Category: site redevelopment

UCV Demographics and Pledge Potential (DAPP) Report 2019

Executive Summary

In late 2018 the UCV Board asked interested volunteers to work together to provide some commentary on UCV’s demographics and pledge potential in the context of 2018-19 site development studies led by Michael Clague and Gordon Gram. Over the December 2018 to March 2019 period, a small group examined selected membership data provided by staff and began to examine other web-based resources on demographics and religious organizational trends. The resulting report provides a first analysis of data gathered and makes recommendations for the future.

Findings

  • Donations to UCV averaged $467,186 per year over the past decade excluding bequests but including capital donations. Annual variations have been sizeable. With inflation considered, the total value of donations has declined over the decade.
  • 21 bequests totaling approximately $132,000 were made to UCV over the past decade. The value varied widely year to year as did the size of the individual bequests.
  • Donations increased substantially at times when major capital improvements were being made.
  • The median donation in 2018 was $500 and the average donation was $1,041. Donations in 2018 were the lowest in a decade, totaling $375,734. However, this amount did exceed the $330,000 planned for achieving a balanced budget. A balanced budget also relied on rental and investment revenue. [**See note at bottom of page regarding 2019.]
  • A small number of donors have contributed most to the finances of UCV over the decade. In 2018 forty-two donors (12%) donated 50% of the funds and 319 donors (88%) donated the other 50%.
  • In 2018 the ten top donors (3%) donated 24% of all donations.
  • The ten top donors in 2018 were resident in eight different postal code regions of Metro Vancouver. Three of these resided in Point Grey. The others were, in alphabetical order: Dunbar-Southlands, Hillcrest, Kitsilano, New Westminster, Sunshine Coast, Victoria-Fraserview, and West End.
  • Postal codes were available for 99% of donors. Dates of birth were available for only 18% of donors.
  • Unitarian Universalist congregational membership declined approximately 21% in the USA and 19% in Canada over the period 2005-2015.

Recommendations for UCV

  1. Re-establish and animate a Legacy or Planned Giving Committee to help ensure that UCV members are giving consideration to recognizing UCV in their wills and in annual pledging. Bequests have been a significant source of funding for UCV and could grow as members of UCV age and die. Generous annual pledging is the heart of the church’s financial support.
  2. Give moderately high priority to adding birthdates to the church membership database (Breeze) to facilitate future planning for age-based services, donor planning, and ministerial transition.
  3. Continue to participate, animate, support, and celebrate the work of all Committees and Groups to foster a healthy and generous congregation. Membership and participation matter.
  4. Continue to call highly skilled professional ministers and religious educators. Churches in Canada with this feature seem to do better than those without.
  5. Thank our most generous donors.
  6. Consider asking generous donors to project their capacity to support the church in the future.

See the full 9-page report here: UCV Demographic and Pledge Potential Report – 20190308 Rev A

A site development report providing business plan options and other issues identified to date was distributed at a UCV Forum on 8 May 2019 and afterwards in the church. PDF copies of this report can be obtained by email from Gordon Gram (gordongram@me.com) or Michael Clague (Michael@clagueconsultants.com).

A group of congregants interested in discussing issues related to site development met as a Circle of Concern on 1 Mar 2019 and identified a number of areas needing further consideration. These issues of concern are summarized on this website here. Another forum for discussion of all three of these reports (Circle of Concern, Site Development, and Demographics and Pledge Potential) has been scheduled by the Circle of Concern for 12:30 – 2:30 pm, Sunday 26 May 2019 in the Fireside Room.

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** As of mid May 2019, the average pledge by members and friends of UCV for 2019 was $2,023 per pledging unit (family or individual), and the median (middle point) pledge was $1,500 per pledging unit. Historically, pledge values have been slightly lower than actual donations. The church also has many “casual donors” who receive tax receipts for small donations. This partly accounts for the difference in value of 2019 median pledges and the 2018 median donations.

REDEVELOPMENT?? Update and next step

 

A small group of congregants who felt that their views, and perhaps the views of other congregants, were not clearly reflected in the current UCV redevelopment process and plans met together on March 1 to share their questions and concerns. They identified over 15 concerns and wondered how many others in the congregation had similar questions or concerns. The result was the Listening Circle forum after the March 31 service.

At least thirty-five people attended this Listening Circle forum. Some oppose the redevelopment project, but most are undecided and have some concerns or ambivalence about the current redevelopment project and process. At least five did not express any concerns about the project and several expressed confidence in the current redevelopment process and the redevelopment team.

The 3 page report from this Sharing Circle, based on the flipchart notes from the forum, identified eight categories of concerns that meeting participants shared. This report was presented first to the Board and then to the Redevelopment Committee. It is now being shared with the full congregation. You can get an electronic copy here [Mar31 Sharing Circle report], or a printed copy in the foyer of the sanctuary at Sunday services on May 12, 19, or 26, or in the office.

There was considerable support at the March 31 forum for a followup workshop to extend this conversation to include more congregants and to explore the concerns and issues in more depth. The Board supports this followup workshop.

Please join us in the Fireside room on Sunday, May 26 from 12:30 to 2:30 pm at a Site Redevelopment Circle of Concern Workshop to share any issues or concerns you have about the current redevelopment project and process and to explore these issues and concerns in more depth. If you cannot attend on May 26 but still want to be heard, please send your comments to Rob Dainow at rdainow@gmail.com or (604) 523-0123.