3. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
MISSION STATEMENT, 2012
SORRENTO CENTRE
AsBishopofKootenay,TedScott
wasinstrumentalinfostering
thegrowthoftheCentre.
WewillfollowJesusinseekingtoloveGodwithallourheart,willalloursoul,
withallourmindandwithallourstrength;andlovingourneighbourasourselves.
• Encouraging physical activities that
honour the body and enable all
people to express the sacred
according to their ability.
• Exercising a ministry of compassion,
hospitality & justice; encouraging
personal and communal reflection for
the sake of learning and healing; and
by sharing our resources with our
neighbours.
Wewilldothisby
• Encouraging encounters with the
sacred through the Arts, encouraging
creativity, and encouraging feeling.
• Becoming an open, intergenerational
sacred centre well known for our work
with young people, developing
innovative and creative music and
worship, and by embracing our
experience of the Divine in Creation.
• Engaging in accessible theological
education and theological reflection
on the pressing issues of our time.
SorrentoCentreis a holy place of
transformation for learning, healing and
belonging.
Sorrento Centre was founded in 1963. In
2013 we are celebrating our 50th
anniversary. For 50 years we have been
enjoying the gifts provided by the previous
generation.What gifts will we leave behind
to nurture the next generation of leaders?
At Sorrento Centre memorable
experiences can stimulate profound
changes in understanding self-perception
and relationship. Such life-changing
experiences transform us.
People are drawn by its tranquility, serenity
and peacefulness.
Psychologically, emotionally and spiritually
we all seek wholeness, we all seek healing.
Central to that search is our need for
community.When guests come to Sorrento
they find an ongoing but ever changing
community that is welcoming and
accepting.They quickly feel they belong.
It is this combination of holiness, learning,
healing and community that makes
Sorrento Centre unique.
1
4. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
AFamilyEstate
SorrentoCentreislocatedonthetraditionallandsof
theShuswapFirstNation(Secwepemc).
The property was assembled by J.R. Kinghorn as a working commercial orchard and family estate.
The original town site was calledTrapper’s Landing and he changed it to Sorrento in 1912.The
breathtaking view of Copper Island in Shuswap Lake reminded him of his honeymoon sighting
of the Isle of Capri which he saw from Sorrento, Italy.
James Reid Kinghorn built a magnificent house for his bride out of Douglas Fir which he named
‘Spes Bona’.Translated from the Latin, it means‘Good Hope’.The original home burned down and
in 1927 the second‘Spes Bona’was built of Enderby brick.
ALayCentre
Steps toward the establishment of a provincial lay training centre began as early as the 1950s
and in 1962, the Provincial Synod approved the establishment of such a centre at Sorrento, B.C.
Initially called Sorrento LayTraining Centre when the property title was acquired in 1963, the
name was changed in 1971 to Sorrento Centre for Human Development. In 1982 the name was
changed again to Sorrento Centre, Anglican Church of Canada.
• When the original mission house of the
Society of St. John the Evangelist was sold so
the funds could be used to help purchase the
Kinghorn estate, the blankets, sheets & pillows
were stored in Mrs. Bridge’s attic and then
used for bedding in the Sorrento Lay
Training Centre.
• Rev. Ray Bray was the first person to run
Sorrento Centre in 1963.The first Director hired
was Rev. Jim Cruickshank in 1965. He later
became Bishop of the Diocese of Cariboo.
• Two other former Directors went on to serve
as Bishops in the Anglican Church of Canada:
Ken Genge became Bishop of the Diocese
of Edmonton; and Barbara Andrews became
Bishop of the Anglican Parishes of the
Central Interior.
Today most people know it simply as Sorrento Centre. It is an independently registered
charitable non-profit society administered by a Board of Directors with representatives from the
Ecclesiastical Province of British Columbia and theYukon, the Dioceses of Edmonton and
Calgary and members of the society, called Associates.
• 633 Associates paid membership fees
in the Sorrento Centre Society between
2009 and 2012.
• In 2011 we had 112 guests stay on site who
were not registered in a Sorrento program
or a private booking; in 2012 we have had
149 guests in this category.
• In 2011 there were 46 bookings for private
groups at Sorrento of which 8 were new to
the Centre; in 2012 we have had 56 bookings
for private groups of which 22 were new.
• Our largest private events are the
one-week BC Swing Music Camp and the
two-week Nimblefingers Bluegrass and Olde
Time Music Camps. Bluegrass Music has been
coming to Sorrento Centre every summer for
13 years and Swing Camp for 12 years.
• Our one day Bluegrass Festival
attracted 750 people in 2011
and over 800 in 2012.
• We had 782 registrations in Sorrento
Centre programs in 2012 – up 26%
over 2011.
• In 2011 we had 2,162 guests in
private bookings and stays; in 2012
we expect a total of 2,339 guests.
• In 2012 between 4,000 and 5,000
people had their lives enriched
by their time spent at Sorrento
Centre.
2
5. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Ontheoccasionofour50th
anniversary,weneedtostrengthen
thefinancialandphysical
foundationsofourworkand
reinvestinourmissionandvision.
We must ensure we have the ability to meet
the needs of our communities over the next
50 years.
Sorrento Centre started as an innovative
attempt to extend serious theological
education to the general Church
population.
Fifty years later, the proportion of adult
Canadians who either have no religious
affiliation, or who say they do but haven’t
attended worship in the last year, has grown
to 43% (as of 2004). In British Columbia that
figure stands at almost 60%.Young adults
are the age group most likely to have no
religious affiliation.
Religion is not disappearing, but it is going
through a radical change. People are less
likely to seek help from their local
congregation and more likely to seek
help with their own spiritual practices.
The largest segment of our society is
struggling with deeply spiritual questions
about meaning, healing and belonging
but does not automatically recognize
the Christian Church as an authority
on these questions.
These changes in our institutional, cultural
and social context mean the Sorrento
Centre needs to re-imagine its role as
a Spirit-filled institution engaged in the
educational process of personal and social
transformation.
The Centre now envisions itself as a
drawbridge between the more formal
expressions of the Church’s life and the
secularized multicultural society; a place
of meeting, a place of dialogue, a place of
engagement, a place of understanding.
While the Centre has enjoyed considerable
financial support from the institutional
church in the past, we anticipate reduced
revenues from these sources in the near
future. Currently institutional church grants
constitute less than 3% of our revenue.
Our campaign is ambitious, but we
don’t expect to do it all at once. It is
our intention to raise 50% of our target
amount within the first two-year timeframe
of the campaign, with the balance
collected from the pledges over the
following three to five years.
TheSorrentoCentre ‘Next50’Campaign
3
6. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
ChristopherLind
ExecutiveDirector
In2011weundertookasurveyofourassociates, asking what people appreciate
about the Centre and what they want to see going forward as we prepare to celebrate our
50th anniversary in 2013. A slogan that we used in the past describes Sorrento Centre as
‘Anglican in tradition, ecumenical in programming and inclusive in welcome.’ One piece of
feedback we received was that people thought this was our mission statement.
It is not our mission statement. It is an
advertising slogan. In May of 2012, after
consultations with the Provincial House of
Bishops, our new Mission Statement was
approved.
Our new mission statement says‘Sorrento
Centre is a holy place of transformation for
learning, healing and belonging’and there
is no question that this is a place where
people experience the divine in a way they
don’t experience it normally. It is a holy place
of transformation.
We had a lot of feedback about how
important children and young people were
in the life of Sorrento Centre, and we heard
people talk about how this is a place you
can come to and all dimensions of the family
are present.We also heard a lot about the
children’s programs, and how important youth
staff is as a leadership development program.
One value highlighted in the survey was
intentional community; this is about
belonging.
2013 is our 50th anniversary, and for some
time there has been an expectation that
we will have a capital campaign.
At the AGM in May, where they adopted
our new mission statement, the Associates
also endorsed the proposal to launch
a capital campaign.
Why do we need a capital campaign?
When people ask me this I say, first of all
after 50 years, Sorrento Centre needs to
be re-capitalized. Our oldest building dates
back to 1927 and is nearing the end of
its life, and we have some hard decisions
to make about what we are going to do
with our buildings, which won’t last forever.
Another example of re-capitalizing is
creating endowment funds.We currently
have no financial shock absorbers, so when
we have a deficit we go into debt.We need
money for program endowment funds
and we need money for infrastructure.
We also need money for growth – in terms
of both buildings and programming.
The transformation we try and make
possible for our guests is the same
transformation we need to embrace for
the Centre as a whole. It involves risk and
it involves profound change. In order to
maintain the values we have cherished
for the last 50 years we have to make
an accurate assessment of our current
resources and opportunities.We will
then be in a position to re-invest and
re-dedicate ourselves to our mission
for the next 50 years.
4
7. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
AnglicanYoungPeoples’Association
(AYPA)WorkCamp,1964
ledbyMarilynFane(topright)
WalkingSorrentoCentreLabyrinth
Thefollowingstrategicdirectionsrepresentaroadmapforexpansion
andrenewal.
They are not in any order of priority, nor do they imagine that we are all things to all people.
Rather, they assume a closer relationship with the Anglican Church of Canada, a redirection
of existing resources and an investment of new resources in programs generated by
Sorrento Centre.
YouthLeadershipDevelopment
• Build the summer youth staff as a
leadership development program
• Create aWinterYouth Leadership
Development program (WYLD) in
partnership with PWRDF, Sorrento
Centre farm & others
Retreats
• Enable a Sabbath experience & reflective
practice for diverse audiences: clergy &
laity, families & parishes, writers, musicians
& artists, non-profits and community
based organizations
Learning
• general education for seekers and parish
members, that nurtures our relationship
with God, strengthens relationships
across all generations & overcomes
the separation of humanity from the
rest of Creation
• Accessible education for licensed lay
leaders and vocational deacons
Healing&Wholeness
• Promoting attention to spirituality
as a path toward healing & wholeness
• Encouraging physical activity that
integrates the spiritual and material
worlds and that encourages us to
listen to our feelings and our bodies
• Engaging with Aboriginal communities
to facilitate reconciliation
• Healing our relationship with the rest
of Creation by practicing ecojustice
Creativity&theArts
• Develop the Red Barn Art Studio using
skilled artists in the company of others;
and invite artists to be in residence
throughout the year
Property
• Nurture harmonious relations with all
Creation by organically growing diverse
crops on our farm, sharing our
abundance with those most in need in
our community and engaging people
with a wide range of learning
opportunities
• Review our current property holdings
to ensure all assets are employed with
maximum effectiveness in relation to
the mission & vision.
5
8. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
ChristopherLindandJohnPrivett
DavidCrawley
HerbertO’Driscoll
APlaceForTomorrow
Theworldhaschanged
dramaticallyoverthepast50years.
Every facet of the life of our society,
including the thousand year link between
Christian faith and western culture, has
changed almost beyond recognition.
A new generation is no longer powerfully
drawn to traditional church worship and
activities, but this does not mean that it
does not long for the holy.There’s a new
longing that is demanding that human
affairs long seen as merely social and
political might now be seen as spiritual:
matters of human life itself from conception
to death; our seeking for justice and peace,
our recognizing that the created order
in which we live must be borne tenderly
between our human hands.
However, there is a place where these
things have been known, spoken about,
shared, discussed, celebrated, and acted
upon long before many in congregational
life had recognized them as the outriders
of a future Christian spirituality.That place is
Sorrento Centre.
Much has changed since Sorrento was
born into the church’s life, including the
reality that the church cannot continue
to support us as generously as it once did.
It has become necessary that each of us
decides whether or not we are part of an
ongoing company of Anglicans
committed to the future, and, within that
future, committed to the life and role of
Sorrento as a place for tomorrow.
Sorrento can become as great as
we choose to make it. But we must
choose now.
Herbert O’Driscoll and David Crawley
CampaignCo-Chairs
MessagefromtheArchbishop
For50yearsSorrentoCentrehas
beenasourceofinspiration,
creativity,newfoundfaithand
renewalinthelifeoftheChurch.
In the name of Christ, leaders have been
identified and nurtured, people in pain have
found solace, young people have found
faith and vocation, the questing have found
a community of faithful exploration, and the
weary have found rest and refreshment.
In each generation the Centre has
responded to a changing world with
renewed vitality and vision. I believe that at
this time we have the opportunity to
ensure that this remarkable legacy
continues to be a resource to a church that
is being shaped for new challenges and a
new sense of mission.
Archbishop John Privett
AnglicanChurchofCanada
6
9. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Lance Richardson Reconstruction of cabanas 1995
List of supporting parishes Thanksgiving at the Sorrento Centre Farm
EverythingatSorrentoCentre
hasbeenbuiltbygifts.
It started in the 1950s when the Society of
St. John the Evangelist (the Cowley Fathers)
donated a house in the village of Sorrento to
the Diocese of Kootenay to be used for
Christian education.The Diocese then sold
that house and donated the proceeds to
help found Sorrento Centre.
It was joined in the early 60s by a gift from
the Church’s General Board of Religious
Education and another gift from Derek and
Monica Arnold who purchased the land on
the west end of the site on
which now sit the stage,
field, cabanas, orchard and
campsites.They then sold
it to the Centre for $1.
Youth volunteers donated
their labour to build Nova
Vita under the direction of
Lance Richardson who
gave up his job to lead
them. 20 years later his
gift helped pay off the
mortgage and the
building is now called
Richardson Lodge.
The original cabanas were
built by volunteers and
when they were rebuilt in
1995, people again
donated their time and
labour to make it happen.
Caritas was built by
volunteers as was the Red
Barn Art Studio.The
Sorrento Centre Farm that
is helping transform our
relationship to Creation
was a gift of Mary Rawson.
The Anglican Foundation has made grants
to help us with both the farm and the Art
Studio. All of its assets come from
donations. Generations of volunteers have
helped repair or build every building on
site. Every floor you walk on, every chair
you sit on, every bed you lie on has been
donated by someone just like you.
The success of our‘Next 50’Campaign for
Sorrento Centre, and indeed the future of
the incredible place, will once again
depend on generous gifts from those who
believe in its future.
7
10. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Ouroverallcampaigntargetis
$6.64million.
The‘Next 50’Campaign encompasses the
priority needs of four areas: our Financial and
Physical Infrastructures, our Buildings, and our
Programs. In achieving our campaign goal,
we will have re-established the foundation
on which we can continue to create
opportunities for physical and spiritual
growth that transform the communities
we serve.
1stPillar:FinancialSecurity
FinancialInfrastructure-
$2.35million
• $750,000.00toeliminatedebtand
bankoverdrafts
• $1.6millioninprogramendowment
withincometopayforcurrentyouth
leadershipdevelopmentprograms
DebtandOverdraft
As of 2011 we have had four years of
economic recession and that has meant
four years of deficits. In 2011 our deficit
was $168,000.
In 2012 we undertook measures to increase
our income and reduce our expenses.
As a result our registrations increased by 20%.
While we still anticipate a deficit in 2012
it will be much smaller than in previous years.
Because we have no endowment funds,
the only way we can absorb deficits is
by borrowing money.
Endowmentfor
YouthLeadershipDevelopment
Wecurrentlydevelopyouthleadershipthroughthree
differentprograms.Ourplanistocreatededicated
EndowmentFundsthatwouldfullysupportallthreeof
oursignificantyouthleadershipdevelopmentefforts.
1. KeepCalmandWait Thisnewprogram,designed
forteenagersandyoungadults,washeldforthe
firsttimeontheFebruarylongweekendin2013.
Ithasbeendevelopedinconjunctionwiththe
DioceseofNewWestminsterandtheBCand
YukonAnglicanYouthMovement,withthe
expectationthatitwillbecomeanannual
youthleadershipevent.
2. YoungSojourners EveryMay,youngpeople
fromacrossBCandAlbertaareinvitedtoteCentre
foralongweekendtocontributetheirlabouron
siteandparticipateinaprogramtodeveloptheir
spiritualityandsenseofChristiancommunity.
DevelopedinpartnershipwiththeBCandYukon
AnglicanYouthMovement,the2011program
attracted40participants.Thefollowingyearthat
numberincreasedto60,andin2013wesawit
nearlydoubleto102.Thiseventissubsidized,so
themoresuccessfulitbecomes,themoreitcosts
tosupportit.
3. Leadership,ExperienceandAdventureProgram
(LEAP) Designedfor15-16yearolds,this2-week
intensiveleadershipdevelopmentprogramrunin
Julyislimitedto10participants.Graduatescanthen
applytobecomeSummerYouthStaffthefollowing
year.Thisprogramcosts$16,000annuallytorun;we
askeachLEAPparticipanttocontributehalf($800)
andwesubsidizethatby50%frombursaryfunds.
4. SorrentoSummerYouthStaff(SYS) Each
summerwehire18-20youngpeople,ages16-23,
asstaffmembers.Halfofthemdevelopandrun
ourhighlyregardedchildrenandyouthprogram,
andtherestworkinthekitchen,grounds,
housekeeping,officesupport,maintenance and
as lifeguards.This is more than just a summer job;
it’s also a program for community building and
includes an introduction to spiritual practices
and mentoring skills.
The ‘Next50’Campaign
8
11. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
PhysicalInfrastructure-
$900,000
• $720,000–SpesBona
• $100,000–Farmhouse
• $80,000–Otherupgrades
SpesBona
Commonly known as‘Spes,’renovating this
iconic building would require a new roof,
proper insulation, a basement, new
foundations, new plumbing and a modern
electrical system. Since renovations cost 50%
more than new construction, we plan to
demolish the current building and construct
a new one in the style of the original‘Spes
Bona.’ The new building will be repurposed as
a retreat house, with common spaces on the
main floor and modern suites on the second
floor for small retreats..
Farmhouse
The oldest building on the site, the farmhouse
is often used to accommodate summer
youth staff.The building requires significant
renovations to continue to be used safely, as
the building envelope is badly deteriorated.
These renovations would ensure that the
building could be also be used for theWinter
Youth Leadership Development program as
well as for staff housing during the summer.
OtherUpgrades
For years the budget has been balanced on
back of deferred maintenance. Our“to do”list
includes environmental initiatives to help us
reduce the significant annual energy cost of
operating Richardson Lodge.The lower
washhouse needs updating; the hillside
supporting St. Francis Chapel is unstable and
needs re-enforcing; and wealsoneedto
renovatethelowerlevelofRichardsonLodge
oncewemovethekitchen.
NewBuildings-$1.79million
CommunalProgramSpace
Inthe2013WinterSemesteratRyerson
UniversityinToronto,Architectureprofessor
GeorgeKapelostaughtacoursetitledBuilding
Utopia.InFebruary,hebrought12studentsin
thatcoursetoSorrentoforaCaseStudydesign
exercise.
Uponarrival,thestudentsweregiventhenew
SorrentoCentreMissionStatementandtold
thattheirassignmentwastotakethisutopian
statementandturnitintoabuilding,6000
squarefeetinsizeandmadeofwood.
Theywerealsotoldthatithadtobesituated
onthenorthsideofthesiteinordertoallow
fortheimplementationofPhaseIofthe2008
MasterPlan,whichcalledfortheredirectionof
vehicletrafficawayfrompedestrianareas.
Thecreativeideas,imagesanddetailed
feedbackfromthisexerciseconvincedusthat
thenewbuildingweenvisionasthe3rdPillar
ofthecampaignneedstoprovideuswith
multi-purposecommunalspaces.
Itneedstoallowforthehostingoflargeor
smallprograms,artisticandcreativeevents,
andmusicalprograms,aswellasprovidinga
dininghallfor160people,anewkitchenwith
thecapacityforteaching,asmallprivatedining
roomforsilentretreats,anewWelcomeCentre
receptionareaandadministrativespace.
Thisnewbuildingwillalsoallowustorenovate
theexistingkitchenanddiningroomspaces
toprovideadditionalmeetingroomsand
storageareas.
Thisnewbuildingandtheflexibilityand
efficiencyitwillofferisessentialforthe
provisionofnewprograms,anditwillbeavital
elementinourplantobefinanciallyself-
sustaining.
2ndPillar -RepairandRenew 3rdPillar -NewBuildings
9
12. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
NewPrograms-$1.6million
• $500,000–WinterYouthLeadershipDevelopment
• $500,000–FarmingforCreation
• $600,000–TheCentreforSabbathandRenewal
TheCentreforSabbathandRenewal
The word Sabbatical comes from the Jewish
word‘Sabbath’referring to the seventh day of
the week, the day God rested from the work of
Creation (Gen. 2:2-3).
Sabbaticals invite the discipline of reflective
practice – a disciplined reflection on one’s
work, one’s life, and one’s values.This reflection
is a process of integration and leads to a
deepening of one’s vocation. Sabbath can also
provide opportunities to experience spiritual
direction.
Through a Centre for Sabbath and Renewal
we can lower the drawbridge to the majority
of the population, inviting them to share in
this aspect of the Christian tradition and
demonstrating the effectiveness of a
hospitality offered with an open mind, a
generous heart and an inquiring spirit.
Sabbath can also provide opportunities to
be accompanied by a soul friend or to
experience spiritual direction.
Even fewer understand that accountants and
lawyers take them as well.
Clergy, artists, writers, and academics are
typically on reduced incomes during their
Sabbath leaves.They need financial support in
order to stay focused on their creative, critical
and reflective projects.The key support would
be a Sorrento Fellowship valued at $1500 per
month which goes toward the cost of housing
and one hot meal per day. An endowment
fund of $600,000 would provide enough
income to enable 20 fellowships each year.
WinterYouthLeadershipDevelopment
(WYLD)
SorrentoCentreisknownforthestrengthofits
educationalprogramforchildrenandyouth.
Wenowwanttodevelopapersonal
developmentandvocationaldiscernment
programforyoungadultsfrom18–28yearsof
age,focusedonyoungadultswhomight
consideragapyearbetweenhighschooland
otherformsofpost-secondaryeducationin
ordertosortouthowtheirskills,abilitiesand
passionsrelatetotheworld’sdeepestneeds.
Such a program requires a full-time staff person
for the 5-year pilot phase, and additional funds
to facilitate an international and cross-cultural
component to such a program.
FarmingforCreation
In2009wewereblessedbythegiftofafarm
withfiveacresofarablelandandthreeacresof
woodland.Eventuallyitwillalsoincludea
substantialhand-madeloghome,thoughitwill
requirerenovationstomakeitsuitablefor
year-rounduse.WegrowfoodfortheSorrento
CentrekitchenaswellasfortheSorrento
FoodbankandalocalSeniorCitizen’shome.
OurlongtermplanistousethisforCreation-
centrededucationalprogrammingforanew
generation.Thisvisionrequiresmorestaff
support.$100,000willbeusedtorepairand
renovatetheloghomeforyearrounduseand
tocreateeducationalprogramspace.$400,000
willbeusedtocreateanendowmenttosupport
Creation-centrededucationalprogramming.
4thPillar -NewPrograms
10
13. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Today,Sorrentofacesadefiningmomentinitsmissionandministry.
Developments over the past four years have shown a crucial need for careful and immediate
financial planning. As the charts below indicate, the financial base of the Centre is not
sustainable.We share a collective opportunity and responsibility to understand why and to
respond faithfully.
Our hospitality business can pay its own way but it cannot generate a surplus large enough
to renew our infrastructure or enable our mission and ministry (Youth Leadership, Farming
for Creation etc.).
We have increased prices for accommodation and meals and this has allowed our revenue to
remain flat even though we had fewer guests due to the recession.The variability in program
revenue is a good indication of fluctuating attendance.The cost of enabling our mission
(enablement cost) continues to rise.
ANewWayofThinkingAboutFundingOurMission&Ministry
Our cumulative cash (deficiency) surplus is listed in the sidebar on the right side of this page.
Included is a column of numbers showing that if we had had an endowment of $1.6 million in
2004 producing a return of $80,000 annually (5%), we would have ended 2011 with a
cumulative surplus of $249,837.That money could have been invested in infrastructure or
bursary funds.
We are fixing up the foundations of the place so that we have a platform for growth and
we must build the financial foundations as well as the physical ones. Sorrento is a ministry
and a business. Sorrento is growing and our collective objective is to respond faithfully. In 2012
registrations for Sorrento Centre sponsored programs have increased by 26% over registrations
in 2011. Expanding our excellent ministry requires new resources.
If we are to sustain and foster the future growth of Sorrento, we must plan carefully.
The Campaign is committed to raising $6.64 million in new funds over the next five years,
allowing us to grow and be sustainable.
Cumulativecash
(deficiency)surpluschart
ESTIMATED
WITH
ACTUAL ENDOWMENT
2004 ($83,037) ($3,037)
2005 (109,267) 50,733
2006 (45,929) 194,041
2007 (9,464) 310,536
2008 (68,328) 331,672
2009 (116,887) 363,113
2010 (197,577) 362,423
2011 (390,163) 249,837
11
14. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Volunteersbuilding
Casitaapartments
TheCentrehasneverhadan
endowmentfundofmorethan
$30,000andsotheonly‘shock
absorber’isdebt.
For some years we have balanced our
budget by deferring much needed
maintenance and expanding the number
of outside groups who use our facilities.
This has increased our exposure to the
volatile tourism industry.We’ve now had
four years of recession and that means
we have had four years of accumulating
deficits.This is not sustainable.
In order to lay a new foundation going
forward we must attend to the bottom line
without trying to bend the circles of
our ministry into a profit and loss box.
We have chosen to do this the same way
other charitable non-profits do.We are
going to establish an endowment fund.
We need $80,000 per year in income to fund
our growing youth leadership development
programs. A $1.6 million endowment fund
will produce the revenue needed to fund
these activities.
The total investment needed to resource
the strategic directions is $6.64 million. Our
operating budget for 2012 is $976,000.
$607,000 of that revenue comes from
conference rentals and bookings by
community groups. In 2011 we received
$166,000 in donations from various
sources.
Just over 3% of our income comes
Diocesan and other ecclesiastical grants.
It will be important that we continue
to be attentive to the operating needs
of Sorrento as we carry out the
capital campaign.
Our intention is to raise 50% of the
campaign target of $6.64 million within
the two-year timeframe of the campaign.
The balance of the target amount will be
collected from pledges over the following
three years.
In order to move forward, it would be
helpful if contributors would provide
an initial cash gift amount of about 50%
of their total contribution, and then
pledge the remaining amount
over the next few years.
Having an initial sum of money in hand
will allow us to pay off the debt and
establish the Endowment Fund.
We may then borrow against the
outstanding pledged amount,
which will be paid back by the
end of the pledge period.
As is our custom, we will continue
to include you in the conversation
about the initiatives and the plans.
12
15. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Kekulibuiltbyvolunteers1981
Ourcampaignisabouttransformation,gratitudeandresponsibility.
When you invest in the‘Next 50’ Years of Sorrento Centre, you are investing in a holy place
committed to the transformation of people and society, and helping to grow a community
of learning healing and belonging.You will be repaid in knowledge.You will be repaid
in health.You will be repaid in a larger, more robust community that cares for Creation
and for each other.
Gratitude is recognizing that everything we have is a gift from God.We are the inheritors and
the trustees of these gifts. It is our responsibility to faithfully use what God and our forbearers
have given us in the gift of Sorrento Centre.We have a chance to respond to God’s goodness
by joyfully giving a portion of the abundance we have been given that others might benefit
from the same.
Giving to Sorrento Centre’s ‘EmbracingTransformation’campaign is a way of building
a community of love in this world – a community that is stronger than death. It is a way
of returning to God a gift in recognition and thankfulness for what we receive from God.
InvestmentsandGifts
Weliveinwhatwecouldcallthe‘GiftEconomy.’
The primary place of the gift in society is the
family.This is where gift giving is first
experienced and the behaviours of gift
giving first learned. Everything you see at
Sorrento Centre is the result of someone
else’s gift. Every floor you walk on, every quilt
you pull over your head, every bed you
sleep on has been given by someone else
that you might benefit from it.
–ChristopherLind
Everyone participates in gift giving.
Christmas, birthdays, when we move into
a new home, take a new job or have
children; we give them and receive them.
One of the characteristics of gift giving is
that no one is excluded.To some extent,
everyone participates in the gift exchange.
13
16. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Therearetwowaystogive
tothecampaign:
Therearetwomajorcategoriesofplannedgifts:
Dioceses, parishes, individuals and
households in British Columbia and Alberta
are being asked to respond to the‘Embracing
Transformation:The Next 50Years’Campaign
for Sorrento Centre.We ask you to be a
partner in opening the door to a new future
for Sorrento. Our goal through this campaign
is to raise a minimum of $6.64 million.We are
honouring as many parishes, individuals and
households as possible with a conversation.
However, visitors will not ask you to make a
decision during the conversation about your
financial support.
The decisions made now can provide the underpinnings for the ongoing health and growth of
Sorrento locally, nationally and internationally.
We ask that you consider prayerfully your commitment to this future.
The key to a successful campaign is generous
giving, which means something different to
each person.With everyone giving according
to equal generosity – not equal amounts
– we can fulfill our vision and make all things
new.The campaign will require a level of
support not seen since our founders built
Sorrento 50 years ago.
As you consider your pledge to the
campaign, it will be helpful to remember that
based on current income tax laws, like all
giving to the church, you will save on your
income tax. Contributions are tax deductible.
ImmediateGifts
• MarketableSecurities:These gifts can take the form
of cash, stocks, bonds, current life insurance policies
or mutual funds. Making a gift of securities or mutual
funds can reduce the accrued capital gains tax that
you might owe.
Since spring 2006, gifts of securities or mutual funds
to charitable organizations in Canada can avoid
payment of capital gains tax otherwise payable by
the donor.The Canadian government introduced
this initiative to encourage such gifts, benefiting
both the charity and the donor; the appreciation in
value of such purchases may be quite significant
when they are transferred directly to the church
• CharitableGiftAnnuity:You can receive tax-free
retirement income along with an immediate gift to
Sorrento Centre.This is a gift that gives back to you.
Thecampaignwillrequire
alevelofsupportnotseen
sinceourfoundersbuilt
Sorrento50yearsago.
Giftsand/orPledges:
These include cash gifts over the
next three years by way of cheque,
direct debit, credit card contributed
monthly, quarterly, or annually.
PlannedGifts:
a gift funded from accumulated
resources or assets, rather than income.
Under our current tax laws, there are
opportunities for you to make
a significant gift to Sorrento from your
accumulated resources or assets.
Because of the tax advantages,
this gift will not negatively impact
your current financial circumstances.
FutureGifts
• BequestsThroughaWill: Bequests are a
very important and meaningful way to leave
a final gift to Sorrento Centre.You can leave
either a specific gift of cash, artwork or other
assets, or a portion of your estate.
• LifeInsurance: Making Sorrento Centre
a beneficiary of a life insurance policy will
give you a tax benefit today and provide a
future gift to Sorrento Centre.With a modest
monthly insurance premium for a new
policy, you can leave a substantial legacy to
the centre in the future.Your annual
premiums are tax deductible.
• CharitableRemainderTrust:You place
cash, property or securities in a trust for
Sorrento Centre and receive a guaranteed
income for life, with substantial tax savings.
ProfessionalSupport
Gifts in either category require careful planning to take advantage of Canada’s tax laws that are
designed to encourage generous giving. As part of the campaign, we will have a professional financial
advisor, knowledgeable in all aspects of charitable gifts and planned giving, available to meet with you
to discuss specific giving opportunities.
14
17. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
Witheveryonegivingaccordingtoequalgenerosity–
notequalamounts–wecanupholdSorrento’svision.
The following chart is one example of how the campaign objective of $ 6.64 million
can be met through various levels of giving in Gifts, Pledges and Planned Giving.
SorrentoCentreCapitalCampaign
GivingChartforraising$6.64million
Monthly
Amount
Yearly
Amount
ofPledge
3-Year
Pledge
Actual
MonthlyCost
(aftertax
credit)*
Number
ofPledges
Required
Cumulative
Total
$43 $500 $1,500 $23 100 $150,000
$83 $1,000 $3,000 $47 100 $450,000
$167 $2,000 $6,000 $93 60 $810,000
$250 $3,000 $9,000 $140 60 $1,350,000
$417 $5,000 $15,000 $233 26 $1,740,000
$694 $8,333 $25,000 $389 14 $2,090,000
$1,389 $16,667 $50,000 $778 10 $2,590,000
$2,778 $33,333 $100,000 $1,556 8 $3,390,000
$6,944 $83,330 $250,000 $3,889 5 $4,640,000
$13,889 $166,670 $500,000 $7,778 2 $5,640,000
$27,778 $333,330 $1,000,000 $15,556 1 $6,640,000
* basedonanaveragemarginalincometaxcreditof44%. For corporate donors check with your tax advisor
15
18. The‘Next 50‘ Campaign for Sorrento Centre
Transformation
As you consider the amount of your potential gift to the campaign, please remember
that our current tax laws provide a tax credit of 44% for any donations to charitable
organizations (including the church) in excess of $200.
This means that the net impact on your financial situation is much less than the gross
amount contributed.
This is outlined in the chart below.
Gifttothe
Campaign
MonthlyCost
toGiver*
TotalTax
Credit**
ActualCost
toGiver
ApproximateNet
MonthlyAmount***
$1,500 $42 $660 $840 $23
$3,000 $83 $1,320 $1,680 $47
$6,000 $167 $2,640 $3,360 $93
$9,000 $250 $3,960 $5,040 $140
$15,000 $417 $6,600 $8,400 $233
* Beforetaxcredit
** Basedonataxcreditrateof44%(applicabletoallcontributionsinexcessof$200)
*** Basedonacommitmentover3years(36months)
Please consult your financial advisor or accountant to determine your actual savings.
If a gift exceeds 75% of net income, the tax credit for the gift can be claimed over five years.
CumulativeTaxCredits
Another very powerful option to maximize
your gift is to give back the cumulative tax
credits (43.7%). Giving back the cumulative
refunds (or credits) of your gift can leverage
your gift by nearly 1.7 times over the three-year
pledge period. An initial gift of $1,000 in year
one results in a $437 tax credit. $437 given back
to the church in year two results in another
$191 tax credit.The $191 given back results in a
further tax credit of $83 in the third year, and if
given back, the original gift of $1,000 becomes
$1,711 (provided each year the donated
amount exceeds the $200 threshold).
MemorialGifts
Sorrento Centre is a sacred place that
evokes memories of special people or
times in our lives. Gifts in memory of a
loved one are meaningful, appropriate
and appreciated, and a special letter
acknowledging your gift will be sent to
the appropriate person(s). Naming
opportunities are available upon request.
16
19. Sample
SorrentoCentre
Name: ————————————————————————————————————————————————————
Address: ————————————————————————————————————————————————————
Postal Code: ————————————————————————— Telephone:—————————————————————
E-Mail: ————————————————————————— Date:—————————————————————
Parish/Congregation: ————————————————————————————————————————————————————
I/wewishtosupportthe‘EmbracingTransformation:TheNext50YearsCampaign’
withatotalcontributionof $______________asfollows:
$ ———— to be paid in ———— monthly/annual (please circle) instalments of $ ———— commencing ————————.
$ ———— to be paid in a single payment on or by ————————————.
I /We would like to make a gift of PubliclyTraded Shares (the office will contact you) with an estimated value of $——————.
Other gift: ————————————.
MethodofPayment
My cheque is enclosed My post-dated cheque(s) is/are enclosed.
[Make cheques payable to‘Sorrento Centre’andWRITE on the MEMO LINE ‘For Capital Campaign’]
Please debit my bank account automatically. My voided cheque is enclosed.
Please use my credit card: Visa Mastercard
Account # ——————————————————————————————— Expiry Date:——————————————————
Please send me a reminder when my next payment is due.
I am interested in knowing more about these types of gifts:
Shares or Stocks Bequests Life Insurance Charitable annuities
Completethefollowingifapplicable
In memory of ——————————————————————— In honour of ——————————————————————————
Please send an acknowledgement card to:
Name: ———————————————————————————————————————————————————————
Address: ———————————————————————————————————————————————————————
City: ———————————————— Province: ————————————— Postal Code —————————————
All contributions are deductible for income tax. A charitable tax receipt will be issued to acknowledge your generosity.
Donor recognition: All gifts will be recognized. Please print your name(s), organization or honouree exactly as you wish it to appear. Please
refer to www.sorrento-centre.bc.ca for more information OR I /We wish my/our gift to remain anonymous.
Contributor(s)signature(s):_______________________________________________________________
Pleasemailthisformto:SorrentoCentre,1159PasschendaeleRoad,POBox99,Sorrento,BC,CanadaV0E2W0
OR complete this form online at www.sorrento-centre.bc.ca
www.sorrento-centre.bc.ca / development@sorrento-centre.bc.ca / 250-675-2421 / 1-866-694-2409 / Fax: 250-675-3032
Registered Charitable Number: 129144549RR0021 [Sorrento Centre, Anglican Church of Canada]
FOR OFFICE USE ONLY: Date received:
PLEASE PRINT CLEARLY
20. SorrentoCentre
1159 Passchendaele Road, PO Box 99, Sorrento, BC, CanadaV0E 2W0
www.sorrento-centre.bc.ca / development@sorrento-centre.bc.ca (confidential)
250-675-2421 / 1-866-694-2409 / Fax: 250-675-3032
Registered Charitable Number: 129144549RR0021 [Sorrento Centre, Anglican Church of Canada]
THIS BOOKLET IS PRINTED ON 100% RECYCLED PAPER
Calgary
Lethbridge
Edmonton
Saskatoon
Regina
Winnipeg
Toronto
Ottawa
Victoria
Seattle
WASHINGTON
IDAHO
MONTANA
WISCONSIN
MICHIGAN
MINNESOTA
THE
DAKOTAS
ALBERTA
BRITISH
COLUMBIA
SASKATCHEWAN
MANITOBA
ONTARIO
Vancouver
SORRENTO
Prince
George
SORRENTO
SalmonArm
Trans
Canada
Hwy
Kelowna
Kamloops
✈
✈
The‘Next 50‘ Campaign for Sorrento Centre
Transformation
