11135-65 Avenue Edmonton, Alberta T6H 1W3 · Traditional Lands of Treaty 6 First Nations

780-434-5819

info@westwoodunitarian.ca

A compassionate community of free religious thought, inviting all people to rest, grow, and serve the world.

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Stewardship

Toward a Thriving Future

Westwood Stewardship Campaign 2019

 “Generosity and gratitude, both, are about how we use our time, talents and treasures. It is about how the outpouring of those spiritual gifts can reacha, touch and transform the world, transforming us in the meantime.” – Fishing Tips, Rev. Dr. John Pentland

Westwood has always been “the little church that could”, and as we embark on another adventure our 2019 stewardship campaign invites you to help Westwood thrive into the future.

A Message from our PresidentLorian Kennedy

A Message from our Minister, Rev. Anne Barker

Stewardship Q & A

Why is March Stewardship month?

As we eagerly anticipate Spring, we also recognize we are soon coming to the close of our church and financial year. During the month of March we ask all members and friends of the congregation to reflect on the year,  and help the Board prepare for the upcoming year by pledging their financial support.

Why do we pledge?

This church belongs to each of us. We pledge to fund the daily operations and to ensure that the church and its resources are here for us and for others now and in the future.

What is the money used for?

Pledge and other revenue sources (rental, investment, fundraising, donations) support our worship and music programs, our religious education program, programs for members and friends, community outreach, and connections to Unitarian Universalism. Our budget reflects our mission, purpose and goals.

How can I learn more about the financial and volunteer needs of our church?

Is pledging a requirement of membership?

We expect that those who benefit from the church and participate in activities will share in its financial upkeep. Some members are able to pledge more, others less, but we can all share in supporting our church.

Should everyone pledge the same amount?

We place a high value on diversity in our congregation—diverse views, backgrounds, and experiences. Included in this diversity is a diversity of economic circumstances. All of us support our church at individual financial levels.

How much should I pledge?

Plan to contribute a percentage of your annual income. The Fair Share Giving Guidelines (see below, and included with the stewardship package) suggest what you might give.

What about the money I put in the collection plate?

Some people use the Sunday offering to make their pledge payments. Others use direct debit or etransfer.  As long as the offering can be associated with you, e.g. your personal check or name on the envelope,  whatever you put in the offering will be counted toward your pledge. Exception: when there is a special offering for a specific cause. In this case always identify your offering contribution as a pledge if this is your intention.

What if my financial circumstances change during the year, if I lose my job or have a financial emergency?

Lives are not static. Contact the office, if you need to adjust your pledge.

How do I make my pledge?

After careful consideration of the importance of the Westwood community and programs to you, please use the forms below or the paper forms provided in the stewardship package.

For those who prefer paperless communication, we provide Westwood members and friends with the following forms:

We thank you for helping Westwood move Toward a Thriving Future.

-Brenda Jackson and Leroy Russell, Stewardship Coordinators 2019


Westwood – Dollars and Sense

March 2019

Toward a Thriving Future

Stewardship at Westwood –”We make a living by what we get; we make a life by what we give.

As Westwood’s Treasurer this year, it is my task to explain the financial side of this year’s Stewardship Campaign.

Where are our financial resources coming from in the 2018/2019 year?

Westwood receives funds from rentals, interest, and fundraising (this year, we held a FUNdraiser on February 23 and are also using funds saved from last year’s casino) but, by far, the most important source of funding for Westwood is the contributions from its members and friends. Westwood aims to be, and is, a diverse community in many ways.  You will often hear a service leader say something like:  “We welcome all persons of goodwill whatever their culture, colour, class, religion, gender, wealth, or the direction of their affections.”  We are not all the same and this is appropriately reflected in our giving.  Below is a graphic illustration of the vital role that our contributions play in funding Westwood’s activities.

The following table has been created by analysing individual contributions; when a pledge unit consists of two or more active Westwoodians, their pledge has been divided between them; that gives a more transparent comparison for individual pledge units.  This analysis describes Westwoodians’ giving patterns by adding up predicted monthly pledged contributions in 2018/2019 and dividing the sum by four, or into quarters.

This year, there are 7 individuals donating about 25% of our pledges (an average of $363 each per month). There are 10 individuals responsible for another quarter of our contributions, pledging an average of $264 each per month. The third quartile group (14 individuals) has pledged an average of $182 each per month. The largest quartile group is comprised of 32 individuals who have promised to make an average monthly donation of $78 each per month. The table also includes the range within each quartile group i.e. low and high amounts donated.

Please note the numbers below do not include numerous members and friends who do not pledge but still donate although less predictably. Their donations are captured under supplementary contributions with $3000 being the projected total, assuming current trends continue. The 2018-19 budget also includes a likely $2500 from anonymous donations.

Congregational Giving Patterns in 2018/2019 – Sharing the Responsibility
Westwood individual members and friends
who are donating 25% of the contributions
Quartile% of Donors in the group# of Donors in the groupAverage Donation per MonthRangeAmount Donated by Quartile per MonthAverage Donation per Year
LowHigh
1st11%736331545025424257
2nd16%1026420831526363164
3rd22%1418215020825542189
4th50%3278201302482902
         
Similar to previous years, this year’s stewardship campaign uses information (like this table) from “Beyond Fundraising: A Complete Guide to Congregational Stewardship” by Wayne B. Clark copyright 2007.

Person F has been contributing to Westwood for years.  At $200/month their pledge (the commitment to support for a year) puts them un the high part of the 3rd quartile.

Person C often writes a cheque and puts it in the collection plate when they attend.  They contribute generously because they can, and believe in the benefit of participating in a faith community.  However, their contributions do not appear on this table because they have not communicated a desire to support Westwood on a regular basis.

Persons Q & R are a couple; both are very active at Westwood.  Together they contribute $630/month.  Their contribution (divided between them) puts them on the cusp between the 1st and 2nd quartiles.

This chart illustrates what a vulnerable financial position Westwood is in.  When so few people are responsible for such a large proportion of the contributions, one of them moving away or dying can have a dramatic impact on revenues and, therefore, Westwood’s ability to achieve its purpose for being in existence.

Membership & Friendship

Westwood has 78 members and numerous friends who provide financial and volunteer support to the congregation. Westwood continues to gain a few new friends and members every year, but at the same time, some friends and members move away or become less active.

There is no membership fee at Westwood Unitarian.  It is up to each of us, as part of our faith community, to contribute as much as we can and how we can.

Proposal for 2019-2020:

A Balanced Budget financed by an increase in contributions and another casino

The proposed budget for 2019 – 2020 has an overall increase of 1.9%.  It maintains current programs and includes a 2.9% increase (Alberta’s inflation rate) for staff.  Some areas of expenditure will be able to hold the line, with no budgeted increase.  Others (e.g. our building) will likely have some significant expenses next year.

So much of what Westwood does could be described as Opportunities to Learn, Grow, & Connect.  Here, we are talking about the special programs offered beyond the realm of our Sunday morning activities, things like our Freethinkers’ Book Club, our Lay Chaplain, our Committee on Shared Ministry, even our choir to some extent.  And, of course, our staff and the board play important roles in this programming.

Westwood continues to move forward, however slowly it may seem, in offering a Welcoming Accessible Space.  In recent years, we have moved from entirely volunteer driven grounds maintenance to a partly paid/partly volunteer model.  A significant proportion of our office administrator’s time is spent looking after the rental of our building and paying the utility and other bills.  Even without a mortgage, it still costs us about $30,000 annually to maintain our building and grounds, keep the lights on, and save a bit for emergent situations such as this past year’s foundation repair.

Although we are self-governing and self-determining, Westwood is a member of a national group of UU congregations.  Our Unitarian Universalist Connections provide us with advice, buying & investing power, shared resources, and opportunities to support the work of our volunteers through conferences and workshops.

Compassionate Support for Members & Friends, of any age, is a vital aspect of why we exist.  We offer New to UU & New to Westwood programs, operate a Compassion Bank, organize memorial services and rites of passage.  “Westwood is a compassionate community of …” is how our purpose statement begins.

Support for Social Justice comes in many forms; movie nights, winter solstice recipients, child & youth education and activities are a few of these. It should be noted that support for social justice is reflected in our other budget categories by the very nature of who we are and the kind of programming we offer in Sunday services and our opportunities to learn, grow and connect.

About one third of our resources are used to provide Strong Sunday Services.  We have the good fortune to be a partly lay-led congregation with a minister who provides half of our services and guides the planning for the rest of them.  We provide childcare on Sunday mornings so that parents who attend services, and those who provide assistance with services, have responsible child care.  We have All-generation Services as well as worship experiences specifically for our children and youth.  We understand the important support role that music plays in our worship and fund it accordingly.  We serve coffee, tea, & juice after our services.

As I write this, I realize how very fortunate we are to be able to offer these life-affirming things to each other and to newcomers!  Our community helps bolster both our collective and individual efforts to rest, grow, and serve the world.

Based on our What’s Next discussions, we may end up deciding to allocate our revenue somewhat differently, but that is a discussion for all of us and is not reflected in this budget proposal.

Which brings us back to the other side of the equation:  our sources of revenue.

Our goal this year is to achieve at least $129,000 in pledged, supplementary and anonymous contributions; this is equal to the amount we contributed in the 2016-2017 fiscal year but the membership in our congregation has changed during the intervening years; Westwood is vulnerable financially, as described above.  The goal for ‘Other Revenue’ is $56,625, comprised of $15,000 in rental revenue, $40,000 from this coming year’s casino revenue, and the remainder generated from workshops, interest, and other miscellaneous sources.

Westwood has been experiencing some dramatic shifts in revenue sources.  We will need our members and friends to significantly increase their contributions in order to afford this very modest increase in our budget.

Let’s see how that looks on our quartile chart:

Possible Congregational Giving 2019/2020 – Toward a Thriving Future

Westwood Individual Members & Friends

Donating 25% of the contributions

Quartile

2018-2019 Average Monthly2019-2020 Average MonthlyRange of Contributions within the Quartile
Low 2018-2019Low 2019-2020High 2018-2019

High 2019-2020

1st

363418315362450518

2nd

264304208239315362
3rd182209150173208

239

4th

78

90

2023130

150

If Person A has been contributing $265/month this year, we are asking that they consider raising their contribution to $305/month for the July 2019 to June 2020 fiscal year.

If Person J has been contributing $78/month this year, we are asking that they consider raising their contribution to $90/month for the July 2019 to June 2020 fiscal year.

If Person M has been contributing $200/month this year, and gets a new job with a higher salary, we are asking that they consider raising their contribution to more than $235/month for the July 2019 to June 2020 fiscal year.  Such an increase would move Person M from the 3rd quartile to the 2nd quartile, helping Westwood move into a more balanced (less precarious) congregational giving pattern.

If Person W has been contributing sporadically this year, we are asking that they consider contributing on a regular basis for the July 2019 to June 2020 fiscal year, and let us know of that intention, so that we know we can count on your financial support.

If we each increased our contributions by a loonie a day, or began contributing regularly and consistently, that would be enough to meet our revenue target for next year.  For someone whose contributions are in the 4th quartile, that might bump them up into the 3rd quartile.   Usually people whose contributions are in the first quartile have more discretionary income and, therefore, a greater ability to increase their contributions.  However, there isn’t a one-to-one relationship between size of contributions and level of income.  It is not correct or fair to assume that someone who is contributing in the 2nd quartile is wealthier than someone in the 3rd quartile; it may or may not be so.  The  amount one chooses to contribute to or spend on something has a lot to do with the priority one places on it.

Some things to reflect upon: 

  • Has my income changed in the past while; is this reflected in my contribution to Westwood’s Mission?
  • Are there other areas of my budget that could be trimmed a bit in order to increase my contribution to Westwood’s activities and aspirations?
  • Would I miss any one of these items in a week:  an extra latte, a glass of wine or beer, a fast food meal?
  • Would I miss a dollar a day if I invested it in moving Westwood toward a thriving future??
  • What about a quarter a day? 
  • What difference would it make (to me, to people I know, to the community) if Westwood ceased to exist?
  • What role do I want to play in Westwood’s goals/activities?

If you’ve never contributed on a regular basis before, please consider doing so this year.  If you tell us your intentions in advance (i.e. pledge), we are able to use that information to plan our expenditures.

If you are already a regular contributor, firstly – thank you for your support in the past!  We hope you are able to continue that support; we sincerely hope that you are able to increase your financial commitment.

If you’re in the lower quartiles, are you ready to move up a quartile?  The cost of one latte a week could potentially move you from the fourth to the third quartile. Would you be willing to put that into a thriving future for Westwood?

Small or large, all contributions help support the community’s activities and aspirations.

Consider,

$10/month pays one month of the telephone bill.

$25/month pays for the compassion bank expenses, or choir’s annual music budget

$30/month keeps our website online.

$40/month provides our staff with WCB protection.

$83/month pays for supplies for the childrens’ program

a quarter a day = $7.50/month = 91.25/year

a loonie a day = $28-31/month = $365/year

…you get the idea…It all adds up!

Thank you for considering what Westwood means to you and how that transforms into a financial commitment.

If you have any questions, please contact Treasurer, Jacqueline Willette, treasurer@westwoodunitarian.ca or other members of the Board board@westwoodunitarian.ca.

What’s My Fair Share? 

It’s not necessarily easy to decide on the right amount to pledge. 

The Suggested Fair-Share Giving Guide offers an interesting perspective to help tackle the question of “how much is right for me?” The guide is progressive i.e.once your basic needs are met, it’s a case of ‘the more you have, the more generous you can afford to be.’

Using the Giving Guide is a simple, 3-step process.

 Step One:  Determine your financial resources.Often we think about our financial resources as a monthly or annual amount and budget our financial commitments accordingly, but you may calculate on any time frame that works for you. For convenience, the guide shows both monthly and annual income levels. Determine what your financial resources are:  $_______/month or $_______/year.

ADD to your income any periodic or unusual income, such as inheritances, business income, anticipated investment income, etc.

SUBTRACT any unusual expenses, such as large medical expenses, care of a parent, or a large financial expense, etc.

Result: $_________ This is your Adjusted Monthly/Annual Income.

Each of us will have our own unique circumstances to consider in making this calculation. The flexibility to include meaningful and unusual exceptions in your financial life (income and expenses) is what makes the Guide fair and useful. This is a tool for you to use in the spirit of the Congregationalist tradition; we are individually and collectively responsible for resourcing our movement and our congregations. This is an honor system; only you know your circumstances.

Step Two:  Consider your commitment and connection to the Westwood community and its activities

In making your decision, review the four commitment levels below and how they relate to your membership. Consider your UU values in thinking about your income and your financial commitment to the congregation, as expressed in the four levels below. Note that within each commitment level, the guide is progressive, with giving levels rising as financial capacity rises.

  • Supporter: The congregation is a significant part of my spiritual and intellectual life and I want to support it. My fair share financial commitment starts at 2% of my income and rises to 6% as my income and capacity rise.
  • Sustainer: The congregation is a central part of my life; I am committed to sustaining the programs and ministries of my congregation. My fair share financial commitment starts at 3% of my income and rises to 7% as my income and capacity rise.
  • Visionary: My commitment is a clear demonstration of the unique importance of this congregation and of my spiritual principles. My fair share financial commitment starts at 5% of my income and rises to 9% as my income and capacity rise.
  • Transformer: I am deeply committed to the congregation; my contribution provides fuel for transformation and is part of my spiritual practices in living out my UU Principles. My fair share financial commitment represents 10% of my income.

Step Three:  Locate your suggested pledge on the chart.

From the Adjusted Monthly Income column, move to the right to find a suggested giving level that you are ready to support, between 2% and 10%, depending on adjusted income and level of commitment. Interpolate between guide levels if needed.

 
   

Supporter

2-6% of Income

 

Sustainer

3-7% of Income

 

Visionary

5-9% of Income

 

Transformer

10% of Income

Adjusted Monthly Income

Approx.

Adjusted Annual Income

 Suggested % of IncomeMonthly
Pledge
 Suggested % of IncomeMonthly
Pledge
 

 

Suggested % of Income

Monthly
Pledge
 Suggested % of IncomeMonthly
Pledge
$1,000$12,000 2%$20 3%$30 5%$50 10%$100
$1,500$18,000 2%$30 3%$45 5%$75 10%$150
$2,000$25,000 2%$40 3%$60 5%$100 10%$200
$3,000$36,000 2%$60 3%$90 5%$150 10%$300
$4,000$50,000 3%$120 4%$160 5%$200 10%$400
$5,000$60,000 3%$150 4%$200 6%$300 10%$500
$6,500$80,000 3%$195 4%$260 6%$390 10%$650
$8,500$100,000 3%$255 5%$425 6%$510 10%$850
$10,000$120,000 3%$300 5%$500 6%$600 10%$1,000
$12,500$150,000 4%$500 5%$625 6%$750 10%$1,250
$17,000$200,000 4%$680 6%$1,020 7%$1,190 10%$1,700
$25,000$300,000 5%$1,250 6%$1,500 8%$2,000 10%$2,500
$40,000$500,000 6%$2,400 7%$2,800 9%$3,600 10%$4,000

Again, Thank You for considering what Westwood means to you and how that transforms into a financial commitment.

If you have any questions, please contact Treasurer, Jacqueline Willette, treasurer@westwoodunitarian.ca or other members of the Board board@westwoodunitarian.ca.

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