Epiphany Cathedral Catholic Church

Parish Plan - Goal #3

Parish Plan - Goal #3


Goal 3: Provide and manage the financial resources necessary to support existing operations and missions to ensure the long-range viability of our parish.

Theological Perspective:
Every faculty you have, your power of thinking or of moving your limbs from moment to moment, is given to you by God. If you devoted every moment of your whole life exclusively to His service, you could not give Him anything that was not in a sense His own already.   – C. S. Lewis, Mere Christianity

Objective #1: Monitor management of financial resources to create a break-even budget and increase cash reserves by 5% per year.

Action plans include:                                  

  • Review and monitor the annual parish budget, prioritizing expenditures and making recommendations to the Rector.
  • Evaluate capital projects and monitor project costs and implementation.
  • Publish and promote the annual impact report based on the sharing of time, talent and treasure in conjunction with the Stewardship Committee.


Objective #2: Commit $400,000-$500,000 per year to maintain buildings and establish a Capital Reserve Account. 

Action plans include:

  • Establish a Capital Reserve Account at Epiphany and fund it monthly. This process will include establishing a budget as well as policies and reviews for disbursements.   
  • Involve the Building and Grounds Committee in the review of capital expenditures before, during and after completion to monitor the budget and ensure due diligence.


Objective #3: Promote planned giving by parishioners in support of the parish and school community.

Action plans include:

  • Conduct education seminars quarterly focused on Planned Giving initiatives through the Legacy Society and Bequests, such as Estate Planning, End of Life Planning, and Women & Finance to encourage parishioners to create a financial plan and include Epiphany Parish and/or School in their philanthropic planning.
  • Increase visits, receptions and events for current and potential legacy donors to encourage new planned gifts and also to steward those that have already included Epiphany Parish and/or School in their philanthropic planning.
  • Promote and recognize current and potential legacy donors through marketing materials (bulletin, website, mailings) and install a Legacy donor wall/tree on campus.
  • Participate in the Annual Giving Challenge to increase visibility, donations and expand our database of planned giving prospects.

Honor the Lord with your wealth, with the first fruits of all your crops; then your barns will be filled to overflowing, and your vats will brim over with new wine.   Proverbs 3:9-10

How is God calling me to take action?


  • I will become more fully informed of our parish financial resources by reviewing financial reports and projections
  • I will share my treasure by increasing my weekly or spiritual intention donation
  • I will join the Legacy Society by making a planned gift to the parish or school
  • I will share my professional skills to assist Building and Grounds in Capital projects
  • I will share my talents in hospitality by assisting in event planning

My List:                                                                                                            

  • ______________________________
  • ______________________________

To get involved, email: inquiries@epiphanycathedral.org or (941)484-3505.

Next Page: Goal 4

Table of Contents
Letter from Father Jack
5-Year Outlook
Goal #1 – Spiritually Nourish the Faith of Parishioners
Goal #2 – Sharing Our Time, Talent and Treasure
Goal #3 – Promoting Financial Resources
Goal #4 – Improving Communications
Goal #5 – Advancing the Vision of Epiphany Cathedral School
Stewardship as a Way of Life
How is God Calling You?