In November 2022, First-St. Andrew’s United Church (FSA) was dealing with the same challenges that plagued other churches in Canada: a younger generation that was less interested in joining or supporting a traditional church congregation. With an aging membership and shrinking numbers in the congregation, FSA could no longer cover expenses with member donations and fundraising activities. The church leaders have planned a meeting to identify alternatives to save the church. One of the church leaders feels it is only a matter of time before interest from the trust fund will be insufficient to cover projected deficits; another leader invites reflection regarding what they are trying to save and for whom. What options do they have to sustain FSA and how will those options support FSA’s mission?
First-St. Andrew’s United Church: Charting a Path Through Financial Challenges
Jeannette Eberhard, Krista Pettit, Kyleen Myrah
Product #:W39456
Supplier:Ivey
Discipline:Strategy
Setting:Canada, 2022
Subjects:
Geography:
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Learning Objectives
The case challenges students to undertake the following for a mission-based, not-for profit organization where resources are limited:
- Identify relevant stakeholders and their respective interests.
- Identify resources and capabilities, and the challenges of leveraging these.
- Identify the challenges for decision-making and strategy development.
- Identify and evaluate the risks of pursuing revenue-generating business and social goals.
- Recommend a course of action that will achieve financial self-sustainability and satisfy the organization’s social objectives and mission.