2018 Diocesan Vestry Retreat The Diocese of Southwest Florida

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1 2018 Diocesan Vestry Retreat The Diocese of Southwest Florida Adaptable Leadership May 5, 2018 Canon Anne Vickers Canon for Finance and Administration

2 We are not advocating a mission and vision carved on tablets of stone or placed prominently on your website and other communications for all time. We see the vestry s work in mission and vision to be ongoing and adaptive. The Spirit is ever on the move, and we are called always to be open to new directions, new possibilities, and new life.

3 Engaging in Mission Managing Resources

4 Managing Resources Diocesan Benchmark Report Endowments Debt Property Usage Capital Budgets and Campaigns Operating Budgets Staff and Compensation Operating Income Trends Measuring Mission LEGACY CAPITAL OPERATING

5 Managing Resources Millions $60 $50 Endowment Asset Growth $24 $40 $24 $30 $12 $17 $20 $23 $20 $10 $21 $23 $24 $25 $29 $33 $ True Endowment Board Designated

6 Managing Resources Debt Reduction Millions $20 $18 $19 $18 $19 $16 $15 $14 $13 $12 $12 $10 $9 $8 $7 $6 $4 $2 $

7 Managing Resources Capital Income of all 76 Congregations Property Usage Thrift Shop (13, $0-148k) Preschool/After Care (13, $0-57k) K-8/12 School (9, $0-151k) Millions $7 $6 $6 $5 $6 Rental Houses/Rectory (26, $0-22k) $5 Parking Lot (4, $1-43k) $4 $3 $4 $4 $4 $3 $4 $3 $4 $3 $3 Cell Tower (2, $19-24k) $2 $2 $2 Group Meetings (41, $0-22k) $1 $ Community Garden/ Farmers Market (2, $2-47k) Hosting Other Worshipping Community (3, $10-48k)

8 Managing Resources 2018 Budgeted Net Total (Deficit)/Surplus Thousands 100 Budget (Deficit)/Surplus Safety Net / Watch -150

9 Managing Resources Part Time - Retired, 11, 14% Part Time Shared - Active, 1, 2% Part Time - Active, 4, 5% Full Time - Active, 61, 79%

10 Managing Resources Thousands $250 $200 $150 Change in Operating Income $100 $50 $- $(50) $(100) $(150) $(200) $(250)

11 Managing Resources Diocesan Role and Resources NEW in 2018! Revolving Loan Fund Annual Workshops for Finance, Administration, Stewardship Diocesan Endowment Management Program (DEMP ) Diocesan Council / Finance Committee / Endowment Fund Board Review Learn Listen Serve ECF Capital Campaign Consulting ECF Planned Giving Cohorts Diocesan Staff Review and Consultations Property Usage / Lease Guidelines Risk Management Visitations

12 Managing Resources Risk Management Visitations NEW in 2018! Onsite visitation to asses the most common risks and educate local leaders about insurance coverage. Congregations receive a written report summarizing the recommended improvements for safety. Tie together existing risk management tools and resources: Physical plant and safety Financial / administrative Personnel (Safeguarding) Insurance policy details

13 Managing Resources Diocesan Role and Resources

14 Managing Resources 2017 Average Operating Revenue $417, ASA 152 From Diocesan Report, CPG Research Department, April 16, 2018

15 Managing Resources Parochial Report

16 Exercise You have one year to fulfill the mission of God at. What can you do?

17 Inspired by and for Mission

18 Managing Resources State of the Church Committee of TEC From Blue Book Report to GC2018

19 Engaging in Mission SWFL Outreach Ministries by Type (Number of Churches) Food Pantry / Soup Kitchen / Meals (49) Support Groups (30) Cash / Vouchers (31) Thrift Store (30) Overseas Sponsorships and Projects (25) Programs for Elderly (18) Health Programs (17) Community Organizing / Advocacy (13) Building Projects (10) Daycare / Preschool / After-School Programs (9) Tutoring / Literacy Programs (9) Homeless Shelter (7) Job Placement/ Training (1) Community Garden (1) Other (26) From 2017 Parochial Report, page 5

20 Engaging in Mission SWFL Outreach Ministries From 2017 Parochial Report, page 5

21 Engaging in Mission Grant Resources Episcopal Charities Grants Congregation-based outreach ministries Irma Relief Fund Grants Humanitarian aid for those impacted by Irma

22 Engaging in Mission Inspirations and Examples We ve got range! Best Practices templates and examples Community relationships

23 Engaging in Mission From Diocesan Report, CPG Research Department, April 16, 2018

24 Engaging in Mission From Diocesan Report, CPG Research Department, April 16, 2018

25 Engaging in Mission

26 Engaging in Mission From Diocesan Report, CPG Research Department, April 16, 2018

27 Engaging in Mission Primary Mosaic Type 2017

28 Exercise/Homework Community Leader Interviews 1. What impressions, if any, do you have of our congregation? 2. What trends and challenges are you seeing in our community today? 3. What unmet needs do you see in our community?

29 2018 Diocesan Vestry Retreat The Diocese of Southwest Florida

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