preaching and teaching." 
Endowments: Pro and Con

A relatively small number of parishes in our Diocese have endowments. Yet more are considering the value and role of an endowment as they rethink how they do the work of the Church. A recent article titled "Endowed Congregations: Pro and Con" written by the Alban Institute offers some useful insight on the role of endowments in parish life.

The experience of the author is no doubt from a Protestant perspective the insights can we think be valuable.

Cons  -- Problems with endowments
  1. Endowments are embarrassing for congregations.  -"You're the rich church."
  2. Endowments are complicated and hard to manage. - Often require complex financial decisions that may not fit the competencies of parish leaders.
  3. Endowments require fiscal accountability that parishes often aren't used to. Potential for misuse unless oversight is serious and consistent
  4. Endowments make giving go down- The author says this is true if clergy and parish leaders are not aggressive proponents and examples of stewardship. When stewardship is seen as a critical area of religious and spiritual life and the congregation's leaders take leadership seriously, giving increases.
  5. Endowments raise questions of conflict of interest. - They make borderline expenditures easier and invite uncomfortable questions.
  6. Endowments mess up orderly budget processes. - "Well why don't we just take it from the endowment". The author identifies three competing strains of thought: 
    • the "not-a-dime-for-operations-but-any-amount-for outreach"crowd  
    • the "Endowments-for-keeping-up-the-building" crowd.
    • the "endowment-exists-to-balance-the-budget"crowd.
  7. Endowments cause conflicts. - In values, between factions; power struggles.
  8. Endowments take attention away from mission. - Becomes subject of all meetings.
  9. Endowments complicate relationships. "Others seem to think of the congregation as a source of discretionary funds."
  10. Endowments require new staff skills. - budgeting, financial mgt. conflict mgt
  11. Endowments can hide clergy incompetence -Clergy incompetence can be covered up or compensated for;  staff people can be added, the losses of money can be covered, programs can be bought.
Pros
The author is, on balance, clearly in favor of endowments. He lists the following reasons to go ahead:
  1. Somebody trusted you. Somebody chose you to keep on caring about things they valued.
  2. Endowments witness to larger dimensions of stewardship. - Stewardship that goes beyond the checkbook -current income and outflow. "Endowments in a congregation are an aid to help raise that question and teach people about 'total stewardship'."
  3. Endowments force the church to address a central task of spiritual nurture. "Giving beyond our lifetime shines a flashlight on what we believe deserves ministry in the future."
  4. Endowments make congregations face institutional stewardship.  "The presence of an endowment, forces a congregation continually to raise questions of how and where to throw its weight So long as one is struggling to make a survival budget, one can plead that there's no time to think about anything but survival."
  5. Endowments sometimes preserve the possibility of ministry. "Inner-city ministry has sometimes survived only because someone funded an endowment. There are places today that cannot survive without resources from past generations."
  6. Endowments open doors to wider mission opportunities. "When asked what they had found to be the greatest value of their endowment, congregations  were almost unanimous in saying, "It strengthened our ability to conduct mission."
  7. Endowments may help us through our current decline.  - "Turnarounds do not happen without new resources, new investments. We will need new initiatives, new institutions, new attempts to do the old things better."
  8. Endowments feed the grass roots  -- "Endowments tend to be local in situation. They can help feed the pioneering spirit of local initiative in mission and ministry.
  9. Endowments put us in touch with the spiritual problems of our nation and society -  "Even the poorest American is rich compared to those in other societies. And, those in churches are far richer than the others. Living with an endowment may make us more sensitive and able to minister to this central dilemma of each person and of our society-how to be a rich Christian."
  10. An endowment calls you to deal with it, to live with it in faith. "It is a vocation to faithfulness, not simply a request for effective money management. It is much more difficult and challenging than simply being a responsible resource user."
Other comments from the author:
  • "The church and its members are called to major new areas of stewardship in the next generation, and endowments are one of the best means to move towards these frontiers."
  • "The church tends to be like the one talent steward-fearful, burying talents in the earth. I believe it is called to receive and use all ten talents as a truly faithful steward. Endowments are part of this issue."
  • "Most endowments are used with appalling lack of imagination".
  • "Every one of the reasons given against endowments can be addressed."
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Thank you for reading these newsletters and for your feedback and encouragement.

In Christ,

Joe Kormos
Parish Health Facilitator
Diocese of Midwest
513.683.1911