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					r aleigh area bishop
       ALFRED W. GWINN, JR.




                              1
to la y and cler gy member s of annual conf e r ence:

The Conference Program, Recommendations and Reports 2008, is an important resource for
you to use as an effective member of the 2008 Annual Conference session at the Greenville
Convention Center in Greenville.

      This will be the only copy of the Conference Program, Recommendations and
Reports you will receive. PLEASE retain and bring this copy with you to Annual
Conference. If you are no longer going to be attending Annual Conference please
pass this book on to the Lay Member from your church/charge.

    CLERGY MEMBERS, Go by the clergy table, located in the Convention Center
Lobby and update your info in the on-line data system for the upcoming 2007 Direc-
tory! Conference Clergy registration will begin at 8:00 am on Wednesday, June 13, 2007 in the
Convention Center Lobby. The Executive Session for all Clergy Members has been scheduled
for 10:00 am in the Greenville Convention Center the same day. Attendance is expected of all
Clergy Members; however, only Full Connection Members and Lay Members of the Board of
Ordained Ministry have vote.

    LAY MEMBERS, Laity Registration will begin at 8:00 am on Wednesday, June 11, 2008 in
the Greenville Convention Center Lobby. There will be a Laity Executive Session for ALL Lay
Members to Annual Conference at 10:00 am in the Greenville Convention Center.

   BREAKFASTS, LUNCHES AND DINNERS WILL NOT BE PROVIDED. However, boxed
lunches or a lunch buffet will be available to purchase from the Hilton on Wednesday, Thursday
and Friday.

    REPORTS AND RESOLUTIONS may be amended on the floor of Conference; however,
the 1996 Annual Conference voted to include a statement in this book urging those wishing to
amend to contact the chairperson/originator of the report/resolution prior to the beginning of
Conference to work out a mutually agreeable revision. For the sake of time management, we
encourage you to adhere to this plan.

    We hope this book will be helpful to you as you participate in the business, worship, sharing
of information and celebration that is a part of an Annual Conference Session. May God bless
us as we work together.

                                                        James L. Bryan, Conference Secretary
                                     Charles Michael Smith, Director of Connectional Ministries
                                           W.L. (Bill) Norton, Jr., Director for Communications

                                                                                                    1
2
             2008
                                                                                     THE CONFERENCE
P R O G R A M , R E C O M M E N D AT I O N S A N D R E P O R T S




                              GREENVILLE CONVENTION CENTER • GREENVILLE , NORTH CAROLINA

                                                                                            11 14 2008
                                                                                       JUNE 11 - 14, 200 8


Produced, Compiled and Edited by:
T h e C o n f e r e n c e S e c r e ta r y ’s O ff i c e
a n d T h e C o n f e r e n c e C o n n e c t i o n a l M i n i s t r i e s Sta ff


Composition and Desktop Publishing in The United Methodist Building by:
Shannon Medlin
C o v e r D e s i g n b y : Rick Clayton, Pastor, Hayes Barton UMC and Jeff McCauley, Graphic Artist, Raleigh, NC
P r i n t e d b y : Malloy, Inc., Ann Arbor, Michigan



                                                                                                                    3
                 Witnessing
                                 …in the      light of God

             Making disciples of Jesus Christ for the transformation of the world

                “Lift high the cross, the love of Christ proclaim till all the world adore his
        sacred name.” United Methodists from across the North Carolina Conference
        gather for a third year in Greenville. Delegates and clergy sing the hymns of
        faith, worship by the waters of baptism and at Table. The conference
        conducts appropriate business, adopts resolutions, and makes appointments.
        During the gathered time delegates and participants experience the witness
        of God’s incredible love lived out in local congregations. The Church
        celebrates its witness of faithful discipleship and its vision to move to all
        corners of the world.
                The Cross lifted high in each session reminds us of our call to be an
        “Acts 2 Church”: Radical Hospitality, Passionate Worship, Intentional Spiritual
        Formation, and Risk-Taking Mission and Ministry to the World. The Church
        meets to affirm our connection in mission and ministry in offering Christ. The
        scriptures shape us as a people and propel us forward for the work of
        building God’s kingdom.
                This is the last year of our Quadrilateral theme: in the light of God. In
        previous years the focus has been: Worshipping, Walking, and Working.
        Witnessing…in
Greenville Convention Centerthe Light of God is the fourth year theme. Placing this in
Greenville, North Carolina
        Wesley’s Quadrilateral – what experiences give evidence of the Holy Spirit
June 13 - 16, 2007
        working in our lives, in our churches, in our conference?
                The conference gathers under the Cross, lifting it high as the
        proclamation of faith, the pathway of service. While we gather, the Cross and
        the flame mark the location of hundreds of United Methodist Churches
        scattered throughout the conference. We depart empowered to take back to
        those places of service a renewed spirit of offering the high calling of God in
        our lives.


       4
                                            TABLE OF CONTENTS
SECTION I -            ORGANIZATION AND DAILY AGENDA
                       ORGANIZATION      AILY GENDA
     CONFERENCE OFFICERS, CABINET AND STAFF .............................................................................. 9
     CONFERENCE ORGANIZATION AND PERSONNEL ........................................................................... 10
     TELLERS ........................................................................................................................... 10
                                                                                                                                  11
     WELCOME .........................................................................................................................
     GENERAL INFORMATION ........................................................................................................ 12
     RULES OF ORDER AND PROCEDURE ........................................................................................ 14
     2008 CONFERENCE GUEST SPEAKERS .................................................................................... 24
     2008 PROGRAM - DAILY AGENDA ........................................................................................... 26

SECTION II -            REPORTS AND RECOMMENDATIONS
                        REPORT         OMMENDA
                                    RECOMMEND


communications circle circle
  ARCHIVES AND HISTORY ....................................................................................................... 32


              circle
episcopal circle ........................................................................................................ 33
   CHRISTIAN AND INTERFAITH UNITY COUNCIL ............................................................................... 33
   CONGREGATIONAL DEVELOPMENT ........................................................................................... 34
   DISTRICT SUPERINTENDENTS, REPORT OF ................................................................................. 34
   MONITORING AND ACCOUNTABILITY .......................................................................................... 41


           dev                     circle
mission de velopment circle .................................................................................. 42
   2009 ADVANCE SPECIALS ..................................................................................................... 43
   CHURCH AND SOCIETY ......................................................................................................... 49
   DISASTER RECOVERY MINISTRIES (M.E.R.C.I) ......................................................................... 51
   EVANGELISM ...................................................................................................................... 52
   HISPANIC MINISTRIES TEAM .................................................................................................... 52
   IMMIGRANT & REFUGEE MINISTRIES ......................................................................................... 54
   MISSIONS TEAM .................................................................................................................. 55
   MULTICULTURAL MINISTRIES ................................................................................................... 56
   PERU COVENANT ................................................................................................................ 58
   UNITED METHODIST WOMEN .................................................................................................. 59


spiritual formation and leadership circle
spiritual for ormation                   leadership circle
   CHILDREN’S MINISTRY TEAM ................................................................................................... 60
   CHRISTIAN EDUCATORS FELLOWSHIP ....................................................................................... 61
   CLERGY CARE .................................................................................................................... 62
   CLERGY COUNSELING AND CONSULTATION ................................................................................ 64
   CAMPUS MINISTRY ............................................................................................................... 65




                                                                                                                                         5
                                       TABLE OF CONTENTS cont...
                                                 ONTENTS
                                                CONTENT

    ITINERANT CLERGY MOVING EXPENSE               ...................................................................................... 69
    LAITY, COMMISSION ON ......................................................................................................... 71
    LAY MINISTRIES OF THE YEAR ................................................................................................. 72
    OLDER ADULT MINISTRIES ...................................................................................................... 74
    SAFE SANCTUARIES        ............................................................................................................. 74
    STEWARDSHIP .................................................................................................................... 75
    UNITED METHODIST YOUTH .................................................................................................... 76
    WORSHIP .......................................................................................................................... 76


resource ministries circle .................................................................................... 77
 esource ministr    tries circle
  DISABILITY CONCERNS .......................................................................................................... 78
  EQUITABLE COMPENSATION, COMMISSION ON ............................................................................. 79
  INCAPACITY, JOINT COMMITTEE ON .......................................................................................... 82
  INSURANCE, COMMITTEE ON .................................................................................................. 84
  PARTNERS IN CARING, NC CONFERENCE ................................................................................... 88
  PENSIONS, BOARD OF .......................................................................................................... 89
  UNITED METHODIST FOUNDATION .......................................................................................... 105


SECTION III -           MISCELL ANEOUS REPORTS
                        MISCELLANEOUS REPORT
    ACADEMY FOR LEADERSHIP EXCELLENCE ................................................................................ 108
    DISCIPLE BIBLE OUTREACH .................................................................................................. 109
    DREW THEOLOGICAL SCHOOL             .............................................................................................. 110
    DUKE DIVINITY .................................................................................................................. 112
    GAMMON ........................................................................................................................ 114
    GOLDEN CROSS ................................................................................................................ 116
    METHOIDST HOME FOR CHILDREN ......................................................................................... 117
    SEJ .............................................................................................................................. 118
    STATISTICIANS REPORT ....................................................................................................... 121
    ZOE .............................................................................................................................. 124




SECTION IV -            ADDITIONAL REPORTS
                        ADDITIONAL REPORT
    FINANCE AND ADMINISTRATION, COUNCIL ON                 ........................................................................... 125




6
N O RT H C A R O L I N A C O N F E R E N C E T H E U N I T E D M E T H O D I S T C H U R C H
or g anization and daily ag enda
org                daily agenda


2008
            •    CONFERENCE OFFICERS, CABINET AND STAFF

            •    C OM M ITTEES AND TELLERS OF
                 THE 2008 ANNUAL CONFERENCE

            •    GENERAL INFORMATION

            •    RULES OF ORDER AND PROCEDURE

            •    CONFERENCE GUEST SPEAKERS

            •    THE 2008 DAILY AGENDA




                                                                                               7
                              j a m e s l . b r y an
                                 C O N F E R E N C E S E C R E TA RY




                                 ly
                           e m i ly i n n e s
                          C O N F E R E N C E LAY LEADER




                                 barry merrill
                             CONFERENCE UNITED METHODIST MEN PRESIDENT




                        av
                a n n d av i s
    CONFERENCE UNITED METHODIST WOMEN PRESIDENT




                                           oy
                                 w i l l d oy l e
                          CONFERENCE YOUTH PRESIDENT




8
          CONFERENCE OFFICERS, CABINET AND S TAFF
CONFERENCE OFFICERS
  ONFERENCE
President ............................................................................................ Alfred W. (Al) Gwinn, Jr.
Assistant to the Bishop .....................................................................................Paul L. Leeland
Executive Director, Connectional Ministries ............................................ Charles Michael Smith
Secretary ......................................................................................................... James L. Bryan
Lay Leader ............................................................................................................ Emily Innes
Conference Treasurer ................................................................................... Christine Dodson
Conference Controller ............................................................................................ Ivanna Cole
Statistician ................................................................................................... George D. Speake
President, Conference UMM ................................................................................. Barry Merrill
President, Conference UMW ................................................................................... Ann Davis
President, Conference UMY ..................................................................................... Will Doyle
Chancellor ....................................................................................................... Wilson Hayman

CABINET MEMBERS
Alfred W. (Al) Gwinn; BU: William H. Gattis; DU: Gray H. Southern; EC: F. Belton Joyner
(Interim);FA: Carol Goehring; GO: Charles (Chuck) M. Cook; GR: Elizabeth (Beth) H. Hood;
NB: Dennis M. Goodwin; RA: Edward F. (Ned) Hill; RO: Leonard Fairley; RM: William C. (Bill)
Simpson, Jr.; SA: Milton H. Gilbert; WI: Timothy (Tim) J. Russell

EXTENDED CABINET MEMBERS
Paul L. Leeland, Asst. to the Bishop; Charles Michael Smith, Executive Director of Connec-
tional Ministries.;Christine Dodson, Conference Treasurer-Business Manager; Stephen C.
Compton, Congregational Development Director;Emily Innes, Conference Lay Leader; Irene
Brownlee, Academy for Leadership Excellence

CABINET OFFICERS
Dean .................................................................................................................. Milton Gilbert
Secretary ........................................................................................................... Woody Wells

SECRETARIAL STAFF MEMBERS
  ECRETARIAL
Assistant Conference Secretary ..................................................................... Stephen N. Little
Assistant Secretaries .......................... Dennis Draper, R. Martin Armstrong III, E. Ray Brooks,
                                                                       Ray Pearce, Dennis Peay,Todd S. Krueger
                                    James Malloy, Duane R. Partin, Jimmy Wooten, Elizabeth Gaines
Information Technology Office ........................................................................... Douglas Ward
Bishop’s Office ................................................................................................... Sandy Smith
Communications Office ..............................................................................LeeAnne Thornton
Conference Rules .......................................................................................Donna Thompson
Conference Secretary’s Office ....................................................................... Shannon Medlin
News Bureau ....................................... Wilburn L. Norton, Jr., LeeAnne Thornton, Taylor Mills
Parliamentarian ................................................................................................... Chuck Cook
Registration & Attendance ................................................................. Ray T. Gooch, Al Hocutt
Transcribing ...... Wanda Casteel/Gayla Collins/Sharon Smith/Eleanor Armstrong/Jennie Taylor
Treasurer’s Office ............................................................................................. Chrisy Powell


                                                                                                                                     9
       2008 CONFERENCE ORGANIZATION AND PERSONNEL
ANNUAL CONFERENCE PROGRAM, COMMITTEE
 NNUAL  ONFERENCE                                                                ON
Area Bishop ................................................................................................................. Alfred W. (Al) Gwinn, Jr.
Conference Lay Leader .................................................................................................................... Emily Innes
Conference Secretary .................................................................................................... James (Jerry) L. Bryan
District Superintendent, Host District .................................................................. Milton Gilbert, Sanford District
Director, Connectional Ministries ................................................................................... Charles Michael Smith
President, UMM ............................................................................................................................... Barry Merrill
President, UMW ................................................................................................................................. Ann Davis
President, UMY ................................................................................................................................... Will Doyle
EX-OFFICIO
Assistant to the Bishop ............................................................................................................. Paul L. Leeland
Annual Conference Music Coordinators ....................................................................................... Brent Hubbell
Assistant Conference Secretary ...................................................................................Stephen (Steve) N. Little
Director for Communications ................................................................................... Wilburn L. (Bill) Norton, Jr.
Chairperson, Commission on Worship ...................................................................................... Johnnie Wright
Stage Manager ........................................................................................................ Samuel (Skip) Williams, Jr.
Conference Theme/Schedule Coordinator .................................................................. Richard (Rick) T. Clayton
Conference Treasurer .............................................................................................................. Christine Dodson
At Large ....................................................................................................................................... LaNella Smith
Lay Leader, Host District ................................................................................................................. Ted Thomas


HEAD USHERS           ................................ Clergy: Jerry Schronce, Jim Whittaker; Lay: Tanya Alvord, Harry Sugg

MEMOIRS, COMMITTEE ON                 ...................................................... The Conference Secretary and the Cabinet
MINUTES, COMMITTEE                ON ....................................................... Gayla Collins,Chairperson;Eldrick R.Davis,
                                                                                                                           Roderic L.Mullen
REGIS TRATION OF
REGISTRA
      TRATION               DELEGATES ......................................................................................... Ray T. Gooch
                            DELEGA


RESOLUTIONS
RESOLUTIONS     & REFERENCE, COMMITTEE ON ........................................... Alan P. Swartz, Chairperson;
                   REFERENCE
Clerical: Steven A. Hickle, Milford Oxendine, Jr.; Lay: Robert C.Frazier, Sr., Robby Lowry, Kathryn Self
                                                         TELLERS
CHIEF CLERICAL TELLER ................................................................................................. F. Bruce Allen
       CLERICAL

CHIEF L AY TELLER           ................................................................................................ Anna Gail Workman

dis tr ict
    trict
distr                                                                 clerical                                                                         lay
                                                                                                                                                       lay
Burlington ........................................................... Scott Finicum ............................................... Shelia Greeson
Durham .............................................................. Pam Gilliam ..................................................Barbara Knopp
Elizabeth City ..................................................... John Dutton .................................................... Charlie Morris
Fayetteville ......................................................... Garry McCaffery ................................................ Jerline Miller
Goldsboro ........................................................... Ed Drew ........................................................... Keith Stewart
Greenville ........................................................... Bill Price ................................................................ Bill Waller
New Bern ........................................................... Kent Smith .......................................................... Ann Kelsey
Raleigh ....................................................................................................................................... Carlin Johnson
Rockingham ....................................................... Diana Killian ..................................................... Jackie Rentz
Rocky Mount ...................................................... Kris Williams ........................................................ Fred Hight
Sanford ............................................................... Chuck Plowman .............................................. Carol Thomas
Wilmington ......................................................... Linda Taylor ............................................................ Jim Bliss

10
Milton H. Gilbert
   SUPERINTENDENT, SANFORD DISTRICT

                                “Lift high the Cross,
                             the love of Christ proclaim
                                til all the world adore
                                  His sacred Name.”

   When George William Kitchen, in 1887, penned the words of one of our
most beloved hymns, “Lift High the Cross,” he was clearly standing on the
shoulders of a “line of splendor,” the people of the Resurrected Christ. I can
not help but think, as I hear the words of this familiar refrain by Kitchen, of the
memory of John Wesley preaching out-of-doors in Bristol, or seeing the Apostle
Paul at the Areogapus hailing the Christ in the midst of first century intellectuals,
or recalling Simon Peter in the Temple proclaiming that this man, “crucified and killed by the hands
of those outside the law,” was raised by God, freeing him from death.

  From the Day of Resurrection to the present the witness to the power of the living Christ has
been the glory, honor, and commission of the Church. Our very charge of a people of God is to:

   “Go therefore and make disciples of all nations, baptizing them in the name of the Father and
of the Son and of the Holy Spirit, and teaching them to obey everything that I have commanded
you.” Matthew 28:19-20

  As the United Methodists of the North Carolina Conference gather once again in Greenville,
North Carolina, the laity and clergy of the Sanford District welcome the members of the Annual
Conference to a time of Holy Conferencing and a time of high spiritual discovery as we seek to be
witnesses of our Holy Christ. May this week together truly be a time of great fellowship, inspiring
proclamation, and healthy debate as we embrace our roots of United Methodism.

  The laity and clergy of the Sanford District are honored to host this Annual Conference of the
North Carolina Conference, as we seek to be in ministry with you during this week. Please call on
any of the designated ushers to help assure that this time of conferencing is a time of profound
encounter with the Living Christ.

 Shirley Erena Murray, rewrote parts of the original hymn, “Lift High the Cross,” penned by George
Kitchen. Her first verse is our call to conferencing as she wrote:
                        “Come, Christian people, sing your praise, shout!
                        If we are silent, even stones cry out.”

  May we truly be a people who witness to the Light of God in our time!


                                                                      Milton H. Gilbert, District Superintendent
                                                                              Clergy and Laity, Sanford District




                                                                                                             11
                                     GENERAL INFORMATION
N AME T AGS - V OTING
                 TING

     All nametags are white with a colored lanyard.     The lanyard colors indicate the following and assist the tellers
with counting any necessary votes that are taken. PLEASE WEAR YOUR NAME TAG and LANYARD AT ALL TIMES.
UPON LEAVING ANNUAL CONFERENCE, PLEASE TURN YOUR LANYARD IN AT THE REGSITRATION DESK or
designated boxes located at the Exit doors when you leave Annual Conference.
       lay members,    larg members
blue - lay members, at large members
     (Vote on all deliberations/measures other than clerical license, ordination, and reception, except those who are lay
members of the Board of Ordained Ministry, See ¶602.6)
                             minist ers
blue - deaconesses, diaconal minis t ers
     (As lay members of the Conference, they have same voting rights as lay members)
r ed - clerical members (deacons/elders) in full connection
       clerical members (deacons/elders)
     (Vote on all matters of the Annual Conference other than in election of lay delegates to SEJ and General Confer-
ences, See ¶602.1a)
g reen - associat e/probationary members, par t time/full time local pas tors
                  e/probationar
         associate/probationary members, part                        pastors
     (Part Time/Full Time Local Pastors under appointment and Associate/Probationary members vote on all matters
except constitutional amendments, election of delegates to SEJ/General Conferences, ordination, character, and
conference relations of clergy, See ¶602.1b, c, d)
y ellow - Student Pas tors, Int er im Supplies, Members of Ot her conferences, aff iliat es
  ellow Student Pas ors, Inter
                   ast          erim            Members               erences, affiliates
                                                           Other confer
     (These have no vote and have no voice unless granted on the floor of the Conference, except for Student Pastors, who
have a voice but no vote. See ¶341.7)
black - official s taff members
black off        staff members
     All staff available for your assistance will be wearing black lanyards.
     (These have no vote and have no voice unless granted on the floor of the Conference.)


R EGIS TRATION
       TRATION

     Registration will be held in the lobby of the Greenville Convention Center. Registration stations will open at 8:00 am on
Wednesday, June 11. The phone number of the Registration area is (252) 355-6478 and will be in service from June 11 -
June 14, 2008.
R EGIS TRATION I NS TR UCTIONS
       TRATION NSTR TRUCTIONS

     If for any reason the elected Lay Member can no longer be seated at the Annual Conference, s/he is responsible
for passing on the Name Tag, Conference Program, Recommendations and Reports, and any other program materials
to the Alternate Lay Member. If you have to leave early to return home, you are asked to turn in your materials to the
Registration Table in the Greenville Convention Center Lobby. The Alternate Member can then go there, identify him/
herself, and obtain these credentials to use while serving as the Lay Member.
C ONFERENCE S ESSIONS
     All business sessions will be held at the Greenville Convention Center
R EPOR T S
  EPORT      AND   R ESOLUTIONS
                     ESOLUTIONS

     Although these may be amended on the floor of Conference, the 1996 Annual Conference
voted to include a statement in this book urging those wishing to amend to contact the chairperson/originator of the
report/resolution prior to the beginning of Conference to work out a mutually agreeable revision. For the sake of time
management, we encourage you to adhere to this plan.
     The 1998 Annual Conference voted to present all resolutions to the Conference Secretary’s Office 30 days prior to
the beginning of Annual Conference.




12
M EAL S
     There will not be any meals provided by the NC Annual Conference for Members of the Conference.


F IRST AID
  IRST

     A First Aid Station is provided and is located in the Greenville Convention Center.


T ELEPHONES
     Pay telephones are available in the Greenville Convention Center.
     Telephone service is available in each residence hall room if you bring your own telephone. Only local calls are
free. You must use a calling card or credit card to make long distance phone calls from your dorm room.


M USIC
     Our appreciation is extended to the NC Conference Chapter of the Fellowship of United Methodists in Worship,
Music and Other Arts for the music ministry at the Annual Conference.


O FFERINGS
     The first offering will be received on Wednesday afternoon and will be utilized for SEJ Lake Junaluska Dam Repair
Project.
     The second offering will be received on Thursday evening for The Advance.
     The third offering will be received on Friday evening for Laity Ministries.


P ERSONS W ITH S PECIAL N EEDS
1.   HEARING ASSISTANCE - If request is made PRIOR TO JUNE 1 to the Director of Communications, Bill Norton, an
assistive listening system will be available at the Registration Tables for use during the Conference.


2.   SIGN LANGUAGE - If request is made PRIOR TO JUNE 1 to the office of Director of Connectional Ministries,
Charles Michael Smith, an interpreter for the deaf will be made available at special times during Conference.


3.   SPANISH TRANSLATION - If request is made PRIOR TO JUNE 1 to the office of Director of Connectional Ministries,
Charles Michael Smith, an interpreter will be made available at special times during Conference.


F LOWERS     FOR   T HE C ONFERENCE
                          ONFERENCE

    The flowers on the stage are given in honor of Bishop and Mrs. Alfred Wesley Gwinn, Jr. and in memory of Rev. Dr.
Jerry Lowry.




                                                                                                                        13
                       Rules of Order and Procedure
SECTION I: RULES OF ORDER AND PROCEDURE
1. Applicability and Amendment of these Conference Rules
   A. The current edition of Robert’s Rules of Order, Newly Revised shall apply to any situation
      not covered by these rules.
   B. If any part of these rules conflicts with the current edition of the Book of Discipline of the
      United Methodist Church, the Book of Discipline shall prevail.
   C. These rules of order and procedure for the North Carolina Annual Conference of the
      United Methodist Church shall apply to the annual conference as regularly scheduled and
      to all called sessions of the North Carolina Annual Conference. * [See note at end of
      Conference Rules]
   D. These rules of order and procedure may be amended by a two-thirds (2/3) vote on the next
      day after a proposed amendment has been presented in writing.
   E. These rules of order and procedure of the North Carolina Annual Conference shall be
      come effective immediately upon adoption by the Annual Conference.
2. Motions, Amendments, Reports and Resolutions
   A. Main motions presented to the Annual Conference shall be in writing and placed in the
      hands of the Conference Secretary prior to, or immediately following, presentation.
   B. Reports, recommendations, and resolutions coming from boards, agencies and
      committees of the Annual Conference to be included in the Book of Reports and Recom-
      mendations (“BOR”) shall be sent to the Conference Secretary, typewritten or in a format
      acceptable to the Conference Secretary, on or before the deadline set by the secretary and
      published in the Annual Conference calendar.
   C. Resolutions to be presented to the annual conference, other than those coming from boards,
      agencies, and committees, shall be submitted to the Conference Secretary and the chair
      person of the Committee on Resolutions and Reference in a format acceptable to the
      Conference Secretary not less than thirty (30) days prior to the opening of the annual
      conference*. This advanced submission is intended to allow time for review by the
      Conference Secretary, the Committee on Resolutions and Reference, and all members of
      the Annual Conference. Within ten days after the mailing of the BOR, the Conference
      Secretary may receive additional resolutions germane to issues contained in the BOR. In-
      dividuals and non-official organizations may submit only one resolution for consideration.
      These resolutions shall be provided to the members of the Annual Conference at the
      Clergy Executive Session and the Lay Member Executive Session of the Annual
      Conference.
   D. The Committee on Resolutions and Reference shall schedule all properly presented resolu-
      tions for consideration by the Annual Conference. The scheduling of resolutions from
      Conference boards or agencies will not constitute a recommendation for approval, disap-
      proval or referral. Any resolution coming from a source other than an Annual Conference
      board or agency will be reviewed by this committee, which shall then recommend to
      the Annual Conference approval, disapproval, or referral to another board or agency. With
      each report the Committee on Resolutions and Reference shall state the rationale for the
      recommendation.
   E. A resolution is considered “presented” to the Annual Conference when it is distributed in
      Annual Conference publications, or distributed to members on the floor of the annual


14
       conference after authorization by the Conference Secretary or the Assistant Secretary,
       and chairperson of the Committee on Resolutions and Reference. The expense for
       distributed copies shall be borne by the agency or person originating the resolution, and all
       copies distributed shall indicate the source of the resolution. No resolution shall be
       voted on unless it has been presented at least twenty-four (24) hours in advance. All
       resolutions shall be referred to the Committee on Resolutions and Reference, which shall
       report to the annual conference* daily.
   F. Any report, recommendation, resolution, or motion requiring funding beyond the Annual
       Conference budget as presented by the Council on Finance and Administration shall be
       submitted in writing to the Conference Secretary with copies for all the lay and clergy
       members of the Annual Conference. Any such report, recommendation, resolution, or
       motion shall be presented at the annual conference* on one day and considered the
       next day. No such report, recommendation, resolution, or motion shall be distributed
       later than the second night of the annual conference. All such reports, recommenda-
       tions, resolutions, or motions shall be referred to the Annual Conference Council on
       Finance and Administration.
3. Speeches
   A. Speeches shall be limited to three (3) minutes except by consent of the Annual
       Conference.
   B. A member may speak only once on any motion until all who desire to speak have done
       so, and then he/she may speak only one additional time.
   C. The chairperson of an agency or someone designated by him/her shall be allowed to
       speak last on his/her report even though the previous questions have been ordered.
4. Voting
   A. All votes shall be cast in the bar of the annual conference.* The Annual Conference
       shall determine the bar of the annual conference at the beginning of the first session.
   B. A count vote may be ordered or called by any member of the Annual Conference sup-
           ported by one-fifth (1/5) of the members present and voting.
5. Election of Delegates to General and Jurisdictional Conferences
   A. All votes shall be cast using the official ballot cards authorized by the Annual
       Conference. Voting for all lay and clergy delegates to General and Jurisdictional
       Conferences shall be by secret ballot.
   B. Prior to the convening of any annual conference* that will elect delegates to General and
       Jurisdictional Conferences, the Conference Secretary will publish eligibility requirements
       and voting procedures for election of delegates.
   C. Different colored ballot cards will be provided for lay and clergy members.
   D. The names of persons receiving less than ten (10) votes shall not be reported to the
       Conference.
   E. Five alternates to Jurisdictional Conference shall be elected.
   F. Invalid ballot cards
       1) Each round of balloting shall be numbered consecutively, and the chair shall
           announce the number of the ballot. Only ballot cards with the proper number affixed
           shall be valid.
       2) Defaced ballot cards will be considered invalid. If a member defaces a ballot card, it
           may be exchanged for an undamaged one at the Conference Secretary’s desk.


                                                                                                 15
        3) An electronic ballot card will be considered invalid if it is not marked
             clearly and darkly with a number 2 pencil or black pen.
        4) A ballot card will be considered invalid if it has more or less than the number of votes
             permitted on that particular ballot.
        5) A ballot card will be considered invalid if it indicates a vote for a person already
             elected.
        6) A ballot card will be considered invalid if it indicates a vote for someone not eligible.
        7) A ballot card will be considered invalid if it shows that a member has voted more
             than once on the same ballot card for one candidate.
6. Episcopal Nominations
    At the conclusion of an Annual Conference that conducts elections for clergy and
lay delegates to General Conference and Jurisdictional Conference, the entire newly
elected Delegation (clergy and laity) will meet. The first clergy elected will be acknowl-
edged as an automatic nominee for bishop. Other nominations will be received from
members of the delegation. (All nominees must meet the qualifications for bishop
established by the Southeastern Jurisdiction and by The United Methodist Church.) As
soon as possible, officers of the Delegation, and/or those whom they designate, will
contact the nominees and give them three weeks to discern God’s will for their minis-
tries. Those who accept nomination must submit, by July 15, a one-page biographical
statement to the Delegation Secretary, who will distribute all such statements to all
members of the Delegation. Before September 1, the Delegation will meet and engage
the nominees. This day of discernment will include each nominee: making a presenta-
tion (10 minutes), responding to a set of questions composed by the Delegation offic-
ers or those whom they designate (10 minutes), responding to questions from the
floor of the meeting (10 minutes), and offering closing remarks (1 minute). Immediately
after meeting with the nominees, the Delegation will vote, perhaps several times, by
written ballot. The nominee, who earns the Delegation’s endorsement, must receive at
least 60% of the votes cast. If after 5 votes the Delegation present has not cast 60% (or
more) of its ballots for one nominee, the Delegation and the Annual Conference will not
endorse an episcopal nominee in that election cycle. At the Annual Conference imme-
diately before Jurisdictional Conference, the Delegation’s nominee will make a brief
speech and be endorsed (or not) by vote of the Annual Conference; endorsement by
the Annual Conference requires at least 60% of the votes cast. If after 3 votes the
Annual Conference members present have not cast 60% (or more) of their ballots for
one nominee, the Annual Conference will not endorse an episcopal nominee in that
election cycle. A nominee endorsed by the Annual Conference becomes the Annual
Conference’s nominee for bishop. This policy becomes effective August 1, 2008.
SECTION II : DISTRICTS
                     TRICTS
                  ISTRICT
1. Number of Districts
    A. The number of districts shall be twelve. A motion to change the number of districts
        must be presented in writing, and must be considered no sooner than the day following
        its introduction. Any change in the number of districts shall be approved at one annual
        conference to take effect at the next annual conference.*




16
2. District Conferences
   A. A district conference may be held annually in each district.
   B. The district conference, if one is held, shall be composed of members as determined and
      specified by the Annual Conference giving attention to inclusiveness. The members shall
      include all North Carolina clergy members within the district, including retirees; district
      trustees; district presidents of the United Methodist Youth Fellowship, the United Methodist
      Men, and United Methodist Women; lay members of the Annual Conference; the Lay
      Leader of each local church; and up to ten at-large members appointed by the District
      Superintendent to insure inclusiveness. The business of the district conference shall be in
      accordance with 2004 Book of Discipline paragraph 656-657.
3.    The Annual Conference shall elect the district Lay Leaders annually, upon nomination by
      each District Superintendent and the Annual Conference Lay Leader.
SECTION III : CONFERENCE STRUCTURE
                 ONFERENCE       TRUCTURE
1. The membership of the Annual Conference is to be as outlined in the complete Lay/Clergy
   Equalization Plan found in the 1991 Journal pages 400 – 01.
2. Committees and Boards
   A. Tenure for membership for all persons on boards, agencies, commissions,
      committees, and ministry groups shall be four years with possibility of re-election for a
      second four-year term.
   B. The Annual Conference Board of Trustees shall meet at least twice a year at times and
      places designated by the board. The annual meeting shall be held either at the annual
      conference* or within thirty (30) days prior thereto.
   C. There shall be a Program and Planning Committee for the annual conference consisting
      of the Bishop; Assistant to the Bishop; the Conference Secretary; Conference Treasurer;
      the host District Superintendent; the Annual Conference Lay Leader; the Annual Conference
      Presidents of the United Methodist Men, United Methodist Women, the United Methodist
      Youth Fellowship; the Executive Director of Connectional Ministries, and other persons
      selected by the Bishop. The committee shall determine the compensation and expense for
      invited speakers, who shall be paid from the annual conference expense fund. The
      committee will receive invitations and may also make recommendations for the site of the
      annual conference.*
   D. On a rotating basis the Cabinet will designate a district each year as the host district for
      the annual conference. The host district will be responsible for ushers, flowers, and
      other similar items of hospitality related to the annual conference.*
   E. The Commission on Worship, the Conference Secretary and the District Superintendents
      shall provide for all the details of the Memorial Service. The Conference Secretary shall
      serve as the chairman of this group.
   F. There shall be a Committee on Daily Minutes elected each year to examine and edit the
      daily minutes of the annual conference.*
   G. There shall be a Committee on Appeals appointed quadrennially, composed of five members
      whose duties shall be to hear appeals from the decisions of the several District Boards of
       Church Location and Building, or any other questions that may properly come before it.




                                                                                               17
   H. There shall be a Committee on Annual Conference Rules, which shall provide to the
       Annual Conference a document of Rules of Order and Procedure, and the policies, standing
       rules and structure that the Annual Conference from time to time may adopt. This document
       shall be presented at the opening of the first session of each annual conference.*
   I. There shall be a Committee on Resolutions and Reference which shall perform the
       duties assigned to it in the section of these rules titled “Motions, Amendments, Reports
       and Resolutions.”
   J. There shall be a North Carolina Annual Conference Board of Institutions, Inc. which shall
       have the responsibility, upon consultation with the Annual Conference Commission on
       Higher Education and Campus Ministry, the Annual Conference Commission on Health
       and Human Services, or the North Carolina United Methodist Commission on Outdoor
       and Camping Ministries, Inc., as appropriate, for nominating and electing forty (40) percent
       of all voting members of each of the boards of trustees of the affiliated institutions with the
       exception of the Methodist Retirement Homes, Inc. The North Carolina Annual Conference
       shall elect the trustees of the North Carolina Annual Conference Board of Institutions, Inc.
       in staggered four-year terms. (See 1992 Journal, page 320.) No person may serve on
       more than one board of trustees of the institutions for which the Annual Conference elects
       trustees.
3. The Annual Conference structure is diagramed on page 185 in the 2000 Journal and what
   follows here is the revision approved in 2006.
   A. Structure Review Team: This team will annually evaluate the conference structure for
       effectiveness and faithfulness to the vision and mission of the Annual Conference,
       working in concert with the Connectional Table to propose changes in structure as
       needed. Ten persons, one from each Circle of Ministry plus the Bishop, Executive
       Director of Conference Connectional Ministries, and the Conference Lay Leader, plus
       two at-large members, will be elected by the conference.
   B. NC Annual Conference Connectional Table
       1. The Connectional Table will provide a forum for the understanding, casting forth, and
           implementation for the vision of the conference. It shall be the place where ministry
           and money come to the same table to coordinate the mission, ministries, and
           resources of the conference.
           It will be the link among the Circles of Ministry (Communications, Episcopal, Mission
           Development, Resource Ministries, and Spiritual Formation & Leadership
           Development) and the agency to which they report. It will provide the primary place
           in the conference for joint planning and priority setting. It shall report and be
           amenable to the Annual Conference Session.
           Its essential functions are to:
           a. discern and articulate the vision of the conference
           b. provide stewardship of the mission, ministry, and resources of the
              conference and provide fiscal responsibility and establish policies and
              procedures to carry out the mission
           c. collaborate with the Council on Finance and Administration by:




18
           1)      communicating the vision and priorities of the conference in
                   preparation of budgets for apportioned funds that come before the
                   Annual Conference Session
           2)      setting allocations of budget requests within totals as recommended by
                   the Council on Finance and Administration the Annual Conference
                   Session
           3)      as defined in paragraph 613 of The Book of Discipline 2004, the
                   Connectional Table and the Council on Finance and Administration will
                   work to achieve consensus concerning total funds allocated to program
                   agencies
        d. enable the flow of communication among the boards and agencies through the
           Circlesof Ministry.
   2. Membership: Meeting on a quarterly basis, membership shall consist of 38 voting
        members:
        a. Chairs of the five Circles of Ministry
        b. Chairs of eleven boards, agencies, and committees as proposed to the Annual
           Conference Session each year by the Conference Committee on Nominations
        c. Presidents of UM Men, Women, and Youth or their designee
        d. Extended Cabinet Members—Conference Lay Leader, Executive Director of
           Conference Connectional Ministries, Assistant to the Bishop, Executive Director
           of Congregational Development, Conference Treasurer, and one District
           Superintendent
        e. The Bishop
        f. Twelve Members-at-Large
        g. In addition, Conference Staff Directors shall have voice but not vote.
C. Five Circles of Ministry-The agencies, boards and commissions defined by the current
   edition of the Book of Discipline will organize themselves according to the requirements
   outlined therein and will connect through the circles of ministry. The circles of ministry,
   using task forces or standing groups to plan and implement ministry and mission, will
   organize ministry areas not prescribed by the Book of Discipline. Circles of ministry will
   organize, plan, lead, and evaluate, as they live out the vision embraced by the
   Conference. Circles of ministry are accountable to the Connectional Table for holding up
   and living out the vision affirmed by the Annual Conference, and for faithfully presenting
   ministry needs to the Connectional Table. Each circle of ministry will organize itself and
   will determine its schedule of meetings, meeting at least once a year during the
   Conference year. Membership in the five circles of ministry will be for one four-year
   term with the option to extend for an additional four-year term, using staggered classes
    to provide continuitywithin the ministry area.
1) Spiritual Formation and Leadership Development Circle—This circle of ministry will
   encompass the work of all Christians, lay and ordained, taking care to carry forward the
   work of Christian nurture and spiritual formation, including the work of the United Methodist
   Youth.




                                                                                             19
   2) Mission Development Circle—This circle of ministry will carry forward the work of
      witness, outreach/missions, and social justice, including the work of the United
      Methodist Women and United Methodist Men.
   3) Episcopal Circle—This circle of ministry will encompass the work of the Bishop and Cabinet,
      Annual Conference program, ecumenism, Christian unity, congregational development,
      monitoring and accountability, and nominations.
   4) Resource Ministries Circle—This circle of ministry will encompass the work of the
      Conference Treasurer’s office, insurance, disability, trustees, pensions, equitable
      compensation, finance and administration.
   5) Communications Circle—This circle of ministry will carry forward the work of archives and
      history, information systems, the Conference web site, service, publications, electronic
      reporting, and other services to link the local church, the Annual Conference, and the
      world.
4. Annual Conference Officers
   A. The Annual Conference Lay Leader shall be elected quadrennially at the first annual
      conference* after General Conference. This nomination will be made in joint session of the
      Board of Laity Executive Committee and Cabinet. The nomination is to be made no later
      than October of the year prior to General Conference. Should a vacancy occur at any other
      time, it shall be filled by the same procedure, with the nominee serving as Lay Leader until
      a Conference Lay Leader is elected at the next annual conference. The Annual Conference
      Lay Leader shall serve as the chairperson of the Commission on Laity.
   B. There shall be a Director of Ministerial Relations/Assistant to the Bishop with such
      duties and responsibilities as determined by the Annual Conference or assigned by the
      presiding Bishop.
   C. There shall be an Executive Director of Conference Connectional Ministries.
     D. There shall be an Conference Treasurer/Business Manager.
     E. The Annual Conference Secretary
        1) The position of Annual Conference Secretary shall be continued on a part-time basis
           with those duties stipulated by the current edition of the Book of Discipline of the United
           Methodist Church and the North Carolina Annual Conference, with adequate funding
           provided.
        2) The Conference Secretary shall be elected at the beginning of each quadrennium, at
           the first annual conference* after the General Conference of the United Methodist
           Church.
        3) The responsibilities of the Conference Secretary shall be defined by the current edition
           of the Book of Discipline of The United Methodist Church and as follows:
           (a) to edit, print, publish and distribute the Annual Conference Journal, Annual
               Conference Directory and Annual Conference Book of Recommendations and
               Reports;
           (b) to provide for the Local Entertainment Committee any necessary information pertinent
               all persons (guests, members, and alternates) to be invited and entertained, including
               persons arriving early at the annual conference site;
            (c) to provide member registration cards with complete information, by districts;



20
         (d) to serve as a member of the Annual Conference Program Committee;
         (e) to compile and print the Memoirs and to plan the Memorial Service, with
             assistance from the Bishop, the Cabinet and the Commission on Worship;
         (f) to provide a packet for members attending the annual conference*with
             necessary materials, including name tags;
         (g) to assist with the preparation of ordination credentials and other documents, and
             to arrange for the class photos of those persons to be ordained or commis-
             sioned, in coordination with the Administrative Assistant to the Bishop and the
             Board of Ordained Ministry;
         (h) to provide necessary office equipment and supplies during the annual
             conference* for the following offices: the Bishop, the Conference Secretary, the
             Cabinet, the Cabinet Secretary, the Statistician, the Treasurer, and the United
             Methodist Office of Information;
         (i) to nominate secretarial staff, and to assign and supervise their work;
         (j) to compile a list of lay members and alternates for the Journal;
         (k) to keep accurate alphabetical and chronological rolls of ministers, including
             records relating to their careers, their surviving spouses and their children;
         (l) to provide required statistical information for general church agencies;
         (m)to serve as Annual Conference archivist and as custodian of historical
             artifacts and information relating to antecedent Annual Conferences;
         (n) to receive and retain surrendered clergy credentials;
         (o) to perform other duties stipulated by the Annual Conference.
5. The Annual Conference Statistician
      A. The position of Annual Conference Statistician shall be continued on a part-
         time basis with those duties stipulated by the current edition of the Book of
         Discipline of The United Methodist Church, with adequate funding provided.
      B. The Conference Statistician shall be elected at the beginning of each quadrennium, at
         the first annual conference* following the General Conference of The United Methodist
         Church.
6. Compensation: The Council on Finance and Administration shall determine, subject to the
   approval of the Annual Conference, the compensation given officers for their services, as well
  as the methods and amounts for meeting expenses of these officers. The Conference Treasurer
  shall pay these amounts.
SECTION IV: F IN ANCIAL A DMINIS TRATION
                 ANCIAL
               INAN              TRATION
                          DMINISTRA
  1. The Conference Treasurer and all others receiving and disbursing funds from
       the Annual Conference shall be required to make audited statements annually, which
      the Conference Secretary will make available.
  2. The Council on Finance and Administration shall present the budget for adoption at the
      annual conference* only after all other matters having claims on the budget have been

       presented.




                                                                                              21
  3. Each District Superintendent shall send to the Conference Treasurer, as early as
      possible following the completion of the charge conferences, an official copy of the
      amounts budgeted by each local church for Annual Conference apportionments, and to
      the Bishop a schedule of the amounts budgeted by each local church for clergy salaries.
  4. All remittances to the Annual Conference shall be made to the Conference
      Treasurer.
  5. Each table of the reports, Tables I, II, and III, shall be completed for individual
      churches.
  6. Tables II and III shall be completed in even dollars only.
  7. Tables I, II, and III shall be printed in the Annual Conference Journal with individual
      church reports and charge totals as compiled by the Conference Statistician from each
      pastor’s reports.
          V:
SECTION V: THE ANNUAL CONFERENCE JOURN AL
                      NNUAL      ONFERENCE OURNAL
  1. The Annual Conference shall publish a one-volume Journal of the North Carolina
      Annual Conference each year.
  2. The Conference Secretary shall be charged with the responsibility of editing and making
      contracts for the publication of the Annual Conference Journal, in keeping with
      regulations of the General Conference and of the Southeastern Jurisdictional
      Conference. The editor shall have full authority to condense reports, memoirs, and other
      papers when necessary.
  3. One complimentary copy of the Annual Conference Journal, published on a compact
      disk, shall be sent to each of the following: the Annual Conference claimants, widows
      and widowers, the educational and church-related institutions of the North Carolina
      Annual Conference, and lay members and clergy members of the Annual Conference.
      The Conference Secretary shall have discretionary authority to send copies to such
      other institutions and agencies of the General Church. Hardbound copies may be
      purchased from the Conference Secretary’s Office at a price based on actual costs
      and to be determined by the Conference Secretary. Monies accruing from the sale
      of the Journal shall be deposited with the Conference Treasurer and credited to the
      Journal account.
SECTION VI: DISPL AYS AT THE ANNUAL CONFERENCE
                 ISPLA               NNUAL      ONFERENCE
  1. Display space shall be allocated by the Conference Secretary only to those agencies,
      boards, commissions, groups or circles of ministry that are officially sanctioned by the
      North Carolina Annual Conference or by the General Conference of The United
      Methodist Church. “Officially sanctioned” is defined as having direct, official
      endorsement from the General Conference of the United Methodist Church or the

      North Carolina Annual Conference.




22
2. No board, agency or similar official group granted display space or similar privileges shall
   offer its display space to a group or agency that is not officially sanctioned by the General
   Conference of the United Methodist Church or the North Carolina Annual Conference.
3. Space may be provided in a separate “Ministry and Advocacy” area adjacent to the
   meeting place of Annual Conference for groups not officially sanctioned by the North
   Carolina Annual Conference or by the General Conference of The United Methodist Church
   but that are of interest to the members of the Annual Conference. Display tables and similar
   matters related to the Ministry and Advocacy area shall be allocated by the Conference
   Secretary.

                                                              Donna Thompson, Chairperson
                                                 James L. Bryan, Annual Conference Secretary




*A note on usage in this document:

   ·    The terms “North Carolina Annual Conference,” “Annual Conference,” or “Conference”
       [note the capital letters] refer to the North Carolina Annual Conference of the United
       Methodist Church. These terms refer to an organization.
   ·   The term “annual conference” [in lower-case letters] refers to the yearly assembly,
       usually occupying four days in June, at which the North Carolina Annual Conference
       gathers to worship God and conduct business. This term [not capitalized] refers to this
       yearly, multi-day convention.
       The term “session” refers to one meeting of the North Carolina Annual Conference
       occurring on any part of one of those days or to a meeting on a single day for a special
       or called session. For example, the minutes often refer to the “morning session of the
       first day of the annual conference” or to the “evening session of Friday of annual
       conference.” This document avoids the common practice of using the phrase “the
       annual conference session” to refer to the whole week of meetings in June. This
       document’s usage would designate that whole series of meetings as “the 2006 annual
       conference,” or “the 2009 annual conference,” for example




                                                                                             23
                           GUEST SPEAKERS/PREACHERS

Ben Witherington
     PROFESSOR, ASBURY THEOLOGICAL SEMINARY

    Bible scholar Ben Witherington III is Professor of New
Testament Interpretation at Asbury Theological Seminary in
Wilmore, Kentucky. A graduate of UNC, Chapel Hill, he went on
to receive the M.Div. degree from Gordon-Conwell Theological
Seminary and a Ph.D. from the University of Durham in
England. He is now considered one of the top evangelical
scholars in the world, and is an elected member of the
prestigious SNTS, a society dedicated to New Testament
studies.

    Witherington has also taught at Ashland Theological Seminary, Vanderbilt University,
Duke Divinity School and Gordon-Conwell. A popular lecturer, Witherington has presented
seminars for churches, colleges and biblical meetings not only in the United States but also
in England, Estonia, Russia, Europe, South Africa, Zimbabwe and Australia. He has also led
tours to Italy, Greece, Turkey, Israel, Jordan, and Egypt.

    Witherington has written over thirty books, including The Jesus Quest and The Paul
Quest, both of which were selected as top biblical studies works by Christianity Today. He
also writes for many church and scholarly publications, and is a frequent contributor to the
Beliefnet website.

    Along with many interviews on radio networks across the country, Witherington has been
seen on the History Channel, NBC, ABC, CBS, CNN, The Discovery Channel, A&E, and the
PAX Network.


Leonard Sweet
     PROFESSOR, DREW THEOLOGICAL SCHOOL

   Dr. Leonard Sweet is founder and president of SpiritVenture Ministries and serves as
the E. Stanley Jones Professor of Evangelism at Drew Theological School in Madison,
New Jersey. He is also a distinguished visiting professor at George Fox University in
Newberg, Oregon. Prior to this he served as Vice President of Academic Affairs and
Dean of the Theological School at Drew University for five years. Previous to Drew Dr. Sweet served for eleven
years as President and Professor of Church History at United Theological Seminary, Dayton, Ohio.

   Dr. Sweet is the author of more than one hundred articles, 600 published sermons and over twenty books,
including The Three Hardest Words, Out of the Question…Into the Mystery, and most recently The Gospel
According to Starbucks (2007). He is a frequent speaker and conversation partner at conferences both in the
U.S. and around the globe. In both 2006 and 2007 he was voted “One of the 50 most influential Christians in
America.




24
                           GUEST SPEAKERS/PREACHERS

Marcia McFee
    AUTHOR, WORSHIP DESIGINER

    Marcia McFee is an author, worship designer and leader, professor,
preacher and artist. Her engaging and interactive style has been
called ”refreshing,” “inspiring,” and “unforgettable.” Marcia combines her
background and experience in professional companies of music, theater
and dance with a variety of worship and preaching styles in order to bring
a fresh experience of the Gospel to each worship setting. Marcia has
provided worship design and leadership at numerous national,
jurisdictional and annual conference gatherings and is currently serving as
the Worship Director for General Conference 2008.

    Marcia’s passion for helping the church to worship God fully is especially directed toward the education of
local congregations. She travels extensively in order to teach regional workshops that are accessible to
congregational leaders and worship teams. She also holds continuing education and retreat opportunities
called “Elevation!” in her home town of Lake Tahoe (register for the June 16-20 event at
www.marciamcfee.com). Participants have commented that these workshops are inspirational as well as
practical, no matter the “style” of worship practiced. Dr. McFee received a Master’s of Theological Studies
degree at Saint Paul School of Theology with a concentration in Preaching and Worship and a Ph.D. in
Liturgical Studies at the Graduate Theological Union. She has been a guest lecturer and adjunct faculty at
eight seminaries and served as the North Texas Conference Consultant on Worship & the Arts. Marcia was
born in Fayetteville, North Carolina!




                                                                                                            25
             2008 ANNUAL CONFERENCE PROGRAM - DAILY AGENDA
                          ONFERENCE PROGRAM DAIL AGEND
                  ANNUAL CONFEREN                AILY GENDA
                        WEDNESDA        11
                        WEDNESDAY, JUNE 11, 2008

MORNIN G
MORNING
10:00 AM      GREENVILLE CONVENTION CENTER
              THE EXECUTIVE SESSION FOR CLERGY (ROOMS D                       & E)
              ........................................................................................   BISHOP AL GWINN, PRESIDER
              OPENING HYMN
              WORD OF CHALLENGE           .............................................................................. BISHOP GWINN
              PASSING OF THE CHARACTER OF THE CLERGY
              BOARD OF ORDAINED MINISTRY ................................................................... ELDRICK DAVIS
              PARTNERS IN CARING         .................................................................................. SALLY BATES
              CLERGY HEALTH INITIATIVE         ............................................................................... JOE MANN

10:00 AM      GREENVILLE CONVENTION CENTER
              THE EXECUTIVE SESSION FOR ALL LAITY (ROOMS A                      & B)
              ................................................................................................ EMILY INNES, PRESIDER

12:15   PM    HILTON
              EXTENSION MINISTRY LUNCHEON
a FTERNOON
  FTERNOON
1:30 PM  GREENVILLE CONVENTION CENTER
         OPENING WORSHIP SERVICE - HOLY COMMUNION
         .......................................................................... BISHOP AL GWINN, PRESIDER/PREACHER
         ................................................................... MARCIA MCFEE, WORSHIP AND MUSIC LEADER
                        (SPECIAL OFFERING - LAKE JUNALUSKA DAM RESTORATION)

3:00 PM       OPENING HYMN - AND ARE WE YET ALIVE
              CALLING THE CONFERENCE TO ORDER .......................................................... BISHOP GWINN
              ORGANIZATION OF THE CONFERENCE
                  1. ROLL CALL AND MOTIONS OF ORDER .............................................. JAMES L. BRYAN
                  2. COMMITTEE ON CONFERENCE RULES ........................................... DONNA THOMPSON
              WELCOME ............................................................................................ MILTON GILBERT
              QUADRIENNIAL ELECTION OF CONFERENCE SECRETARY AND STATISTICIAN
              RECOGNITION OF SPECIAL GUESTS ............................................................... BISHOP GWINN
              UNITED METHODIST PUBLISHING HOUSE             ........................................................... CINDY KEEN
              REPORT OF GENERAL CONFERENCE DELEGATION                   ............................ PAUL LEELAND/EMILY INNES
              NOMINATIONS .................................................................................... CHARLES M. SMITH
              CF&A REPORT .......................................................... FERRELL BLOUNT, CHRISTINE DODSON
                 QUADRIENNIAL ELECTION OF CONFERENCE TREASURER
              THE DUKE ENDOWMENT/THE THRIVING RURAL CHURCH INITIATIVE                            ............................. JOE MANN

5:00 PM        ADJOURNMENT FOR DINNER




26
WEDNESDAY EVENIN G
WEDNESDA EVENING
7:30 PM    GREENVILLE CONVENTION CENTER
           A SERVICE OF COMMISSIONING AND ORDINATION
             ......................................................................... BISHOP AL GWINN, PRESIDER/PREACHER
             ................................................................... MARCIA MCFEE, WORHSIP AND MUSIC LEADER
                                                   (SEE WORSHIP BULLETIN)

                                    THURSDAY, JUNE 12, 2008
                                    THURSDA        12,
MORNIN G
MORNING
7:30 AM    HILTON    - BALLROOM NUMBER B
           EARLY MORNING COMMUNION


8:00 AM    GREENVILLE CONVENTION CENTER
           BIBLE STUDY LEADER ...................................................................... BEN WITHERINGTON III
           WORSHIP AND MUSIC LEADER          ..................................................................... MARCIA MCFEE

8:45 AM    BOARD OF ORDAINED MINISTRY ................................................................... ELDRICK DAVIS
           RECOGNITION OF FIRST TIME LOCAL PASTORS ............................. BISHOP GWINN/ELDRICK DAVIS
           EPISCOPACY COMMITTEE        .......................................................................... CASHAR EVANS
           TRUSTEES ............................................................................................. CASHAR EVANS
           BLACK COLLEGE FUND AMBASSADOR ......................................................... TATENDA MUJENI
           LAITY AND CLERGY EVANGELISM AWARD ............................................................ TIM REAVES
           CHURCH &SOCIETY/KAY AND JACK CRUM AWARD ................................................ KEN RIPLEY
           INSURANCE ....................................................................................... GRAY SOUTHERN

12:00 NOON          ADJOURNMENT FOR LUNCH


AFTERN OON
AFTERNOON
1:30 PM    GREENVILLE CONVENTION CENTER
           SAFE SANCTUARIES COMMITTEE       ...................................................... DOROTHY FUNKHOUSER
           ACADEMY FOR LEADERSHIP EXCELLENCE ................................................... IRENE BROWNLEE
           DISCIPLE BIBLE OUTREACH ............................................................................ MARK HICKS
           GOLDEN CROSS ................................................................................ RICHARD VAUGHAN
           CHRISTIAN UNITY DIALOGUE .................................. LAURIE HAYS COFFMAN/PAUL STALLSWORTH
           COMMITTEE ON RESOLUTIONS AND REFERENCE, REPORT 1 ................................ ALAN SWARTZ


5:00 PM        ADJOURNMENT FOR DINNER


EVENING
7:30 PM    GREENVILLE CONVENTION CENTER
             CELEBRATION OF THE       60TH ANNIVERSARY OF THE ADVANCE
                                      (SPECIAL OFFERING - THE ADVANCE )




                                                                                                                            27
                                         FRIDAY, JUNE 13, 2008
                                         FRIDA        13,

MORNIN G
MORNING
7:30 AM    HILTON    - BALLROOM NUMBER B
           EARLY MORNING COMMUNION


8:00 AM    GREENVILLE CONVENTION CENTER
           BIBLE STUDY LEADER ...................................................................... BEN WITHERINGTON III
           WORSHIP AND MUSIC LEADER            ...................................................................... MARCIA MCEE


8:45 AM    STATISTICIAN’S REPORT.......................................................................... GEORGE SPEAKE
           UNITED METHODIST FOUNDATION .................................................................... LYNN JAMES
           EQUITABLE COMPENSATION .................................................................... JOHNNIE WRIGHT
           MISSIONS/KEY TAYLOR AWARD ..................................................................... STEVE TAYLOR


ORDER OF THE DAY
10:45 AM   ALL SAINTS CELEBRATION             - MEMORIAL SERVICE
             ........................................................................................ BISHOP AL GWINN, PRESIDER
             ............................................................................................. LISA YEBUAH, PREACHER
12:00 NOON     ADJOURNMENT FOR LUNCH
               BOARD OF PENSIONS LUNCHEON AT HILTON


AFTERN OON
AFTERNOON
1:30 PM    GREENVILLE CONVENTION CENTER
           ORDER OF THE DAY
           RETIREE RECOGNITION SERVICE
             ........................................................................................... GLEN EVERETT, PREACHER

           BOARD OF PENSIONS ................................................................................. DON PHILLIPS
           HIGHER EDUCATION AND CAMPUS MINISTRY ..................................................... CARL FRAZIER
           COLLEGE PRESIDENTS RECOGNITION ............................................................. CARL FRAZIER
           ACTS2 CHURCHES .....................................................................................................
           COMMITTEE ON RESOLUTIONS AND REFERENCE, REPORT 2 ................................ ALAN SWARTZ


4:00 PM    ORDER OF THE DAY
                                                      CELEBRATION OF THE LAITY
           BOARD OF LAITY REPORT .............................................................................. EMILY INNES
           UNITED METHODIST MEN ........................................................................... BARRY MERRILL
           UNITED METHODIST WOMEN     ............................................................................ ANN DAVIS
           UNITED METHODIST YOUTH ............................................................................. WILL DOYLE
           LAY SPEAKING MINISTRIES ........................................................................... LINDA HARRIS
           LAY MINISTRIES OF THE YEAR ......................................................................... EMILY INNES




28
5:00 PM    ADJOURNMENT FOR DINNER

           FRIDAY EVENING
           FRIDA EVENING
7:30 PM    GREENVILLE CONVENTION CENTER
           LAITY LEADERSHIP EVENT
           ........................................................................................................ LEONARD SWEET
                                       (SPECIAL OFFERING - LAITY MINISTIRES )

                                     SATURDAY, JUNE 14, 2008
                                       TURDA
                                     SATURD         14,
MORNIN G
MORNING
7:30 AM    HILTON   - BALLROOM NUMBER B
           EARLY MORNING COMMUNION


8:00 AM    GREENVILLE CONVENTION CENTER
           CF&A, DECISION ON BUDGET ............................................................... FERRELL BLOUNT
           NOMINATIONS .................................................................................... CHARLES M. SMITH
           CONCLUDING OF AC BUSINESS
           BRIEF RECESS


           WORSHIP AND SENDING FORTH


           THE LOVE FEAST .......................................................................................... ,PRESIDER


           FIXING OF APPOINTMENTS AND SENDING FORTH      ............................... BISHOP GWINN, PRESIDER
           CLOSING HYMN      - GOD BE WITH YOU TILL WE MEET AGAIN
           BENEDICTION
           ADJOURN




                                                                                                                              29
     N O RT H C A R O L I N A C O N F E R E N C E T H E U N I T E D M E T H O D I S T C H U R C H
          reports and recommendations
           eport      recommendations

     2008
                 •    COMMUNICATIONS CIRCLE
                       OMMUNICA      CIRCLE
                      ARCHIVES AND HISTORY, COMMISSION


                 •    EPISCOPAL CIRCLE
                           OPAL CIRCLE
                      EPISCOP
                      CHRISTIAN AND INTERFAITH UNITY COUNCIL
                      CONGREGATIONAL DEVELOPMENT
                      DISTRICT SUPERINTENDENTS, REPORT OF
                      MONITORING AND ACCOUNTABILITY


                 •            DEVELOPMENT CIRCLE
                      MISSION DEVELOPMENT CIRCLE
                      2009 ADVANCE SPECIALS
                      CHURCH AND SOCIETY
                      DISASTER RECOVERY MINISTRIES (M.E.R.C.I)
                      EVANGELISM
                      HISPANIC MINISTRIES TEAM
                      IMMIGRANT AND REFUGEE MINISTRIES
                      MISSIONS TEAM
                      MULTICULTURAL MINISTRIES
                      PERU COVENANT
                      UNITED METHODIST WOMEN




30
•   SPIRITUAL FORMATION AND LEADERSHIP CIRCLE
               ORMATION
     PIRITUAL FORMA                    CIRCLE
    CHILDREN’S MINISTRY TEAM
    CHRISTIAN EDUCATORS FELLOWSHIP
    CLERGY CARE
    CLERGY COUSELING AND CONSULTATION
    CAMPUS MINISTRY
    ITINERANT CLERGY MOVING EXPENSE
    LAITY, COMMISSION ON
    LAY MINISTRIES OF THE YEAR
    OLDER ADULT MINISTRIES
    SAFE SANCTUARIES
    STEWARDSHIP
    UNITED METHODIST YOUTH
    WORSHIP




•   RESOURCE MINIS TRIES CIRCLE
    RESOURCE MINISTRIES CIRCLE
    DISABILITY CONCERNS, COMMITTEE ON
    EQUITABLE COMPENSATION, COMMISSION ON
    INCAPACITY, JOINT COMMITTEE ON
    INSURANCE, COMMITTEE ON
    PARTNERS IN CARING, NC CONFERENCE
    PENSIONS, BOARD OF
    UNITED METHODIST FOUNDATION




                                            31
a r c h i v e s a n d h i s t o r y, c o m m i s s i o n o n
       T h e s p r i n g m e e t i n g s o f t h e C o m m i s s i o n a n d t h e H i s t o r i c a l S o ciety were held in Raleigh, NC at
the Jenkins Memorial United Methodist Church April 14, 2007. According to a report in the North Carolina Conference
Christian Advocate, the church was organized in 1878 with the name Brooklyn Methodist Church. In 1906, the church
was relocated to its present site and was named Jenkins Memorial Methodist Church in honor of the Rev. John W.
Jenkins, the founder and first superintendent of the Methodist Orphanage. More recently, it is noted that for the first
two years, the church was named Wills Hill Methodist Church.

     We were truly inspired by the history of this congregation shared by Mr. I. Lynn James, Director of the United
Methodist Foundation, Inc. and a church member. The Rev. Linda E. Harris is the pastor. We were heartily greeted by
members of the congregation and a delightful meal was provided at the church before we began the Commission
meeting in the afternoon. We reviewed the work of our Commission and discussed the information received from Dr.
Linda Addo about a revised edition of To Be Faithful to Our Heritage, the history of the Black Methodist congregations
in North Carolina prior to 1968.
     The SEJ Historical Society meeting for this year was held in conjunction with The United Methodist Church - Sixth
Historical Convocation, Celebrating the Charles Wesley Tercentenary, at the National 4 – H Youth Conference Center
in Chevy Chase, Maryland, July 20-22, 2007. The sponsoring groups were: General Commission on Archives and
History, The Historical Society of The United Methodist Church, The Charles Wesley Society, The SEJ Historical
Society, World Methodist Council and Wesley Theological Seminary. There were four in attendance from the North
Carolina Conference- Vivian Mitchell, John Mitchell, Becky Warren and Arthur Warren.
     We are glad to report additions to our collections, furnishings and equipment for the Archives. Fifty-seven Methodist
history books were received from the Ohio Wesleyan/ Ohio Conference to add to our holdings. A stand and digital
camera for the copying of documents and books in digital form is in place along with new shelving for our collection of
conference journals. The Saddlebags, the Newsletter of the Society and Commission is published bi-annually through
the efforts of our conference staff, Laura Bailey and Linda Smith.
     The fall meeting of the Commission was held at Murfreesboro United Methodist Church on September 21, 2007 in
Murfreesboro, NC. The business of the Commission was conducted with mention of the Training Workshops for local
church historians being offered at the District Leadership Workshops as needed and also participation in the
Workshops offered at Lake Junaluska in October 2007. Six individuals were in attendance at the Workshops in
October. We will offer scholarships for registration to the Fall Training at Lake Junaluska, which is scheduled every
other year, as available. Beverley Pierpoint shared about work on local church pictorial histories and completion of A
Journey Back: Historic Oak Grove, Northhampton County, NC. She updated and discussed how we might include
Junior Historians in the work of historical preservation to get youth interested and involved.
     The spring 2008 meeting location is John Wesley UMC, Fayetteville. Trinity UMC, Durham will be the location for
the fall 2008 meeting. We will continue to offer grants to Rehoboth and Whitakers Chapel for maintenance of these
historic properties and contribute to the Heritage Center Endowment at Lake Junaluska, the Archives of the
Southeastern Jurisdiction, as funds are available.
        The meeting of the NC Conference Historical Society was held, September 22, 2007 at Murfreesboro UMC.
President Rev. Para Drake led the meeting. A program was presented by Mrs. Jayne Hill Wolfskill on the history of
Murfreesboro UMC from the research of Mrs. Doris M. Ferguson and Rev. W. Allen Wentz, Jr., pastor from 1971-1976.
The church celebrated its 200th Anniversary on October 24, 2004, based on Journal records of the travels of Bishop
Francis Asbury in the area between 1801 and 1805. Geraldine Harris, church historian, prepared a display of local
history for our guests to enjoy. The day was part of the local celebration of the 10th Anniversary of the Brady C. Jefcoat
Museum of Americana located in the Old Murfreesboro High School Building. A tour of the Murfreesboro Historic
District was awaiting the Society participants and was led by Dick Hammel.




32
   We invite the local churches of the NC Conference to continue the ministry of history by preparing faithful disciples
of the Lord Jesus Christ and to enable healthy congregations for the future.


                                                                                      W. Arthur Warren, Jr., Chairperson



                                             episcopal circle
    The Episcopal Circle has accomplished numerous areas of the mission/ vision of the North Carolina Annual
Conference of the United Methodist Church- Healthy Congregations and effective leaders in every place making
disciples of Jesus Christ for the transformation of the world, – through Ministerial Relations, Annual Conference
program, Nominations, congregational development, Christian unity and Interreligious Concerns, Monitoring and
accountability, Cabinet Representatives, and Episcopacy Committee.
    The Episcopal Circle has been pressing our teams on to reach out to the mission, “to listen to, prayerfully
consider, and offer insight to the Bishop, and to receive and implement tasks of his special interests.” The Episcopal
Committee had evaluated the leadership of the Bishop and met Mrs. Gwinn at the residency of the Bishop to share
and discuss any concerns that she might have and the mission and ministry of Jesus Christ at the North Carolina
Annual Conference. The Members of the Episcopal Circle are thankful and grateful to God for Bishop Gwinn and his
leadership at our Annual Conference. God has been great and we are looking forward to seeing greater things in God
through the Bishop and the cabinet.


                                                                                           Kong Namkung, Chairperson


c h r i s t i a n a n d i n t e r fa i t h u n i t y c o u n c i l
    Through our common faith, we are members together in the Body of Christ. This is a basic theological
understanding of Christian unity. With other Christian communions, United Methodists declare the essential oneness
of the Church in Christ—which finds expression in scripture, the sacraments of Baptism and Holy Communion,
hymnody, liturgies, and the historic creeds; and is experienced in joint ventures of worship, ministry and various forms
of ecumenical cooperation and dialogue. Responsibilities of the Christian & Interfaith Unity Council are listed in ¶ 641
of the 2004 Book of Discipline, and our work is done in connectional relationship with the General Commission on
Christian Unity & Interreligious Concerns.
    During 2007, four Council members were able to attend the 2007 National Workshop on Christian Unity in
Washington, D.C., an ecumenical dialogue annually hosted by the Roman Catholic Church, with ten participating
communions. In recent years, ecumenical ties between the UMC/Episcopal Church (USA) and UMC/ELCA
(Evangelical Lutheran Church in America) have been strengthened through establishment of Interim Eucharistic
Agreements. Studies for both relationships are available. Make Us One With Christ (available through Cokesbury), and
Confessing Our Faith Together (available through the General Commission website www.gccuic.org) explore
Episcopal/UM and ELCA/UM relationships respectively. The Council also rejoices in the con-celebration of Eucharist at
our 2007 Annual Conference in Greenville, as The Rt. Rev. Clifton Daniel III, bishop of the Episcopal Diocese of East
Carolina presided at
Christ’s table alongside Bishop Al Gwinn, at our bishop’s invitation.
    We also encourage the study of documents related to our beliefs as United Methodists in the ongoing ecumenical
process, in particular This Holy Mystery and By Water and the Spirit, which deepen the understanding of our UM
beliefs regarding Holy Communion and Baptism. In 2008, the Council has planned a workshop which will explore a
recent study entitled In One Body Through the Cross: The Princeton Proposal for Christian Unity, calling for a deeper
grounding of Christian unity in “faith and order.”



                                                                                                                      33
We continue to be represented in the ongoing Episcopal/UM dialogue, led through the years by Rev. Dr. F. Belton
Joyner and Dr. Pat Page, and in the House of Delegates of the NC Council of Churches.
     Through our ministry funded by the Conference, we seek “to advance and strengthen ecumenical and
interreligious commitments that are essential to the Gospel of Jesus Christ, by forming and inspiring the clergy and lay
leadership within the Annual Conference.”


                                                                                             Randy Innes, Chairperson



co n g r e g a t i o n a l de v e l o p m e n t
     The Book of Discipline of the United Methodist Church 2004 states that the “mission of the church is to make
disciples of Jesus Christ,” and that “local churches provide the most significant arena through which disciple-making
occurs.” The North Carolina Conference has taken seriously this charge and over the past decade has provided
leadership to the general church as we sustained growth in professions of faith, new membership, and worship
attendance.
     It is the function of the Commission on Congregational Development, and the associated Office of Congregational
Development, to aid congregations and their lay and clergy leaders in creating strong and effective churches.
Annually, new churches, and older churches of all sizes, are assisted with vision and mission planning, staff
development, lay and clergy leadership development, building committee organization, and evangelism and outreach
instruction. Each year about one hundred churches are assisted, most of them small membership in size, and this
was again the case in 2007. In 2007, the Office of Congregational Development co-sponsored with Windsor United
Methodist Church located in the Wilmington District an event for small membership churches called Fan the Flame.
This event will be supported again in 2008.
     The Office of Congregational Development continues to provide demographic research for local churches, districts
and conference agencies. Data for these studies are supplied by MissionInsite, Inc. and the Office of Research for the
General Board of Global Ministries at no cost to conference users.
     In forty years, sixty-five attempts have been made to plant new churches within the bounds of the North Carolina
Conference. These churches have been started in city settings, growing suburban communities, and rural
communities. Membership in these new churches includes persons who are affluent, middle class, and poor, Anglo,
Hispanic-Latino, African-American, Korean, Native American, and African. More than 72% of these attempts have
been successful. In 2008, several more new churches will be planted following appointments to be announced by
Bishop Gwinn at the conclusion of annual conference.
     The Ten Dollar Club is administered by the Office of Congregational Development. The Club’s loyal members
continue to provide funding to underwrite grants to new churches for land purchase and first building construction.


                                                                                           Allen Bingham, Chairperson
                                       Stephen C. Compton, Executive Director, Office of Congregational Development



d i s t r i c t su p e r i n t e n d e n t s , re p o r t of
burlington district
     The district has sought to be attentive to the Reign of God in this part of the NC Conference. Eighteen persons
attended the first annual Peace Conference at Lake Junaluska. Eleven persons (laity and clergy) are being trained
and supervised by Plow Point Ministries to become Congregational Health Specialists to work with congregations in
strategic planning and addressing systemic conflict.   District clergy meetings have informed us around new Pastoral
Care Initiatives, led by Susan Dunlap of Duke Divinity School, and the awareness of special needs of victims of

34
domestic abuse-violence. The Christian Education intern coordinated an event for adult youth workers on “Mentoring
Youth toward Christ” with Professor Fred Edie of Duke Divinity School. The formerly closed Christ Church in Graham
is now being occupied by The Mosaic Center, an ecumenical ministry to serve the needs of children and families,
including after-school care, ESL classes, and computer labs. The more visible location doubled the number of families
served. The confirmation retreat at Camp Chestnut Ridge served approximately 90 youth. Two congregations with
Duke Endowment assistance have new additions: Prospect UMC – fellowship hall and Evergreen UMC—food pantry
facility. Two locations (Cedar Grove UMC and Camp Chestnut Ridge) received grants from the Valparaiso Project for
environmental and stewardship initiatives. One new full-time charge alignment has been established—Chestnut
Ridge and Clover Garden. Saxapahaw UMC is becoming full-time after being a student appointment. Two
congregations celebrated historic anniversaries: Hillsborough UMC (200 years) and Amity UMC (50 years). Fifty-one
of the 56 charges paid 100% of the connectional, mission apportionment, for a 96.6% district pay-out. The Christmas
offering supported the Angel Tree project for inmate families and the construction of the Peace Chapel at Orange
County Correction Center. Scholarships were given by the Board of Laity to three persons who are preparing for the
ministry. To paraphrase the words of Dr. Martin Luther King, Jr., “We are not what we can be…but neither are we
what we have been!”
                                                                                      Bill Gattis, District Superintendent


Durham District
    The Durham District has experienced growth in attendance and a resetting of missional goals in the past year.
Those exciting developments promise blessings for years to come.
Durham District churches have been addressing their spiritual vitality by examining their worship services and
considering what new offerings to make. We have given new intentionality to developing the lifelong practices of
spiritual formation that define and develop a Christian into maturity. We are about the work of mission and hospitality.
    In the past year, the Durham District has offered a mission trip to the Mississippi Annual Conference to continue
Katrina recovery. Union Grove Church and the Rougemont Charge, along with other district congregations, were
awarded a community-wide recognition for their work in feeding the homeless on Highway 15/501. Several area
United Methodist churches worked together to build a Habitat for Humanity House, one in a series of United Methodist
efforts. The Brookland/Brooksdale Charge continues its work to open a transitional home for people recovering from
domestic violence. Resurrection Church has taken the lead in a community healing ministry called “Butterfly House”.
    Shepherd’s House, a church made up largely of expatriate Africans, continues to lead the way as an example of a
missional congregation that, in turn, is in mission to us. Durham Hispanic Ministries and Cristo Vive are re-forming
and has a new task force to head it. Lakewood Church, which is to close, will be the base for a new outreach ministry
in its neighborhood. The Duke Divinity School has given leadership to a variety of continuing education events in our
district and continues to provide leadership for our churches through student-pastors who are enrolled there and
through its various programs designed to strengthen local churches.
    Mt. Zion Church celebrated the completion of its new fellowship hall and classroom addition, already in use as
part of its childcare ministries. Banks Church built a new parsonage. Reconciliation Church celebrated its tenth
anniversary and will soon build its own permanent facility. Several other churches have begun building projects,
including Union Chapel following its August 2007 fire which destroyed its 138 year old sanctuary. Yet, Union Chapel
continues to serve and has become a beacon of hope for its community, a Christian church where ministry continues
during their rebuilding.
    I want to thank all those who have welcomed me to join in these ministries and rejoice with them that the Lord has
strengthened us to serve together. It is a joy to be among the great people of the Durham District and I am thankful for
this opportunity to serve.

                                                                              H. Gray Southern, District Superintendent


                                                                                                                       35
fa y e t t e v i l l e di s t r i c t
     For the Fayetteville District 2007 was a year of celebration and fruitful ministry. Seeds of faith sown years ago are
producing fruit in a number of congregations:
         •    Solid Rock UMC was chartered on 3/25/07 with 330 members and 7 baptisms;
         •    Cornerstone UMC observed the 10th anniversary since her charter;
         •    Cornerstone pastor Kong Namkung launched a service for Korean speaking persons on Easter Sunday,
              the 10th anniversary of the church;
         •    Rev. Chad Pullins was appointed to start a new congregation in South Fayetteville.
     Across the District churches have addressed facility needs:
                  Hay St. and Haymount moved into newly constructed fellowship and classroom buildings;
                  John Wesley UMC voted to sell their parsonage and St. Andrews UMC approved the purchase of a
                  new parsonage;
                  Steeples were erected at Andrews Chapel and Harry Hosier churches;
                  Hope Mills burned the note on their activity building.
     Ministry and mission are flourishing in the District:
                  Two mission teams rebuilt homes damaged in Hurricane Katrina in Mississippi;
                  A Parish Nurse is helping our clergy become healthier, achieving balance and better spiritual and
                  physical health, and congregations benefit from the ministry with workshops and programs tailored
                  to their needs;
                  Churches that have embraced the Acts 2 model for ministry are practicing radical hospitality,
                  passionate worship, intentional spiritual formation and risk-taking ministry for the transformation of
                  the world;
                  Solid Rock was designated one of the Thriving Rural Congregations in the NCC and they open the
                  church to visiting ministry teams on 5th Sundays for worship and workshops;
                  Parker UMC is led in worship on 5th Sundays by the youth;
                  At Harry Hosier a confirmation class was added to the already full slate of opportunities for faith
                  development;
                  Cornerstone Church began a ministry to Hispanic persons in Hoke Co., extending the love of Christ
                  through activities and services for the whole family, and Solid Rock’s ministry of outreach called
                  Martha’s Place provided food for 425 weekly, as well as, clothing, school supplies, and other
                  assistance.
     The congregations of the Fayetteville District continue to grow in the likeness of Jesus Christ whose grace
enlivens and sustains us. God is good!

                                                                                Carol Goehring, District Superintendent



gr e e n v i l l e d i s t r i c t
     Jesus said, “I am the vine, you are the branches. Those who abide in me and I in them bear much fruit, because
apart from me you can do nothing.” (John 15:5)
     United Methodist Christians in the Greenville District have been faithful and fruitful. On any given weekend, the
churches of this district will average 6,402 persons in worship. In the last statistical year, 212 persons made a first-
time confession of faith in Jesus Christ. We have lived out our faith in discipleship as we have generously given our
prayers, presence, gifts, and service. As a district we have partnered to support several ministries.




36
     In an effort to create a home away from home for young adults, District Advance Funds have undergirded ministry
to college students through The Wesley Foundation at East Carolina University. Numerous churches have hosted The
Wesley Singers and supported them with love offerings to supplement their spring mission trip. Contributions of
school supplies and monetary Christmas offerings have extended our Latino-Hispanic ministry (Unidos por Cristo) in
Grimesland. Several congregations and clergy of the Greenville District purchased and packaged thousands of meals
for Operation Sharehouse, who distribute the nutritional meals to people in need world-wide. One such effort brought
together one hundred and twelve people (ranging in age from 4-90 years old) from among eight small membership
churches of Martin County (Holly Springs, Robersonville, Jamesville, Siloam, Stokes, Vernon, Bethel, and Williamston:
First.) This group collected $5,000 in Lenten offerings to purchase and package 25,000 meals for Operation
Sharehouse. Similar events will occur later in the year.
    We have reached out to the hungry, the marginalized, the imprisoned, and those seeking a relationship with Christ
and His Church. Jarvis Memorial UMC in Greenville sponsored “One Day with God Camp”, which created an
opportunity for prisoners to visit, play, and worship with their children. Salem UMC in Simpson, NC entered into Phase
I of an expansion project, which will create a community playground and walking trail. First UMC in Washington has
plans to renovate existing educational space and building new facilities to accommodate a growing worshipping
community.
With gratitude to God for the gift of Jesus Christ, the laity and clergy of the Greenville District will seek to grow in grace
and bear much fruit.


                                                                                      Beth Hood, District Superintendent

r a l e i g h di s t r i c t
    Throughout the Raleigh District, congregations have embraced the mission statement of the North Carolina
Conference to “make disciples of Jesus Christ for the transformation of the world.” In many exciting and Spirit-filled
ways we see congregations being transformed through their offering of radical hospitality, passionate worship,
intentional spiritual formation, and risk-taking mission and ministry. As individuals and congregations are being
transformed, the communities in which the they are located are catching a glimpse of the light of Christ which dispels
the darkness.
    In the past year, four gifted servants of the Church, two clergy and two lay-persons, have been identified as
BriDGE partners. They have begun their initial training in preparation for work in local congregations. In the months to
come the BriDGE Team will be available to churches to assist in strategic visioning, vision implementation, and
processing and healing conflict.
    Again this year, a number of congregations participated in a year-long stewardship training and implementation
program which was offered in the district. There was a year-long event intended to assist churches in identifying and
inviting people into ministry. The Raleigh District, along with the Academy for Leadership Excellence, sponsored a Day
Apart for clergy and laity with Don Cousins.
    Two new congregations were launched in the Raleigh District, All Saints and Wakefield United Methodist
Churches. Both are showing significant strength in worship attendance as well as in mission and ministry. Local
churches in the district and beyond have offered financial and spiritual support. There is reason for great celebration
and thanks for what God is doing in these two new congregations.
    Knightdale United Methodist Church has begun construction of the first phase of their relocation. When
construction is completed they will have significantly more space, a more accessible location, and lots of room to
grow! Agape Korean United Methodist Church is anticipating the sale of their current church location and the
purchase of an existing church facility in Cary. This will give them much needed space in this fast-growing
congregation.



                                                                                                                           37
     In so many places in the Raleigh District lives are being changed more and more into the likeness of Jesus Christ.
To God be our praise and thanks!


                                                                                         Ned Hill, District Superintendent

ro ckingham dis trict
     “See The Possibilities, Live The Promise,” despite very challenging economic times the laity, pastors, and local
churches of The Rockingham District strive to live into the above vision statement. The district has been daily under
girded by the strong and vital prayers of “The Rockingham District Intercessory Prayer Team.” This team has invited
pastors and local churches too share in a deeper prayer life by hosting the first district prayer conference. The fruit of
this prayer ministry can be seen in many areas of our work together they include but are not limited to the following:
     Rockingham District Partners In Ministry- local churches in each sub-district partnering together to support,
encourage, resource, and work side by side to ensure that every local church has the opportunity to be in ministry and
mission. The partners in ministry teams are working in three key areas. Y.E.S. - Youth Empowered To Succeed
Leadership Program. R.O.A. R.-Rockingham District Outreach and Recovery, this team will work on substandard
housing within the bounds of the district. Finally, the partners in ministry will work to establish The Rockingham District
Data Base Center of resources and services.
     Local Churches that are involved in significant building programs are: Beauty Spot, New Zion, and New Hope.
Sandy Plains has just completed a state of the art day care facility.
     The laity, pastors, and churches of the district have not allowed the challenges to cause them to lose the focus of
reaching people with the gospel. We continue to be faithful to the Wesleyan call to social witness through a number
of district mission projects that have been completed or are under way that include: Habitat homes in Scotland, and
Richmond Counties, a new Asbury Home in Pembroke. The district has completed renovations on a home in
Laurinburg under the leadership of ROAR, and is now ready to receive applications for other substandard houses to
work on. The district is in the process of finalizing plans for a second trip to Mississippi.
     The people called Methodist in The Rockingham District believe that God will supply every need as we attempt to
meet the challenges and opportunities that come to us. The possibilities are unlimited, and we believe our best years
are not behind us they are in front of us.


                                                                                 Leonard Fairley, District Superintendent


r o c k y mount d i s t r i c t
     The seventy-eight churches of the Rocky Mount District showed growth in membership, mission outreach,
evangelism and giving. This district was one of two in the Annual Conference to meet its mission and outreach giving
in full with every church fulfilling their apportionments by 100%. The Warrenton Charge was divided with Wesley
Memorial and Macon now designated as station appointments.
     The Rocky Mount District enjoys a multi-cultural expression both in its clergy and membership in the churches. La
Estrells Respandeciente, a Latino faith community, provides English as second language classes, tutoring for middle-
schoolers, and children’s programming as well as a growing attendance at lively worship services. Two charges,
Norlina and Northampton, have assisted their pastors to return to Korea with their families to renew their visas
enabling them to return and continue their ministry here in this district.
     The District Trustees, utilizing funds from closed churches, assisted the Winstead UMC with a grant secured by
deed of trust in the amount of $225,000 to help them purchase a new, fourteen-acre site on Airport Rd. Extension in
Wilson. Services have been held on the new site with plans for re-locating within the next five years.




38
    The District has had building projects at Pleasant Grove (Northampton Co.) with a new fellowship hall; Bailey, with
the completion of its renovation of facilities; Zion (Northampton Co.), with a wheel chair elevator; Warrenton: Wesley
Memorial, with construction of a new entrance way; West Nash, with a new parsonage; Pleasant Hill, with renovation
of facilities; First Church, Rocky Mount, with the purchase of a building in downtown Rocky Mount for use in youth
ministries, scouting and Christian education; Sandy Cross, with the purchase and renovation of a house for use as a
new parsonage; Littleton, with the purchase of a new parsonage; and, extensive renovation of the facilities at La
Estrella Resplandeciente. Through a grant from the Duke Endowment and one from the District, with the help of
volunteer labor the building at Stanhope was completely renovated.
    In January, the District Superintendent, Dr. Simpson, took his sabbatical. For two months he served as country
director for the Kingdom of Cambodia for the General Board of Global Ministries. A work team from the district went to
Chon Buri, Thailand, to visit the First United Methodist Church of Thailand, sponsored by the district, and then to Sri
Lanka, to work with a Christian church in that nation.
    The Rocky Mount District pastors voted to engage in a program of wellness and health designed and implemented
by one of the pastors. This will involve emphasis on healthy diet and regular exercise.


                                                                                  Bill Simpson, District Superintendent


s a n f o r d di s t r i c t
    The Conference year, 2007-2008 has been a year of transition for the Sanford District. Following the
extended illness and untimely death of Superintendent Jerry Lowry, Bishop Gwinn appointed Dr. Milton Gilbert as
the interim District Superintendent. During this year, Listening Sessions were held throughout the four counties
that make up the District. Initial Leadership Groups were formed for pastoral support and increased
effectiveness. Pastors’ Meetings were coupled with times of continuing education to strengthen the pastors’ skill
sets. Seminars were held for the training of the Pastor-Parish Committees, the role of Lay Leaders, and efforts
have begun to develop a far reaching program to strengthen cooperative ministry, particularly in Youth Ministry in
the rural parts of the District. A successful Lay Rally was held, and the Board of Laity continues to take a strong
leadership role through the District. The United Methodist Women continue to be a growing, strong unit with
outstanding leadership. The United Methodist Men continue to be an active, strong presence in each of the
congregations.
    During this year, congregations at McQueen’s Chapel have completed and are enjoying a new fellowship
hall. Trinity Mission in Sanford is close to chartering as a congregation. The Hispanic Ministry in the Sanford
District has taken a quantum leap by the employment of Ishmael Perez as the District Coordinator. New
parsonages are in the planning for several congregations and other churches are looking at new creative means
of mission and ministry.
    During this year, the Sanford District has continued to send mission work teams to the Gulf Coast and other
places of great need. The Meshach’s Carpenters from Goldston United Methodist Church have made a great
statement of Christian love as they have begun numerous building projects throughout the state and nation.
Clothing Closets and Food Banks have been outstanding examples of congregational care by many churches in
this District. The Board of Laity is planning a summer music concert for the support of the MERCI Center, and a
continued program of Spiritual Development is being implemented by that Board.
    As the District prepares to welcome a new District Superintendent, work has been done on the District
parsonage and yard. The District now stands ready to receive its new Superintendent with a mind to be the
Church that God has called this District to become, as it seeks to be in ministry with all peoples of our four
county area of Chatham, Lee, Moore, and Montgomery.


                                                                               Milton H. Gilbert, District Superintendent

                                                                                                                          39
wi l m i n g t o n d i s t r i c t
     During the conference year 2007-8 the Wilmington District continued to live into the vision of the annual
conference: “Healthy congregations and effective leaders in every place making disciples of Jesus Christ for the
transformation of the world.” We believe every congregation is called to share the old, old story of Jesus and His love
because we believe that story has the power to transform the world.
     Closer Walk United Methodist Church, a new church start in Leland, was begun with the appointment of the
Reverend Terry Leigh Buckner in June 2007. They have outgrown two worship spaces and are now meeting at Leland
Middle School. Our 2007 District Christmas offering was dedicated to the ministry of Closer Walk and raised
approximately $10,000. They have already begun giving back to the community in many ways. As an example of their
generosity they contributed almost $7,000 (the second highest total of any church in the district) to the Methodist
Home for Children fundraiser called 1K for 1Kid.
     1K for 1Kid was a district effort to support the ministry of Methodist Home for Children. It takes approximately
$1,000 annually to sponsor each child and family under the care of MHC so we challenged each of our churches to
raise $1,000 for MHC. Spearheaded by our district United Methodist Men, the ministry arose out of the vision of the
Reverend Linda Taylor and one of her laypersons, Bill Parr and Al Everett, district UMM President. This mission project
culminated with a celebration on November 4 at Pine Valley. We raised over $50,000 for the ministry of Methodist
Home for Children. In September our district hosted an Epicurean Evening for MHC at the Wilmington Hilton
downtown. Local chefs and restaurants offered various foods to sample and Jim Kenny, from Wrightsville UMC, spoke
movingly about his family’s experience in adopting children. We were pleased to welcome Bishop Gwinn and his
cabinet to this very special event which raised over $30,000 for the ministry of MHC.
     Also in September, our annual Camp Meeting was held with the Reverend Bill Bouknight as our preacher. Laity
and clergy alike were inspired by the good preaching, dynamic music and enjoyable fellowship.
     In November we rejoiced when Leon West, a layperson from Oleander Church, was selected to receive a North
Carolina Outstanding Volunteer Medallion, an award that honors 20 volunteers from various counties around the state.
Leon was honored for his work with WARM (Wilmington Area Rebuilding Ministry), a ministry which helps with home
repairs across our district.
     In November and December we participated in the Get on The Bus 4 campaign to collect school supplies,
medicine, books, clothing and dry goods for our ministry to the people of Liberia. This effort included 270 volunteers
who prepared 65,000 meals through Stop Hunger Now and was coordinated by the Reverend Bill Haddock, missions
chairperson.
     In January we gathered for our Healthy Congregations event at Pine Valley with over 400 in attendance. Our task
force, chaired by Dr. Jerome Smith, continues to meet and offer help to churches and pastors seeking to be healthy
congregations and effective leaders. .
     Dr. Tom Morris, Lay Leader at Wrightsville and a nationally known motivational speaker, led us in our District Day
Apart in February at Wrightsville Beach. We were joined by colleagues from around the annual conference as Dr.
Morris led us in discussing “Leadership and Life Success.”
     Our missions chairperson, the Reverend Bill Haddock, led us in our district missions celebration event entitled
“Leap Into Missions” (held the weekend of Leap Day, 2008). We welcomed missioners from around the world that
weekend as they spread out across our district to tell their stories of how God was at work in their lives and ministries.
     The Fan the Flame small membership church revitalization event, under the leadership of the Reverend Tim
Reaves, was held in the Wilmington District and hosted by Windsor UMC and the Bladen Charge on April 18-20,
2008. There were 19 churches and about 65 people who registered from across the conference. The weekend
emphasized ministry in the small church covering areas pertaining to Worship, VBS, Sunday School, Evangelism,
Missions, Healing and Wholeness, Children and Youth Ministry and Dynamics of the Small Membership Church. This
year’s results are unknown but at the 2007 event one lay person made a commitment to Christ and three of the
churches involved experienced growth of fifty percent or more following the event.

40
    Thanks to the sacrificial giving of our churches and the faithful stewardship of Woody Wells, our former DS, we
once again paid 100% of our apportionments (for the third year in a row).
    In closing, to paraphrase the Gospel of John, “…there are also many other things which the followers of Jesus did;
were every one of them to be written, I suppose that the world itself could not contain the books that would be written”
(John 21:25).


                                                                                      Tim Russell, District Superintendent


                                      ta
M o n i t o r i n g a n d A c c o u n ta b i l i t y
     As the Monitoring and Accountability Ministry Team we will continue to offer a ministry of advocacy for
inclusiveness in the North Carolina Annual conference. As a diverse people of God who bring special gifts and
evidence of God’s grace to the unity of the church and society, we are called to be faithful to the call of Jesus Christ’s
ministry to all persons”(par. 138, The Book of Discipline, 2000). We will continue to guide and encourage the NCC to
realize the full and equal participation of all God’s children, regardless of ethnicity, gender, physical limitations, or age
in the life and leadership of Christ’s Church.
   During Annual Conference 2007 we again offered the following ministries to encourage inclusiveness in the life of
our North Carolina Conference.
     1) We monitored the conference plenary sessions and worship experiences to record participation rates. The
         results were published daily in The Saddlebags as feedback. The pattern of participation revealed the
         following (i.e. leadership from the podium; comments from the floor): 77% white men, 10% white women,
         10% racial ethnic men, and 3% racial ethnic women. Of the worship services monitored, 62% of the worship
         leaders to include musicians were white men, 28% were white women, 7% were racial ethnic men, and 3%
         were racial ethnic women).
     2) We monitored the conference Cross-racial appointments and found that as of July 1,2007 there were 35
         appointments of racial ethnic clergy in the NCC, and 16 cross-racial appointments (African American pastors
         and, or associates in white churches 5; White Pastors in African American churches 0; Native American
         pastors in White churches 7; Korean American pastors in White churches 3; and White pastors in Native
         American churches 1).
     3) We monitored the NCC District Superintendency and found as of 07/02/07 the following rates of
         representation: 67% white men and 17% white women; 16% racial ethnic men. Overall rating: 98% white and
         2% racial ethnic.
     4) Our delegates for General Conference are: two racial ethnic clergy (2) and two racial ethnic alternate who are
         clergy (2). Our delegates for SEJ are: three racial ethnic lay persons (3) and one (1) racial
         ethnic alternate..
     5) Our twelve districts went through in-depth sensitivity training conducted by the General Commission on
         Religion and Race, in clusters of four districts per setting. The attendance was 66% with the exception of one
         district, which did not participate. The evaluation was 77% favorable overall.
  The Monitoring and Accountability Team will continue to refine our monitoring and accountability procedures as we
enter our seventh year of reporting. Our desire is to broaden our scope to include more in-depth monitoring as well
advocates for our districts and conference functions.
     We will continue to familiarize the NCC with the usefulness of monitoring for inclusiveness as we work to keep
before the world and ourselves the church’s commitment to inclusiveness as a faithful reflection of Jesus’ ministry to
all people.

                                                                                         William E. Cummings, Chairperson




                                                                                                                           41
                               Mission Developmnent Circle

     The Mission Development Circle has spent time this year studying the present structure and mission of the work
assigned. As part of the restructuring of the Circles of ministry, each of the areas are being looked at with regard to its
fit with the Bishop’s seven Pathways. In the coming year, alignment with these initiatives will be a priority of this
reorganization process. The “zero-based” budget has provided new challenges that have been met positively with a
desire to do more vision-driven ministry. This new concept has allowed us to be far more creative in doing mission
ministry as we live out our vision.
     The circle continues to operate following the same mission we began with at the beginning of the quadrennian -
“To inspire courage, cultivate generosity, and to ignite service for Christ mission in the world.” During the past year, we
have attempted to carry out the ministries we have chosen to devote ourselves to in the furtherance of the kingdom
and for God’s people. The mission circle believes in the structure we have adopted as a conference and has worked
hard in adjusting budgets to match the ministries areas we have chosen to lend our focus to.
     During the past year, we have sought to live out the scripture in seeking to live out the mandate “to serve the least,
lost and last” and make disciples of Jesus Christ. We have sought to take servant leadership in new places where
God’s people will meet him face to face. The ZOE project is one example of this in serving children in Africa that
would not otherwise be served. Our Methodist Home for Children has served children with great needs for many years.
The Methodist Retirement Homes provide a place for our older persons to experience a loving and caring environment
that respects their many years of dedication and service. Both the Methodist Home for Children and The Methodist
Retirement Home have taken seriously their ministries and are stronger as a result.         Our Disaster response teams
have been very active in addressing needs in North Carolina and outside North Carolina. We continue to work with
hurricane response in Louisiana and Mississippi as well as other places. These new challenge have not only created
new and difficult work for us but has brought out the best in all of us in The United Methodist church in North Carolina.
Our Mission Team not only serves persons but provides a foundation for calling and equipping persons for ministry in
the future through the many opportunities to serve in mission locally, nationally and internationally.
     In the past year, we have been able to reach more persons in prison and go into more prisons with Disciple Bible
Study than ever before. There is a greater excitement at the possibility of serving in a greater capacity in our prisons
through our Criminal Justice and Mercy and Evangelism programs.
     We continue to live into our unique Multicultural environment in North Carolina. We have just developed and
adopted a new Comprehensive Plan of Inclusiveness that will undoubtedly make us as a conference stronger as time
goes on. Our United Methodist Men continue to recruit and develop new leadership, commitment and vision along with
action in our conference. Golden Cross has been redefined and continues to address emergency medical needs.
Please continue to partner with us as we attempt to serve Christ by meeting individual and local needs as well as
global needs around the world.


                                                                                            Gary W. Locklear, Chairperson




42
2 0 0 9 A d va n c e S p e c i a l s
            va
Lane One: World Missions
1. PROJECT AGAPE, Armenia .................................................................................................................. (#S-00004)
    Relief efforts in Armenia (food, medical supplies, medication); working with the Armenian Church to provide a holistic
    ministry in pastoral care, education, healthcare, agriculture and economic development.
2. LIBERIA MINISTRIES:
Ganta United Methodist Mission Station ....................................................................................................... #14369T
    Funds received will support rebuilding mission station buildings and infrastructure destroyed in the war.
    Brighter Future Children’s Rescue Center ............................................................................................ #S-00178
    Funds received will support Ex-Combatants, Vocational /Literacy Training and Feeding .
    Feed My Lambs ......................................................................................................................................... #S-00179
    Funds received will support Street Children, and Feeding/Literacy training.
    Sustainable Agriculture and Development ............................................................................................ #S-00180
    Funds will support UMCOR – Mozart Adevu.
3. PERU COVENANT TEAM: Funds received for this project will be administered by the North Carolina Conference
    Peru Team to fulfill the covenant made between our Conference and the Methodist Church in Peru. Funds may be
    designated for the following:
    General Fund (#S-00053) ........................................................................................ Children and Youth (#S-00117)
    Breakfast of Love (#S-00111)
    Theological Education & Pastoral Formation-Obras de Wesley (#S-00118)
    Matched Churches (#S-00112) ............................................................................. Women’s Programs (#S-00119)
    Building and Work Teams (#S-00113) .......................................................... Leadership Development (#S-00120)
    Medical Needs (#S-00114) ............................................................................................ Mission Teams (#S-00121)
    National Plan for Evangelism (#S-00115) ...................................................... White Plains/North Lima (#S-00173)
    Christian Education-all ages (#S-00116)
4. CURAMERICAS/ANDEAN RURAL HEALTH CARE PROGRAM, Bolivia ................................................ #10158A
    Your gift will provide vaccinations, nutritional monitoring of children, prenatal care, and other preventative health care
    services. Funds will be divided 42% for the Methodist Church of Bolivia and 58% for Curamericas/Andean Rural
    Health Care.
5. AMITY FOUNDATION, TEACHERS, Nanjing, China ................................................................................ #09801A
    Teacher Support.
6. AMITY PRINTING PRESS BIBLES, Nanjing, China ................................................................................. #11422A
    The Amity Printing Press (TAPP) was established in 1987 as a joint venture between The Amity Foundation and
    United Bible Societies. Gifts help to print Bibles, hymnals and devotional materials in Chinese and minority languages.
7. PROPHET ELIAS SCHOOL AND COLLEGE, LIBRARY, Israel .............................................................. #12832N
For books, furniture and expansion of library.
8. BETHLEHEM BIBLE COLLEGE, VISION 20-20, BETHLEHEM, Palestine ............................................. #12017A
    For new facilities for Bethlehem Bible College, which prepares leaders and workers for Arab Christian Palestinian
    churches and institutions.
9. HOPE SECONDARY SCHOOL, BEIT JALA, WEST BANK, Palestine .................................................... #12018A
    For education, relief and compassion for disadvantaged youth.
10. JERUSALEM INFANT WELFARE CENTER, OLD CITY, JERUSALEM, Palestine
    …………………………………………………………………………………………….. .................................... #11544A
    For basic medical care for Palestinian children.




                                                                                                                                                                       43
11. PALESTINIAN CONFLICT-RESOLUTION CENTER, WIAM, BETHLEHEM, Palestine
     ……………………………………………………………………………………………..#14910A
     For community outreach, conflict resolution, education and youth activities designed to build a democratic, just society.
12. SABEEL YOUTH PROGRAM, Palestine ................................................................................................... #14909A
     For summer camps, trips, volunteer opportunities and workshops for Palestinian Christian youth.
13. RUSSIA UNITED METHODIST THEOLOGICAL SEMINARY (Not Capital Campaign) ........................... #12174A
     Scholarships will provide good Biblical and theological training for the development of strong ministries for future
     Russian church leaders.
Any other WORLD ADVANCE SPECIAL as listed in PARTNERSHIP IN MISSIONS.
Lane Two: National Missions
1. ROBESON COUNTY CHURCH & COMMUNITY CENTER, Lumberton, NC . ......................................... #791742
     An ecumenical ministry in a multicultural community which is designed to help local churches meet emergency
     needs, literacy tutoring for children and adults, home repairs and building new homes. Speakers are available upon
     request.
2. NATIONAL HISPANIC MINISTRIES CHALLENGE FUND ......................................................................... #982620
     Provides assistance to Annual Conferences developing Hispanic Ministries, especially in the areas of leadership
     recruitment and development, financial resources and printed resources.
3. SOCIETY OF ST. ANDREW POTATO PROJECT, Virginia ........................................................................ #801600
     Salvages millions of pounds of unmarketable potatoes and other produce and distributes the food to hungry people
     nationwide.
4. HINTON RURAL LIFE CENTER, Hayesville, NC ...................................................................................... #731372
     Provides for training needs and development of churches in town and rural settings.
5. NATIONAL NATIVE AMERICAN FAMILY CAMP, Oklahoma City, OK ...................................................... #982602
Provides an annual opportunity for Native American church leaders to attend or lead workshops in outreach ministries
     and evangelism.
6. SEJ ASSOCIATION OF NATIVE AMERICAN MINISTRIES, Lake Junaluska, NC .................................. #791842
     To help meet the needs of 130,000+ Native Americans living in the 17 annual conference of the Southeast.
7. RED BIRD MISSIONARY CONFERENCE, Beverly, Kentucky ................................................................ #773978
     The conference program facilitates the development of local churches and local lay leaders in isolated rural mountain
     communities.
8. ROCKINGHAM DISTRICT NATIVE AMERICAN COOPERATIVE MINISTRIES - “EVERY MEMBER IN MINISTRY”,
     Pembroke, NC ............................................................................................................................................ #791001
      Provides ministry support, collaboration among our fourteen (14) Native American United Methodist Churches,
     leadership development, gifts exploration and missional opportunities.
Any other NATIONAL ADVANCE SPECIAL as listed in PARTNERSHIP IN MISSIONS.


Lane Three: Missionary Salary Support
The following persons have been recommended by the North Carolina Conference Missions Development Team for
     Salary Support:
•    MOZART ADEVU (#13996Z) Eastern Africa Mozart is a GBGM missionary serving as the Africa Regional Coordinator
     for the sustainable Agriculture and Development Program for UMCOR. Substantial focus in work in farmers training
     in Liberia.
•    WIL BAILEY (#S-00140) San Isidro, Costa Rica (SEJ/Conference Missionary) Wil will be responsible for working
     with local pastors in the southern zone of Costa Rica and will organize the projects at the Methodist churches in that




44
    area for U.S. work teams. Also will teach Theology, Bible and English at the extension campus of the Methodist
    seminary in San Isidro.
•   LYNN & SHARON FOGLEMAN (#773720) Kentucky Dr. Lynn and Dr. Sharon Fogleman are Associates in Mission
    Service (AIMS) missionaries serving with the General Board of Global Ministries at the Red Bird Clinic in Beverly,
    Kentucky.
•   SHANA HARRISON (#13089Z) Chile Shana is assigned as a chaplain of Colegio Psicopedagogico Juan Wesley in
    Santiago, Chile encouraging persons with disabilities to explore, express and nurture their spirituality.
•   GREG JENKS (#S-00148) ZOE (Zimbabwe Orphans Endeavor) Zimbabwe, Africa (Conference Missionary) Greg
    is assigned to the East and West Zimbabwe Annual Conferences for the purpose of developing a comprehensive
    ministry to orphans and vulnerable children suffering in the midst of the AIDS pandemic. The foci include establishing
    feeding programs, providing school fees and uniforms, and meeting spiritual needs of the children.
•   SHIRLEY TOWNSEND JONES (#982995) Bennettsville-Cheraw, SC (Church and Community Worker) Assigned
    to the Bennettsville-Cheraw Area Cooperative Ministry in the SC Conference. She coordinates and implements spiritual,
    educational, social and economical programs for the 13 member churches and communities.
•   FRIDO KINKOLEGE (#15152Z) Liberia A Methodist originally from the Congo, Frido has been working with the
    people of Liberia since 2004. He has started several extraordinary programs that are powerful and constructive like
    the Brighter Future Children’s Rescue Center and Feed My Lambs. These programs support ex-combatants and
    street children and feeding/literacy training.
•   FAITH LAMPHIER (#S-00187) India & Africa (SEJ/Conference Missionary) A Work of Heart - Sharing God’s love
    through hands-on classes in sewing, cooking, and handcrafts. The skills learned provide an opportunity for the girls
    and women to gain self-confidence and, often, increase the family income.
•   GARY WAYNE LOCKLEAR (#982955) (Church and Community Worker) Assigned to the Rockingham District Native
    American Cooperative Ministry with the North Carolina Annual Conference. Main goal is to grow the Native American
    churches and leadership in the coming years and to explore the possibility of developing congregations in all Native
    American communities in the North Carolina Conference.
•   DAVID MARKAY (#12192Z) Milan, Italy David is assigned to the Methodist Church of Milan in Italy with a missional
    emphasis of “Offering hospitality to the stranger/Being the church together.” He offers ministries of preaching, teaching,
    pastoral care, sacramental ministry and administrative oversight.
•   KRISTIN MARKAY (#12193Z) Milan, Italy Kristin is assigned to the Methodist Church of Milan in Italy with a missional
    emphasis of “Offering hospitality to the stranger/Being the church together.” She offers ministries of preaching, teaching,
    pastoral care, sacramental ministry and administrative oversight.
•   NARA MELKONYAN (#S-00004) Armenia Nara is the Director of Project AGAPE. She coordinates ministry and relief
    efforts at Project AGAPE in Armenia. (See Project AGAPE under World Mission Lane)
•   VICKIE SIGMON (#982916) Winston-Salem, NC Vickie works in a high risk community developing Christian
    community, promoting social justice and proclaiming God’s loving presence.
•   VICTOR TARYOR (#3019571) Liberia, Africa Victor is hospital administrator for Ganta Hospital, a position he has
    held since 2006. Also a registered nurse, Victor oversees the daily operation of the hospital while communicating
    with hospital staff to insure the hospital is providing the best possible care to each patient.
•   HERBERT ZIGBUO (#10911Z) Liberia, Africa Herbert will be serving as Vocational Training Coordinator, seeking to
    improve and develop vocational training programs in selected United Methodist Schools.
•   MARY ZIGBUO (#10721Z) Liberia, Africa Mary will be assisting the church to develop a program that caters to the
    physical, educational, and spiritual needs of disabled populations.
Lane Four: UMCOR
1. UMCOR DISASTER RESPONSE ............................................................................................................... #901670
    Enables UMCOR to respond to persons in need after natural disasters in the United States.



                                                                                                                                                     45
2. REFUGEE PROGRAMS, Asia/Pacific Region .......................................................................................... #201700
Organizes emergency assistance, income-generating projects, and food and medicine aid for refugees.
3. WORLD HUNGER/POVERTY ..................................................................................................................... #982920
Provides both short-term crisis relief and long-term developmental assistance to eliminate the root causes of hunger.
4. BREAD FOR THE WORLD ......................................................................................................................... #982325
Educates and influences people to work for government policies that address the basic causes of domestic and world
     hunger.
5. HEIFER PROJECT INTERNATIONAL ......................................................................... General Program #982530
     .................................................................................................................................. Living Gift Program #982532
An inter-faith project that provides animals and other assistance to rural families. Recipients agree to pass on the first
     born female offspring of their animals to someone else in need.
6. CROP/CHURCH WORLD SERVICE COMMUNITY HUNGER APPEAL ................................................... #982380
Funds raised by a local church in a CROP event can receive UMCOR credit. For necessary forms contact: Carolinas
     CROP Office, 1006 Lamond Ave., Durham, NC 27701.
7. URBAN AGRICULTURE IN GAZA STRIP, Israel ....................................................................................... #629001
For urban-agriculture initiatives for refugees to improve health and income.
8. EMPOWERMENT & SOLIDARITY WITH MIDDLE EAST REFUGEES & DISPLACED ........................... #601732
     To help with improved living conditions of refugees in the Middle East.
9. GLOBAL REFUGEE RESPONSE ............................................................................................................... #982540
     An opportunity for United Methodists, through UMCOR, to assist refugees worldwide.
Any other UMCOR Advance Special listed in PARTNERSHIP IN MISSIONS or any UMCOR emergency appeal.
Lane Five: Conference Advance - * Denotes a “fit” in more than 1 category
CHILDREN/SCHOOLS
•    * ALL GOD’S CHILDREN UMC (#S-08004) This ministry will develop programs to meet the needs of impoverished
     children and youth in rural Bertie, Hertford and Northhampton Counties.
•    MISSION TO HAITI (#S-00122) Many communities in Haiti do not have schools. This project is to assist in
     building schools and supplement teacher’s salaries when possible.
•    * PRISON MATCH (Mothers And Their CHildren) (#S-00054) An interfaith program provides mothers and their
     children with the support and resources necessary to maintain and strengthen family relationships and to help
     break the cycle of children following their parents to prison.
ª% VOLUNTEER FAMILIES FOR CHILDREN (VFC) (#S-00071): A private non-profit organization with the purpose of
     helping communities develop and utilize local resources by providing emergency shelter care to children-in-crisis.
ª% YOUTH SERVICE FUND (YSF) (#S-00082) Supports mission projects within the annual conference and beyond,
     which have been selected by youth of our conference.
ª% * THE PEACE (#S-00183) This ministry develops programs focusing on children and parenting/teaching issues
     within schools and churches in workshop, seminar, conference and/or retreat settings. For Christians, parenting
     can be viewed as an important spiritual discipline contributing to the healthy spiritual formation and character
     development of children, youth and parents/teachers.
CHURCH/COMMUNITY DEVELOPMENT
•    * ALL GOD’S CHILDREN UMC (#S-08004) This ministry will develop programs to meet the needs of impoverished
     children and youth in rural Bertie, Hertford and Northhampton Counties.
•    * MERCI: THE MARION EDWARDS RECOVERY CENTER INITIATIVES (#S-00136) This center will be used to
     provide mission and ministry program that will meet people’s physical and spiritual needs. The primary function of
     MERCI will be disaster preparedness, response, and outreach ministry.




46
•   JOHN WESLEY ENDOWMENT (#JWEND) The John Wesley Endowment is to provide start-up, promotional, and
    sustaining funds for new churches established in low income communities within the bounds of The North Carolina
    Conference.
•   SHALOM ZONES IN THE NORTH CAROLINA CONFERENCE (#S-00105) Churches and communities working
    together to rebuild community life.
•   CASWELL COUNTY PARISH, INC. (#S-00008) Provides services to elderly and low-income families through
    Meals-on-Wheels, outreach program, fuel and rent assistance, clothing, food, & Family Violence Prevention
    Program.
•   HYDE COUNTY COOPERATIVE PARISH (#S-00104) Provides meals to the needy, recreation and other
    opportunities for youth, food pantry and clothes closet, transportation for elderly and those needing medical care,
    ministry to inmates at the Hyde Correctional Facility, drug prevention awareness, assistance to abused persons
    and Hispanic ministry.
•   * DISCIPLE BIBLE OUTREACH MINISTRY (#S-00103) A COLLABORATIVE MINISTRY of the North Carolina and
    Western North Carolina Conferences developing Disciple Bible Studies, especially in small membership churches
    and in missional settings, particularly in prisons.
•   * A TIME TO GROW (#S-00154) To create a leadership academy for new church leaders and transitional church
    leaders for the conference and to provide support for new church development.
•   HUNTING QUARTERS SENIOR CHRISTIAN FELLOWSHIP (#S-00171) This program seeks to address the needs
    of senior citizens located in the down east area of Carteret County. It provides them the opportunity to escape the
    isolation of their homes, obtain information pertinent to the senior citizen’s community, offers well balanced and
    nutritional meals, as well as entertainment.
ª% * THE PEACE (#S-00183) This ministry develops programs focusing on children, parenting, family and teaching
    issues within the home, church, school and community in workshop, seminar, conference and/or retreat settings.
    For Christians, parenting, family life, faith friendships can be viewed as important spiritual disciplines contributing
    to the healthy spiritual formation and character development of children, youth and adults.
DISASTER RECOVERY/VOLUNTEER WORK TEAMS
•   * MERCI: THE MARION EDWARDS RECOVERY CENTER INITIATIVES (#S-00136) This center will be used to
    provide mission and ministry program that will meet people’s physical and spiritual needs. The primary function of
    MERCI will be disaster preparedness, response, and outreach ministry.
•   NC INTERFAITH (#S-00108) Interfaith supports disaster recovery efforts by all faith groups in North Carolina.
•   NC CONFERENCE DISASTER APPEALS (#S-00096).
•   UNITED METHODIST VOLUNTEERS IN MISSION WORK TEAMS (#S-00021) Provides assistance for Volunteers
    in Mission work teams from within the North Carolina Conference.
•   ISA GRANT SCHOLARSHIP (#S-00033) Provides work team scholarships for persons who could not otherwise
    participate, especially young adults.
ETHNIC POPULATIONS
•   ROCKINGHAM DISTRICT NATIVE AMERICAN COOPERATIVE MINISTRIES - “EVERY MEMBER IN MINISTRY”
    (#S-00143) Provides ministry support, collaboration among our fourteen (14) Native American United Methodist
    Churches, leadership development, gifts exploration and missional opportunities.
•   HISPANIC MINISTRIES (#S-00107) Ministry to the fast growing Hispanic population in North Carolina. These
    funds will be administered by the North Carolina Conference Hispanic Ministry Team to support an increasing
    number of our congregations who are developing ministry to Hispanics.
•   SANFORD DISTRICT EMBRACE (HISPANIC/LATINO) INITIATIVE (#S-00032) A ministry to fast growing Hispanic
    population in Siler City and Sanford, served by Spanish-speaking pastor. Worship, Bible study, fellowship, and
    assistance with cultural transition needs are provided.



                                                                                                                          47
•    ETHNIC LOCAL CHURCH PROJECTS IN ROCKINGHAM DISTRICT (#S-00022) Funds will be used to assist
     ethnic churches with crucial needs.
•    WESLEY HERITAGE PROJECT (#S-00097) Gifts will help distribute Obras de Wesley, the works of John and
     Charles Wesley in Spanish.
•    “EMBRACE” HISPANIC LATINO MINISTRIES OF NEW BERN DISTRICT (#S-00172) To develop a fund which will
     be able to supplement income to Lay Missioners and Pastors of Hispanic Latino ministries throughout the New
     Bern District.
ª% * THE PEACE (#S-00183) ) This ministry develops programs focusing on diversity and accepting differences
     among children, youth, adults, families, communities and cultures in workshop, seminar, conference and/or retreat
     settings. For Christians, openness to diversity and human differences can be viewed as important spiritual
     disciplines contributing to the healthy spiritual formation and character development of children, youth and adults.
HUNGER HUMANITARIAN RELIEF/MEDICAL
•    NO HUNGRY NEIGHBORS (NHN) (#S-00123) A ministry of raising awareness, and eliminating hunger here in our
     own state. NHN support the various food banks in our Conference and Society of St. Andrew.
•    CONGREGATIONAL FOOD PANTRY SUPPORT (#S-00155) To provide grant support for the creation and
     operation of local church food pantries.
•    STOP HUNGER NOW (#S-00101) Provides immediate relief to famine affected areas around the world.
•    NC OFFICE, SOCIETY OF ST. ANDREW POTATO PROJECT, Durham, NC (#S-00081) Coordinates and runs all
     hunger programs for Society of St. Andrew in North Carolina. Millions of pounds of produce saved and distributed in
     North Carolina at a cost of just 3 cents per pound.
•    FOOD BANK OF NORTH CAROLINA (#S-00025) Distributes food at minimal cost to hunger ministries in North
     Carolina.
•    ALLIANCE MEDICAL MINISTRY (#S-00142) This ministry was founded to provide affordable primary medical care
     to low-income, uninsured, working families in Wake County. This ministry aims to serve the working poor, families
     generally earning less than $25,000 annually, who have no health insurance.
•    GOLDEN CROSS (#S- 00153) Ministry that reaches out in love to the laity in our Annual Conference who are
     experiencing financial difficulty due to excessive medical expenses.
INSTITUTIONAL PROGRAMS
•    NC COUNCIL OF CHURCHES (#S-00051) Gives witness to the unity that God has given through Christ, to the
     churches in NC. It is an instrument for cooperative study and action, especially on matters of justice; child and
     family advocacy; violence against women; public policy advocacy; rural crisis and farm workers advocacy; disaster
     relief; criminal justice; workplace safety; peace-making; AIDS ministry; and Christian unity.
•    DISTRICT BOARD OF MISSION: Funds should be sent directly to the District Board and reported at year-end on
     Table II as Conference Advance.
Burlington (#S-00201) ............................................................................................................... New Bern (#S-00207)
Durham (#S-00202) ........................................................................................................................ Raleigh (#S-00208)
Elizabeth City (#S-00203) ..................................................................................................... Rockingham (#S-00209)
Fayetteville (#S-00204) ........................................................................................................ Rocky Mount (#S-00210)
Goldsboro (#S-00205) ................................................................................................................... Sanford (#S-00211)
Greenville (#S-00206) .............................................................................................................. Wilmington (#S-00212)
•
•    CONFERENCE EVANGELISTS (#S-00079) To provide support for NC Conference approved evangelists.
•    ALL NEW CHURCHES LESS THAN FIVE YEARS OLD (#S-08000)
•    THE FOLLOWING UNITED METHODIST INSTITUTIONAL PROGRAMS AND PROJECTS
a. United Methodist Camps: Chestnut Ridge (#S-00062), Don Lee (#S-00063), Kerr Lake (#S-00064),
    Rockfish (#S-00065)

48
b. Wesley Foundation for The UMC Campus Ministry Association. Duke University (#S-00073);
    ECU, Greenville (#S-00074); NCSU (#S-00075); PSU (#S-00076); UNC (#S-00077)
c. General Scholarship Funds at Duke Divinity School (#S-00026), Methodist College (#S-00028),
    Louisburg College (#S-00027), Wesleyan College (#S-00029).
    d. Benevolent Funds of the Methodist Retirement Homes (#S-03600).
e. Benevolent Funds of the Methodist Homes for Children (#S-03500).
f. Asbury Homes (#S-03501).
•   * A TIME TO GROW (#S-00154) To create a leadership academy for new church leaders and transitional
    church leaders for the conference and to provide support for new church development.
PRISON MINISTRIES
•   * PRISON MATCH (Mothers And Their CHildren) (#S-00054) An interfaith program provides mothers and their
    children with the support and resources necessary to maintain and strengthen family relationships and to help
    break the cycle of children following their parents to prison.
•   YOKEFELLOW PRISON MINISTRIES (#S-00078) Educates church people concerning Christian responsibility for
    persons affected by crime and brings Christians into direct service ministries with prison inmates and their families.
ª% * DISCIPLE BIBLE OUTREACH MINISTRY (#S-00103) A COLLABORATIVE MINISTRY of the North Carolina and
    Western North Carolina Conferences developing Disciple Bible Studies, especially in small membership churches
    and in missional settings, particularly in prisons.


The Annual Conference will approve district projects for advance specials in accordance with The Book of Discipline.
This insures that local churches making advance specials on a district level and reported to the Annual Conference
Advance special will receive credit.




ch u rch and socie t y
     The Commission on Church and Society, adjusting to staff changes but no less eager to please our Lord Jesus
Christ, has devoted the past year to continuing its transition from being a resolution clearinghouse for individual passions
to being a conference agency committed to educating our congregations on the Social Principles in general and helping
our people see how those principles give us a coherent understanding of the world which can help us interpret how we
can best respond as ambassadors for Christ and agents of God’s grace and justice in the most effective way possible.
Our goal is to help our conference understand why the social ills of everyday life are “our business” and worthy of our
attention. In so doing, we hope to be obedient to God as expressed in Jeremiah 9:2-324: “Thus says the Lord: ‘Let not the
wise man glory in his wisdom, let not the mighty man glory in his might, let not the rich man glory in his riches; but let him
who glories glory in this, that he understands and knows me, that I am the Lord who practice steadfast love, justice, and
righteousness in the earth; for in these things I delight, says the Lord.”

     Last fall, in our first major meeting of the conference year, the commission did two important things. The first was
theological, to ask ourselves whether we were to spend our energy encouraging the Church to practice peace and social
justice as a model for the world without attempting to change the world itself; or were we to challenge the world, as well
as ourselves, to social justice and righteousness? The question was no dry exercise in Bible study because we intended
to let the answer determine our strategies and priorities as a commission. We decided as a commission that both
scripture and our own Wesleyan legacy called us to hold the world as accountable as we hold ourselves. We will
continue in the new quadrennium to challenge the “powers and principalities” as well as our own clergy and laity to
practice “love, justice, and righteousness in the earth.”




                                                                                                                          49
     Our second important task was to set our priorities for the year so that we can concentrate on a few important areas
and do them well. After much discussion, the commission decided that our priorities for the year would be war and peace,
universal health care, promoting the Social Principles, promoting “Green” building, and supporting UNICEF.

     The resolutions we are submitting to the conference this year reflect our priorities. We believe they are critical issues
the conference needs to confront and which require taking a stand. Please read them carefully. Discuss their pros and
cons forcefully. But don’t ignore them or duck responsibility for taking action.

     As an action item, we recommend to the congregations of the North Carolina Conference that we resume our
practice of encouraging our children to solicit funds for UNICEF while they are “trick-or-treating” at Halloween. The little
UNICEF coin boxes many Methodists carried as children can still do a great deal of good for a worthy, globally-focused
relief effort for the children of the world. It is time to “bring the boxes back.” It will be good for our children. It will be good
for our world.

Our biggest project for the year, reflecting one of our biggest priorities, is to offer a series of three workshops on the Social
Principles this fall, right now set for Oct. 30-Nov. 1 for two weekday and one weekend workshop in three different locations
around the conference, quite likely the Triangle area, Greenville, and Wilmington. We strongly encourage each delegate
here to make sure that at least one representative of their church attends one of these workshops and then shares what
is learned with the rest of the congregation.

     In other activities this year, we will present a Crum Award at this conference to one of our churches with a strong
prophetic ministry.

     We made small grants to support worthy projects done by local churches and remain open to other requests within
the conference.

     We approved a resolution supporting justice for the workers at Smithfield.

     We are trying to establish a “Creation Care Team” in the conference to promote ecological stewardship.

     And we sent delegations to the “Living Faith, Seeking Justice” event in Fort Worth, TX., the Peace with Justice
Conference at Lake Junaluska, and to Advocacy Days in Washington, D.C.

     The commission is still interested in serving our conference by working with other conference agencies, districts, or
local churches to assist them when they have a need for social advocacy. Contact us and let us put our skills to work on
your behalf. Promoting peace and social justice is not just the work of one commission; it is the responsibility of all of us.

     We commit ourselves to “practice steadfast love, justice, and righteousness in the earth,” because, like the Lord we
serve, in these things we should all delight.

                                                                                                         Ken Ripley, Chairperson




50
disas t er recov ery minis tries (M.E.R.C.I)
    The MERCI CENTER, in Goldsboro, is the Disaster Response and Missions center for the North Carolina
Conference.
    Our records show that in 2007, 3,604 volunteers worked through MERCI to help their neighbors. That is in a year
without a disaster within our conference bounds. That equates to over $300,000 in volunteer assistance alone given to
folks in our area. That number indicates an ownership of the center, not only by our United Methodist Men and
Women, but volunteers from many other states as well.
    Over 56 churches in the NC Conference have been able to make a difference to their own communities through
the assistance provided by the MERCI Neighbor to Neighbor program.
    Add to this Footprints Youth Camp, where over 600 youth have made a difference to 39 families in the past three
summers.
    With your help, MERCI was able to “make a difference” in the relief efforts of UMCOR. Thousands of school kits,
blankets, health kits, and medical supplies have been sent from MERCI to many of the devastated nations around the
world.
    In the past two years, MERCI has also taken on an additional program with The Duke Endowment called REACH.
This program provides training and assistance to local rural churches in Disaster preparedness and response. The
Duke Endowment provides a generator and funding for the church for actions before, during and after a disaster.
    MERCI, which in French means “Thank you,” has a lot to be thankful for. We are thankful for people who saw a
need for our conference to reach out to our neighbors, the folks right here in our own backyard. We are thankful for the
support of The Duke Endowment and their efforts to help alleviate substandard housing in eastern North Carolina. We
are thankful for the volunteers who have come from all over the United States to help share the love of Christ, to be the
hands, feet and heart of Jesus right here in North Carolina. MERCI is thankful for every single family who has allowed
us to make a difference in their lives.
    We need your help on a continuing basis for MERCI to continue to make a difference in the lives of the people in
eastern North Carolina, in the lives of people in the local churches, and in the lives of people around the world.
    As the financial situation of MERCI became known across the conference in the latter months of 2007, wonderful
folks responded to the need and so far we are meeting the need for operating funds for another year. Should our area
be hit with a natural or man-made disaster, we are here. We believe that monies to assist victims will be forthcoming
and that is why we must always be here and be ready.
Currently we have five staff members, each with a specific responsibility. Yet each member stops to assist the others
with the unscheduled tasks that routinely arise.
In February, we were informed by the state of North Carolina that we would receive a grant of $75,000 to perform
urgent repair to home owners in the Wayne county area. We will receive and schedule teams of volunteers to
complete this work.
While this report is about MERCI, it really can’t be so! We must state with great pride that the men and women of the
North Carolina Conference are a very caring group of people. We constantly receive phone calls and emails from
churches and individuals asking us, “Where can I go to be in mission?” We are constantly receiving, storing and
shipping materials for our conference mission’s office and the various great works being accomplished through the
programs managed there.
MERCI needs about $2.00 per conference member to maintain readiness around the year. When you give this through
the advance special number, S00136, it does not raise your local church apportionments. Thanks for your continued
support to your Disaster Response and missions support center at MERCI.

                                                                                          Jim Huskins, Program Director




                                                                                                                      51
ev a n g e l i s m
     The mission of the Commission on Evangelism is to assist the churches and pastors of the North Carolina
Conference to witness to the saving love of Jesus Christ for all persons. To that end, the commitment of the
Commission is to equip clergy and laity for the work of Evangelism. During the past year, the Commission has sought
to fulfill that commitment by providing scholarship and seed money to individuals, churches, and districts to assist with
a variety of training opportunities and programs in evangelism, and to provide education and resources to increase the
knowledge and abilities of our people.
     The Sixth Annual Academy of Christian Witness (ACW) For Clergy was held April 8-10, 2008, at the Bergland
Retreat Center, with 34 participants registered and 14 presenters. The goal of ACW is to train pastors to become more
effective evangelists and equippers of witness-minded laity. This year’s workshops included witnessing to post-
moderns, worship as evangelism, pastoral leadership as evangelism, the personal spirituality of the pastor-evangelist,
evangelism and local mission, and personal faith-sharing. Great presenters who have practiced evangelism in effective
ways shared, including our own Bishop Al Gwinn. All participants received quality evangelism and leadership
resources. The Academy is funded by the NC Commission on Evangelism and is made available to 36 clergy (three
from each district) nominated by their district superintendents. We are excited to announce the First Annual Academy
of Christian Witness For Laity to be held this Fall on Oct. 16-18, 2008. This will train laity to be intentional about
Evangelism in their church and community.
     The Commission also funded seed money for the Wilmington District Camp Meeting Revival. We hope to help
other districts plan and implement events in 2009 that center on Evangelism. Also, a web page should be placed on
the conference website sometime this year as a resource for churches needing help with Evangelism and Revival.
     The North Carolina Conference remains one of the few in The United Methodist Church to report net membership
gains. We hope to help continue this trend and combine it with Spiritual growth and renewal.


                                                                                                   Tim Reaves, Chairperson


               tries
         Ministr
Hispanic Minis tries
     Hispanic/Latino Ministries: E.M.B.R.A.C.E.


*For the sake of space and word count available for this report, H/L will be used in place of the words: Hispanic/
Latino.
     One of the biggest concerns confronting our nation is that of immigration reform. There is a great spirit of division
among the citizens of our country surrounding the current situation. Unfortunately, that division also exists among
some of the members of our church. We recognize that much of this can be relieved if we can separate the truths of
immigration issues from the myths that permeate lies and misconceptions that divide us. This makes it necessary to
bring this difficult reality into the dialogue of the church and we must find the correct and Christian way to respond with
the love and actions necessary to make a difference.
     Please consider this quote in a report from John D. Dasarda, director of the Keenan Institute, and James H.
Johnson Jr., director of the institute’s Investment Strategies Center: “Immigrants from Latin America, authorized and
unauthorized, are dramatically changing North Carolina’s demographic and economic landscape.” According to their
research there are now Hispanic/Latinos in every one of the state’s 100 counties and that they contribute to all sectors
of the economy. This is a population that currently contributes more than $9 billion to the state’s economy through
purchases, taxes and labor. The prediction is that if migration trends continue, it could impact the economy of our state
by an increase to $18 billion by the year 2009.




52
    The most recent U.S. Population Projections: 2005 – 2050 released by the Pew Research Center on February 11,
2008 reflect some strong realities that must be recognized and responded to by the church if we are to move into the
future in a way that is relevant and significant enough for our presence to be of any use in today’s world of such
diversity of cultures, ethnicities, and languages. The report states that “in the year 2050, nearly one in five Americans
will be an immigrant, compared with one in eight now (12% in 2005).” Please note the changes in the following
projections from Pew Research Center:


                    Ethnicity                2005                        2050
                    White                    67%                         47%
                    Hispanic                 14%                         29%
                    Black                    13%                         13%
                    Asian                      5%                         9%


    Encouraging an inclusive church that is intentionally making a space for Hispanic/Latino presence continues to be
a priority in the North Carolina Conference. Our Comprehensive Plan of Inclusiveness: E.M.B.R.A.C.E. (Empowering
Ministry to Bridge, Reach out and Affirm Cultural Esteem) continues to be an effective strategy for developing and
maintaining ministry throughout the conference.
    The E.M.B.R.A.C.E. plan continues to be the strategy used by our conference to begin and maintain our H/L
ministries. The first steps for any church in the North Carolina Conference responding to a call to reach out with
ministry to the H/L community should be to establish connection with the conference office/director of H/L ministry.
Working together in the connection is a priority in H/L ministry and offers many benefits to the local church, the
conference, and to the H/L ministry itself. There are many resources, training opportunities, worship and fellowship
opportunities happening through the conference office, and we would like these to be a connectional space granted to
H/L leadership. This also helps us avoid a sense of isolation, separation or even the discouragement that can come to
leadership that doesn’t have colleagues with whom they can share the concerns, joys, stories and celebrations of their
ministry journey.
    At this time, we have three EMBRACE districts: Durham, New Bern, and Sanford. Each one has a coordinator and
a committee. As of July 2008, Burlington will also become an EMBRACE District with its own coordinator.
    We would encourage a visit to the H/L Ministries website, www.nccembrace.org where you will find stories, useful
links, a calendar of all activities and events across the conference, news, testimonies, photo albums, etc. An important
page on this website is “COMPREHENSIVE PLAN” where you can download the EMBRACE CPI and the Ministry
Starter Checklist, which we request of any new H/L ministry.
    The Office of H/L Ministries along with the H/L Ministries Team and pastors have worked very hard to maintain
unity among the leadership and the ministries, in spite of how far apart most of the ministries are located. This has
become a very strong and cohesive group of leaders that continue to develop and grow spiritually, theologically,
academically, and otherwise. All lay missioners are encouraged to explore their call to serve, and they often
acknowledged a call and desire to go into full-time ministry and enter into the candidacy process. This begins with
their first step of reading “Cristianos Como Ministros” (Christians as Ministers) but there is, however, a shortage of
Spanish-speaking mentors that can work with our candidates in their native tongue. We recognize that this problem is
consistent in conferences across the nation. There is a shortage of H/L ordained ministries and we see this as a
serious concern for the entire denomination.
    We continue to encourage H/L members with a call to serve as lay persons to participate in the Modulo I and
Modulo II that is offered by GBOD, as this has helped strengthen some of our ministries by equipping lay missioners
who can support their pastor and fellow lay members with service to the church, such as leading Bible Studies,
teaching Sunday School, leading worship, etc.



                                                                                                                         53
     There are continued conversations at conference and national levels that are exploring ways that The United
Methodist Church can equip more leaders, and specifically develop a strong force of H/L local pastors and ordained
ministers. We are excited about the Hispanic House Studies at Duke Divinity School and we thankful for the
relationship to the director, Dr. Edgardo Colon-Emeric, and for the possibilities that come out of this space at Duke
Divinity School to further equip our leadership.
     Throughout the year, we have had many events across the conference. Four very significant ones have been:
     -Renewal Retreat, “RENUEVAME,” that was held at Trinity Center in Salter Path, NC in November, 2007. During
their time together, almost 40 of our pastors and leadership came together to develop a Practical Vision for 2008 -
2011. This vision has been given to Bishop Gwinn and the Cabinet.
     -As of January 2008, the Office of H/L Ministries joined the Office of Missions in their efforts to develop JFON:
Justice For Our Neighbors. This partnership is also working in partnership with: El Pueblo (Raleigh), Lutheran Family
Services, the North Carolina Council of Churches, and the North Carolina Justice Council. This constitutes a strong
connection between church and society that has joined together in voice and strength to address some of the very
urgent needs of refugees and immigrants in North Carolina. We view this partnership as a significant development in
the timeline of H/L Ministries in the NC Conference.
     -INCUBADOR Retreat in February, led by Rev. Eliseo Mejia of the Kentucky Conference. During this retreat our
leadership explored Healthy Churches and developed their own Ministry Action Plans. This retreat (Incubator: L3)) was
presented in Spanish and in the H/L context for ministry.
     -EMBRACE Forum II was our second workshop with Bishop Gwinn, the Cabinet and Extended Cabinet, as well as
other key conference leaders. It was facilitated by Rev. Josefina (Cookie) Santiago in partnership with Rev. Francisco
Canas, National Coordinator for the National Plan for Hispanic/Latino Ministries on April 8, 2008. This one-day
workshop was the second of three that the conference committed to in 2006 in support of developing an
understanding of the EMBRACE Plan with a connection to key leadership that would facilitate clear lines of
communication and a strong partnership as we work in this area of ministry that carries a significant message to the
church and to the world in regard to the Seven Vision Pathways to the future.

                                                                   Josefina Santiago, Director of Hispanic/Latino Ministries

immigr ant and refugee minis tries
immigr          efugee ministr
               refug         tries

When strangers sojourn with you in your land, you shall not do them wrong. The strangers who sojourn with you shall
be to you as the natives among you, and you shall love them as yourself; for you were strangers in the land of Egypt. .
                                                               .
                                                   (Leviticus 19:33-34, RSV)


 Immigration has been a hot topic in the United States in recent years (and for a long time). Even though this country
 was imagined and built on the principle of immigration, wave after wave of immigrants had experienced the rejection
and the attacks of those who felt threatened for those who are coming with or without documents. We all agree of the
  incredible richness that brings those who have the vision and the courage to come to the “land of the free.” For that
simple reason, we need not only to tolerate immigration, but celebrate it as one the sources of energy and passion for
the greatness of this country and develop an Immigration Reform that is humane and respond to the principles of this
                                                         great nation.
                                           (Oscar Ramos - GBGM Missionary)


     Thanks be to God for his call to work together as churches in this precious ministry. Most Americans want to see a
“path to citizenship” within the frame of Justice (Love) for our neighbors.



54
     One of the consequences of current immigration law is that many families are being torn apart. U.S.-citizen children
are being left de facto orphaned as their parents are deported. Our message to legislators must include a call to focus on
keeping families together and nurturing our children, a tenet of our faith as followers of Christ.
The Refugee issue is basically the same but the cause is very different. Refugees are more motivated by political and
economical reasons and tend to be partially supported by the countries of origin. Most of our churches attending our
meetings and receiving advice are more familiar with refugees than with immigrants.

As Dr. Amerson said regarding refugees, “The stranger, by definition, is an outsider, and may be excluded from the
networks which insiders rely on for the satisfaction of their daily needs. Therefore, Christian teaching about hospitality
insists that strangers be treated the same as insiders and so, the outsider becomes our neighbor. The stranger is
created in the image of God and shares the same rights as the rest of us simply because of their humanness.”

     We are all writing our reports for the 2008 Annual Conference because we are Easter people, people who are
invited to make disciples and to practice radical hospitality. We are celebrating Jesus appearing to those two “fools”
who seemed to going nowhere. To them, Jesus says that they are “slow-of-heart to believe,” and then He proceeds
and opens the scripture to them on the road to Emmaus.

     The affirmations mentioned above came out of two different meetings where we had members of different
organizations present to help us reflections on these serious issues: Briane Casey from Lutheran Family Services;
Irene Godinez, from El Pueblo; Dani Martinez-Moore from The NC Justice Center; George Reed and Chris Beers from
the NC Council of Churches and representatives of more than 35 United Methodist Churches.

We have been coordinating these efforts with the Hispanic/Latino office as well as with the Office of Missions and the
pastors of the churches in the NC Conference. There is a database in the office of Missions that will help us to serve
brothers, sisters, families that come from many countries around the world.
May God continue to help and guide us, as we get involved in this precious challenge.


                                                        Luis F. Reinoso, Immigrant and Refugee Committee Coordinator



missions team
    The human suffering and needs are great throughout the world, and the United Methodists in the North Carolina
Conference continue to respond generously to the many needs with our prayers, presence, gifts and service. The NCC
Missions Team and Board of Missions, Inc. utilize our connectional dollars to generate, respond to, and sustain multiple
missional needs in our community and throughout the world with the expectation that lives will be positively transformed.
    Coupled with funds from the connectional budget, The Duke Endowment provided an additional $20,000 for the
Town and Country Grants. The total of these two sources is used to encourage and promote missions ministry in or
connected to the NCC and to empower and support local congregations. A few of the many such ministries follow: The
funds support the Church and Community Worker who serves 16 churches in the Rockingham Native-American Cooperative
Ministries. The Team helps fund a Refugee and Immigration Ministry to aid families in their resettlement process as well
as to provide training, education and action steps to aid in the development of this ministry. They support NC United
Methodist Volunteers in Mission, promote Mission Studies, and help support missionaries. Some of the recipients who
receive the largest grants are Robeson County Church and Community Center, Society of St. Andrew, Liberia Ministries,
UMVIM and MERCI. Globally, in conjunction with the Western NCC, we use the funds to provide monetary support to
Project AGAPE in Armenia, a country still suffering the devastation of war, earthquake, and past Soviet exploitation. We
help sustain a hospital and provide their medical supplies, goods, food, books, agricultural tools, and buildings that
provide a safe haven for the children. Shana Harrison, our NC-supported GBGM missionary in Chile, receives programming
money from us for an adult sheltered workshop, providing spiritual and physical care in a Christian context for mentally



                                                                                                                         55
and physically disabled adults. With the generosity of our Conference, our Liberian UM brothers and sisters receive funds
for medical care in clinics and a hospital and they receive containers of textbooks for their schools. Our money goes to
support ministries in Peru centered on teaching, feeding, spiritual development, and building the Kingdom in the Wesleyan
Way.
     The Board of Missions, Inc. (BOMI) is the legal entity which the Missions Team administers. Formed 53 years ago,
the BOMI oversees the nearly five million dollars available for loans to churches to help with a variety of building needs.
Loans are available at an interest rate one point below prime and presently loans exist in all 12 districts of our conference.
BOMI also funds two general contractors who work only with our conference churches to build new churches and to
restore or renovate existing churches. BOMI provides much of the materials needed as well as expertise and volunteer
labor in order to reduce the cost of these building programs. Churches do pay a small percentage of the total building
cost, however.
     This year, we started a partnership with Stop Hunger Now whose worldwide headquarters are located at Fairmont
UMC, Raleigh. In 2007, SHN collaborated with the NCC, The Duke Endowment, and MERCI to open an Operation
Sharehouse at MERCI in Goldsboro, empowering rural congregations to address world hunger. In the past six months,
dozens of congregations, many of them United Methodist, have hosted and participated in “packaging events” to assemble
highly-nutritious meals for distribution in disaster relief and school feeding programs worldwide. This year, SHN collaborated
with the NCC and UMCOR to ship a forty-foot container of 287,000 meals to the earthquake-torn regions of Peru. In the
first two years, the Raleigh Operation Sharehouse has packaged over five million meals, and has done so with many
United Methodist congregations participating.
     The 12 districts throughout the Conference have been actively working to relieve the suffering of their fellow human
beings in their communities, state, and throughout the world. In addition to the extraordinary amount of mission work in
our own communities, church teams have traveled to countries such as Bolivia, Africa, Jamaica, Chile, Peru, Liberia,
Zambia, Zimbabwe, Armenia, Haiti, Mexico, the Bahamas, and many more. We have not forgotten the needs of the
people along the Mississippi Gulf Coast as they strive to rebuild their lives and their communities following Hurricane
Katrina. Church teams continue to work alongside the Mississippians. The NC Conference has had teams in Mississippi
almost continuously since October 2005.


                                                                                              Jo Elaine Harris, Chairperson


multicultural ministries
     In 2007, the Multicultural Ministries Team approved a total of $51,200 through the Comprehensive Plan of
Inclusiveness Grants (CPI) as seed money to support 28 ministries in the Durham, Fayetteville, New Bern, Raleigh,
Rockingham, Rocky Mount and Wilmington Districts, as well as some initiatives at the conference level. Another
$32,024 was granted from The Duke Endowment funds. Those projects covered a variety of ministries such as
leadership training, children’s educational programs, youth tobacco prevention use, food pantries, “mothers morning
out” programs, older adults ministries, music and arts, innovative worship, immigration clinics and evangelistic
outreach efforts among others. All of these ministries have inclusiveness comprehension visions and practices and all
have to fullfill the key requirement of a process of evaluation at the end of the grant cycle (March/September). For
more information about the Comprehensive Plan of Inclusiveness in the North Carolina Conference, or about applying
for a CPI grant, contact Dr. Lawrence Johnson at 1-800-849-4433, ext. 255 or ljohnson@nccumc.org.
     Some highlights of this past year have been: Convocation on the Black Church “Creating Disciple-Making Faith
Communities” on September 28-29, 2007 with an attendance of approximately 200 people, both clergy and laity. The
guest preacher was Bishop Ernest Lyght, of the West Virginia Conference and Dr. Rodney Smothers of the Baltimore-
Washington Conference brought the keynote address.
     The Southeastern Jurisdiction Diversity Convocation (Transforming Lives by Embracing Diversity) was held at
Lake Junalaska in December. The NC Conference had the largest number of participants, with 52 attending, including

56
Bishop Gwinn and members of the Cabinet. Several members of our conference provided outstanding leadership for
this event. On the last morning of this convocation, time was given for each individual conference to meet and make
decisions and plans of “next steps.” The NCC meeting was led by LaNella Smith and the group developed an extensive
list of responses and a commitment to make diversity a genuine priority with intentional actions that will teach the
church to embrace all people. The first immediate step was to be a follow-up meeting on February 19 held at Hollands
UMC in Raleigh. During the meeting, it was obvious that all agreed on the urgent need to stop activities that generate
support with a predominant presence of persons of color, and that we begin to find ways to educate the church and
open up opportunities for genuine understanding and love of one another and a desire to be truly inclusive. The
Multicultural Ministries Team continues to look for ways to be intentional about generating respect and appreciation for
all, as well as an understanding that to be one in Christ, we must see each other as equals. This was a serious
conversation, full of passion and commitment.
    Several of our clergy women attended the Clergy-Women of Color Conference in Los Angeles, CA in January
2008. The Stewardship Seminar for African-American Churches was led by Rev. Melvin Amerson of the Texas
Methodist Foundation, with participation of approximately 130 church leaders from across the Conference.
Strengthening the Black Church also organized an event at Lake Junalaska, “Ebony Exploration for Ministry” for youth,
grades 10-12, in April. This was in conjunction with the Western North Carolina Conference, the North Georgia
Conference, and the Holston Conference. Thirteen young persons from our conference, all contemplating a call to
ministry attended this event.
    At the initiative of our committee, Irene Brownlee, Director of the Leadership Academy and Steve Compton,
Director of Congregational Development were invited to have a dialogue about the curricula of the leadership program
and how the leadership of the different ethnic constituencies can share their experience and wisdom within a
multicultural perspective among other issues. Our main concern is that in the process of preparing pastors for new
church starts, we should begin to move beyond racial and cultural categorization of churches, and that pastors of new
churches be specifically trained and challenged to start churches that are multi-cultural and multi-ethnic. Training that
is presented in the relevant context is necessary for these leaders to be effective in multi-cultural/ethnic
circumstances.
    Native American Ministries has been in a process of self-evaluation and the development of a strategic plan for
the new quadrennium is now in place. Clergy have been gathering on a regular basis to evaluate their goals regarding
leadership development. Bishop Gwinn met with Native American leadership, both clergy and laity, and ground has
been broken for a group home in Pembroke (SEMAR). This will be the first in the nation. They had training led by
UMVIM and went as a work team to Mississippi last year. Plans are in place to do the same this year. There are also
plans to send two young adult leaders to a Native American national convocation.
    The Hispanic/Latino Ministries Committee has organized several events during this past year, which you may read
about in their report.


                                                                                             Rosanna Panizo, Chairperson




                                                                                                                       57
p e r u co v e n a n t
     Year 2007/2008 continues to demonstrate that during the past 19 years, the Covenant between the North Carolina
Conference and the Methodist Church of Peru is an excellent example of mutuality-in-mission.
     This Covenant does not involve us in administrative and financial issues, but in the human relationship of
mutuality, connecting the churches through the love of Christ, where Latin American Christians can contribute to the
church of the Northern Hemisphere and thereby enrich this relationship (Bishop Aldo Etchegoyen – Chair of the
Methodist Churches in Latin America).
     One of the key participants in this vibrant ministry is Southern Pines UMC. The church’s work in Peru has included
three components: work-teams, conducting free medical clinics, and leading a Sunday afternoon children’s activity.
Over the last several years, Southern Pines UMC has worked at a small Methodist Church at Jose Olaya, a
shantytown about 45 minutes north of Lima. With the help of a United Methodist Volunteer in Mission team from the
Missouri Annual Conference and grants from the North Carolina Annual Conference, land was purchased and a
Christian Education building was constructed.
     In the fullest spirit of the Covenant, through the NC Rainbow Covenant Advance giving, other churches joined this
ministry and birthed a free medical clinic. Last year, the clinic treated over 400 people. Health kits were provided and
medicines were donated. Dr. Astrid Diaz provided dental care.
     The Rev. Sherry Driscoll, a member of Southern Pines UMC, stated, “In 2008, we had 17 team members, our
largest group. I think all of us were amazed at the size of the sanctuary! So much work had been completed since we
had been there last March - the walls and ceiling of the second floor, the addition of the roof, tiling of the sanctuary,
and installation of windows. Additionally, the free medical clinic was even more successful than previous years. Dr.
Matt Harmody estimates that 700 patients were seen in 3 days.”
     “It was amazing how much work was completed in the sanctuary on Saturday - the walls and columns were given
their final coats of paint and the installation of the tile, stained glass windows, and lights. There was much activity
going on at once!”
     “On Sunday, March 2, 2008 Bishop Jorge Bravo consecrated the sanctuary. It was a very special celebration - with
music, clapping, picture taking, and many tears of joy shed. Many persons took part in the service. There was singing,
scripture readings, and prayers. Gracie Feese, from the Missouri Annual Conference, who had been part of the group
that built the first wooden sanctuary, spoke of her experience at Jose Olaya and beautifully sang “Amazing Grace.” The
North Carolina team sang “Santo, Santo, Santo” and “Kum Ba Yah.” The team presented a plaque commemorating the
consecration along with checks totaling $2100 to go towards furnishings for the building. We all felt a sense of
completion.”
     In a true partnership of ministry, in individual teams, like Southern Pines, and through the extended connection of
the Rainbow Covenant, we have worked together to build a church for the people of Jose Olaya, which will stand as a
testimony to the glory of God for many years. A church has literally risen out of the sand where the people of this
shantytown can learn of the saving grace of Jesus Christ. As we have all been truly blessed by this experience, in the
voice of community and connection, we loudly proclaim: “Gracias a Dios!”
     The Raleigh District entered into this Mutuality in Mission when North Raleigh UMC and White Plains UMC
organized teams. In July/August 2007, they worked together with brothers and sisters at Jose Olaya, Chancay, Huaral
and Peralvillo UMCs.
Another key facet of the Peru Covenant ministry has been the strong commitment to training, teaching, and seminary
relationship. During the summer of 2007, a group of Duke Divinity School students journeyed to Peru. Dr. Kristin
Herzog, widow of Professor Frederick Herzog who helped to initiate the exchange with Peru in 1987, continues to be a
strong supporter of the Theological Training Program in Huancayo. The Rev. Tiffney Marley, Director of Black Church
Studies in the Divinity School, and Prof. Susan Eastman, Professor of New Testament also participated. This will




58
continue in 2008. In the summer of 2007, two Divinity School students did a ten-week internship in Huancayo, 12000
feet high in the Peruvian Andes, working with two seminaries, one Methodist and one ecumenical.
On August 15, Peru suffered a tragic earthquake that destroyed 80% of the city of Pisco. Over 500 people died. The
NC Conference quickly responded to the crisis. In partnership with Stop Hunger Now, the international food ministry,
we shipped 287,000 ready-to-eat meals with a value of $57,000. Much remains to be done, so if you would like to
help, please contact the Office of Missions or the Peru Covenant Team.
    In this mutual journey, these two Methodist bodies, the North Carolina Conference and the Iglesia Metodista del
Peru have greatly benefited in affirming their global Methodist heritage, have breathed in the richness of life with the
other, and have known God in connected expressions of worship and faith. In this, they have learned that they know
more of Christ in covenant than they ever did apart. As the Reverend Sherry Driscoll, co-leader of the Southern Pines
UMC Peru Mission Team, said so well, “One of the most beautiful moments happened when we shared the sacrament
of Holy Communion with the Comas 13 congregation. Even though we spoke different languages, were from different
cultures and economic groups, and lived on different continents, we were all one through Christ Jesus, our Lord!
Thanks be to God!”
                                                                                             Luis F. Reinoso, Chairperson




Unit ed Methodis t Women
 nited Methodist Women
                                           “Come to the Potter for Healing”

    The theme for 2007 was “Come to the Potter for Healing” and the focus scripture was            II Corinthians 4:7: “But
we have this treasure in earthen vessels, that the surpassing greatness may be of God and not we ourselves.” With
blessings from above and the generous giving of the local women in our conference, we were able to send $475,813
to Women’s Division for mission giving. This money will enable us to help women, children and youth to become
better educated and to reach out to others all around the world. We were also instrumental in helping Methodist Home
for Children raise over $160,000.
    The North Carolina Conference Executive Committee met in January at First UMC in Rocky Mount, in March at
Brooks Howell in Asheville and in September at Westover UMC in Raleigh. The Executive Committee made plans to
sponsor programs and events to meet the needs of North Carolina United Methodist Women, especially women and
children. We are a supportive community, working to accomplish our goals as we re-evaluate our programs to
established new goals in order to help strengthen our organization.
At the 39 and Under Event held at Centenary UMC in Smithfield on February 23-24, workshop leader, Rev. Lisa
Yebuah, inspired approximately 150 young women to remember that miracles of Jesus have an impact on the lives of
those that believe that there is still healing in the Potter’s House. The “Little Women” Teen Circle of Four Oaks UMC
shared their story of mission and fellowship. Workshops were held on spiritual, physical, financial and organizational
healing. Courtney Jones and Paulette Kim of the Women’s Division were co-instructors on a special workshop for teen
membership.
    On March 10, our conference officers, district officers and potential leaders from each district attended a
“ReKindle the Gift” workshop on leadership skills. The event was held at Pinehurst UMC and was led by Julia Tulloch,
staff member of Women’s Division.
    The Conference Racial Justice Workshop was held at First UMC in Rocky Mount on April 28. Carol Barton and
Elmira Nazombe, Women’s Division staff, led the workshop on immigration. Approximately 200 ladies were in
attendance.




                                                                                                                           59
     The Spiritual Enrichment Retreat, May 18-19 was held at Jarvis Memorial UMC in Greenville. The women were
asked to be “Resurrection Women” through our understanding of and commitment to God’s mission to women,
children and youth. Nancy Bearden Hudson and Joyce Winston, officers of the SEJ Core Planning Group, led the
retreat.
In June, the conference officers and School of Christian Mission dean, assistant dean and study leaders attended the
South Atlantic Regional School of Christian Mission at Virginian Wesleyan College in Norfolk, VA. Ann Davis, our
conference secretary was the dean of the school. Our study leaders were introduced to our mission studies—Music
and Mission, Globalization: Its Impact on Our Lives and Israel and Palestine. Our Conference School of Christian
Mission was held at Methodist University in Fayetteville on July 25-28. On Friday evening, Joan Purcell, Director of
MATCH, presented an overview of the MATCH program. Individuals donated various gifts, along with monetary
donations for programming events.
     National Seminar was held August 11-16 at Scarritt-Bennett Center in Nashville, TN. The theme was “Turn this
World Upside Down.” Melba McCallum attended as the North Carolina Conference Representative.
The Mother Child Retreat was held at Camp Don Lee on September 16-18. The camp was filled to capacity with 230
mothers and their children in attendance. Madoline Murphy led this event.
Our conference annual meeting was held on October 13 at Methodist University in Fayetteville. There were 468
persons in attendance. The 2008 budget was approved and the 2008 conference officers were installed. Officers for
2008-2009 are Ann Davis, president; Sandra Croom, secretary; JoAnn Barbour, coordinator for Social Action; Dora Ann
Maness, chairperson of Nominations and Doris Wade, LaNella Smith and Kendall McDougald, committee members.
Eight recipients were awarded $8,000.00 in scholarships.
     Conference DO-IT-DAY was held November 10 at Westminster UMC in Kinston. The district officers were trained
in job responsibilities. The November 17-19 Leadership Training for the new conference officers was held in St. Louis,
MO. Those attending were Ann Davis, JoAnn Barbour, Doris Wade, and LaNella Smith.
     Our local units and district teams, put in many hours as volunteers in their local communities in food and clothes
pantries, tutors in schools, visitors in nursing homes, at mission project sites as well as their local churches. They put
together several hundred school kits, health kits, flood buckets, and layettes.
The North Carolina Conference United Methodist Women would like to express their thanks and gratitude to Jimmie
Shuler for her four years of service as our Conference President.


                                                                                  Ann Davis, Conference President (2008)
                                                                               Jimmie Shuler, Past Conference President




                spiritual formation and leadership circle
c h i l d r e n ’ s m i n i s t r y ye a m
In children=s ministries we celebrate...
...ALet the children come…@ a resource event for adults in leadership of local church children’s ministry held Saturday,
April 19 at Salem UMC in Greenville and again on Saturday, August 23 at Page Memorial UMC-Aberdeen. This event
includes…worship that models inclusion of children led by Rev. Laura Early and All God’s Children UMC and
workshops offered on use of One Room curriculum, involving children in mission, selection of curriculum resources
and churches partnering with parents for faith formation of children.
...The work of the Conference Safe Sanctuaries Task Force. (See related report)
YParticipation by several leaders in children=s ministry from churches across the Conference in the Large Church
Initiative/General Board of Discipleship sponsored FORUM event in February, 2008 (in anticipation of the NC
Conference hosting this event in 2010).



60
…The work of Margaret Anne Biddle as a childcare (weekday ministries such as preschool, afterschool and daycare)
consultant with primarily rural churches funded by a grant from The Duke Endowment.
…The opportunities provided for children through outdoor and camping ministries related by faith to the NC
Conference and part of our extended connectional ministries at Chestnut Ridge, Don Lee and Rockfish.
          In particular, we celebrate all that local churches are doing in ministry to, with and by children as we welcome
every child in Jesus= name!


                                                                                                  Amy Staley, Chairperson


ch r i s t i a n ed u c a t o r s f e l l o w s h i p
    The purpose of CEF is to nurture, support, challenge, and advocate for persons responsible for working in the all
areas of Christian spiritual formation or discipleship training, such as Directors of Christian Education, Directors of
Children, Youth or Adults, Sunday School leaders and teachers, and Small Group ministry leaders. As a response to a
survey to various Christian Educators serving in an ever-growing spectrum of ministry areas, and through a visioning
and discerning process, some organizational changes were begun in the 2007-2008 season.
    Those working in the area of Christian Education expressed a need for more opportunities to learn, to network and
for renewal with less distance to travel. With that in mind, the Leadership Team developed a strategy for conference-
wide training, retreating for renewal, and continuation of traditional events (Book and Resource Sharing in May and
Celebration/Installation of Officers in December) Regional networking groups were identified throughout the
Conference.
    Plans are for a day for training and a two day retreat for Spiritual Renewal to be held each year. The NC chapter of
CEF hosted a “day apart” in November with the theme: “The Methodist Way: Living in Covenant with Christ and One
Another”, led by Mary Jane Pierce Norton, Family and Hispanic Ministries, General Board for Discipleship and a
Deacon in the NC Conference. The 2008 retreat, “Call to Sabbath” was held at the Bergland Adult Retreat Center at
Rockfish Camp and Retreat Center, led by Jo Elaine Harris, a Deacon serving as Raleigh District Missions Pastor.
     Regional networking groups are being established. The first to form outside of the Raleigh area was the
Fayetteville, Sanford, Rockingham group, facilitated by Dorothy Funkhouser. This group meets monthly at various
churches within the region. Groups in the Raleigh, Burlington, and Wilmington districts and other areas are in the
forming stages. Information about plans, meetings, events and resources are available on a link from the NC
Conference website.
http://www.nccumc.org/nccefnew/default.htm
    Several Christian Educators from our Conference will be attending the National Christian Educators Conference,
“Blessed to be a Blessing” in Albuquerque, New Mexico in October 2008 and will be bringing home resources to be
shared.


                                                                                                    CEF Leadership Team




                                                                                                                          61
clergy care
     Since 1971 the Committee on Clergy Care (formerly the Committee on Pastoral Care) has served clergy in the North
Carolina Annual Conference by providing financial aid for confidential professional counseling and marriage and family
enrichment. Beginning 2004, in keeping with our understanding of the call and ministry of those who serve the Church as
commissioned minister, deacon, diaconal minister, elder, or licensed local pastor under appointment, the Committee is
now referred to as the Committee on Clergy Care. The Committee is comprised of five members from the Board of
Ordained Ministry (one of whom serves as chairperson); one representative from the Conference Clergy Living Committee;
one representative from the Clergy Partners Association; and one Pastoral Counselor. Funding for grants and expenses
of the committee is included in the budget of the Board of Ordained Ministry and the awarding of grants is dependent
upon the availability of funds.
     Financial aid is available to both clergy and diaconal ministers and their families, as described in the section below
entitled, “Eligibility for Financial Grants”. The financial grants, of up to $400 per family per calendar year, are provided to
cover one-half of the cost of counseling sessions. Ministers under the NC Conference health insurance program should
review the Health Care Benefits for outpatient psychiatric care. The coordination of insurance benefits and Clergy Care
Grants should not exceed 100% of fees charged.
                                         MARRIAGE AND FAMILY ENRICHMENT
The Committee on Clergy Care encourages participation in marriage and family enrichment events, including those
focusing on the needs of single, as well as married ministers. Grants up to $100 per individual, or $200 per family or
couple, per calendar year, are available. A schedule and/or outline of the events, leaders’ names and credentials and
verification of participation should accompany a letter of application for the grant.


                                          ELIGIBILITY FOR FINANCIAL GRANTS
Persons who qualify for financial grants:
     1.   Clergy who are members of the NC Annual Conference whose status is active, retired or on leave in accordance
          with ¶¶ 353, 354 or 355 of The Book of Discipline 2004, or any person, regardless of conference relationship,
          who is serving a local church of the NC Annual Conference, or a dependent.
     2. Diaconal ministers and or candidates who are serving a local church and are members of the NC Conference.
     3. Grant eligibility continues for two years for persons who have terminated their relationship with The United
          Methodist Church, for surviving spouses of minister and for former spouses of eligible persons.
     Conference clergy and diaconal ministers and their families are eligible for grants. A family is defined as dependents
of the minister living in a ministers’ home or parsonage, including spouse, children, parents and grandparents. Ministers’
children through the age of 22, whether attending college or living at home, are eligible to receive financial grants.
                     COUNSELORS AND THERAPISTS WHO QUALIFY FOR FINANCIAL GRANTS
     Only counselors and therapists who meet the following criteria qualify to receive grants from the Committee on
Clergy Care:
     Psychiatrist: American Medical Association (AMA) Board Certification, North Carolina License;
     Psychologist (Clinical): Licensed Practicing Psychologist LPP and/or HSP-P), North Carolina License;
     Pastoral Counselor: Member, Fellow or Diplomat of the American Association of Pastoral Counselors, Inc. (AAPC)
     Counselor: Clinical Member of the American Association of Marriage and Family Therapists (AAMFT), North
     Carolina Certified Marriage and Family Therapists, North Carolina Licensed Professional Counselors (LPL)
     Social Worker: Member Association of Certified Social Workers (ACSW)




62
                                               APPLICATION PROCEDURE
    The Counselor or therapist, at the request of the qualifying client who is receiving the counseling, is to make application
for a grant to the Chairperson of the Committee on Clergy Care in the following manner:
    1.   The counselor or therapist requests an application form and instructions from the Office of Ministerial Relations.
         This request should be addressed in care of the Office of Ministerial Relations, PO Box 10955, Raleigh, NC
         27605, or by calling either 919-832-9560 or 800-849-4433, ext 244.
    2. Once the application and instructions for a Clergy Care Grant are received by the counselor/therapist, and a
         determination is made that the client qualifies, the application should be completed and returned to the Chairperson
         of the Committee on Clergy Care. To protect the confidentiality of the client, the client’s name shall never appear
         on the application. When more than one member of the client’s family is involved in counseling, all family
         members shall be assigned the same case number.
    3. The counselor/therapist will receive the financial aid grant on behalf of the client to apply to the client’s account
         or to refund to the client if the account has already been paid. Clients should request from the therapist a
         statement showing the amount of financial assistance received from the Clergy Care Committee and should
         request the counselor/therapist to contact the Chairperson of Clergy Care to negotiate an acceptable procedure
         if any problems arise concerning the process. The client, not the Clergy Care Committee, is responsible for all
         contracts, negotiated fees and payment of services that are provided.
    4. The deadline for submitting grant applications is December 20th of the calendar year in which the services were
    provided.
    In 2007, the Committee on Pastoral Care granted $8742.76 for counseling sessions. This represents 501 sessions
with counselors and therapists during the calendar year. Grants processed in 2007 totaled 48, representing 250 sessions
for clergy, 7 for cleric and spouse, 66 for spouse, 34 for children. Of these 48 grants, 8 received the 2007 maximum of
$400.00 in assistance and 4 received at least half to two-thirds of the maximum grant .


                                                                                                   Alice Kunka, Chairperson




                                                                                                                           63
                                                  ta
C l e r g y C o u n s e l i n g a n d C o n s u l ta t i o n
     The Commission on Clergy Counseling and Consultation (CCCC), established by the 2000 Annual Conference,
addresses the needs of clergy and their families for psychological services. The director of the Clergy Counseling and
Consultation Service, Jane Clark Moorman, MSW, LCSW, BCD, continues to:
     1)   Provide diagnostic assessment, counseling, psychotherapy, and referral services for clergy and members of
          their families within their faith perspective;
     2)   Provide mental health consultation to clergy regarding their pastoral counseling work with parishioners and
          round-the-clock assistance in handling crises;
     3)   Establish a network of mental health providers throughout the North Carolina Conference who understand the
          particular stresses of clergy families and can provide counseling/psychotherapy for them upon referral;
     4)   Plan/provide continuing education programs designed to enhance assessment, counseling and referral skills
          of our clergy.
     Because this service has been supported by appropriations from the NC Annual Conference, it has been possible
until now for the CCCS to provide these services while charging no fees to our clergy. As always, Ms. Moorman
maintains a policy of strict confidentiality, guarding the privacy of those who seek her services. While clergy
always have the option of seeking services from other providers, utilizing their health insurance benefit, the CCCS has
remained in demand and the task force appointed by Bishop Gwinn recommended in 2007 that the service be
continued. Further information regarding the CCCS or appointments is available by calling Ms. Moorman at toll-free
866-440-4200 or Durham local 919-402-4200.
     The Bishop’s Task Force also recommended in 2007 that the CCCS work toward self-funding, and suggested
filing for insurance reimbursement. In response to this, the 2007 Annual Conference deleted operational funds from
the CCCS budget beginning in 2009. Although the CCCC would prefer to retain the current funding mechanism, it has
over the past year been diligently seeking to respond to this mandate by exploring a variety of options, thus far without
success. The Insurance Committee has decided against direct funding from insurance funds, and NC Blue Cross/Blue
Shield has closed its panel to new mental health providers. We are communicating with several endowments in order
to identify possible grant sources and to identify other fund raising options. To address this need for 2009 operating
funds, an Advance Special # S00182 has been established with the Annual Conference in the hope that some of
you who read this report might wish to support this program financially.
     Also in response to the Task Force, the CCCC has endeavored to improve its connection with the Annual
Conference by its chairman attending meetings of the Spiritual Formation and Leadership Development Circle and has
a written plan for coverage should its director become incapacitated.
     The long term stability of this program, however, depends on long term financial stability, and, as this report is
prepared, this remains uncertain.


                                                                                      Ted R. Kunstling, M.D., Chairperson




64
Campus Minis try
Duke Wesley Fellowship
    Duke Wesley continues to direct energy into the renovation of the Duke Wesley House even while we use it for
programming, worship, and general fun. Six people currently live in the house, modeling for all of us Christian
community and Christian hospitality. Residents for the upcoming school year have been selected and are already
thinking together about new and better ways to use this wonderful facility. Owning property has not deterred us from
our primary responsibility to model mission and ministry to the larger Duke Campus. On April 19th, we dedicated our
Habitat for Humanity House, our fourth in the past six years. For spring break, we sent students to Belize and
Honduras and kept another team here in Durham to study the issue of Racial Reconciliation. Over the winter break, we
sent a team to New Orleans, the fourth team since Hurricane Katrina hit. In the fall, we journeyed to Hinton Rural Life
Center in the western part of North Carolina. While these are the headline grabbers, it is the faithful and steady work of
worshiping and celebrating the Eucharist together each week, studying Word and world through small groups,
challenging ourselves to move from social charity to engaged social justice, and finding time to laugh and play that
provide the real glue for this community of faith. Thanks be to God for sending us the Holy Spirit and uniting us through
the love of Christ.


                                                      Jennifer E. Copeland, United Methodist Chaplain, Duke University


Wesley Foundation at UNC-Chapel Hill
    Campus Ministry at the Wesley Foundation at UNC-Chapel Hill is thriving and growing. As we continue to move
forward with our building expansion project, students are excited and eager to generate new programs to encourage
broader participation in our ministry. Our new mission statement speaks to this:
Wesley is a Spirit-led living and learning community where faith development and servant leaders are
nurtured: rooted in Jesus Christ, grounded in the Wesleyan tradition and practicing radical hospitality.
    Our small group ministries continue to increase in number and size. This year, we offered two Disciple Bible
Studies and two additional Bible studies (Song of Solomon and “Troubling Scripture Passages”); we discussed God
and Politics, Christ and Culture and provided support groups for students in transition (specifically freshmen and
seniors). We continue to worship weekly and serve the community monthly, while also gathering weekly for fellowship
and spiritual growth. A group of students spent spring break in ministry in the village of Jacu, Panama, painting a
church roof and school classrooms, and playing with the children. We fielded multiple intramural teams (a great way
to bring new students into the ministry) and cheered on the men’s basketball team. And together, we grieved the loss
of Eve Carson, UNC Student President.
    Wesley is grateful for the ongoing support for campus ministry from the North Carolina Conference in the midst of
great change. Our commitments to holy hospitality, faith formation and leadership development continue to produce
fruit that the Conference can feel good about. All that we are and all that we do for God in this place is to advance
God’s vision for a just and humane world as defined by the love of Jesus Christ.


Jan Rivero, Campus Minister, Wesley Foundation UNC-Chapel Hill


Raleigh Wesley Foundation
    The Raleigh Wesley Foundation in many ways resembles an Acts 2 church. We truly practice radical hospitality
in that all students have a place around our table. While most of our students are United Methodist, there are some
who are not and some who have little or no church background. We are a place that welcomes the stranger (and the
familiar) regardless of who they are, what they are, or where they are in their faith journey. Some are drawn by our
“gastro-evangelism” but they stay because they find a place to belong and call home. We are also marked by



                                                                                                                        65
passionate worship and value our role as a worshipping community. At least once a month, we use our weekly
meeting time to share in worship that is diverse and to share in the celebration of Holy Communion.         Worship is
an important part of our retreats and mission trips as well. With the addition of our new worship center, we plan to offer
worship opportunities on a weekly basis. We are intentional about spiritual formation. We offer a number of small
group experiences in addition to our weekly meeting; time set aside for Bible study, discussion and spiritual formation.
At least twice a year, we plan weekend retreats to build community and strengthen faith. Finally, risk-taking mission is
also a vital part of our ministry. We believe that our students should be challenged to meet the needs of others through
mission and service, both locally and abroad. Each year we plan a mission trip, alternating between domestic and
international trips, so that our students can be exposed to diverse cultures, lifestyles and environments. By expanding
their perspectives, students learn that there are many of our brothers and sisters who are in need and for whom we
should be concerned.       We have also participated in campus-wide service events such as Shack-A-Thon to benefit
Habitat for Humanity, Service NC State to help package over 300,000 meals for Stop Hunger Now, and Service
Raleigh. This past May, we worked with the MERCI Center to repair homes for low income families in Wayne County.


                                                        Rev. Kirk Oldham, Campus Minister, Raleigh Wesley Foundation




Wesley Foundation of Greenville
         Each summer, for the past five years, we have had a major improvement project to our facilities. This past
summer, the project was renovating the Daniel T. Earnhardt Auditorium (named after our former director). The students
did all the work. They constructed and installed acoustic panels and decorative banners, redesigned the stage, added
theatrical lighting, mounted speakers, an LCD projector and screen to the ceiling and rewired everything to a huge
control booth in the rear. Perhaps the best thing was nearly all expenses were paid for by the students, and yes it really
does give a boost to the level of praise and worship.
                  During the fall, we had two overnighters for over 100 middle school students from 11 different
churches around the NC Conference. The theme was based on the board game Clue. Six of our Wesley students
dressed up as the Clue characters: Miss Scarlet, Col. Mustard, Mr. Green, etc. and were joined at a mystery dinner by
the middle schoolers. In the course of the meal, the characters all slipped out along with the host, Mr. Black (played by
our campus minister, Scott Wilkinson). Suddenly the news spread that Mr. Black has been murdered and the middle
schoolers are all hired as detectives to try and solve the mystery. As they sleuth around the Methodist Student Center,
they encounter each of the characters again gaining more and more clues with each encounter. Finally, a video of Mr.
Black (made just before his murder) is discovered. All participants watch together as Black tells of his new found faith
in Christ and that the “mystery hidden from the ages is Christ in you.” As Black gives a personal word to each
character, the final clue is given and the murder is finally revealed. Praise and worship, games and movies continued
all night and the middle schoolers left after a hearty breakfast. Needless to say, everyone had a blast!
        We had two successful mission trips during spring break. One group of seven went to New Orleans and
continued the Hurricane Katrina relief work. Another group of 19 went to the Dominican Republic. They painted a
church, did three days of VBS with 120 children and served food to a pressing crowd of hungry Haitian refugees living
little better than slaves on a sugar cane plantation.
       Later in the spring, five rooms at the Methodist Student Center were decorated to emphasize five different
forms of prayer: Confession, Meditation (featuring a 30’ labyrinth), New Life, Empowerment (complete with tongues of
fire and a mighty wind!) and Intercession (with scenes encouraging participants to pray for those who experience
prejudice, war, hunger or natural disasters). People from area churches, as well as students from ECU and Pitt
Community College made the 30 to 45 minute journey through our “House of Prayer.”




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        Our Thursday night programs continue to average about 50 students. Often the meal is provided by a different
UMW group from area churches and after praise and worship, a message is given by our director or a student or
guest. Please pray that we will continue to be a faithful, Christ-centered “Home-Away-From-Home” to college students
in the Greenville area.


                                                    Scott Wilkinson, Campus Minister, Wesley Foundation of Greenville


Wesley Foundation at UNC-Pembroke
    The Wesley Foundation is a vital part of First UMC-Pembroke, UNC-Pembroke and the Pembroke area. The
campus minister and the student intern have been active in all three areas, finding new ministries and improving upon
old ones. Some of those are as follows:
    •    The Wesley Foundation maintains an hour of devotion on Wednesday mornings for any students who would
         like to participate. This time of fellowship takes place in the University Chapel, a place conducive to Christian
         worship.
    •    A soup kitchen/clothing closet has been established in Pembroke for those how are in dire need of
         assistance. The Wesley Foundation contributes to this effort financially and with volunteer time from the
         campus minister and students.
    •    The local high school sponsors a group called the Young Christian Association (YCA). Approximately 70-80
         students gather before school on Wednesday mornings for breakfast and a devotion led by various people
         from the community. On numerous occasions, the Wesley Foundation has furnished breakfast, devotions and
         other materials for the students.
    •    In the summer, an intern from Duke, spending a week at First UMC-Pembroke, also worked on ways to
         improve and grow the Wesley Foundation.
    •    The campus minister (pastor of First UMC-Pembroke) is abreast of needs in the community and on the
         campus and if there is any way that the Wesley Foundation or the church as a whole can meet them, the
         appropriate actions are carried out.
    The Wesley Foundation at UNC-Pembroke is one with lots of potential. As of yet, it is still a small ministry, but the
growing campus and the many needs of the town make it possible for the Wesley Foundation to be a vital part in the
life of the community. The campus minister and student intern maintain contact with the district superintendent and
other local pastors (both United Methodist and others) so that they might better and fully understand the mission and
vision. With God’s grace and the love of Christ, the Wesley Foundation will thrive at UNC-P.


Dufrene Cummings, Campus Minister and Pastor, Wesley Foundation, UNC-Pembroke and First UMC-Pembroke


United Christian Campus Ministry in Wilmington
    The mission of United Christian Campus Ministry (UCCM) of Southeastern North Carolina, Inc is to encourage,
nurture and support the spiritual growth of all the people at institutions of higher education in Southeastern North
Carolina. We fulfill this mission in various ways on the campuses of The University of North Carolina – Wilmington
(UNCW) and Cape Fear Community College (CFCC).
    In addition to providing experiences for students to grow in their faith through the student group F.O.C.U.S.
(Fellowship of Christian University Students) on the UNCW campus, UCCM continues to expand our ministry to others
through various programs on both campuses. UCCM is well established on both campuses – UNCW and CFCC. In
1972, UCCM was the first campus ministry on the UNCW campus and is the first campus ministry in the NC
Conference to reach out to a community college. UCCM has been well received on the CFCC campus since 2001.




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     UCCM continues to be well respected on the campuses and is invited by the administration to participate in areas
that would normally be off limits. Much depends on the relationship of trust which is, in part, due to the ecumenical
nature of the ministry. UCCM is supported by The United Methodist, the Presbyterian PCUSA and the Disciples of
Christ (Christian) Churches.
     An important event this year was after the Virginia Tech tragedy occurred in the spring of 2007. UCCM was called
upon to coordinate a student-led memorial service and to share a message on behalf of the university regarding the
resources available to students in need. Over 450 people attended this memorial service on campus.
UCCM is on the Cape Fear Community College (CFCC) campus, too. UCCM strives to find ways to support the
students and staff to reduce the stress level if even for a little while and to be a ministry of presence to those in need.
UCCM does this through coffee breaks, stress relief tables, spirituality/health awareness and many one on one
discussion times. The number of lives touched at the community college is about 800 per year.


                  Nancy L. Cooper, Campus Minister, United Christian Campus Ministry of Southeastern North Carolina


United Christian Campus Ministry at NC Central University
     The United Christian Campus Ministry has been involved in the following ministries since July, 2007:
     The Reorganization of Christian Student Fellowship with a focus on mission, outreach and discipleship. Students
are involved in tutoring elementary and middle school students in local community centers. They participate in local
worship in area churches, attending regional and national conventions, hosting programs and seminars on campus.
Christian Student Fellowship joined with other ministries on campus to host a series on sexuality and living in the will
of God.
     FITT Ministry (FAITH, INTEGRITY,TRUTH & TRUST) is a men’s ministry to encourage, nurture and build
relationships for maintaining a spiritual presence in a collegiate environment. This ministry was responsible for
membership intake, Bible study and hosting its first MAN UP conference that focus on issues (i.e. relationships,
wellness, moral development) that males are confronted with on college campuses. Speakers included local pastors,
alumni and student leadership of the campus.
     United Christian Campus Ministry continues to provide leadership and presence for various university programs
such as the Organization Fair, 9/11 Remembrance Service, Martin Luther King, Jr. Week Activities, Convocations,
Graduation, fundraising and other university events.


                                         Michael D. Page, Executive Director, United Christian Campus Ministry – NCCU




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i t i n t e r a n t c l e r g y m o v i n g e x p e n s e , co m m i t t e e o n
Effective Date June 1, 2008
   The Itinerant Clergy Moving Expense Committee met to study moving expense needs and policies.
          The Committee makes the following recommendations.
I.        Eligibility
          A.        Pastors of local churches continuing under appointment to local churches within the Conference,
                    district superintendents, and Conference ministerial staff whose salaries are paid from the
                    Conference treasurer’s office.
          B.        Pastors in section I.A. who become Conference Evangelists upon moving from an appointment
                    to new residence. Their moving expense to return to any of the above categories will also be
                    paid.
          C.        Pastors in section I.A. who retire from serving appointment or who assume approved incapacity
                    leave or return into active service from approved incapacity leave.
          D.        Widows or widowers of those identified in section I.A. upon moving from place of appointment
                    to new residence.
          E.        Pastors moving into an appointment in the North Carolina Conference to assume full time or
                    student appointments under section I.A.
          F.        Interim Supply pastors
          G.        Pastors being appointed to leave of absence are entitled to moving expense for one leave of
                    absence.
          H.        Pastors who are called to active military duty will be entitled to moving expense at the time of
                    call up, if need be, and at the time of return, if need be, if not covered by the military, with
                    substantiation of the military orders.
          I.        Persons moving who are not defined above will not be eligible to make claim.
II.       Payment of Claims
          A.        All reimbursements must be substantiated with paid receipts for actual moving expenses. All
                    reimbursements must be for expenses which are deductible for income tax purposes according
                    to Internal Revenue code, Section 217, non-taxable fringe benefits. Payment will be granted
                    to all who are eligible to make claims as follows:
                    1.        Active itinerant clergy in section I.A., I.B., I.E., I.F. ,I.G. and I.H. (except retiring clergy,
                              widows, widowers, and clergy couples) will receive reimbursement of costs up to
                              $2,000.00 with submission of paid receipts for actual moving expense.
                    2.        Retiring itinerant clergy, widows, or widowers will receive reimbursement of costs up to
                              $3,000.00 with submission of paid receipts for actual moving expenses. The retirement
                              amount may be granted upon request when taking incapacity leave in lieu of receiving
                              the retirement benefit at retirement.
                    3.        Itinerant clergy couples will receive reimbursement of costs up to $2,400.00 with
                              submission of paid receipts for actual moving expenses. If only one member of the
                              clergy couple is re-appointed, section II.A.1. will apply.
          B.        Travel: Mileage is reimbursed at the standard IRS rate for moving expense deductions. This
                    rate may be paid per mile per vehicle for a single trip to move each vehicle to the new residence.
                    If a vehicle is used to move household goods, i.e., in lieu of a moving company, additional trips
                    may be reimbursed as necessary. The per trip mileage will be computed from appointment to
                    appointment, or from the Conference boundary to the appointment, or from the appointment
                    to the residence/Conference boundary (in case of retirement), whichever is less. Either the
                    mileage as described above or actual out of pocket expenses for gas, oil, etc, may be reimbursed
                    from the Conference boundary.
          C.        Reporting and Payment Requirements
                    1.        IRS guidelines require that moving expense reimbursements be reported on a W-2.
                              Based on recommendation from legal counsel and their consultations with the Internal
                              Revenue Service, we recommend that the W-2 be issued by the local church. The
                              Conference Treasurer will provide to the local church all moving expense information
                              to be reported on the W-2. The Conference Treasurer will make payment to the new
                              local church appointment. The new local church will pay the clergy and include the
                              moving expense on the W-2 that they issue to the pastor at the end of the year. In



                                                                                                                           69
                         absence of a new appointment, payment will be made to and reported by the old
                         appointment.
              2.         The Conference Treasurer will make this payment upon receiving the Itinerant Clergy
                         Moving Expense Requisition form signed by the person receiving reimbursement and
                         approved by the sending District Superintendent, along with appropriate receipts to
                         substantiate the expenses.
              3.         The pastor should send the completed document, “So You’re Moving” checklist to the
                         sending District Superintendent. This will fulfill the 2004 Discipline, Paragraph 2532.4,
                         which states “The chairperson of the board of trustees or the chairperson of the
                         parsonage committee, if one exists, the chairperson of the committee on pastor-parish
                         relations, and the pastor shall make an annual review of the church-owned parsonage
                         to ensure proper maintenance.”
              4.         Moving expense funds will be withheld by the Conference treasurer if the district
                         superintendent determines that the parsonage was inadequately cleaned or was
                         damaged beyond normal wear and tear. If an inspection by the district superintendent
                         and the pastor-parish relations committee or the parsonage committee reveals monetary
                         needs for cleaning or repairs, or for having the fuel tank filled, the remaining balance of
                         the moving expense due said pastor shall be made payable to the respective district to
                         pay for needed cleaning or repairs. If the district superintendent or the moving pastor
                         is NOT in agreement with said pastor-parish relations committee or the parsonage
                         committee, the superintendent may request the arbitration committee of the clergy
                         living committee to inspect the parsonage involved and give an impartial
                         recommendation.
       D.     The Conference treasurer will make an advance payment up to $600.00 to eligible itinerant
              clergy to cover the expense of deposit and fees for moving expenses prior to their move, upon
              approval by the district superintendent. Those receiving an advance must substantiate their
              expenditures, and any money that is left over shall be refunded to the Conference treasurer.
              All advance payments shall be included in W-2 information provided to the local church by the
              Conference Treasurer for inclusion on the W-2.
       E.     No additional claim can be made against a local church, district, or the Conference for payment
              of moving expenses.
       F.     Reimbursable expenses include the cost of boarding and moving domestic animals, the moving
              of recreational vehicles, boats, etc., moving household and personal goods, travel as defined
              in II.B., lodging, packing, crating, in-transit storage and insurance, labor costs, and any other
              expense necessary to physically move household items. Expenses which are not reimbursable
              include meals, purchase of household items, or any other item not reasonable or necessary for
              the move.
       G.     The request for moving expense reimbursement must be received in the Treasurer’s Office no
              later than four months following the date of the move.
       H.     Reimbursement will be considered a qualified, non-taxable fringe benefit not subject to income
              and self-employment tax when:
              ·     Your move is 50 or more miles from the old appointment to the new appointment and
              ·     Your new appointment is full time for at least 39 weeks during the first 12 months at the
                    new location.
              If your appointment does not meet the above conditions, then the reimbursement will be reported
              as taxable for both income and employment tax. However, if your reimbursement is treated as
              taxable income, an additional stipend in the amount of 20% of the taxable income portion will
              be provided. The maximum stipend will be no more than 20% of the applicable limit stated in
              section II.A.
III.   Review Committee
       A.     There will be a Review Committee consisting of two persons appointed by the chairperson of
              the Council on Finance and Administration, one district superintendent appointed by the Bishop,
              the Conference treasurer, the director of Ministerial Relations and the chair of the Moving
              Expense Committee.
       B.     The Review Committee will consider and have final authority over any questionable or disallowed
              claim or special claim beyond allowances set in the approved plan.
                                                                                        Jane Johnson, Chairperson


70
la i t y , c o m m i s s i o n o n
       y,
    The primary purpose of the Conference Board of Laity is to make known the good news of God’s love and salvation
through Jesus Christ, and to challenge, inspire and equip the laity of the North Carolina Annual Conference for ministry in
the local church.
    In the past year the District Lay Leaders have implemented training workshops for local church Lay Leaders, held
District Lay Rallies to celebrate the ministries of laity, and ensured that Lay Speaker Training courses were offered in their
districts. This year all districts held events for equipping the local church to participate in the “Healthy Congregations”
Assessment. The District Lay Leaders reported that these events were extremely well attended. The congregations of the
NC Conference have since begun the process of “assessing their health” and making “ministry action plans”. In many
churches there is a real sense of expectation and anticipation growing as lay people see new ways to extend radical
hospitality, participate in passionate worship and risk-taking mission and ministry, and give and receive focused spiritual
formation all for the purpose of making disciples of Jesus Christ for the transformation of the world!
     Laity Sunday was promoted on the third Sunday in October by the General Board of Discipleship, and many
congregations participated. However, because lay people are participating more in worship services throughout the entire
year “Laity Sunday” has taken on different forms in some congregations.
     Our Conference United Methodist Men, United Methodist Women, and United Methodist Youth sponsored many
events aimed at spiritual enrichment, leadership development, and education (please refer to their individual reports).
    Every year the opportunity to lift up an Outstanding Lay Ministry is given to each district. These will be celebrated at
Annual Conference as we “shine the spotlight” on excellence in ministry. (Please refer to the following report to learn
more) This year for the first time we will also be recognizing the “Acts 2 Congregations” in response to a challenge set
forth by Bishop Gwinn at the 2006 Annual Conference.
    Once again, the Conference Board of Laity will offer a “Laity Event” to be held during Annual Conference on Friday
June 13th at 7:30 p.m. The speaker for our “Laity Event” will be Dr. Leonard Sweet, author of over 20 books, speaker, and
teacher.
    Over the last year, the Conference Board of Laity has continued to embraced the council of Bishop’s seven pathways
as a means of making disciples of Jesus Christ for the transformation of the world and has begun to see its’ role in the life
of the Annual Conference in a new light. Excitement is building as we discover fresh ways to live into this focus through
our servant leadership. May our work together as disciples of Jesus Christ bring glory to God.


                                                                                       Emily Innes, Conference Lay Leader




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l a y mi n i s t r i e s o f t h e y e a r
Burlington District: Front Street UMC-”Ramp Builders Ministry”
The “Ramp Builders Ministry” began as an Eagle Scout project and grew to become a permanent work team of Front
Street UMC, The work team provides ongoing ministry to individuals in the surrounding community. Since its beginning
the team has built over 45 ramps so that persons can have access to life beyond their homes.
Durham District: Asbury Temple UMC-”Feed my Sheep Food Ministry”
On a shoestring budget with 100% volunteer help including students from NC Central University and Duke Divinity
School, this ministry serves hot meals and bagged groceries to nearly 100 households twice a month. Because of this
ministry, Asbury Temple is now clearly identified as being in solidarity with the community and with the poor in the
community. The ministry also serves as a conduit for receiving new members into the church family.
Elizabeth City District: First UMC Elizabeth City-”Tutoring / Mentoring Ministry”
First UMC formed a partnership with a local elementary school which had a number of “at risk” students. The purpose of
the partnership was to provide tutoring for those in need and also to establish a mentoring relationship with each student
thus providing the student with a loving supportive adult role model in their lives.
Fayetteville District: Camp Ground UMC–”The Kings Men Outreach Ministry”
“The Kings Men” were organized as an outreach ministry of the United Methodist Men to provide spiritual healing through
song to those who have hurting hearts, those who are lonely, ill, or unable to come to church. The group has carried this
ministry of song to many places and people throughout the Fayetteville District.
Goldsboro District: Warsaw UMC–”Warsaw Outreach Center”
Warsaw UMC in partnership with the Warsaw Presbyterian Church has opened an Outreach Ministry Center. Through the
sale of donated clothes and household items the center generates funds to provide financial assistance to persons in
need of help with food, clothing, medication, utility bills, and auto repair.
Greenville District: St James UMC “Men of Purpose—United Methodist Men’s Ministry”
The primary mission of the “Men of Purpose” ministry at St. James UMC is to reach, engage, and disciple men for Christ,
through friendship, Bible study, and service. During two major events recently held by the group, 2 men accepted Christ
for the first time, 65 men recommitted their lives to Christ, and 94 men signed up for a 6-week follow-up small group
study. St. James UMM have given away over 1,000 books as a resources for this ministry.
New Bern District: Atlantic UMC—”Senior Luncheon”
From September through June, Atlantic UMC, using 4 cooking teams (25-30 volunteers) serves lunch once a week to
nearly 75 senior adults in their community and surrounding area. Fellowship, spiritual devotional time, and entertainment
are all a part of the weekly gatherings.
Raleigh District: All Raleigh District Churches-”Race of Grace Ministry”
The Race of Grace is a weekend-long event organized by the Raleigh District of the United Methodist Church. The
weekend includes the Links of Grace golf tournament, Tour de Grace bike ride, and Race of Grace 5K road race/walk
— all to bring focus to three important areas of need in our community on a rotating basis: homelessness, hunger, and
lack of healthcare. In 2008, our homeless brothers and sisters benefited from the Race of Grace weekend. Over the past
five years, walkers, runners, bikers, golfers, and volunteers have raised over $241,000 for those in need in the Raleigh
District. In addition, collections of shoes, blankets, socks, band aids, and non-perishable foods have been distributed to
area agencies. The Race of Grace weekend is unique in that it links Raleigh district churches, concerned individuals from
our community, and fitness-minded individuals with those in need. The Race of Grace 5K draws over 1,000 walkers and
runners, features musicians and fans lining the 3.1 mile course down Raleigh’s Hillsborough Street, and treats age-group
winners to home-baked cakes. That’s 78 home-baked cakes!
Rockingham District: Asbury UMC–”East Lumberton Community Sing”
The community was the focus of a police investigation known as “Operation Summertime Blue” and thirty people were
arrested for drug trafficking, prostitution, gambling, and possession of weapons. Asbury UMC responded to their


72
hurting community by organizing a “community sing” in which over 12 church choirs and soloists participated. The
event fed the physical and spiritual needs of the community with food and also with the word of God through song.
Rocky Mount District: Englewood UMC- “Support Our Troops Ministry”
Englewood UMC contacted Chaplain Charles Johnson who was deployed in Iraq to inquire if he would be interested in a
partnership with their church. When the church received a positive reply, they began sending “care packages” of snack
foods, personal care products, reading material, crossword puzzle books, and cases of Englewood United Methodist
Men’s peanuts every week to Iraq for Chaplain Johnson to distribute to the men and women in his unit. All members of the
church participate by donating items or monetary gifts. The church has since formed partnerships with two other Chaplains.
Sanford District: Jonesboro UMC- “Beyond the Walls Ministry”
When the local outreach ministry center closes each week, fresh fruits, vegetables, and meat are left over that cannot be
distributed by the center for various reasons. Two women, one Anglo and one Latino from Jonesboro UMC collect and
bag the excess food and take it into the surrounding neighborhood to give to families living in poverty. Although the two
women do not speak the same language they share a special bond through their desire to serve Jesus Christ by feeding
the hungry.
Wilmington District: Dixon’s Chapel UMC- Food Pantry Ministry”
Due to the hardships facing the local fishing and shrimping industry, many people are going hungry in the community.
Seven days a week, the local Food Lion Grocery Store donates excess fruits, vegetables, baked goods, and meats they
would otherwise throw away to volunteers from Dixon’s Chapel UMC who distribute the food to families in need. Some
volunteers work as many as 3-5 hours every day in this ministry.




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ol d e r ad u l t mi n i s t r i e s
     The committee seeks to be the focal point for aging issues which impact the program and ministry of the local
church and the Annual Conference as a whole. The committee hopes to raise the consciousness of the how, where,
and why the church ought to be involved in ministry to, with, and by older adults. The committee has promoted the
following services and learning programs:
     1.   The Conference Web page now offers a link for Older Adult Ministry.
     2.   A resource library is maintained in the Conference Audio-Visual Library for use by local churches.
     3.   The ‘Norman T. Allers Academy’ for Older Adults is a certification program established by the Older Adult
          Association of the Southeastern Jurisdiction to provide training and necessary credentialing for those who
          work in Older Adult Ministry.
     4.   Each year in August, we encourage Older Adults and those working in the area of Older Adult Ministry to
          attend the SEJ Older Adult Conference at Lake Junaluska. In 2008, the Reverend Doctor Mickey Efird will be
          the Bible Study Leader. The theme will be “Sing Unto the Lord a New Song: Crafting a Legacy for the Next
          Generation”
     5.   We partner with other conference groups and agencies in the sponsorship of education and training of clergy
          and lay persons in the Spiritual Development of older adults. On May 14, 2008, the OAM Committee at the
          Conference level held its second ‘Day Apart’ in Garner. The Reverend Doctor Belton Joyner was Worship
          Leader; there were workshops, displays, etc. The committee looks forward to enlarging this event in 2009!
     6.   The possibility of partnering with MERCI to offer a work camp type training for older adults in being explored.
     7.   The Burlington District, with the support and encouragement of the NCC OAM Committee and other ministries
          and agencies hosts a program entitled “Third Thursdays at Chestnut Ridge.” This program, which began in
          2006, “provides a way for older adults to use their special knowledge and life experiences for the benefit of
          themselves and others.”
     8.   We have developed and will continue to distribute resource packets to Pastors new to the conference at the
          yearly training event. The packets contain useful resources and ideas for Older Adult Ministry.


                                                                                           Nina Paul Vinson, Chairperson


sa f e sa n c t u a r i e s
     At Annual Conference in June, 2005 the following was adopted by the Annual Conference:
     a.   Conference and district program agencies which work with programs for children and youth, in covenant with
          the United Methodist Church, within the following policy, in order that the abuse of children and youth in all
          conference and district related settings may be prevented to the fullest extent possible:
          As a Christian community of faith, we pledge to conduct the ministry of the Gospel in a manner that assures
          the safety and spiritual growth of all children and youth and the adults who work with them. We will follow
          reasonable safety measures in the recruitment and selection of staff. We will implement prudent procedures
          of operation for all programs and events. We will educate those who work with children and youth in
          conference and district settings as to the use of all appropriate policies and procedures. We will have a
          clearly defined procedure for reporting suspected incidents of abuse that conform to the requirements of state
          law.
     b.   Each and every local church will adopt and implement for themselves a safe sanctuary policy and procedures
          as outlined in the 1996 General Conference Resolution (Book of Resolutions of the United Methodist
          Church, 1996, pp. 384-386) for use in their present and future ministry with children and youth.
     c.   A Conference Safe Sanctuaries Committee, selected by the Conference Committee on Nominations, will
          provide oversight for the Conference safe sanctuary policy and procedures and resource the implementation



74
        of a safe sanctuary policy and procedures within local churches of the North Carolina Annual Conference of
        the United Methodist Church.
    The Safe Sanctuaries Committee continues to give oversight to implementation of the Conference safe sanctuary
policy and procedures and to provide resources to local churches. Annual review of charge conference reporting data
for safe sanctuaries is conducted and follow-up and plans are made to resource local churches accordingly. In the fall
of 2007, four regional workshops were held to give particular assistance to medium and smaller size local churches
not yet making progress with safe sanctuaries. The sample policy statement and checklist for smaller churches was
developed and made available through mail, the regional workshops and online at the website. The website resources
continue to be updated for accessibility by local churches: www.nccumc.org/childrnmin/safesanctuaries1.htm.
    During 2008, the Committee will focus on training local church leaders and providing resources in the area of
cybersafety. Several members of the Committee attended a Safe Sanctuaries Cybersafety Conference in October,
2007 presented by the General Board of Discipleship of The United Methodist Church. After 2008 charge conference
reporting data is reviewed, the Committee will make plans for what resources local churches need toward full
implementation of safe sanctuaries policy and procedures.


                                                                                     Dorothy Funkhouser, Chairperson


st e w a r d s h i p
        Does your church need more money?
        Do your members struggle with personal finances?
        Are you in need of financial guidance?
        Need Christian finance education resources for children and youth?
        Would you like to help free people in your community who are enslaved by debt?
    Members of the Stewardship Commission are available to help your congregation or District in each of these areas.
    We do training in the New Consecration Sunday financial campaign, the Good $ense Budget Course, Financial
Peace University and Dave Ramsey’s Momentum church finance program.
    Each year, we also provide stewardship training for new pastors and others through our highly regarded three-day
Stewardship Seminar in Atlantic Beach.
    This year we partnered with the Western North Carolina Conference in funding the new “Living for Giving”
program with Bishop Ken Carder. We also work closely with the United Methodist Foundation and the NCC Legacy
Partners.
        Visit our web page at http://churches.nccumc.org/stewardshipcommission/




                                                                                         J. Robert Kretzu, Chairperson




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un i t e d me t h o d i s t yo u t h
     “Believe It…Live It” is the theme for the year 2008 in Conference youth ministry. This theme is best expressed in
the words of the Apostle Paul to Timothy: “Don’t let anyone look down on you because you are young, but set an
example for the believers in speech, in life, in love, in faith and in purity.” Our mission statement for Conference youth
ministry is to walk with youth in their journey to know Christ by creating an environment in which youth can experience
Christian communion to hear the Gospel, to know God’s love and to respond in faith by loving and serving others...for
in all of this we are making disciples of Jesus Christ. Through local church youth ministry with a variety of faces and
programs and service projects; through districts offering opportunities for youth; with close to 8000 youth and adults
participating in Conference youth events; and with the general church Division on Ministries with Young People, we
indeed demonstrate believing and living as disciples of Jesus Christ.
     Youth (and adults) from across the Conference have participated in eight events over the year: Confirmation
Celebration, Global Vision, Kaleidoscope, Rally Day, Appalachian Trail Hike, Summer Breakaway, ACS-Annual
Conference Session for Youth, and Pilgrimage. The Confirmation Celebration offered an experience of the
connectional church and the covenant vow to support the church through prayers, presence, gifts and service to those
in confirmation classes from local churches. Global Vision included a visit to Washington DC and New York City with
a seminar to explore issues around faith in politics and faith in government policy. Kaleidoscope is a Conference
youth event that offers a spiritual life retreat for middle school youth. Rally Day was a bright and sunny spring
afternoon that celebrated the place of youth within the life of the church. The Appalachian Trail Hike proved to be a
mountaintop experience of God for those involved. Summer Breakaway and ACS offered times of worship and sharing
experiences of fellowship and faith in small and large groups. Pilgrimage (with close to 6000 in attendance from 300
or so churches) in the Crown Coliseum with challenging messages of God’s call on our lives to be the body of Christ in
the world from Andy Lambert and music by Chris Hughes and our own NC Conference youth will be a Pilgrimage not
soon forgotten.
     Youth Service Fund continues to be an avenue of mission for United Methodist Youth. Grants to such ministries
with youth as Positive Attitude Youth Center in Burlington, Zimbabwe Orphans Endeavor in Africa, Jubilee Project in
Tennessee, Footprints Youth Mission Camp at MERCI, Carolina Cross Connection, a Heifer Project for deaf youth and
children in Uganda, a rehabilitation and skills training project in Ghana, and the Society of St Andrew – Harvest of
Hope program are possible only in as much as local churches support and contribute to Youth Service Fund. Youth
Service Fund is money raised by youth and spent by youth to benefit youth. While the contributions to YSF at
Conference youth events are very good, more support from local churches is needed to reach our goal each year of
remaining a “Top 10 Conference” in the denomination and jurisdiction.
     We rejoice in the vision that local church youth ministries are living toward in areas of mission, service, study,
outreach, fellowship and spiritual growth. We celebrate and give thanks to the Annual Conference and all the people
within local churches giving support and encouragement to youth ministry. We pray for God’s guidance and blessing
as we seek to believe and live in Christ.

                                                                                                      Will Doyle, President


worship
     “God is a Spirit: and they that worship him must worship him in spirit and in truth.” (John 4:24 KJV) The
working of the Committee on Worship is Christ centered. The goal of the Committee on Worship continues to be one
of service, planning, and precise execution of outlined liturgy for the Annual Conference. In a time with many
foundational changes in worship, we continue to worship God in a Spirit of love, respect and obedience. The
Committee is committed to Bishop Alfred Gwinn’s effective leadership and concept of a healthy congregation. We are
working diligently to ascribe to the seven pathways in all of our presentations during the Annual Conference. We work
from the depth of our souls to be inclusive in all that we do and to represent, both visibly and non-visibly.


76
     Our 2007 Annual Conference Planning Committee met several times to discuss specific programs and presentations
for the ensuing year. We were blessed again last year with the beautiful venue of Greenville Conventional Center. The
center continues to pour out their heart to accommodate the large members of Annual Conference, with great hospitality.
    The 2007 Annual Conference was a high spiritually rich experience, as we sojourned and entered into a harmonious
and continuous celebration of Jesus Christ, who is our Lord and Savior, at the Greenville Conventional Center. A high
time during Annual Conference last year was the election of clergy and laity to General Conference and Jurisdiction for
2008. It was very lengthy, but worth the time and effort that was much needed to secure the delegates.
    We experienced no real difficulty from our perspective. The Committee on Worship team was organized and ready
to work on day one. Each assignment that was taken by each member of the team was administered with agape love
and humility. You must understand that each program had to be taken with extreme patience and compassion, to the
letter. I personally feel that the team went above and beyond the call of duty for the Annual Conference in this venue.
More importantly, the Committee on Worship has an “open door policy”. We love to help and we hope that you will come
to the back of the stage to our location anytime you need assistance, direction, rest, or water.
    We are please to report that we have addressed the various requests that were brought to our attention at the last
Annual Conference through the Spirit of Christ. We realize that we will never be able to please everyone at Annual
Conference, but we do have an open mind to listen, and to try and implement new sound thoughts. Here are two
questions that we need help from clergy and laity in order to share answers with the Committee on Worship. 1) How can
we have an inclusive choir for each program/service? Next, 2) Are you willing to support/participate for the duration of
Annual Conference? We understand that it is important to every race, gender, ages, etc… that they are represented in
the various programs/services, but it all comes down to you. The Committee on Worship has been faithful in sharing with
all churches the opportunities to share the responsibilities of being accountable in all aspects of the Annual Conference.
The different music and singers included a multi-cultural and inclusive genre. The programs and speakers that were
presented, such as the Ordination Service, the Holy Communion Service, the Memorial Service, the Love Feast Service,
plus others, all showed a true example of having, working and planning with a deep dedication, conviction, and commitment
to a policy of being an inclusive denominational church with open hearts, open minds, and open doors in harmony
together for Christ Jesus. Again, we the Committee on Worship need your help to be most effective in all endeavors.
    In conclusion, the Committee on Worship is all about availability at the Annual Conference. We are always open to
assist in any way that the Annual Conference Planning Committee recommends. We are pro-active to a changing culture
in worship and music. Our goal is to function as servant leaders for Christ, working behind the scene-making things
happen, positively in concert with the other committees. Therefore, the Committee on Worship is committed to giving
and making each Annual Conference the best that it can be, in the name of our Lord and Savior Christ Jesus.


                                                                                          Johnnie L. Wright, Chairperson



re s o u r c e m i n i s t r i e s c i r c l e
    As we prepare materials for this 2008 Book of Reports, “resources” is a subject on the mind of almost everyone.
Our region is in the midst of a shortage of water. Economic trends are not as favorable as in the past. The costs of
everything are increasing. Faithful stewardship of resources is a “must” in these times. Leaders in the ministry areas
of the Resource Ministry Circle face the challenges of these days and times with faith in God. They are also tuning in
to God’s vision for our conference and leading us to seize the opportunities that God is providing for healthy
congregations and effective lay and clergy leaders in every place, making disciples of Jesus Christ for the
transformation of the world. Our greatest resource is our faithful people, serving God with dedication, humility, and
generosity.


                                                                                             Alvin M. Horne, Chairperson


                                                                                                                        77
disability concerns, committee on
           concerns, committee
     More than 1,030,000 North Carolina residents have a hearing loss, the majority of whom are hard of hearing or
late deafened. This can result in isolation and being disconnected from the life of the church.

     It is sobering to learn that 90% of church members unable to hear have or likely will drop out of church
participation and some of those will find a church where they can hear.

     To visualize their presence, we suggest that you multiply 8% (.08) into your church membership. This is
approximately the number of hard of hearing people in your congregation. Multiply .0053 into a church’s membership
and this will provide an estimated number of the late deafened people in your church. Realistically, most of your deaf
members are not active in your church unless you provide an American Sign Language interpreter for all church
events. The numbers for your church will increase as your congregation ages.

     Approximately, four in every 100 people who are deaf are estimated to be Christ’s disciple. Hearing loss appears
to neither be a national concern nor much of a church concern. Joan Black is a member of Cedar Grove UMC. She
and her husband travel all over NC giving presentations. The place most people names as the place they have the
most trouble hearing is the church! Also, there are 2000 congregations in America meeting in movie theaters which
have built in, but unused infrared sound systems. Furthermore, by far the greatest number of requests to the FCC for
permission to not use closed captioning come from Christians.

     Noise pollution, poor ear care, and other environmental factors are increasingly damaging people’s ability to hear.
Thus, more hearing problems are developing among people younger than 65. Our hearing will stay much healthier if
we will wear ear protectors when mowing the grass, using the weed eater or chain saw, and blowing the leaves or
snow. The media constantly bombards us with information about diabetes. What we don’t hear is that it can also
cause hearing loss due to poor blood flow to the auditory never and the brain.

     The rate of depression among those who are deaf or experience a significant hearing loss is five times the
depression rate of society. Persons in this part of our population have twice the number of anxiety problems than the
average citizen.

     Twenty-two years from now in 2030, North Carolina will have around 2.5 million persons with a hearing loss. To
help churches reach them, the NC Conference United Methodist Committee on Disability Concerns sponsored “A
Conference on Hearing Accessibility” on May 31 at Garner UMC in Garner from 10 am until 3 pm.

     This ecumenical educational and inspirational event sought to open the eyes and ears of leaders in the church as
to how hearing loss relates to participation in church; to educate about practical solutions with an overview of assistive
listening systems, visual technology; and to inspire as well as motivate church leaders with ideas for intentionally
extending “Radical Hospitality” to those with hearing loss by making it easier for us to attend services and participate
in the life of the church.

     It featured Joan Black who has been a member of Hearing Loss Association of American since 1983 and has
served on the national Board; Kay Free who directs the Western NC Conference UMC Deaf Ministry; Rev. Denise
Waters who is a chaplain at Croasdaile Village; along with Rev. Dr. Robert Seymour who is pastor emeritus of Olin T.
Binkley Baptist Church in Chapel Hill. He is the “poster boy” of clergy with hearing loss.

     We invite you to visit nccmentalhealth.org and our display table.

                                                                                             John M. Crowe, Chairperson




78
eq u i t a b l e co m p e n s a t i o n
       ta
      The Book of Discipline mandates that “there shall be in each annual conference a
commission on equitable compensation” (¶ 624), whose purpose is “to support fulltime clergy serving as pastors in
the charges of the annual conference” (¶624.2). Three broad areas of responsibility are outlined in ¶624.2, which are:
“(a.) Recommending conference standards for pastoral support; (b.) administering funds to be used in base
compensation supplementation; and (c.) providing counsel and advisory material on pastoral support to district
superintendents and committees on pastor-parish relations.”
      God calls persons to ministry to go into all the world, preaching, teaching and baptizing (Matthew 28:19), for
without them the world would not have heard Christ preached (Romans 10:14). These are called to be stewards of the
mysteries of God (1 Corinthians 4:1). The Church lifts up some persons for the role of clergy and ordains these
persons to the work of pastoral ministry to be servants of the servants of God.
      Those who are ordained to pastoral ministry answer affirmatively the historic question of John Wesley, (¶330.17)
“Are you determined to employ all your time in the work of God?” For such a called, set apart and committed clergy,
the Church assumes an obligation to plan adequate support. The Book of Discipline is clear that “the primary
responsibility for payment of pastoral salaries remains with individual pastoral charges (¶624.5; see also ¶247.13).
Pastoral charges carry a responsibility for clergy salaries as one expression of their missional and ministry presences
in the community. We recognize that such a missional presence also includes faithful payment of apportionments in
full as ministry beyond the local church.
      The Commission seeks equity and fairness for both pastors and local churches. Why should this commission be
so concerned about equity and fairness? Our prayerful consideration of scriptural and historical foundations are found
in the following:
      a. Jesus says, “the laborer deserves to be paid,” (Luke 10:7) and Paul reminds us “Let the elders who rule well
            be considered worthy of compensation, especially those who labor in reaching and teaching; for the scripture
            says, “‘You shall not muzzle an ox while it is treading out the grain,’” (1 Timothy 5:17,18).
      b. Wesley was concerned that clergy have responsibility not to be “in debt so as to embarrass you in your work”
            (¶330.18), which implies that the Church has a responsibility that it neither lead its clergy into positions of
            embarrassing indebtedness, nor leave them there.
      c. The Great Commission to “go into all the world preaching, teaching and baptizing” brings with it a cost.
            Systems of clergy support which foster the use of the right pastor in the right place, hold up the hope of
            seeing the Great Commission bear its promised fruit.
      d. The Commission on Equitable Compensation embraces the Great Commandment to “love our neighbors as
            we love ourselves” by desiring for each pastor what our members’ desire for themselves – compensation
            adequate to free persons for the work of pastoral ministry.
      Through our prayers, working and considering together as both laity and clergy from across The N.C. Annual
Conference, we make the following recommendations, which we believe will help us move toward fairness for both
local churches and pastors as together we support ordained ministry in The N.C. Annual Conference.
      For the year 2008, the average full-time salary increase was approximately 5.58%. The CPI (Urban South) for the
last twelve months ending December 2007 showed an increase of 2.9%.
The Commission currently recommends a 1% ($247) increase in Salary and a 0% ($0) increase in utilities, and a 33%
($1,000) increase in Travel. Including the recommended travel amount this represents a total increase of 2.8% for the
year 2009. Our recommendation is based on several factors: (1) the average compensation from other conferences;
(2) it more closely reflects the majority of salary increases for this conference; (3) shows concern for general economic
trends.
I. Recommended Schedule of Minimum Compensation for 2009:
      A. Salary Schedule
      We recommend that the student minimum salary be based on 65% of the minimum salary of full-time pastors.
      PASTORS UNDER FULL-TIME APPOINTMENT                           2008     2009
      (Full Connection, Associate, Probationary, Local Pastor)
      Salary                                                   $38,806.00 $39,082.00
      Utilities                                                  $2,200.00 $2,200.00
           TOTAL                                                $41,006.00 $41,282.00
      STUDENT PASTORS (Local Pastors or Conference Members)
                                                                    2008     2009
      Salary                                                    $25,224.00 $25,403.30
      Utilities                                                $ 2,200.00 $ 2,200.00
             TOTAL                                               $27,424.00 $27,603.30
      B. Travel Expense
      Although travel is reimbursed by the local charge as an item of pastoral expense, it is expected that each local
      charge would provide at least $4,000 for travel expense. The Commission encourages each charge to establish a
      plan to reimburse the pastor for all legitimate business mileage at the current rate established by the IRS. Where
      such a plan is established for reimbursement of business mileage, equitable compensation support shall not be
      affected by payment of travel expenses. However, where a reimbursement plan is not implemented and a travel



                                                                                                                        79
          allowance is given, any travel allowance in excess of $4,000 will result in a reduction of equitable
          compensation support.
      C. Pension Program
          Charges receiving Equitable Compensation Funds support are responsible for paying the total amount
          required for the Clergy Pension Plan and the Comprehensive Protection Plan (CPP) based on the pastor’s
          cash base compensation (including funds from the Equitable Compensation Fund, Duke Endowment, and
          any other sources), and housing (percentage of cash base compensation designated by the General Board of
          Pension/Health Benefits or housing allowance, if provided in lieu of a parsonage).
II. Principles Governing Eligibility for Equitable Compensation Funds:
      The pastor’s base compensation is the responsibility of the charge; therefore, each charge of The North Carolina
Annual Conference should be so arranged as to be able to assume full salary support. The Commission urges each
charge receiving Equitable Compensation Funds, its pastor, and the district superintendent responsible for that charge,
to administer the affairs of that charge to the end that it may move as rapidly as possible toward total self-support. To
enable the Annual Conference, the Commission and the district superintendents to carry on their cooperative efforts in
understanding, in harmony, and for the greatest good for all concerned, the following principles and procedures are set
forth:
      A. Base Compensation: In considering the base compensation for the charge, all income, including base
          compensation, bonuses, and other benefits not specifically excluded, are included as base compensation in
          determining appropriations from the Equitable Compensation Fund. Base compensation support for retired
          supply, interim supply, part-time local pastors, less than full-time conference members, or associate pastors
          in other than larger parish arrangement of churches will not be available. Equitable Compensation funds
          shall not be used to supplement amounts above minimum full-time compensation.
      B. Annual Stewardship Campaign: Churches receiving Equitable Compensation Funds shall conduct an
          annual financial/stewardship campaign in the second year of receiving Equitable Compensation funds, to
          accurately gauge the level of financial support the local church can reasonably expect from its members.
      C. Any Equitable Compensation Fund supplement will be terminated immediately upon information that the
          pastor has taken full-time, secular employment. The supplement may be reinstated at the time the charge’s
          appointed pastor returns to full-time or student status. Exceptions to this provision will be permitted only by
          the approval of the executive committee of the Commission on Equitable Compensation upon the
          recommendation of the district superintendent of the pastor seeking to be employed outside their
          ministerial responsibilities for emergency reasons.
      D. Disbursement of funds from Conference Treasurer’s Office: Equitable Compensation Funds are to be sent
          to charges that have applied for their use to provide their pastor with the minimum base compensation
          established by the Annual Conference. The monthly base compensation supplement checks
          sent by the Conference Treasurer’s office are to be deposited by the charge treasurer into the charge/church
          bank account. Checks shall not be endorsed nor cashed by the pastor.
      E. Application for funds: Churches or charges applying for Equitable Compensation Funds shall submit a
          request on the appropriate form, supplied by the district superintendent. The pastor, recording secretary of the
          charge conference, and the district superintendent, shall carefully analyze the request. The application form
          must have the signatures of the pastor, recording secretary of the charge conference, and the district
          superintendent affixed to it, and receive the approval of the charge conference. Applications
          received that are not completed in full are not eligible for consideration by the Commission until such
          time that they have been completed and resubmitted.
      F. The Commission on Equitable Compensation will not fund any charge that is also receiving funds from The
          Emerging Church Salary Fund. The Commission on Equitable Compensation plans further consultation and
          study with other Conference boards and agencies to seek ways to more adequately provide for the temporal
          needs of our pastors and churches.
      G. In some instances, for missional reasons, consideration may be given to make funds available for the deacon
          in full connection when the primary appointment is to a local church. (Discipline 2004, paragraph 624.4)
III. Policies Governing Use of Equitable Compensation Funds
      A. Charges must be so arranged that no more than one third (1/3) of the total base compensation will come
          from the Equitable Compensation Fund on the first application of the charge.
          1. Charges seeking more than one third (1/3) supplement shall provide specific information with their
               application, indicating the reasons for their inability to meet these guidelines. Information shall be made
               available to the Commission on Equitable Compensation and the district superintendent regarding the
               terms of Equitable Compensation support, giving the date of its inception and the present amount of
               support being received by the respective charges.
          2. When the division of a charge is desired, Equitable Compensation funds will be used only upon the
               recommendation of the Bishop and the approval of the cabinet. In the division of a charge in which one
               church seeks to become a station, it is recommended that such a church shall assume total
               responsibility for base compensation and its proportionate share of all apportionments.




80
             a.      The remainder of the charge in such a division assumes full pastoral support and proportionate
                     share of all apportionments. In no case will the Commission on Equitable Compensation provide
                     more than one third (1/3) of the base compensation required for
                     such a division.
                b. When there is a division of a charge forming one or more student appointments, each newly created
                     charge shall pay initially two thirds (2/3) of the pastoral support established by the division
     B. Annual Reduction and Length of Time for Support:
          1. The Commission further recommends that each charge which is receiving, or shall hereafter receive,
                Equitable Compensation Fund assistance, shall reduce this aid by at least twenty-five percent (25%)
                each year, until the charge has achieved full self-support in five (5) years.
          2. A minimum mandatory reduction of ten percent (10%) will be required each year.
          3. At the end of the fourth (4th) year an evaluation shall be conducted with the church and the district
                superintendent to evaluate the ability of the church to sustain a full time appointment in the future.
          4. After review by the cabinet and the Commission, an extension in the length of time for support can be
                granted for missional purposes.
     The Commission wants to be clear at this point that its intent in this recommendation is that each charge will
accept in full whatever increases are made in the minimum base compensation for their pastor each year and receive
at least ten percent (10%) less each year in assistance from Equitable Compensation Funds than granted the
previous year.
     C. Merit Grant Supplemental to Base Compensation: Each full-time minister, associate member, or member in
          full connection of The N.C. Annual Conference, serving full time, and who, in the opinion of the cabinet is
          rendering unusually effective service, may apply for a grant in the amount of $400, when such clergy person’s
          salary and utilities are equal to the Conference minimum base compensation.
          1. This grant must be applied for on an annual basis, with an annual incremental increase of $400 per year,
                not to exceed $2,000 per year, for five years of full-time service. Special attention shall be given to
                ethnic pastors serving ethnic ministries (Book of Discipline 2004, paragraph 624.6). Said incremental
                increase is to be administered by the Commission on Equitable Compensation upon the
                recommendation of the cabinet, approval by the charge conference, and the district superintendent.
          2. Further, the local church shall be responsible for all Clergy Pension Plan and Comprehensive Protection
                Plan (CPP) payments on incremental increase.
          3. This policy does not restrict the Commission on Compensation, upon the recommendation of the cabinet,
                from making additional grants in extraordinary circumstances.
     D. Anticipated future funding needs: The cabinet shall report to the Executive Committee of the Commission
          the anticipated Equitable Compensation funding needs immediately after the first appointment session prior
          to Annual Conference.
IV. The Commission reports that 16 charges received a total of $104,334.90 in compensation assistance in the
year 2007.

                                                                                          Johnnie Wright, Chairperson




                                                                                                                    81
i n c a p a c i t y , j o i n t co m m i t t e e o n
                  y,
The Joint Committee on Incapacity acts as the advocate for those pastors in the North Carolina Conference who are
forced by physical or emotional incapacity to seek temporary or permanent relief from their appointment. The
committee is given the responsibility to study the problems of incapacity within the Conference, to provide a continuing
personal ministry to those who are incapacitated, and to make recommendations to the appropriate agencies of the
Conference for each pastor or deacon seeking Incapacity Leave, including the source of their disability income.
     Persons interested in discovering more about the process of being granted Incapacity Leave can contact a district
superintendent or the chair of the Joint Committee on Incapacity.
     The following recommendations are presented to the 2008 session of the North Carolina Annual Conference:
  I. General Policies
     A. The Joint Committee on Incapacity, through the Conference Treasurer’s Office, will make available upon
         request the necessary forms for any full time pastor or deacon to make application for Incapacity Leave. In all
         cases the applications must be completed by the pastor or deacon, the physician, chair of the Joint
         Committee on Incapacity, Conference benefits officer, and the district superintendent before the request for
         Incapacity Leave can be acted upon. Whenever possible incapacity requests are to be submitted ninety (90)
         days prior to Annual Conference except in life-threatening situations after that date, or when the disabling
         condition occurs after that date. Requests approved before May 15 will be included in the Committee’s report
         to the Annual Conference.
     B. Definition of Incapacity: For the first 24 months, an active participant will be considered incapacitated for the
         purposes of the Comprehensive Protection Plan or the Basic Protection Plan as of the date the Administrator
         determines, on the basis of medical evidence, that such active participant was unable to perform the usual
         and customary duties of his/her employment by reason of bodily injury, disease, or mental or emotional
         disease or disorder that will presumably last for at least six continuous months, exclusive of any incapacity
         resulting from service in the armed forces of any country, warfare, intentionally self-inflicted injury, or
         participation in any criminal or unlawful act.
     C. Definition of Clergy: Clergy in The United Methodist Church are individuals who serve as commissioned
         ministers, deacons, elders, and local pastors under appointment of a bishop (full- and part-time), who hold
         membership in an annual conference, and who are commissioned, ordained, or licensed.
     D. A pastor or deacon seeking to be on Incapacity Leave secures a disability claim kit from the Office of
         Ministerial Relations. The applicant completes Form A, has his or her physician complete Form B, completes
         the applicant’s portion of Form C, and submits all these forms to the Conference Treasurer’s Office for
         completion. Unum reviews the claim and recommends a determination to the General Board of Pension and
         Health Benefits who retains the authority to approve or deny a claim.
     E. We recommend that pastors applying for Incapacity Leave be approved only when the General Board of
         Pension and Health Benefits grants their request for incapacity benefits through the Comprehensive
         Protection Plan.
     F. The Annual Conference and Conference Board of Pensions (effective January 1, 2007), will fund pension
         contributions for the Clergy Retirement Security Program-Defined Benefit Plan in the required annual payment
         for normal cost as defined by the plan document and the General Board of Pension and Heath Benefits for all
         pastors receiving incapacity benefits from the Comprehensive Protection Plan.
     G. The Comprehensive Protection Plan (effective January 1, 2007), will fund contributions for the
         Comprehensive Protection Plan and the Clergy Retirement Security Program-Defined Contribution Plan which
         is 3% of plan compensation as defined by the plan document and the General Board of Pension and Heath
         Benefits for all pastors receiving incapacity benefits from the Comprehensive Protection Plan.
     H. Hospital Insurance, and Life Insurance shall be paid by the Joint Committee on Incapacity both for those
         approved by the General Board of Pension and Health Benefits and those approved by the Joint Committee
         on Incapacity who are pastors receiving incapacity benefits from the Comprehensive Protection Plan
         according to Section II,below.
     I. Pastors on Incapacity Leave are reminded to investigate the penalties by the Social Security Administration if
         they do not elect to come under Medicare at age 65. Participation in Medicare Part A and B is required at the
         earliest possible date in order to receive full health insurance benefits.
     J. Effective July 1, 2008 we recommend that a lump sum grant of $4,300 be made at the beginning of Incapacity
         Leave. This grant will be available only one time in a pastor’s years of service.
     K. The Joint Committee on Incapacity will review the progress of each pastor or deacon on Incapacity Leave at
         least annually. This review will include both recommendations from the pastor’s physician and district
         superintendent as well as opportunities for continuing fellowship with the pastor to develop further


82
          possibilities of assistance in his/her disabled circumstances.
   L.     We recommend the following pastors to be continued on Incapacity Leave:
        1.     Wilson Edward Barber, P O Box 4931, Emerald Isle, NC 28594 252/354-5635
        2.     Camille O. Yorkey Compton, 7125 Trenton Ridge Ct., Raleigh, NC 27613
        3.     John M. Crowe, 212 Mimosa Park Drive, Goldsboro, NC 27534 919/759-2146
        4.     Faye West Ethridge, P O Box 635, Battleboro, NC 27809 252/977-3311
        5.     Tommy Lewis Evans, 2201 Drake Court, Graham, NC 27253 336/226-0073
        6.     Robert Flynn, 613 Russell St., Swansboro, NC 28584 910/326-4373
        7.     Doris T. Fox, 1020 Nicholson Road, Sanford, NC 27332 919/499-6364
        8.     Victor L. Galipi, 11101 Candlewick Road, Bailey, NC 27807 252/234-4251
        9.     David William Girod, 515 Crissman Ave., Elon, NC 27244 336/266-9362
        10. Dennis Joseph Glennon, 254 Scotland County Line Rd., Hamlet, NC 28345 910/582-7386
        11. Sherwood Auburn Godwin, 4909 Pinevilla Street, Grifton, NC 28530 252/524-0874
        12. Larry Stephen Grady, 78 Gilbert Street, Marion, NC 28752 828/659-1502
        13. Susan Harsh-Cafferty, 82 Willowbridge Drive, Durham, NC 27707 919/401-9492
        14. Lawrence Clayton Higgins, 136 Derby Park Ave., New Bern, NC 28562 252/633-0046
        15. Bobby Lee Jordan, 2085 Osborne Road, Hamlet, NC 28345 910/205-0473
        16. Teresa Lawrence, 5234 Mawood St., Fayetteville, NC 28314 910/867-8746
        17. Michael W. Leburg, 14024 Leo Rd. (SR 1), Leo, IN 46765 765/432-7215
        18. Ronda Lee-Torres, 507 Stornoway Dr., Southern Pines, NC 28387 910/944-2292
        19. Carolyn Wilkins Lucas, 4635 Duncastle Rd., Apt. 3E, Fayetteville, NC 28314 919/977-0923
        20. John Clifton Lupton, 107 East Sherwood Dr., Havelock, NC 28532 252/447-1091
        21. David Ophanalia Malloy, 11841 Barnes Bridge Road, Laurinburg, NC 28352 910/277-0505
        22. Hector Manuel Millan, 2721 Lead Crystal Ct., Raleigh, NC 27610 919/836-8472
        23. Lon William Miller, 226 Fairfield Drive, Wilmington, NC 28401 910/251-9266
        24. John Edward Morrison, 321 Loblolly Dr, Vass, NC 28394 910/245-2492
        25. William Rickman Pinner,1521 Harvey Johnson Rd,Raleigh,NC 27603 919/773-0116
        26. Clinton William Spence, 1308 Shady Lane, Durham, NC 27712 919/477-7323
        27. John Albert Trotter, 427 Glenwood Avenue, Burlington, NC 27215 336/229-1855
        28. Clarence Arthur Wall, 217 Blair Drive, Angier, NC 27501 919/639-7651
        29. Debra Starling Watson, 622 Highland Park Dr., Eden, NC 27288 336/623-5912
        30. LaVerne Blue Womack, Jr., 10760 Taylor Rd, Laurinburg, NC 28352 910/610-1248
     M. We recommend the following pastors to be placed on Incapacity Leave for the first
          time:
          Robert C. Flynn, Effective May 1, 2008
          David William Girod, Effective July 1, 2007
          Teresa Lawrence, Effective December 1, 2007
     N. Who have been placed on Incapacity Leave since the last Annual Conference?
          Robert C. Flynn, Effective May 1, 2008
          David William Girod, Effective July 1, 2007
          Teresa Lawrence, Effective December 1, 2007
     O. Who have had their Incapacity Leave terminated since the last conference session?
            Willie Frizzelle, Effective July 1, 2007
     P. Who are to be removed from Incapacity Leave at this Annual Conference?
            NONE
     Q. We recommend that pastors and congregations in the communities in which our disabled pastors reside seek
          to establish a supportive relationship with those on Incapacity Leave to maintain good fellowship and provide
          for pastoral opportunities.
 II. Incapacity Policies Related to Life and Health Insurance
  A. Insurance Coverage — Participants approved for Incapacity Leave must be covered under the Conference life
        and/or health insurance plan immediately preceding the approval date of Incapacity Leave in order to have life
        and/or health insurance coverage after the appointment of Incapacity Leave.
  B. Five Year Rule — Participants must be covered for five consecutive years immediately prior to the date of
        retirement in order to retain health insurance benefits after retirement.
  C. Life Insurance –
        1. The life insurance premiums are paid by the Joint Committee on Incapacity.
        2. Current participants on Incapacity Leave who are enrolled in the life insurance are covered as follows:
             $25,000 life coverage, $10,000 on eligible dependents.
D. Health Insurance –
     1. The health insurance premiums are paid in full by the Joint Committee on Incapacity until the participant is
          Medicare eligible due to age and eligible to retire. Upon reaching Medicare eligibility due to age and eligibility



                                                                                                                         83
            to retire, clergy receiving CPP benefits will receive the same contribution towards the health insurance
            premium as if they were retired.
       2.   If the participant is enrolled in Medicare (part A and/or B) due to Incapacity, the Conference health insurance
            will coordinate benefits with Medicare as primary, the Conference plan as secondary. Family members (with
            no other coverage) will be covered as primary by the Conference health insurance plan. Participation in
            Medicare Part B is required at the earliest possible date in order to receive full health insurance benefits.
            Participants, who choose not to participate in Medicare Part B at that date, will receive the same contribution
            towards the health insurance premium as if they were retired. The Conference health insurance will
            coordinate with Medicare as primary, the Conference plan as secondary whenever possible.

                                                                                          Charles K. Morrison, Chairperson

in s u r a n c e , c o m m i t t e e o n
I. The Insurance Committee is to be made up of representatives from the following boards and agencies: 2-Board of
Pensions; 1-Board of Pensions Chair; 2-Board of Ordained Ministry;2-Joint Committee on Incapacity; 3-Lay Members
appointed by the Commission on Laity; 5-At Large Members. The following members are without vote: 1-Conference
Treasurer; 1-Controller; 1-Benefits Manager; 1-Director of Ministerial Relations. The representative should be elected
at the organizational meeting of these boards and agencies. Once elected from its constituent groups at the beginning
of each quadrennium, the Insurance Committee’s membership will remain established for the remainder of that
quadrennium
II. Group Term Life Insurance
       A. The current life insurance program is provided by MetLife.
       B. Our coverage is $25,000 for active participants, $12,500 for retired clergy up to age 72. Effective July 1, 2005
          the coverage for retirees age 72 and over is $5,000. Current spouse and child coverage is $10,000 per
          person. The spouse’s insurance terminates upon retirement of the subscriber.
       C. The life insurance plan is non-contributory. Life insurance premiums are to be paid by the salary-paying unit.
       D. Supplemental Life insurance guidelines (voluntary individual enrollment):
          1. Participant must be enrolled in active Conference life insurance plan.
          2. Initial voluntary enrollment November 1 -30, 2007.
          3. Premiums to be paid by the participant (after tax). (Premiums will be included on the monthly invoices
               issued by the Treasurer’s Office.)
          4. Coverage effective January 1, 2008.
       E. LIFE INSURANCE CLAIMS PAID IN 2007:
          Death Claims Paid in 2007:
          Jerry Lowry .................................................................................. $ 25,000.00
          Troy Barrett .................................................................................... $ 5,000.00
          Daniel Forbes ................................................................................... $ 5,000.00
          Rudolph Hodge ................................................................................ $ 5,000.00
       TOTAL BENEFITS PAID .......................................................................... $40,000.00

III.        Health Insurance Benefits
       A.   Group Health
            1. The Insurance Committee will mail the proposed benefits to the members immediately before each
                 Annual Conference session. The committee considers the most current financial information that is
                 available before adopting its recommendations.
            2. Insurance companies who make inquiries, for the purpose of submitting proposals, will be notified of a
                 $200 processing fee. This fee will help cover the costs of preparation and processing of the information
                 necessary for proposals.
            3. A Health Fair will be sponsored by the Insurance Committee on a biannual basis. The Insurance
                 Committee encourages everyone to take advantage of this service in 2008.
            4. The Insurance Committee will donate $1,000 for handicap camperships on an annual basis.
       B.   Policy and Rules
            1. Effective January 1, 2004, the North Carolina Conference offered a Preferred Provider health insurance
                 plan administered by Blue Cross Blue Shield of North Carolina. Benefits will include health, dental,
                 pharmacy, mental health, Medical Reimbursement Accounts, Dependent Day Care Accounts, and life
                 insurance. Details may be obtained by contacting the Benefits Manager in the Treasurer’s Office, 800-
                 849-4433.
            2. Open enrollment for insurance and annual election of benefits (Medical Reimbursement and Dependent
                 Care Accounts) ends on November 30, for an effective date of the following January 1. Medical
                 Reimbursement Accounts and Dependent Day Care Accounts must be re-established on an annual
                 basis. If you do not claim these funds prior to March 31 (for the preceding year), these funds are




84
              forfeited. Participation in the Medical Reimbursement and Dependent Care accounts is contingent upon
              participation in the health insurance plan.
        3.    A change of life circumstances (divorce, death, loss of spousal coverage) will allow a mid-year change.
              When there is a change in family status, or a change of address, it is the insured’s
              responsibility to notify the Treasurer’s Office within 30 days. The toll free number to the Methodist
              Building in Raleigh is 1-800-849-4433 where staff persons continue to provide personal attention
              to insurance matters.
        4.    Effective January 1, 2004, health insurance for the subscriber may continue for 18 months after
              employment is terminated provided that full payment of the monthly premiums is made in advance. The
              continuation of life insurance beyond the termination of employment is not permitted by the life insurance
              carrier.
        5.    Adding new family members must be completed within 30 days of the qualifying event.
        6.    Participants applying at any time other than the initial enrollment period (30 days from the date first
              eligible) would be subject to the one year pre-existing conditions clause. Submission of a valid Certificate
              of Insurance may eliminate or decrease this 12 month clause. The exception to this rule would be
              possible by a change in life status causing loss of coverage: divorce, death of spouse, loss of spouse’s
              employment, reduction of hours regarding spouse’s coverage.
        7.    Effective January 1, 2004, the Conference health insurance plan will be the primary carrier for active
              participants who continue to work past the Medicare eligibility age, and are enrolled in the Conference
              health plan.
        8.    Retired participants should sign up for Medicare parts A and B upon reaching the Medicare eligibility age.
              The Medicare Companion Plan is the only plan offered to retirees past this age. Medicare becomes the
              primary payer, with the Conference plan as secondary.
        9.    A participant must be covered in the Conference insurance for five consecutive and uninterrupted years
              immediately prior to retirement to retain health benefits after retirement. All participants enrolled on
              January 1, 2001 will be prorated under this rule.
        10.   Pre-Certification of all in-patient admissions is required. Effective January 1, 2004, call Blue Cross Blue
              Shield of NC at 800-214-4844. Mental Health benefits should be pre-certified through Magellan
              Behavioral Health at 800-359-2422
        11    Denial of claims or incorrect processing of claims should be appealed through Blue Cross Blue Shield of
              NC. There are two levels of appeal.
        12.   Payment for the church’s portion of the insurance programs must be made by the church/charge
              treasurer. Personal checks cannot be accepted due to IRS regulations governing Section 125 cafeteria
              plans. The personal portion of insurance premiums should be withheld from the participant’s salary by
              the salary-paying unit on a pre-tax basis.
        13.   Premiums for health and life insurance may be paid in ADVANCE on a monthly, quarterly, semi-annual, or
              annual basis.
        14.   Lay persons or clergy on maternity/family medical leave may continue their insurance coverage, as long
              as the premiums are paid.
        15.   The Insurance Committee may terminate the coverage for non-payment of premiums. Insurance
              payments which are 60 days late (from the date of the bill) will result in termination of benefits.
              Termination will take place on the last day of the month in which the 60th day has occurred. Benefits may
              be reinstated without lapse in coverage if full payment is made within 30 days of the termination date.
              Thereafter, insurance coverage may be reinstated upon full payment and coverage will be effective the
              first day of the following month. The one-year waiting period for pre-existing conditions will apply to all
              reinstatements where a lapse in coverage occurs.
        16.   In case of termination of coverage, the church is responsible for the premium until the Treasurer’s Office
              is notified in writing of such termination.
IV. Statement of Intent
   The NC Annual Conference established a Group Health and Life Insurance Plan with the intent of providing
   coverage for the active and retired clergy. However, the Annual Conference reserves the right to terminate the
   health and life contracts, in whole or in part, at any time. The Annual Conference, at any time or from time to time,
   may amend any or all of the provisions of the health or life plan without the consent of individual participants.
V. Eligibility Policies of Non-Retired Participants
   A. If you enroll in the Conference insurance plan, you are eligible for your coverage to begin on the first day of
         the month following the date of hire, or appointment. Coverage is not automatic. Completion of an
         enrollment form on a timely basis is required (within 30 days of original eligibility).
   B. You must work a minimum of 30 hours per week to be eligible for the Conference insurance plans.
   C. Health insurance and life insurance through the Conference groups will be available to the following:
         1. Clergy who are member in full connection of the Conference, probationary and commissioned
               probationary members, associate members, student local clergy, part-time local clergy, interim supplies




                                                                                                                       85
              (covered as lay employees) serving full-time or part-time (half-time or greater making one-half of
              minimum salary as determined by the Pension Worksheet line 7)under appointment in:
              a. One of the churches or charges of the NC Conference.
              b. One of the institutions or agencies of this Conference receiving financial support from the Conference.
              c. An institution or agency established to provide a ministry or service provided that:
                    i. Clergy shall elect in writing within 30 days after the appointment to continue the coverage. If the
                        coverage is discontinued, a one year waiting period for pre-existing conditions may apply.
                    ii.  The institution shall be responsible for payment of all insurance premiums by the due date.
          2. Clergy on Leave of Absence, provided a written request to retain benefits is submitted to the Benefits
              Manager within 30 days of the appointment of Leave of Absence. The participant is responsible for the
              entire monthly rate (church portion and personal portion) by the due date.
     D. Post Retirement Benefits
          1. Eligibility for post retirment benefits may be viewed in detail in the Board of Pensions Report Section
              B.
          2. Post retirement health plan eligibility for clergy newly licensed, commissioned or ordained effective
              July 1, 2009, under Episcopal appointment to a NC Conference responsible appointment (i.e. eligible
              for enrollment in the Conference Insurance plan) will be based on total months enrolled in the
              Conference Insurance Plan with a minium of 180 months total enrollment with 60 consecutive months
              enrollment immediately preceding the date of retirement for funding eligibility.
     E. Clergy Couple Appointments
          1.   Clergy couples will be enrolled in the life insurance program separately. This affords the clergy couple with
              the maximum life insurance benefits available. Clergy couples are not permitted to cover each other under
              the provisions of the life insurance. Eligible dependents may only be covered
              by one member of the clergy couple.
     F. Incapacity Leave Appointments
          1. Clergy placed on Incapacity Leave can remain covered under the Conference insurance plans, provided
              they were enrolled and covered in the Conference plan immediately preceding the approval date of
              Incapacity Leave.
     G. Clergy eligible for life and health insurance through the North Carolina Conference benefits under option A 1 a
          (above) are entitled to these benefits.
     H. Lay Employees:
          1. An insurance administrator must be appointed at each church/ch-ar-ge to manage insurance policies
              dealing with lay staff. It is the responsibility of each local church/charge and its officers to be apprised of
              the parameters of the Conference insurance plan.
          2. Each local church must have at least 75% participation of the eligible lay employees to participate in the
              Conference plan.
              a. As of January 1, 2007, churches who currently have less than 75% participation will be allowed to
                    continue the current participation of their lay employees under the Conference plan.
          3. The employee must work a minimum of 30 hours weekly and must be enrolled in the period specified for
              initial enrollment.
              a. This period being within 30 days of date first eligible, or be added as a late applicant during Open
                    Enrollment.
          4. Persons appointed as Interim Supply are enrolled as lay employees.
          5. The Committee recommends that the church provide this benefit to lay employees with the same
              premium payment policy as recommended for clergy.
          6. All churches providing post-retirement benefits to lay employees will be billed in full for all premiums
              associated with retirement insurance benefits. The Annual Conference is not responsible for the
              premiums of local church retired lay staff.
     I. Continuation of Benefits
          1. The participant may be eligible to continue health insurance for up to 18 months following the loss of
              employment or appointment.
          2. Written requests for continuation should be submitted to the Conference Benefits Manager within 30
              days of the termination of employment or loss of appointment.
          3. The life insurance cannot be continued.
          4. Flexible Spending Accounts are not available to terminated participants, as they are no longer receiving
              salary from which to with-hold these funds. Funds already contributed may be claimed by the participant.
     J. Open Enrollment
          1. Open Enrollment is held each year from November 1 through November 30.
          2. During Open Enrollment, an active employee or appointee may enroll in the Conference                 insurance
              plan.




86
        3.    Flexible Spending Accounts must be established for the upcoming year during Open Enrollment. If the
              participant does not establish a new account during each Open Enrollment, they cannot participate in the
              Flexible Spending Accounts for the upcoming year.
     K. The Insurance Committee continues to explore eligibility options for future benefit plans and questions of
          church participation.
     L. Participants enrolled in the Conference health and life insurance plans prior to January 1, 2008 may continue
          to be enrolled in the Conference benefits as long as they are Episcopally appointed, employed as lay staff,
          meet the qualifications of Continuation as defined in Section G above, and meet the required eligibility rules
          and regulations. in place prior to January 1, 2008.
VI. Historically, the Insurance Committee has developed rates based on maximum actuarially projected claims. The
     Insurance Committee may use funds in excess of the plan’s operational needs to fund post retirement benefits.
VII. The Insurance Committee strives diligently to present the best possible health and life insurance coverage
     available to the North Carolina Annual Conference. Careful consideration is given to benefits and rates that are
     proposed each year. ..
The Committee wishes to thank the members of the Annual Conference for their support.

                                                                                         H. Gray Southern, Chairperson
                                                                                Henry N. Lovelace, Secretary-Treasurer




                                                                                                                     87
pa r t n e r s i n ca r i n g , nc co n f e r e n c e
The Following Calls Have Been Paid Since January 1, 2007
Call No. 495 - The Reverend Brooks Little ...................................................................................................... $2,400.00
Call No. 497 - The Reverend Vassar Jones ...................................................................................................... 4,800.00
Call No. 498 - The Reverend Wallace Lewis ..................................................................................................... 4,800.00
Call No. 499 - The Reverend Jerry Lowry ......................................................................................................... 4,800.00
Call No. 500 - The Reverend J.B. Parvin .......................................................................................................... 4,800.00
Call No. 501 - The Reverend Ben Musser. ....................................................................................................... 4,800.00
Call No. 502- The Reverend Troy Barrett ......................................................................................................... 4,800.00
Call No. 503 - The Reverend Fred Davis .......................................................................................................... 4,800.00
Call No. 504 - The Reverend Dan Forbes, Jr. .................................................................................................. 4,800.00
Call No. 505 - The Reverend Billy Peele, Jr. ..................................................................................................... 4,800.00


TOTAL ............................................................................................................................................................. $45,600.00


                                                                      FINANCIAL STATEMENT
Balance on Hand,Checking Acct., Wachovia 01/01/07 .................................................................................. $3,041.61
Invested in Methodist Foundation, 01/01/07 .................................................................................................... 48,313.57
Investment Appreciation,Methodist Foundation,2007 ..................................................................................... (2,640.82)
Received from Payment of Calls/Methodist Foundation ................................................................................. 56,291.80
TOTAL TO BE ACCOUNTED FOR ............................................................................................................... $105,006.16


DISBURSEMENTS, 01/01/07-12/31/07
Payments to Beneficiaries ............................................................................................................................. $45,600.00
Office Expenses ................................................................................................................................................. 3,364.86
TOTAL DISBURSEMENTS ............................................................................................................................. $48,964.86


FUNDS ON HAND, 12/31/07
Balance, Wachovia, 12/31/07 .......................................................................................................................... 10,368.55
Invested in Methodist Foundation, 12/31/07 .................................................................................................... 45,672.75


TOTAL FUNDS ON HAND .............................................................................................................................. $56,041.30


TOTAL DISBURSEMENTS AND FUNDS ON HAND ................................................................................... $105,006.16


TRUSTEES - Bill Haddock, Sally Bates, Sam Loy, Duke Lackey, Vann Spivey, Leonard Rex, Susan Pate-Greenwood,
Jimmy Weaver, Taylor Mills


                                                                                                Sally Bates, President; Branson Sheets, Vice-president




88
pensions, board of
Pensions, Board of
Report A - General Information
I. We recommend special appropriations for the following persons in the indicated amounts:
    A. To be paid by the General Board of Pension and Health Benefits:
        Ministers:
        1. Howard M. Wilkinson, an amount equal to two years of credit.
        2. Richard Arthur Lewis, an amount equal to ten years times the 1970 rate.
        Surviving Spouses:
        1. Doris Dellinger Reynolds, build up to 20% of the denominational average compensation
             for 1982 with 2% annual increase.
    B. To be paid from the Pension support Fund:
        Surviving Spouses:
        1. Charlotte Calloway Dingus, total annual benefit $385.00, paid in 12 monthly payments.
        2. Mary Frances Ham Evans, total annual benefit of $3,240.00, paid in 12 monthly
             payments, plus premiums for group health insurance.
        3. Sarah O. Meadows, $150 per month toward health insurance premiums.
        4. Nancy Terry Traynham, $150 per month toward health insurance premiums.
        5. Ruby A. Phillips, $150 per month toward health insurance premiums.
II. We concur with the following ministers for Incapacity Leave:
    A. Wilson Edward Barber - Continued, Effective July 1, 1994
    B. Camille O. Yorkey Compton – Continued, Effective September 1, 2006
    C. John Marshall Crowe - Continued, Effective July 1, 2003
    D. Faye West Ethridge - Continued, Effective September 1, 2004
    E. Tommy Lewis Evans - Continued, Effective September 1, 2003
    F. Doris T. Fox - Continued, Effective July 1, 2004
    G. Victor Louis Galipi - Continued, Effective March 1, 2002
    H. David William Girod – Continued, Effective July 1, 2007
    I. Dennis Joseph Glennon, Continued, Effective December 1, 2006
    J. Sherwood Auburn Godwin - Continued, Effective January 1, 1999
    K. Larry Stephen Grady - Continued, Effective March 1, 2004
    L. Susan Harsh-Cafferty - Continued, Effective July 1, 2002
    M. Lawrence Clayton Higgins - Continued, Effective February 1, 2005
    N. Bobby Lee Jordan (AM) - Continued, Effective July 1, 2001
    O. Teresa Lawrence – Continued, Effective December 1, 2007
    P. Michael W.Leburg, Continued Effective July 1, 2006
    Q. Ronda Lee-Torres - Continued, Effective December 1, 2001
    R. Carolyn Wilkins Lucas, Continued, Effective October 1, 2006
    S. John Clifton Lupton, Jr. - Continued, Effective March 1, 2006
    T. David Ophanalia Malloy – Continued, Effective July 1, 2006
    U. Hector Manuel Millan - Continued, Effective July 1, 2004
    V. Lon William Miller - Continued, Effective February 1, 2002
    W. John Edward Morrison – Continued, Effective July 1, 2005
    X. William Rickman Pinner - Continued, Effective September 1, 2000
    Y. Clinton William Spence - Continued, Effective September 1, 2000
    Z. John Albert Trotter - Continued, Effective October 1, 1999
    AA. Clarence Arthur Wall - Continued, Effective March 1, 2003
    BB. Debra Starling Watson - Continued, Effective November 1, 2001
    CC. LaVerne Blue Womack, Jr. - Continued, Effective July 1, 1997
We recommend the following pastors to be placed on Incapacity Leave for the first time:
    David William Girod, Effective July 1, 2007
    Teresa Lawrence, Effective December 1, 2007
    Robert Flynn, Effective May 1, 2008
Who have been placed on Incapacity Leave since the last Annual Conference?
    David William Girod, Effective July 1, 2007
    Teresa Lawrence, Effective December 1, 2007
    Robert Flynn, Effective May 1, 2008

                                                                                                   89
Who have had their Incapacity Leave terminated since the last Annual Conference?
Willie Frizzelle, Effective July 1, 2007
Who are to be removed from Incapacity leave at this Annual Conference?
NONE
III. Claimants removed from responsibility roll by death:
     A. Benjamin Franklin Musser – July 3, 2007
     B. Troy James Barrett – July 9, 2007
     C. Harriett Fleming Petteway – July 12, 2007
     D. Herman Fred Davis – August 23, 2007
     E. Daniel Mercer Forbes, Jr. – October 15, 2007
     F. Edith Ann Fowlkes Berry – November 7, 2007
     G. Roberta Fields Carruth – November 10, 2007
     H. Dorothy Anita Thompson Dillon – November 10, 2007
     I. Etolia Stribling Vale – November 14, 2007
     J. Luther Martin Peele, Jr. – November 16, 2007
     K. Ralph Isaac Epps – January 3, 2008
     L. Haywood Linwood Harrell – February 11, 2008
     M. Paul Cecil Millwood – December 6, 2007
     N. Alice Blanche Houser Crew – February 21, 2008
     O. Elma Bundy Fulford – February 16, 2008
     P. Kathleen McCormick MacLean – March 7, 2008
IV. New Claimants:
     A. Robbie Williams Barrett – July 9, 2007
     B. Louise Dawson Forbes – October 15, 2007
     C. Myra Miller Peele – November 16, 2007
     D. Pinear (Pat) Windley Epps – January 3, 2008
     E. Patricia Nash Millwood - December 6, 2007

V.   Ministers retiring this year:
     A. Par. 359.1 (Mandatory Retirement - Age 70)
     ROGER ADDISON ARMISTEAD (Age 70, 22.00 years under appointment with 00.00
     years of North Carolina credit, 14.00 years of North Carolina MPP/CPP/CRSP) [08.00
     years, Texas Conference]
     B. Par. 359.2a (Early Retirement - 20 or more years under appointment)
     NONE
     C. Par. 359.2b (Retirement with Actuarially Reduced Benefits - Age 62 or 35 years under appointment.)
     WARREN CLARK BARFIELD (Age 59, 35.00 years under appointment with 08.50 years of North Carolina credit,
     26.50 years of North Carolina MPP/CPP/CRSP)
     LEONARD FRANK DOUCETTE (Age 62, 33.00 years under appointment with 06.50 years of North Carolina
     credit, 26.50 years of North Carolina MPP/CPP/CRSP)
     VIRGIL BRYAN HUFFMAN (Age 62, 38.00 years under appointment with 11.50 years of North Carolina credit,
     26.50 years of North Carolina MPP/CPP/CRSP)
     JAMES CARROLL LEE (Age 64, 36.00 years under appointment with 09.50 years of North Carolina credit,
     26.50 years of North Carolina MPP/CPP/CRSP)
     IRA HILDRETH SMITH (Age 62, 28.00 years under appointment with 01.50 years of North Carolina credit, 26.50
     years of North Carolina MPP/CPP/CRSP)
     PATRICIA VILLINES STEWART (Age 62, 10.00 years under appointment with 00.00 years of North Carolina
     credit, 10.00 years of North Carolina MPP/CPP)
     MARY ELLEN PHELAN SWITZER (Age 62, 12.00 years under appointment with 00.00 years of North Carolina
     credit, 12.00 years of North Carolina MPP/CPP)
     D. Par. 359.2c (Regular Retirement – Age 65 or 40 years under appointment)
     CAROLYN CUMMINGS-WORIAX (Age 67, 12.00 years under appointment with 00.00 years of North Carolina
     credit, 12.00 years of North Carolina MPP/CPP/CRSP)
     MARTHA KIRK EDGERTON (Age 66, 10.00 years under appointment with 00.00 years of North Carolina credit,
     10.00 years of North Carolina MPP/CPP/CRSP)
     ROGER VERNON ELLIOTT (Age 62, 40.00 years under appointment with 13.50 years of North Carolina
     credit, 26.50 years of North Carolina MPP/CPP/CRSP)
     GLENN BATES EVERETT (Age 65, 30.75 years under appointment with 04.25 years of North Carolina credit,
     26.50 years of North Carolina MPP/CPP/CRSP)
     MILTON HEATH GILBERT (Age 66, 40.00 years under appointment with 13.50 years of North Carolina credit,
     26.50 years of North Carolina MPP/CPP/CRSP)
     WILLIAM CARL SIMPSON, JR. (Age 64, 39.00 years under North Carolina appointment



90
    with 12.50 years of North Carolina credit, 26.50 years of North Carolina MPP/CPP/CRSP) [03.00 years, Alabama-
    West Florida Conference]
    CHARLES MICHAEL SMITH (Age 68, 44.00 years under appointment with 17.00 years of North Carolina
    credit, 26.50 years of North Carolina MPP/CPP/CRSP)

     E. Par 359.2d Ad Interim Retirement
     1. Par. 359.2a (Voluntary Retirement with 20 years of service)
     MARK ELVIN LYKINS (Age 53, 20.00 years under appointment with 00.00 years of North Carolina credit and
     20.00 years of North Carolina MPP/CPP) [Retired 02/01/2008]
     2. Par. 259.2c (Regular Retirement – Age 65 or 40 years under appointment)
     LILY KER CHOU (Age 65, 11.25 years under appointment with 00.00 years of North Carolina credit and 11.25
     years of North Carolina MPP/CPP) [Retired 09/15/2007]
     JOSEPH ANDREW MOTLEY (Age 67, 15.50 years under appointment with 00.00 years of North Carolina
     credit and 15.50 years of North Carolina MPP/CPP) (02.50 years, North Georgia Conference; 00.33 year
     North Alabama Conference) [Retired 02/01/2008]
     F. Par 359.1 Local Pastors retiring this year
     NONE
VI. We recommend that the expense account of the Board of Pensions and such independent consultation expense
     as necessary during 2008-2009 be paid from funds designated as Administrative Expense in the Board of
     Pensions Budget.
VII. Extension Ministries (¶1506.4h):
     A. With pension credit by the Annual Conference - (CRSP/CPP Funds will be transferred from the Pension
         Budget to the various offices and agencies toward the payment of CRSP and CPP in 2007 and 2008. The
         purpose of the transfer is to more accurately reflect actual staffing costs of the respective offices and agencies
         and also to more accurately reflect the actual cost for retiree benefits and past service liability in the Pension
         Fund.)
         Stephen C. Compton                            Lawrence E. Johnson                                  Paul L. Leeland
         Sue Ellen Nicholson                           Josefina (Cookie) Santiago                   Charles Michael Smith
         Mary Jane Wilson-Parsons
     B. With pension responsibility on the agency/institution served:
         Sally Bates                                   Margaret Ann Biddle                             Eileen Bisgrove(FD)
         Robert Brewer                                 Cheryl Brown                                        Wesley F. Brown
         Richard Bryant                                Betty Ann Buckley (FD)                                 Janet Buffaloe
         Carolyn H. Burrus                             Leonard C. Byers II                             Dennis M. Campbell
         Marty J. Cauley                               Patrice Cheasty-Miller                          Kathy Clark-Dickens
         Lisa Brown Cole                               Edgardgo Colon-Emeric                                 J. Van Dickens
         Barry Drum                                    Sylvia Tripp Duke                              Samuel W. Dixon, Jr.
         John Farmer                                   Gayle Carlton Felton                       Amanda Fleishman (FD)
         Leland Jan Fogleman                           Alvester I. Gales, Jr.                         Coleman Lane Glaze
         Edith Lee Gleaves                             J. Milton Hadley, Jr.                          Jo Elaine Harris (PD)
         Shana D. Harrison                             Mary Martha Hatch                                       David Heinze
         Charles M. Herring                            Phyllis Hicks                                       Randy A. Hillman
         William S. Hoyle                              Pamela J. Hudson                                    David O. Jenkins
         Greg Jenks                                    Brenda Jones (PE)                                 Andrew Keck (FD)
         Anita J. Kimbrough                            D. Brent Laytham                                       Jerry D. Lewis
         Linda Logston (FD)                            Roger Loyd                                    Audrey Holmes Lynge
         Barbara Price Mann                            W. Joseph Mann                                      Leslie Marsicano
         Sam Francis Martin III                        James G. Mentzer                              Yuko Ueda Miller (PL)
         Deborah A. Morgan                             Bruce E. Petty (PL)                   Mary Jane Pierce Norton (FD)
         Kirk B. Oldham                                James H. Pace                                         Rhonda Parker
         Michael Pasquarello                           Betty Poole                                          Joan M. Purcell
         James A. Rawlings, Jr.                        Ellen Webb Rose (PL)                              Michael W. Safley
         Richard Shannonhouse                          Michele R. Shields                                       David Sluder
         A. Clay Smith                                 Bruce E. Stanley                           Judith S. Stephens (FD)
         Berry L. Taylor II                            Carla Scanlan Vieregg                            Kelly Walker-Jones
         Brenda Walton                                 Denise Conner Waters (FD)                       Julia Webb-Bowden
         Ben Witherington                              Scott T. Wilkinson                          Malcolm C. Willingham

VIII. Recommendations regarding service credit:
      A. The Conference Board of Pension voted at its October 30, 2007 meeting to grant pension credit for the
         time period September 1, 1968 through May 31, 1969 for a total of nine (9) months of service for Dr.
         William C. Simpson.
      B. The Conference Board of Pension voted at its February 21, 2008 meeting to grant ½ year pension credit


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        for the time period 1975 through 1976 as a Student Local Pastor for S. Dufrene Cummings.
IX. The Board of Pension recommends that funds received from the United Methodist Publishing House be contributed
    towards the Central Conference Pension Initiative.
Report B - Recommendations for the Pension Program and Post Retirement Benefits
I. Funding Plan for Supplement One of the Ministerial Pension Plan
    A. Defined Plan Benefits: Supplement One of the Ministerial Pension Plan (Pre-82 Plan) provides defined benefit
        pension benefits to participating retired clergy for all service rendered to the North Carolina Conference
        through December 31, 1981. This plan will continue until all pastors with past service benefits and their
        surviving spouses are deceased and is administered by the General Board of Pension and Health Benefits
        (GBOPHB).
    B. Current Past Service Rate: For many years, the Book of Discipline has defined Pre-82 Plan defined benefits
        as a fixed payment per year of past service. This fixed payment is the Past Service Rate (PSR). The benefit
        goal is stated to be a PSR of 1% of the Conference Average Compensation (CAC). Participation in the
        Ministerial Pension Plan (MPP) requires that an Annual Conference maintain its PSR to at least 0.9% of the
        CAC to continue to participate fully in the MPP. The 2008 CAC for the North Carolina Conference is $62,997.
        The 2008 PSR is $572 or 0.91% of the CAC. Our Conference Board would like to maintain a PSR of at least
        0.9% of CAC. North Carolina CAC has increased by approximately 4.5% over the past 10 years. We estimate
        future PSR increases to average approximately 5.0% each year.
    C. Funded Status: The Conference is required to fund all future benefits of the Pre-82 Plan by December 31,
        2021. Funded Status (previously called unfunded liability) is the difference of the current assets held by the
        GBOPHB for future benefits of North Carolina participants and the total present value of all future benefits to
        be paid under the plan at the approved PSR. The GBOPHB values assets and liabilities of the plan every two
        years and projects data to current years based on the increase in PSR and investment earnings. For the 2008
        Funding Plan, GBOPHB and the Conference use an assumed earnings rate of 7.0%.
        The General Board of Pension and Health Benefits has determined that the portion of the pre-82 plan liability
        attributable to North Carolina Annual Conference is $52,830,240 with a 5.0% PSR increase assumption
        based on a 2008 PSR of $572. Plan funds currently held with the General Board of Pension and Health
        Benefits have a value of $19,903,170 as of January 1, 2006 (for 2008 funding plan).
        The difference between the total plan liability and current plan funding is $32,927,070. This represents the
        unfunded plan liability and will be provided through apportionments and non-plan funds that are held in
        various investment sources. The Conference intends for contributions to be made within the 14-year period,
        ending December 31, 2021. The minimum annual contribution due December 31, 2008 is currently estimated
        to be $2,501,141.
    D. Funding Plan for 2008: Our conference pays for plan benefits through several potential funding sources.
        Both the interest and principal of non-plan funds may be available for retirement funding needs. Below is a
        description of the non-plan assets available to pay the present value of future contributions.
        Our Conference expects to utilize annual apportionments from the local churches as the primary source for
        pre-82 pension funding. Our Conference expects to receive annual apportionments in an amount of
        $3,300,000 for 2008, $3,300,000 for 2009, increasing $200,000 each year through 2013. Apportionments of
        $4,600,000 are expected for the year 2014, and $3,500,000 are expected for 2015 and $3,000,000 for the
        year 2016. The present value of the expected apportionments is $25,412,046. This apportionment funding
        was originally approved by the 1991 Annual Conference.
        The Conference maintains a General Deposit Account with the General Board of Pension and Health Benefits
        that has a value of $13,429,147 as of January 1, 2008. Both the interest and principal from this account are
        available to meet future contribution requirements.
        The Conference maintains and manages various liquid asset accounts that are available for Supplement One
        funding. The current value of these accounts are $1,948,346 as of January 1, 2008. Both the interest and
        principal from these sources are available to meet future contribution requirements.
        The Superannuate Endowment fund has a value of $370,865 as of January 1, 2008. All of it is available
        except for the original balance of $87,195.39, from which interest only is available.
        The 2008 funding plan as of January 1, 2006 is summarized below:
        Supplement One Liability:
        Assuming A PSR Increase of 5.0% ........................................................................................... $(52,830,240)
        Current Plan Funding as of 1/1/06 .............................................................................................. 19,903,170
        Unfunded Plan Liability as of 1/1/06 ......................................................................................... $(32,927,070)
        Projected Unfunded Plan Liability as of 1/1/08 ......................................................................... $(28,819,717)

          Additional Plan Assets:
          Present Value of Future Apportionments ..................................................................................... $25,412,046
          General Deposit Account (GBOPHB) ............................................................................................. 13,429,147
          Conference Managed Liquid Asset Accounts .................................................................................. 1,948,346
          Conference Superannuate Endowment Fund (GBOPHB) ................................................................ 370,865
          Total Additional Plan Assets ......................................................................................................... $41,131,701


92
      E.   Proposed Past Service Rate: The 2009 CAC for the North Carolina Conference is $65,199. We propose
           that the past service rate beginning January 1, 2008 be increased to $601 per service year, or 0.95% of the
           CAC. Assuming 5% future PSR increases and 7.0% investment earnings, this increase creates an unfunded
           liability of $32,927,070. The minimum annual contribution due December 31, 2009 is currently estimated
           to be $2,328,168.

II.   Ministerial Pension Plan (MPP) (effective through December 31, 2006)
      Guidelines for the Ministerial Pension Plan and the Comprehensive Protection Plan are contained in the plan
      document. A copy of the summary plan document is available on request by contacting pension services in the
      treasurer’s office.
      A. Service on and after January 1, 1982 through December 31, 2006 was funded on a defined contribution basis.
           This plan is basically deferred salary, and creates no unfunded liability because it builds an account of funds
           for a specific minister as his/her salary is paid.
      B. These contributions were placed in the individual minister’s Church Account to be available for benefits when
           the minister becomes eligible for payment in the retired relationship.
      C. Each minister who is eligible for benefits will be required to designate beneficiaries for the benefits he/she is
           qualified to receive.

III. Clergy Retirement Security Program (CRSP) (Effective January 1, 2007)
     Guidelines for the Clergy Retirement Security Program and the Comprehensive Protection Plan are contained in
     the plan document. A copy of the summary plan document is available on request by contacting pension services
     in the treasurer’s office. Service on and after January 1, 2007 will be funded on a combined defined contribution/
     defined benefit basis.
     A. Defined Benefit
          1. The Defined Benefit will be 1.25% of the Denominational Average Compensation (DAC) according to the
               plan document.
          2. The Defined Benefit portion will be funded based on a percentage of Plan Compensation calculated on a
               yearly basis using up to the normal cost rate provided by the General Board of Pension and Health
               Benefits multiplied by the annual interest rate. The current assumed interest rate is 7.0%. Therefore, the
               funding percentage rate for 2008 is 10.4% of Plan Compensation.
     B. Defined Contribution
          1. Benefits will be provided based on the participants account balance at their actual retirement date.
          2. The Defined Contribution portion funding is based on three percent (3%) of Plan Compensation.
     C. Plan Compensation is calculated by the GBOPHB according to the plan document:
          1. Vouchered travel and utilities paid directly to utility companies are not used in Plan Compensation
               calculations since this is considered by the General Board of Pension and Health Benefits to be local
               church expense.
          2. Clergy couples housing:
               a. When only one of the spouses is furnished a parsonage, the one furnished the parsonage includes
                    the housing allowance.
               b. When one spouse is furnished the parsonage and the other a cash allowance, the one furnished the
                    parsonage will use the 25% housing allowance and the other will report the actual cash housing paid.
               c. When two parsonages are furnished each spouse claims a housing allowance.
               d. When neither is furnished a parsonage, the actual cash housing allowance may be counted by the
                    person/or persons receiving the allowance.
          3. In accordance with the plan document, the housing allowance for those furnished housing is 25% times
               the cash salary.
          4. Those furnished a cash housing allowance will report the actual amount in accordance with the plan
               document.
     D. The Clergy Retirement Security Program contribution from the local church is to be paid monthly by the
          Church or Charge Treasurer to the Conference Treasurer’s Office.
     E. The Defined Contribution portions are placed in the individual minister’s Church Account to be available for
          benefits when the minister becomes eligible for payment in the retired relationship.
     F. Each minister who is eligible for benefits will be required to designate beneficiaries for the benefits he/she is
          qualified to receive.
IV. Comprehensive Protection Plan (CPP)
     A. This part of the program contains provisions for a death benefit and disability income. In addition to the
          provisions of a death benefit for the pastor, there is a death benefit on the life of the spouse and dependent
          children under age 18 or who are dependent because of disability. The Comprehensive Protection Plan also
          includes educational benefits for the children of a deceased minister. This part of the plan is only available to
          those ministers covered under the CPP, whose charges are paying at least minimum full-time salary.
          1. Death Benefits provide $50,000.00 as the benefit paid on the death of an eligible active participant. Upon
               retirement at any age, death benefits drop to $16,813.20 for the year 2008 and $17,467.80 for 2009. This
               is 30% of the DAC.

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         2.    Effective January 1, 2002, the disability benefit equals 70% of plan compensation, with plan compensation
               capped at 200% of the DAC. (The DAC for 2008 is $56,044.00 and for 2009 is $58,226.00) The disability
               benefit is reduced by any disability benefits payable under the Social Security Act. This revised benefit
               applies only to eligible clergy whose disability effective date, as determined by the General Board of
               Pension and Health Benefits, is on or after January 1, 2002.
          3. The Comprehensive Protection Plan contribution from the local church is to be paid monthly by the
               Church or Charge Treasurer to the Conference Treasurer’s Office. (Effective November 1, 2004)
          4. Pastors who have been approved for a leave of absence for military service and who were enrolled in the
               CPP prior to the date of their leave will continue to be enrolled in the CPP under optional Conference
               enrollment.
    B. Effective January 1, 2007, the cost of the Comprehensive Protection Plan (CPP) will be funded by billing up to
          the calculated percentage to fund the CPP each year using the rate required by the General Board of Pension.
          For 2008 the cost is a total of 3% of the actual Plan Compensation up to 200% of the Denominational
          Average Compensation (DAC). The pastor shall be required to pay 1% of Plan Compensation (up to 1% of
          200% of DAC) on an after tax basis and the church or charge shall pay 2% of the Plan Compensation (up to
          2% of 200% of DAC). ¶1506.19 in The Book of Discipline 2004.
V. Implementation of the Program
    The benefit program adopted by your Conference Board of Pensions seeks to provide a wider range of support for
    the minister’s family through death benefits for every member of the family, disability income for the minister in
    time of great stress, educational benefits for children of deceased ministers, minimum annuity benefits for
    surviving spouses, and clergy benefits based on the Denominational Average Compensation (DAC).
    A. Costs of the Clergy Retirement Security Program/Comprehensive Protection Plan will be borne by the local
          charge as an item of ministerial support according to the Plan Compensation of the minister and the category
          of the charge.
          1. Effective January 1, 2008
               FULL TIME (Conference Member/Local Pastor) – 10.4% of Plan Compensation for CRSP – Defined
               Benefit portion and 3% of Plan Compensation for CRSP - Defined Contribution portion and 2% of
               Plan Compensation for CPP (up to 2% of 200% of the DAC)
               STUDENT (Conference Member/Local Pastor) - 10.4% of Plan Compensation for CRSP – Defined
               Benefit portion and 3% of Plan Compensation for CRSP - Defined Contribution portion
               LESS THAN FULL TIME (Conference Member/Local Pastor) - 10.4% of Plan Compensation for CRSP
               – Defined Benefit portion and 3% of Plan Compensation for CRSP - Defined Contribution portion
               INTERIM OR RETIRED SUPPLY - no pension responsibility
    B. Effective January 1, 2007 Deacons and Probationary Deacons serving in Episcopal appointments to a local
          church or other entity that falls under the pension plan sponsorship of the Conference shall be enrolled in the
          plans according to the plan document.
    C. The pastor will make regular monthly payments to the Conference Treasurer’s Office through the local church
          treasurer for his/her 1% of Plan Compensation (up to 1% of 200% of the DAC) on an after tax basis for CPP.
    D. It is recommended that the pastor make regular monthly payments through the local church treasurer to the
          General Board of Pension and Health Benefits for his/her personal tax-paid or tax-deferred contributions of at
          least 3%.
(The following, Item VI, was approved by the 1997 Annual Conference to be placed in effect at the conclusion of the
Session of the Annual Conference, Year 2000:)
VI. Policies Related to Life and Health Insurance
    A. The 2010 budget needed to fund health and life insurance, pension grants, administration, etc., is $2,700,000.
    B. Eligibility Policies
          1. Five-Year Rule A participant must be covered under the health insurance plan for five consecutive years
               immediately prior to the date of retirement in order to retain health insurance benefits after retirement.
          2. Clergy persons who retire from the North Carolina Annual Conference with twenty or more full time years
               of earned pension credit in the North Carolina Annual Conference may receive life and health insurance
               benefits when the clergy person attains age 62 and receives pension benefits or retires with thirty-five
               (35) years of service and receives pension benefits provided at least twenty (20) of the thirty-five years of
               pension credit is in the North Carolina Annual Conference. The North Carolina pension credit record
               used to determine insurance funding for retiring Deacons in Full Connection shall consist of eligible North
               Carolina earned pension credit years in both the lay and clergy pension plans.
          3. Effective July 1, 2007, clergy persons who retire at age 59 ½ may remain on the Conference insurance
               plan, provided written notification of this intent is provided to the Conference Benefits Manager. The
               clergy person will be responsible for 100% of the applicable monthly premium until the attainment of age
               62 (Report B Section VI B2). At the attainment of age 62, the monthly premium will be adjusted according
               to the retirement rules in place at the time of retirement. Monthly premiums will then be calculated at the
               applicable percentages as defined in Report B Section VI D and E.
          4. All retired clergy, spouses and surviving dependents must enroll in Medicare part A and part B when first
               eligible.
          5. Effective August 1, 1992, Pastors who discontinued ¶313.1, or Probationary Members, ¶327.6, as well as

94
                  Conference Members who are retired involuntarily, ¶359.3, who are granted Honorable Location, ¶360;
                  who withdraw to unite with another denomination, ¶361.1; who surrender the ordained ministerial office
                  ¶361.2; who withdraw under complaints or charges, ¶361.3; and Conference Members who are placed
                  on Administrative Location, ¶362.4 are ineligible to receive retirement health or life insurance benefits
                  when payments from the General Board of Pension and Health Benefits begin. [Paragraphs noted are
                  from The Book of Discipline, 2004]
      C.     Retirement prior to January 1, 2004
             Clergy persons who retire prior to January 1, 2004 from the North Carolina Annual Conference will be subject
             to the current rate policy as outlined below. Effective January 1, 2004, there will be a minimum monthly
             contribution of $10 per participant (for all surviving dependents and retirees with a clergy retirement date prior
             to January 1, 2004). The following policies apply:
             1. Before the retired clergy person and/or spouse reach the age of Medicare eligibility (currently 65 years of
                  age), the retired clergy person will pay the amount of premium that he/she paid in the year in which he/
                  she retires. The Conference Board of Pensions will pay the difference between the clergy person’s
                  payment and the costs of his/her health insurance. The retired clergy person must continue to pay the
                  amount of premium that he/she paid in the year of retirement until both the retired clergy person and his/
                  her spouse reach the age of Medicare eligibility. Billings will be made monthly from the Treasurer’s Office.
             2. If a clergy person who, prior to retirement, has been covered as a single individual for the purposes of
                  health insurance, wishes at the time of retirement to add family members to his/her health care plan, he/
                  she must pay the premium applicable to that type of coverage for the year in which he/she retired. The
                  retired clergy person must continue to pay that amount of premium until both the retired clergy person
                  and his/her spouse reach the age of Medicare eligibility.
                  A clergy person who retires from the North Carolina Annual Conference with less than twenty (20) full-
                  time years of earned pension credit in the North Carolina Annual Conference may receive life and health
                  insurance benefits when the clergy person attains age 62 and receives pension benefits or retires with
                  thirty-five (35) years of service and receives pension benefits provided at least twenty of the thirty-five
                  years of pension credit is in the North Carolina Annual Conference. Retired clergy persons and/or
                  dependents with less than twenty years of earned pension credit in the North Carolina Annual Conference
                  will be responsible for the monthly insurance premiums as described in #1 above, with the remaining
                  monthly portion shared by the retired clergy person and/or dependents and the Conference Board of
                  Pensions, based on the following formula:

             Years of                                                               Individual                                                    Board of Pension’s
             Pension Credit                                                         Contribution                                                             Contribution
             1 .................................................................... 95% ................................................................................... 5%
             2 .................................................................... 90% ................................................................................. 10%
             3 .................................................................... 85% ................................................................................. 15%
             4 .................................................................... 80% ................................................................................. 20%
             5 .................................................................... 75% ................................................................................. 25%
             6 .................................................................... 70% ................................................................................. 30%
             7 .................................................................... 65% ................................................................................. 35%
             8 .................................................................... 60% ................................................................................. 40%
             9 .................................................................... 55% ................................................................................. 45%
             10 .................................................................. 50% ................................................................................. 50%
             11 ................................................................... 45% ................................................................................. 55%
             12 .................................................................. 40% ................................................................................. 60%
             13 .................................................................. 35% ................................................................................. 65%
             14 .................................................................. 30% ................................................................................. 70%
             15 .................................................................. 25% ................................................................................. 75%
             16 .................................................................. 20% ................................................................................. 80%
             17 .................................................................. 15% ................................................................................. 85%
             18 .................................................................. 10% ................................................................................. 90%
             19 .................................................................. 5% ................................................................................... 95%
             20 .................................................................. $10 Minimum ....................................... Remaining Premium
This payment formula remains in effect throughout the participant’s lifetime (clergy person or surviving dependent).
    D. Retirement after January 1, 2004
        (Eligibility policies can be found in Report B, section VI B)
        Effective January 1, 2004 the following schedule(s) will apply to all retired clergy and their eligible dependents,
        whose retirement date is January 1, 2004 or later.
        1. Medicare Eligible (retiree and/or dependents)




                                                                                                                                                                            95
                  Years of                                                       Individual                                                             Board of Pension
                  NC Pension Credit                                              Contribution                                                                    Contribution
                  0-4 .......................................................... Not Eligible ................................................................. Not Eligible
                  5-9 .......................................................... 80% ........................................................................................ 20%
                  10-14 ...................................................... 70% ........................................................................................ 30%
                  15-19 ...................................................... 60% ........................................................................................ 40%
                  20-24 ...................................................... 50% ........................................................................................ 50%
                  25-29 ...................................................... 40% ........................................................................................ 60%
                  30-34 ...................................................... 30% ........................................................................................ 70%
                  35-39 ...................................................... 20% ........................................................................................ 80%
                  40 or more .............................................. 10% ........................................................................................ 90%

           2.     Age Less than Medicare Eligible (retiree and/or dependents)**
                  Years of                                                       Individual                                                             Board of Pension
                  NC Pension Credit                                              Contribution                                                                    Contribution
                  0-4 .......................................................... Not Eligible ................................................................. Not Eligible
                  5-9 .......................................................... 80% ........................................................................................ 20%
                  10-14 ...................................................... 70% ........................................................................................ 30%
                  15-19 ...................................................... 60% ........................................................................................ 40%
                  20-24 ...................................................... 50% ........................................................................................ 50%
                  25-29 ...................................................... 40% ........................................................................................ 60%
                  30-34 ...................................................... 30% ........................................................................................ 70%
                  35-39 ...................................................... 20% ........................................................................................ 80%
                  40 or more .............................................. 10% ........................................................................................ 90%

           3. **The minimum monthly premium billed to the individual will be no less than the active monthly personal
              portion of the premium for the applicable coverage type.
     E. Retirement after January 1, 2007 (revised June 2008)
         (Eligibility policies can be found in Report B, Section VI B.)
         1. Effective January 1, 2007 the Conference Board of Pensions will fund only the % above as applied
              to the Medicare Companion plan rate. Retirees and/or dependents not yet Medicare eligible age will
              be responsible for the difference between the funded amount as calculated based on the above
              table(s) and the remaining cost of full coverage.
         2. The above % of the Medicare Companion plan premium will be applied to the total active family rate
              until both the retiree and spouse attain the Medicare eligibility age.
         3. Participants who retired under provision E1, (2007 rule) will have their rates re-calculated effective
              July 1, 2008 to comply with the new E2 provision.
     F. Retirement after July 1, 2009
         (Eligibility policies can be found in Report B, Section VI B.)
         Clergy under appointment as of June 30, 2009
         1. Post retirement health plan eligibility for clergy who are licensed, commissioned, or ordained under
              NC Episcopal appointment to a NC Conference responsible appointment (i.e., eligible for enrollment
              in the Conference Insurance Plan) as of June 30, 2009 will be determined using years of NC
              pension credit/pension eligibility accrued through June 30, 2009. Effective July 1, 2009, accrual of
              future year’s credit toward post retirement benefits will be determined by months of enrollment in
              the Conference insurance plan with a minimum of 60 months immediately preceding
              retirement.
         2. The retiree must participate in the NC Health Plan for 60 consecutive months immediately prior to
              the date of retirement.
         3. Clergy with 60 months of participation in the NC Health Plan immediately prior to retirement, but
              less than 180 months in the plan (over the course of career) will have access to the NC Health Plan
              and contribute the full cost of the plan.
         4. The retiree may only cover dependents that are covered at the time of retirement.
         5. Funding will be based on the chart printed below:
              Years of                                                       Individual                                                             Board of Pension
              NC Pension Credit                                              Contribution                                                                   Contribution
              0-4 .......................................................... Not Eligible ............................................................... Not Eligible
              5-9 .......................................................... 80% ......................................................................................... 20%
              10-14 ...................................................... 70% ......................................................................................... 30%
              15-19 ...................................................... 60% ......................................................................................... 40%
              20-24 ...................................................... 50% ......................................................................................... 50%
              25-29 ...................................................... 40% ......................................................................................... 60%
              30-34 ...................................................... 30% ......................................................................................... 70%
              35-39 ...................................................... 20% ......................................................................................... 80%
              40 or more ............................................. 10% ......................................................................................... 90%
96
G.   Newly appointed Clergy (licensed, commissioned or ordained receiving first time
     appointment) effective July 1, 2009
     1. Post retirement health plan eligibility for clergy newly licensed, commissioned or ordained effective
          July 1, 2009, under Episcopal appointment to a NC Conference responsible appointment (i.e. eligible
          for enrollment in the Conference Insurance plan) will be based on total months enrolled in the
          Conference Insurance Plan with a minimum of 180 months total enrollment with 60 consecutive months
          enrollment immediately preceding the date of retirement for funding eligibility.
     2. Participants who meet the 60 consecutive months enrollment but do not meet the 180 months minimum
          will have access to the plan with no funding from the Conference Board of Pensions. The participant
          will be responsible for 100% of the applicable premiums.
     3. Credited enrollment in the insurance plan, once earned, will not be reduced or terminated due to
          breaks in enrollment.
     4. Funding will be based on the following:
               Years of                                                       Individual                                                           Board of Pension
               NC Pension Credit                                              Contribution                                                                 Contribution
               0-4 .......................................................... Not Eligible ............................................................... Not Eligible
               5-14 ........................................................ 100% ......................................................................................... 0%
               15-19 ...................................................... 60% ......................................................................................... 40%
               20-24 ...................................................... 50% ......................................................................................... 50%
               25-29 ...................................................... 40% ......................................................................................... 60%
               30-34 ...................................................... 30% ......................................................................................... 70%
               35-39 ...................................................... 20% ......................................................................................... 80%
               40 or more ............................................. 10% ......................................................................................... 90%
H. Life Insurance - A clergy person must have been covered under the conference active life insurance plan in
     order to retain life insurance benefits after retirement. The Board of Pensions does not provide life insurance
     for dependents of retired clergy.
I. Clergy Couples Insurance
          1. When one member of a clergy couple retires, medical and life insurance will be paid for the retiree
               according to the schedules and rules previously listed.
          2. Health insurance will be provided for the spouse and eligible dependents of the retired clergy partner
               according to the rules and schedules previously listed.
J. Surviving Spouses
          Surviving spouses of active participants must be enrolled in the health insurance plan at the time of the
          participant’s death in order to receive health insurance benefits under the current health insurance plan.
          Premiums will be determined by the retirement rules in place on the date of death.
          1. When surviving spouses are employed and provided health insurance by their employer, the plan of the
               Board of Pension will be the secondary carrier.
          2. If the surviving spouse remarries, the conference health insurance will terminate. Future benefits under
               the conference health insurance plan are waived.
          3. Surviving spouses of retired clergy must be enrolled in the health insurance plan at the time of the retired
               clergy’s death in order to receive health insurance benefits under the current health insurance plan.
               a. Surviving spouses currently enrolled who married the clergy person after the clergy person’s retire
                    ment, can remain covered by the health insurance plan. The Board of Pensions grants a flat rate of
                    $150.00 monthly towards the cost of the surviving spouse’s coverage. The remaining premium will
                    be the responsibility of the surviving spouse.
               b. Surviving spouses of retired clergy who married the clergy person prior to the clergy person’s
                    retirement are subject to the payment schedule applicable prior to the death of the clergy person.
               c. Effective January 1, 2001 retired clergy persons may not add new dependents to the health
                    insurance plan.
VII. Intent
     The North Carolina Annual Conference established health, dental, and life insurance plans with the intent of
     providing coverage for the active and retired pastors. However, the Annual Conference reserves the right to
     terminate the health, dental, and life contracts, in whole or in part, at any time. The Annual Conference, at any
     time or from time to time, may amend any or all of the provisions of the health or life plans without the consent of
     the individual participants.




                                                                                                                                                                          97
VIII. Dental Insurance
      The Board of Pensions recommends that retired ministers covered under the health insurance plan have dental
      insurance. Dental benefits became available on July 1, 1987.
IX. Maximum Lifetime Benefit Under the Medicare Companion Plan. The lifetime maximum under the current
      Medicare Companion Plan is $2,000,000 for each participant.
X. Special Provisions
      The North Carolina Annual Conference Board of Pensions is hereby authorized, at its discretion, to arrange with
      the General Board of Pension and Health Benefits for active participation in the CRSP and/or CPP by persons who
      are eligible under special rules but not automatically included as active participants. (CRSP Plan Document
      Section 3.3 and CPP Plan Document Section 3.2.)
XI. Conclusion
      Our constant aim is to provide our retired families with their needs for an adequate income to purchase essentials
      for living as well as to insure adequate care in case of illness. To these ends our recommendations are directed,
      and their satisfaction is found in the acceptance of the North Carolina Conference and its membership.
      Report C - Housing Exclusion Allowance (For Income Tax Purposes Only)
      Resolutions Relating to Rental/Housing Allowances for Retired or Disabled Clergypersons of the North
      Carolina Conference
      The North Carolina Conference (the “Conference”) adopts the following resolutions relating to rental/housing
      allowances for active, retired, or disabled clergypersons of the Conference:
            WHEREAS, the religious denomination known as The United Methodist Church (the “Church”), of which this
      Conference is a part, has in the past functioned and continues to function through ministers of the gospel
      (within the meaning of Internal Revenue Code section 107) who were or are duly ordained, commissioned, or
      licensed ministers of the Church (“Clergypersons”);
            WHEREAS, the practice of the Church and of this Conference was and is to provide active Clergypersons
      with a parsonage or a rental/housing allowance as part of their gross compensation;
            WHEREAS, pensions or other amounts paid to active, retired, and disabled Clergypersons are considered to
      be deferred compensation and are paid to active, retired, and disabled Clergypersons in consideration of previous
      active service; and
            WHEREAS, the Internal Revenue Service has recognized the Conference (or its predecessors) as the
      appropriate organization to designate a rental/housing allowance for Clergypersons who are or were members of this
      Conference and are eligible to receive such deferred compensation;
            NOW, THEREFORE, BE IT RESOLVED:
                 1. THAT an amount equal to 100% of the pension or disability payments received from plans authorized
                      under The Book of Discipline of The United Methodist Church (the “Discipline”), which includes all
                      such payments from the General Board of Pension and Health Benefits (“GBOPHB”), any amounts
                      received from the Minister’s Transition Fund (MTF) and including amounts received in this respect
                      from the Duke Endowment, during the year 2008 and 2009 by each active, retired, or disabled
                      Clergyperson who is or was a member of the Conference, or its predecessors, be and hereby is
                      designated as a rental/housing allowance for each such Clergyperson; and
                 2. THAT the pension or disability payments to which this rental/housing allowance applies will be any
                      pension or disability payments from plans, annuities, or funds authorized under the Discipline,
                      including such payments from the GBOPHB and from a commercial annuity company that provides
                      an annuity arising from benefits accrued under a GBOPHB plan, annuity, or fund authorized under
                      the Discipline, that result from any service a Clergyperson rendered to this Conference or that an
                      active, a retired, or a disabled Clergyperson of this Conference rendered to any local church, annual
                      conference of the Church, general agency of the Church, other institution of the Church, former
                      denomination that is now a part of the Church, or any other employer that employed the
                      Clergyperson to perform services related to the ministry of the Church, or its predecessors, and that
                      elected to make contributions to, or accrue a benefit under, such a plan, annuity, or fund for such
                      active, retired, or disabled Clergyperson’s pension or disability as part of his or her gross compensation.
            NOTE: The rental/housing allowance that may be excluded from a Clergyperson’s gross income in any year
            for federal income tax purposes is limited under Internal Revenue Code section 107(2) and regulations
            thereunder to the least of: (1) the amount of the rental/housing allowance designated by the Clergyperson’s
            employer or other appropriate body of the Church (such as this Conference in the foregoing resolutions) for
            such year; (2) the amount actually expended by the Clergyperson to rent or provide a home in such year; or
            (3) the fair rental value of the home, including furnishings and appurtenances (such as a garage), plus the
            cost of utilities in such year. As specified in Rev. Rul. 71 280, 1971 C.B.92, “the only amount that will qualify
            for exclusion under section 107(2) of the Code as ‘rental allowance’ is an amount equal to the fair rental value
            of the home, including furnishings and appurtenances such as a garage, plus the cost of utilities.” Beginning
            in 1984, there is no longer a sick pay or disability income exclusion available with respect to disability benefit
            payments. Therefore, the full amount of disability benefit payments will be taxable income to the recipient
            beginning in 1984.
                 Please Note: There is no place on your 1040 Tax Form to list this Housing Exclusion. The General Board

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          of Pension and Health Benefits has provided a sample statement to be used: “I received $_____________
          from the General Board of Pension and Health Benefits, Incorporated in Missouri; and/or from a commercial
          annuity company that provides an annuity arising from benefits accrued under a GBOPHB plan, annuity, or
          fund authorized under the Discipline and $____________ from the Duke Endowment (total $___________) as
          reported on the attached 1099 - R’s. I did not include that amount on Line 16b because $_____________*
          has been excluded under provisions of IRC Section 107 of the Internal Revenue Code as a rental allowance
          exclusion. As a retired clergyperson, I am entitled to take this rental allowance exclusion.” (In this blank put
          the least of the 3 amounts on your Housing Exclusion Worksheet.)
               Attach this note to your 1099-R forms.
Report D - Ministers’ Transition Fund
I. The Principles of the Fund - The Ministers’ Transition Fund of the North Carolina Conference of The United
     Methodist Church (the “Fund”) was established effective November 20, 1937, to assist the minister to more
     easily make the transition from the active relationship in which a furnished parsonage has usually been
     provided, to the retired relationship in which the minister provides his or her housing. The Fund is established
     by apportionments to each local church in the Outreach Ministries-Fair Share Apportionments and by
     assessments to each minister who has membership in the Fund. Since all churches contribute to this Fund, it
     is the desire of the North Carolina Annual Conference of The United Methodist Church that all ministers
     participate in the Fund. The Conference does not interpret the churches’ support of the Ministers’ Transition
     Fund as an additional benefit for their ministers, but as a benefit for all ministers of the Conference. Therefore,
     the only funds to which a minister can make personal claim are those that he or she contributed to the Fund.
     The Conference vigorously emphasizes that the purpose of this Fund is to assist the minister’s retirement
     transition and not to be an emergency fund available for any other purpose. All participant elections available
     shall be irrevocable. The Fund is intended to be a church plan within the meaning of section 414(e) of the
     Internal Revenue Code of 1986, as amended (the “Code”) which has not made the election under section
     410(d) of the Code and is also intended to meet the requirements of a retirement income account under
     section 403(b)(9) of the Code. The Plan shall be interpreted, wherever possible, to comply with the applicable
     terms of the Code and all applicable formal regulations and rulings issued under the Code.
II. The Conference Treasurer - The Treasurer of the North Carolina Conference (the “Conference Treasurer”)
     shall serve as Treasurer and custodian of this Fund. He or she shall promote this work, receive funds from
     pastors and charges, and keep permanent records of assessments received and benefits paid.
III. Eligibility for Membership - Membership in this Fund is not mandatory. Each ministerial member of the North
     Carolina Annual Conference (associate, full, probationary, or full-time local pastor) who is serving full time in a
     charge or as a district superintendent, a Conference ministerial staff person, or others who are appointed to
     serve at a North Carolina Annual Conference Institution (Methodist Retirement Home, Inc.; Methodist Home
     for Children, Inc.; Louisburg College; Methodist College; North Carolina Wesleyan College) or other Episcopal
     appointment of the North Carolina Annual Conference shall be eligible to join.
     In order to remain an active, participating member, the ministerial member of the North Carolina Annual
     Conference (associate, full, probationary, or full-time local pastor) must continue to serve full time in a charge
     or other appointment. A full-time local pastor may continue as a member of the Fund only during the time he
     or she is serving under episcopal appointment. Students under episcopal appointment who have previously
     served full time and who intend to return to full time service are eligible to continue. Those ministerial members
     on disability leave, leave of absence, or Conference members with less than full time service, may continue to
     be active, participating members by meeting the provisions discussed hereafter.
     Ministerial members who transfer into the Conference or new ministers receiving appointments for the first
     time are eligible to join the Fund in January of the year following the Annual Conference session in which
     their credentials were recognized. Ministers in these categories applying for membership will be assessed on
     the basis of their total salary and utility allowances for the six months between July 1 and December 31
     computed to a twelve-month amount.
     Each new member of the Fund shall file an application form. Upon filing of application for membership and
     paying the recommended assessment for one year, his or her membership becomes effective. The deadline
     for enrollment for all ministers is January 31 of each year.
IV. Apportionments and Assessments
     A. Conference Contributions — Funds shall be placed in the Conference budget annually equal to an
          amount of one percent (1%) of the total salaries and utilities paid to all participating pastors and associates
          of the Conference based upon the Conference Journal figures for the year preceding the year in which
          the budget request is made to the Annual Conference. This budgeted amount will be apportioned to
          charges on the same basis as all other Conference budget items, and this amount shall become part of
          the Fund.
     B. Minister Contributions - Each minister in a pastoral appointment who participates in the Fund shall be
          assessed and pay into the Fund on an after-tax basis one percent (1%) of all salary and utility allowances
          he or she receives each year from the charge he or she is serving and/or Conference sources. (Salary
          also includes Equitable Salary Fund payments, Duke Endowment Funds, and missionary sources.) Such
          contributions may be paid in monthly installments by check or electronic bank drafts.


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      C.  Council on Finance and Administration Contributions - The Council on Finance and Administration shall
          make provision for payment into the Fund an amount equal to one percent (1%) of salary and utility
          allowances usually paid by the charge for district superintendents and ministers appointed as Conference
          staff.
     D. District Superintendent and Conference Ministerial Staff Contributions - District superintendents and
          Conference ministerial staff shall be assessed and pay into the Fund on an after-tax basis one percent
          (1%) of their salary and utility allowances.
     E. All Other Ministers - All other ministers who participate in the Fund shall be assessed and pay into the
          Fund on an after-tax basis a sum equivalent to two percent (2%) of their annual salary and utility allowances
          or two percent (2%) of the Conference Average Salary, whichever is greater.
V. Deadline For Receipt of Assessment - The plan (fiscal) year of the Ministers’ Transition Fund shall be the same
as that of the Annual Conference fiscal year, January 1 through December 31. No later than November 1 of each year,
the Conference Treasurer shall notify all members their assessment is due. Each member of the Fund shall submit
payment for the required assessment no later than January 31 of each year. Such contributions may be paid in
monthly installments by check or electronic bank drafts. Assessments received after January 31 will be returned to the
minister. If he or she has been a member less than ten (10) years, this lack of payment extends the period for one
additional year before dividends can be received. If the minister has been a member over ten (10) years, he or she will
receive no dividends for the year involving lack of payment. If any member of the Fund fails to pay his or her required
assessment for three consecutive years, he or she shall be required to withdraw from membership in the Fund.
VI. Base Benefits - Base benefits shall be paid to retired members of the Transition Fund as follows:

      If retired at the end of one year of membership ............................................................................................. $200.00
      If retired at the end of two years of membership ........................................................................................... 300.00
      If retired at the end of three years of membership ......................................................................................... 400.00
      If retired at the end of four years of membership ........................................................................................... 500.00
      If retired at the end of five years of membership ............................................................................................ 600.00
      If retired at the end of six years of membership ............................................................................................. 700.00
      If retired at the end of seven years of membership ........................................................................................ 800.00
      If retired at the end of eight years of membership ......................................................................................... 900.00
      If retired at the end of nine years of membership ......................................................................................... 1,000.00
      If retired at the end of ten years of membership ........................................................................................... 1,100.00
      If retired at the end of eleven years of membership ...................................................................................... 1,200.00
      If retired at the end of twelve years of membership ...................................................................................... 1,300.00
      If retired at the end of thirteen years of membership .................................................................................... 1,400.00
      If retired at the end of fourteen years of membership ................................................................................... 1,500.00
      If retired at the end of fifteen years of membership ...................................................................................... 1,600.00
      If retired at the end of sixteen years of membership ..................................................................................... 1,700.00
      If retired at the end of seventeen years of membership ............................................................................... 1,800.00
      If retired at the end of eighteen years of membership .................................................................................. 1,900.00
      If retired at the end of nineteen years of membership .................................................................................. 2,000.00
      If retired at the end of twenty years of membership ...................................................................................... 2,100.00
      If retired at the end of twenty-one years of membership .............................................................................. 2,200.00
      If retired at the end of twenty-two years of membership ............................................................................... 2,300.00
      If retired at the end of twenty-three years of membership ............................................................................ 2,400.00
      If retired at the end of twenty-four years of membership .............................................................................. 2,500.00
      If retired at the end of twenty-five years of membership ............................................................................... 2,600.00
VII. Allocation of Dividends After Ten Years of Membership -After ten years of membership, and beginning with the
eleventh year, the base benefit to be paid is increased by dividends credited to the members account.
      Any funds, except as provided below, including apportionments, assessments, forfeitures and earnings thereon,
remaining after benefits have been paid to eligible members for the plan year shall be divided into equal parts, in the case
of members who remained members through the year, and portions of such equal parts in the case of members who have
retired during the year and who are entitled to a part-year allocation, as described below, and credited to the accounts of
those who have been participating members for more than ten years and are not in arrears for the previous year.
      A reserve equal to ten percent of the members’ payments and dividend fund balances as of December 31 each
year shall be maintained. Unrealized gains on investments shall be reserved and are not generally eligible to be
distributed as annual dividends. The Hearing Committee may supplement the annual dividend from such reserves to
maintain the declared dividend in an amount consistent with previous year levels when such action is deemed appro-
priate considering current investment returns and current economic conditions. The purpose of maintaining these
reserves is to insulate the members in any year from market fluctuations and preserve the ability of the fund to consis-
tently provide for housing needs in their retirement.
      In the event a member retires during a year after completing ten years of membership, such member may elect to
submit payment to the Fund of that portion of their assessment for the year equal to the product of (1) the assessment
the member would have paid had the member not retired, and (2) a fraction, the numerator of which is the number of


100
whole months in the year prior to the date the member retires, and the denominator of which is 12. If a member pays
the assessment described in the preceding sentence, the account of the member shall also receive as an allocation of
dividends for such year an amount equal to the product of (1) the amount of dividends which would be credited to the
account of such member had the member not retired during such year, and (2) a fraction, the numerator of which is the
number of whole months in the year prior to the date the member retires, and the denominator of which is 12.
VIII. Limitations on Contributions Pursuant to the Internal Revenue Code
      A. In General - The contributions for any calendar year allocated to a member’s account under Articles VI and
           VII on behalf of a member under all Qualifying Retirement Plans in which the member participates shall not
           exceed the member’s Limit on Annual Additions as determined in subsection B of this Article VIII. The
           provisions of this Article VIII are intended to provide the limit on the amount of contributions to this Fund which
           are excludable from the gross income of the member pursuant to Code section 415, and shall be interpreted
           in a manner consistent with that Code section.
      B. Limit on Annual Additions Under Code Section 415
           1. A member’s Limit on Annual Additions shall for any calendar year be an amount equal to the lesser of:
                (a) 100% of the member’s includible compensation within the meaning of Code section 415(c)(3)(E) in
                such calendar year, or
                (b) $40,000, or such greater amount as is permitted under Code section 415(c) as adjusted under Code
                section 415(d)(1)(B).
                For purposes of determining a member’s Limit on Annual Additions, in the case of a member who has
                more than 50% control of an employer (a “Controlled Employer”) within the meaning of Code section
                415(h), contributions to a plan of the Controlled Employer that constitute annual additions (as defined in
                Code section 415(c)(2)) to the member shall be treated as contributions to this Plan.
           2. A member’s “includible compensation” for purposes of paragraph (1), above, shall mean the amount of
                compensation received from an employer within the meaning of Code section 403(b)(3) and 414(e) which
                is includible in gross income, computed without regard to Code section 911 for the most recent period
                ending not later than the close of the taxable year which is counted as a one year period of service as
                defined under paragraph (3) below. Such term shall not include any amount received by a former
                member after the fifth taxable year following the taxable year in which such member was terminated, or
                utilities to the extent such amounts are not includible in compensation pursuant to Code section 107.
           3. A member’s “period of service” for purposes of paragraph (2) above shall be expressed as a number
                equal to the member’s number of full years of service plus one-twelfth for each one month period of
                service in addition to his or her full years of service. Part-time service of a member shall be taken into
                account as the percentage of such service that is equal to the percentage of full-time service served.
      Notwithstanding any provision of this Article VIII.B to the contrary, the Limit on Annual Additions of a member who
has made an election under Code section 415(c)(7) shall be determined under such Code section and the regulations
issued thereunder.
      C. Prohibition on Before-Tax Salary Reduction Contributions - Before-tax contributions under a salary reduction
           agreement shall not be permitted under this Fund.
IX. Death Benefits - When a participating member of the Fund dies, the Treasurer shall pay to his or her designated
      beneficiary or beneficiaries, otherwise to his or her estate, the full amount of the base benefit payments plus the
      dividends, if any, added to his or her account. In the event that a minister dies prior to the eleventh year of
      membership, the designated beneficiary or beneficiaries, or otherwise the estate, shall receive the full amount
      of the base benefit payments plus the assessments contributed by the participating member. In no case would
      the beneficiary, beneficiaries or estate receive less at the time of the ministers death than the member’s
      assessments plus simple interest credited annually at the rate of The United Methodist Foundation, Inc., cumulative
      dividend yield for the most recent four quarters prior to the date of death.
X. Designation of Beneficiary - Each member shall provide the Conference Treasurer the name(s) of the beneficiary
      or beneficiaries to whom the death benefits described in Article IX are to be paid in the event of death. The
      designation shall be indicated on a form provided by the Conference Treasurer. A designation shall not be effective
      unless such form has been duly completed and filed with the Conference Treasurer. In the absence of a designated
      beneficiary, benefits shall be paid to the member’s estate.
XI. Irrevocable Election Regarding Distribution of Funds - Members actively serving must make, prior to attaining
      age 59 1/2, an irrevocable election to either terminate from the Ministers’ Transition Fund beginning with the
      Annual Conference following the attainment of age 60 or to defer termination from the Fund until retirement, as
      defined in the Book of Discipline, 2004, ¶¶359.1, 359.2a, 359.2b, 359.2c. Such irrevocable election is the
      responsibility of the member and must be made in writing to the Conference Treasurer by age 59 1/2. Forms can
      be obtained upon request from the Conference Treasurer. Should the member fail to make the irrevocable election,
      the member will not terminate from this Fund until retirement.
XII. Payment of Benefits
      A. In General - At retirement or early termination from the Fund, members who have accrued the same number
           of years of service credited under the Fund (during the same calendar years) will have exactly the same
           accrued benefit and will receive exactly the same benefit regardless of their total individual contributions.
           Notwithstanding any other provision of this Fund, all payments under this Fund must be made at least as


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           rapidly as required under section 401(a)(9) of the Code and any proposed or final regulations thereunder,
           including but not limited to the incidental death benefit requirements of Code section 401(a)(9)(G).
           In no case would the member receive less at retirement than the member’s assessments plus interest
           computed at the United Methodist Foundation, Inc. cumulative dividend yield for the four most recent quarters
           prior to the retirement date.
           1. Ministers With Less Than Ten (10) Years. For ministers retiring between January 1 through Annual
                Conference, and who retire or terminate from this Fund with less than ten (10) years credit in the Fund
                shall be paid in a single lump sum immediately following the session of the Annual Conference at which
                he or she retires or terminates. For ministers retiring between Annual Conference and December 31,
                payment shall be paid between January 1 and January 10 of the year following the year in which the
                minister terminates or retires. The benefit shall be the base benefit as prescribed in the table for retired
                members under Article VI plus minister contributions
           2. Ministers With Ten (10) or More Years. A minister who retires or terminates from this Fund with ten (10)
                or more years credit in the Fund must make an irrevocable election to receive benefit payments under
                one of the following options. This irrevocable election must be made no later than ninety days prior to the
                retirement month or month of termination due to early retirement or disability. For either option selected,
                total benefit payments shall be the base benefits as prescribed in the table plus the dividends credited.
                Interest will accrue on the principal balance beginning onthe later of the retirement date or July 1 of the
                retirement year and will continue until the account is paid in full. The interest rate will equal the United
                Methodist Foundation, Inc. cumulative dividend yield for the four most recent quarters. All payments
                excluding the payment of member assessments shall be subject to income tax.
                (a) Two payment option: The first payment shall be equal to the cumulative amount that the member
                      has paid in assessments. The second payment shall be the remainder of dividends and base benefit
                      payment earned during their membership and interest accrued.
                (b) Six payment option. The first payment shall be equal to the cumulative amount that the member has
                      paid in assessments. The remaining payments shall be five equal annual installments of the remaining
                      dividends and base benefit payment earned during their membership and interest accrued. The six
                      payment option shall not be available to a member following attainment of age 70.
           For ministers retiring between January 1 and Annual Conference, under either option, the first payment shall
      be paid within 15 working days following the adjournment of the Annual Conference following the ministers’
      retirement or termination from the Fund. The second and subsequent payments shall be paid annually between
      January 1 and January 10 of each year following the year in which the minister terminates or retires until the
      account is paid in full.
           For ministers retiring between Annual Conference and December 31, the first payment and second payment
      for either payment option shall be paid between January 1 and January 10 of the year following the year in which
      the minister terminates or retires. Unless the minister selects the six payment option, the account shall be
      disbursed in full in the first January after retirement. If the six payment option is selected, the four remaining
      installments shall be paid annually between January 1 and January 10 of each subsequent year until the account
      is paid in full.
      B. Direct Rollovers
           1. This Article XII.B applies to distributions made on or after January 1, 1993. Notwithstanding any provision
                of the Fund to the contrary that would otherwise limit a distributee’s election under this Article XII.B, a
                distributee may elect at the time and in the manner prescribed by the plan administrator, to have any
                portion of an eligible rollover distribution paid directly to an eligible retirement plan specified by the
                distributee in a direct rollover.
           2. Definitions:
                (a) Eligible rollover distribution: An eligible rollover distribution is any distribution of all or any portion
                      of the balance to the credit of the distributee, except that an eligible rollover distribution does not
                      include: any distribution that is one of a series of substantially equal periodic payments (not less
                      frequently than annually) made for the life (or life expectancy) of the distributee or the joint lives (or
                      joint life expectancies) of the distributee and the distributee’s designated beneficiary, or for a specified
                      period of ten years or more; any distribution to the extent such distribution is required under section
                      401(a)(9) of the Code as made applicable by section 403(b)(10) of the Code, any amount that is
                      distributed upon hardship, and the portion of any distribution that is not includible in gross income
                      (determined without regard to the exclusion for net unrealized appreciation with respect to employer
                      securities).
                (b) Eligible retirement plan: An eligible retirement plan is an individual retirement account described in
                      section 408(a) of the Code, an individual retirement annuity described in section 408(b) of the Code,
                      an annuity contract described in section 403(b) of the Code (including custodial accounts described
                      in section 403(b)(7) of the Code and retirement income accounts described in Section 403(b)(9) of
                      the Code), a qualified plan described in section 401(a) or 403(a) of the Code, or an eligible plan
                      under section 457(b) of the Code which is maintained by a state, political subdivision of a state, or
                      any agency or instrumentality of a state or political subdivision of a state which agrees to separately


102
                      account for amounts transferred to such 457(b) plan from this Fund, that accepts the distributee’s
                      eligible rollover distribution
                 (c) Distributee: A distributee includes an employee or former employee. In addition, the employee’s or
                      former employee’s surviving spouse and the employee’s or former employee’s spouse or former
                      spouse who is the alternate payee under a qualified domestic relations order, as defined in section
                      414(p) of the Code, are distributees with regard to the interest of the spouse or former spouse.
                 (d) Direct rollover: A direct rollover is a payment by the plan to the eligible retirement plan specified by
                      the distributee.
            3. Within a reasonable time before making an eligible rollover distribution from the Fund, the Conference
                 Treasurer shall provide or cause to be provided the written explanation to the distributee required by Code
                 section 402(f).
XIII. Disability Leave - A minister who is approved for and placed on Disability Leave granted by the Conference may
      elect to:
      A. Continue as an active member and pay two percent (2%) of the disability pay received from all sources.
            Should Disability Leave be granted between sessions of Annual Conference, 2% of the disability pay received
            from all sources computed to a 12 month amount shall be paid.
      B. Be treated the same as a transferring member.
      C. Receive benefits the same as a retiring member.
      D. Terminate from the Fund and receive all benefits within thirty (30) days following the granting of Disability
            Leave.
      The minister shall notify the Conference Treasurer in writing of his or her choice of option within ten (10) days
following the granting of Disability Leave. In no case would the member receive less than the member’s assessments
plus interest, determined as described in Article IX.
XIV. Leave of Absence - A minister who is approved for and placed on Leave of Absence by the Conference may elect to:
      A. Continue as an active member by paying 2% of the Conference Average Compensation while on leave.
      B. Be treated the same as a transferring member under Article XVI.
            Conference Average Compensation means the Conference Average Compensation as determined annually
            by the General Board of Pensions.
XV. Less Than Full Time Service - A Conference member who is approved for less than full time service by the
      Conference may elect to:
      A. Continue as an active member for no more than three years by paying 2% of the Conference Average
            Compensation (within the meaning of Article XIV) while serving less than full time.
      B. Withdraw from the Fund according to the provisions of Article XVII.
XVI. Membership Transferring - Any ministerial member who leaves the North Carolina Conference by transfer to
      another annual conference of The United Methodist Church cannot make any further payment to the Fund. He or
      she may leave his or her account (including dividends, if any) in the Fund until retirement. If this is done, the
      benefit under this Fund will be computed as of the date of transfer from the North Carolina Conference with
      interest determined in the manner described in Article IX, determined from the date of transfer to the date of
      retirement. If the account is left, and the minister returns to the North Carolina Conference, he or she may rein
      state his or her payments and dividend earnings, effective at the time of transfer back into this Conference.
XVII.Withdrawing From The Fund Prior to Retirement - If a member desires to withdraw from the Fund prior to
      retirement, upon a written request to the Conference Treasurer, he or she shall receive the amount he or she has
      paid into the Fund, plus interest determined in the manner described in Article IX each year he or she was
      participating in the Fund. Amounts in the members account in excess of the amount determined under the
      preceding sentence shall be forfeited and reallocated as dividends for the year of forfeiture pursuant to Article VII.
            Each member whose membership is terminated in the Fund in any way will provide the Conference Treasurer
      with a statement indicating that he or she has received the funds for which he or she is eligible, and that he or she
      is no longer a member of the Fund. Any minister leaving the North Carolina Conference to join another denomination
      other than The United Methodist Church will be required to withdraw from the Fund and payment will be made to
      the minister according to the formula set forth in the first paragraph of this Article XVII.
XVIII.Reinstatement - A member who has withdrawn from the Fund may not be reinstated, but is required to begin
      anew as though he or she were a new member. A minister shall not be permitted to rejoin the Fund more than two
      (2) times during his or her ministerial career.
XIX. Hearing Committee
      A. The Committee - A Hearing Committee consisting of the Board of Pensions Executive Committee, Conference
            Treasurer, Director of Ministerial Relations, Conference Controller, and the Conference Insurance Group
            Administrator shall have authority to act on behalf of the Board of Pensions between Annual Conference
            sessions concerning matters that relate to, but are not specifically covered by, this constitution of the Ministers’
            Transition Fund. The Plan Administrator for the Fund for other plan administrative matters and matters
            delegated by the Hearing Committee shall be the Conference Insurance Group Administrator. Determinations
            by the Hearing Committee, the Board of Pensions or the Plan Administrator shall be conclusive and binding
            on all persons and       shall be afforded the maximum deference permitted by law.
      B. Claims Procedure - If a claim is wholly or partially denied, the Hearing Committee shall furnish the member


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          or beneficiary with written notice of the denial within sixty (60) days of the date the original claim was filed.
          This notice of denial shall provide:
          1. The specific reason or reasons for denial;
          2. Provide specific reference to pertinent plan provisions on which denial is based;
          3. A description of any additional information needed to perfect the claim and an explanation of why such
               information is necessary; and
          4. An explanation of the plan’s claims procedure.
          The member or beneficiary shall have sixty (60) days from receipt of denial notice in which to make written
     application for review by the Hearing Committee. The Hearing Committee shall issue a decision on such review
     within sixty (60) days after receipt of an application for review as provided in the preceding sentence. Such
     decision on review shall be made in writing and shall include specific reasons for the decision written in a manner
     calculated to be understood by the claimant. All decisions and denials of claims by the Hearing Committee shall
     be afforded the maximum deference permitted by law.
XX. New Rules and Constitutional Provisions - The rules and guidelines of this constitution supersede all previous
     Conference legislation regulating this Fund. The Annual Conference, at any time or from time to time, may amend
     any or all of the provisions of this constitution without the consent of individual members of the Fund. No
     amendment shall have the effect of modifying any benefit election of any member in effect at the time of such
     amendment or modifying the benefit of any member who retired prior to the date of such amendment, unless the
     amendment expressly so provides. The Annual Conference established this Fund with the intent that it will be
     maintained for an indefinite period of time. However, the Annual Conference reserves the right to terminate the
     Fund, in whole or in part, at any time. No amendment, modification or termination of the Fund shall adversely
     affect the members benefits accrued for his or her retirement at the time of termination of the Fund.
XXI. Miscellaneous Provisions
     A. Prohibition Against Diversion - Subject to Code section 414(p), there shall be no diversion of any portion of
          the assets of the plan other than for the exclusive benefit of members and their beneficiaries.
     B. Delegation of Authority - The Board of Pensions, Conference Treasurer and the Hearing Committee may
          authorize any agent or agents to carry out their duties, and may employ such counsel, auditors, and other
          specialists and such clerical, actuarial and other services as it may require in carrying out the provisions of
          the Fund.
     C. Notification of Mailing Address - Each member and other person entitled to benefits hereunder shall from
          time to time file with the Conference, in writing, such persons post office address and change          of post office
          address. Any check representing any payment due hereunder, and any communication forwarded to a
          member of beneficiary at the last known address as indicated by the records of the Conference shall constitute
          adequate payment to such person and be binding on such person for all purposes of the plan. The Conference,
          Board of Pensions, Conference Treasurer and Hearing Committee shall not be under any obligation to search
          for or ascertain the whereabouts of any such person.
     D. Unclaimed Benefits - If any benefits payable to, or on behalf of, a member are not claimed within a reason
          able period of time from the date of entitlement, as determined by the Hearing Committee, and if the member
          cannot be located at his or her last provided mailing address, such member shall be presumed dead and the
          post-death benefits, if any, under this plan shall be paid to his or her beneficiary if he or she is then living and
          can be located. If the member’s beneficiary is not then living or cannot be located, or if no beneficiary was
          effectively named, the member’s account shall be forfeited and treated as dividends pursuant to Article VII.
     E. Facility of Payment - Whenever, in the Hearing Committees opinion, a person entitled to receive any payment
          of a benefit under the plan is under a legal disability or is incapacitated in any way so as to be unable to
          manage such person’s financial affairs, the Hearing Committee may, to the extend permitted by law, make
          payments directly to the person, to the person’s legal representative, or to a relative or friend of the person to
          be used exclusively for such person’s benefit, or apply any such payment for the benefit of the person in such
          manner as the Hearing Committee deems advisable. Any benefit payment (or installment thereof) made in
          accordance with the provisions of this shall completely discharge the obligation for making such payment
          under the plan.
     F. Commingling of Assets - The assets of the Fund may be commingled in a common fund made up of such
          accounts or in a common fund with other amounts exclusively devoted to church purposes, provided that the
          part of such fund which equitably belongs to the plan shall be separately accounted for and cannot be used
          for or diverted to purposes other than for the exclusive benefit of employees and their beneficiaries. The
          reasonable costs of administering an account may be charged against the account. Such costs may include
          the reasonable costs of administering a retirement income program of which the account is a part, including
          costs associated with informing employees and employers of the availability of the program.
     G. Governing Law - This plan shall be administered, and its validity, construction, and all rights hereunder shall
          be governed by the Book of Discipline of The United Methodist Church, and by the laws of the State of North
          Carolina to the extent not in conflict with such Book of Discipline. If any provisions of the plan shall be held
          invalid or unenforceable, the remaining provisions hereof shall continue to be fully effective.
     H. Limitations on Liability - The Conference, Conference Treasurer, Board of Pensions and members of the
          Hearing Committee shall not be liable to any person or entity for any of their acts carried out hereunder in
          good faith and based upon the information available at the time.
                                                                                              J. Donald Phillips, Chairperson
104
                              Fo
U n i t e d M e t h o d i s t Fo u n d a t i o n
YOUR UNITED METHODIST FOUNDATION - OUR CONNECTIONAL RELATIONSHIP
    The United Methodist Foundation, Inc. is an independent, non-profit corporation, related by faith to the North
Carolina Conference through the Board of Institutions. Strengthened by its faith connection and a rich tradition of
excellence in Stewardship Ministry, the Foundation is chartered to serve only the churches, institutions, agencies and
ministries of the North Carolina Annual Conference.
    Since 1955, the Mission of United Methodist Foundation, Inc. has been to:
         •   Provide professional investment management services for long-term funds belonging to local
             churches, institutions, agencies and special ministries of the North Carolina Conference.
         •   Educate, encourage and receive planned gifts from individuals in support of their local church, United
             Methodist institutions, and special ministries of the North Carolina Conference.
PROFESSIONAL INVESTMENT MANAGEMENT SERVICES
    Currently, the Foundation is assisting more than 300 churches, agencies, and institutions in the North Carolina
Conference. This investment partnership offers the benefits of greater diversification of investments along with the
possibility of minimizing costs and maximizing investment return.
    Through its relationship with a carefully-selected team of national and international professional money managers,
United Methodist Foundation, Inc. is able to offer high quality asset management for its long-term funds at a cost that
may be lower than available elsewhere. UMF currently partners with Smith Barney Consulting Group and has nine
portfolio managers handling our custom portfolio of investments. Total investment in the nine funds is allocated based
on percentages determined by our Board of Directors as the best to have reasonable returns while minimizing risk.
In the Foundation’s Balanced Fund investment option, assets are actively managed in a much larger pool of assets,
currently totally over $89 million. This fund has returned just over $78.5 million in total disbursements to Foundation
Investment Partners during the past 15 years while simultaneously growing the overall value of the Balanced Fund by
$52 million. Over the past 25 years, this fund has provided churches an average annual return of 9.64%, net of all fees.
At the same time, funds invested with United Methodist Foundation are uniquely managed according to The Social
Principles of the United Methodist Church. Thus, all money managers are instructed to screen out of their investment
portfolios any industries and companies that derive significant gross revenue from alcohol, tobacco, gambling,
pornography, or armaments. Investments are encouraged in companies that are dedicated to making a positive social,
moral, and economic impact on society.
UMF is dedicated to socially responsible investing (SRI) and will not knowingly invest in companies whose activities
are contrary to the Social Principles. Fund managers follow the Statement of Investment Guidelines of the Investment
Committee of the UM General Council on Finance and Administration and the guidance of the UM General Board of
Pensions and Health Benefits in determining social responsibility of the companies in which monies are invested.
PLANNED GIVING AND ENDOWMENT EDUCATION SERVICES
    The central mission of United Methodist Foundation, Inc. is its Endowment Program and gift planning consultation
service for member churches, Conference agencies, institutions, and special ministries, and for individual members of
the North Carolina Conference. This service provides stewardship consultation to help local churches as well as
Conference institutions and agencies establish permanent endowment programs.
    UMF also provides planned giving consultation for individual donors wishing to establish permanent or long-term
gift arrangements to benefit various ministries of the Church. The staff offers specialized “technical” assistance to help
donors accomplish their benevolent goals by creating gift plans most appropriate for their situation and works
cooperatively with donor’s legal, tax and financial advisors.
    Additionally, the Foundation serves as trustee for many individual Family Endowments and Donor Advised Funds,
and Life-Income Gift Plans producing charitable remainder benefits for ministries throughout the Church. As Trustee of




                                                                                                                       105
YOUR UNITED METHODIST FOUNDATION - OUR CONNECTIONAL RELATIONSHIP
The United Methodist Foundation, Inc. is an independent, non-profit corporation, related by faith to the North Carolina
Conference through the Board of Institutions. Strengthened by its faith connection and a rich tradition of excellence in
Stewardship Ministry, the Foundation is chartered to serve only the churches, institutions, agencies and ministries of
the North Carolina Annual Conference.

Since 1955, the Mission of United Methodist Foundation, Inc. has been to:
    •   Provide professional investment management services for long-term funds belonging to local churches,
        institutions, agencies and special ministries of the North Carolina Conference.
    •   Educate, encourage and receive planned gifts from individuals in support of their local church, United
        Methodist institutions, and special ministries of the North Carolina Conference.



PROFESSIONAL INVESTMENT MANAGEMENT SERVICES
All funds entrusted with the Foundation are invested according to the Social Principles of the United Methodist
Church as guided by the Statement of Investment Guidelines (Revised Edition 2004) of the Investment Committee of
the General Council on Finance and Administration of the United Methodist Church. The Consulting Group of Smith
Barney provides the Foundation with investment consultation and management services. Eight professional
investment fund managers, employed by the Foundation’s Board of Directors and reporting to the Investment
Consultant, successfully accomplish the day-to-day management of the Foundation’s investment portfolio.

Over the past 25 years, the Foundation, through its Investment Policy and well balanced and well diversified Balanced
Fund, has provided Investment Partner churches, agencies and institutions a 9% average annual return on investment
net of all fees. Since 1992, the Foundation has added $ 57 million in increased value to its Balanced Fund while
paying out $ 82.5 million to Investment Partners. The Foundation currently manages $103 million in 812 accounts
belonging to the North Carolina Annual Conference and just over 300 churches, agencies and institutions of the North
Carolina Annual Conference.

PLANNED GIVING AND ENDOWMENT EDUCATION SERVICES
While the Foundation’s Investment Management Service provides valuable support for Ministry throughout the Church,
the heart of the Foundation’s mission is its Planned Giving and Endowment Building Services. These “donor-focused /
Church-building” services provide specialized planning and “technical” assistance that help individuals and their legal,
tax and financial advisors to accomplish their charitable goals.

Additionally, the Foundation serves as trustee for many individual Family Endowments and Donor Advised Funds, and
life-income Gift Plans producing charitable remainder benefits for ministries throughout the Church. As Trustee of
these special funds, the Foundation is responsible to assure that all charitable remainder amounts and Endowment
Fund earnings support the ministries selected by the donor.

W. Daniel Pate, President ; I. Lynn James, Executive Director; Rev. James G. Mentzer, Director of Planned Giving
Virginia L. Schwenn, Controller; Kimberly M. Smith, Office Manager; Julie S. Brown, Administrative
Assistant


                                            BOARD OF DIRECTORS
Rev. Danny G. Allen , Washington, NC; Rev. Charles M. Cook, Henderson NC; Henry M. McGill, Raleigh NC;
Ferrell L. Blount, Bethel NC; Randolph R. Few, Durham NC; Ruth D. Woods, Pembroke NC;
Thomas E. Chandler, Burlington NC; F.D. Hornaday, III, Burlington NC; Lloyd Milton Whaley, Durham NC;
Larry D. Coats, Durham NC; Rev. Paul L. Leeland, Raleigh NC


                                             BOARD OF OFFICERS
W. Daniel Pate (President), Pinehurst NC; Clara S. Wade (Vice President), Raleigh NC; Christine C. Dodson
(Treasurer), Raleigh NC; Rev. Reggie Ponder(Secretary), Raleigh NC

                                              Visit WWW.UMF-NC.ORG




106
N O RT H C A R O L I N A C O N F E R E N C E T H E U N I T E D M E T H O D I S T C H U R C H
                                 Section III

2008        •    MISCELL ANEOUS REPOR TS
                 MISCELLANEOUS REPORT

                 ACADEMY FOR LEADERSHIP EXCELLENCE


                 DISCIPLE BIBLE OUTREACH


                 DREW THEOLOGICAL SCHOOL


                 DUKE DIVINITY


                 GAMMON


                 GOLDEN CROSS


                 METHODIST HOME FOR CHILDREN


                 SEJ


                 STATISTICIAN’S REPORT


                 ZOE




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AC A D E M Y FO R L E A D E R S H I P E XC E L L E N C E
      More than 520 clergy and lay leaders have participated in the programs of the Academy for Leadership Excellence
to date. What are you waiting for?
      The Academy is committed to equipping and transforming leaders who can in turn lead strong, vibrant, dynamic
churches. Don’t miss out on this fabulous opportunity to grow in your leadership development. Review our program
areas below or visit our website at nccumc.org/academy.htm for more information.
Several primary program areas support the mission of the Academy: “to develop, equip, and support clergy and lay
leaders for transforming ministry.”
          Discovering and Developing Leaders Involves the Assessment of Clergy Leader Skills and
          Competencies
          Not all leaders are created equal. We all have our individual strengths and weaknesses. The Academy
          Assessment Program strives to clearly and fully identify the unique skills and areas of opportunity of individual
          clergy leaders. Based on a prescribed leadership development model, the assessment process assists the
          Bishop and Cabinet in developing a pool of qualified clergy leaders for special missions and ministries, like
          new church planting.
          Practical Transformative Equipping Opportunities for Clergy, Staff, and Lay Leaders
          Small and large-group Academy events provide challenging, practical learning on the vital issues of
          congregations: the relational side of leadership, leading in change, vision-casting as a leader, empowering
          others through leadership, managing and coaching staff, hiring and interviewing staff, etc. It has been
          extremely effective when church staffs participate in a learning event together.
          Supporting Transforming Leaders through Coaching and Mentoring
          Since every leader is unique, the Academy provides coaches and mentors for qualified leaders. These
          coaches and mentors provide highly-specialized learning opportunities. focused on the practical needs of
          each leader. Coaching focuses on real-life issues such as managing your office staff, motivating and
          empowering your lay leaders, budgeting, managing conflict and change, maintaining your physical plant, or
          other practical aspects of transforming leadership.


                                              Dr. Irene Brownlee, Executive Director, Academy for Leadership Excellence




108
DISCIPLE              B I B L E O U T R E ACH
                              “Extending the ministry of the Church from Murphy to Manteo”
    DBOM’s Vision: “Making disciples in Pews and Prisons through Bible Studies to offer God’s grace to a
hurting world.”
    DBOM’s Mission: “Developing and strengthening Bible Study ministries to transform lives, make disciples,
and empower Christians for outreach ministry.”
    Chartered as a ministry of the North Carolina and Western North Carolina Conferences, DISCIPLE Bible Outreach
Ministries of NC, Inc., (DBOM) provides leadership for three powerful outreach ministries:
    1.   Local Church DISCIPLE Bible Study ministry. As the conferences’ DISCIPLE Bible Study liaison, DBOM
         provides DISCIPLE Bible Study promotion and training to local churches throughout the state. Now in its
         second year, DBOM’s district-sponsored training initiatives provide training in all four levels of DISCIPLE Bible
         Study and RINGS OF FELLOWSHIP youth curriculum at no cost to participants. This training initiative is the
         only one of its kind in the country and makes DISCIPLE Bible study accessible and affordable to every local
         church.
    2. DISCIPLE Prison Ministry. In the area of prison ministry, DBOM’s DISCIPLE ministry is a model of lay
         empowerment. DBOM recruits, trains and mobilizes volunteers from local churches as DISCIPLE Bible Study
         facilitators in prison. To date, more than 7,500 inmates have participated in this ministry and more than 400
         volunteers have been trained and certified as DBOM prison missionaries. The DISCIPLE Prison Ministry has
         grown to be one of the largest and most active prison ministries in NC. DBOM extends the ministry of the
         WNCC and NCC behind stone walls and razor wire. In addition, DBOM has provided its model of ministry to
         other annual conferences in Methodism throughout the country.
    3.   RINGS OF FELLOWSHIP Youth Outreach. Just as in the DISCIPLE Prison Ministry, DBOM sends volunteers
         forth for ministry in the state’s Youth Development Centers with the RINGS OF FELLOWSHIP outreach.
         RINGS is a youth Bible curriculum based on the model of DISCIPLE. Currently RINGS is the NC Department
         of Juvenile Justice’s faith-based program and is active in Youth Development Centers throughout the state.
         Recently updated and enhanced by a new DVD featuring Andy Lambert, RINGS is being used in local
         churches as an exciting new middle school Bible study curriculum.
    We wish to thank the pastors and laity of the North Carolina Conference for their generous support of our August
special offerings, and for their faithful participation as volunteers in prisons across NC. In 2008, this offering will be
received on August 24, 2008. Thanks for making this significant outreach possible!
    May God bless DBOM: Disciples making disciples for Jesus Christ!


                                                                                                         Mark Hicks, Director
                                                                                             Mike Smith, Board Chairperson


Elected NCC board members: William Green, Robert Flynn, Woodrow Wells, Bill Gattis, Gray Southern, Charles
Crutchfield, Charles Smith, Nancy Powell, Mike Bell
Advisory Committee: Alfred Wesley Gwinn,Jr., Resident Bishop




                                                                                                                             109
D R E W T H E O LO G I C A L S CH O O L

      Drew Theological School is grateful that the annual conferences continue to send us men and women for the
various programs of the school. We are proud of our United Methodist Scholarship that gives full tuition to any United
Methodist who has been a member of a UM church for at least two years, has a 3.5 from their undergraduate program
and meets our other requirements.
Enrollment
      Our 560 students come from over 20 countries and across the United States. They are half men and half women,
from 23 to 74 in age and in addition to the 70% who are from Methodist traditions, they represent many other
denominations. We offer the PhD, the DMin, STM, MDiv, MTS degrees and ongoing offerings for the larger
community. More and more students are coming to Drew in their 20’s with real commitments to justice and vital
ministries. Rev. Kevin Miller continues to serve as Director of Admissions and can be reached via email at
kmiller@drew.edu.
Shalom Initiative
      As of January 1, 2008 Drew Theological is the new partner for the United Methodist initiative called “Communities
of Shalom.” Often referred to as “shalom zones,” Communities of Shalom is a grass-roots, faith-based network of
shalom sites that engage congregations and communities in working together for community development, peace,
and wholeness. Starting this summer, students will have the opportunity to experience intensive in-context learning at
sites across the United States. We have recently worked with religious leadership in and around Newark to initiate a
new program to work toward lessening gang violence. We have also joined with the religious leadership in Baltimore
to creatively address the rising murder rate in that city. Dr. Michael Christensen, who has been Drew’s director of the
Doctor of Ministry program, is now serving as the director of this important community based initiative.
      Beyond developing ministry relationships with churches and community organizations through student internships
and training resources, “the Shalom Initiative” also lets Drew relate to the General Conference and Annual
Conferences of the United Methodist Church with our best foot forward - our social justice and prophetic witness work
in the world,” according to Dr. Christensen.
Clergy Health and Wholeness Center
      Associate Dean Virginia Samuel is working on the creation of an initiative to address the crises in the health of our
clergy. The proposed Center for Clergy Health and Wholeness will respond to the precipitous decline in the overall
mental, emotional, and especially physical health of active clergy members over the past 25 years. Through
programming for clergy, denominational officials and seminary students, ongoing research in the area of clergy health,
programs for laity
to increase their awareness of the issues, and the facilitation of partnerships between and among judicatories, health
professionals and health care systems, the Center will seek to educate and help clergy to adopt better self-care
practices.
      We distributed pedometers at a recent service to encourage our present students to become more aware of there
need to get up and move. Rev. Samuel is also working with several annual conferences and leadership in boards and
agencies to assist in a united effort to promote self care and healthy lifestyles for our clergy leadership.
Center for Christianities in Global Contexts
      The Henry Luce Foundation has given us a grant to establish the Center for Global Christianities, and Dr.
Elizabeth Tapia, originally from the Philippians, is serving as the director. This program seeks to understand what is
happening to Christianity globally as well as the various manifestations of the faith that have come to the United States
with new immigrant communities. It allows 3 PhD students to serve as Luce Fellows in relationship to their graduate
work in a theological discipline.




110
Seminary Hall Update
    Over the past several years, the major building of the theological schools has been under construction. Plans are
in place to finish the work on Seminary Hall this coming summer. The work of the addition and the outside work on the
original building (phase1) was completed in 2005, and the work on the two major floors was completed last summer.
Those projects included new carpet and media systems in Craig Chapel, as well as rewiring and preparation for new
heating and air-conditioning in the entire building. This summer we will add the entryway to the addition, complete the
work on the lower level, and remove radiators and install new heating and air systems in the entire building.
Theo Spirit Online
    The Theological School newsletter, Theo Spirit, is available at http://depts.drew.edu/tsdean/news/. It contains
information about lectures and events that you are welcome to participate in. We have worship Tuesday, Wednesday,
and Thursday at 11:20 a.m. and is also open to the wider community.
United Methodist Liaison Contact
    Rev. Jeff Markay, an elder in the Greater New Jersey Annual Conference, continues to serve as our liaison with
The United Methodist Church and its ordination process. He is available to all our United Methodist students from
various annual conferences to assist as they work through their relationship with the UMC.




                                                                                                                      111
DUKE DIVINIT Y SCHOOL

      Duke Divinity School prepares students to become effective, faithful leaders in the church, the academy and the
world through its attention to spiritual formation and transforming ministry as well as to leadership and academic rigor.
The school is committed to preparing ordained leaders in the United Methodist Church. It is also an integral part of
Duke University, and divinity students enjoy and contribute to the university’s intellectual, spiritual and social
resources.
Programs:
      The Divinity School began work on two major initiatives in 2007 that build on previous efforts to partner with the
church and other institutions to provide leadership in areas of great importance to congregations.
      The Duke Endowment awarded Duke Divinity School $12 million in the summer of 2007 to lead a wide-ranging
effort that aims to assess, track and improve the health of every United Methodist pastor in North Carolina. The Divinity
School is collaborating with the Western North Carolina Conference and the North Carolina Conference of the United
Methodist Church on the project.
      The initiative in clergy health, planned to last seven years, will include an initial health assessment of ministers
followed by a longitudinal study of their physical, spiritual and mental health. Information gathering will focus on such
issues as job satisfaction, spiritual practices, exercise, cultivating friendships and general well-being.
      Also in 2007, the Divinity School began planning for an initiative in Christian leadership that will help Christian
leaders combine theological insight with wise business practices to meet real-world challenges.
      Leadership Education at Duke Divinity will teach, coach and provide resources for leaders of key Christian
institutions that support and sustain congregations and pastors. Its reach will extend from bishops and executive
directors of denominations to senior leaders of seminaries and other organizations that serve congregations.
      Supported with a $14 million grant from Lilly Endowment Inc., the initiative will develop a variety of programs that
focus on leading and managing Christian institutions. The initiative also will convene Christian leaders at Duke and
across the country to address pivotal issues, and will develop a website where leaders of Christian institutions can
interact to share resources and ideas.
Students:
      We welcomed a superb and diverse group of new students to Duke Divinity School in the fall of 2007. Total
enrollment remained steady at about 575 students representing 34 states and seven foreign countries. More than half
of our Master of Divinity students are United Methodist, 14 percent are Baptist, and the others come from more than 30
different denominations in the Christian faith.
      The median age of the entering Master of Divinity class continues to be low – this year it was approximately 24.
The overall entering class has an ethnic minority enrollment of approximately 21 percent. The median undergraduate
G.P.A. of the entering class was 3.61.
      We also welcomed our second class of Doctor of Theology students. Eight outstanding students entered in this
class, out of more than 50 applications.
      Our field education program continues to provide important contextual learning for students. More than 180 of our
students experienced summer field education placements, including many in rural United Methodist congregations
(whose stipends were supported by The Duke Endowment), in our Teaching Congregations program, six in the Center
for Reconciliation’s Teaching Communities program, and 18 international placements in South Africa (5), Guatemala
and El Salvador (4), Brazil (2), Canada (2), Peru (2), Uganda (2), and Kenya (1).
Events and Activities:
      The Divinity School hosted “Charles Wesley at 300,” a three-day conference in June 2007, celebrating Wesley’s
life and work. The school also sponsored our annual Summer Wesley Institute for scholars from around the world to
gather for four weeks of study, research and conversation.




112
    In August 2007, the Divinity School was well represented at the Oxford Institute of Methodist Studies, where eight
faculty and one Th.D. student participated and several provided significant leadership.
    The Divinity School’s Center for Reconciliation convened a gathering of more than 40 Christian leaders in Africa in
November 2006 and again in January 2008 to develop strategies for focusing the church’s work in addressing issues
and conflicts such as genocide, civil war and AIDS.
    In February 2007, the Divinity School welcomed Archbishop Elias Chacour, a Palestinian-Israeli priest, educator,
peacemaker and leader, for several days of lectures and conversation. And the Right Reverend George Carey, former
Archbishop of Canterbury, spoke at the Divinity School the following month as a part of the efforts of the Anglican
Episcopal House of Studies.
    The Divinity School hosted the Fund for Theological Education’s summer conference for African-American
doctoral students in June 2007. In addition, we hosted the Hispanic Summer Program, which brought to our campus
Hispanic students and faculty for two weeks of coursework, worship and reflection.


Faculty:
    Stephen Gunter became Associate Dean for Methodist Studies and Research Professor of Evangelism and
Methodist Studies. Gunter taught at Candler School of Theology before serving as President of Young Harris College.
This new position enables the Divinity School to build on strengths in Wesleyan Studies and further develop service
and outreach to United Methodist constituencies.
    Edgardo Colon-Emeric joined the Divinity School as director of our new Hispanic Studies Program and Assistant
Research Professor of Theology and Hispanic Studies. We anticipate this program will enhance course offerings and
field education for M.Div. students, while also addressing Course of Studies education and other workshops for
practicing Hispanic pastors.
    Lauren Winner, who had been serving as a visiting faculty member, joined the Divinity School in a full-time tenure-
track capacity. A Ph.D. graduate of Columbia University, Winner is well-known for such books as “Girl Meets God” and
“Mudhouse Sabbath.” She also writes regularly and widely for such publications as Books and Culture, Christian
Century, Christianity Today, and The New York Times Book Review.
    Paul Griffiths, an internationally-known scholar in the field of Catholic studies, was appointed as Duke Divinity
School’s first William K. Warren Foundation Professor of Catholic Theology. Griffiths previously was the Schmitt Chair
of Catholic studies at the University of Illinois in Chicago.
    Notable books published by our faculty in 2006-07 included “Early Methodist Spirituality” by Paul Chilcote;
“Prophets, Sages, and Poets” by Jim Crenshaw; “Places of Redemption” by Mary McClintock Fulkerson; “Matthew”
and “The State of the University” by Stanley Hauerwas; “Saving Women” by Laceye Warner; and “Power and Passion”
by Sam Wells.


Honors & Achievements:
    Richard Lischer, Duke Divinity School’s James T. and Alice Mead Cleland professor of preaching, was presented
with a lifetime achievement award by the Academy of Homiletics.
    Richard Heitzenrater, William Kellon Quick professor of church history and Wesley studies, was honored for his
academic achievements in a special session of the American Society of Church History.


    We are thankful for the relationships among The United Methodist Church, this Annual Conference, and Duke
Divinity School, and we look forward to another year of working to prepare men and women for Christian ministry. To
learn more about Duke Divinity School, please visit our website at www.divinity.duke.edu.


                                                                                                  Dean L. Gregory Jones



                                                                                                                        113
GAMMON
      Gammon Theological Seminary is one of thirteen accredited theological institutions of The United Methodist
Church. Gammon is the only historically African- American theological school related to The United Methodist Church.
      Gammon will celebrate its 125th year of founding this year during its annual Founders’ Day and Thirkield-Jones
Lecture Series, October 6-9, 2008. “Remembering Who We Are: Seeking New Pathways” is the theme for our 125th
celebration. Bishop Violet Fisher will serve as the Founders’ Day Worship Service Speaker and Bishop Gregory
Palmer will serve as the guest lecturer for the Thirkield-Jones Lecture Series. A Founders’ Day Banquet and Gala will
be held during this event to honor the alumni who have matriculated at Gammon and served The United Methodist
Church for the last 125 years.
      The Methodist Episcopal Church founded Gammon Theological Seminary in 1883. Bishop Gilbert Haven and the
officers of the Freedmen’s Aid Society had purchased nearly 500 acres of high land in the southern suburbs of Atlanta,
GA. Gammon initially began as a Department of Theology at Clark University through the efforts of Bishop Henry
White Warren and the gift of $20,000 for endowment from the Rev. Elijah H. Gammon, superannuated Methodist
minister of the Rock River (Illinois) Conference. The enthusiasm of these two men led to the construction of Gammon
Hall. The Rev. Wilbur Patterson Thirkield was elected dean, and Gammon School of Theology was officially opened on
October 3, 1883.
      In April 1887, the official connection between Gammon and Clark were dissolved. The seminary was granted a
charter on March 24, 1888, and the name was officially changed December 28 of that year to Gammon Theological
School. The Rev. Thirkield served as the first president.
      Gammon is the United Methodist member of the consortium of theological schools, known across the world as
The Interdenominational Theological Center located in Atlanta, GA. We offer a broad curriculum in the scholar-minister
tradition and also offer a holistic educational experience that continues to stress scholarship and service.
      Students prepare for administration and leadership, counseling, teaching and preaching and a range of other
spiritual and secular roles, with a blend of scholarship in the classroom and practical experience in the community.
      The interdisciplinary curriculum integrates theological studies with preparation for the ministry, merging theory
with practice to equip the student for scholarship in the academy, service in the parish, and leadership in the
community
      Degree programs offered are Master of Divinity; Master of Arts in Christian Education; Master of Arts in Church
Music; Doctor of Ministry; Doctor of Ministry with a Specialty in Pastoral Counseling; and Doctor of Theology in
Pastoral Counseling; Dual degrees in Christian Education and Master of Divinity; Church Music and Master of Divinity
and Christian Education and Church Music.
      Our range of innovative special programs provides research and learning opportunities for students and faculty,
while serving society as a whole. Some of the programs are: (1) The Institute of Church Administration and
Management (ICAM) which supplements theological education with leadership training and administrative skills
development, addressing topics such entrepreneurial concepts, time management, organizational development, and
policy formulation; (2) Black Women in Church and Society Program, which establishes networks among African-
American church women locally and nationwide through an institute, a research and resource center and seminars;
(3) The Religious Heritage of the
African World initiative which conducts research and advocacy activities, gathers data, and examines issues related to
the religious heritage of people of African descent around the globe; (4) Faith and the City, a module of a collaborative
relationship among local seminaries that addresses civic and community interest by engaging the public theologians,
local church leadership and their congregations in active pursuit of a spirit of mutual community and shared
responsibility with its specific emphases on environmental justice and wholistic health; (5) The Womanist Scholars
Program, which enables womanist scholars to pursue a research project of their own design. Scholars are engaged in
teaching, lectureships, and consultation on issues affecting Black women and religion and Black women and



114
spirituality. This program invites two Black female scholars annually to be in residence, teach a course in the
scholar’s research area and develop publishable contributions to womanist works; (6) The Youth Hope Builders
Academy which seeks to provide high school youth an opportunity to explore their present and future lives theologically
and discover ways in which their lives can contribute to a hope bearing church and society. During the program, an
intensive four-week summer residential academy is held. A second component of the Academy is year-round forums,
including the Annual Youth and Family Convocation, for young
people and their families, and church and community leaders to focus on current issues of youth and resources for
problem solving; (7) The Urban Theological Institute, an exciting initiative designed to address the need to develop
effective religious and public leaders for urban transformation. The vision is to become a major partner with local
churches with neighborhood and faith-based organizations in the war against urban blight; (8) The Student, Local
Church and Agency Internship Program, an opportunity for partnerships with organizations, local churches, social
action and advocacy agencies, which helps prepare students and fosters a vision of excellence in ministry in general,
and pastoral ministry in particular. This program seeks to accomplish its nurturing and mentoring goals through the
development and utilization of strategic partners; (9) The Conference on Ministry, which is held during the Spring of
each year is an opportunity for persons who feel they have been called to ministry to come and visit our campus and
explore their call to ministry as they visit classrooms, engage students who are currently matriculating at the seminary
and dialogue with the Financial Aid/Scholarship officers as well as the President of the seminary. This three-day
program stimulates and helps prospective students clarify their call to ministry and consider the seminary which will
best help them achieve their goals for preparing for ministry; (10) The Thirkield-Jones Lecture Series were established
by alumni, family and friends for Bishop Wilbur P. Thirkield and Bishop Robert E. Jones. The Thirkield-Jones Lecture
Series are held annually during Gammon’s Founders Day celebration in October.
         Gammon has been known as “The School of the Prophets” and has trained many bishops, district
superintendents, Annual Conference staff executives, General Agency administrators, college presidents, preachers,
teachers, Christian educators, pastoral counselors, military, hospital, and Children’s Home Chaplains, Wesley
Foundation directors, campus ministers, ministers of music, church administrators, religious journalists and authors,
Biblical scholars, and social activists in the last 125 years. Our graduates hold the promise of hundreds of local church
ministries around the world in Africa, Asia, and India and our gifts and graces will continue to honor our historic
mission and embrace its promising future. To learn more about Gammon, please visit our website at
www.gammonseminary.org.
                                                                   Madelyn C. Greene, Alumni & Student Affairs Director




                                                                                                                       115
GOLDEN CROSS
      “Golden Cross” is a ministry that reaches out in love to the laity in our Annual Conference who are experiencing
financial difficulty due to excessive medical expenses. Through Golden Cross, United Methodists care for members of
our local churches in time of emotional stress and financial need.
During 2007, we assisted twenty families from 5 of the 12 districts. Each one represented someone active in his or
her local church. People just like each of us, who in a moment of struggle found means of grace and love coming from
“their” church.
      Please remember that sometimes the needs that cross my desk challenge the funds we have available. For
instance, in 2007 the budget for Golden Cross was $14,600.00 and we spent $33,192.73. We were able to spend that
because of the wonderful love offering many of our churches sent in this past year. The love offering for Golden Cross
this year was $20,083.38! St. James UMC in the Greenville District sent in $10,000.00 of that amount! The other good
news is that beginning in 2006, Golden Cross became a recognized Conference Advance Special. The dream now is
to help even more families but that means additional money, Golden Cross continues to need your help. Due to our
Annual Conference tightening its financial belt, our budget is now the lowest is has ever been. So, please take a
special offering for Golden Cross on the First Sunday of August and designate that offering on your conference
remittance form.
      Finally, to those who sent in a love offering to Golden Cross this past year, I want to publicly say thank you! Your
gifts enabled us to help families that Golden Cross would have otherwise had to turn down.
Now if I can just get all 835 of our churches to also take a love offering for Golden Cross on that First Sunday in
August, we will be able to truly meet the needs of some very special lay people in our United Methodist Churches in
the North Carolina Annual Conference. Thank you and God bless you.


                                                                                               Richard C. Vaugan, Director




116
M E T H O D I S T H O M E FO R C H I L D R E N
    In Service to God, our mission is to build upon the social, physical, emotional, and spiritual strengths of
children, youth, and families and to affirm their worth.


        Imagine serving a 4-year-old child who has had unspeakable physical damage done to her.
        Imagine serving a former drug abuser who wants nothing more than to have returned to him and be a father to
        his two teenaged sons.
        Imagine helping a former juvenile delinquent leave his past behind, apply to and succeed in college.
    This is what we do at Methodist Home for Children. We do incredible work, hard work…but often rewarding
work—that no one else does. And with your support, you participate in this mission to serve young people and their
families. This is your Methodist Home for Children.
    MHC has cared for children and families for more than 100 years; and in fiscal year 2006-2007, we were active
throughout the Conference’s geographical boundaries. We worked to strengthen families through community-and
home-based counseling and other supportive services. We cared for children and teens in our 10 group homes and
through our foster and adoption programs. We served young children and families through our five-star early childhood
program and by training early childhood professionals and parents. In all, we worked with close to 1300 children,
youth and families last year.
There is indeed much to celebrate at MHC, including that
    •   Last year we were a part of 12 adoptions and we placed 171 children with foster families;
    •   Last year we served 183 young children and their families at our five-star childcare center, the Jordan Child &
        Family Enrichment Center. We lift up our inclusive classrooms at the Jordan Center, and we celebrate our
        ability to provide financial assistance to 40% of our families, enabling them to place their children in the care
        of MHC;
    •   Last year we provided 21 youth with financial scholarship assistance to 17 institutions of higher education;
    •   For the second year in a row we saw increases in both individual and church giving, demonstrating that our
        donors maintain their faith in our good work;
    •   Last year we continued to be fine stewards of our invested funds, utilizing only 5% of them in support of our
        mission;
    •   We continue to practice, promote and teach others our model of care that is based on our core values of
        compassion, honesty, empowerment, responsibility, respect, and spirituality.
    I thank you for the support that so many individuals, churches and church organizations have given Methodist
Home for Children over the last year. We continue to provide the highest quality of services and remain committed to
being good stewards of your generosity.


                                                                                                         Bruce E. Stanley




                                                                                                                      117
SOUTHEASTERN JURISDICTION
      Greetings on behalf of the Southeastern Jurisdiction Connectional Table and our President, Bishop Lawrence
McCleskey. I am pleased to report to the North Carolina Annual Conference on some of the actions and
accomplishments at Lake Junaluska and in the jurisdiction.
      We were excited to consecrate the Bethea Welcome Center at Lake Junaluska on July 9, 2007. There were
United Methodist leaders from several general agencies, colleges and universities present for this historic event. We
are happy to report that the building is in use and offers Christian hospitality to Lake Junaluska guests and visitors to
Western North Carolina. We thank the North Carolina Conference for your financial commitment to make this symbol
of reconciliation a reality.
      Lake Junaluska grounds and facilities are a priority. We have completed the new Lake Junaluska golf course
clubhouse. This was supported by a number of individuals who use this part of Lake Junaluska’s ministry of
recreation.
      As we prepare and plan for Lake Junaluska becoming a premier conference center for The United Methodist
Church, we have a representative group from around the jurisdiction serving on the Lake Junaluska Campus and
Stuart Center Design Group to recommend a master plan for the campus. We have Cornell University studying our
operations and services to better serve The Church.
      Along with looking at our facilities, we have reorganized our ministry area into the Ministry Event Development
Office. Rev. Roger Dowdy is giving superb leadership in evaluating our ministries, establishing procedures, and
developing partnerships to meet the needs of The United Methodist Church. An agreement has been made to
establish Alban Institute at Lake Junaluska. We began to experience this partnership April 13-16, with Healthy
Congregations seminar led by Alban Institute. The centerpiece of the partnership will be an Alban Institute seminar
July 6-10, at the newly envisioned Ministry Summit (formerly the SEJ Minister’s Conference). There is a new
relationship between Ministry and Marketing at Lake Junaluska. Ken Howle and Roger Dowdy are leading us in
considering new possibilities for the future, built on research of needs of The Church coupled with good business
practices.
      The Ministries with Young People continues to serve the largest numbers of United Methodists at Lake Junaluska.
The summer youth events and winter ski retreats are being well attended this year.
      An outstanding multi-cultural event, Embracing God’s Diversity, was held in December. The leadership of the
jurisdiction made this one of the most exciting and diverse groups that has ever met at Lake Junaluska.
      Below are snapshots of the work of the seven southeastern jurisdiction agencies:
                                                   GULFSIDE ASSEMBLY
      Mollie Stewart reports the Board feels good about the SEJ and thanks them. A draft of what the new campus
might look like has been drawn. Two years after Katrina, during the week of August 13, we sensed a clear direction of
hope and a future bright with promise. They began the relationship building in the community, began talking to
officials in Waveland and the state and began building partnerships. They are considering senior housing on the gulf
and won’t be selling any more land but will utilize what they have. When the tax revenues go through, they will
redeem 25 acres of previously owned land. They are not duplicating ministry but enhancing what they have. They
have a house that is being used as an office and a place to stay when in the area. When the campus is completed,
that house will be used for the director’s home.
                                            INTENTIONAL GROWTH CENTER
      Larry Ousley reports that the Intentional Growth Center has been in business for 30 years and their area shows
signs of health. They planned fifty seven (57) events this year. They drew on reserve funds each of the last three (3)
years but this year have not and think they will break even at the end of the year. They trained over four hundred (400)
interim ministers in this denomination. They are getting a good response from district superintendents all over the
country with 1/3 from outside the jurisdiction. They helped with “heads in beds” in the Conference Center with


118
$175,000 of business. IGC is grateful for the Morgan Charitable Trust that will help as they move into the future. They
are planning a major keynoting event in 2008 and look forward to working with the Lay Leaders.
                                   SOUTHEASTERN JURISDICTIONAL AGENCY FOR
                                      NATIVE AMERICAN MINISTRIES (SEJANAM)
    Darlene Jacobs reports that SEJANAM became an agency in 1993 to strengthen Native American ministries. It
provided advocacy, technical assistance in writing grants with $250,000 representing almost one hundred (100) tribes
and twenty three (23) churches and ministries, over six thousand (6,000) who are United Methodists. They work with
churches in rural and urban areas and one of the largest Native American churches with one thousand (1,000)
members. They have a platform for holy conferencing and going beyond the boards of the SEJ. They allow for
modeling and growth. Programs have increased from 25 to 50% and one of the largest Native American events in The
United Methodist Church is at Lake Junaluska. Through mission trips we have erected homes and are establishing
health clinics, water systems, and have two hundred fifty thousand (250,000) team members for that mission project
alone. They are in ministry in Mississippi with Choctaw and in Louisiana where Katrina struck. They have received
$100,000 for the Cummins endowment for the support of SEJANAM’s program. They are raising money to name the
Cummins and Queen room in the Bethea Welcome Center. Their agency is unique as it is the only one of its kind
throughout all the jurisdictions. It gives presence, a voice and visibility in the jurisdiction. They deal with violence,
health and other issues in the course of their work and appreciate the support of the SEJ.
                                    SOUTHEASTERN UNITED METHODIST CHURCH
                                     AGENCY FOR REHABILITATION, INC. (SEMAR)
    Chryl Eure reports that SEMAR is the oldest agency – thirty eight (38) years old. The most defining moment in
2007 was the creation of the Laurels of Junaluska, affordable housing for the elderly. October 12 was the grand
opening and the residents moved in November 15 to a safe and comfortable place. We appreciate the Western North
Carolina Conference and Givens Estates making this a reality. SEMAR provides technical systems to annual
conferences for persons with developmental disabilities. They have entered into a contract with Mike Dyson to run
SEMAR. He will lead the Board in strategic planning and determine how SEMAR can continue to be effective for The
United Methodist Church. They are seeking additional board members, interested people with a passion and desire to
be involved with persons with development disabilities.
                                                   UNITED METHODIST
                                           VOLUNTEERS IN MISSION (UMVIM)
     Nick Elliott thanks all annual conferences for their support over the last thirty one (31) years. They began in the
SEJ and are now national. In 2005, twenty six thousand (26,000) people went out in service and in 2006 it was thirty
one thousand (31,000). Half of them responded to the hurricane disasters on the gulf coast. 80% of the Katrina relief
people are faith based and United Methodist.


                                              HINTON RURAL LIFE CENTER
    Clay Smith reports that the United Methodist Church has more local churches than there are US post offices.
Rural communities are growing for the first time in one hundred (100) years. Hinton does consulting, provides training
and builds effective ministries. Mollie Stewart and Clay spent four (4) days in the Virginia conference, three (3) days
in the Florida conference and will spend every weekend to Easter next year working with small group congregations.
They have a wonderful First Parrish Project for young clergy in small churches. Thirty five (35) came to Hinton for six
(6) weeks during the last two years – ten (10) of whom are United Methodist. They work with affordable housing and
substance abuse intervention. They have a conference & retreat center which brings in one thousand two hundred
(1,200) people a year. At General Conference in April someone took trees from Gulfside Assembly, and is making
furniture for general conference. The whole church is committed to Katrina relief and Gulfside Assembly.




                                                                                                                            119
                                                  ARCHIVES & HISTORY
      Nell Thrift reports that Art Swarthout is the interim director of Archives & History and The Heritage Center. The
main focus of The Commission is the Heritage Center, which acquires, organizes, preserves and makes available
records of the Southeastern Jurisdiction. The Center provides training for confirmation classes from throughout the
jurisdiction, with approximately one thousand three hundred (1,300) young people using the Center in 2007. The
Museum is also part of the tour for youth groups meeting at the Lake. In addition, drop-in visitors, researchers, and
mail, telephone and e-mail requests for information make the Heritage Center a vital and lively place. The Center has
received several notable acquisitions this year. Anne Blanchard, widow of the Reverend Richard Blanchard, author of
the hymn “Fill My Cup”, continues to share manuscripts of his music as well as hymnals and other copies of his many
songs. The family and friends of Bishop Ed Tullis have recently donated artifacts of his life and ministry, including
photographs and diplomas.       When you are at Lake Junaluska visit the Heritage Center in the lower level of the Harrell
Center.
      We were thrilled to host the United Methodist Council of Bishops and the Extended Cabinet in November. In July
it will be our honor to welcome the 2008 Southeastern Jurisdictional Conference to Lake Junaluska. The SEJ
Connectional Table appreciates the support we receive from annual conferences.


                                                                                         Jimmy L. Carr, Executive Director




120
                                                                     S TATIS TICIANS REPORT
                                                                     ST TISTICIANS REPORT
                                                                        TABLE I - 2007
                                                                        TABLE     2007

CHURCH MEMBERSHIP                                                                        2006            2007            Change +/-
1 Total Professing members at beginning of year                                          236,543         236,564
2 Received this year on Profession of Faith or Restored                                  3,801           4,039           238
3 Received from other United Methodist Churches                                          2,553           2,417           -136
4 Received from other denominations                                                      2,062           2,045           -17
5A Total removed by Charge Conference action                                             2,102           1,735           -367
5B Removed by withdrawal                                                                 559             534             -25
5 Total removed by Charge Conference action or withdrawn                                 2,661           2,269           -392
6 Removed by transfer to other United Methodist Churches                                 1,698           1,702           4
7 Removed by transfer to other denominations                                             1,126           1,115           -11
8 Removed by Death                                                                       2,910           2,820           -90
9A Asian                                                                                 519             567             48
9B African American/Black                                                                5,989           6,079           90
9C Hispanic                                                                              438             493             55
9D Native American                                                                       2,537           2,504           -33
9E Pacific Islander                                                                      95              93              -2
9F White                                                                                 224,492         226,850         2,358
9G Multi-Racial                                                                          2,530           573             -1,957
9 Total Professing members at close of year                                              236,564         237,159         595
     Females 132,717       Males    104,442
10 Average attendance at the principal weekly worship service(s)                         86,095          84,391          -1,704
11 Number of persons baptized this year (all ages)                                       3,018           2,885           -133
12 Total Baptized members who have not become Professing members                         23,478          22,155          -1,323
13 Number of persons on Constituency Roll                                                21,227          21,870          643
14 Total enrolled in confirmation classes this year                                      2,081           1,905           -176
SUNDAY SCHOOL
15a Number of leaders                                                                    11,189          10,822          -367
15b Number of leaders in all other groups                                                4,859           5,640           781
16a Children (0-6th grade) in all classes and groups                                     20,071          19,304          -767
16b Children (0-6th grade) in all other groups                                           9,242           10,616          1,374
17a Youth (7th-12th) in all classes and groups                                           10,845          9,908           -937
17b Youth (7th-12th) in all other groups                                                 7,110           8,173           1,063
18a Adults (post high school) in all classes and groups                                  41,831          39,580          -2,251
18b Adults (post high school) in all classes and groups                                  18,614          21,157          2,543
19a Total Christian formation participants in church school groups                       83,936          79,614          -4,322
19b Total Christian formation participants in other groups                               39,825          45,586          5,761
20 Average attendance in the Sunday School                                               40,197          39,169          -1,028
21 Average Attendance in Accountability Groups                                           17,557          19,335          1,778
22 Average Attendance in Mission and Ministry Groups (no longer used)
23 Average Attendance in Support Groups - Children                                       896             893             -3
23 Average Attendance in Support Groups - Youth                                          1,105           1,207           102
23 Average Attendance in Support Groups - Adults                                         3,058           3,043           -15
24 Average attendance in short-term classes/groups for learning                          22,199          21,428          -771
25 Sunday School members joining the church on profession of faith                       2,489           2,426           -63
UNITED METHODIST MEN
26 Membership in chartered United Methodist Men                                          9,733           9,604           -129
27 Amount paid for projects                                                              1,007,421       1,043,301       35,880
UNITED METHODIST WOMEN
28 Membership in United Methodist Women                                                  21,300          20,543          -757
29 Amount paid for local church and community work                                       1,102,680       1,156,985       54,305
UNITED METHODIST YOUTH FELLOWSHIP
30 Membership in United Methodist Youth Fellowship                                       11,779          11,157          -622
31 Amount paid for projects                                                              925,111         964,784         39,673
PROPERTY AND OTHER ASSETS
32 Value of church land, buildings and equipment                                         1,012,897,176   1,090,716,801   77,819,625
33 Value of church-owned parsonages and furniture                                        88,340,986      92,380,872      4,039,886
34 Value of other assets                                                                 97,582,710      141,387,155     43,804,445
35 Indebtedness on items 30, 31, 32 at end of year                                       91,010,104      94,756,004      3,745,900
36 Other indebtedness                                                                    2,351,283       1,674,596       -676,687
37a. Number of UMVIM teams sent from this local church                                   286             226             -60
37b. Number of church members participating in any UMVIM team                            3,025           2,352           -673
38a. Number of weekday ministry programs                                                 1,487           1,617           130
38b. Total persons served in weekday ministry programs                                   74,972          84,778          9,806




                                                                                                                                      121
                                                                         TABLE I I - 2007
                                                                         TABLE       2007


BENEVOLENCES                                                                            2006          2007          Change +/-
35 World Service and Conference Benevolences                                            3,987,807     4,211,861     224,054
36 Ministerial Education Fund                                                           658,978       644,494       -14,484
37 Black College Fund                                                                   254,469       248,126       -6,343
38 Africa University Fund                                                               57,742        55,585        -2,157
40 Total General Advance                                                                539,522       529,828       -9,694
41 Youth Service Fund                                                                   2,134         5,174         3,040
42A Human Relations                                                                     16,361        15,220        -1,141
42B One Great Hour of Sharing                                                           91,586        74,351        -17,235
42C Peace with Justice                                                                  13,020        11,714        -1,306
42D Native American Awareness Sunday                                                    22,152        19,985        -2,167
42E World Communion                                                                     22,046        22,906        860
42F United Methodist Student Day                                                        10,153        11,055        902
42 Total General Church Offerings                                                       175,318       155,230       -20,088
44 Conference Advance Specials                                                          769,362       849,989       80,627
45 $10 Club                                                                             138,029       125,755       -12,274
46 Higher Education                                                                     861,197       863,709       2,512
48 Health and Welfare agencies                                                          612,312       607,958       -4,354
50 Local Church Benevolence not Remitted to Conference                                  704,380       524,851       -179,529
51 Other benevolences paid directly by local church                                     8,724,593     9,010,064     285,471
                                                                                        17,485,843    17,832,624    346,781
CONNECTIONAL ADMINISTRATION FUNDS
52 Interdenominational Cooperation Fund                                                 49,831        48,385        -1,446
53 General Administration Fund                                                          159,795       162,219       2,424
54 Jurisdictional Administration Fund                                                   145,654       146,144       490
55 Area and conference administration funds                                             1,711,080     1,806,336     95,256
56 District Work Fund                                                                   1,142,887     1,230,327     87,440
                                                                                        3,209,247     3,393,411     184,164
CONNECTIONAL CLERGY SUPPORT
58 Pension and benefit funds remitted to GB of Pension                                  4,746,783     4,876,415     129,632
60 District Superintendents’ Fund                                                       1,825,624     1,892,561     66,937
61 Episcopal Fund                                                                       471,718       479,841       8,123
62 Equitable Salary Fund                                                                780,592       758,486       -22,106
63 Apportioned ministerial support                                                      6,536,332     6,782,867     246,535
                                                                                        14,361,049    14,790,170    429,121
CLERGY SUPPORT LOCAL CHURCH
64 Pastor’s base compensation                                                           22,914,409    23,985,479    1,071,070
65 Associate’s base compensation                                                        2,279,181     2,561,633     282,452
66A Pastor’s utilities and other housing-related allowances                             2,230,121     2,345,730     115,609
66B Associate’s utilities and other housing-related allowances                          276,982       325,481       48,499
66 Total Utilities/Housing                                                              2,507,103     2,671,211     164,108
67A Pastor’s travel                                                                     2,163,086     2,217,994     54,908
67B Associate’s travel                                                                  173,525       298,408       124,883
67 Total travel paid                                                                    2,336,611     2,516,402     179,791
68A Other cash allowances paid to/for pastor                                            286,687       277,731       -8,956
68B Other cash allowances paid to/for associate                                         52,225        77,093        24,868
68C Pastor’s Medical Insurance paid by the church                                       6,226,253     6,763,906     537,653
68 Total other cash allowances                                                          6,565,165     7,118,730     553,565
                                                                                        36,602,469    38,853,455    2,250,986
LOCAL CHURCH EXPENDITURES
69 Diaconal Minister(s) total compensation                                              551,973       325,518       -226,455
70 Other staff compensation                                                             22,823,085    25,130,192    2,307,107
71 Current expenses for program (including church school)                               7,976,350     8,048,900     72,550
72a Property Insurance paid by church                                                   3,649,604     3,910,813     261,209
72b Other current operating expenses (not including program expenses)                   18,785,936    19,983,413    1,197,477
73 Principal and interest paid on indebtedness, loans, mortgages, etc.                  15,421,843    18,948,306    3,526,463
74 Paid on buildings and improvements (not include. funds borrowed)                     22,429,301    21,013,751    -1,415,550
                                                                                        91,638,092    97,360,893    5,722,801
United Methodist Women
75 UMW cash sent to District or Conference UMW Treasurer                                597,181       578,098       -19,083
76 Grand Total Paid                                                                     163,893,881   172,808,651   8,914,770




122
                                                 TABLE I I I - 2007
                                                               2007




                                                                      2006          2007          Change +/-

1 Number of Pledges and Identified Givers                             125,632       80,449        -45,183

1a Received thru Pledges                                              62,394,522    62,220,747    -173,775

1b Received from non-Non-Pledging yet identified givers               65,132,308    68,954,799    3,822,491

1c Received from Unidentified Givers                                  5,613,715     5,579,828     -33,887

Total 1a, 1b, 1c                                                      133,140,545   136,755,374   3,614,829

1d Received from Interest & Dividends                                 1,086,952     1,346,153     259,201

1e Received from sale of Church Assets                                290,668       320,714       30,046

1f Received from building use fees, contributions and rentals         1,057,330     1,278,674     221,344

1g Received thru fundraisers                                          2,691,023     2,927,003     235,980

1 Totals                                                              138,266,518   142,627,918   4,361,400

2a Capital Campaign                                                   17,269,459    19,772,566    2,503,107

2b Memorial/Endowment/Bequests                                        6,515,901     8,755,915     2,240,014

2c Other Sources & Projects                                           1,926,946     2,746,720     819,774

2 Totals                                                              25,712,306    31,275,201    5,562,895

3a Equitable Compensation Fund                                        99,967        103,342       3,375

3b Advanced Specials & Apportioned Fund                               127,153       28,067        -99,086

3c Other                                                              1,139,051     1,547,786     408,735

3 Totals                                                              1,366,171     1,679,195     313,024




                                                                                                               123
ZOE
      ZOE Ministry continues to experience the blessings of God as we minister the love of Jesus to orphans suffering in
Africa. Originally launched in Zimbabwe, ZOE now has major projects in Zimbabwe, Zambia, Kenya, and Rwanda.
      Since the last Annual Conference, we have seen the number of children being fed regularly rise to approximately
25,000. A forty-foot container filled with medical supplies has restocked two depleted United Methodist hospitals. School
supplies collected by United Methodists in North Carolina have been distributed. Mission teams have provided medical
care and food security projects.
      Partnerships with the UNC Kenan-Flagler MBA program and the Duke Global Health Institute have been established.
A partnership with the Pacific Institute for Research and Evaluation has provided funds from the National Institute of
Health for the care of orphans and vulnerable children in Zimbabwe.
      One of the most significant events for ZOE this past year was the hiring of Epiphanie Mujawimana of Rwanda to lead
ZOE’s “Giving Hope” empowerment project. Epiphanie, a survivor of the 1994 genocide, developed this methodology to
break the cycle of dependency in the lives of suffering orphans. This new phase of our work focuses on equipping
orphans with essential life-skills. This project is designed to have these families of orphans financially independent within
2 –3 years. They will be able to pass along the skills learned for years to come. Through “Giving Hope,” ZOE is offering
hope and a future not only to this generation, but also to the generations who will follow them.
      Along with training in generating income, the “Giving Hope” project emphasizes training in areas such as Christian
discipleship, HIV/AIDS awareness, health and hygiene, animal husbandry, and cultivation of crops. In addition, some of
the orphans will opt for vocational training in their field of interest.
      Nearly 4,000 orphans are being ministered to through “Giving Hope” in Rwanda and Kenya. Our desire is to begin
empowering orphans with this methodology in Zambia and Zimbabwe as well.
      This ministry, birthed in the NC Annual Conference, has expanded into numerous other states. Upon this 4th
anniversary of ZOE’s work, we praise God and thank you for the lives that have been saved and changed because of
your love and faithfulness.


                                                                                                                Greg Jenks




124
N O RT H C A R O L I N A C O N F E R E N C E T H E U N I T E D M E T H O D I S T C H U R C H

                              SECTION IV

2008
                       •    FINANCE AND ADMINIS TRATION, COUNCIL ON
                               ANCE
                            FINAN               TRATION
                                        ADMINISTRATION, COUNCIL




                                                                                               125
     FINANCE AND ADMINISTRATION, COUNCIL ON
     I. Conference Budget to be Raised
     January 1, 2009 to December 31, 2009
                                                                  Approved       UNAUDITED                 Approved       Requested
                                                                  Request 2006   Actual                    Request 2007   Request 2008              2.14%       % of
     Ministry Circles                                 Shortfall   Raised 2007    Raised 2007   Shortfall   Raised 2008    Raised 2009 Increase      % Increase Total
                                                      for 2007    for 2008        for 2008     for 2008    for 2009       for 2010     (Decrease)   (Decr)     Apport
1    ** World Service                                 $49,808     $1,915,877     $1,871,408    $44,469      $2,028,837    $1,964,827 ($64,010)      ($0)       $0
     Mission Development
2    Criminal Justice & Mercy Ministries              $426        $16,000        $15,629       $371        $11,730        $11,730      $0           0.00%      0.06%
3    Disciple Bible Outreach Ministries               $798        $30,000        $29,304       $696        $30,000        $30,000      $0           0.00%      0.15%
4    Evangelism                                       $665        $25,000        $24,420       $580        $45,000        $31,050      ($13,950)    -31.00%    0.15%
5    Church & Society                                 $271        $9,750         $9,524        $226        $10,000        $8,500       ($1,500)     -15.00%    0.04%
6    Disaster Response                                $333        $9,000         $8,791        $209        $9,250         $10,000      $750         8.11%      0.05%
8    Methodist Home for Children                      $4,992      $187,640       $183,285      $4,355      $190,000       $190,000     $0           0.00%      0.94%
9    Methodist Retirement Homes                       $7,489      $281,463       $274,930      $6,533      $200,000       $200,000     $0           0.00%      0.99%
10   Golden Cross Fund                                $399        $15,000        $14,652       $348        $15,000        $15,050      $50          0.33%      0.07%
11   Multicultural Ministries Office                  $559        $22,000        $21,489       $511        $15,870        $8,620       ($7,250)     -45.68%    0.04%
12   Conference Plan of Inclusiveness Grants          $1,330      $49,000        $47,863       $1,137      $50,000        $50,000      $0           0.00%      0.25%
13   CPI Program                                                  $0                                       $92,650        $91,950      ($700)                  0.46%
14   Missions and Outreach                            $10,243     $461,900       $451,179      $10,721     $470,000       $525,600     $55,600      11.83%     2.61%
15   Hispanic/Latino Ministries Office                $1,117      $10,000        $9,768        $232        $13,720        $16,300      $2,580       18.80%     0.08%
16   Disability Concerns                                          $0                                       $3,500         $3,500       $0                      0.02%
        Subtotal                                      $28,719     $1,120,353     $1,094,349    $26,004     $1,156,720     $1,192,300   $35,580      3.08%      5.93%
     Spiritual Formation and Leadership Development
17   ** Ministerial Education Fund                    $18,000     $659,272       $643,970      $15,302     $659,379       $679,565     $20,186      3.06%      3.38%
18   Board of Ordained / Diaconal Ministry            $4,278      $167,700       $163,808      $3,892      $168,510       $176,210     $7,700       4.57%      0.88%
19   BODM: Sexual Ethics Salary & Benefits            $1,232      $48,600        $47,472       $1,128      $49,250        $52,000      $2,750       5.58%      0.26%
20   BODM: Sexual Ethics Programs                     $319        $15,000        $14,652       $348        $18,200        $21,875      $3,675       20.19%     0.11%
21   Seminary Visitation                              $53         $2,000         $1,954        $46         $2,000         $2,000       $0           0.00%      0.01%
22   Bishop’s Days Apart                              $213        $8,000         $7,814        $186        $8,000         $8,000       $0           0.00%      0.04%
23   Stewardship                                      $330        $12,400        $12,112       $288        $12,400        $12,400      $0           0.00%      0.06%
24   Laity                                            $559        $21,000        $20,513       $487        $24,700        $24,700      $0           0.00%      0.12%
25   Worship                                          $106        $4,000         $3,907        $93         $4,000         $4,000       $0           0.00%      0.02%
26   Higher Education Leadership Team                 $931        $35,000        $34,188       $812        $5,000         $5,000       $0           0.00%      0.02%
27   ** College Chaplaincy Support Fund               $12,259     $460,750       $450,056      $10,694     $275,000       $275,000     $0           0.00%      1.37%
28   College Chaplaincy Support - Reserve                                                                  $0             $68,750      $68,750
29   Campus Ministry                                  $11,281     $424,000       $414,159      $9,841      $475,000       $488,964     $13,964      2.94%      2.43%
30   Youth Ministry                                   $772        $32,000        $31,257       $743        $35,000        $60,300      $25,300      72.29%     0.30%
31   Children’s Ministries                            $452        $20,000        $19,536       $464        $20,000        $19,450      ($550)       -2.75%     0.10%
32   Education                                        $138        $6,000         $5,861        $139        $9,000         $12,300      $3,300       36.67%     0.06%
33   Camp & Retreat Min Inc.                          $7,317      $275,000       $268,617      $6,383      $275,000       $275,000     $0           0.00%      1.37%
34   Clergy Counseling & Consultation Office          $579        $24,745        $24,171       $574        $0             $0           $0           0.00%      0.00%
35   Clergy Counseling & Consultation Sal & Ben       $3,751      $134,231       $131,115      $3,116      $134,182       $134,645     $463         0.35%      0.67%
        Subtotal                                      $63,755     $2,365,698     $2,310,789    $54,909     $2,174,621     $2,320,159   $145,538     6.69%      11.53%
     Episcopal
36   Episcopacy                                       $32         $1,200         $1,172        $28         $1,200         $1,200       $0           0.00%      0.01%
37   District Supt. Fund: Salaries                    $38,233     $1,482,250     $1,447,846    $34,404     $1,497,073     $1,549,470   $52,397      3.50%      7.70%
38   District Supt. Fund: Travel                      $2,619      $106,306       $103,838      $2,467      $102,000       $104,000     $2,000       1.96%      0.52%
39   Dist. Supt. Fund: Cabinet Exp.                   $981        $36,883        $36,027       $856        $36,883        $37,621      $738         2.00%      0.19%
40   Cabinet Discretionary Fund                       $133        $5,000         $4,884        $116        $5,000         $5,000       $0           0.00%      0.02%
41   Annual Conf. Expense                             $3,592      $144,050       $140,707      $3,343      $150,000       $160,000     $10,000      6.67%      0.80%
42   Annual Conf. Registrar Sal & Ben                 $96         $3,600         $3,516        $84         $4,000         $4,000       $0           0.00%      0.02%
43   Conf. Secretary’s Office                         $239        $16,600        $16,215       $385        $18,000        $18,000      $0           0.00%      0.09%
44   Conf. Secretary’s Office Sal & Ben               $2,152      $83,732        $81,789       $1,943      $87,918        $88,000      $82          0.09%      0.44%
45   Conference Journal/Printing                      $825        $36,500        $35,653       $847        $38,000        $40,000      $2,000       5.26%      0.20%
46   Bishop’s Discretionary Fund                      $53         $2,000         $1,954        $46         $2,000         $2,000       $0           0.00%      0.01%
47   Dir Ministerial Relations-Sal & Benefits         $7,409      $288,197       $281,508      $6,689      $297,633       $308,050     $10,417      3.50%      1.53%
48   Dir Ministerial Relations-Office                 $524        $19,680        $19,223       $457        $19,850        $20,446      $596         3.00%      0.10%
49   Monitoring & Accountability                      $106        $3,700         $3,614        $86         $3,700         $3,700       $0           0.00%      0.02%
50   Christian Unity                                  $242        $8,900         $8,693        $207        $7,000         $7,000       $0           0.00%      0.03%
51   NC Council of Churches                           $479        $18,000        $17,582       $418        $18,000        $18,000      $0           0.00%      0.09%




     126
      FINANCE AND ADMINISTRATION, COUNCIL ON
      I. Conference Budget to be Raised
      January 1, 2009 to December 31, 2009
                                                            Approved     UNAUDITED                  Approved       Requested
                                                            Request 2006 Actual                     Request 2007   Request 2008                2.14%          % of
      Ministry Circles                          Shortfall   Raised 2007 Raised 2007     Shortfall   Raised 2008    Raised 2009    Increase     % Increase    Total
                                                for 2007    for 2008     for 2008       for 2008    for 2009       for 2010       (Decrease)   (Decr)        Apport
52    Office of the Bishop Sal & Ben.           $612        $23,795      $23,242        $552        $24,627        $24,627        $0           0.00%         0.12%
53    Office of the Bishop                      $645        $29,250      $28,571        $679        $30,165        $30,881        $716         2.37%         0.15%
54    Emerging Church Support                   $17,355     $652,300     $637,160       $15,140     $717,523       $717,523       $0           0.00%         3.57%
55    Office of Congregational Dev. Sal & Ben   $5,146      $200,193     $195,546       $4,647      $210,203       $210,203       $0           0.00%         1.04%
56    Office of Congregational Dev.             $1,530      $57,500      $56,165        $1,335      $58,877        $58,877        $0           0.00%         0.29%
          Subtotal                              $83,004     $3,219,635 $3,144,905       $74,730     $3,329,652     $3,408,598     $78,946      2.37%         16.94%
      Communications
57    Communications                            $2,247      $84,450       $82,490       $1,960      $87,650        $85,000        ($2,650)     -3.02%        0.42%
58    Archives & History                        $186        $7,000        $6,838        $162        $7,650         $7,650         $0           0.00%         0.04%
59    Conference Media Center                                                                       $0             $5,000         $5,000
60    Publications: NC Conference Newspaper     $1,410      $60,000       $58,607       $1,393      $62,700        $60,100        ($2,600)     -4.15%        0.30%
          Subtotal                              $3,843      $151,450      $147,935      $3,515      $158,000       $157,750       ($250)       -0.16%        0.78%
      Resource Ministries
61    ** General Administration                 $4,375      $165,693      $161,847      $3,846      $178,599       $218,936       $40,337      22.59%        1.09%
62    ** SEJ Mission & Ministry                 $3,981      $149,636      $146,163      $3,473      $149,636       $153,388       $3,752       2.51%         0.76%
63    Conf. Treasurer’s Office Sal & Ben        $15,361     $597,538      $583,669      $13,869     $628,351       $650,343       $21,992      3.50%         3.23%
64    Conf. Treasurer’s Office                  $4,071      $153,000      $149,449      $3,551      $164,300       $227,525       $63,225      38.48%        1.13%
65    Treasurer Bonding & Insurance             $173        $6,500        $6,349        $151        $7,500         $8,300         $800         10.67%        0.04%
66    Information Management Office             $1,503      $60,000       $58,607       $1,393      $71,080        $71,710        $630         0.89%         0.36%
67    Information Management Sal & Ben          $4,403      $171,293      $167,317      $3,976      $189,409       $196,038       $6,629       3.50%         0.97%
68    Conf. Board of Trustees                   $13         $500          $488          $12         $1,600         $1,600         $0           0.00%         0.01%
69    Contingency Fund                          $372        $14,000       $13,675       $325        $15,000        $15,000        $0           0.00%         0.07%
70    ** Meth. Bldg. Operating Fund             $1,995      $100,000      $97,679       $2,321      $160,000       $170,000       $10,000      6.25%         0.84%
71    ** Meth. Bldg. Capital Fund               $1,330      $50,000       $48,839       $1,161      $200,000       $200,000       $0           0.00%         0.99%
72    Episcopal Residence                       $133        $5,000        $4,884        $116        $10,000        $15,000        $5,000       50.00%        0.07%
73    Staff Housing                             $1,437      $54,000       $52,747       $1,253      $51,500        $53,500        $2,000       3.88%         0.27%
74    Legal Counsel                             $532        $20,000       $19,536       $464        $20,000        $20,000        $0           0.00%         0.10%
75    Minister’s Transition Fund                $6,536      $256,721      $250,762      $5,959      $120,672       $125,030       $4,358       3.61%         0.62%
76    Equitable Compensation                    $3,991      $125,000      $122,099      $2,901      $125,000       $125,000       $0           0.00%         0.62%
77    Effective Ministry Program                $1,064      $40,000       $39,072       $928        $25,000        $25,000        $0           0.00%         0.12%
78    Minister’s Moving Expense                 $3,459      $110,000      $107,447      $2,553      $110,000       $185,000       $75,000      68.18%        0.92%
79    Joint Comm. on Incapacity                 $13,410     $504,000      $492,302      $11,698     $504,000       $416,000       ($88,000)    -17.46%       2.07%
80    Conf. Claimants -Retiree Insurance        $62,259     $2,450,000    $2,393,134    $56,866     $2,700,000     $2,700,000     $0           0.00%         13.42%
81    In-coming WATS                            $90         $3,400        $3,321        $79         $3,900         $3,900         $0           0.00%         0.02%
82    Conference Staff Relations Comm           $32         $1,200        $1,172        $28         $1,300         $1,300         $0           0.00%         0.01%
83    Board of Institutions                     $13         $500          $488          $12         $500           $500           $0           0.00%         0.00%
84    General and Jurisdictional Conference     $399        $15,000       $14,652       $348        $30,000        $53,000        $23,000      76.67%        0.26%
85    Nominations                               $13         $500          $488          $12         $500           $500           $0           0.00%         0.00%
          Subtotal                              $130,948    $5,053,481    $4,936,187    $117,294    $5,467,847     $5,636,570     $168,723     3.09%         28.01%
      Conference Connectional Ministries
86    Office Meetings & Programs                $3,086      $120,000      $117,215      $2,785      $114,500       $116,750       $2,250       1.97%         0.58%
87    Staff Salaries and Benefits               $23,439     $1,016,031    $992,448      $23,583     $1,066,752     $1,105,913     $39,161      3.67%         5.50%
          Subtotal                              $26,526     $1,136,031    $1,109,663    $26,368     $1,181,252     $1,222,663     $41,411      3.51%         6.08%
      Conference Connectional Ministries        $336,794    $13,046,648   $12,743,828   $302,820    $13,468,092    $13,938,040    $469,948     3.49%         69.27%
I     World Service & Connectional Ministries   $386,602    $14,962,525   $14,615,237   $347,289    $15,496,929    $15,902,867    $405,938     2.62%         79.03%
      Past Service Liability
II    ** Past Service Liability-Pensions        $60,104     $3,300,000    $3,263,728    $36,272     $3,300,000     $3,300,000     $0           0.00%         16.40%
      Other General Conference
III   ** Episcopal Fund                         $2,898      $492,611      $479,841      $12,770     $530,583       $533,704       $3,121       0.59%         2.65%
IV    ** Africa University Fund                 $2,672      $57,972       $55,585       $2,387      $57,981        $60,675        $2,694       4.65%         0.30%
V     ** Black College Fund                     $14,137     $262,519      $249,466      $13,053     $262,561       $271,105       $8,544       3.25%         1.35%
VI    ** Interdenominational Coop.Fund          $2,757      $51,043       $48,385       $2,658      $52,078        $52,962        $884         1.70%         0.26%
      Total Other General Apportionments        $22,465     $864,145      $833,278      $30,867     $903,203       $918,446       $15,243      1.69%         4.56%

      Grand Total All Funds                     $469,171    $19,126,670   $18,712,242   $414,428    $19,700,132    $20,121,313    $421,181     2.14%         100.00%

      Total General Conference                    $94,648    $3,604,987   $3,510,503    $94,484     $3,770,018     $3,781,774     $11,756      0.31%         18.79%
      Total Jurisdictional Conference             $3,981     $149,636     $146,163      $3,473      $149,636       $153,388       $3,752       2.51%         0.76%
      Total Pensions & Conference Claimants $122,363         $5,750,000   $5,656,862    $93,138     $6,000,000     $6,000,000     $0           0.00%         29.82%
      Total Annual Conference                     $248,179   $9,622,047   $9,398,714    $223,333    $9,780,478     $10,186,151    $405,673     4.15%         50.62%
      **Funds that are raised and paid out in the same year.                                                                                           127
     IIa. Actual Operating Budget for 2007
                                                      Carry                   Total        Operating   Actual         2007
     Ministry Circles                                 Over from   Raised      Approved     Budget      Expenditures   Remain
                                                      2006        in 2006     Supplement   for 2007    2007           Balance
1    **World Service                                  0           1,822,211   44,469       1,915,877   1,915,877      0
     Mission Development
2    Criminal Justice & Mercy Ministries              1,557       15,574      0            17,131      10,497         6,634
3    Disciple Bible Outreach Ministries               0           29,202      0            29,202      29,202         0
4    Evangelism                                       502         24,335      0            24,837      22,779         2,058
5    Church & Society                                 993         9,929       0            10,922      8,965          1,956
6    Disaster Response                                1,217       12,167      0            13,384      13,384         0
7    Asbury Homes Inc.                                0           3,504       0            3,504       3,504          0
8    Methodist Home for Children                      0           182,648     0            182,648     182,648        0
9    Methodist Retirement Homes                       0           273,974     0            273,974     273,974        0
10   Golden Cross Fund                                0           14,601      0            14,601      14,601         0
11   Multicultural Ministries Office                  1,975       20,441      0            22,416      22,416         0
12   Conference Plan of Inclusiveness Grants          583         48,670      0            49,253      49,200         53
13   Missions and Outreach                            0           374,757     67,955       442,712     442,048        663
14   Hispanic/Latino Ministries Office                0           40,883      0            40,883      40,883         0
15   CM Task Forces                                   0           0           7,644        7,644       7,644          0
                                                      6,827       1,050,684   75,599       1,133,111   1,121,746      11,365
     Spiritual Formation and Leadership Development
16   ** Ministerial Education Fund                    0           658,541     11,048       659,272     655,087        -69
17   Board of Ordained / Diaconal Ministry            0           156,492     5,886        162,378     162,379        -1
18   BOM:Sexual Ethics Salary & Benefits              4,506       45,062      1,232        50,800      30,351         20,448
19   BOM:Sexual Ethics Program                        0           11,681      0            11,681      9,845          1,835
20   Seminary Visitation                              195         1,947       0            2,142       0              2,142
21   Bishop’s Days Apart                              779         7,787       0            8,566       6,240          2,326
22   Clergy Living Committee                          146         1,460       0            1,606       2              1,604
23   Stewardship                                      1,207       12,070      0            13,277      12,414         863
24   Laity                                            1,070       20,441      0            21,511      18,739         2,772
25   Worship                                          389         3,894       0            4,283       2,617          1,666
26   Higher Education and Campus Ministries           3,407       34,069      0            37,476      37,476         0
27   ** College Sustaining Fund                       0           448,491     0            460,750     450,056        0
28   Campus Ministry                                  0           412,719     36,281       449,000     420,874        28,126
29   Youth Ministry                                   0           28,228      0            28,228      28,228         0
30   Children’s Ministries                            0           16,548      0            16,548      16,547         1
31   Education                                        506         5,062       0            5,568       4,719          849
32   Camp & Retreat Min Inc.                          0           267,683     7,317        275,000     275,000        0
33   Clergy Counseling & Consultation                 0           21,193      4,969        26,162      26,162         0
34   Clergy Counseling & Consultation Sal & Ben       17,687      137,236     -1,218       153,705     123,623        30,082
35   Wellspring Programs                              1,752       17,521      0            19,273      0              19,273
36   Wellspring Office                                0           0           0            0           0              0
37   Wellspring Sal & Ben                             2,433       24,335      0            26,768      5,167          21,600
                                                      34,077      2,332,459   65,515       2,433,993   2,285,527      133,517
     Episcopal
38   Episcopacy                                       117         1,168       795          2,080       2,080          0
39   District Supt. Fund: Salaries                    0           1,398,767   0            1,398,767   1,369,825      28,941
40   District Supt. Fund: Travel                      0           95,812      0            95,812      95,363         450
41   Assistant to Cabinet                             0           0           0            0           0              0
42   Dist. Supt. Fund: Cabinet Exp.                   3,590       35,902      4,227        43,719      43,719         0
43   Cabinet Discretionary Fund                       487         4,867       0            5,354       5,049          305
44   Annual Conf. Expense                             0           131,408     37,396       168,804     168,805        0
45   Annual Conf. Registrar Sal & Ben                 0           3,504       96           3,600       3,600          0
46   Conf. Secretary’s Office                         0           8,761       985          9,746       9,746          0
47   Conf. Secretary’s Office Sal & Ben               0           78,748      319          79,067      79,067         0
48   Conference Journal/Printing                      5,036       30,175      0            35,212      34,729         482
49   Bishop’s Discretionary Fund                      195         1,947       0            2,142       350            1,792
50   Dir Ministerial Relations-Sal & Benefits         0           271,042     5,192        276,234     250,532        25,702
51   Dir Ministerial Relations-Office                 1,916       19,156      2,217        23,289      23,289         0
52   Monitoring & Accountability                      0           3,869       0            3,869       1,930          1,939
53   Christian Unity                                  886         8,858       0            9,744       4,950          4,794




     128
      IIa. Actual Operating Budget for 2007
                                                                Carry                    Total        Operating    Actual           2007
      Ministry Circles                                          Over from   Raised       Approved     Budget       Expenditures     Remain
                                                                2006        in 2006      Supplement   for 2007     2007             Balance
54    NC Council of Churches                                    0           17,521       0            17,521       17,521           0
55    Office of the Bishop Sal & Ben.                           2,238       22,378       22           24,638       6,935            17,703
56    Office of the Bishop                                      0           23,605       590          24,195       24,195           0
57    Emerging Church Support                                   63,494      634,945      0            698,439      422,311          276,128
58    Office of Congregational Dev. Sal & Ben                   0           188,277      5,146        193,423      193,423          0
59    Office of Congregational Dev.                             0           55,970       0            55,970       46,711           9,259
                                                                77,959      3,036,680    56,985       3,171,624    2,804,129        367,494
   Communications
60 Communications                                               542         82,203       0            82,745       81,562           1,183
61 Archives & History                                           487         6,814        0            7,301        6,714            587
62 Publications: NC Christian Advocate                          0           51,590       0            51,590       51,590           0
                                                                1,029       140,607      0            141,636      139,866          1,770
      Resource Ministries
63    ** General Administration                                 0           160,059      3,846        165,693      165,693          0
64    ** SEJ Mission & Ministry                                 0           145,655      3,473        149,636      149,636          0
65    Conf. Treasurer’s Office Sal & Ben                        0           561,971      -20,236      541,735      504,222          37,513
66    Conf. Treasurer’s Office                                  0           148,929      35,597       184,526      184,527          0
67    Treasurer Bonding & Insurance                             0           6,327        0            6,327        6,327            0
68    Information Management Office                             1,999       54,997       0            56,996       56,901           95
69    Information Management Sal & Ben                          0           161,097      4,403        165,500      160,249          5,251
70    Conf. Board of Trustees                                   0           487          0            487          487              0
71    Contingency Fund                                          0           13,628       -13,618      10           0                10
72    ** Meth. Bldg. Operating Fund                             0           73,005       57,000       157,000      154,679          0
73    ** Meth. Bldg. Capital Fund                               0           48,670       0            50,000       48,839           0
74    Episcopal Residence                                       0           4,867        0            4,867        4,867            0
75    Staff Housing                                             0           52,563       0            52,563       52,563           0
76    Legal Counsel                                             0           19,468       0            19,468       8,743            10,725
77    Minister’s Transition Fund                                0           239,130      0            239,130      239,130          0
78    Equitable Compensation                                    14,601      146,009      0            160,610      106,006          54,605
79    Effective Ministry Program                                0           38,936       0            38,936       38,936           0
80    Minister’s Moving Expense                                 12,654      126,541      39,967       179,162      179,162          0
81    Joint Comm. on Incapacity                                 0           490,590      0            490,590      376,130          114,460
82    Conf. Claimants -Retiree Insurance                        0           2,277,741    0            2,277,741    2,277,741        0
83    In-coming WATS                                            0           3,310        0            3,310        3,310            0
84    Conference Staff Relations Comm                           117         1,168        0            1,285        645              640
85    Board of Institutions                                     49          487          0            536          0                536
86    General and Jurisdictional Conference                     0           14,601       0            14,601       14,601           0
87    Nominations                                               0           487          0            487          0                487
                                                                29,420      4,790,720    110,432      4,961,194    4,733,393        224,319
   Conference Connectional Ministries
88 Office Meetings & Programs                                   11,291      112,914      0            124,205      96,006           28,198
89 Staff Salaries and Benefits                                  1,585       857,532      23,439       882,557      858,892          23,665
                                                                12,876      970,446      23,439       1,006,762    954,898          51,864
      World Service & Connectional Ministries                   162,188     14,143,807   376,439      14,764,196   13,955,437       790,329

      Past Service Liability
II    ** Past Service Liability-Pensions                        0           3,139,896    0            3,300,000    3,263,728        0

      Other General Conference
III   ** Episcopal Fund                                         0           474,293      12,770       492,611      492,611          0
IV    ** Africa University Fund                                 0           57,733       2,387        57,972       57,972           0
V     ** Black College Fund                                     0           255,714      13,053       262,519      262,519          0
VI    ** Interdenominational Coop.Fund                          0           49,826       2,658        51,043       51,043           0
                                                                            0
      Total Other General Apportionments                        0           837,565      30,867       864,145      864,145          0

      Grand Total All Funds                                     162,188     18,121,268   407,307      18,928,341   18,083,310       790,329

      Total General Conference                                  0           0            90,230       3,604,987    3,600,802        -69
      Total Jurisdictional Conference                           0           0            3,473        149,636      149,636          0
      Total Pensions & Conference Claimants                     0           0            0            5,577,741    5,541,469        0
      Total Annual Conference                                   162,188     0            313,604      9,595,977    8,791,403        790,398
      ** Funds that are raised and paid out in the same year.
                                                                                                                                  129
     IIb. Actual Operating Budget for 2008
                                                      Carry                   Total        Operating   08 Budget/   08 Budg/
     Ministry Circles                                 Over from   Raised      Approved     Budget      07 Budget    07 Actual   % of
                                                      2007        in 2007     Supplement   for 2008    % Change     % Change    Total
1    **World Service                                  0           1,871,408   0            2,028,837   5.90%        5.90%       10.38%
     Mission Development
2    Criminal Justice & Mercy Ministries              1,563       15,629      0            17,192      0.35%        63.78%      0.09%
3    Disciple Bible Outreach Ministries               0           29,304      0            29,304      0.35%        0.35%       0.15%
4    Evangelism                                       2,058       24,420      0            26,478      6.61%        16.24%      0.14%
5    Church & Society                                 952         9,524       0            10,476      -4.08%       16.85%      0.05%
6    Disaster Response                                0           8,791       0            8,791       -34.32%      -34.32%     0.04%
7    Asbury Homes Inc.                                0           3,516       0            3,516       0.35%        0.36%       0.02%
8    Methodist Home for Children                      0           183,285     0            183,285     0.35%        0.35%       0.94%
9    Methodist Retirement Homes                       0           274,930     0            274,930     0.35%        0.35%       1.41%
10   Golden Cross Fund                                0           14,652      0            14,652      0.35%        0.35%       0.07%
11   Multicultural Ministries Office                  0           21,489      0            21,489      -4.13%       -4.13%      0.11%
12   Conference Plan of Inclusiveness Grants          53          47,863      0            47,916      -2.71%       -2.61%      0.25%
13   Missions and Outreach                            0           451,179     10,721       461,900     4.33%        4.49%       2.36%
14   Hispanic/Latino Ministries Office                0           9,768       0            9,768       -76.11%      -76.11%     0.05%
15   CM Task Forces                                   0           0           0            0           -100.00%     -100.00%    0.00%
                                                      4,626       1,094,349   10,721       1,109,696   -2.07%       -1.07%      5.68%
     Spiritual Formation and Leadership Development
16   ** Ministerial Education Fund                    0           643,970     0            659,379     0.02%        0.66%       3.37%
17   Board of Ordained / Diaconal Ministry            0           163,808     0            163,808     0.88%        0.88%       0.84%
18   BOM:Sexual Ethics Salary & Benefits              4,747       47,472      1,128        53,347      5.01%        75.76%      0.27%
19   BOM:Sexual Ethics Program                        1,465       14,652      0            16,117      37.98%       63.70%      0.08%
20   Seminary Visitation                              195         1,954       0            2,149       0.32%        -           0.01%
21   Bishop’s Days Apart                              781         7,814       0            8,595       0.34%        37.74%      0.04%
22   Stewardship                                      863         12,112      0            12,975      -2.27%       4.52%       0.07%
23   Laity                                            2,051       20,513      0            22,564      4.89%        20.41%      0.12%
23   Worship                                          391         3,907       0            4,298       0.36%        64.25%      0.02%
24   Higher Education and Campus Ministries           0           34,188      0            34,188      -8.77%       -8.77%      0.17%
24   ** College Sustaining Fund                       0           450,056     185,750      275,000     -40.31%      -38.90%     1.41%
25   Campus Ministry                                  0           414,159     9,841        424,000     -5.57%       0.74%       2.17%
26   Youth Ministry                                   0           31,257      0            31,257      10.73%       10.73%      0.16%
27   Children’s Ministries                            1           19,536      0            19,537      18.06%       18.07%      0.10%
27   Education                                        586         5,861       0            6,447       15.79%       36.61%      0.03%
28   Camp & Retreat Min Inc.                          0           268,617     6,383        275,000     0.00%        0.00%       1.41%
28   Clergy Counseling & Consultation                 0           24,171      0            24,171      -7.61%       -7.61%      0.12%
29   Clergy Counseling & Consultation Sal & Ben       30,082      131,115     3,116        164,313     6.90%        32.91%      0.84%
30   Wellspring Programs                              1,563       15,629      0            17,192      -10.80%      -           0.09%
                                                      42,725      2,310,789   206,218      2,214,335   -9.02%       -3.11%      11.33%
     Episcopal
31   Episcopacy                                       0           1,172       0            1,172       -43.65%      -43.65%     0.01%
32   District Supt. Fund: Salaries                    28,941      1,447,846   0            1,476,787   5.58%        7.81%       7.55%
33   District Supt. Fund: Travel                      450         103,838     0            104,288     8.85%        9.36%       0.53%
34   Dist. Supt. Fund: Cabinet Exp.                   0           36,027      48,000       84,027      92.20%       92.20%      0.43%
35   Cabinet Discretionary Fund                       305         4,884       0            5,189       -3.08%       2.77%       0.03%
36   Annual Conf. Expense                             0           140,707     33,343       174,050     3.11%        3.11%       0.89%
37   Annual Conf. Registrar Sal & Ben                 0           3,516       84           3,600       0.00%        0.00%       0.02%
38   Conf. Secretary’s Office                         0           16,215      0            16,215      66.38%       66.37%      0.08%
39   Conf. Secretary’s Office Sal & Ben               0           81,789      1,943        83,732      5.90%        5.90%       0.43%
40   Conference Journal/Printing                      482         35,653      847          36,982      5.03%        6.49%       0.19%
41   Bishop’s Discretionary Fund                      195         1,954       0            2,149       0.32%        513.88%     0.01%
42   Dir Ministerial Relations-Sal & Benefits         0           281,508     6,689        288,197     4.33%        15.03%      1.47%
43   Dir Ministerial Relations-Office                 0           19,223      0            19,223      -17.46%      -17.46%     0.10%
44   Monitoring & Accountability                      361         3,614       0            3,975       2.74%        105.97%     0.02%
45   Christian Unity                                  869         8,693       0            9,562       -1.86%       93.18%      0.05%
46   NC Council of Churches                           0           17,582      0            17,582      0.35%        0.35%       0.09%
47   Office of the Bishop Sal & Ben.                  2,324       23,242      0            25,566      3.77%        268.67%     0.13%
48   Office of the Bishop                             0           28,571      0            28,571      18.09%       18.09%      0.15%
49   Emerging Church Support                          100,000     637,160     0            737,160     5.54%        74.55%      3.77%
50   Office of Congregational Dev. Sal & Ben          0           195,546     4,647        200,193     3.50%        3.50%       1.02%
51   Office of Congregational Dev.                    5,617       56,165      0            61,782      10.38%       32.27%      0.32%
                                                      139,544     3,144,905   95,553       3,380,003   6.57%        20.54%      17.29%


     130
   IIb. Actual Operating Budget for 2008
   Communications
52 Communications                                               1,183     82,490       0         83,673       1.12%     2.59%           0.43%
53 Archives & History                                           587       6,838        0         7,425        1.70%     10.58%          0.04%
54 Publications: NC Christian Advocate                          0         58,607       0         58,607       13.60%    13.60%          0.30%
                                                                1,770     147,935      0         149,705      5.70%     7.03%           0.77%
      Resource Ministries
55    ** General Administration                                 0         161,847      0         178,599      7.79%     7.79%           0.91%
56    ** SEJ Mission & Ministry                                 0         146,163      0         149,636      0.00%     0.00%           0.77%
57    Conf. Treasurer’s Office Sal & Ben                        37,513    583,669      13,869    635,051      17.23%    25.95%          3.25%
58    Conf. Treasurer’s Office                                  0         149,449      53,551    203,000      10.01%    10.01%          1.04%
60    Treasurer Bonding & Insurance                             0         6,349        0         6,349        0.35%     0.35%           0.03%
61    Information Management Office                             95        58,607       0         58,702       2.99%     3.17%           0.30%
62    Information Management Sal & Ben                          848       167,317      3,976     172,141      4.01%     7.42%           0.88%
63    Conf. Board of Trustees                                   0         488          0         488          0.35%     0.29%           0.00%
64    Contingency Fund                                          1,368     13,675       0         15,043       -         -               0.08%
65    ** Meth. Bldg. Operating Fund                             0         97,679       0         160,000      1.91%     3.44%           0.82%
66    ** Meth. Bldg. Capital Fund                               0         48,839       0         200,000      300.00%   309.50%         1.02%
67    Episcopal Residence                                       0         4,884        0         4,884        0.35%     0.35%           0.02%
68    Staff Housing                                             0         52,747       0         52,747       0.35%     0.35%           0.27%
69    Legal Counsel                                             1,954     19,536       0         21,490       10.39%    145.79%         0.11%
70    Minister’s Transition Fund                                0         250,762      0         250,762      4.86%     4.86%           1.28%
71    Equitable Compensation                                    12,210    122,099      0         134,309      -16.38%   26.70%          0.69%
72    Effective Ministry Program                                0         39,072       0         39,072       0.35%     0.35%           0.20%
73    Minister’s Moving Expense                                 0         107,447      0         107,447      -40.03%   -40.03%         0.55%
74    Joint Comm. on Incapacity                                 49,230    492,302      0         541,532      10.38%    43.97%          2.77%
75    Conf. Claimants -Retiree Insurance                        0         2,393,134    0         2,393,134    5.07%     5.07%           12.24%
76    In-coming WATS                                            0         3,321        0         3,321        0.35%     0.34%           0.02%
77    Conference Staff Relations Comm                           117       1,172        0         1,289        0.32%     99.85%          0.01%
78    Board of Institutions                                     49        488          0         537          0.32%     -               0.00%
79    General and Jurisdictional Conference                     0         14,652       0         14,652       0.35%     0.35%           0.07%
80    Nominations                                               49        488          0         537          10.42%    -               0.00%
                                                                103,433   4,936,187    71,396    5,344,722    7.73%     12.92%          27.34%
   Conference Connectional Ministries
81 Office Meetings & Programs                                   11,721    117,215      0         128,936      3.81%     34.30%          0.66%
82 Staff Salaries and Benefits                                  226       992,448      0         992,674      12.48%    15.58%          5.08%
                                                                11,947    1,109,663    0         1,121,610    11.41%    17.46%          5.74%
I     World Service & Connectional Ministries                   304,045   14,615,237   383,888   15,348,909   3.96%     9.99%           78.50%

      Past Service Liability
II    ** Past Service Liability-Pensions                        0         3,263,728    0         3,300,000    0.00%     1.11%           16.88%

      Other General Conference
III   ** Episcopal Fund                                         0         479,841      0         530,583      7.71%     7.71%           2.71%
IV    ** Africa University Fund                                 0         55,585       0         57,981       0.02%     0.02%           0.30%
V     ** Black College Fund                                     0         249,466      0         262,561      0.02%     0.02%           1.34%
VI    ** Interdenominational Coop.Fund                          0         48,385       0         52,078       2.03%     2.03%           0.27%

      Total Other General Apportionments                        0         833,278      0         903,203      4.52%     4.52%           4.62%

      Grand Total All Funds                                     304,045   18,712,242   383,888   19,552,112   3.30%     8.12%           100.00%


      Total General Conference                                  0         0            0         3,770,018    4.58%     4.70%           19.28%
      Total Jurisdictional Conference                           0         0            0         149,636      0.00%     0.00%           0.77%
      Total Pensions & Conference Claimants                     0         0            0         5,693,134    2.07%     2.74%           29.12%
      Total Annual Conference                                   304,045   0            383,888   9,939,323    3.58%     13.06%          50.84%
      ** Funds that are raised and paid out in the same year.




                                                                                                                                  131
IIc. Contingency Reserve Fund
                                         2007


  Income
    Interest on Checking                 $141,810
   Interest on Investments               $84,864
    Interest on Metho. Found.            $334,779
    Net Reclaim Last Year                $486,284
   Other Receipts                        $1,843
   Post Audit Receipts                   $2,781


                                         $1,052,360
  Distribution
  2007 Budget Supplements                $220,713
  2007 Non-Budget Supplements            $1,018
  2008 Budget Supplements                $383,888
  2008 Non-Budget Supplements            $10,000
   Interest Paid                         $382
   Audit Adjustments(Budget Reclaimed)   ($158,863)


                                         $456,757


  Change in Net Assets                   $595,603


                                         2007         2008
Non-Budget Supplements
  United Methodist Leadership Scholar    10,000       10,000


  Total Non-Budget Supplements           $10,000      10,000




132
IIc. Contingency Reserve Fund


Budget Supplements:                            2007       2008
  **World Service                              44,469     0
  Missions and Outreach                        67,955     10,721
  CM Task Forces                               7,644      0
  **Ministerial Education Fund                 11,048     0
  Board of Ordained/Diaconal Ministries        5,886      0
  BOM:Sexual Ethics Salary & Benefits          1,232      1,128
  **College Chaplaincy Support Fund            0          185,750
  Campus Ministry                              36,281     9,841
  Camping & Retreat Min. Inc.                  7,317      6,383
  Clergy Counseling & Consultation             4,969      0
  Clergy Counseling & Consultation Sal & Ben   (1,218)    3,116
  Episcopacy                                   795        0
  District Supt. Fund: Cabinet Expense         4,227      48,000
  Annual Conf. Expense                         37,396     33,343
  Annual Conf. Registrar Sal. & Ben.           96         84
  Conf. Secretary’s Office                     985        0
  Conf. Secretary’s Office Sal & Ben           319        1,943
  Conference Journal Printing                  0          847
  Dir Ministerial Relations-Sal & Benefits     5,192      6,689
  Dir. Ministerial Relations Office            2,217      0
  Office of the Bishop Sal & Ben.              22         0
  Office of the Bishop                         590        0
  Office of Congregational Dev. Sal & Ben      5,146      4,647
  **General Administration                     3,846      0
  **SEJ Mission & Ministry                     3,473      0
  Conf. Treasurer’s Office Sal. & Ben          (20,236)   13,869
  Conference Treasurer’s Office                35,597     53,551
  Information Management Sal & Ben             4,403      3,976
  Contingency Fund                             (13,618)   0
  Methodist Building Operating Fund            57,000     0
  Ministers Moving Expense                     39,967     0
  Connectional Ministries
  Staff Salaries and Benefits                  23,439     0
  ** Episcopal Fund                            12,770     0
  ** Africa University Fund                    2,387      0
  ** Black College Fund                        13,053     0
  ** Interdenominational Coop.Fund             2,658      0


  Grand Total All Funds                        407,307    383,888




                                                                    133
FINANCE AND ADMINISTRATION, COUNCIL ON
III. FINANCIAL POLICIES
      The United Methodist Church is a connectional church, and all local churches participate in the mission and
      service giving of the larger church. The outreach and mission giving opportunities of the Connection are
      distributed to the churches of the NC Conference by means of a formula based on the financial performance in
      each local church. Every effort is made to develop a computation which is shared with fairness by all. Church
      leaders are encouraged to interpret the work of the Connection so that each congregation understands these
      funds to be a necessary extension of the ministry and mission of the church beyond its local organization.
      A.   APPORTIONMENTS:
           1.   The funds to be apportioned are:
                -   World Service and Connectional Ministries
                -   Past Service Liability - Pensions
                -   Episcopal Fund
                -   Interdenominational Cooperation Fund
                -   Black College Fund
                -   Africa University Fund
           2.   Formula: The Apportionments for each year shall be based on the average of the total monies disbursed
                by each church in the four years immediately previous to the apportionment year less the approved
                exclusions each year, or on the most recent year less the approved exclusions, whichever is lower. The
                change in unadjusted apportionments from the previous year shall not increase in excess of 15%. The
                exclusions are: Payments on World Service and Connectional Ministries, Past Service Liability –
                Pensions, Episcopal Fund, and all other apportionments; district work fund; principal and interest on
                indebtedness; buildings and improvements; 50% of property insurance; local benevolences paid directly
                by the local church; General and Conference Advance Specials; Ten Dollar Club; up to $4,500 for travel
                paid by a charge for each pastor; United Methodist Student Day; Human Relations Day; Peace and
                Justice Sunday; Native American Awareness Sunday; One Great Hour of Sharing; World Communion
                Sunday; UMW Funds sent to district or conference treasurer; housing allowance paid in lieu of furnished
                parsonage to a minister serving under Episcopal appointment in a charge of the Conference; offerings
                taken for disasters as designated by the Disaster Response Committee and the Resident Bishop.
           3.   Effective July 1, 2004, new congregations shall be assigned an apportionment beginning in the year in
                which the church is chartered (Year A in the following table). The new and projected charter dates for all
                new churches shall be reported annually by the Office of Congregational Development to the Treasurer’s
                Office immediately following Annual Conference. The amount to be apportioned shall be a percentage
                of the apportionment as computed on the standard formula described in III.A.2 above. Because this
                formula results in a lower apportionment for a longer period than earlier new church formulas, no
                adjustment will be allowed to the apportionment computed as shown in the following table:




134
             Year        Percent        Base Year Net Disbursement Formula          Maximum % Change
              A              0%                           None                                  None
              B             60%                          =(4A)/4                                None
              C             65%                       =((3A)+B)/4                               None
              D             70%                      =((2A)+B+C)/4                              None
              E             75%                      =(A+B+C+D)/4                               None
              F             80%                      =(B+C+D+E)/4                               None
              G             85%                      =(C+D+E+F)/4                               None
              H             90%                      =(D+E+F+G)/4                               None
               I            95%                      =(E+F+G+H)/4                               None
              J             100%                     =(F+G+H+I)/4                               None

     4.   Apportionments to the churches shall be made by the Council on Finance and Administration (CFA)
          based on the current formula. Each cause shall be paid proportionately out of the income from funds
          received up to the amount fixed by the Annual Conference. In the event receipts shall fall short, all items
          shall be paid pro-rata. The CFA is authorized to make supplementary appropriations between sessions
          of the Annual Conference, if funds are available, for emergency or unforeseen needs. Such
          supplementary appropriations shall be made only from available undesignated funds. It is the intent of
          CFA that 50% of supplemental funds available be designated for the retirement of our current liabilities.
          In the light of possible unforeseen and emergency need beyond available resources within the Annual
          Conference, the CFA is authorized to adjust the pro-rata distribution by up to 10% at it’s discretion and is
          authorized to use such funds to make supplementary appropriations according to this provision.
          General Church apportionments will be paid in full as collected to general agencies and will not be
          subject to adjusted pro-rata distributions. All supplementary appropriations made under these
          provisions shall be reported in the Conference Journal for purposes of information.
     5.   Apportionments will be delivered from the treasurer’s office to the district superintendents by July 18,
          2008.
B.   The following special offerings shall be taken in each local church and remitted to the Conference treasurer
     as separate items. They are not to be included in the Apportionments. General Church special offerings
     include United Methodist Student Day, Human Relations Day, Peace with Justice Sunday, Native American
     Awareness Sunday, One Great Hour of Sharing, and World Communion Sunday. Annual Conference
     approved special offerings include Project AGAPE Mission to Armenia, Methodist Home for Children,
     Mother’s Day Offering for the Methodist Retirement Homes, Golden Cross Sunday and Disciple Bible
     Outreach Ministries.
C.   No Conference agency’s budget shall incorporate funds to be appropriated to a non-conference agency,
     without specific approval of CFA. All funds granted to a non-conference agency must be spent consistent
     with the Social Principles of The United Methodist Church.
D.   No transfer of funds shall be made from one line item in the Conference Budget to another.
E.   All General Church Funds (World Service, Episcopal, Ministerial Education, Black Colleges, Africa University,
     Interdenominational Cooperation, General Administration) and College Sustaining Fund, Past Service
     Liability Fund, Jurisdictional Conference, and Methodist Building Routine and Capital Maintenance Funds will
     be raised and paid out in the same year. College Sustaining Fund will be raised and paid out in the same
     year until funds are received in advance equivalent to one year’s budget. This transition will take place
     over 4 years beginning in 2010 and ending in 2013 operating budgets.
F.   Investment Policy: The investment of the funds of the conference shall be such that funds available for
     mission are maximized in a manner consistent with the preservation of capital and with the Social Principles



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      of The United Methodist Church. Investments are with the United Methodist Foundation, Inc. (local), the United
           Methodist Church Foundation (national), area banks, and with specific minority financial institutions within
           the bounds of the NC Conference. Investments of funds reserved for use in the next budget year shall be
           invested 50% fixed income investments and 50% equity investments. The Conference is also a member of
           Project Equality.
      G.   Monies paid by the churches shall be reported to the statistician by the pastors at the end of the year on the
           Table II, Financial Report. The Table I and Table II reports for 2008 shall be due to the statistician no later than
           January 31, 2009.
      H.   The Council may enact its own bylaws governing meetings, quorum, and other matters of procedure as
           authorized in the Discipline, Para. 610.5.b.
      I.   The Council shall maintain a central treasury for all Conference agencies as authorized by Para. 611.11 of the
           Discipline, and the 1953 session of the Annual Conference. Annual Conference boards and agencies,
           including those separately incorporated, are required to maintain their funds on deposit in the central treasury
           unless exempted by the Annual Conference or the Discipline. Exemptions are granted to the Methodist
           Home for Children, the Methodist Retirement Homes, the Colleges, the United Methodist Foundation, Inc.,
           Board of Missions, Inc., Asbury Homes, and North Carolina United Methodist Commission on Outdoor and
           Camping Ministries, Inc. Camp and Retreat Ministries, Inc.
      J.   All new programs or entities which would not be funded by an existing approved budget shall be referred to
           the CFA for review of budget needs and supplemental funds available prior to approval by Annual
           Conference. If the item is approved, the next year’s budget shall be amended to include the necessary funds
           based on the CFA recommendation.
      K. Contracts executed by commissions, boards, or agencies which obligate the Annual Conference must: 1) be
           created for periods of no more than 12 months and should be completed by June 30 annually, 2) not involve
           expenditures exceeding $50,000 in the aggregate and 3) not include a guarantee by the Conference of debt
           incurred by a separately incorporated entity. All contracts that exceed a 12-month period and/or $50,000
           must be authorized by the Council on Finance and Administration. Should authorization be needed between
           meetings of CFA, it can be given by two signatures from the Executive Director of Connectional Ministries,
           the president of CFA or the Conference Treasurer and will require ratification by CFA at its next meeting.
IV. APPROVAL TO SOLICIT FUNDS
   Any organization designated as a Conference Advance Special may ask local churches to consider opportunities for
giving. It shall be at the discretion of the local church as to whether, when and how these opportunities will be presented
to the membership. Solicitation or private campaign may not be taken directly into local churches of the Conference
through solicitation in classes or other groups or by the use of membership lists (either partial or in entirety).

      Approval is given to the requests of the following agencies and programs for the privilege of soliciting funds under
      these policies throughout the District or Conference.
      A.   Christmas Offering for District programs and/or projects.
      B.   The Commission on Congregational Development for the promotion of the Church Extension Ten Dollar Club
           and the John Wesley Endowment for Congregational Development.
      C.   The Board of Directors for Outdoor and Camping Camp and Retreat Ministries, Inc. to solicit from church
           groups and individuals, materials and money for specific projects for the four camps of the North Carolina
           Conference.
      D.   The State Commission on Campus Ministry for the privilege of private solicitation for special gifts for the
           benefit of special works in the state-supported institutions of higher education.




136
     E.   Methodist Retirement Homes, Incorporated; Methodist Home for Children; Louisburg College; Methodist
          College; North Carolina Wesleyan College; and Asbury Homes for the privilege of private solicitation and
          receipt of such funds as may be directed thereto.
     F.   The United Methodist Foundation, Incorporated, as provided in its charter.
     G.   The Disaster Response Committee upon joint decision of the committee and the Resident Bishop to respond
          to disasters within the bounds of the NC Annual Conference.
     The CFA continues to recommend that 100% “Missional Service Giving” be the on-going priority. The Council also
     recommends that stewardship continue to be a missional focus, Conference priority.
V.   DISTRICT SUPERINTENDENTS’ SALARY
     The Council on Finance and Administration recommends that the formula for computing the annual salary for the
     district superintendents be the average of the top 25 pastors’ salaries in the Conference for the previous year.
     Salary is defined as cash salary plus nonvouchered allowances. We recommend the 2009 salary for district
     superintendents be set at $99,292 $100,388.
VI. ORGANIZATION and PROCEDURE (presented for information only)
     A.   The audit for 2008 will be by McGladrey & Pullen, Raleigh, NC. performed by an audit firm as engaged by
          the Audit Committee of the Council on Finance and Administration. A bidding process will be
          completed during 2008 and an audit firm chosen through this selection process.
     B.   The president, vice-president, secretary, and treasurer of the CFA shall serve as the executive committee of
          the Council. The Council shall elect two additional members to the executive committee from its voting
          membership.
     C.   The Conference treasurer will include in the monthly financial reports, for any given month, all monies
          received in the office by 8:30 a.m. on the 5th day of the following month, except when the 5th day falls on a
          weekend or holiday the report will include the funds received by 8:30 a.m. on the following workday.
     D.   The treasurer may approve minor overexpenditures of a budget line item up to $5,000 or 5% of the line item,
          whichever is less. A request for such overexpenditure shall be submitted in writing in advance and shall state
          the reason for the request. The overexpenditure will be reported to CFA and will be listed in the Conference
          Journal.
     E.   Any Conference or non-conference agency which receives Conference funds financial support from
          Conference funds or from any authorized conference-wide appeal in excess of $1,000 shall submit, with
          any budget request, an annual detailed audited budget report of all receipts, disbursements and assets. A
          statement in effect that “All funds granted have been spent consistent with the social principles of The United
          Methodist Church” will be furnished to CFA upon submission of the audit. Such reports received may be
          reported in whole or in summary form in the Conference Journal and shall remain on file in the treasurer’s
          office. An agency may be exempted (for just cause) from this reporting requirement by CFA. Note: CFA
          requests the Board of Institutions to provide regular reports (at least annually) regarding its financial
          monitoring of related institutions/programs. The financial monitoring shall include consideration of a final
          independent audit for the institution, pension plan and affiliated entities, including journal entries, the
          auditor’s management letter and any other reports of the auditors; liability insurance coverage levels;
          and the institution’s projected budget for any subsequent fiscal years, including the current fiscal year.
     F.   A carry-over of budgeted funds remaining (not including any supplemental appropriations) of up to 10% of the
          amount raised for the subsequent year will be allowed for Conference budget line items. Any carryover or
          portion thereof by this policy may be rescinded in any year in which funds are not available to meet basic
          ministry needs as determined by the CFA.




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      G.   Funds appropriated to a board or agency must be spent in the calendar year of the appropriation unless
           otherwise allowed.
      H.   Supplemental Appropriations: The Council will consider requests for supplemental appropriations in the
           following priority order:
           First Priority
           -    Salary and benefit items previously approved according to the policies of the Annual Conference or
                General Conference (i.e. Equitable Compensation Funds, staff salaries, etc.)
           -    Programs authorized and mandated by the NC Annual Conference which are not included in the Annual
                Conference budget for that financial year.
           -    Amounts required by the Past Service Funding Plan adopted jointly by the Board of Pensions and the
                CFA which are not raised by the Board of Pensions annual budget requests.
           Second Priority
           -    New creative programs to respond to emerging needs and to expand the mission of the Annual
                Conference which are not included in the Conference budget for that year. Such programs will be funded
                through supplemental appropriations only on a short-term basis.
           -    Emergency needs and programs in the life of the boards and agencies of the Annual Conference. The
                petitioning group shall make such requests in writing to the treasurer’s office at least 15 working days
                before a scheduled CFA meeting.
           Third Priority
           -    Any other type of funding requests.
           Procedure for seeking supplemental appropriations:
           1.   All requests for supplemental appropriations shall be made to the CFA President and/or the Conference
                Treasurer’s office in writing at least 15 working days before a scheduled CFA meeting.
           2.   The normal procedure for requests for supplemental appropriations will be a review by the CFA
                supplemental appropriations committee which will make a recommendation to the full Council.
           3.   If an emergency request for supplemental appropriations is received between scheduled meetings, the
                CFA supplemental appropriations committee will consider the request and direct the Conference
                treasurer to forward it to the membership via mail or email with a recommendation for action.
      I.   Interest shall be paid to/from the Board of Pensions, Insurance Fund, Blackburn Scholarship Fund, Camps
           Endowment for Maintenance, Church Extension Redevelopment, and Church Extension Salary Endowment
           funds using the rate of the conference interest bearing checking account, compounded monthly, on monthly
           average balances held by the Conference treasurer.
      J.   Retroactive adjustments for transfer or posting delays will be made to the Board of Pensions and the
           Insurance Fund accounts for earnings calculations.
      K.   Funds in excess of operational needs for the Board of Pensions and the Insurance fund are invested in the
           United Methodist Foundation, Inc. of the N.C. Conference the Board of Pensions and Health Benefits or
           other socially balanced investment funds as deemed appropriate by the Council.
      L.   In order to prevent a loss of funds due to investment risk, and in order to have funds available for emergency
           use, the goal of the Council is to maintain minimum reserve funds equal to 15% of the current operating
           budget for World Service and Connectional Ministries and the Past Service Liability. Supplemental
           appropriations from current year earnings shall follow the guidelines in paragraph H above. Supplemental
           appropriations beyond current year earnings shall follow the following guidelines: 1. If reserves are less than
           or equal to 20% of the current operating budget, then only supplements to meet payroll for existing positions
           may be considered. 2. If reserves are above 20% and below 30% of operating budget, then only supplements
           to meet payroll for existing positions, ministries and unfunded liabilities may be considered. 3. If reserves



138
   are equal to or greater than 30% of operating budget, then other requests may be considered. 4. No request may
        be considered if the amount requested would reduce reserves below 15% of operating budget.
   M.   Mailing address labels will be available for a nominal fee to conference agencies, clergy and lay members of
        Annual Conference or other United Methodists for church related uses.
   N.   CFA Meeting Schedule: The executive committee meets at the call of the President. Scheduled meetings
        are:
        June, 2008: There may be a called meeting in conjunction with Annual Conference if necessary to elect
        officers or conduct other business.
        September 2, 2008: An optional meeting to be held if necessary to consider general business matters.
        November 4, 2008: An optional meeting to be held if necessary at the call of the President.
        December 2, 2008: To consider apportionment matters and supplemental appropriations for salaries.
        January 16, 2009: To look at the shortfall and make a decision regarding paying out the general church
        apportionments. (Subject to change based on GCFA final closing date.)
        February 3, 2009: To consider the operating budget for the current year. All payments on apportionments are
        due to the Treasurer by mid-January. A report of receipts, amounts allocated to the budgeted boards and
        agencies, and supplemental appropriations are decided at the meeting.
        March 3, 2009: To consider the budget to be recommended to Annual Conference which will be raised in the
        subsequent year and spent in the year following that. Additionally, the CFA policy recommendations to the
        Annual Conference are adopted.
   O.   Dates to Remember:
        July 18, 2008: Apportionments sent to the Districts.
        September 11, 2008: Requests for the 2011 budget, to be adopted at the 2009 Annual Conference, due in
        the Treasurer’s Office.
        November 5, 2008: Requests for supplemental appropriations for the 2008 operating budget due in the
        treasurer’s office.
        January 14, 2009: Annual Conference and General Church remittances must be received by 8:30 A.M. in
        order to receive credit for 2008. (Subject to change based on GCFA final closing date.)
        January 23, 2009: Requests for supplemental appropriations for the 2009 operating budget due in the
        treasurer’s office.
        January 31, 2009: Tables I, II and III due to the Conference statistician.
VII. UNITED METHODIST PERSONAL INVESTMENT PLAN (UMPIP), and BASIC PROTECTION PLAN (BPP)
   A.   GENERAL
        1. The lay employee’s supervisor is responsible for making lay employees aware of these rules and
               procedures. Detailed information on the UMPIP and the BPP is available from the treasurer’s office.
               Supervisors will have lay employees who are eligible for these benefits contact the treasurer’s office 60
               days before they are eligible for participation, or sign a waiver form if they decline to participate in the
               UMPIP and the BPP. The form will be kept on file in the treasurer’s office for future reference.
        2.     The Conference treasurer’s office will administer the UMPIP and the BPP.
        3.     Contributions will be withheld from the employees pay and remitted to the General Board of Pensions by
               the treasurer’s office within ten business days after receiving the bill from the General Board of
               Pensions.
   B. UNITED METHODIST PERSONAL INVESTMENT PLAN (UMPIP - Effective January 1, 2006)
        1.     The lay employee must be full time (at least 20 hours per week).
        2.     The lay employee must be an employee for 1 continuous year before becoming eligible for UMPIP.
        3.     The conference contribution will be twelve percent (12%) of the employee’s base compensation.



                                                                                                                          139
           4.   The lay employee’s required contribution will be 3% of the employee’s base compensation.
                Participants in the UMPIP must be participants in the BPP.
      C.   BASIC PROTECTION PLAN
           1.   Participants in the BPP must be participants in the UMPIP.
           2.   The conference contribution will be the plan document required amount less the lay employee’s required
                contribution.
           3.   The lay employee’s required contribution will be the same as it is for clergy a set amount approixmately
                equal equal to the contribution required for clergy
                                                                                           Ferrell Blount, President




140
                        HOW TO UNDERSTAND PARLIAMENTARY PROCEDURE

                                                                                   Interrupt Speaker?

                                                                                           Second Needed?
Each time you want                  First give your name and
to do this:                         your district, and then say
                                    this:                                                          Motion debat-
                                                                                                   able?
                                                                                                           Amendable?

                                                                                                              Vote?

                          MAIN MOTIONS as tools to introduce new business

Introduce business                           “I move that…”                  no      yes     yes     yes      majority


Take up matter previously tabled   “I move that we take from the table”      no      yes     no      no       majority


Take up matter previously tabled     “I move that we reconsider...”          no      yes      *      no       majority

                              SECONDARY MOTIONS in order of preference

Adjourn                                   “I move to adjourn…”               no      yes     no      no       majority


Recess                                   “I move we recess until…”           no      yes     no      no       majority

Suspend debate                            “I move that we table”             no      yes     no      no     2/3 majority
w/o calling for vote

End Debate                           “I move the previous question”          no      yes     no      no     2/3 majority


Limit Debate                          “I move debate be limited to”          no      yes     no      no     2/3 majority


Postpone to specific time          “I move to postpone this matter until…”   no      yes     yes     yes      majority


Have matter studied further         “I move we refer this matter to…”        no      yes     yes     yes      majority


Amend a motion or substitute             “I move to amend by…”               no      yes     yes     yes      majority
                                         or “I move to substitute…”

Postpone indefinitely              “I move to postpone indefinitely…”        no      yes     yes     yes      majority


      INCIDENTAL MOTIONS grow out of the business the conference is considering

Correct error in                              “Point of order”               yes     no      no      no     Chair rules
parliamentary procedure

Obtain advice on                                  “I raise a                 yes     no      no      no     Chair rules
parliamentary procedure                    parliamentary inquiry”

Request information                               “Point of                  yes     no      no      no        None
                                                information”
                          *Yes, if the matter was debatable. No, if the matter was not debatable.

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