The Plans’ Impact on Clergy

The Plans’ Impact on Clergy

By Thomas Lambrecht –

As the special called General Conference in St. Louis is less than two weeks away, it is understandable that one group of people is experiencing perhaps the most anxiety –clergy. Clergy are on the front lines of ministry in local churches. They have to deal with conflicting opinions in their congregations, as well as criticism from members for the denomination. While guaranteed an appointment, clergy see the declining congregations around them that diminish future appointment options and call into question their job security. In some ways, clergy may have the most to lose if the General Conference is not able to find a constructive way for the church to move forward.

In the midst of this anxiety, what are the implications and possible consequences of adopting one or another of the various plans General Conference is considering?

Clergy and the One Church Plan (OCP)

In one sense, adoption of the OCP would set clergy free. They could make their own choice regarding same-sex weddings without any denominational restrictions. Those who felt strongly about the need to do such weddings could proceed without fear of formal complaints and a trial. Those who oppose doing same-sex weddings could continue to follow their conscientious beliefs. Openly gay or lesbian persons could be ordained in at least some annual conferences.

The downside of this freedom is that local congregations would also gain the right to make decisions that until now have been made at the general church level. If a congregation wanted to host same-sex weddings, it could vote to do so at a church conference. Congregations opposed to hosting could also adopt a policy statement at their church conference. This means that many local churches will experience another arena of conflict that the pastor will need to manage and help them navigate. In a congregation of mixed opinions and strong feelings, such conflict could pose a threat to the church’s vitality or even continued existence.

Many evangelical clergy by conscience could not continue to serve in a denomination that they believe has contradicted Scripture by approving same-sex marriage and the ordination of self-avowed practicing homosexuals. For them, the need to leave the denomination would lift anxiety to a completely new level. Will their local congregation also seek to leave? Will there be a place of ministry outside the UM Church? Will they find a place that matches their gifts and graces, as well as meeting the needs of their family? Despite the uncertainties, many evangelical clergy will stand on conviction and choose to withdraw.

For clergy of all stripes who stay, they will have to contend with a dramatically decreasing denomination. Every other denomination that adopted a OCP-type plan has experienced at least a doubling of its rate of decline. In The United Methodist Church, worship attendance is falling at the rate of 3 percent per year in the U.S. Doubling that to 6 percent per year would have a devastating impact on local churches and annual conferences, both financially and programmatically. The clergy who stay will have to deal with the fallout of such a decline. In many annual conferences, clergy morale is already low. This increased decline is bound to decrease morale even further.

Availability of appointments for clergy could become more quickly restricted, as congregations decline to the point that they can no longer afford a full-time pastor or even an ordained pastor. This trend is ongoing now, but could dramatically worsen if the denominational decline gets worse. In addition, since clergy tend to be more liberal in theology (in general) than congregations, there may be a shortage of churches willing to have a pastor who wants to do same-sex weddings. This plan relies on the bishop and cabinet to take into consideration the needs of both congregation and clergy, which might be more difficult to do as options for appointment become more limited.

Clergy and the Connectional Conference Plan (CCP)

The CCP was designed to move into a new church structure with the least possible disruption. Clergy would need to determine which connectional conference they want to serve in, but could continue to serve their current appointment on an interim basis until an appointment opens up in their preferred conference. In addition, clergy could make themselves available to serve in a different connectional conference, as long as they were willing to abide by its requirements. This would most likely be seen in progressive clergy serving in a “unity” (or local option) conference.

Adoption of the CCP could bring about the challenge of dealing with the guaranteed appointment for conferences that have more clergy than congregations. This would be somewhat alleviated by the ability to serve in a different connectional conference. There may also be evangelical clergy who find the need to withdraw because even being in the same denomination with those who affirm practices the Bible calls sinful would be untenable, leading to the issues around leaving mentioned above.

Clergy and the Modified Traditional Plan (MTP)

For clergy who are willing to abide by the current requirements of the Book of Discipline, there would be little change. Clergy who wanted to continue living by our current teachings but happen to be in an annual conference that votes to withdraw from the UM Church would be able to remain in the UM Church. They could either serve their existing congregation, if it decided to also remain United Methodist, or receive another appointment to a church in the new annual conference formed in the area covered by the withdrawing conference.

It is possible there would be more progressive clergy than congregations, in which case there may be a shortage of appointments for clergy wanting to perform same-sex weddings. Such clergy could remain United Methodist as long as they were willing to abide by our Disciplinary requirements.Clergy who want to perform same-sex weddings or be part of a church that ordains self-avowed practicing homosexuals could withdraw from the UM Church. They could either serve their existing congregation, if it decided to also withdraw, or receive an appointment in a congregation in a newly formed self-governing (progressive) Methodist church. If they were in an annual conference that withdraws from the UM Church, they would simply remain in that annual conference.

Local Pastors

The most vulnerable clergy are local pastors, who are licensed but not ordained — and have no security of appointment. Local pastors who are more evangelical in theology would find a ready welcome in the UM Church under the Modified Traditional Plan. There would also be a ready welcome in any new denomination formed by evangelicals leaving the denomination under the One Church Plan. In both scenarios, there could be a shortage of evangelical clergy, and there would be an emphasis on planting new churches, which would also increase the need for clergy.

Clergy Pensions

Many rumors are flying around about the impact of the plans on clergy pensions. The Commission on a Way Forward worked with Wespath (Board of Pensions) to minimize any effects on clergy pensions. Regardless of which plan is passed at General Conference, Wespath is recommending two changes to the pension program.

  1. Clergy who leave The United Methodist Church would have their pension account converted to a defined contribution plan. This means that all the money contributed in your name would be set aside for your pension, but there would be no further money contributed to your account under this plan. You could participate in a pension plan in your new place of service, but it would be a new plan. So your pension would combine what you have accumulated under the UM plan, plus what you accumulate in whatever new plan you participate in. (Under the MTP, departing clergy could participate in a new plan with Wespath.) This would extend pension benefits in line with how our pension program was from 1982 until 2007. The only loss a clergyperson would experience is the loss of a guaranteed 2 percent annual increase in pension amounts after retirement. Instead, the pension would depend entirely upon how well the person’s investments perform prior to and during retirement.
  2. Wespath is asking General Conference for permission to bring back to the 2020 session a pension plan that goes back to a completely defined contribution plan, as it was earlier. The portion of the pension plan that is currently defined benefit may not be sustainable, especially in the face of continued denominational decline in membership and finances. To prevent annual conferences accumulating large unfunded pension liabilities in the future, Wespath is recommending a return to a completely defined contribution plan. This is the way most businesses run their pension programs now, and it would place our plan on a secure foundation for the future.

In addition, the MTP provides for an equitable way to secure funding for unfunded pension liabilities. Most of these liabilities relate to clergy who served prior to 1982. Some of the liability relates to the current post-2007 plan. If recommendation #1 above is adopted, there would be no further accumulation of pension liabilities under the current plan for clergy who withdraw, and future liabilities under the post-2007 plan would be eliminated. If recommendation #2 is adopted, there would be no further accumulation of pension liabilities at all for any clergy, once the new pension program was implemented.

Every effort has been made by the Commission and proponents of the various plans, regardless of theological perspective, to ensure the continued viability of the pension program for all clergy and to minimize any pension impact of a particular plan. The language used in the MTP and in some of the exit paths concerning pensions was supplied by Wespath and vetted by them. Those wanting additional information about the impact on pensions can visit the Wespath FAQ page.

Thomas Lambrecht is a United Methodist clergyperson and the vice president of Good News. He is a member of the Commission on a Way Forward.

The Plans’ Impact on Clergy

Revisions to the Modified Traditional Plan

By Thomas Lambrecht –

In November, the Judicial Council declared portions of the Traditional Plan unconstitutional. Since that time, a team has been working on revisions to the Traditional Plan to bring it into compliance with Judicial Council Decision 1366. Any of the Traditional Plan petitions that are not mentioned below can be adopted without change.

For those of you who like to delve into all the details, here are the proposed revisions to the Traditional Plan. We are also proposing revisions to the Modified Traditional Plan petitions (two petitions submitted by Maxie Dunnam to augment the Traditional Plan) to bring them into compliance with JCD 1366.

The Renewal and Reform Coalition can support any one of three petitions on Disaffiliation (Boyette, Ottjes, or Taylor). The latter two also need revisions in order to make them compliant with the exit path ideas put forward by the Commission on a Way Forward and the Traditional Plan. The linked document contains margin notes that explain the reason behind each of the recommended revisions.

The proposed revisions have been endorsed by the Rev. Jessica LaGrone, Mrs. Patricia Miller, and myself, who were all endorsers of the original Traditional Plan as members of the Commission on a Way Forward. The revisions are also endorsed by the Renewal and Reform Coalition. You can find more information about the coalition and our perspective on the various plans at methodistcrossroads.org.

Episcopal Accountability

The Judicial Council declared unconstitutional the proposal that the Council of Bishops hold its members accountable through a process that could result in an involuntary leave of absence or involuntary retirement. We do not see a way of salvaging this proposal. Therefore, we ask that petitions #2-4 of the Traditional Plan not be considered.

Instead, we propose that Petition 90078 (p. 211) – Modified Traditional Plan Global Episcopacy Committee submitted by Maxie Dunnam – be substituted in place of the original accountability proposal. This petition creates a Global Episcopacy Committee to administer the complaint process, in place of the current jurisdictional college of bishops. We have proposed revisions in Dunnam’s petition to clarify some matters that were raised as questions. We have also deleted provisions that were declared unconstitutional.

Board of Ordained Ministry Membership/Responsibilities

Petition #5 of the Traditional Plan needed to have the word “practicing” inserted, to clarify that we are talking about self-avowed practicing homosexuals in terms of ordination. The word was inadvertently left out in the original version.

Petition #6-9 were revised to broaden the responsibility for upholding the entire Discipline, including all the qualifications of ordination and all applicable disciplinary standards (JCD 1366). Revisions also indicate who is to “certify” to whom that these provisions are being observed.

Traditional Plan Implementation

Petition #10 is the implementation of the Traditional Plan. We propose to substitute Petition #90079 (p. 212) – Modified Traditional Plan Implementation Process submitted by Maxie Dunnam – to replace petition #10. It is nearly identical to petition #10, with the following additions:

  • The Global Episcopacy Committee becomes responsible for investigating complaints against annual conferences for not upholding the Discipline and would administer complaints against bishops for not upholding the Discipline or committing chargeable offenses related to homosexuality.
  • Bishops who cannot affirm their willingness to uphold and enforce the Discipline would not receive money from the general church for expenses (travel, office, and housing).
  • Annual conferences that choose to withdraw from The United Methodist Church would receive a one-time grant of $200,000 to help defray transitional expenses.
  • Technical language is added insuring that the plan takes effect upon adjournment of General Conference, rather than January 1, 2020.

This Modified Traditional Plan petition has been revised in light of JCD 1366 to broaden the requirement of upholding the Discipline to include the whole Discipline, with special emphasis on provisions related to qualifications for ordination, unauthorized conduct, responsibilities of the Council on Finance and Administration, and chargeable offenses. The revisions clarify that annual conferences or bishops that declare unwillingness to uphold the Discipline are not thereby given the right to negate, ignore, or violate the Discipline. The Council of Bishops accountability process is removed as being unconstitutional. Clergy are reminded of their accountability to the whole Discipline and withdrawal is allowed, but not “encouraged” (again, to address JCD 1366). The process for local churches to withdraw (transfer) from the UM Church to a self-governing Methodist church is revised in light of ¶ 41, which requires a 2/3 vote by both the charge conference and the church conference, as well as a 2/3 vote by the annual conference. Revisions correct the effective date of withdrawal in light of ¶ 41 and specify the annual conference trustees as the body to deal with withdrawing congregations, rather than the bishop. All of these revisions then would make this petition constitutional under JCD 1366.

Just Resolution

Petition #14 is revised to state that all just resolutions for clergy shall include a renewed commitment by the respondent to adhere to the Book of Discipline in its entirety, including the provisions that were the subject of the complaint. This brings the petition into compliance with JCD 1366.

Church Right of Appeal

The Judicial Council did not declare petition #16 unconstitutional, but they raised some questions about it. Proposed revisions would define “egregious errors of Church law or administration” that would justify a church appeal. Revisions also clarify that such an appeal does not constitute double jeopardy (since egregious error invalidated the original trial). We anticipate these revisions would answer the concerns of the Judicial Council.

Exit Plans

For a more thorough evaluation of the need for an exit path, please see my previous blog. The Renewal and Reform Coalition believes a standardized exit path for congregations should be available, regardless of which plan (or no plan) is passed by General Conference. We encourage the Conference to take up an exit path first, to alleviate anxiety and avoid the exit path being unfairly influenced by whichever plan is adopted. The exit path/transfer provisions in the Modified Traditional Plan (see above) are rendered a bit problematic by Judicial Council 1366, in that they would now require a 2/3 vote by the annual conference. We believe the annual conference should not be able to block a local church from withdrawing from the denomination. The solution, then, is to pass in addition one of the exit plans discussed here.

All three exit plans supported by the Renewal and Reform Coalition allow individual local churches to withdraw from The United Methodist Church in a way that allows them to keep their property and assets, as well as liabilities. None of them dictates that a local church must join a new denomination, since that is what would cause problems with Judicial Council 1366. However, most congregations departing the UM Church would want to form part of a new connection.

The Boyette disaffiliation petition (Petition #90059, p. 201) is acceptable to the Renewal and Reform Coalition as it stands. It requires a 2/3 vote by the charge conference OR a 55 percent majority vote by the church conference, but no vote by the annual conference in order to withdraw. It stipulates that unfunded pension liabilities must be paid, but requires no other payment. This proposal uses general church unrestricted reserves to offset pension liabilities, reducing the amount a local church might pay. If that provision is objectionable, it can be removed by an amendment.

The Ottjes disaffiliation petition (Petition #90058, p. 201) is also acceptable to the Coalition. It has the advantage that a legislative committee already adopted it in 2016 before it was referred to the Commission on a Way Forward process. Under this plan, local church withdrawal could happen with a 2/3 vote of the church conference, but no vote by the annual conference. This proposal needs amendments to include payment of unfunded pension liabilities. Revisions also include technical language to clarify implementation and insure that the legislation would take effect at the close of General Conference.

The Taylor disaffiliation petition (Petition #90066, p. 205) is acceptable to the Coalition with revisions. It mandates a ¶ 213 review of the church’s ministry and projected viability, which would add months to the disaffiliation process and give persons outside the congregation a decisive voice in that congregation’s future, which the Coalition disagrees with. It gives the annual conference the ability to require additional conditions and/or other payments from the disaffiliating church, which defeats the purpose of having a standard exit path and creates the possibility of an annual conference insisting on unacceptable payments. In addition to a 2/3 vote by the church conference and the payment of unfunded pension liabilities, this proposal requires the local church to be current on paying its previous 12 months of apportionments and pay an additional 12 months. Adding all these payments puts the local church at risk of not being able to thrive in its ongoing ministry and could jeopardize its viability. Technical revisions are required, as well, to bring the proposal into compliance with JCD 1366 and clarify implementation. With these revisions, the Coalition could support the Taylor proposal. However, it might be simpler to adopt the revised Ottjes proposal or the Boyette proposal.

Conclusion

Our team believes that the proposed revisions bring all of the petitions into compliance with Judicial Council Decision 1366. We encourage continued prayer for the delegates and the decisions of the General Conference. We look forward to a prayerful, positive General Conference that will determine the future direction of our church and allow us to move forward in vital mission and ministry.

Thomas Lambrecht is a United Methodist clergyperson and the vice president of Good News. He is a member of the Commission on a Way Forward.

The Plans’ Impact on Clergy

The Plans’ Impact on Local Churches

By Thomas Lambrecht –

As the upcoming General Conference considers the three plans from the Commission on a Way Forward and other proposals for resolving the conflict in our denomination, one question many want to consider is: How will this proposal affect my local church? After all, it is the local church where the “rubber meets the road,” so to speak, where Gospel ministry is actualized in the daily lives of members and where personal outreach into communities takes place. The biggest concern we members of the Commission on a Way Forward heard from people was: Do not do something that will damage my local church’s ministry, whether by requiring us to vote or in some other way.

The first important piece of information to note is that local churches will not have a vote as to which plan is enacted by General Conference. Our method of decision-making as a denomination is by representative democracy, not congregationalism. We elect representatives to annual conference, and they elect representatives to General Conference. It is those representatives who are tasked with making decisions on behalf of the whole denomination. Even in the case of constitutional amendments, it is the annual conference that votes whether to ratify them, not the local church.

Some have wondered whether a survey of local church members would help us know how to resolve the conflict. While such information might be helpful to the decision makers, we entrust our representatives with the responsibility of making those decisions, in part because they work to keep themselves well-informed on the issues and ramifications involved-better-informed than most local church members. In theory, these representatives will be in regular touch with their fellow parishioners and colleagues, so that they get a sense of how the people they represent are thinking. The logistical challenges of surveying members outside the U.S. and the cost and time involved have made surveys very difficult.

OCP and the Local Church

The One Church Plan (OCP) would enact a “local option” for annual conferences and congregations in making decisions about same-sex marriage and ordaining homosexual persons. How will this impact local churches?

Local churches that want to host same-sex weddings in their buildings would need to take a vote at a church conference to approve such services. All it would take would be a request from a member or the relative of a member for the church to host such a wedding, and the church would have to face that question. Such a discussion is likely to be divisive in the congregation. How divisive it is depends upon how diverse the theological opinions of the congregation members are and how well the pastor and church leaders handle the conversation over this question. Some congregations have experienced a forceful movement on the part of a group of members to affirm same-sex marriage that has alienated members opposed to such affirmation. The result has been to cause some members who disagreed with the church’s decision to leave the church.

The fact that pastors would be able to perform same-sex weddings would also affect their local churches. Pastors would not need the permission of their annual conference or their local church to do such weddings outside of the church property. A pastor performing same-sex weddings could alienate members of his or her congregation who disagree with that decision. If a majority or even a significant minority of the congregation disagrees with a pastor performing same-sex weddings, that could impact the ability of the pastor to effectively serve that congregation.

There are likely to be more pastors willing to perform same-sex weddings than there are churches willing to have a pastor who performs same-sex weddings. This could cause a mismatch between pastor and congregation when new pastors are appointed. It will cause hardship for the bishop and cabinet in making appointments because pastors are guaranteed an appointment, and there may not be enough churches available to which a bishop can appoint a pastor who is willing to perform same-sex weddings. So a local church that does not want such a pastor may get one anyway. Or a local church might receive a pastor who is not a good match for the congregation in other ways, simply based on the criterion of whether or not the pastor is willing to perform same-sex weddings. In such cases, the local church will have little recourse but to receive the pastor the bishop appoints.

The same is true regarding openly gay pastors. If an annual conference is willing to ordain openly gay persons as clergy, they will need to be appointed to churches willing to receive them. Even if the annual conference does not ordain openly gay clergy, there will be some clergy in that conference who come out as gay and will need to be appointed. There may not be enough congregations willing to receive an openly gay pastor in that annual conference, but the bishop will need to appoint such clergy anyway. In such cases, the local church will have little recourse but to receive the pastor the bishop appoints.

MTP and the Local Church

The Modified Traditional Plan (MTP) continues the current stance of the denomination that pastors are not allowed to perform same-sex weddings and annual conferences/bishops are not allowed to ordain openly gay persons as clergy. If a local church agrees with that position or is willing to continue abiding by that position (whether it agrees or not), the local church will not need to take any action. Since all pastors would be held to the same standard, this issue would not factor into the appointment of pastors to local churches.

If a local church wants to host same-sex weddings or receive an openly gay pastor, it will need to consider the possibility of leaving the denomination in order to do so. The MTP has a provision (amended as a result of the Judicial Council Decision 1366) allowing local churches to leave after a 2/3 vote by the church leadership and also a 2/3 vote by the church members at a church conference. The local church would have to pay its proportionate share of its annual conference’s pension liabilities, as determined by Wespath (board of pensions) and the annual conference apportionment formula. The church’s annual conference would also need to approve the local church’s exit by a 2/3 vote.

The MTP allows annual conferences that wish to affirm the practice of homosexuality and ordain openly gay persons as pastors to withdraw from the denomination. Such a decision would require a majority vote of the annual conference. If a local church agrees with the decision of its annual conference to leave the denomination, it would not need to take any action. If a local church in an annual conference that decides to leave The United Methodist Church wants to stay in the denomination, it could do so by a majority vote of its members at a church conference. In such case, the local church would have to pay its proportionate share of its annual conference’s pension liabilities, since the annual conference would continue to be responsible for those liabilities, even if the annual conference leaves the denomination.

CCP and the Local Church

The Connectional Conference Plan (CCP) would create three new “jurisdictions” called connectional conferences in the U.S. based on views concerning same-sex marriage and ordination. A “progressive” connectional conference would require same-sex marriage and the ordination of otherwise qualified openly gay persons as clergy. A “unity” connectional conference would allow same-sex marriage and ordination, but not require it. A “traditional “connectional conference would not allow same-sex marriage and ordination.

Current geographical jurisdictions and annual conferences would make the first decisions by majority vote as to which connectional conference to affiliate with. If a local church disagrees with the decision of its annual conference, that local church could vote to join a different connectional conference by majority vote of its members at a church conference. That local church would then be joined with other like-minded local churches in a new annual conference in the chosen connectional conference. Pastors would be appointed to local churches only within the chosen connectional conferences and would share the local church’s views on marriage and sexuality.

Exit Paths and the Local Church

The other proposal that could affect local churches is that of an exit path allowing congregations to leave the denomination with their property. The exit path for individual congregations under the MTP (thanks to the Judicial Council ruling) would require a 2/3 vote of both the leaders and members of the congregation, as well as a 2/3 vote of the annual conference. Such a high bar, particularly involving the annual conference, lessens the value of the MTP exit path for congregations.

Many delegates agree that some form of uniform and gracious exit path ought to be established for use with whatever plan passes. (The OCP and the CCP have no exit path for congregations.)

There are five different proposed exit paths submitted to General Conference. Most of them require a 2/3 vote of the members of the congregation, but no vote by the leaders or by the annual conference. This more streamlined process might make leaving the denomination more attractive to local churches that are frustrated by the seemingly endless conflict in our church, whether they be “progressive” or “traditionalist.”

Of course, if General Conference passes no exit path and the OCP is adopted, many local churches will still want to exit from the denomination. At that point, unless they can gain the permission of their annual conference bishop and leaders, it seems logical to expect that the next stop would be the courtroom. Lawsuits for property can work sometimes, but not always, and they would expend a lot of resources, both by the local church and by the annual conference. The decision by a local church to pursue this route would be a difficult one.

The Plans and Membership Loss

So far, we have talked about the impact of the various plans on what actions might be taken by local churches. There is another large variable out there, however: how will individual members respond to the decisions of General Conference?

Undoubtedly, many members will not be tuned in to the actions of General Conference or will not feel strongly enough about the conflicted issues involved that they would take action. However, many members who are committed to either the “progressive” or “traditionalist” viewpoint are very aware of what is going on in the church. They often form the core leadership and financial support for local congregations. And these persons might react strongly to a decision that they disagree with. This will be particularly true if the actions of General Conference end up as the headline in their local newspaper or newscast on February 27.

If the MTP is passed, one can envision “progressive” members no longer able to support a denomination they believe is practicing unjust discrimination against LGBTQ persons. This might affect their willingness to financially support a local congregation and might lead them to leave for a nearby Episcopal, Congregational, Lutheran, or Presbyterian church.

If the OCP is passed, one can envision “traditionalist” members no longer able to support a denomination that is promoting a behavior they believe contradicts the clear teaching of Scripture. Where there is not an evangelical UM congregation nearby that they can join, it might prompt them to at least curtail financial support of the church or, more likely, leave for a nearby non-denominational, Baptist, or other evangelical congregation.

The loss of valued members who disagree with the decision of General Conference will vary from one congregation to the next. But it is a factor that pastors and congregational leaders will need to take into consideration as they plan for a new post-General Conference reality.

Thomas Lambrecht is a United Methodist clergyperson and the vice president of Good News. He is a member of the Commission on a Way Forward.

The Plans’ Impact on Clergy

What is the Modified Traditional Plan?

By Thomas Lambrecht –

There are four comprehensive plans being considered by the special General Conference in February in an attempt to resolve the deep theological conflict within our church. Three of the plans (Traditional Plan, Connectional Conference Plan, and One Church Plan) were offered as part of the report of the Commission on a Way Forward. The fourth plan is the Simple Plan, offered by the Queer Clergy Caucus.

The Renewal and Reform Coalition is supporting the Modified Traditional Plan (MTP). The MTP is basically the Traditional Plan with the addition of two petitions submitted by Maxie Dunnam. In an effort to dispel any lingering confusion, here is what the MTP (TP+) entails.

What is in the Traditional Plan?

The Traditional Plan is the only plan that maintains the current teachings and requirements of the church defining marriage as between one man and one woman, declaring all persons as created in God’s image, of sacred worth and welcome in the church’s ministries, forbidding clergy from performing same-sex weddings, and forbidding annual conferences from ordaining self-avowed practicing homosexuals. Under this plan, this would remain the position of the whole church (not just parts of it).

The Traditional Plan understands that the crisis we face is not one of different opinions, but of different practices. Twelve annual conferences in the U.S. have declared in one way or another that they will not be bound by the requirements of the church regarding same-sex marriage and ordination. These activist annual conferences are responsible for the current split within the denomination. The most effective way to restore unity is to require uniform standards of ordination and church practice regarding same-sex weddings. Restoring unity will therefore require greater accountability measures in order to ensure that the requirements of the Discipline are kept.

Solely because of the disregard for our denomination’s standards for marriage and sexuality, the Traditional Plan must include these enhancements:

  • The definition of a self-avowed practicing homosexual (thus not eligible for ordination) is expanded to include those living in a same-sex marriage or union or those who publicly state they are practicing homosexuals (Petition #1).
  • Measures are enacted to ensure that members of the Board of Ordained Ministry are committed to abiding by the requirements for ordination in the Discipline, and that those who are not qualified will not be recommended for ordination, commissioned, ordained, or consecrated (Petitions #5-9, 12).
  • Annual conferences are required to vote on whether or not they will uphold and enforce the Discipline. If not, they would no longer be entitled to use the name United Methodist or the cross and flame insignia, and they would not be able to give or receive funds through the general church. Such annual conferences would be encouraged (not required) to withdraw from the denomination and form a new, self-governing (progressive) Methodist church (Petition #10).
  • Bishops would be required to certify whether or not they would uphold and enforce the Discipline. If not, they would be encouraged (not required) to withdraw from the denomination and help form a new, self-governing (progressive) Methodist church (Petition #10). Bishops committing acts of disobedience would be subject to charges and possible trial.
  • Clergy convicted in a church trial of performing a same-sex wedding would be subject to a minimum penalty of one year suspension without pay for the first offense and removal of credentials for a second offense (Petition #11).
  • Bishops could no longer dismiss a complaint for any reason (or no reason). They could only dismiss a complaint if it had no basis in law or in fact (Petition #13). Bishops who improperly dismiss a complaint would be subject to charges.
  • The process of resolving a complaint through a “just resolution” would need to include the person who filed the complaint at every step. The person charged would have to recommit to upholding the Discipline, particularly those provisions under which they were charged (Petition #14-15).
  • The church could appeal a trial court verdict if there were egregious errors of church law or administration (Petition #16).

The Traditional Plan is the only plan that provides a gracious exit for those unwilling to live within the boundaries established by the Book of Discipline. This gracious exit is not required, but is available for annual conferences, groups of congregations, individual congregations, bishops, and clergy. They would be able to form or join a new, self-governing (progressive) Methodist church that is separate from the UM Church.

  • Annual conferences could withdraw from the denomination by majority vote. They would continue to be responsible for their pension liabilities and could sponsor a new pension plan with Wespath. They could also become a “concordat church” and contract for services from United Methodist boards and agencies, participate in mission partnerships, and support joint mission projects (Petition #10, 17).
  • Individual congregations or groups of 50 or more congregations could withdraw from the denomination upon a 2/3 majority vote and with the approval of their annual conference (also by a 2/3 majority vote). The only payment they would need to make is to cover the congregation’s share of their annual conference’s unfunded pension liabilities. These local churches could also participate in pension programs, mission, and ministry through the new, self-governing Methodist church that they would join (Petition #10, 17).
  • Bishops and clergy could transfer to the new, self-governing Methodist church upon approval by the receiving denomination (Petition #10).
  • Any new self-governing Methodist church formed by those exiting the denomination could become a “concordat church” that maintains a connection through voluntary partnerships and eligibility to participate in some United Methodist programs (Petition #17).

How does the MTP differ from the Traditional Plan?

There are two kinds of modifications that the MTP brings to the Traditional Plan. The first kind of modifications takes into account Judicial Council Decision 1366, which ruled a number of provisions of the Traditional Plan unconstitutional. Only six of the original 17 petitions can be adopted as printed. Three petitions (#2-4) cannot be adopted at all, and the rest need amendments in order to bring them into compliance with the Judicial Council decision. The amendments will actually improve the plan, as well as satisfying the letter of the law under the Constitution. The amendments are relatively straightforward and will be made public soon in order to give delegates a chance to consider them.

The second kind of modifications that the MTP brings to the Traditional Plan are a few additions that strengthen and perfect the Traditional Plan as originally proposed. The original version stayed very close to the sketch provided by the Commission on a Way Forward. Since that sketch, proponents of the Traditional Plan have identified ways to strengthen the accountability and graciousness of the plan and submitted those modifications in two petitions by Maxie Dunnam.

The first petition creates a new global committee to handle complaints against bishops. This global process replaces the original accountability process that was declared unconstitutional (Petitions #2-4 of the Traditional Plan). This global committee, made up of one clergy or lay member from every annual conference in the world, would administer complaints against bishops. Since the complaint process would not involve bishops holding other bishops accountable, it would get around the built-in conflict of interest in the current accountability process. Since bishops are colleagues and members together of the Council of Bishops and the College of Bishops (where accountability lies), it is difficult for them to hold each other accountable. The track record of the episcopal accountability process is very poor, with no bishop facing a church trial in 50 years. Many legitimate complaints have been dismissed or otherwise finessed over the years to protect bishops from accountability. This new process is needed in order to restore accountability for bishops.

The second petition actually substitutes for Petition #10 in the Traditional Plan. It is identical to that petition except for the following additions:

  • Allegations that an annual conference is not upholding or enforcing the Discipline would be submitted to the global committee established by the first petition. The committee would investigate the complaints against the annual conference and could recommend necessary remedial actions or recommend that the conference be placed on the sanctioned list. Such recommendation would need to be approved by General Conference and could result in the conference losing its ability to use the United Methodist name and cross and flame insignia, as well as being unable to give or receive money through the general church. This provides an accountability mechanism for annual conferences.
  • Bishops who refused to uphold and enforce the Discipline would no longer receive from the general church expense money for housing, office, or travel, thus enhancing accountability.
  • Any annual conference withdrawing from the denomination would receive a one-time grant of $200,000 to help defray the costs of disaffiliation (mostly legal and administrative costs). This is part of the effort to provide as much grace as possible to the gracious exit.
  • The two Dunnam petitions need amendments to bring them into compliance with Judicial Council Decision 1366.
  • A technical correction to this petition makes explicit that the plan takes effect upon the adjournment of General Conference, rather than waiting until January 1, 2020.

The MTP makes very few changes to the Traditional Plan, but they are important ones. It proposes adoption of 13 of the 17 original petitions, amended to comply with Judicial Council rulings. And it adds two petitions submitted by Maxie Dunnam, also amended to comply with Judicial Council rulings.

The Renewal and Reform Coalition believes that the Modified Traditional Plan provides the best path to unity for The United Methodist Church. It maintains unity of practice and standards in our global denomination, rather than allowing each part of the church to create its own practices and standards. It maintains unity with Scripture, 2,000 years of Christian teaching, and the tradition of the church. It allows the creation of a unity based on willing participation and willing compliance with the covenant created by General Conference, while giving those unwilling to participate a gracious way out of the covenant to create their own denomination with standards they are willing to uphold.

Based on surveys and conversation, the Modified Traditional Plan is the way to keep most evangelicals and traditionalists in The United Methodist Church. Up to 90 percent of evangelical leaders have told us they would find it necessary to leave the denomination if the One Church passes. But very few evangelicals are planning to leave if the MTP is enacted. Most will wait to see if the accountability measures restore unity and compliance. The MTP is the best way to keep our connection with global United Methodists, who overwhelmingly have a traditional view toward marriage and human sexuality. Many of them have told us that passage of the One Church Plan would lead them to leave the denomination, as well.

The Renewal and Reform Coalition hopes that General Conference will prayerfully consider the provisions and principles of the Modified Traditional Plan and find in them a viable way toward a united and fruitful future for United Methodism.

Thomas Lambrecht is a United Methodist clergyperson and the vice president of Good News. He is a member of the Commission on a Way Forward.

 

The Plans’ Impact on Clergy

Why Is an Exit Path Necessary?

By Thomas Lambrecht –

The depth of disagreement within The United Methodist Church over marriage and human sexuality, and over the authority and interpretation of Scripture, means that it will be nearly impossible for all opposing groups to continue living together in the same church. No matter which plan passes General Conference in February (or if no plan passes), there will be some congregations and clergy who are unable to conscientiously live within the boundaries established by General Conference.

This awareness is what fueled the thinking of a majority of the Commission on a Way Forward (COWF), which from its very first meeting acknowledged that an exit path that allowed congregations to leave the denomination with their property should be a part of any plan the COWF submitted to General Conference. The concept of an exit path was included in all the sketches of the three plans submitted by the COWF to the Council of Bishops. A developed exit path was included with the Connectional Conference Plan and the Traditional Plan. However, the Council of Bishops acted to take out any exit path from the One Church Plan and the Connectional Conference Plan.

The Traditional Plan contains an exit path for congregations and annual conferences, which is an integral part of the plan. The Judicial Council ruled (incorrectly in my estimation) that this exit path is instead a transfer of congregations, which would require a 2/3 vote of the local church and a 2/3 vote by the annual conference to approve the exit.

The need for annual conference approval dramatically limits the usefulness of the Traditional Plan exit path, as an annual conference could decide not to approve the exit and thereby force the local church to lose its property or else file suit against the conference in court. It is not a good witness for the church to be involved in hundreds of lawsuits over church property, which could be the result of such an outcome. It would be unconscionable for local churches and annual conferences to spend hundreds of thousands of dollars dealing with lawsuits-money that ought to be going toward the mission and ministry of the church. The Episcopal Church spent over $45 million at the national level (not counting what local churches spent) in order to preserve church property for the denomination.

A more streamlined exit path for congregations is needed that would apply equally to all the various plans that might be adopted. In agreement with a coalition of persons from West Ohio representing the broad theological spectrum, it would be best if General Conference adopted an exit path first before considering which plan to adopt. Such a step would help rebuild trust and lower anxiety in the church.

Is there already an exit path for congregations in the Book of Discipline?

Some bishops and some proponents of the One Church Plan claim there is already a way for local congregations to exit the denomination with their property. This is not exactly the case.

Under ¶ 2548.2, the annual conference may transfer the deed of a local church to “one of the other denominations represented in the Pan-Methodist Commission or to another evangelical denomination under an allocation, exchange of property, or comity agreement.” This would require the consent of the bishop, cabinet, district board of church building and location, and annual conference, in addition to the request of the local church.

Under ¶ 2549, the annual conference can close a church that “no longer serves the purpose for which it was organized or incorporated” (as a United Methodist congregation). The conference can then sell, lease, or otherwise dispose of the property, including selling it to the exiting congregation. This would also require the consent of the bishop, cabinet, district board of church building and location, and annual conference, in addition to the request of the local church.

Under either of these scenarios, any one of the approving persons or bodies can stop the congregation from keeping its property. The terms under which the congregation can keep its property are up to the bishop and annual conference officials. They can impose whatever payment requirements they want upon the local church, or they can refuse to allow the local church to keep its property at all.

Within the last several years, a few large congregations have been able to successfully exit the denomination with their property. This was primarily because these churches carried a large debt load that the annual conference was unable to assume. Some other congregations that have tried to leave have been denied the ability to take their property, and some congregations have been locked out of their building in a preemptive move by the annual conference.

The current provisions of the Discipline put the local church at the mercy of the bishop and annual conference. There is no certain or consistent process whereby a local church can exit the denomination with its property. This sets up an adversarial relationship between the local church and the annual conference, which is ripe for escalating into a lawsuit over the property.

A consistent, straightforward exit path for local congregations that does not depend upon the approval of the annual conference needs to be part of the actions of the special General Conference in February.

Which exit path proposal does the Renewal and Reform Coalition support?

Five exit proposals have been submitted to General Conference for consideration. The Renewal and Reform Coalition can work with any one of three of them.

Petition 90058 Disaffiliation – Ottjes is the simplest and most straightforward of the three proposals. It has the advantage that it was passed by a legislative committee at General Conference 2016 before being referred to the COWF process. This petition needs to be amended to include the requirement that departing congregations pay the annual conference their fair share of unfunded pension liabilities, as well as add some technical language clarifying the process of implementation. This option would require at least 90 days of study and discernment by the local church, a 2/3 vote by the church conference, payment of pension liabilities, and the local church retaining all other assets and liabilities/debts.

Petition 90059 Disaffiliation – Boyette is the most acceptable of the three exit options. It already contains the pension liability and implementation language. A controversial provision would offset the local congregation’s share of unfunded pension liabilities with that congregation’s share of all undesignated reserves held by the annual conference and general church. This would lower the pension payment of the local church and require that a portion of the general church’s reserves be designated for pensions. This option would require at least 30 days of study and discernment by the local church, a 55 percent vote by the church conference or a 2/3 vote by the charge conference (leadership of the church), payment of pension liabilities, and the local church retaining all other assets and liabilities/debts.

Petition 90066 Disaffiliation – Taylor was developed by a group of people coming from a more moderate or progressive stance on the issues before us. It is a very thorough process for congregations to exit, but it has many more requirements, including some that could compromise a congregation’s ability to thrive in ministry after departure. It requires more extensive study involving the annual conference, payment of up to two years’ apportionments, repayment of any annual conference grants, payment of pension liabilities, and the local church retaining all other assets and liabilities/debts. This exit path would expire on December 31, 2023.

While the Taylor option is very comprehensive, it contains too many requirements that could burden the local church and make it difficult to thrive in ministry after disaffiliation. The process has too many ways where it could be unacceptably lengthened. It gives the annual conference and persons outside the congregation too much voice in determining the church’s future. It has an open loophole that would allow the annual conference to insert “poison pill” terms or conditions that would make it impossible for the church to keep its property.

The church would be better served by adopting either the Ottjes or Boyette exit path that is simpler and easier to implement, while vesting control of the church’s future in the local congregation. However, the Renewal and Reform Coalition has prepared amendments that would eliminate most of the objectionable requirements from the Taylor option, should it be the one chosen by the General Conference to work on.

The Brooks “Graceful Exit” (Petition 90051) would have only a one-year window for churches to withdraw. It would require payment of 50 percent of the church’s annual budget plus one year’s apportionments. It has no provision for funding unfunded pension liabilities. It also lacks some of the technical language necessary for implementation. The Coalition does not support this proposal.

The St. Marks UMC proposal (Petition 90056) provides only a two-year window for churches to withdraw. It would require approval of 2/3 of all local church members, not just those in attendance at a church conference. It would require repayment of all annual conference funds received by the local church in the previous two years, plus payment of two years’ apportionments. It also lacks some of the technical language necessary for implementation. The Coalition does not support this proposal.

Exit as a Way Forward

In Genesis 13, we read the story of Abram and Lot having problems due to quarreling between their various herdsmen. “So Abram said to Lot, ‘Let’s not have any quarreling between you and me, or between your herdsmen and mine, for we are brothers. Is not the whole land before you? Let’s part company. If you go to the left, I’ll go to the right; if you go to the right, I’ll go to the left.'”

This is the kind of generous spirit the Renewal and Reform Coalition believes ought to govern our decisions regarding congregations that choose to exit from the denomination. They are our brothers and sisters. There ought not to be quarreling or lawsuits over property. We ought not try to coerce unwilling participation in a covenant that a congregation can no longer support. We can find enhanced unity in the church around a willing covenant of congregations interested in pursuing a common mission in a common way through shared beliefs and practices. Those who cannot conscientiously participate in that covenant should be released from it without penalty.

So far, only the supporters of the Traditional Plan are on record endorsing a gracious exit path that would be available to any congregation, whether progressive or traditionalist, to leave the denomination with their property. We should follow the Golden Rule and treat others in the way we ourselves would like to be treated. Here’s hoping the General Conference delegates will embrace a fair, consistent, and gracious path for congregations to exit with their property. The future peace of the denomination may depend upon it.

Thomas Lambrecht is a United Methodist clergyperson and the vice president of Good News. He is a member of the Commission on a Way Forward.