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World Service Special Gifts (81581-FA-NonDis-$)

Report No. 19
WORLD SERVICE SPECIAL GIFTS
  
Definition of Program
The Book of Discipline, 2004 (ΒΆ 819.1), defines a
World Service Special Gift as “a designated financial
contribution made by an individual, local church, organization,
district, or annual conference to a project
authorized as a World Service Special project by the
Connectional Table.” Currently, there are four World
Service Special projects as described here:
  
World Service Special Gifts
As of May 31, 2007
Total
Receipts Receipts Receipts Receipts Receipts Since
Project Agency 1988–1992 1993–1996 1997–2000 2001–2004 2005–2008 Inception
Africa
University GBHEM $ 3,597,707 $ 3,970,721 $ 4,771,224 $ 2,956,727 $ 1,400,354 $ 16,696,733
Perryman
Scholarship UMCom $ 11,542 $ 2,449 $ 4,090 $ 3,541 $ 800 $ 22,422
Anti-
Gambling
Project GBCS $ 450 $ 250 $ - $ 700
Global
Education GBHEM $ - $ -
$ 3,609,249 $ 3,973,170 $ 4,775,764 $ 2,960,518 $ 1,401,154 $ 16,719,855
  
The General Council on Finance and
Administration (GCFA) is recommending changes to
this funding process so that it might become a more
effective designated giving channel. With certain conditions,
general boards and commissions receiving support
from the general funds of the church are eligible to participate
in this program. Those units of general agencies
authorized to receive general Advance special support
are not eligible to participate in this giving program.
Administration of Program
General oversight of the program shall be by GCFA
and will include establishment of basic approval criteria
and a project approval process developed in consultation
with the Connectional Table (CT). The responsibility for
the receiving and distribution of World Service Special
Gifts funds to the administering agencies shall reside
with the General Council on Finance and Administration.
After approval by the General Council on Finance
and Administration, basic cultivation and promotion for
each project shall be done by the respective agency to
specific audiences known to them to be interested in the
particular aspect of ministry represented by the
approved project. Some very limited general name identification
promotion shall be done by the General
Commission on Communication (UMCom). This shall
be done on request of the administering agencies by
common agreement. The amount of such general promotion
and the costs shall be negotiated among the participating
agencies, which are GCFA, UMCom, and
those general boards and commissions eligible to
administer World Service Specials.
  
This program shall be reviewed and evaluated prior
to the end of the 2009-2012 quadrennium by GCFA in
consultation with the administering agencies and the CT.
Any recommendation as to the future of the funding program
shall be made jointly by GCFA and the CT to the
General Conference in 2012.
Guidelines for Operating the World Service
Specials Program
GCFA shall be responsible for the oversight of the
program which shall include organizing a committee for
providing basic project approval criteria and developing an application process, approving projects, and providing
adequate staff administration and program accountability.
There shall also be provision for representation
by the CT and for consultation with the administering
agencies.
The procedures, administration guidelines, and criteria
to be used by GCFA committee are as follows:
1) Project recommendations shall be made in a
form and at times specified by GCFA.
2) Well-defined measurable goals shall be stated
in each project application.
3) Project recommendations shall be specifically
related to one or more of the Disciplinary functions
of the recommending agency.
4) Specific project recommendations within a
continuing program shall be for projects that
are substantially new.
5) Project recommendations shall include both a
specific total dollar target and a statement of
what funds would be involved from other
sources.
6) Project recommendations shall include a statement
of both the minimum funds needed in
order for the project to begin as well as the
total optimum funding sought.
7) A well-defined budget shall be included within
the project recommendation showing both
expenses and outside sources of income (i.e.,
the project needs matching funds from participating
conferences, registration fees, etc.). The
budget shall spell out precisely what the World
Service Special’s monies being sought would
be used for within the total program and
budget.
8) Project recommendations shall include a categorical
listing by the recommending agency of
those specific constituencies who will be cultivated
to contribute to the recommended project.
9) Project approval will be for a stipulated period
of time not to exceed the end of the current
quadrennium. Project renewals must be
requested no later than the last council meeting
of GCFA in the year preceding General
Conference.
10) A specific project recommendation shall contain
a time schedule, including: 1) when the
project should begin; 2) the time span needed
for completion; and 3) the expected date of its
completion. The application shall relate
whether the project would remain valid and for
how long, even if its start-up date is not able to
be met.
11) Promotional costs related to the project and the
source from which they will be paid shall
clearly be identified in the application and may
not be disbursed without prior approval of the
General Council on Finance and
Administration. Promotional costs are not to be
paid from World Service Special Gifts fund
monies.
12) Funds promoted for a specific approved project
shall not exceed the amount approved for the
project. If more funds are received than has
been authorized for a given project, the administering
agency shall contact the donor to negotiate
the possibility of the gift going to other
similar projects, and, if this is not possible, to
return the gift. It is understood that the donor
retains authority to stipulate the final use of the
gift.
13) Each agency shall report annually to GCFA for
each approved project showing contributions
received, earnings on funds received, expenditures
for such projects, and promotional
expenses. GCFA will supply a summary report
of World Service Special programs to the CT
for its information and inclusion in its evaluation
of the overall effectiveness of the general
program boards and commissions.
Administration of Funds
The procedures and guidelines to be used by GCFA
for the administration of World Service Special funds
received are as follows:
1) Generally, funds should be channeled from individual
donors or churches through annual conference
treasurers to GCFA and then disbursed
to the agencies. Electronic giving channels will
be available as an alternative avenue for donations.
Insofar as donors identify their relationships,
credit will be shown for local churches
and annual conferences for funds received
through electronic means.
2) Administering agencies shall be accountable to
The General Council on Finance and
Administration for the proper administration of
all funds received.
3) No funds designated for a given approved project
shall be used for any purpose other than the
specific project as approved.
4) Administering agencies shall acknowledge the
receipt of every gift to the primary donor.
5) The cost of the administering agencies for both
general promotion and specific cultivation of
each approved project shall be reported to and
evaluated by GCFA annually.
6) Administering agencies are responsible for all
fees and expenses associated with credit card,
debit card, EFT, and ACH processing, including
but not limited to: setup fees, monthly maintenance
fees, bank fees, discount rate fees, and per
transaction fees. Use of these services will comply
with policies and procedures established by
GCFA.
Promotion and Cultivation of the Program
The promotion and cultivation of this program
requires two basic ingredients: general promotion for
purposes of name identification and visibility in the
Church, and specific cultivation of each specific
approved project. World Service Special receipts shall
not be used for general promotion, specific cultivation,
nor general administration of the administering
agency.
General promotion shall be the responsibility of
UMCom. It shall be limited in scope and only for the
purpose of giving the funding program enough visibility
in the general Church as to establish name recognition.
Costs for this general promotion shall be borne by the
administering agencies after consultation and mutual
agreement among them as to the manner of determining
the distribution of the total costs among them, as well as
what that total cost will be. The manner of promotion
shall be determined by UMCom after consultation and
agreement with the involved administering agencies.
Once agreement is reached, approval must be given by
GCFA.
Each administering agency that has approved projects
in this program shall be responsible for the specific
cultivation of those approved projects. The primary
thrust of this cultivation shall be to specific audiences
that have demonstrated previously their interest and concern
for the ministry contained in that specific approved
project. Costs to the administering agency shall be from
within its regular budget, and approval must be given by
GCFA.