Fathers and Presvyteres,

Thank you for your interest in the Clergy Initiative Ministerial Excellence Fund. Below is the grant proposal information form. 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. Feel free to leave us a comment regarding anything you would prefer not to answer. We will follow up soon with the next steps in the program.

Respectfully,

The Clergy Initiative

* 1. Name:

* 2. Spouse name:

* 3. Phone Number:

* 4. Email address:

* 5. Address to Ship Materials to You

If you are seeking only the education element of the program, you do not need to fill out the information below. If you are seeking an alleviation grant of up to $10,000, 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.

* 6. Approximate annual combined spousal income:

* 7. Years of service to the Archdiocese:

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

* 9. Do you have a budget:

* 10. Do you have an emergency fund:

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

* 12. 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.

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

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

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

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

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

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

* 19. In what ways do you think your family will benefit from the potential alleviation grant of up to $10,000?

* 20. Comments:

Over the next year, you will participate in the following (more info will be discussed on your consultation phone call):

1.     Financial Wellness Checkup with a Financial Advisor
2.     Attend a Financial Training Presentation
3.     Complete Financial Peace University
4.     Participate in Financial Coaching
5.     Complete Follow-up Financial Assessment

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