2016 Convention Address

The body does not consist of one member, but of many. . . If one member suffers, all suffer together it; if one member is honored, all rejoice together. We are the body of Christ, and individually members of it . May we strive for the greater gifts and allow God to show us a still more excellent way.
I Corinthians 12:26-31

 My friends in Christ:

I am overjoyed to be with you in this sacred place. If this is your first Diocesan Convention, we’re so glad that you’re here. If you are a seasoned member of this diocesan community, we’re grateful for your faithfulness. Would you take a moment and say to someone near you, “I am so glad you are here!” On behalf of all, I thank the Rev. Sari Ateek for his inspired preaching and the Theodicy Jazz Collective for their amazing music. Andy Barnett will be with us all week and Theodicy will be back next weekend for three music events, culminating in the Absalom Jones service with Presiding Bishop Michael Curry on Sunday afternoon.

It’s good to be back in our beautiful Cathedral, and we’re trying a new format. For two years we were at Reid Temple, a site that easily accommodated workshops as part of Convention. We came back to the Cathedral for a one day Convention based on your feedback. Many of you told us that the workshops offered were valuable, but that there wasn’t enough time at Convention to sufficiently engage the subject matter, and that the people who would most benefit from the workshops weren’t necessarily Convention delegates. So this year we’ll offer two Leadership Days in late February and early March so that your leaders can pick most convenient site and engage subjects most helpful to them. We’ve assembled an awesome team of teachers and facilitators from around the diocese and the country. That’s all coming up ahead– inspired worship with our Presiding Bishop, and practical resources to assist you in leadership and ministry.

But we’re here today, taking up the governance responsibilities of church.

We are here, each one of us, because at some point in our lives we made a commitment to follow Jesus. It might have been a conscious decision or a gradual awareness. Regardless of how it happened, we are here because of Jesus.

We are here, each one of us, because we have found a spiritual home in the Episcopal Church. Perhaps it’s always been your home, or perhaps you discovered the Episcopal Church along the way. Regardless, we’re all are here because we’ve chosen, or God has chosen us, to be part of this “particular branch of the Jesus Movement.”  

And we’re here today as stewards of the faith. We’re the ones God has entrusted with responsibility to be the Episcopal Church in our respective communities. It’s a sacred trust and I’m honored to share it with you.

This is what I have on my heart to say to you: We have come to a decisive moment as the Episcopal Diocese of Washington. I have come to a decisive moment as your bishop.

It’s been four years since you blessed me with the greatest vocational gift and challenge of my life, to serve God and the people of this diocese as bishop. We’ve spent the last four years getting to know each other. You’ve been kind, supportive and inspiring. I’ve grown to love you; I’m honored to serve you; and I gladly give my whole heart to this work. God willing, we will share this ministry adventure for years to come.  

The first four years have been devoted to building relationships and trust. You blessed me with the role of leadership at my election, but I have to earn your trust, which only comes with time and shared experience. Based on the priorities you articulated during the transition between bishops, we’ve redirected diocesan resources and staff toward the areas that matter most now: congregational vitality, resources for discipleship and spiritual growth, equipping leaders, and the work of justice that we share as those who follow Jesus. Together we’ve undertaken an evaluation of ministries funded and managed at the diocesan level. That includes campus and young adult ministry, Latino ministry, ministry among the deaf; diocesan-level youth Ministry and Camp EDOW, and diocesan support for the Bishop Walker School. In these areas and more we’re doing good and important work together.

Thus we’ve come now to the end of our first season of shared ministry We’ve articulated key priorities and assessed core ministries as reflected in the diocesan budget. I’m no longer the new bishop. And we’ve arrived at a decisive moment as we turn our gaze to the next four to five years, and the five years after that.

The last six months have been a time of prayer and soul-searching for me. We’ve had many discerning conversations across the diocese. I continue my study of Christian communities that are thriving in the cultural and spiritual contexts in which we live. And there are many all around us from whom we can learn.

Like you, I love the Episcopal Church. For years, I’ve felt a claim on my heart to do all in my power to ensure that our faith communities learn to thrive, to sufficiently adapt and engage the world around us so that more people might experience Christ through the treasured spiritual insights and expressions of our church.

There’s no guarantee that we will succeed in this adaptive work. Some of our congregations will succeed, but how many? Almost all will continue to exist, but how many will thrive? And what might we do now to ensure that as many of our congregations adapt and thrive, so that in five or ten years we are stronger as a church than we are now, with greater capacity to fulfill the vision of church that God has entrusted to us?

Having served as your bishop for four years, this is what I know: 

  • The challenges before us are bigger than any one congregation can meet on its own.

  • The opportunities before us are greater than any one congregation can fulfill on its own.

  • The vision entrusted to us is larger than any one congregation can realize on its own.

For these reasons, among all that we will undertake at this Convention, there are two main tasks before us. First, I ask you to approve a change in our governance structure that would rename, realign, and re-invigorate our regions as the foundation for increased collaboration; and second, to approve a diocesan budget that reflects a shared commitment to our common life and devotes an unprecedented level of resources to increasing congregational collaboration and financial health.

These are important decisions for a decisive moment. By far the most interesting stories in the Bible are of people at decisive moments–people who make a choice to respond to challenging circumstances or to do something brave. The decisions they made, in faithfulness to God’s call, had life-changing implications for them and for others. Think of Ruth, as a young choosing to follow her mother-in-law, Naomi, to a foreign land with these words, “Do not press me to leave you or to turn back from following you! Where you go, I will go; Where you lodge, I will lodge; your people shall be my people, and your God my God.

Or in the gospels think of the young boy standing among the hungry multitudes who offers to Jesus what he has–five loaves and a few fish. When common sense and self protection would say, “hold on to what you have,” the boy chose to give and through his gift, the multitudes were fed with baskets left over.

Decisive moments are times at which critical need and exciting opportunities come together. They are every bit as holy as experiences of unanticipated grace that just seem to happen, uninvited and unplanned, as signs of God’s love. Decisive moments are also grace, but they don’t just happen. As the word implies, we have a decision to make. And that decision has far-reaching implications, for it is based on a vision for our future that we dare to believe God wants for us.

Back when I was member of the CREDO faculty, an organization that provides wellness retreats for Episcopal clergy, I used to guide people through a seemingly simple, yet courageous process of personal self examination. It went something this:

  1. Start with an honest assessment of where you are right now.

  2. Follow the trajectory if you made no changes to the most likely outcome.  

  3. Ask the question: What might God’s preferred future for you look like?

  4. Identify steps you can take now to move toward God’s preferred future.

In any life assessment, it’s important to start with all that is good and strong. But as each of us has potential for great things that we cannot accomplish on our own, we need to take steps toward areas of great potential–they don’t just happen. Each of us has struggles in life that we’d rather ignore. And in the demands and distractions of life, it’s easy to go on autopilot, moving from one day to the next without sufficient thought for the future. But what are the consequences of not putting ourselves in places of great potential, and for not tending to the things we’d rather avoid? It takes real courage to stop and ask the question “If I continue in this way where will I likely end up?” And then when we ask God for help to envision a different potential future that we could move toward? That opens us to the possibility of a decisive moment of grace.   

To use a similar process for our congregations is at the heart of strategic planning. All of our congregations are blessed with strength in some areas of ministry, and admittedly, some have more strengths than others. But all have places of untapped opportunity and unrealized potential. All have blind spots and barriers to growth. And while there is enough to occupy our attention and keep very busy at what we’re doing now, if we don’t address those areas of untapped opportunity, unrealized potential and untended challenges, we can predict with considerable accuracy what the future will hold.

Looking across the diocese, there is so much to celebrate and ample reason for hope. We have good reason to love our church. I’m proud of what we’ve accomplished together.

For example: We’re in the third year of a new ordination process for the priesthood, and this year launched a long awaited ordination track for deacons. Last October, we approved 15 people as postulants and they have begun their education and formation process. By the end of next year, first cohort of deacons will be ordained for ministry throughout the diocese. We have been blessed by those who have worked on the deacon’s initiative and we give thanks to God for those are saying yes to this servant ministry.

Our multicultural ministry has also deepened in the four years. Our Spanish speaking congregations, with a long history of collaboration, have undergone many changes in recent years. Three are entirely supported at the congregational level, and the remaining three are on a path to self-sufficiency, including one of our largest congregations, St. Matthew’s/San Mateo that regularly draws 500-600 people for  worship.

Clergy of multicultural congregations continue to meet regularly, and as part of the Leadership Days in February, over 50 lay and clergy multicultural leaders have committed to a two-day workshop with the Rev. Eric Law and the Kaleidoscope Institute. Kaleidoscope has a proven track record for improving and strengthening multicultural congregations within the Episcopal Church.

Without question, one of the important times in the life of a congregation is during clergy leadership transition. It’s also the time that you both expect and need to be well supported by your diocese. This is a high priority, as it is one of the most significant ways that as a diocese we invest in one another. In the last four years 48–over half–of our congregations have experienced or are experiencing now clergy transition.

Among those in right now is Washington National Cathedral, and as you may know, I am serving as interim dean. It was a decision made in consultation with Diocesan Council, the Standing Committee, Cathedral leadership. Among the many reasons I felt God calling me to this work is to strengthen the ties between the cathedral and the diocese. This Cathedral is a treasure for all of us, for the wider church, and for our nation. And in partial compensation for my time, the Cathedral is contributing $75,000 (above its annual gift) to the diocesan budget.

There is much to celebrate and give thanks for in the Diocese of Washington. God is good. Jesus is Lord. The Spirit is here. And many are working very hard in faithfulness and love. And yet, I ask myself almost every day, if we continue on the path we’re currently on, what does the future hold? If we follow the trajectory of our 88 congregations on the course we’re on now, what do we see?

Certainly some of our congregations will be stronger in the next 5-10 years, with greater capacity to serve Christ’s mission in the future. But some will continue on a path of steady decline. Most, despite lots of hard and faithful work, will plateau either where they are now or at a slightly larger size. Thus, even with our best efforts, the trajectory of congregational growth suggests: Some growth. Some decline. Most plateau.

I believe that God has a preferred future for the Episcopal Church, and it beckons us. It is a future in which all of our congregations are vibrant, strong gatherings of people who have experienced the mystery of faith–a palpable sense of God’s love for them, a transformative experience of the Risen Christ. It is a future in which our congregations are bursting at the seams with people deeply engaged in Christian practice–prayer and Scripture study, hospitality and peacemaking, loving God and neighbor, serving their communities and working for justice in our land. In God’s preferred future, we are raising up children in spiritual confidence and honoring elders for their wisdom. In God’s preferred future, our worship is joyful and our people are singing. In God’s preferred future, we are known in our communities for showing up and really caring for our neighbors and for refugees.

There are signs of this preferred future all around us. The seeds of that future are planted and taking root in our soil. But the challenges are bigger than any congregation can meet on its own; the opportunities are greater, and the vision entrusted to us is larger than any one congregation can realize on its own. We need each other.

I propose that we take the time in the next season of our life together–in the next four years– to take stock of  key areas of congregational vitality, and do that work in collaboration with one another, rather than individually; that we take time to assess the changes of the world around and within the church together, not alone; that we learn together who our neighbors are, what God is up to in their lives, and how we might know and love them for their sake and for God’s.

Many of our congregations are already in the midst of good, strategic, discerning work. But most are doing that work in isolation, as if they were the Episcopal Church alone and everything about their future rested on their shoulders alone. As if the eye said to the hand, “I have no need of you.”

If we continue on that path, at best we would have 88 separate strategies for the future, which doesn’t feel like the best stewardship of our planning efforts. For surely we are stronger together than alone. We are surely wiser together. We see more possibilities together. Together we can share wisdom and learning, and pool our resources. Together we can wisely allocate diocesan resources with strategic vision, no longer responding to each need or request for support in isolation.    

That brings us to the first of our two key decisions for the day:  voting on the new regional structure we discussed in a series of meetings this fall.  In the proposed structure, we would divide the diocese into eight geographically based and named regions from which strategic work could take place, building upon the good work already undertaken in many of our congregations and considering the commonalities of a given mission terrain.  

The new regional structure doesn’t discourage other relationships as the basis for mission and ministry. It would simply be a foundation for collaboration, linked to our governance and representation. Once established, the regional bodies could exercise real authority in establishing priorities and allocating resources. When, in 2017, we ordain the first of two cohorts of deacons, their ministries could be part of the regional structure, significantly increasing collaborative ministry possibilities. Each region would elect representatives to Diocesan Council with real authority and accountability back to the regions for decisions made at the Diocesan level. It will take time and effort to build these relationships. Yet the potential for fruitful ministry seems so much greater than if we continue on the individual paths we’re on now. I ask you for your support and commitment to the collaborative ministry process that we can create together.

The second decision before the convention is passage of the diocesan budget for 2016–our statement of shared commitment. This budget is unique compared to other years in that it includes a one percentage point increase of normal operating income from all congregations currently not at a ten percent tithe. Naturally, that is aspirational, but it is also critical.

If, as Jesus taught us, money reveals what we value, we have cause for concern. In the year 2000, the diocese moved to an all-voluntary giving policy, with an understanding that each congregation would work toward a 10% tithe. Most made an effort toward the tithe, I’m told, until the economic troubles of 2008. While the economy has improved, many of our congregations are still struggling financially. Last year 6 of our 88 congregations tithed to the diocese; 22 gave three percent of their income or less. The average is 5 percent.  As a diocese, we’ve come to expect that low level of giving as a symptom of the financial vulnerabilities in many of our congregations.

There are other reasons for low investment, if we’re honest. For some, it reflects a lack of engagement with diocesan ministries, for others, a lack of confidence that the money is wisely invested. For others it is the historical legacy of a breakdown in relationship with diocesan leadership. For most, it’s  simply the understandable desire to take care of parish needs first. I was a rector for 18 years–I remember.

But we’re at a decisive moment now, all of us, and I am asking you to raise your commitment, not to me, not to “the diocese” as some far off entity; but to one another, and for the possibility of greater fruitfulness for us all.

I ask this in full awareness of the financial challenges your congregations face. Addressing those challenges is now a top priority, not for the sake of the diocesan budget, but because of what it means for congregations. We need a financial strategy, a plan to address the shortage of funds that is constricting ministry possibilities and hampering efforts for growth.

For if we follow the trends and look ahead five to ten years, the issue of financial vulnerability becomes even more compelling. Many of our congregations are dependent on one or two disproportionately high pledges to make budget; most have an aging membership base; and some are dipping into the reserves of endowments to pay the bills. For many, the cost of maintaining expensive, energy inefficient buildings completely overwhelms other ministry imperatives.

I don’t believe that financial struggle is our destiny. There are ways to grow stronger, financially, linked to our mission. Other churches and nonprofits are raising money to great success. We can learn from them.

But first we need to talk about money. This year I’m initiating a different kind of money conversation, not based in email or at phone calls, but face-to-face engagement. We’ll start with congregations who tithe or are making a percentage point or significant increase, to express our gratitude and learn how best to partner together. Then we’ll talk with those who cannot or choose not to meet the one percentage point increase, so that we might better understand the financial challenges you face and explore strategies to address them. This will be a relationship strengthening exercise, to heal old wounds where they linger and begin to write a new chapter of ministry together.  

All the increases in revenue from the tithe or one percentage point increase will go to enhance the financial health and strength of our congregations. The 2016 budget proposes investing new resources in three ways that Council moderator Maureen Shea will explain those in detail later this morning, that we discussed at regional meetings, that I wrote to you about last week, and can found in the narrative budget in your packet.

The 2016 budget recognizes that not all congregations can or will choose to meet the requested increase in giving. Thus, our categories of investment are contingent on what you actually give. I’m determined to make you proud to support our common mission, committed to invest in the ministry we share, and with demonstrated fruitfulness for that investment.

Those are our two major areas of business, and today’s votes are decisive. But they are not entirely new things. What I am asking you to consider with your votes is already happening across the diocese.

Congregations have also begun to respond generously to the 2016 budget. For 2016 so far, we have received 34 pledges, 28 of which are increases. 5 have committed to the tithe; 11 to the one percentage point increase.

And there are established and new examples of collaboration across the diocese:

  • Parishes in Capitol Hill are actively engaged with one another to serve a common neighborhood — collaborating in programs and liturgies to share the load and increase the joy.

  • Georgetown parishes are actively working — not only together but also with other faith leaders — to address homelessness and other neighborhood needs.

  • Our parishes in Central Montgomery County have covenanted with Canon Joey Rick to begin this month developing a common strategy and discerning a specific financial plan to accomplish it. Leaders from the congregations in Central Prince George’s county expressed a strong desire at our December gathering to do something similar.

  • Three congregations came together last summer to sponsor a joint youth mission trip. Next summer, there will be five parishes participating.

  • Some parishes in leadership transition are asking whether it makes sense for them to share clergy. That’s already a success in Charles County, and parishes in St Mary’s and Montgomery County are in various stages of considering it. Clergy in southern Maryland are known for their collegiality and deep friendship.

  • The various campus ministries have begun to think of themselves as a team that last month they decided to create a “Campus Ministry” banner instead of one banner for each university.

In closing, I’d like to remind you of another decisive moment from the gospels. The Gospel of John tells of a time when what Jesus had been teaching was so hard that  many of those following him decided that they had had enough. According to the text, they simply left and “no longer went about with him.” In that demoralizing moment Jesus turns the twelve–those closest to him–and asks. “What about you? “Do you also wish go to away?” Speaking for the twelve, Peter replies, “Lord, to whom would we go? We believe that you hold the words of eternal life We have come to believe and know that you are the Holy One of God.” They had come too far to turn back. Their lot was with him.

Friends, there is no doubt in my mind that you have cast your lot with Jesus and I hope that you know that in faithfulness to him, I have cast my lot with you. I feel your affection and devotion to me.

Today, through our prayers, deliberations, and decisions the question we are grappling with at the heart of this Convention is: Will we cast our lot with one another? Can the eye say to the hand, “I have no need of you?” We are part of the body of Christ and individually members of it. We are the Episcopal Church in Washington, DC, and in the Maryland counties of St. Mary’s, Charles, Prince George’s and Montgomery.

We have come to a decisive moment. May we walk toward God’s preferred future together.

Amen.

Daring Greatly

Congratulations on the theme you have chosen for our time together this evening. Well done on that. “Engaging a changing world with an enduring faith in Jesus Christ.” In many ways, I think you have described concisely what is the nature of our work. You have described both the challenge and opportunity for us as individuals and as a church. You have bookended the theme wonderfully with “engaging a changing world” on the one end, and the changelessness of Jesus Christ on the other end. What links those two ends- those two ideas- is what is in the middle. That is… “with an enduring faith.” One way that God reaches out to the world is through God’s church, that is, you and me.

With that said, when I consider the changing world, enduring faith, and Jesus Christ, two things come to mind: First, the words of the tenth chapter of the Book of Hebrews, “Así que no pierdan la confianza, porque esta será grandemente recompensada,” “Do not, therefore, abandon that confidence of yours: it brings a great reward.” And then there are the words from President Theodore Roosevelt’s speech delivered in Paris in 1910. He said, “It’s not the critic who counts, not the man who points out how the strong man stumbles… the credit belongs to the one actually in the arena…who actually strives to do the deeds… who at the best knows the triumph of high achievement, and who at the worst, if he fails, (if she fails) at least fails while daring greatly….” With those two texts in mind, the title of my address is Daring Greatly.

Read more…

Latino Ministries: a New Chapter

… to him who by the power at work within us is able to accomplish abundantly far more than all we can ask or imagine… 

–Ephesians 3:20

Members of the congregations of Misa Alegria of St. Stephen and the Incarnation and Church of the Redeemer have been meeting for bilingual conversation around a book called Enrique’s Journey—the harrowing adventure of a young boy’s coming north from Honduras in search of his mother. The book has served as a springboard for sharing the stories of our lives. One evening the group of 25 or so listened in rapt silence as Santos told his story— the arduous desert crossing in the black of night, hovering helicopters with searchlights and men with dogs, a fearful scattering and then suddenly before him…a cleft in the rock. An unexpected grace. El Señor es mi fuerza, mi roca y salvacion. The Lord is my strength, my rock and my salvation. After a time of reflection, one of the woman in the book study group confessed that she had never been particularly interested in Latin America and had never known much about the plight of Central Americans. She exclaimed, “My eyes have been opened and I am filled with respect and love.” This is just one example of how hearts can be changed when we choose to engage a changing world with an enduring faith in Jesus Christ.

Late last summer, Bishop Mariann asked me to become part of her mission team as Transitional Latino Missioner following the departure of Simon Bautista. Bishop Mariann asked me to help open a new chapter of Latino ministry. In Chapter One, we experienced the excitement of stellar growth and new congregations. Chapter Two must be about sustaining that which has been planted and building a solid platform for stability and future growth.

With all its shining success Latino Ministry in our diocese is a vulnerable and complex ministry that needs commitment and a plan. To this end, we have convened the Latino Ministry Working Group. The Working Group includes eight members, both lay and ordained persons, with representation of three of our six Latino congregations. Bishop Mariann and Canon Paul Cooney have standing invitations to attend.

The Working Group has begun to study our Latino congregations and to examine the strengths and weaknesses. We are seeking clarity around three priorities: increasing financial sustainability going forward, wise investment of precious resources, and a platform for the future which will include establishing covenant relationships between congregations, building bridges between diverse cultures to increase the bonds of mutual affection, and understanding and strategically responding to current and anticipated demographic shifts and cultural trends.

The work to increase financial sustainability and invest our resources wisely has already begun. In a number of Regional Assembly meetings, some concern was expressed that the proposed 2015 budget for Latino Ministry reflects a decrease in spending of $59,848. This change is almost entirely due to the fact that the position of Latino Missioner is now a part time position and my ongoing ministry at St. Stephen and the Incarnation has been reduced from a ¾ time to a ½ time position. These changes have helped us reduce our draw on finite reserves from $135,272 in 2014 to $80,000 in 2015. I believe this change represents a positive step toward greater sustainability of our Latino ministry program, with minimal impact on support provided to our Latino congregations.

Latino Ministry is constantly changing. If we truly want to engage the Latino community we must do so with creativity, hospitality, and openness. Our immigrant base is becoming more fluent in English and mobile within our society. Our school-age children are bilingual. The majority of Latinos in our country use English as their language of choice. Can you see the possibility of opening wide the doors of welcome to the Latinos in your neighborhood—even without a Spanish speaking priest?

Our six Latino congregations are maturing in their understanding of the church; our leadership teams are strong. On a given Sunday you will find around 750 Latino Episcopalians gathered to worship in a church they love. From this base, we can continue to build our platform for the future. We are involved in many ministries: we are building communities where people love each other, we are engaged in outreach for immigrant kids fleeing violence, we provide advocacy of all sorts. We also understand that we are called to be a more integral and visible part of the church. We are now vestry members, convention delegates and even wardens. We have ministries to share, stories to tell, and hearts to change. We want to know and be known.

Latino Ministry has much to celebrate. At the Celebration of Latino Ministry this September, an almost equal group of English and Spanish speakers (Anglos and Latinos) heard the testimony of people working directly with the children fleeing violence in their home countries. Despite the sobering stories of human suffering, joy welled up as we prayed, sang, shared in small groups, and passed the Peace of the Lord. It was as if we had crossed an invisible border into a place of Abundance where we knew beyond a doubt that we are One in the Spirit, One in the Lord. And for that brief time, we glimpsed the Kingdom of God.

Ethical Investing: Complexity and Controversy

I love it (sometimes) when we argue in church. Not because I’m a conflict maven–because I’m not. But I deeply cherish the way that our community values the discipline of intentionally and patiently listening to views with which we may disagree, respecting individuals who embrace those views and seeking both the guidance of the Holy Spirit and paths toward consensus.

The issue of whether to more extensively embrace principles of Sustainable and Responsible Investment (SRI) is a great example of where the stakes are high, views may be polarized, passions tend to run hot—and where I believe we’re called to exercise our muscles of careful, respectful, and creative discernment in community.

The underlying concept of SRI is a simple one, and is not new in this Diocese. Briefly stated, advocates of SRI urge that institutions like the Diocese of Washington invest their funds in ways that align with organizational values.

The concept of aligning values and investments has been part of the life of this Diocese since the days when, pursuant to the Sullivan principles, this Diocese and other church and secular organizations across the world declined to invest in the securities of organizations supporting apartheid in South Africa. Most observers agree that the organized disinvestment movement was among the key factors in helping to reverse a policy rooted in sin.

Since those days, the formal investment policy of the Diocese has specified a number of limitations on investments of the Diocese that seek to assure that we don’t preach against sin on Sunday and invest in it on Monday. Currently, the investment policy of the Diocese constrains the investment of Diocesan assets in any company “that derives substantial amounts of income from the manufacture, distribution, or selling of firearms to the general public; alcohol; tobacco; or other products or services that conflict with the Christian mission of the Diocese as from time to time may be communicated to the Investment Manager by the Committee.”

Approaches to SRI such as this are referred to as “negative screening” since they involve screeningout investment in what are often referred to as “sin stocks.” As the concept of SRI has matured in recent years, advocates of SRI urge that organizations go beyond negative screening and include intentional investment in the securities of companies that provide products or services that are affirmatively aligned with organizational values. Stocks that promote care of the environment – solar energy or wind power – are frequent examples of such companies. This more affirmative approach – seeking companies that engage in areas that promote certain values—is referred to as “positive screening.”

Almost three years ago, Diocesan Council first engaged the issue of whether Diocesan investment policy should be expanded to require the Investment Committee to engage in practices such as positive screening. Discussions in Council meetings evidenced sharp disagreement concerning the adoption of expanded SRI practices. Council’s difficulty in reaching consensus led to the introduction of a resolution at Diocesan Convention last year and the creation of an SRI Task Force. Council appointed the Task Force last spring and the Task Force submitted its report to Council in December. The report is informative and excellent and I encourage you to review it with care. This report will be presented to delegates at the upcoming Diocesan Convention and a further resolution on the subject has been placed on the agenda.

The report reflects careful and fair-minded work by a group that included individuals with a range of views on the subject. While the report specifies a range of optional strategies concerning SRI, no specific recommendations were made by the Task Force since no consensus formed in support of any particular strategy for the Diocese.

Earlier this month, Council took action inspired by the Task Force report. Council was moved by the seriousness of aligning our investments and our values, but also recognized both the stakes—the Diocese holds investments of approximately $50 million for the Diocese itself and almost 40 parishes and organizations—and the absence of any consensus within the Task Force on issues of how to practically integrate more extensive SRI approaches with existing negative screening. Responding to one of the options identified by the Task Force Report, Council voted to establish a committee that will develop resources on SRI, including a dedicated page on the website of the Diocese, and be in communication with congregational leaders to promote wider and deeper understanding concerning SRI.


Particularly when dealing with issues involving high stakes and deep disagreement it can be challenging to be a part of a community. I thank God for the ability of our Diocese to engage important issues where we don’t agree. It’s hard work, sometimes, since it requires us to intentionally still our passions and be open both to the views of people with whom we may currently disagree–and to the Holy Spirit. But time and again, we learn that it is through such hard work we may discover the best way forward in and as a community.