THE TIME FOR ORTHODOX UNITY IS NOW!

TRANSFIGURING THEOLOGICAL EDUCATION

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Source: OINOS Educational Consulting

TOWN OR GOWN? (Part 1)

Fr Frank Marangos

By Frank Marangos, D.Min., Ed.D., FCEP

“The height of the mountain top is measured by the dismal drudgery of the valley, but it is in the valley that we have to live for the glory of God.” ~ Oswald Chambers

America’s theological schools and seminaries are in need of transfiguration. Facing a myriad of significant challenges ranging from financial instability, decreasing enrollment, student debt, and accusations of postmodern irrelevancy, institutions of Christian higher learning are compelled to replace older models of delivery with structures that engage society and support the student of the 21st century. Apart from developing realistic strategic plans that include the implementation of timely financial dashboards, enrollment-retention scorecards, market segmentation research, honest faculty-curriculum reviews, and specialized development-communications protocols, a solid biblical paradigm will be an invaluable safeguard for leaders who seek to prudently guide their schools through this period of educational transition.

The scriptural narrative of Jesus’ epiphanous Transfiguration (Matthew 17: 1-9; Mark 9: 2-8; Luke 9: 28-36) provides inestimable counsel to contemporary theological schools interested in navigating the difficult challenges before them. Observed in various forms since the 9th century, the message conveyed in the commemoration of Jesus’ mountaintop “illumination,” annually celebrated by the Eastern Orthodox, Roman Catholic, and Anglican churches on August 6th, can inspire leaders to creatively transfigure old and sacred traditions of theological education to do new and exciting things.

An icon of the Transfiguration, which reflects a unique theological contribution towards the revitalization of the nation’s theological schools, hangs in Moscow’s Tretyakov Gallery, the main museum of Russian national art. Known as the Theophanes Icon of the Transfiguration, the early 15th century religious painting includes two diminutive, yet highly significant, scenes. Introduced by Theophanes, the Constantinople-born iconographer, these smaller sections guide the icon’s “readers” to ponder the Transfiguration from both the ascent and descent perspectives of Jesus and his three disciples. Unsurprisingly, Theophanes depicts Christ paying more attention to the disciples’ decent than to their upward climb.

The primary message of the Theophanes Icon is clear. To truly honor the Transfigured Christ, one must leave behind the “tabernacles” and “booths” of religious comfort zones and return in service to a suffering humanity. There can be no extended reveling or permanent mountaintop luxuriating . . . no booths, tabernacles, or triumphalist memorials.  While it is understandable that the disciples would be tempted to erect religious booths that would allow them to bask in the presence of their transfigured teacher, whose face and garment “shone white as the light” (Matthew 17:2), Jesus encouraged them to alternatively climb back down the mountain and minister to an “unbelieving and perverse generation” epitomized by the demon-possessed body (tabernacle) of a young boy (Matthew 17:14-21).

Like the three disciples that experienced the Transfigured Glory of Jesus, contemporary seminaries and theological schools have a responsibility to help future religious leaders increase their desire and abilities to transfigure society’s “towns” and to avoid the temptation of reveling in the glory of their speculative “gowns.” They must instill in them the wisdom to understand that the culmination of their theological education is not reaching the “summit” of some perceived luminous mystical knowledge. On the contrary, while foundational to spiritual discernment, the primary goal of their students’ theological education must be the desire to descend in service to others.  The focus should therefore never be on the glory of their “gown” . . . but on the tabernacle of humanity’s “town.”

Town and gown are two distinct hamlets of a university. While “town” refers to the non-academic population, “gown” pertains to an academy’s scholastic community. Coined during the Middle Ages, when students admitted to European universities donned garb similar to that worn by the clergy, the long black robe, hood and graduation cap became the social symbols of the educated. By their distinctive clothing, students were set apart and distinguished from the “un-lettered” citizens of the town.

Since that time, relationships between universities and local communities have been either non-existent or unconstructive. As a result of dissimilar philosophies and strict religious practices, many institutions of higher Christian education in the past literally walled themselves off from their host communities. As a result, local populations often viewed seminaries and colleges as supercilious, complaining about their tax-exempt status, physical encroachment, and arrogant students.

A tragic example of such town-gown acrimony is the Saint Scholastica’s Day Riot which took place in 1355 in Oxford England. According to historical accounts, a number of students drinking at the Swindlestock Tavern complained about the quality of the wine. Responding to the indecorous response of John of Barford, the tavern’s landlord and Mayor of Oxford, a student is alleged to have thrown a quart of beer at him. Before cooler heads could prevail, the bell of the City Church summoned the townsmen to arms. The University retaliated by rousing its students to the fray by ringing the bell of the University Church. During the three-day skirmish that ensued, 63 Oxford students and 30 town citizens were killed.

If the nation’s seminaries and theological schools wish to successfully overcome the challenges that confront them, they must first rededicate themselves to their primary mission of serving the “towns” of humanity. If presidents and trustees of our nation’s faith-based institutions of higher learning honestly desire to honor the Transfigured Lord, they must courageously ring the bells of their respective universities and encourage an engagement of service rather than isolation and/or confrontation with society.

Theological Schools must strive to teach their graduates to engage rather than isolate themselves and their future pastoral appointments from society’s privations. While they should not discount the value of diligently striving to acquire the knowledge, skills, and attitudes required to earn a graduate’s gown, leaders of seminaries and theological schools must simultaneously guard against unintentionally promoting the notion that in and of themselves such gowns confer an elite holiness of life. Like His inner circle of disciples, graduates need to understand that the glory of Jesus must be integrated with His incarnational suffering. The 21st Century seminary and theological school must, consequently, follow Jesus where ever He leads, even if they know that the challenges ahead will be painful and difficult.

Recognizing the vital role that education must play in responding to societal issues, the Roman Catholic Pope and Saint, John Paul II, encouraged institutions of higher learning in America to “reengage the culture and communicate effectively the great synthesis of the Christian intellectual tradition that unites both faith and reason” (Ex Corde Ecclesiae, 1990). Speaking at the Catholic University of America in 2008, Pope Benedict XVI underscored his predecessor’s sentiments, by insisting that God’s revelation should “motivate each generation of Christian educators to ensure that the power of God’s truth permeates every dimension of the institutions and the communities they serve.” Far from being just a communication of “factual data (informative) the loving truth of the Gospel,” said the Pontiff Emeritus, “should remain creative and life-changing (performative).”

Intent on responding to the challenges facing theological education throughout the world, in 2016 Ecumenical Patriarch Bartholomew, the spiritual leader of 300 million Orthodox Christians worldwide, hosted 30 theologians, scholars, and teachers from the United States, Europe, Asia and Australia at a Scholars Meeting at the Phanar in Istanbul, Turkey (formerly Constantinople). “Orthodoxy is characterized by a profound sense of continuity with the times and teachings of the Apostolic Church and the Church of the Fathers,” insisted Bartholomew, “but it is also a Church that draws from its rich heritage in order to respond to modern challenges and dilemmas.”

Similar to his Catholic counterparts, the Patriarch exhorted the educational leaders to effectively respond to their role in the public square, where there are so many competing opinions. “Our faith should not be regarded as stagnant or even obsolete,” stated the primus inter pares (first among equals) of the Eastern Orthodox Church. “It must not be conveyed as verbose or perhaps artificial. And it cannot be dismissed as merely cerebral or uninspired. It must be renewed and renewing, reviving and refreshing.” The Patriarch, consequently exhorted the global conclave of educators to “translate the fundamental principles of faith in response to the vital challenges of our time.”

In 2015, seminary presidents were invited (TGC) to discuss what they considered “the greatest challenges” that theological schools and seminaries in North America would face over the next 20 years. Apart from demographic forces, financial constraints, changing delivery models, distance learning, and gender issues, the presidents all agreed with Patriarch Bartholomew’s exhortation that theological schools should “establish strategic community alliances to effectively respond to current cultural and social issues.”

While mission to their respective faith denomination should remain paramount, the presidents additionally agreed with the need to produce graduates who could “actually lead . . . rather than just articulate theological ideas.” Amid cultural, technological, and economic changes, they insisted that theological schools and seminaries have entered a new era of “town-gown” relations for which future religious leaders must be appropriately equipped to “proactively serve society in true partnership.”

Despite the history of “walled universities” and turbulent incidents like the Saint Scholastica’s Day Riot, the last three decades have witnessed the creation of numerous innovative “town-gown” partnerships by American institutions of higher learning. This year, in fact, marks the 30thAnniversary of Campus Compact (https://compact.org/), a national coalition of over 950 college and university presidents that was established to promote community service, civic engagement, and service-learning.

Campus Compact was founded in 1985 by the presidents of Brown, Georgetown, and Stanford Universities. These noted educational leaders shared a common concern about the ongoing health and strength of democracy in the United States and the belief that higher education could be a more effective contributor of more robust support structures for community engagement. As a result, Campus Compact has contributed to and been a beneficiary of a dramatic thawing of town-gown relations.

In recognition of its 30th anniversary (2015-16), the Board of Directors of Campus Compact has invited the presidents of America’s college and university to join in signing a declaration of Commitments for the public purposes of higher education. The declaration includes the following five pledges:

  • Empower students, faculty, staff, and community partners to co-create mutually respectful partnerships in pursuit of a just, equitable, and sustainable future for communities beyond the campus—nearby and around the world.
  • Prepare students for lives of engaged citizenship, with the motivation and capacity to deliberate, act, and lead in pursuit of the public good.
  • Contribute to the health and strength of local communities—economically, socially, environmentally, educationally, and politically.
  • Harness institutional capacities—through research, teaching, partnerships, and institutional practice—to challenge the prevailing social and economic inequalities that threaten the democratic future.
  • Foster an environment that consistently affirms the centrality of the public purposes of higher education by setting high expectations for members of the campus community to contribute to their achievement.

Like Campus Compact, the International Orthodox Theological Association (https://iota-web.org/), a recently formed community of scholars and professionals dedicated to the worldwide exchange of knowledge within the context of the Orthodox Christian tradition, advocates the promotion of “town-gown” relationship. According to the vision statement of IOTA’s Theological Institutions Group, “theological institutions, once “walled off” from society (especially ecclesiastical seminaries), have been for decades open institutions of spiritual and theological growth and questioning. While book learning is still fundamental, engagement with society constitutes a key element of theological education.” Due to the varied challenges confronting the contemporary seminary and theological school, the IOTA’s Institutions Group suggests that the emphasis in these schools and institutes “cannot simply be on preserving the faith, but must include evangelism, apologetics, encountering, engaging with, and challenging the world.”

According to the Clergy Into Action Study: From Seminary to Ministry (2010-13) (http://into-action.net/), a national study of recently ordained clergy, seminaries are “good at forming ministers who have the basic traditional (and expected) skills in preaching, pastoral care, and sacramental ministry,” but not at shaping leaders who can be “agents of transformational change.” Similar to the more secular-focused Commitments of Campus Compact, the recommendations (2015) of the Lilly Endowment–funded Clergy Into Action analysis of theological schools across North America include the need to “develop programs and partnerships that model for students a Christian community of engagement that provide opportunities for deeper leadership development.”

In a 2005 article published in The Innovation Journal(https://www.innovation.cc/volumes-issues/vol10-no2.htm), Lawrence L. Martin, Hayden Smith and Wende Philips survey the literature on university and community partnerships. The authors provide examples of how the Clergy Into Action and the Campus Compact’s town-gown Commitments may be advanced:

  • Service learning, where students volunteer in a community as part of academic credit.
  • Service provision, where faculty and staff conduct long-term service projects in a community.
  • Faculty involvement, where faculty become part of local initiatives in a coordinated way.
  • Student volunteerism, where students volunteer their time but do not receive academic credit.
  • Community in the classroom, where courses seek to enhance community building.
  • Applied research, where faculty and staff use their research skills to address local problems.

Since 1938, the Association of Theological Schools (ATS) in America has maintained a list of General Standards for the accreditation of its member institutions. The Standards both define minimal requirements for accreditation and identify qualities associated with good institutional practice. These vitalities articulate the shared understandings and accrued wisdom of the seminary and theological school community in America regarding normative institutional performance.

In 2015, the ATS Commission on Accreditation adopted Standards of Accreditation composed of three complementary parts: (1) General, (2) Educational, and (3) Degree Program Standards. These standards seek to describe excellence in theological education in the context of the different purposes and constituencies of accredited schools. They provide the basis for ongoing institutional and educational improvement as well as descriptions of minimal expectations.

While they may be interpreted in slightly varying ways as a function of each respective school’s structure and educational mission, ATS recommends that Christian institutions of theological higher learning in America adhere to eight General Standards (2015): (1) purpose, planning, and evaluation, (2) identity, (3) curriculum, learning, teaching, and research, (4) library and information resources, (5) faculty, (6) student recruitment, admission, service, and placement, (7) authority and governance, and (8) institutional resources.

The 1st General Standard (2012) by which the Commission on Accrediting of the Association of Theological Schools assess the vitality of member institutions is the school’s reliance on ongoing evaluation. According to the Standard, “theological schools are communities of faith and learning guided by a theological vision.” Honest ongoing evaluation of its mission, leadership, governance, financial resources, administrative structures, and educational programs is the only way that schools can “continue the heritage of theological scholarship, attend to the religious constituencies served, and respond to the global context of religious service and theological education.”

The town-gown thrust of the Association’s initial criterion is expanded in the Commission’s 3rdGeneral Standard that emphasizes the need for theological schools and seminaries to “collaborate and communicate beyond the theological school’s immediate environment to relate it to the wider community of the church, the academy, and the society.” According to ATS, “theological scholarship is enhanced by active engagement with the diversity and global extent of those wider publics, and it requires a consciousness of racial, ethnic, gender, and global diversities.” Consequently, the 3rd General Standard, encourages theological schools to demonstrate “practices of teaching, learning, and research (theological scholarship) that encourage global awareness and responsiveness.”

In his article, Five Principles for Change in Theological Schools” (2017), Frank Yamada, the current executive director of the Association of Theological Schools, indicates that theological education in America is at the crossroads of major shifts both in higher education and in the church. In order to effectively navigate this new world, Yamada recommends that theological schools embrace “a bifocal vision, a sightline that embraces both our legacy and the need for change in our schools.” Yamada offers five principles for advancing such a concomitant vision: (1) conduct a sober assessment, (2) engage the right people in the right positions, (3) change from the margins, not the center, (4) acknowledge that change is difficult, (5) be collaborative.

Yamada’s 3rd principle, namely, the need to advance institutional change “from the margins rather the center,” deserves serious consideration as it is firmly centered on healthy town-gown partnerships advocated by ATS’ General Standards. Traditionally, new programs in most of institutions of higher education, begin at the core with the faculty and the curriculum. Corroborating the research conclusions of the Clergy into Action project, the Commitmentsof the Campus Compact, and Patriarch Bartholomew’s Scholars Conclave, Yamada encourages theological schools to avoid such inclinations by seeking to harness the creative energy for new programs through a synergy between town and gown. In this fashion, Yamada insists, “the creative process would start outward and move inward.”

Except for the most naïve, America’s seminary and theological school leaders all agree that their institutions are experiencing extraordinary challenges that threaten their very survival. The adoption of a solid scriptural paradigm such as the Transfiguration of Jesus may help navigate the numerous complications that are often associated with these difficulties. Only in this way can our nation’s academies of theological inquiry avoid the temptations of denominational elitism and/or institutional sequestration.

Pope Benedict XVI once wrote “no one lives on Mt. Tabor while on earth. We must not remain in isolation from the world and its contradictions, as Peter would have wanted on Mount Tabor” exhorted the Pontiff. “Rather, the Christian life consists in continuously scaling the mountain to meet God and then coming back down, bearing the love and strength drawn from Him, so as to serve our brothers and sisters with God’s own love.”

America’s theological schools and seminaries are in need of adopting such a paradigm of transfiguration. Mountaintops are indeed valuable, but they do not provide a suitable environment for expansion.  On the contrary, summits are frequently covered with hard clay, rock, and low creeping vines. As one climbs higher, the air becomes thin and the plants scarce. To experience robust growth, one has to climb down into the valleys where there is an abundance of water, sunshine, and lush rich colors.

This then, is the primary mission of America’s seminaries and theological schools – to engage the world through the transfiguring grace of Jesus Christ. To do so, however, leaders of these institutions of Christian learning must, like Peter, James, and John, faithfully respond to the invitation of God to climb down off their respective educational peaks and serve the town rather than build tabernacles in honor of their gown.

(This and several upcoming issues of Frankly Speaking will discuss how the eight General Standards of the Commission on Accrediting of the Association of Theological Schools can be used to revitalize theological education in America.)


THE WAYS OF WISDOM (Part 2)

By Frank Marangos, D.Min., Ed.D., FCEP

“Let the seven holy youths, equal in number to the pillars of the wisdom of God, be praised, for with their words they crushed the ungodly teaching of the tyrants as with stones.”  – Feast of Seven Youths of Ephesus

The wisdom of God is sleeping in many of our nation’s seminaries and theological schools. While economic volatility, global aggression, terrorism, utilitarianism, and relational dysfunction grips contemporary society, the priceless insights of Christian spirituality are often missing from the marketplace of ideas. All that is required to invigorate the spiritual malaise are mature religious leaders, imbued with the “wisdom from above” (James 3:17), who are able and willing to courageously steward God’s elegant Truths in their respective contexts.

Part Two of Transfiguring Theological Educationwill examine the first General Standard of the Commission on Accreditation of the Association of Theological Schools, namely, Purpose, Planning and Evaluation. In particular, this essay will discuss how the process of institutional evaluation can be employed by educational leaders who, undaunted by fiscal, administrative, and pedagogical challenges, are also interested in discerning effective ways to “wake” the quiescent wisdom slumbering in the suppositional repositories of their institutions of higher theological education.

On August 4th, two days before the liturgical commemoration of our Lord’s Holy Transfiguration, the Orthodox and Catholic Churches celebrate the memory of the Seven Youths of Ephesus, a legendary group of young persecuted Christians who were sealed inside a cave in Asia Minor in the third century A.D. emerging years later following a miraculous slumber.  According to Christian accounts, in order to escape the persecution of Emperor Decius (249-251), seven young soldiers or “Sleepers,” as they are referred to in Islamic tradition, hid themselves in a cave near Ephesus.  Learning where the men were hiding, the emperor ordered the entrance of the hollow secured with heavy boulders.

Nearly two centuries later (184 years), construction workers unsealed the grotto’s opening and discovered the un-decayed bodies of the sleeping soldiers. Once awakened, the spiritual witness of these young companions confirmed the doctrine of the resurrection which was, at the time, being assailed by heretics. An Orthodox Christian hymn sung during the commemoration of the event describes the Seven Youths as “equal in number to the pillars of God’s Wisdom.”  By “their words,” the Canticle exhorts, the youths should be praised “for crushing the ungodly teaching of the tyrants as with stones.”

What are the “seven pillars of Wisdom” that sleep in many of our nation’s seminaries and theological schools? And, what are the barriers that prevent this deposit from effectively reaching contemporary contexts? While the “boulders” of financial, administrative, and andragogical challenges are passionately debated, school leaders should also resolve the preeminent ways of advancing the mission of their indispensable enterprise, namely, the formation of religious leaders that posses the intellectual precision and exhibit the wisdom-based vitalities required to transfigure society. In order to do so, however, theological schools and seminaries must evaluate if their foundational capacities are firmly established on Wisdom’s sure footings.

As communities of faith and learning, guided by a theological vision, theological schools are encouraged by the Commission on Accreditation for the Association of Theological Schools (ATS) “to conduct ongoing institutional planning and evaluation of outcomes to assure faithful implementation of the school’s purpose, priorities, and denominational and theological commitments.”  According to ATS, the overarching goal of its member schools “is the development of theological understanding, that is, aptitude for theological reflection and wisdom pertaining to a responsible life in faith.”

Effective theological schools are, therefore, distinguished for fostering a culture that encourages ongoing evaluation of their denominational commitments and theological aptitudes of reflection, understanding, and wisdom. Only by honestly assessing these vitalities can educational institutions reliably determine if, in fact, the propensity for wisdom is effectively being formed in their graduates. A such, ATS recommends comprehensive evaluation as the primary method that an institution of theological higher learning can use to determine the extent to which it is achieving its primary purpose, priorities, and goals.

In their book, Educational Assessment of Students(2018), Anthony Nitko and Susan Brookhart define institutional school assessment as “a process for obtaining information that is used for making decisions about students, curricula, programs, and educational policy.” Since excellent schools make decisions that are informed by constant and consistent assessment, Nitko and Brookhart encourage educational leaders and teachers to evaluate student results and design classroom assessment activities that provide the information necessary to make best decisions for their institutions.

The Standards of Accreditation, published by the Association of Theological Schools, adhere to Nitko and Brookhart’s definition by both outlining the minimal requirements for accreditation and identify qualities associated with good institutional practice. According to ATS, evaluation includes: (1) the identification of desired goals or outcomes for an educational program, or institutional service, or personnel performance, (2) a system of gathering quantitative or qualitative information related to the desired goals, (3) the assessment of the performance of the program, service, or person based on this information, and (4) the establishment of revised goals or activities based on the assessment.

According to first General Standard, “the scope of institutional evaluation includes, (1) the ability to fulfill the school’s mission, (2) the ability to provide the resources necessary to sustain and improve the school, and (3) the ability of governance and administrative structures, personnel, and procedures to exercise leadership adequately on behalf of the school’s purpose and to operate the school with integrity.” Unfortunately, the approach to theological education by the nation’s theological schools and seminaries is too often overly conceptual, cognitive, individualistic, competitive, and isolated from the Church and the local communities they were originally intended to serve. Studies have identified widespread tendencies of division between theory, practice and various theological disciplines.  As a result, while impersonal intellectual precision may exist, the aptitude of pastoral wisdom sleeps.

If institutions of Christian theological education are interested in adhering to ATS’s overarching goal of forming graduates with “an aptitude for theological reflection and wisdom pertaining to a responsible life in faith,” a viable solution might include identifying “the wisdom from above” as the primary criteria for their respective institutional self-study and evaluations (James 3.15).  In so doing, they will be able to more effectively develop and advance strategies that nurture an institutional “ethos” capable of integrating both contemplative and practical wisdom. Integration is not an attempt to maintain a balance between the academic, the spiritual, and the practical, as though things were done one at a time. Integration means bringing these aspects together into a whole and doing them at the same time. Rather than separating the disciplines of worship, academics, training, and experience, a wisdom-based praxis of formation could integrate them all. But, what exactly are the qualities of a wisdom-based praxis of formation?

The American Heritage Dictionary defines “wisdom” as “understanding of what is true, right, or lasting; common sense; good judgment; learning.” The word that is used for “wisdom” in both the Old and New Testaments carries with it the meaning of having a “skill in living, following God’s design and avoiding moral pitfalls.” The Bible Knowledge Commentary defines wisdom as “being skilled in godly living.”

Wisdom is a powerful quality and a theme occurring 41 times in the Old Testament Book of Proverbs. “Wisdom,” insists King Solomon, “is more precious than rubies, and nothing you desire can compare with her” (Proverbs 8:11). Emphasizing that the pursuit of wisdom is not simply speculative but involves the entire human person (mind, body and soul), Solomon, suggests that “Wisdom’s house is built on seven pillars” (Proverbs 9:1). The Old Testament King’s proverbial description is much more than a personification of God nature. On the contrary, subsequent biblical writers suggest that Solomon’s “seven pillars” refer to a list of spiritual vitalities, generally classified as (1) truth, (2) knowledge, (3) reverence, (4) counsel, (5) prudence, (6) justice, and (7) virtue.

Apart from Solomon’s seven “pillars” (Proverbs 7-8), an equal number of wisdom qualities are notably described by the Prophet Isaiah (Isaiah 11), the Apostle James (James 3:17), and Saint Peter (2 Peter 1:5-9) who seem to suggest that there are quantifiable components to the virtues that comprise wisdom-based praxis of spiritual formation. A purposeful order and relationship is evident in each catalogue of the qualities listed below.

The Epistle of James the Apostle is addressed to “the twelve tribes in the Dispersion” who suffer “manifold trials” in their pilgrimage to “the kingdom of God” (James 1:1-5). As the prophet Isaiah warns, “those who are wise in their own eyes” (Isa. 5:21), James urges the faithful to alternatively pursue a higher wisdom . . . the wisdom that comes from God. For this reason, the Apostle suggests that all are in need of “heavenly wisdom” that unfolds in two forms: (1) contemplative and (2) practical (James 3:15-17).

Contemporary theological schools and seminaries would be well served to understand how to distinguish and integrate the transformative formation of both aspects of wisdom in the hearts, minds, and bodies of their students. Saint James describes contemplative wisdom as the spiritual capacity for discerning the right course of action between the inauguration and consummation of God’s eternal kingdom. The development of wisdom is a life-long process that edifies the faithful how to integrate inner mystical experiences with natural world contexts. Practical wisdom, on the other hand, is the social architecture for community formation. Accordingly, the Church should be noted as expressing the “meekness of wisdom” in patterns of speech and action that are “pure, peaceable, gentle, open to reason, full of mercy and good fruits, impartial, and sincere” (James 3.1-4.12).

The integration of contemplative and practical wisdom entails the exercise of various forms of Christian ministry. For the Apostle James, these include teaching (James 3.1), singing songs of praise (James 5.13), prayers for forgiveness and healing among the elders (James 5.13-15), the mutual confession of sins (James 5.16), and the restoration of sinners (James 5.19-20). In so doing, practical wisdom realizes the same end as contemplative wisdom, namely, the development of the individual and community into the image and likeness of God.

Apart from the Scriptural heritage, numerous patristic writings provide valuable insights to an understanding of the qualities of wisdom-based spiritual formation. An early prayer of Saint Augustine, a 4th Christian theologian and Bishop of Hippo in North Africa, whose writings influenced the development of Western Christianity, reflects this realization that humans follow a similar path of spiritual maturity that begins in darkness and moves toward wisdom.  He explains, that “when we turn away from the changeless light of Wisdom, life is full of folly and wretchedness.”

Life’s fulfillment, Augustine insists, “consists in its turning to the changeless light of Wisdom.” As an early Christian hierarch, Augustine’s priority was ministry. His writings, therefore, are a direct result of his pastoral provision. Augustine, consequently, directs pastoral leaders to pursue wisdom through a seven-step praxis of formation: (1) fear; (2) piety, (3) knowledge, (4) resolution, (5) counsel, (6) purification of heart, and (7) wisdom. The process is cyclical and life-long. While each stage of Wisdom’s formation builds on the previous, the seventh quality leads back to the first.

The spiritual formation of theological students has been a major theme of discussion for theological educators in many parts of the world for many decades. For example, a 1989 World Council of Churches (WCC) publication defines spiritual formation as “the intentional processes by which the marks of an authentic Christian spirituality are formed and integrated . . . always God-centered and earth-based.” The Standards of the Association for Christian Theological Education in Africa ACTE include a similar recommendation. According to the ACTE, seminary and theological school educators must take “an active part in the life and worship of the institution, and a visible personal interest in the students and their welfare.” As such, their educational plans “must embrace a concern for the students’ spiritual as well as academic development.”

Like the WCC and ACTE, the International Council for Evangelical Theological Education (ICETE) exhorts theological schools and seminaries to “balance academic and nonacademic concerns.” Theological education, recommends the ICETE, should “combine spiritual and practical with academic objectives in one holistic integrated educational approach . . . to attend to the growth and equipping of the whole man of God by deliberately fostering the spiritual formation of the student.”

Recognizing the heavy emphasis on cognitive learning and answering the anti-intellectual suspicion toward the contemporary theological academy, the Association of Theological Schools has emphasized the need for member schools to advance strategies of personal and spiritual formation. In 2017, the ATS Educational Models and Practices in Theological Education project hosted a peer group forum in of more than 200 theological educators from 110 schools. Student “formation” for religious leadership was among the ten important issues addressed. The peer group agreed that together with intellectual and ministerial learning, more attention should be given to the personal and spiritual formation of students.

Sensitive to the contemporary critique of theological education, ATS sponsored the Readiness for Ministry Project (RfM) for the purpose of developing criteria for evaluating ministry preparation. Profiles of Ministry (PoM), was additionally added by ATS to help schools of theological learning evaluate not only the skills and competencies required for the beginning cleric, but also qualities of formation.

In a feature article published in their online periodical, Insights into Religion, ATS outlines 10 essential skills that will be required of the next generation of religious leaders in America. While some skills are time-tested, such as listening and collaborating, tomorrow’s religious leaders will also need to be entrepreneurial and communicate in new ways. The following table compares the PoM taxonomy of formation characteristics with the Association’s proposed list of 10 essential skills that future religious leaders will need to exhibit.

A careful review of the aforementioned list of readiness competencies reveals striking similarities with the scriptural/patristic audit of Wisdom’s seven pillars. Apart from the implementation of timely financial dashboards, enrollment/retention scorecards, market segmentation research, honest faculty/curriculum reviews, and specialized development/communications protocols, theological schools and seminaries would be wise to respectively include the vitalities of Wisdom in their institutional evaluations. Only in this way will educational leaders determine if their graduates are adequately “awake” to engage a postmodern society.

In his first medical best-seller, Awakenings (1990), author Oliver Sacks, dramatizes the remarkable “awakening” of Leonard Lowe, virtually a lifelong victim of a baffling 1920’s Encephalitis sleeping disease, later understood as a form of Parkinsonianism. In a semi-catatonic state since the age of eleven, Leonard is awakened by Doctor Malcolm Sayer, a young neurologist who refuses to accept the status quo of his now 41-year old patient and successfully treats him with L-dopa, an experimental drug-therapy.

While “awake,” Leonard has a lot to say to the “healthy,” especially on the topic of cherishing the ordinary life that most merely assume as normal and inevitable.  “I feel saved,” Leonard remarks, “resurrected, re-born.  I feel a sense of health amounting to Grace . . . I have been hungry and yearning all my life . . . and now I am full.  Appeased.  Satisfied.  I want nothing more.”

One can only imagine the emotions that the Seven Youths of Ephesus experienced when, like Leonard, they discovered that they had been asleep for a long time. Unlike the hospital patient, however, the nearly 200-year awakening of the seven young companions from a cave of resurrection gave them the opportunity to help an entire society, wandering around in their own kind of stupor, adjust their thinking, more fully engage life, and enjoy words of wisdom that can satisfy their spiritual hunger!

“Wisdom from above” has the intrinsic power to transfigure theological learners and the society into which they will one day be sent to serve. More importantly, it has the vitality to transfigure the very educational institutions that seek to nurture its formation in the hearts and minds of its students. The campus of a seminary or theological school can either be a cave or a castle . . . a tomb or a womb.  A cave is customarily a place of darkness. A lonely place. A confining place. A dead place. And yet, because of our Lord’s Resurrection, the cave of theological inquiry and formation can provide a new anointing, a new vision, and a new sense of purpose . . . a holy place of transformation and rebirth!

The writer of Ecclesiastes is correct, “wisdom makes one wise and more powerful than ten rulers in a city” (Ecclesiastes 7:19). I can think of no greater evidence of spiritual awakenings, than to learn that the graduates of our nation’s seminary and theological school can so influence our current age.

COMMUNICATING FROM THE CROSSROADS (Part 3)

By Frank Marangos, D.Min., Ed.D., FCEP

“Because the place where Jesus was crucified was near the city, many Jews read the inscription on his cross. It was written in Hebrew, Roman, and Greek.”
John 19:20

Schools of theological education rest at the crossroads of society. Like the raised “bema” of the ancient Greek philosophers and the “platform step” of the Jewish synagogue (Neh. 8:4), the educational pulpit of the nation’s institutions of theological higher learning were originally established to engage the intersection of church, culture, and commerce. To continue to effectively do so, however, contemporary theological schools and seminaries must overcome a myriad of challenges in order to advance their mission of fastidiously forming skilled Christian communicators.For centuries, central destinations have claimed the cosmopolitan sobriquet of “crossroad of the world.” Whether self-adorned or awarded by historians, harbors, palaces, and religious landmarks all alleged the coveted moniker. A dispassionate assessment, however, leads one to identify Golgotha, the hill-top location of Jesus Christ’s crucifixion, as the most influential of historical cloverleafs.

During His lifetime, Jesus used a variety of cultural pulpits from which to communicate His message. He employed Peter’s boat, Jacob’s well, Jerusalem streets, Bethesda porticos, and Galilean hills. The most majestic pulpit of all, however, was the crossbeams upon which the blood-stained missive of His Passion was inscribed in Hebrew, Roman, and Greek – the languages of the three major cultural groups of that era (John 19:20).

The Cross is then the pulpit, the “bema,” of the New Testament. It is the towering dais from which the primary dispatch of God’s love and forgiveness is eternally transmitted on outstretched arms. As one of its primary interlocuteurs, theological schools and seminaries must, therefore, not allow current challenges to sideline their institutions from effectively advancing their primary mission, namely, the communication of God’s truths from the crossroads of society.

According to the 3rd General Standard of Accreditation of the Association of Theological Schools (ATS), “communication should extend beyond a theological school’s immediate environment to relate it to the wider community of the church, the academy, and the society.”  Apart from its classroom and chapel, a theological school’s institutional culture has a major impact on the educational experience of their students. Consequently, apart from being a distinctive characteristic of its graduates, communication should also be considered a vital expression of a theological school’s institutional culture.

If contemporary religious schools of higher learning are interested in adhering to ATS’s 3rd general Standard, they must, therefore, evaluate the degree to which their (1) institutional communications are theologically-based, and (2) educational delivery systems form graduates who are skilled and competent communicators.

Theology of Communications

The American nation needs religious leaders with the knowledge, skills, and sensitivities to engage and effectively challenge its secular post-Christian culture. If theological schools and seminaries desire to effectively develop such competent religious leaders, their academy’s communications should faithfully emulate the elements of a sound pastoral theology. Fortunately, the 52-year repository of Papal Messages, prepared for the Catholic Church’s annual celebration of World Communications Day, as well as official Patriarchal statements of the Greek Orthodox Church, provide valuable material for the development of such a substantive framework.

World Communications Day was established by Pope Paul VI in 1967 as an annual celebration to reflect and discuss the opportunities and challenges of social communications. The celebration was created in response to the 2nd Vatican Council (1962–65), whose opening statement on The Church in the Modern World, exhorted the Catholic Church in particular to resist the escapist urge and more fully engage contemporary culture.

Since the inception of World Communication Day, Papal successors have employed Christian theological principles to consistently examine the opportunities and threats that communication technologies afford the enriching of human lives “with the values of truth, beauty and goodness.” In his first of twelve World Communications Day messages (1967-1978), Pope Paul referred to communications as a “noble service.” The Pontiff exhorted the Church to, therefore, “make her own contribution to the orderly development of the world of social communications: a contribution of inspiration, encouragement, exhortation, guidance and cooperation.”

During his tenure on the Vatican Throne, John Paul II, subsequently described communications as “a platform of exchange and dialogue (1987),” and “the first Areopagus of the modern age, unifying humanity and turning it into what is known as a global village (2002).” Unlike his predecessors, however, Pope John Benedict XVI focused his missives on communication’s more dangerous features that actually “place humanity at a crossroads (2008).” On the occasion of the 42nd celebration of World Communications Day, Benedict, therefore, suggested the creation of “info-ethics” that, like bioethics, would help “guard against communication’s negative influences.” Only in this fashion, the Pontiff claimed, could the “authentic witnesses to the truth realize the highest vocation of social communication,” namely “seeking and presenting the truth about humanity.”

For discussion of communications issues and recommendations that are relevant to every level of pastoral ministry, see Pastoral Instruction on Social Communications (Aetatis Nova, 1992).

Like his immediate forerunner, Pope Francis warned that the world of communications “can either help to expand our knowledge or to lose our bearings” (2014). Although Francis referred to communications as a “gift from God,” the current global leader of the Catholic Church also urged that the “power of the digital environment” be employed through expressions of “neighborliness.” In order to do so, the Pontiff’s recommends that leaders employ “the image of the Good Samaritan who tended to the wounds of the injured man by pouring oil and wine as their inspiration.  “Let our communication,” Francis exhorts, “be a balm that relieves pain, and a fine wine which gladdens hearts” (2014).Communications, according to Francis, has the power “to build bridges, to enable encounter and inclusion, and thus to enrich society.” “The digital world is a public square,” he suggests, “an agora . . . a meeting-place where we can either encourage or demean one another, engage in a meaningful discussion or unfair attacks.” Finally on the Jubilee celebration of World Communications Day (2016), Francis invites “all people of good will to rediscover the power of mercy” and through “communication and reconciliation, heal ancient wounds, lingering resentments, wounded relationships and restore peace and harmony to families and communities.”

Included in his subsequent pastoral encyclical, The Gift of Priestly Formation (2016), Francis encourages religious leaders to “boldly become citizens of the digital world . . . concerned for and present in the world of communication, in order to dialogue with people today and to help them encounter Christ.  The revolution taking place in communications media and in information technologies,” insists the Pontiff, “represents a great and thrilling challenge” that the Church should respond to “with fresh energy and imagination as we seek to share with others the beauty of God.”

The Greek Orthodox Church has often joined Roman Catholic leaders in describing the positive and negative aspects of communication technologies. In a joint 2006 statement with Pope John Paul II, Ecumenical Patriarch Bartholomew, the spiritual leader of 300 million Orthodox Christians worldwide, underscored the Church’s responsibility to appropriate social media because “communication and the Gospel go hand-in-hand.”  As “our common vision is that the world we inhabit must be based on Christian values, where government, civil society and religion are partners and not rivals,” the Patriarch and Pope pledged their united efforts to “harness the power of technology, especially the Internet, to spread Christ’s message to all peoples (2006).”

During the 2015 KAICIID Athens Conference onReligion, Cultural Pluralism and Peaceful Coexistence in the Middle East, Bartholomew issued a personal warning. While the “ever-growing dominance of social media is bringing religion back into the daily lives of people,” he insisted, it is simultaneously “challenging religions to revise notions of communication.”

In his 2018 Vatican address, A Common Christian Agenda for the Common Good, Patriarch Bartholomew enlarged his warning by stating that due to the “rapid progression of science and technology . . . technology is no longer man’s servant, but instead is his primary driving force, which requires complete obedience, as well as imposes its own principles on all aspects of life.”  While many “worship technology and its highest symbol—the computer—as our god, expecting to receive all our benefits, joy, communication, progress, information, jobs, etc, from it,” Bartholomew warned that “science is a great power, but it is not almighty.”

Most recently, the 2nd International Conference onDigital Media and Orthodox Pastoral Care took place on June 17-20 in Kolympari, Crete under the aegis of His All-Holiness Bartholomew.   Apart from the negative aspects threatening the human person, the need for proper preparation, spiritual provision and pastoral responsibility by Church leaders was discussed. Like Pope Benedict’s exhortation for the development of “info-ethics,” the Conference recommended the creation of a “framework of education which would help promote discernment and the healthy and genuinely productive use of digital media.”

A review of the aforementioned Papal/Patriarchal Church documents provides a number of vital theological keystones of a robust theology of Christian communications, whose foundational structure begins with the gift of the Triune God’s Self-Communication.  By means of His self-revelation as the “Living Word” (Hebrews 4:12), God disclosed His communicative identity. The foundational assumption of Scripture is not simply that God exists, but that he has communicated through the prophets and apostles, and most decisively through the personal revelation of his incarnate Son. As a result of its encounter with Jesus Christ, humanity recognizes its respective identity as a community of communicating persons, communication with one another and with the Triune God. For most Christians, this encounter is most personally fulfilled in the Eucharistic Presence.

The words “community,” “communion,” and “communicate” are derived from the same New Testament Greek word “koinonia” (Galatian 6:6). Since community without communication is a contradiction, early Christians developed and maintained strong links between their geographically separate communities. In so doing, they displayed the theological understanding that love, peace, and unity require constant and authentic communication.

The practical applications of such a theology of communication are numerous and rich. Theological schools and seminaries will certainly maximize their fundraising efforts if they execute a theologically-based communications strategy that emphasizes mission and includes a coherent inspirational narrative.  Unfortunately, many institutions of religious higher education do not take the time to communicate such a consistent message. Sloppy and inauthentic messaging will disenchant major donors and constrain an institution’s overall ability to raise adequate funds. Failure to appropriately align the theological school’s primary narrative with the school’s communications efforts will severely damage an institution’s brand, its fundraising efforts, future enrollment, and its overall survival.

As all fundraising efforts must be done in the context of how a theological school or seminary has decided to engage and present itself to the public, development communications strategies should always be consistent, present clear and honest depictions of strategic aspirations and start with the institution’s overall communications plan. Failure to appropriately align the theological school’s primary narrative with the school’s development efforts will only result in severe damage to the institution’s brand, its fundraising efforts, future enrollment, and its overall survival.

Apart from enhancing institutional fundraising and the formation of effective religious leaders, theologically-based communications, formulated and advanced in an interdisciplinary manner, will assist schools of theological education to more effectively dialogue with the mediated cultures of the world today. Such an institutional culture of communication will enrich the technological use of media by guarding it within moral and ethical parameters. In so doing, the nation’s theological schools and seminars will be given the opportunity to (1) communicate a message of healing, reconciliation, and mutual respect, and (2) simultaneously advance their educational mission in a more consequential fashion.

Theological schools and seminaries would be well served to audit their existing institutional culture of communication in order to determine the degree to which they align with the theological principles outlined in the Orthodox Church’s Patriarch exhortations and the Vatican’s exhaustive repository of World Communications Day Messages.

Student Communications Competencies

If the nations theological schools and seminaries desire to remain at society’s crossroads, they must develop religious leaders who are relevant and proficient communicators. Apart from nurturing a theologically-based institutional culture of communications, they must also strive to effectively form graduates who are sincere, enthusiastic, refrain from over-talking, and have the genuine desire to be relevant and to fairly hear the opinion of others. If unable or unwilling to provide such education and training, religious institutions of higher learning will continue to be nudged to the sideline of irrelevancy. In fact, the graduation of sloppy, inarticulate, and inattentive communicators will only lead to decreasing enrollment, debt, and, finally, more school closures.

Research conducted by the Association of Theological Schools (ATS) has unfortunately concluded that seminary and theological school degree programs do not devote sufficient time in their curriculum to the development of effective communicators.  Unfortunately, many member schools require students to complete only one preaching course.  As a result, ATS has concluded that too many graduates are poor writers, uninspiring speakers, have only the basic skills of teaching, and uncomfortable with using a variety of social media technologies.

In his book, Structured for Mission: Renewing the Culture of the Church (2015), Alan Roxburgh, corroborates the ATS assessment and highlights the poor job that seminaries and theological schools are doing in preparing future religious leaders. “There is a disconnect between the kind of leader seminaries are producing,” he observes, “and the growing sense of the kinds of leaders now needed.” Consequently, there is a “heightening of anxiety across church systems,” claims Roxburgh, “that what seminaries are producing is simply out of step with what is needed.”

In his chapter, Insights from Communication, Network, and Change Theories, Roxburgh, discusses the implications of communications theory, the networking of global cultures, and the information age on church structures. According to the author, theological schools must do a better job at forming graduates with the skills and capacities required to negotiate such radical, discontinuous, and adaptive change. But what competencies will future religious leaders need to effectively transmit Christianity’s core narratives?

The Forbes Communications Council identifies seven major trends that will affect future society: (1) artificial intelligence and process augmentation, (2) improved storytelling, (3) content creators, (4) AI-powered devices, (5) video communications, (6) trust in companies over data use, and (7) digital innovation leading to increased authenticity. According to the American Management Association (AMA), in order to effectively deal with these trends, 21st-century leaders will need to have the following competencies: (1) critical thinking, (2) creativity, (3) collaboration, and (4) communication.

Like Forbes and AMA, the Alban Institute of Duke Divinity School recommends that in order to effectively deal with the fast-paced, constantly changing world, the effective 21st-century religious leader will need to develop the following twelve competencies, of which ten are based on the ability to effectively communicate.

  1. The ability to maintain personal, professional, and spiritual balance.
  2. The ability to guide a transformational faith experience (conversion).
  3. The ability to motivate and develop a congregation to reclaim their role in reaching new believers.
  4. The ability to develop and communicate a compelling vision.
  5. The ability to interpret and lead change.
  6. The ability to promote and lead spiritual formation for church members.
  7. The ability to provide leadership for high-quality, relevant worship experiences.
  8. The ability to identify, develop, and support lay leaders.
  9. The ability to build, inspire, and lead a team of both staff and volunteers.
  10. The ability to manage conflict.
  11. The ability to navigate successfully the world of technology.
  12. The ability to be a lifelong learner.

Whether bringing together different points of view, managing conflict, leading change, and relaying information without losing clarity or focus, religious leaders will need to develop self-awareness and listening techniques, speaking and presentation skills, organized, logical and persuasive writing, conflict management, and meaningful messaging skills.Transition-into-Ministry (TiM) is a Lilly Endowment program that provides leadership development resources for pastors during their first two years of ministry. Like Lovett, TiM’s Clergy into Action Study, has concluded that communication skills “are absolutely vital” to the effective leadership of religious and other non-profit volunteer organizations and communities. According to the study, “the loftiest theological ideals, the best ministry aims, the clearest decisions and goals, the most innovative or adaptive approaches for discipleship, ministry, and mission will all come to nothing if they are not clearly and effectively communicated.”

While recent theological school graduates show an appreciation for the need to use a multi-leveled approach to communication, results published in a study entitled, Toward a Higher Quality of Christian Ministry: A Study of Church Leadership (2004), indicate that most theological school curriculums lack an emphasis on developing communication capacities. The study supports Lovett, TiM and Alban Institute research data, indicating that as a result of poor formation, theological school graduates have a difficulty dealing with future leadership difficulties.  Lacking appropriate communication skills, graduates admit frustration when faced with “financial disarray, conflict and latent hostility, organizational malaise, absence of evangelism, detachment from surrounding neighborhoods and communities, deteriorating buildings, weak lay support of ministries.”

Apart from research studies, management reports, and consulting company advice, Pope Benedict’s 2010 World Communications Day message, The Priest and Pastoral Ministry in a Digital World: New Media at the Service of the Word, provides a number of valuable observations.  Coinciding with the Catholic Church’s celebration of the 2010 Year for Priests, Benedict’s document focuses on what he calls, “the important and sensitive pastoral area of digital communications, in which priests can discover new possibilities for carrying out their ministry to and for the Word of God.”

According to Benedict, the Church “is called to exercise a “diaconia of culture” on today’s “digital continent.” The Pontiff insists that this aim can “best be achieved if they (leaders) learn, from the time of their formation, how to use these technologies in a competent and appropriate way, shaped by sound theological insights and reflecting a strong priestly spirituality grounded in constant dialogue with the Lord.” The nation’s theological schools and seminaries would do well to consider his amplifications when considering the knowledge, skills, and attitudes they would like to impart to their students.

The Elevation of the Holy Cross (also known as the Exaltation of the Holy Cross) is one of the 12 Great Feasts of the Orthodox and Catholic Churches. Annually celebrated on the 14th day of September, the religious festival commemorates the discovery of the actual Cross upon which Jesus was crucified. According to historical accounts, the invaluable religious artifact was unearthed by Saint Helen, the mother of Emperor Constantine the Great, on September 14, 325 AD. in the vicinity of Golgotha, where it lay buried and undetected for centuries.The Catholic Church commemorates the universal significance of the discovery of the Holy Cross by picturing it with a world globe. The Orthodox Church, conversely provides a more elaborate liturgical expression. According to Christian tradition, along with the nails and the inscription of Jesus’ crucifixion written in Hebrew, Greek and Roman, a total of three crosses were excavated by the beloved Empress of the Roman-Byzantine empire. In order to determine which was the authentic cross of Christ, the body of a dead man was placed on all three. When the dead corpse came into contact with the true Cross, it was immediately restored to life. In response to the miracle, the Holy Cross was lifted high in the four directions of the empire for all its citizens to see and venerate. This ancient liturgical rubric is still enacted during current Orthodox Church celebrations of the Elevation of the Holy Cross.

Contemporary theological schools and seminaries must advance beyond a pragmatic view of communication and embrace a theologically-based framework that, like the Feast of the Holy Cross, elevates the primary message of Christianity on high for all to appreciate. Communication is not just an instrument, technique, or technology, but constitutes the most vital of human activities. Used properly, it can resuscitate a culture ailing from the deleterious consequences of virtualization, privatization, and trans-humanization. Such an understanding is, indeed, a valuable gift – a salve – that theological schools and seminaries can offer contemporary society. It is an important shift in thinking from a predominantly instrumental to an integral approach to communication, whereby communication is the defining factor in the creation of culture and construction of meanings.

The nation’s theological schools and seminaries belong at the crossroads of three domains of church, commerce, and culture. In order for their mission and message to remain relevant, however, they must strategically communicate the essentials of their identity. Only by adhering to the 3rd General Standard of Accreditation of the Association of Theological Schools (ATS) will they be able to appropriately engage the digital ecosystem to successfully communicate beyond their respective academy’s immediate environment and, thereby, resist the aggressive forces pushing them to the margins.


THE ROPE OF SHARED GOVERNANCE (Part 4)

By Frank Marangos, D.Min., Ed.D., FCEP

“It is required that those who have been given a trust must prove faithful.” ~ I Corinthians 4:2

Looking through binoculars while on expedition to a hard-to-reach location in the Alps, a group of botanists discovered a rare flower growing out of the side of a deep ravine. To successfully reach the exotic blossom, however, someone would have to carefully descend into the gorge. Noticing a local youngster standing nearby, the botanists asked if he would allow himself to be lowered with a rope along the side of the dangerous canyon. Excited, yet apprehensive about the venture, the boy peered thoughtfully into the chasm. “Wait,” he said, “I’ll be right back.”  True to his word, the youngster returned accompanied by a much older man. “I’ll go over the cliff now,” said the lad, “but only if this man holds the rope. You see,” said the boy, “he’s the only one I trust . . . he’s my father!”Trust is the rope of shared governance. It is the firm administrative cord that helps trustees of theological schools and seminaries judiciously extend their respective reach. Shared governance, however, is a critical value of collaborative leadership that requires continued hard work, open communication, respect, and above all, trust. In fact, the stronger the confidence level of and for an institution’s board of trustees before a crisis, the better the chance that effective strategies will be wisely developed and prudently implemented.

The previous three parts of the commentary entitled,Transfiguring Theological Education, have utilized the General Standards of Accreditation (2017) published by the Association of Theological Schools in America (ATS) to help the nation’s theological schools and seminaries identify ways of overcoming the fiscal, administrative, and pedagogical challenges that currently threaten their survival. This essay will continue this pattern by examining how the implementation of shared governance can help nurture environments of institutional trust in which more effective and sustainable solutions can be advanced.

According to the Standard on Authority and Governance of the Association of Theological Schools in America (ATS), governance is an “institutional stewardship . . . and the responsibility of all, not just the governing board.” It is based on a “bond of trust among boards, administration, faculty, students, and ecclesial bodies.” As such, ATS recommends that each of its member institutions articulate “its own theologically informed understanding of how this bond of trust becomes operational as a form of shared governance.”

Governance has been a hallmark of colleges and universities in the United States since the early twentieth century. Governance is the means by which the nation’s institutions of higher education are formally organized, managed, and operated. While fundamental differences concerning the definition, structure, and application of governance among ecclesial educational institutions exist, research indicates, that when properly implemented, the shared governance model fosters the most favorable atmosphere for trustful relationships to develop.

Shared governance is a model of trusteeship in higher education that is based on the principle of distributed authority that links inclusiveness, creativity, and honest conversations. In a time of serious challenges, shared governance can be an essential institutional asset that can help trustees shift their thinking from parochial interests to more creative approaches for addressing tomorrow’s realities. But what are the characteristics of shared governance? And how can the nation’s institutions of higher theological education implement its valuable essentials?

The concept of shared governance first appeared in the 1960s when an often-cited document on the subject, Statement on Government of Colleges and Universities, was issued jointly by the American Association of University Professors, the American Council on Education, and the Association of Governing Boards of Universities and Colleges. Shared governance promised to increase collaboration, create useful links between constituencies, and build needed partnerships. It was a system that would guard against adopting models of governance that only emphasized fiduciary and utilitarian efforts.

Shared governance supports the collegial nature of theological education. In order for such a culture of trust to emerge, however, the ATS Commission on Accreditation specifically recommends that the unique and overlapping roles and responsibilities of the governing board, faculty, administrators, students, and other delegated authorities “be defined in a way that allows all partners to exercise their mandated or delegated leadership.” Furthermore, as governance is the ordered exercise of power that allows an institution to accomplish its’s mission and purpose, the Commission identifies three elements that are necessary for this power to be exercised in an orderly and trust-nurturing fashion: (1) authority, (2) structure, and (3) process.

Authority is defined by the 7th General Standard as “the exercise of rights, responsibilities, and powers accorded to a theological school by its charter, articles of incorporation and bylaws, and ecclesiastical and civil authorizations.” Structureon the other hand, involves the various entities responsible for governing decisions, usually including the governing board, the administration, the faculty, and often student groups. Finally, effective governance requires a process by which the structure is ordered and implemented. Structure is effectively implemented only through carefully defined procedures that identify which group does what kind of work and how each group’s activity is coordinated with that of other groups.

In his article, Governance and the Future of Theological Education (2009), Daniel Aleshire, former executive director of the Association of Theological Schools (ATS), reasons that governance “is a necessary, complex, and varying component of a theological school.” Aleshire warns, however, that healthy governance is jeopardized “when schools are stressed and when substantive decisions are necessary to move a school’s mission into an uncertain future.” Unfortunately, many of the nation’s theological schools and seminaries currently find themselves in just such a precarious impasse.

The Council for Aid to Education recently reported that public colleges and universities raised $43.6 billion in 2017. This is the largest fundraising total ever recorded by the annual survey since it began in 1957. Charitable contributions to colleges and universities in 2017 increased by 6.3 percent. Unfortunately, less than one percent of the nation’s colleges raised more than 28 percent of the record-breaking total.

Like most of their non-religious counterparts, contributions have severely declined, and enrollment at many of the nation’s theological schools and seminaries has fallen by nearly 25% over the past decade. According to the 2017 Moody Investor Service Report, the main contributors of this injurious situation are: (1) decreasing denominational support, (2) tuition discounts, and (3) declining enrollment. As a result, some of the oldest and most celebrated theological institutions of theological higher education in America are on the brink of financial collapse.

Faced with acute institutional stress, trustees of many of the nation’s theological schools and seminaries are considering conventional strategies for reversing negative trends. Tactical interventions being considered include increasing tuition, emphasizing alumni fundraising, monetization, partnerships, borrowing, downsizing, and/or adding degree programs. If leaders of theological institutions of higher learning aspire to strategically overcome their current set of major difficulties, however, they would be better served to heed Aleshire’s counsel. Rather than quickly implement defensive short-term mediations, a rigorous honest assessment of their respective governance structures would prove to be a more prudent first step. Such an evaluation, however, would undoubtedly require a courageous reach towards the exotic blossom of adjustment. In the end, only by cultivating structures of shared governance will trustees identify entrepreneurial ways to sustain and effectively advance the mission of their respective institutions for years to come.

In his article published in the Chronicle of Higher Education entitled, Exactly What Is ‘Shared Governance’? (2009), Gary Olson, provost and vice president for academic affairs at Idaho State University, advocates that authentic shared governance balances maximum participation in decision making with clear accountability. “Genuine shared governance,” writes Olson, “gives voice to concerns common to all constituencies as well as to issues unique to specific groups. The key to genuine shared governance,” insists Olson, “is broad and unending communication.” Only when various groups of people are kept in the loop, understand what developments are occurring within the university, and are invited to participate as true partners can institutions of higher education prosper.

The Faculty Council Task Force on Shared Faculty Governance of Emory University has developed a set of Essential Elements of Shared Governance that advance Olson’s observations. Governance of the University is shared among the Board of Trustees, the administration, faculty, staff, and students in an indispensable interdependence. Effective shared faculty governance requires striking a balance between broad consultation and timely decision making. The following eleven principles underlie and guide the development of all structures of shared faculty governance at Emory: (1) interdependence, (2) inclusiveness, (3) transparency and communication, (4) accountability, (5) democracy, (6) deliberativeness, (7) consistency, (8) collegiality, (9) fairness, (10) recognition, and (11) plurality.

In his article, The 10 Habits of Highly Effective Boards (2014), Rick Legon, president of the Association of Governing Boards (AGB), stresses the need for leaders of higher educational institutions to cultivate a culture of shared governance. Apart from upholding basic fiduciary principles, academic quality, accountability, and promoting healthy relationships with the president, Legon, like Olson, emphasizes the need to select and continually renew trustees who have a commitment to shared governance.

The In-Trust Center for Theological Schools recently released a revised and expanded edition of its guidebook of best practices for theological school governing boards. The new edition of the Wise Stewards Guide (2018) includes an updated section on the changing context of theological education. According to the Guide, wise governance includes six essentials: (1) respect for the past and the future, (2) commitment to board development and growth, (3) responsibility for effective institutional leadership, (4) vigilance for mission and economic vitality, and (5) Implementation of planning and assessment at all levels. Significantly, the Wise Stewards Guideemphasizes the cultivation of a sixth vitality, namely, commitment to shared governance.

In consultation with the In-Trust Center for Theological Schools, the Association of Theological Schools (ATS), recently sponsored a nine-month project to examine governance challenges. Throughout the 2016-17 academic year, 21 theological schools committed teams to work together with the guidance of a peer coach drawn from the ranks of veteran seminary leaders. The collective insights of the schools serve to both affirm established notions of good governance and challenge the status quo with emerging ideas. Apart from honest personal relations, frequent communications, far-sightedness, and mission focus, trust was identified as one of the 10 critical characteristics of shared governance listed in the study’s benchmark recommendations.

Trust is the highest form of human motivation. According to the vast majority of management and organizational experts, trust is one of the most important characteristics of an effective leader. In his book The Speed of Trust (2006), Stephen M. Covey suggests that the power of trust “lies in its ability to ease worry and create opportunities.” According to Covey, low levels of trust – of confidence – create an unseen danger in life and business. A lack of trust generates hidden agendas and guarded communication, thereby slowing or paralyzing leaders from effective decision-making. A lack of trust, argues Covey, “stymies innovation and productivity.”

Theological schools and seminaries are in need of directorial sentinels that embody In-Trust and Covey’s descriptions of trust-affirming leaders who are honest, engender confidence, and inspire creativity. Composed of business, faculty, and administrative constituencies, boards that function according to the collaborative principles of shared governance fuel trust, teamwork, and timely results. Such trusteeship, however, requires high levels of maturity, authenticity, and competence. Trust is valuable only if it is directed to one deserving of confidence. Many of the nation’s theological schools and seminaries, however, have experienced more than their share of misinformation, misplaced loyalties, and broken trusts. Consequently, many have learned the hard way, that only by appointing expert, honest, and trust-inspiring individuals to a system of shared governance can their schools experience unfaltering guardianship.

Like ATS and In-Trust, the Association of Governing Boards (AGB) of Universities and Colleges has challenged the nation’s leaders of colleges and universities to implement structures that foster shared, collaborative, or integral governance. Recently, in a publication called The Top 10 Strategic Issues for Boards (2013–2014), AGB insisted that, in order to accomplish their goals, “many governing boards have moved to a model of integral leadership—collaborative but decisive leadership – that can energize and link . . . president, faculty, and board in a well-functioning partnership purposefully devoted to a well-defined, broadly affirmed institutional vision.”

In Restructuring Shared Governance in Higher Education (New Directions for Higher Education,2004), William Tierney and Vincente Lechuga postulate that the shape and practice of leadership is always influenced by an organization’s understanding of God’s authority, power, mercy, justice, and love. In times of challenge this question is particularly important. “When pressures arise,” insist the authors, “the spotlight shines directly on governance, since governance is ultimately about thorny issues like power, authority, personnel decisions, and the stewardship of resources, mission, relationships, strategy, and leadership.” A theological school’s model of governance should, therefore, be based on a firm scriptural foundation.

The Hebrew and Greek words for “trust” in the Bible literally mean a bold, confident and/or sure security. While trust is not exactly the same as faith, it is believing in the “promises of God,” and in leaders in whom God “entrusts His authority.” According to Solomon, while “a wicked messenger falls into trouble, a trustworthy envoy brings healing (Proverbs 13:17). “The Lord,” insists the wise King, “delights in people who are trustworthy” (Proverbs 12:22). As such, Moses is instructed to “appoint guardians . . . who are reverent, honest, incorruptible and trustworthy leaders” (Exodus 18:21). Finally, it is to those who are “trustworthy with small matters,” writes Saint Luke, that God will delegate “even more authority” (Luke 19:17).

The 7th Standard of ATS’ Commission on Accreditation is correct. A scripturally-based theology of authority and governance matters! If the nation’s theological schools and seminaries want to honestly adhere to ATS’s recommendation, they must take the time and effort to develop robust theological underpinnings for their respective governance structures that are biblically based and reflect God’s triune image. Leadership that echoes God’s Trinitarian life will strive to model partnerships of many kinds, accepting all relationships in their differences, as having vitality and equal value. Only in this fashion can trusteeship manifest a stewardship of shared relational trust.

Since the governance of a theological school functions as the servant of the institution’s communal mission, it should be firmly anchored in a theological understanding of faithful stewardship. Unity is not to be equated with the denial or reduction of differences, but emphasize mutual intercommunion. Instead of defining its authority, structure, and process in secular images of power and control, the governance of theological schools and seminaries should be noted as cultures founded on what ATS’sStandard of Governance and Authority underscores as “the bond of trust.”

OINOS Consulting provides a model of trusteeship called R.O.P.E. for seminaries and institutions of higher theological education who, like ATS and AGB, are interested in selecting trust-affirming individuals with the knowledge, temperament, and skill-sets for their respective governing boards. Based on the vitalities of shared governance, R.O.P.E trustees are selected according to: (1) reverence, (2) organization, (c) philanthropic, and (4) entrepreneurial potentials.  Boards of Trustees whose membership is characterized by these vitalities are capable of effectively manifesting a culture of shared governance in their respective Christian theological schools and seminaries.

Reverence refers to a potential trustee’s awareness of and commitment to a theological school’s Christian identity and ecclesiology. Reverent trustees regularly participate in the Sacraments, recognize the value of worship and prayer, favor the application of Biblical and theological truths, and respect official denominational documents. Ordered trustees are, subsequently, reverent overseers that favor the application of tested business and finance principles, recognize value of dashboard and scorecard data, value strategic plans and systems, encourage regular communications and are consistently prepared for intelligent board meeting discussions.

Apart from being reverent and ordered, R.O.P.E. classified trustees are characterized as philanthropic.  Philanthropic trustees are generous, servant-centered stewards who are willing to identify and solicit donors, are interested in extending educational services to the greater community, and dislike institutional insularity. Unfortunately, according to an Auburn Study, fewer than one in five theological trustees (18 percent) report that the theological school they serve is their highest priority in giving. Most worrisome, only 32 percent have made provision for the school in their will. Despite the fact that full board participation in giving is universally acknowledged to be a cornerstone of a successful fundraising program, most theological schools fail the test. Only 15 percent of the nation’s theological schools report that all their trustees made a contribution in the previous year.

R.O.P.E trustees are, finally, differentiated from their more parochial counterparts by being entrepreneurial thought leaders.  They are interested in leveraging education and cultural trends, favor high-impact initiatives, cultivating cultures that promote idea incubation, and are not risk-averse. As sectors of society will one day be served by theological graduates, they should also “share” in the school’s decisions. Entrepreneurial trustees help form such valuable partnerships with communities, industries, and other entities outside the actual academic institution.

Trustees are an integral part of a theological school community. They represent a vital Church vocation of theological higher education and should, therefore, be challenged to provide more than guaranteed votes of patronage to hierarchical-style leaders. On the contrary, it is incumbent upon the nation’s theological schools and seminaries to appoint trustees who have a perception of the Church and its schools of higher learning that coincides with the mission, policies, and purposes of their founders. In the final analysis, a trustee of a theological school and/or seminary is a servant of Christ and His Church in one of the greatest and most sacred of endeavors. In this task the Church needs Godly men and women with the reverence, organization, philanthropic and entrepreneurial dedication to faithfully advance this vital work.

A story is told about two mountain climbers who wanted to scale the Matterhorn. They hired three guides and began their ascent by roping themselves together, guide-traveler, guide-traveler, guide. During their ascent, the last man lost his footing. He was held up temporarily by the other four, because each had a toehold in the niches they had cut in the ice. But then the next man slipped, and he pulled down the two above him. The only one to stand firm was the first guide, who had driven a spike deep into the ice. Because he held his ground, all the men beneath him regained their footing.

The anecdote illustrates a valuable theological principle of shared governance. Like the climbers who slipped, trustees of theological schools and seminaries who are firmly bound together in authentic partnership are able to survive the slippery slopes of financial, administrative, and educational challenges.  Apart from being secured to tested organizational principles, philanthropy, and entrepreneurial methods, their institutions of higher theological learning will never perish because their rope is reverently tethered to Christ and His Church.

Trust is the sine qua non of shared governance. Together with time, talent, and treasure, trust is the 4th “T” of a trustee’s effective stewardship of shared governance that is firmly anchored in confidence in God.  Only by faithfully amplifying their shared testimony of service through reverence, organizational excellence, philanthropic zeal, and entrepreneurial creativity can the trustees of the nation’s theological schools and seminaries hope to overcome their current challenges. This will only be accomplished by first strengthening the most vital aspect of their respective institutional identity, namely, the rope of trust.


THE STAMP OF STRATEGIC PHILANTHROPY (Part 5)

By Frank Marangos, D.Min., Ed.D., FCEP

“By doing good with his money, a man, as it were, stamps the image of God upon it, and makes it pass, current for the merchandise of heaven.” ~ John Rutledge

The rare British Guiana 1c magenta is considered the most valuable stamp in the world. Cut in the shape of an octagon, the stamp is the only one of its kind known to exist. Issued in limited numbers in 1856, the rare impress was discovered in 1873 by a 12-year-old Scottish schoolboy among his uncle’s letters. Since its initial rescue, the stamp has broken the previous world auction price four times, most recently selling in 2014 to shoe designer Stuart Weitzman for $9.5 million in only two minutes.

Before the advent of stamps, the addressee, and not the sender paid for the missive’s delivery. The introduction of the postage stamp by Great Britain in 1840 exempted the recipient of any responsibility. As the anglicized term “philately” is derived from a compound of two Greek words meaning “an affinity” and “exempt from tariff,” famous philanthropists and collectors of rare stamps like Buffet, Carnegie, DuPont, Steinway, and Weitzman, gradually became known as philatelists.

Planned giving is the strategic stamp of philanthropic philatelists. It is the prized postmark that can help theological schools and seminaries overcome their recurring financial challenges. While most educational institutions rightly place an equal emphasis on annual giving, major gifts, and capital campaigns, expert development officers require an additional focus to assure the future sustainability of their respective schools. Rather than inducing donor fatigue through frequent fundraising appeals, these leaders better serve their institutions of theological learning by cultivating long-term strategic-minded donors. By encouraging such potential planned givers to judiciously invest the altruistic stamp of their resources today, they are, in fact, helping entrepreneurial philatelists dispatch their impactful legacies to future recipients, free from any latent tariff.

The previous four parts of the commentary entitledTransfiguring Theological Education have utilized the General Standards of Accreditation (2017) published by the Association of Theological Schools in America (ATS) to help the nation’s theological schools and seminaries identify ways of overcoming the fiscal, administrative, and pedagogical challenges that currently threaten their survival. This essay will continue this pattern by examining how planned giving strategies can help institutions of theological higher education meet their long-term goals and help provide for responsible and effective financial management.

According to the 8th General Standard onInstitutional Resources, “an institutional advancement program should be planned, organized, and implemented in ways congruent with the principles of the school.” Apart from annual and capital giving initiatives, the Institutional Development and Advancement subsection of the 8th General Standard recommends that development efforts should include “planned giving conducted in patterns consistent with relationships and agreements with the school’s supporting constituencies.”   But what exactly is planned giving and how can the nation’s theological schools and seminaries harness the valuable postmark of the strategy’s fundraising potential?

Planned giving is a strategic comportment within a comprehensive moves management cultivation process. In their journal article entitled, Planned Giving: The Future of Fund Raising (1991), Joan Edwards and Alden Tueller describe planned giving as a process that generally seeks “large contributions of accumulated assets, real estate, stocks, bonds, trusts, and paid-up insurance policies that require the oversight of a contributor’s financial advisors.” Planned giving should, consequently, not be understood as an add-on fundraising contrivance, amateurishly posted on a website menu of giving options. It is not a simple development tactic concerned with balancing the immediate budget, but an intricate, proactive, donor-centric, and long-term institutional advancement strategy.

In his monograph, Philanthropy and Fundraising in American Higher Education (2011), Noah Drezner, founder and editor of Philanthropy & Education, describes planned giving as a “strategic and long-term approach that has produced the nation’s largest gifts in higher education.” Frequently referred to as “legacy,” “bequest,” or “endowment gifting,” planned giving seeks to cultivate the promise of deferred resource(s) that are often (1) final and nonrecurring, (2) based on donor values, (3) include a reduction of gift taxes, and (4) transformational. Apart from providing philanthropic alignment and a path toward sustainability, Drezner agrees with Edwards and Tueller that planned giving fundamentally seeks to align a donor’s legacy aspirations with the assurance of significant mission impact.

The origin of planned giving can be traced to the classic Greek and Roman civilizations where perpetual family foundations allowed 1st Century citizens to leave and receive bequests. Later, throughout the medieval period, many social services were performed using the proceeds from land rents held in charitable trusts, and by the remainders from gift annuities funded for the benefit of the Church. During the Reformation, however, statutes were enacted that stipulated, that after a maximum of 20 years, the lands held by the Church were to return to the donor. More recently, America’s early educational, cultural, religious, and social service agencies were established and funded by philanthropists like Ben Franklin, John Harvard, John Carroll, Francis Alison, Leland Stanford, and others whose generous planned gifts created charitable trusts, foundations, and endowments that continue to exist today.

As costs associated with theological higher education in America continued to rise, planned gifts and bequests increased in importance. In addition to alumni, annual, and corporate giving programs, planned giving became critical to an institution’s financial security and sustainability.  Planned giving is currently a way to support and enable philanthropic-minded individuals to make larger gifts than they could make from ordinary income.

The Association of Fundraising Professionals (AFP) defines a planned gift as a “voluntary and, often, major gift that involves integrating personal, financial and estate planning concepts with a donor’s plan for lifetime or testamentary giving.” Apart from the possibility of significant estate tax benefits, a planned gift provides a way to give beyond the use of current assets. While annual donations are made from a donor’s discretionary income, planned gifts are frequently made at death as part of a donor’s overall financial and/or estate planning. Planned gifts, consequently, require the assistance of qualified professional consultants, legal, and/or financial advisors to provide the needed expertise and confidentiality to appropriately complete and execute. So how and to what philanthropic philatelists should theological schools pilot their planned giving strategy?

In their 2012 Southeast Regional Conference presentation entitled, Effective Ways to Have the Planned Giving Conversation with Donors, the United Way suggests a four-phase approach to planned giving: (1) relating (romance), (2) discovery (research), (3) advocating (request), and (4) supporting (recognition). During the relating (romance) phase, development officers are encouraged to determine the trust and confidence levels that a prospective planned donor has to the institution he/she represents.  While the second phase focuses on discovering a nonprofit’s legitimate need(s), the advocating stage seeks to determine whether or not the “perceived need(s)” aligns with the donor’s. The final supporting phase, tests the degree to which a potential planned giver would be satisfied with “investing” in such a partnership.

Marti Heil and Sandra Bate of the Indiana University Foundation advocate a similar cultivation approach. In their chapter, High-Net-Worth Donors, published in the 3rd Edition of Achieving Excellence in Fundraising (2011), the authors outline a six-step process that includes: (1) exploration, (2) evaluation, (3) enlightenment, (4) engagement, (5) encouragement, and (6) endowment. Like the United Way, Heil and Bates encourage institutional advancement officers to remain “disciplined” in working with high-net-worth donors. They promise that the “rewards” of personalized and fully engaged donors, enlightened with the organization’s mission, will be “truly transformational.”

In his article, Primary Donor Motivation: The Subtle Difference Between “Giving With” and “Giving Because” (2011), Eddie Thompson, president of Thompson and Associates, a charitable estate planning firm, classifies donors according to three motivations: (1) emotion, (2) habit, and (3) strategy. While three-fourths of all donors give from habit, Thompson suggests that others contribute resources as a result of emotional appeals. Strategic donors, he argues, “almost always pledge significant gifts and make giving decisions based on some strategic significance.”

Donor-centric methods of planned giving best align with the characteristics and motivational dispositions of strategic donors. Like the United Way and the Indiana University Foundation,Thompson and Associates provides a charitable estate planning process for strategic-minded donors that includes: (1) confidentiality, (2) value-based affinity, (3) net-worth estate appraisal, and (4) expert recommendations. Unlike the more transactional approaches that emphasize tax reduction and wealth-transfer strategies, Thompson’s values-based estate planning approach seeks to align a donor’s (1) financial and relational needs/concerns for their spouse and heirs, (2) personal credo of life principles, (3) approximate net-worth, and (4) legacy aspirations. However, only when these issues are suitably clarified, should social-capital tax and wealth-transfer strategies, such as charitable gift annuities, pooled income funds, and charitable remainder unitrusts, be addressed. The result of such a thoughtful and deliberate process is the execution of planned gifts strategies that are far less likely to be revoked in the future.

Planned giving methods provide donors the ability to (1) make a gift, often larger than he or she thought possible, (2) enjoy the satisfaction of providing the means for an institution to fulfill its mission, (3) reduce gift/estate taxes, (4) reduce or avoid capital gains taxes, (5) pass assets on to family members at reduced tax costs, (6) increase income and effective rate of return, (7) possibly receive income for life, and (8) leave an impactful legacy without giving up assets. Like a stamped letter, mailed today and enjoyed by a recipient tomorrow, the pre-paid philanthropic postmark of a properly developed planned gift will sustain the mission and work of the nation’s theological schools and seminaries far into the future. Such altruistic gestures are often called “legacy gifts” because so many are created to endow future generations with formidable influence.

The Council for Aid to Education recently reported that public colleges and universities raised $43.6 billion in 2017. This is the largest fundraising total ever recorded by the annual survey since it began in 1957. Giving by bequest totaled an estimated $35.70 billion, increasing 2.3 percent from 2016. Unfortunately, less than one percent of the nation’s colleges raised more than 28 percent of the record-breaking totals. Like most of their non-religious counterparts, contributions have severely declined, and enrollment at many of the nation’s theological schools and seminaries has fallen by nearly 25% over the past decade. According to the 2017 Moody Investor Service Report, the main contributors of this injurious situation are: (1) decreasing denominational support, (2) tuition discounts, and (3) declining enrollment. As a result, some of the oldest and most celebrated theological institutions of theological higher education in America are on the brink of financial collapse.

Fortunately, according to a recent article (Oct. 16, 2017) in the Stanford Social Innovation Review, an estimated $30 trillion will be inherited by the next generation in the United States from the prosperous Baby Boomers in the next 20 years. Considered the largest reassignment of financial resources in human history, the Great Wealth Transfer, may be the single greatest planned giving opportunity for theological schools and seminaries in the modern era. In order for these institutions to take advantage of this massive reassignment of capital, however, sophisticated planned giving strategies are required.

The Center for the Study of Theological Education at Auburn Theological Seminary offers valuable guidance to institutions of higher theological learning willing to refine their advancement efforts in order to leverage this historic transfer of wealth. According to their publication, Great Expectations: Fund-Raising Prospects for Theological Schools, apart from setting realistic goals, and requiring the participation of their institution’s president, schools of higher education should implement planned giving methods that include a variety of financial instruments adapted to donor values and value-centered legacy aspirations. While planned giving programs will not solve their immediate financial needs, the monogram ensures that academies disposed to doing so, will be “investing in their future’s financial well-being.” To effectively advance such development strategies, however, theological schools and seminaries will be required to contend against the negative influence of the Matthew Effect.

The Matthew Effect, or Principle of Accumulated Advantage, may be summarized by the adages “fortune smiles on the fortunate,” and “nothing succeeds like success.” While the concept is often used to explain positions of fame and status, it may also be applied to describe the cumulative advantage of economic capital. First proposed by sociologist Robert K. Merton in 1968, the theory’s name was coined from a parabolic phrase attributed to Jesus cited twice in the Gospel of Saint Matthew: “To everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away” (Matthew 13:12; 25:29).

A 2011 fundraising study conducted by the Higher Educational Institutions (HEI) identified the existence of the Matthew Effect in 27 countries within the European Union. Despite the presence of significant untapped philanthropic potential, it was determined that not all universities were equally endowed with the same fundraising capacities. Privilege, concluded the study, begets privilege when it comes to successful fundraising among universities.

Like the HEI Study, a 2017 Fundraising Report of the Council for Aid to Education also concluded that the most prestigious educational institutions in America tend to raise the largest amounts of money from private sources. Unfortunately, existing positions of prosperity and institutional privilege do, in fact, serve to perpetuate an ongoing cycle of accumulative advantage in American colleges and universities, a trend that is especially pronounced in the nation’s institutions of theological higher education.

Since strategic cultivation increases an organization’s image, reputation, and priority with both current and future planned giving donors, OINOS Consulting has developed a Strategic Cultivation Method that is based on the Parable of the Sower (Matthew 13:1-12). If employed in tandem with more specialized value-based estate planning processes like the Thompson and United Way models, the general strategy can help the nation’s institutions of theological higher education counteract the Matthew Effect. Like the British Magenta octagonal stamp, the OINOS cultivation process includes the following eight interrelated steps.

  1. Servant: Classification of donors
  2. Soil: Clarification of donor’s credo of personal values and aspirations
  3. Situation: Alignment of personal credo with mission/vision of school
  4. Seed: Calculation of resources
  5. Scheme: Identification of most appropriate philanthropic tools/instruments
  6. Start: Execution of strategy
  7. Salutation: Celebration of philanthropic impact
  8. Supervise: Monitoring of on-going donor/institution relationship

The Parable of the Sower, upon which the OINOS Cultivation Method is based, is a story about the awesome investment that God has imparted to humanity. According to Christian sacramental theology, each individual is unique, beloved, “stamped” at baptism with God’s saving Grace . . . the “talent” to which the Parable of the Sower refers. God expects the faithful to utilize their respective charism to extend His Message, not to play it safe . . . or to hoard His Grace by burying wealth, time, and talents in the napkins of self-absorption, negligence, and/or timidity. On the contrary, by courageously advancing effective planned giving strategies, the nation’s institutions of theological higher education can ensure that future seminarians and students will enjoy a “return” on the inheritance that the Lord has bequeathed to his current Church.

In September 2014, a Brooklyn mailman named Joseph Brucato admitted intentionally hoarding nearly a ton (40,000 pieces) of mail over a 10-year period. The postal worker was arrested after his supervisor noticed that the mail carrier’s personal car was stuffed with undelivered envelopes. It took law enforcement agencies five hours to remove the stash of stolen letters they additionally found in Brucato’s apartment. While severe criminal charges were dropped against the then 68-year old postal worker due to his advanced age and poor psychological condition, one can only imagine the reaction of the recipients who finally took delivery of the messages he hoarded from them ten years prior.

Humanity is an interconnected mailroom of aspirational legacies, envisioned by strategic donors who wisely examine the past for relevant precedent, scan the present context for opportunities, and selflessly dispatch their impactful altruism far in to the future. By adhering the prepaid stamp of their respective talents on today’s challenges, philanthropic philatelists can insure that the priceless missives that the nation’s theological schools and seminaries have inherited will not be hoarded in the attic of languid complacency, but rather, faithfully transferred and multiplied in the soil of educational excellence.

 

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