Why We Why We Apportion:Apportion:

What does it mean to be What does it mean to be a a

connectional churchconnectional church

We are We are stronger, stronger, reach more reach more people, people, spread the spread the Gospel Gospel farther, and farther, and make more make more disciples in disciples in Jesus Christ Jesus Christ than we can than we can alone.alone.

Mission and Mission and Service Service

Commitments:Commitments:

What does it mean to be What does it mean to be a a

connectional churchconnectional church

79 cents local church

6 cents General Church including United Methodist

Women

15 cents Annual Conference, district episcopal area and jurisdiction

Where the average local church expense

dollar goes?

Apportioned Apportioned MinistriesMinistries

• World Service and World Service and Connectional Connectional MinistriesMinistries– World ServiceWorld Service– Mission DevelopmentMission Development– Spiritual FormationSpiritual Formation– EpiscopalEpiscopal– CommunicationsCommunications– Resource MinistriesResource Ministries– Connectional MinistriesConnectional Ministries

• Past Service LiabilityPast Service Liability• Episcopal FundEpiscopal Fund• Africa University FdAfrica University Fd• Black College FundBlack College Fund• Interdenominational Interdenominational

Cooperation FundCooperation Fund

Supporting the Supporting the Connection means…Connection means…– World Ministry to touch World Ministry to touch

unchurched peopleunchurched people• Igniting Ministries, Disaster Igniting Ministries, Disaster

Response, Missionaries, etcResponse, Missionaries, etc– World Ministry to the needyWorld Ministry to the needy

• Project Agape in Armenia, Project Agape in Armenia, Peru, or LiberiaPeru, or Liberia

– World Ministry to the injuredWorld Ministry to the injured• Hurricane Isabel, Floyd, or Hurricane Isabel, Floyd, or

Fran, New York…wherever Fran, New York…wherever disaster strikesdisaster strikes

•Undergird missionary network Undergird missionary network serving around the worldserving around the world

•Strengthen evangelism, stimulate Strengthen evangelism, stimulate church growth, expand Bible studies church growth, expand Bible studies and nurture spiritual developmentand nurture spiritual development

•Enrich worship, provide retreat and Enrich worship, provide retreat and camping resources, leadership camping resources, leadership development and stewardship trainingdevelopment and stewardship training

•Provide leadership and coordination Provide leadership and coordination for denominational youth ministryfor denominational youth ministry

•Continue nearly 200 years higher Continue nearly 200 years higher education commitmenteducation commitment

•Equip and nurture lay leaders Equip and nurture lay leaders with education and professional with education and professional supportsupport

•Fund chaplain certification programFund chaplain certification program

•Certify UM professional Christian Certify UM professional Christian educators, communicators and educators, communicators and musiciansmusicians

•Fund denomination’s mass mediaFund denomination’s mass media

•Support ministries of peace and justice Support ministries of peace and justice and efforts to build a truly inclusive and efforts to build a truly inclusive church and society and a world of church and society and a world of justicejustice

Mission Mission Development Development Criminal Justice and Disciple Bible OutreachCriminal Justice and Disciple Bible Outreach Evangelism and Church and SocietyEvangelism and Church and Society Supports Disaster Response Supports Disaster Response Methodist Home for ChildrenMethodist Home for Children Methodist Retirement HomesMethodist Retirement Homes Golden Cross FundGolden Cross Fund Multicultural and Multicultural and

Inclusiveness Inclusiveness

ProgramsPrograms Mission and Outreach Mission and Outreach

Connecting in Our Connecting in Our ConferenceConference

Spiritual Spiritual Formation Formation Ministerial Education FundMinisterial Education Fund Ordained / Diaconal MinistryOrdained / Diaconal Ministry Leadership Training for Clergy and Laity, Leadership Training for Clergy and Laity, Stewardship, Worship,Stewardship, Worship, Clergy Counseling ProgramsClergy Counseling Programs Wellspring ProgramsWellspring Programs

Connecting in Our Connecting in Our ConferenceConference

The 13 U.M. Seminaries

Through the MEF, WE:

•Support a trained and educated clergy

•Equip annual conferences to meet the needs of those in the ministry

The 13 U.M. Seminaries

Boston University School of Theology, Boston

Candler School of Theology, Emory University, Atlanta

Claremont School of Theology, Claremont, CA

Drew University, The Theological School, Madison, N. J.

Duke University, The Divinity School, Durham, N.C.

Gammon Theological Seminary, Atlanta

Garrett-Evangelical Theological Seminary, Evanston, IL

Illiff School of Theology, Denver

Methodist Theological School in Ohio, Delaware, OH

Perkins School of Theology, Southern Methodist University, Dallas

St. Paul School of Theology, Kansas City, MO

United Theological Seminary, Dayton, OH

Wesley Theological Seminary, Washington, D.C.

Spiritual Formation Spiritual Formation Support 7 North CollegesSupport 7 North Colleges Campus Ministry on 7 NC campusesCampus Ministry on 7 NC campuses Youth and Children Program SupportYouth and Children Program Support Support of UM CampsSupport of UM Camps

Connecting in Our Connecting in Our ConferenceConference

Episcopal Circle Episcopal Circle Supervisory Costs for 12 DistrictsSupervisory Costs for 12 Districts Produces Annual ConferenceProduces Annual Conference Funds Conference SecretaryFunds Conference Secretary

Staff, Office and PrintingStaff, Office and Printing Funds Ministerial Relations Staff & OfficeFunds Ministerial Relations Staff & Office Funds New Church DevelopmentFunds New Church Development Supports NC Council of ChurchesSupports NC Council of Churches Episcopal Office SupportEpiscopal Office Support Monitoring and AccountabilityMonitoring and Accountability Christian UnityChristian Unity

Connecting in Our Connecting in Our ConferenceConference

Connecting in Our Connecting in Our ConferenceConference Communications Communications Publishes:Publishes:

Mission and Service CommitmentsMission and Service Commitments

ConnectingsConnectings

Annual Conference Annual Conference SaddlebagSaddlebag Web Site Maintenance for NCCUMC.ORGWeb Site Maintenance for NCCUMC.ORG Maintains Email Service and EquipmentMaintains Email Service and Equipment Funds Archives and HistoryFunds Archives and History Funds Funds N.C. Christian AdvocateN.C. Christian Advocate

•Operate a system of administrative oversight and fiscal accountability

•Underwrite the legislative work of General Conference

•Fund the work of Judicial Council

•Maintain United Methodism’s official documents and historical artifacts

•Designate historical shrines, landmarks and sites

Connecting in the Connecting in the JurisdictionJurisdictionSoutheastSoutheastern ern JurisdictioJurisdiction n AdministrAdministrative ative CouncilCouncil

Connecting in Our Connecting in Our ConferenceConference Resource Resource

Ministries Ministries Business AdministrationBusiness Administration Financial ReportingFinancial Reporting Information Technology ManagementInformation Technology Management Property ManagementProperty Management Benefit ManagementBenefit Management Personnel ManagementPersonnel Management Equitable Salary Equitable Salary

Support GrantsSupport Grants

Connecting in Our Connecting in Our ConferenceConference Connectional Connectional

Ministries Ministries

Office Administration for Program BoardsOffice Administration for Program Boards Funds Salary and Benefits for 11 positions for Funds Salary and Benefits for 11 positions for

all Program Boardsall Program Boards

Connecting in Our Connecting in Our ConferenceConference Past Service Past Service

Liability Liability

Pension Support for “tired and worn out preachers”Pension Support for “tired and worn out preachers” Funding for the Pre-1982 pension plan liabilityFunding for the Pre-1982 pension plan liability

•Pay the salaries of our bishops

•Pay episcopal office expense

•Recompense 67 percent of the costs for episcopal residences

•Provide pension and health care benefit for bishops and their families

•Cover costs of episcopal travel

•Defray moving expenses

•Provide pensions for retired bishops and surviving spouses, and minor children of deceased bishops.

•Continue the development of the first private university for men and women in sub-Saharan Africa

•Offer post-secondary education for students through schools of agriculture and natural resources, management and administration, education, humanities, social sciences and theology

•Provide a higher education of excellent quality, to nurture students in Christian values and to help the nations of Africa develop the leaders of the future

Yollande Samba Mavvund, citizen of Democratic Republic of Congo, graduate of Africa University and currently student at Wesley Theological Seminary in Washington, D.C.

“I want to further my studies in pastoral counseling. I’ve been thinking about counseling and the importance for me, my country and the whole continent of Africa, especially because of the war. We have many uprooted people all over Africa.”

Bennett College Greensboro, N.C. * Bethune-Cookman College Daytona Beach, FL.

Claflin University Orangeburg, S.C. * Clark-Atlanta University Atlanta, GA.

Dillard University New Orleans, LA. * Huston-Tillotson College Austin, TX.

Meharry Medical College Nashville, TN. * Paine College Augusta, GA.

Philander Smith College Little Rock, AR. * Rust College Holly Springs, MS.

Wiley College Marshall, TX.

The Historically Black Colleges of The United

Methodist Church

Help these institutions maintain challenging academic programs, strong faculties and well-equipped buildings

•Create vibrant spiritual environments

•Encourage pride and self-esteem

•Prepare and educate people for the new global and technological world

•Strive for academic excellence based on the Christian perspective of community service and social responsibility.

With other Christians, we declare the essential oneness of the church of Jesus Christ and seek to participate in the experiences and insights of sharing with other denominations and churches our common faith in Jesus Christ

Enable United Methodists to have an effective presence in the following ecumenical organizations:

• Churches Uniting in Christ

• World Methodist Council

• Commission on Pan-Methodist Cooperation

• World Council of Churches

• National Council of Churches

•Provide the U.M. share of budgets for those organizations

•Fund participation of UM representatives at meetings of these organizations.

BenefiBenefitsts

Devotion Materials Software Purchasing Agreements

Igniting MinistriesInternet Services and Promotion

Disaster AssistanceWorld Missionary Support

Local MissionariesScholarships & LoansAdministration ToolsPastoral Leadership

•100% of your giving to the Advance goes the ministry you designate.•Advance administrative costs are funded from World Service and other sources.

•Advance giving is completely voluntary and is in addition to apportioned funds support.

•Advance giving is called “second mile” giving because the “first mile” is for local churches to pay 100% of World Service and conferences benevolences

Unique Features:Today, through the Advance, United Methodists are in mission in 100 countries around the world and in the U.S.

Individuals, groups and congregations may choose from among 2,000 ministries, each carefully evaluated and approved by the Advance Support Group of the General Council on Ministries

Through our offerings, WE:

Foster peacemaking ministries in annual conferences and

around the world.

Provide Crusade Scholarships for international and U.S. racial-and

ethnic-minority graduate students; plus undergraduate assistance for

racial-and ethnic minority students.

Provide scholarships for undergraduate students attending U.M.-related

schools; loans for undergraduates and

graduates; $50,000 returned to conferences for merit scholarship awards to

students.

Encourage justice through church-based community developers; U.M. Voluntary Service and local church Youth Offender rehabilitation projects.

Assist people who strive to feed and support their

families; improve health care; provides help to

refuges and disaster victims.

Develop and strengthen annual conferences Native

American ministries; support urban ministries with Native

Americans; provide scholarships for Native

Americans attending seminary.

Supporting the Supporting the Connection means…Connection means…

We are stronger, reach more people, spread the Gospel farther, and make more disciples in Jesus Christ than we can alone.

Conference Apportionment History

District 2004 2005 2006Burlington 98.20% 98.77% 98.36%Durham 89.88% 92.33% 94.33%Elizabeth City 94.26% 100.00% 100.00%Fayetteville 91.46% 95.80% 92.19%Goldsboro 97.35% 95.08% 93.45%Greenville 93.80% 97.10% 95.35%New Bern 93.51% 97.47% 97.67%Raleigh 93.57% 91.41% 95.93%Rockingham 90.95% 89.11% 91.69%Rocky Mount 100.00% 100.00% 98.52%Sanford 95.99% 97.46% 97.48%Wilmington 97.68% 100.01% 100.00%

Conference 94.60% 95.65% 96.25%

Plan Budget Based on Ministry Needs-

2006

Approve Budget-2007

Raise Budget-2008

Spend Budget-2009

Conference Budgeting and Apportionment Process

Table II Data is Received from Statistician and Apportionments are calculated.

Table I & II sent to Conference Statistician.

Actual Apportionment Receipts are allocated to individual budget lines.

Funds are invested for future use.

CFA uses investment earnings to supplement budget and ministry needs.

•Apportionment Formula in Council on Finance and Administration Report from Annual Conference •Based on Table II Statistical Table (due January 31 from pastor)•Church Basis:

Total Expenses on Table II-Excluded ItemsNet Disbursements

•Budget distributed to churches based on net disbursements of all churches

Apportionment Calculation

•Use to transmit any apportionment or designated gift to the conference •Available on our web site Downloads page

•http://www.nccumc.org/treasurer

•Electronic Payments – remittances, health insurance, pension•Remittance Statement on On-Line Data Collection System

Remittance Forms

Acting Conference Treasurer: Christine Dodson, CPA, MBA christine@nccumc.orgext. 235

Accounts Payable and Property Management:Chrisy Powell cpowell@nccumc.org ext.

234Church Apportionments:

Diana Hunter drhunter@nccumc.org ext. 232

Jennifer Echert jechert@nccumc.org ext. 229Church Remittances:

Diana Hunter drhunter@nccumc.org ext. 232Church Remittance Statements:

http://www.nccumc.org/treasurer - click on District Remittance link On-line Data Collection System under the Statements option

Health/Life Insurance:Caroline Thornton caroline@nccumc.org ext.

228Sharon Saige sbsaige@nccumc.org ext.

316JoAnna Cafferty jcafferty@nccumc.org ext.

225Payroll and Tax Reporting Issues:

Alison Smith awsmith@nccumc.org ext. 233Pension:

Robbie Barrett rwbarrett@nccumc.org ext. 245

Sharon Saige sbsaige@nccumc.org ext. 316

JoAnna Cafferty jcafferty@nccumc.org ext. 225Receptionist and Treasurer’s Office Support:

Phyllis Patterson phyllis.patterson@nccumc.org ext. 0

Conference Treasurer’s Office Resources Phone: (919) 832, 9560 – (800) 849-4433 – Fax:

(919) 834-7989