February 11 & 12, 2012


Mission & Money
In our current economy, church finances are extremely challenging: budget shortfalls, investment losses, lost rental income and more have forced us to make difficult choices that threaten the mission of our congregations. At this event, we will discuss how to support our mission through fund-raising and effective stewardship. We have gathered a panel of experts that will provide insight into fund-raising and share information to help manage and secure the investments that support the mission of your congregation.

This Event Offers...
This first Church Vitality Event of 2012, scheduled for February 11th at Church of the Foothills, Santa Ana, will offer practical ways to develop the financial health of your church. Our panel of experts will discuss the management of church pre-schools, fund raising and legacy gifts, proper management of endowments and preventing fraud.

Our Panel Of Experts
We have assembled a panel of experts who will provide practical advice and be available for Questions & Answers. Our Panel includes the Rev. Jane Heckles, Minister for Our Churches Wider Mission; Mr. Dave Coatsworth, Director of Development for Disciples Seminary Foundation; the Rev. Harold Schultz, CPA, our Conference Treasurer, Mr. Tom Buchenau, our Conference Attorney and Mr. Keith Clark, Executive Associate Conference Minister

Resources from the event

Church Pre-schools
Tom Buchenau

PowerPoint Presentation
Other Resources:

Organizational Issues: 

Cutler issues – program as “mission of the Church”
Planning/Development Issues

Insurance Board:  http://www.insuranceboard.org/

Youth Activity 
Safe Conduct
Preventing Child Sexual Abuse
Self Assessment
Background Checking



Regulatory Issues:

Regulation highlights

Basic regulations

Outline of Regulations

National Resource Center for Health and Safety in Child Care and Early Education:


A-Z Child Care Information Links

Make Your Church $trong
Dave Coatsworth

PowerPoint Presentation
Other Resources:

Bibliography from Ecumenical Stewardship Center
Tithe in Pentateuch
ESC Books Offered
Dream of the Tithing Church
Scriptures on Generosity
20 Fundamental Principles
Grain Elevator
Observations, thoughts and questions about money
Thinking Theologically About Wealth, Including Money


Carol Johnston notes in this essay that " 'money' and wealth are notoriously difficult topics for most North American Christians to think about theologically." For this reason, she seeks answers to several critical questions on the topic. What is "wealth"? What does wealth have to do with that which Jesus called an "abundant life"? What do we need for an abundant life, and what does that have to do with money?

Center for Faith and Giving

The Center for Faith and Giving of the Christian Church (Disciples of Christ) was launched in late 2011. It’s good in many ways, but I highlight here the books which are not only listed, but are reviewed.

Investment Management for Churches
Harold Schultz

PowerPoint Presentation
Other Resources

United Church Funds
Uniform Prudent Management of Institutional Funds Act
California Probate Code 18501-18510


5 Steps to Legacy Giving
Jane Heckles

PowerPoint Presentation
Other Resources

The Video: The Gift of Generosity

Financial Transformation

Annual Stewardship Theme Materials including worship resources, posters, bulletin covers, theme related bulletin inserts, stationary including letterhead, envelopes and note cards, pledge cards for a single commitment, double commitment, faith-promise pledge, and a time and talent pledge card.

Capital Campaigns are much more fun with a team of experts. Priscilla Bizer and Susan Mitchell, UCC Capital Campaign consultants, can be reached by email or by calling 866.822.8224 Ext. 3834

Changing Lives testimonials and the Plain Talk video about Our Church’s Wider Mission are on the UCC YouTube channel.

Electronic Giving makes it easy to receive offerings consistently, even when church members vacation or spend winters away.

Financial Wellness resources for your church members:

Financial Literacy as recommended bythe UCC Pension Boards offers helpful guidance through articles, tools and frequently asked questions for all financial stages of life.

Financial Fitness through America Saves, a nationwide campaign with a broad coalition of nonprofit, corporate, and government groups helps individuals and families save and build wealth. Another program congregations are using to help low-income seniors is a Benefits Check-Up offered by the National Council on Aging which directs you to over 1,550 public and private benefits programs from all 50 states and the District of Columbia.

Making Sound Strategic Choices in Anxious Times
Alban Institute consultants Susan Beaumont and Alice Mann offerUCC pastorssome suggestions for guiding the budget making process duringtough financial times.

Narrative Budgets including examples from nine UCC congregations.

Our Church’s Wider Mission (OCWM) tools are available on the web.

Planned Giving resources are outlined online and can be mailed to you so please email or call 800 846-6822. Here are some examples of what other UCC churches are doing (online) in the area of financial development through donor education  and estate planning.

Pledge drives can be organized in many ways but here is one of four campaigns offered in Inspiring Generosity.

Stewardship Messages offer52 inspiring, biblically based reflections for usein your newsletter, on your bulletin board,website, as an insertin yourgiving statement or Sunday Bulletin.

Special Mission Offerings links you to online resources and ideas for the promotion of all four Special Mission Offerings including Strengthen the Church, One Great Hour of Sharing, Neighbors in Need and The Christmas Fund.

UCC Planned Giving Resources and Order form


Protecting Your Church Resources
Keith Clark

PowerPoint Presentation
Other Resources

Videos shown:

Visalia woman sentenced in church embezzlement case for theft of $2 M
Pastor accused of embezzlement and using to pay for insurance on cars
Woman embezzled $68,000 from church writing checks and charging on credit cards
$815,000 embezzlement at National City Christian Church

Church Law & Tax Website
Essential Guide to Church Finances (at Amazon.com)
Preventing Fraud in Nonprofit Organizations (at Amazon.com)
Weeds in the Garden (at National Association for Church Business Administrators)


UCC in S. California
& Nevada


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