Fathers and Presvyteres,

Thank you for your interest in the Clergy Initiative Ministerial Excellence Fund. At this time, phase one of the alleviation grants is full. We are still accepting registration for those who wish to participate in the financial education program. However we have reached capacity for the alleviation grants. No more alleviation grants will be distributed at this time. Again, you may still register for the financial education program below.

Please fill out the questions to the best of your ability. If there are questions that you feel uncomfortable answering, please approximate or leave those questions blank. We will follow up via email with the next steps.

Respectfully,

Clergy Initiative

Question Title

* 1. Name:

Question Title

* 2. Spouse name:

Question Title

* 3. Phone Number:

Question Title

* 4. Email address:

Question Title

* 5. Address to Ship Materials to You

Question Title

* 6. Phase 1 of the alleviation grants is complete. However, if grant money is available again in the future, would you like to seek a financial alleviation grant upon completion of the education program?

Fill out the lower portion only if you are interested in interested in a financial alleviation grant in the future should more grant money become available. If you are seeking an alleviation grant, the information below will be used to assess your eligibility. Only fill out what you feel comfortable sharing. The Clergy Initiative may ask for verification for some of the information described below. Alleviation grant funding is limited. Funds will be distributed on a first come, first serve basis.

Question Title

* 7. Approximate annual combined spousal income:

Question Title

* 8. Years of service to the Archdiocese:

Question Title

* 9. List the types (and if you feel comfortable, the approximate amounts) of your current debt. Do not include utilities, auto loans or your first mortgage. Types of debt that will be considered: student loans, medical, credit cards, second mortgages/home equity line of credit, personal loans, deficits in retirement or emergency funds, etc.):

Question Title

* 10. Do you have a budget:

Question Title

* 11. Do you have an emergency fund:

Question Title

* 12. Do you rent or own your own home:

Question Title

* 13. Do you have any other accounts set up for retirement savings (such as a Roth IRA, 403 (b), or 401(k)) aside from social security and the Archdiocesan pension program and/or would like to learn more about this topic?

The Clergy Initiative officially recommends that all our clergy and clergy families participate in social security. Additionally, per the Uniform Parish Regulations, participation in the Archdiocesan Pension program is mandatory.

Question Title

* 14. Are you familiar with the various tax incentives available to clergy?

Question Title

* 15. Is your parish familiar with the various tax incentives available to clergy?

Question Title

* 16. Is your tax advisor familiar with the various tax incentives available to clergy?

Question Title

* 17. Do you have an account for your child(ren)'s higher education?

Question Title

* 18. Aside from the Archdiocese program, do you have any life insurance for your or your spouse?

Question Title

* 19. In what ways do you think your family will benefit from the financial education part of the grant?

Question Title

* 20. In what ways do you think your family could benefit from the potential alleviation grant should funding be available again in the future?

Question Title

* 21. Comments:

T