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					 DIOCESE OF FORT WORTH
MINISTRY FORMATION DAY
     7 January 2006
  Accountability – the
Foundation of Parishioner
      Ownerships


            Peter M. Flynn
          Diocese of Fort Worth
  Director of Finance and Administrative Services
Basics
 The “people in the pews” (PIPS) make
 everything possible. They can make
 you or break you.
               HOW?
 Through their exercise of Stewardship
   Time
   Talent
   Treasure
Basics (cont)
   The building of a relationship
 with the people in the pews will
 pay dividends over time

   Teaching Stewardship and
 practicing Stewardship solidifies
 a good powerful relationship
Relationship

 “… a state of affairs
 existing between
 those having dealings”
 “… passionate
 attachment”
Trust
 “… reliance on the
 character, ability,
 strength, or truth of
 someone or something”
 “… one in which
 confidence is placed”
Relationships - Diocese
 Diocese Finance Council
 Diocesan Pastoral Advisory
  Council
 Diocesan School Advisory Council
 Diocesan Pastoral Finance
  Council
 Diocesan Building Commission
Diocesan Councils
 Make up is diverse and representative
 Carefully Chosen
 Clear purpose defined
 Public knowledge of members and
  purpose
 Open forum and listened to
 Nothing off limits
Parish & School Councils
 Every entity in the Diocese has been
 asked to structure leadership and
 advisory councils the same way as
 the Diocesan structure

 Staff and Diocesan Council members
 like to visit local council regularly
How to make this happen?
 The rubber hits the road at the parish
 level with the “PIPS” people in the
 pews.

 It begins with the “PIPS” embracing
 the church as their own.

 Ownership is a key element of people
 wanting to protect and invest in their
 church.
Developing Ownership


Collaboration

Providing Resources

Empowerment
Collaboration
 It needs to be nurtured through
 consensus and using the talents of a
 large number of qualified parishioners
 for Advisory Groups on all levels.

   Parish
   School
   Diocesan
Resourcing
 Number one job of Diocesan Offices
 Parishes and schools need to see
  Diocesan Departments as resource
  providers and not obstacles
 Training, policies, procedures and
  manuals can be seen as burdens, but,
  if done correctly, by qualified staff,
  they can be enabling
First Step
 Challenging people in the pews to
  accept and exercise their call to
  discipleship.

 They are the “stakeholders”

 They need to have a conversion to
  Stewardship as a Way of Life
Stewardship

           A
          WAY
           OF
          LIFE
Who is a Christian Steward?
 One who receives God’s gifts
 gratefully, cherishes and
 tends them in a responsible
 and accountable manner,
 shares them in justice and
 love with all, returns them
 with increase to the Lord.
Education and Formation
for Stewardship
 A Major Priority
 A lifelong Process
 A Solid Foundation
 Bishop & Pastor make a complete,
  constant, personal and official
  commitment
 Collaborative Leadership is key
 For Adults, Youth & Children
Types of Stewardship

       Personal

      Corporate
Parish Leadership not Pastor
 Accountability and
 reporting for gifts
 gratefully received from
 members is an important
 responsibility of parish
 leadership
Bishops Pastoral said…

 Pastors and parish
 staff must be open,
 consultative, collegial
 and accountable in
 the conduct of affairs
Bishop Delaney said …

 Openness, honesty
 and transparency are
 the key to sharing
 “ownership” with the
 members of our
 church
Accountability

 “… an obligation
 or willingness to
 accept
 responsibility for
 one’s actions”
Leadership
  > the office or position of a leader
  > capacity to lead
  > the act or an instance of leading

 Bishop First – Pastor Next
 Canon Law clearly places capacity
 Bishop leaders by example
How to be Accountable
 Just as individuals need to be
 accountable for their use the time,
 talent and treasure, so must the
 church

 Accountability can take many forms,
 but regular, systematic and complete
 reporting is critical
Styles of Reports

Verbal
Written
New Methods
Annual Report
 Clear, comprehensive and
  understandable financial information
  must be provided to every parishioner
  by the Diocese, Parish, School or
  agency to which they contribute
 Openness, honesty and transparency
  are the key to sharing “ownership”
  and being accountable to the
  members of our church
Elements of the Annual Report
 Colorful
 Professional
 Comes from the top - Bishop
 Starts with Human Interest Stories
 Provides a vision and road map of
  who the Diocese is through it people
 Account for every penny
 Contains the full audit
Distribution
   Published Annually
   Insert in the Diocesan Newspaper
   Sent to every registered household
   Placed on the Diocesan WEB site
   Sent to Metropolitan Bishop
   Sent to all Bishop of Texas
   Available to answer any questions
St. Vincent de Paul


  Annual Stewardship Report
Report the Crisis
 $ 4,150,000 Settlement
 $ 994,000 Legal Fees
 Statement Published in Every Bulletin
  in every parish
 Published in the Diocesan Newspaper
 Sent to all the local secular
  newspapers
 NOTHING TO HIDE
                        FUNDING THE SETTLEMENT
     How did the Diocese of Fort Worth fund the recent $4,150,000 settlement?
Mr. Peter Flynn, Director of Finance and Administrative Services for the Diocese of Fort Worth, recently
answered questions regarding the funding of a $4,150,000 settlement in a lawsuit from John Doe I and
John Doe II against the Diocese of Fort Worth. The lawsuits involved a former priest of the Diocese of
Worcester, Massachusetts, who worked in the Diocese of Fort Worth from 1988 through 1992. John Doe
I received a settlement of $1,400,000 and John Doe II received a settlement of $2,750,000.

Question:       Does the $4,150,000 represent the total cost of this case to the Diocese of Fort Worth?

Answer:         No. In addition to the settlement amount, there was $994,000 in legal fees associated
with the defense of this case.


Question:       Therefore, the diocese had to pay $5,144,000?

Answer:         No. An insurance policy covered some of the costs, especially legal expenses.
$1,300,000 was paid by Catholic Mutual Group, the insurance group to which the diocese belongs, for the
legal expenses and the remainder toward the settlement.


Question:       Where did the remaining $3,844,000 come from?

Answer:           The Diocese of Fort Worth has an insurance reserve fund which is designed to cover
deductibles on insurance claims and losses above the coverage. While this fund was not large enough to
handle this settlement in total, $2,200,000 was allocated from this reserve fund to fund this settlement.
The remainder of $1,644,000 came from the diocesan quasi-endowment fund.


Question:       What is the quasi-endowment fund and where did the money in the fund come from?

Answer:         During his episcopacy, Bishop Delaney has invested contributions and excess revenue to
provide an additional source of annual income for running the central administrative office of the diocese
and funding special projects. While functioning as an endowment fund it is not legally restricted as an
endowment fund. This money, which is put aside for contingencies, allows the diocese to operate without
passing on to parishes all of its costs.


Question:       Will the diocesan tax paid by each parish increase as a result of this settlement?

Answer:           No. Bishop Delaney is a conservative money manager and has carefully structured the
finances of the diocese with reserves as described above so that no one event will adversely impair the
financial integrity of the diocese, its parishes, schools and other entities.


                                                 (OVER)
Crisis that they need to know
 Cost of Sexual Misconduct Cases
 Cost of Keeping Children Safe
  Programs
 Downturn in economy and it effect on
  Parish, Schools and the Diocese
 Do not pretend that it is business as
  usual
 People read and hear the news!
Report the good stuff
 New building
 Success in the Annual Appeal
 Mission outreach opportunities and
  accomplishments
 Katrina Special Collects
 Katrina Action Opportunities and
  involvements
  Summary
 It has worked in our Diocese
  because:
   we had leadership from the top
   we focus on strengthening the local level
   we know our stakeholders as the PIPS
   Stewardship is accountability
   Every department has a collaborative
    part to make it work
   we have been doing it for 24 years
IT CAN WORK IN ALL
       PLACE


BE GOOD STEWARDS…

           … GOD WILL REWARD
http://www.fwdioc.org
> Administration
> Finance & Administrative
    Services


   How to contact Peter Flynn and were
   to find a copy of this PowerPoint
   presentation?

				
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