MY ANNUAL
CHECK-UP
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I'm not talking about physical
health. I take care of that later. This is the check-up prompted by the IRS
which requires me to go through my financial history of the past year in
as truthful a manner as possible.
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With papers and records and 1099’s and
all sorts of other forms I tried to understand from past years, I thought
of what a biographer once said. He could learn more about people from their
check stubs than anything else.
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It being a fine sunny morning, with the
Super Bowl several hours away, I decided to give myself a sort of spiritual
check-up. It was revealing.
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I decided to look at my contributions.
I made a list. I only included those that IRS would recognize as charitable.
That means I had to exclude all my taxes, which constitute involuntary contributions.
I don't generally resent taxes since they support so many causes and institutions
without which we don't have a society worth living in. We pay a lot of taxes
that total twice our IRS recognized donations.
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It also means excluding gifts to children
and grandchildren. As I totaled these they just about equaled our donations
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We gave to 50 organizations last year.
Some year I'm going to try to keep track of all the appeal letters that
amounts to! I didn't realize.
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I gathered them into categories. Here
was where I began seeing where we matched our giving to our concerns. I created
eight categories. I’ll report them in order of amount given.
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1. Social Services. This includes
quite a few local programs that serve the needs of the most marginalized
and troubled people. We know most of these programs and what they do and
the people they serve. A little less than 29% of our donations go into this
category.
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2. Cultural. This includes music,
the arts, both locally and in Oregon. I was surprised but not displeased
that we give about 23% to these causes.
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3. World needs. Our giving is
a drop in the bucket but we want to remember the wider world of needs beyond
our town and country. This list totaled about 15%.
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4. Education. We've graduated
from too many schools. But we owe them a debt. We also support under-funded
programs locally. A little over 11% for education.
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5. Churches. We sometimes make
special gifts to churches for needs we support. It came to 10% of our giving
this year. (I did note when I put all “faith-based” organizations together
that they comprised about 30% of our total contributions. Part of this is
due to knowledge about effectiveness of some of these programs).
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6. Environmental. We try to live
our environmental commitment as much as we can. We give to a few causes, but
for some reason the numbers don't match our concern. About 6%.
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7. Health. This list included
research foundations and support for health-supporting programs. Just about
5%.
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8. Political. We gave very little
last year, not because we didn't care. I guess we couldn't see how any of
the races and issues we were concerned about would be helped much by our giving.
It has been different in other years. 1.5%
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If these percentages don't add up, you
can understand why doing my taxes is such a pain. But what I'm really trying
to add up is whether I'm putting my money where my heart is.
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Luke's version of the “do not
be anxious” saying of Jesus concludes with words admonishing spiritual
treasures. “For where your treasure is, there will your heart be also.”
I guess there's a connection worth paying attention to.
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I'm not sure that this is an accurate
guide for a check-up, but it’s a good exercise. We might like to re-allocate
some of our giving to better match our priorities. I think you can do a similar
thing with the city and county and state budgets. Or your church budget. Our
national budget tells a lot about American values, and it is not healthy.
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It has been shown that generosity
contributes to physical, mental and spiritual health. It’s a somewhat
selfish reason for giving, but what the heck. If it works, why not?
─ Art Morgan, February 6, 2007
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