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 COMMUNITY OUTREACH AT FIRST UNITARIAN

Convenors’ Proposal to the Board

September 8, 2004

Rev. September 23, 2004

Executive Summary

The Convenors’ proposals for community outreach at First arise out of our discussions of the Durall report in May, June, July (2 day retreat) and August. The Convenor Team was energized by the Durall report, especially the recommendations around encouraging generosity and outreach. Members who participated in the Durall discussions (during the time he was in Toronto and afterwards) indicated that they want to see the congregation involved much more in outreach. We are committed to implementing these recommendations. They are consistent with the mission and principles of First.

The Convenors are proposing the adoption of a major outreach project each year to inspire the congregation to participate as volunteers and to donate financially. This proposal arises from the Durall recommendation to become less anxious about money and to give away 10%. The project would be funded from the operating budget through pledges and special fundraising events.

This report reviews our history of social action, current social action programs (the Rankin projects), and the recommendations made by our consultant, Michael Durall, in April 2004. It defines goals for engaging in outreach, criteria for selecting an appropriate outreach project, and a process to select a project in future years.

For this first year, the Convenors have taken the liberty of choosing a project to recommend to the congregation, so that we go into the fall canvass season with a goal already in mind. For the coming year, the convenors are proposing to the congregation that we support Habitat for Humanity in building homes in Toronto.

Habitat meets all our criteria for an appropriate outreach project for the congregation to engage in:

  • It is a project with a defined commitment (a build) and a tangible result  (a completed house)
  • It is consistent with our Principles. The operating principles of Habitat are listed on their website  http://torontohabitat.on.ca  )
  • It has the potential for members to volunteer in many capacities and to work together on a common project to build community at First
  • It has the support of all the convenors and the Board
  • Habitat has a high profile and is well-publicized in the local media. (Publicity for our project would help us attract new people)
  • Habitat is a responsibly-managed charity with strong project management
  • Habitat for Humanity offers several ways to participate. The one that the Convenors are proposing is sponsoring a home. The pros and cons of selecting Habitat and home sponsorship are outlined.

    Board response

    This report was discussed in detail at the Board meeting on September 8. The Board passed two motions, both of them carried unanimously.

    That the Board permit the initiation of a new social action project without following the Rankin process, pending a review of this process by the 2005 AGM.

    2. That the Board of Trustees

  • affirm an emphasis on social action as recommended in the Durall Report, as this is consistent with our mission statement, principles and long-standing record of social responsibility;
  • confirm the Convenors’ choice of Habitat for Humanity as the Congregation’s social action project for 2004/2005; and  invite the Congregation to commit to this program at the congregational meeting on October 3, 2004, at which all of the major Congregational financial issues will be identified.
  • Two congregational meetings

    Since the September 8 Board meeting, the Board has decided to invite the congregation to two separate meetings.

    On October 3, the Convenors will hold an information session, to give the congregation background on their outreach proposal and to provide information about Habitat for Humanity. Members will be invited to consider participation as a congregation.

    On October 17, the Board will hold a congregational meeting to consider the budget implications of the Habitat proposal and other financial initiatives for 2005. This meeting will also launch the annual canvass.

    Your Convenor Team

    Convenors are appointed for a three-year term. The team is made up of:

    Nancy Krygsman Chief Convenor

    Helen Iacovino Administrative and Property Services

    Winnie Larsen Programs (including Religious Education)

    Terry Lee Outreach and Denominational Activities

    Nancy MacTavish Member Services and Marketing

    Beth Ann McFadden Worship Services and Ministry

    Dave Tiffin Finance

    Full Report

    COMMUNITY OUTREACH AT FIRST UNITARIAN

    Mission Statement

    Social action is specifically mentioned in our mission statement (1996). One purpose of our congregation is "responsible service to and social action in our city and beyond". The key strategies to achieve this goal are "support and encouragement for individual social action, processes for defining how and when collective action can be beneficial, and effective organization to implement collective action.".

    History

    Unitarians have a long history of social action and outreach. This congregation was very active 30 to 40 years ago in the peace movement, demonstrating for civil rights, and protesting the war in Vietnam. In the last decade, we have taken stands on inclusively for the gay/lesbian/transgendered community, same-sex marriage, and disaster relief (Hurricane Mitch and the Peterborough flood). As well, individual members are involved in a wide variety of action projects, living out their faith in many ways.

    Our members tell us that they feel we did much more in the past, and they would like us to do more to demonstrate social responsibility; these views were expressed during the Durall study.

    Current social action

    This congregation already supports selected Official Social Action Projects and some Affiliated Groups. The Offical Social Action Projects are voted on by the congregation at the AGM, through what we call the Rankin Process. The Affiliated Groups are approved by the Board. These projects are entitled to the support of the congregation through access to Sunday services and after-service activities, other publicity, use of facilities, and financial privileges (including special dedicated collections).

    Several of these projects have had congregational support for many years in a row. The projects currently designated and supported are:

  • Central America (building trips to Honduras and Guatemala)
  • United Nations (UU-UNO)
  • Food and Shelter (Out of the Cold)
  • Amnesty International
  • Child Haven (orphanages in India and Nepal)
  • Additional special collection may be announced from time to time for denominational support (the CUC) or other special causes (such as the "Mind the Gap" youth initiative) to a maximum of six per year. Each one must be approved by the Board.

    The convenors support these causes and we would like to continue them for the foreseeable future, subject to annual review by the congregation.

    Durall Report

    In April 2004, the congregation engaged a Unitarian consultant to advise on increasing congregational vitality, improving the commitment of members, and fostering generosity. He found that we are reasonably healthy but have the potential to do much more. He advised us to increase our expectations of members and to cultivate the image of being a very generous church. He suggested that one way to do this is to engage in more social action. People want to give to socially useful causes, not to the operating budget.

    Of the six recommendations in his report, the convenor team has focused on three of his recommendations:

    Recommendation 2: Lessen the uncertainty and anxiety around money. Give away loose cash in the collection plate. Give away 10% of the operating budget.

    Recommendation 4: Start a New Opportunities Seed Fund for spending by empowered members, subject to the discretion of the Ministers and Board President.

    Recommendation 5: Consider the concept of the "permission-granting" church. Say yes

    to all new ideas if they fit within the mission, vision, and values of the congregation.

    This report deals with Recommendation 2.

    Follow-up to the Durall report

    The convenor team is committed to implementing the report. We want to get started and demonstrate that we are moving to adopt the recommendations.

    We have decided to start with the outreach recommendations because they have strongest support among the convenor team, and because we believe that they have the potential to inspire the congregation the most. We want to begin to build a structure to support community outreach in a larger way, and to make it easy for members to get involved.

    At the Convenor Retreat (July 17-18) at the Morrison-Reed cottage, we devoted most of our time discussing community outreach.

    The convenors have defined six goals for engaging in community outreach:

    To have a positive influence in the world

    To apply our Unitarian values

    To give purpose and meaning to our lives

    To build community by working together as a congregation for a better world

    To raise our profile in Toronto (and increase membership)

    To inspire generosity among our members.

    Our goal is to create a culture of community outreach by creating structures and a process to make it easy for members to engage in outreach, together or individually.

    OUTREACH PROPOSAL

    Members who participated in the Durall discussions (during the time he was in Toronto and afterwards) indicated that they want to see the congregation involved in a big way in social action. To do this, the convenors are proposing that the congregation identify at least one major outreach initiative per year to which we give our support.

    Projects vs. Programs

    A project is designed to address a short-term issue; it has a beginning and an end.

    Examples of social action projects we have engaged in recently are the Hurricane Mitch relief effort and the fight for same-sex marriage rights. The results can be seen reasonably quickly.

    A program on the other hand, addresses a long-term issue; there is no definable end in sight. Some social action programs we support would be the United Nations Office, Child Haven, and Out of the Cold. Change may be achieved, but it is slow.

    The convenors favour putting our support behind a project, rather than a program. People will make a massive effort for a special project, with a defined goal and an achievable result. We feel this has more potential to inspire the congregation to action.

    Criteria for choosing an outreach project

    The convenors developed 5 criteria for an appropriate outreach project:

  • It should be short-term, with a time-specific commitment and tangible results.
  • It should be consistent with our Unitarian principles and create a better world
  • It should build community at First, with the potential to involve a lot of people through direct participation, not just giving money
  • It should have high visibility in the local community, with the potential for media coverage
  • It must have the support of convenors and Board members.
  • Process for choosing a project

    In the long term, we propose a committee (5 people) to solicit ideas and recommend a selection of projects to the convenors. The committee should include the Outreach Convenor, a representative from the Social Action Coordinating Team, and a Rankin project representative. The convenors would take recommendations to the Board (or directly to the congregation) for support.

    For the first year, the Convenor Team has proposed a project to get us started. We want to have a major project approved and publicized before the annual canvass this fall.

    We selected a project based on the five criteria listed above. Because time is short and there is no time to thoroughly vet a good cause, we added two more criteria: the project must be already up and running, and it must be managed by a responsible organization with high visibility in the community.

    Rankin Process

    This congregation already has a process and a structure to support social action. We call it the Rankin Process and we collectively vote to designate a limited number of projects and programs around which to focus congregational support, financially and through our collective energies. The convenors do not question the value of our present social action projects. We support them, and we foresee that their potential may be tapped in order to increase the congregation’s commitment to them in the future.

    We would like to see the congregation’s social action projects be more visible to the congregation. At the same time, we would like to create a culture for social action that would engage the congregation as a whole and provide many opportunities for direct participation.

    The existing Rankin projects, worthy as they are, did not meet our criteria for an appropriate social action project to pursue this year, for the following reasons:

  • They are programs (long-term) rather than projects with a short-term outcome (with the exception of the Central America Project)
  • They do not lend themselves to hands-on group participation. Not everyone can travel to Central America or India or New York to engage in them.
  • They do not have strong visibility in our local community (with the exception of Out of the Cold)
  • Community Outreach Project for 2004-2005: Habitat for Humanity

    The convenors have chosen to support Toronto Habitat for Humanity.

    Habitat for Humanity meets all our criteria:

  • It is a project with a defined commitment (a build) and a tangible result (completed houses)
  • It is consistent with our principles (1,2 and 7). The operating principles of Habitat are listed on their website http://www.torontohabitat.on.ca/web/operating_principles )
  • It has the potential for our members to volunteer their time in many capacities and to work together on a common project (as well as to donate money)
  • Habitat has a high profile and is well-publicized in the local media
  • It has the support of all the convenors and the Board
  • Builds that we could participate in are already underway in Toronto
  • Habitat is a responsibly- managed charity with strong project management
  • It builds on our current interests in affordable housing (Food and Shelter Committee) and our experience with construction projects (Central America)
  • About Habitat for Humanity

    Habitat for Humanity is an international organization which builds affordable housing to help low-income families realize their dream of home ownership. They operate in many countries and will this year build their 500,000th home. They have a strong project management system that relies on donations of money and of gifts in kind and on volunteer labour. Toronto Habitat for Humanity has been building homes here for the last few years. This year, they are building 51 homes in Toronto, including 40 in Scarborough that are now under construction. In 2005, they will be completing their 100th home here.

    Homes are a joint venture among potential homeowners, business, and volunteers. Homeowners are expected to invest 500 hours of volunteer work in Habitat towards their new home. Habitat holds the mortgage on their homes (at no interest) and the mortgage money is re-invested in building more homes.

    Habitat for Humanity is a Christian-based organization, but their principles are entirely compatible with our UU beliefs. Their operating principles begin with:

  • Vision of justice: Habitat for Humanity embodies a vision for all people that is rooted in the Judeo-Christian tradition, but is all-inclusive of faiths, belief’s and family make-up.
  • Inclusiveness: Habitat for Humanity is non-discriminatory, inviting people from all social, ethnic, religious, and economic backgrounds to work together.
  • Options for participation

    The convenor team invited, Adrienne Finlay, the Faith Relations Coordinator of Toronto Habitat for Humanity, to attend a special convenor meeting in August. We held an informal discussion about ways congregations can contribute to Habitat.

    There are three ways to show support – by volunteering, by financial contributions, and through sponsorship of a home.

    Volunteering. Habitat projects lend themselves to participation by groups in a variety of capacities. While the main activity is obviously building, other activities can include providing lunches, documenting the activities through photography, running errands, etc.

    There may also be opportunities to volunteer at the Habitat Re-Store, their used building materials shop, or by serving on Habitat committees.

    Financial support. There are three ways to make a financial contribution as a congregation.

    Participate in a Day Build: up to 30 people can work on a build together for a day, for a $50 per person contribution. Habitat supplies lunch and a T-shirt.

    Contribute to a Circle of Faith home: A donation of $2500 can be pooled with similar donations from other faith groups (24 in total) to sponsor one home.

    Sponsor a home. Fund a home through a contribution of $60,000, plus supply volunteer labour to help build it. This would then be designated as a Unitarian-built home.

    The convenors’ choice: Sponsoring a home

    The convenors discussed the three options. There is enormous enthusiasm and excitement among the convenor team around option 3: sponsoring a Unitarian home.

    The convenors voted unanimously to recommend the option to raise $60,000 to sponsor a house that will be completed in the winter of 2005, to involve the congregation in the build, and to seek participation from other UU congregations in the GTA.

    This would involve signing a memorandum of understanding with Habitat. There would be a sponsorship briefing in advance of this to clarify expectations. This agreement would commit us to work towards raising $60,000 over the next year, but it is not binding.

    We envisage working together as a group on a single home for a couple of days. There are opportunities in November/ December /January to work on houses that are nearing completion on indoor, low-skill jobs such as painting and finishing. These houses would be dedicated in February 2005, and the families would take possession in May 2005.

    We have contacted our colleagues at Neighbourhood Congregation and Don Heights to see if there is interest in joining us. Habitat already has contacts with people from these congregations. Kalvin Drake has indicated that he is willing to help with contacts in other nearby congregations. We would welcome this opportunity to build ties with other congregations through a joint venture.

    Risk analysis

  • The agreement with Habitat is not binding.
  • We have a year to raise the funds; it is not necessary to pay the whole amount before the home is completed.
  • We plan to hold fundraising events throughout the year.
  • We need to make it clear to members that this is above and beyond their commitment to support the operations of First.
  • The approved social action projects (Rankin) may feel they are in competition for funds. We need to make it clear that we still support their causes and they are still entitled to special collections. A new congregational focus on outreach may raise awareness for all the projects.
  • Measuring success

    We will measure the success of this project through:

  • Pledging (total pledges and increases in average pledges)
  • Meeting our commitment to raise $60,000 through pledges and fundraising
  • Participation rate of the congregation in the builds and related activities
  • While one of the goals of our social action is to attract new members, there will be no immediate impact on membership. It takes time to build a culture of social action and generosity that will attract new people and engage the present membership. However, we hope to get some publicity from sponsoring a Unitarian house.

    Communication plan

    Good communications with the congregation are essential to the success of this project. The convenors have developed a draft communication plan. It includes communicating with the Board, CEO Team, congregation, other congregations, the CUC, and the public.

    Congregational meeting

    We are proposing a special service on October 3 to introduce the theme for the year "Building Community" and a congregational meeting after the service to. The purpose would be to:

  • Describe the proposed new directions in outreach
  • Provide information on Habitat for Humanity
  • Invite the congregation to support the Habitat project and to participate in it
  • Launch the theme for the year: "Building Community"
  • In addition, we propose a congregational meeting two weeks later. Last year’s pre-budget meeting on November 30 was very helpful in the budget process and much appreciated by the congregation. We recommend that a congregational meeting be held each fall with a similar theme. The purpose of the second meting would be to:

    1. Describe the dreams of the Convenors and Board for the coming year

    2. Get an indication of congregational support for the proposed new programs

    3. Launch the annual canvass

    We see the outreach project as being closely tied to the annual canvass. The Rankin Projects are largely funded through a special collection (on top of the regular Sunday collection) one Sunday per year, and through their own fundraising initiatives. We propose that the major community outreach initiative(s) for the year be funded through the operating budget: primarily from pledges, but also from fundraising events.

    We want to demonstrate that the leadership of the congregation is dedicated to implementing the Durall report, excited about community outreach, and committed to the Habitat for Humanity project.

    Pros and Cons

      Pros Cons
    1. The proposal demonstrates action to implement the Durall report The Board has set no goals or strategy for implementing the Durall report
    2. The proposal launches a vision of outreach that is consistent with the congregation’s mission statement and values (principles) The proposal is a major change in direction for the congregation which merits full congregational participation
    3. The congregation has a worthy outreach project to begin our new vision of social action chosen on the basis of pre-determined criteria The choice of an outreach project was made by the convenors without a process to consider proposals from the congregation
    4. The congregation has a worthy social outreach project to inspire the congregation to give generously to the canvass The canvass may fail to realize enough money to support the project. The amount of money needed to sponsor a house is more than 10% of the operating budget, which is what Durall suggested we give away
    5. The expansion of our program of outreach will satisfy the desire of members to be more socially responsible; the new focus on outreach will help all social action efforts The decision to support a new outreach project may threaten the success of the projects already approved through the Rankin process and voted on by the congregation
    6. Habitat is rooted in the Judeo-Christian tradition but is inclusive of all faiths. We have successfully worked with religiously tolerant Christian organizations in the past (e.g. World Accord in Central America) Habitat is a Christian-based organization
    7. We cannot predict whether the proposal will have the results predicted by Durall, but we will never know if we don’t try. The new direction is a risk
         

     

    CONCLUSION

    Board response

    This report was discussed in detail at the Board meeting on September 8. The Board passed two motions, both of them carried unanimously.

    That the Board permit the initiation of a new social action project without following the Rankin process, pending a review of this process by the 2005 AGM.

    2. That the Board of Trustees

  • affirm an emphasis on social action as recommended in the Durall Report, as this is consistent with our mission statement, principles and long-standing record of social responsibility;
  • confirm the Convenors’ choice of Habitat for Humanity as the Congregation’s social action project for 2004/2005; and
  • invite the Congregation to commit to this program at the congregational meeting on October 3, 2004, at which all of the major Congregational financial issues will be identified.
  • Two congregational meetings

    Since the September 8 Board meeting, the Board has decided to invite the congregation to two separate meetings.

    On October 3, the Convenors will hold an information session, to give the congregation background on their outreach proposal and to provide information about Habitat for Humanity. Members will be invited to consider participation as a congregation.

    On October 17, the Board will hold a congregational meeting to consider the budget implications of the Habitat proposal and other financial initiatives for 2005. This meeting will also launch the annual canvass.

    Your Convenor Team

    Convenors are appointed for a three-year term. The team is made up of:

    Nancy Krygsman Chief Convenor

    Helen Iacovino Administrative and Property Services

    Winnie Larsen Programs (including Religious Education)

    Terry Lee Outreach and Denominational Activities

    Nancy MacTavish Member Services and Marketing

    Beth Ann McFadden Worship Services and Ministry

    Dave Tiffin Finance

    August 31, 2004

    Rev. Sept 23, 2004

     

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