Leland's Seven Stewardship Principles — Church Stewardship Program

A partnership with Leland Rubin, creator of the Seven Stewardship Principles, and Allan Bell - CPA, CMA, MBA, Nsites founder and creator

S3 Eliminate High-Cost Liabilities · Lesson 4 of 4

Lesson 4 — A Debt-Free Path for the Congregation

Design a recurring, product-neutral debt-free education pathway for households, with qualified referral partners for those in high-cost debt.

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Seven Principles curriculum version 1.0 — author-review draft pending Leland Rubin's approval prior to publication. · Leland's Seven Stewardship Principles methodology, content, exercises and deliverables are created by Leland Rubin and remain in author-review draft pending his approval.

Where this lesson sits

Curriculum version 1.0 · Author Review

Module purpose: Build a complete inventory of every liability and its true annual cost, rank payoff priority using a documented method, pursue refinancing where responsible, adopt safeguards against new high-cost debt, and offer households a product-neutral, debt-free education pathway.

Official outcome: High-Cost Liability Elimination Plan

This lesson produces: Congregation Debt-Free Pathway Outline with referral partner list

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Learn

Participant study reading — approximately 90 minutes of learning and shared work.

Learning objective: Design a recurring, product-neutral debt-free education pathway for households, with qualified referral partners for those in high-cost debt.

Recommended participants: Pastor, discipleship or stewardship ministry lead, pastoral care lead, and one board member

Estimated teaching time: 90 minutes

Success indicators

  • • A recurring teaching outline exists covering credit reports, utilization, payoff methods and predatory-lending avoidance
  • • A vetted list of qualified nonprofit credit counseling, legal aid and tax referral partners has been compiled
  • • Leadership has agreed on how aggregated, de-identified household debt patterns will be reported without exposing individual households
  • • A plan exists to connect households in crisis to pastoral care and qualified referral resources rather than informal financial advice from volunteers

Materials and evidence you will use

  • • National Foundation for Credit Counseling or comparable nonprofit credit counseling directory
  • • Any existing pastoral care intake process for financial hardship
  • • At least two vetted nonprofit referral partners identified
  • • A defined aggregated reporting cadence to leadership

What you should be able to produce

  • • A recurring teaching outline exists covering credit reports, utilization, payoff methods and predatory-lending avoidance
  • • A vetted list of qualified nonprofit credit counseling, legal aid and tax referral partners has been compiled
  • • Leadership has agreed on how aggregated, de-identified household debt patterns will be reported without exposing individual households
  • • A plan exists to connect households in crisis to pastoral care and qualified referral resources rather than informal financial advice from volunteers

Foundational ministry principle

Romans 13:8

8 Owe no man any thing, but to love one another: for he that loveth one another hath fulfilled the law.

King James Version (KJV) · Public domain

This verse names freedom from owing as a general posture worth pursuing, and pairs it directly with love of neighbor, framing debt-free teaching as an act of care for households rather than a moral test.

As draft framing for author review, the facilitator might suggest that teaching households to escape high-cost debt is itself a way of loving neighbor, since predatory debt often traps the very households a church is most called to serve.

Understand the concept

Your work in this lesson focuses on this outcome: Design a recurring, product-neutral debt-free education pathway for households, with qualified referral partners for those in high-cost debt.

The same discipline the church applied to its own debt, naming it honestly, prioritizing payoff and safeguarding against new borrowing, becomes a gift to the congregation when taught in a recurring, confidential, product-neutral pathway.

Why it matters for your church

Households trapped in predatory debt often experience shame that keeps them from disclosing the problem until it becomes a crisis the church only learns about too late.

A church that gives informal financial advice through well-meaning volunteers, rather than referring to qualified professionals, risks giving inaccurate or even harmful guidance.

Benevolence given without a referral to address the underlying debt pattern can unintentionally fund another cycle through the same predatory product.

Examine the evidence

Use National Foundation for Credit Counseling or comparable nonprofit credit counseling directory, and Any existing pastoral care intake process for financial hardship to compare your church's present practice with its stated intentions. Look for documented patterns, missing information, and differences between what people assume and what the evidence supports.

Your completed work should be supported by At least two vetted nonprofit referral partners identified, and A defined aggregated reporting cadence to leadership. Record uncertainty honestly so your team knows what still needs to be verified.

Prepare for the shared exercise

Design a recurring, product-neutral debt-free teaching pathway and a vetted referral partner list for households carrying high-cost debt. The Congregation Debt-Free Pathway Outline produces the Congregation Debt-Free Pathway Outline with referral partner list, which contributes to the principle's principal deliverable.

Before working with your team, consider this reflection: What would change in how households experience our church if seeking help for a debt problem felt as normal and safe as asking for prayer?

Key terms

Credit utilization
The share of available revolving credit currently in use, one of the largest factors in a credit score and a key driver of compounding interest cost on carried balances.
Snowball and avalanche methods
Two common debt payoff methods: snowball pays off the smallest balance first for motivation, while avalanche pays off the highest-rate balance first to minimize total interest paid.
Predatory lending
Lending products such as payday loans, title loans, rent-to-own agreements and refund-advance products that carry extremely high effective costs and disproportionately target financially vulnerable households.

What this means for a church

  • • Households trapped in predatory debt often experience shame that keeps them from disclosing the problem until it becomes a crisis the church only learns about too late
  • • A church that gives informal financial advice through well-meaning volunteers, rather than referring to qualified professionals, risks giving inaccurate or even harmful guidance
  • • Benevolence given without a referral to address the underlying debt pattern can unintentionally fund another cycle through the same predatory product

Common failure patterns

  • • Naming a specific for-profit debt-settlement company or credit product from the stage, which functions as an unintended endorsement
  • • Treating a single one-time class as sufficient rather than building a recurring, standing pathway
  • • Allowing individual household financial details to circulate among leadership rather than staying confidential to pastoral care and being reported only in aggregate

Ministry case

The Series That Uncovered a Quiet Pattern

A fictional, explicitly synthetic congregation used here for illustration launched its first product-neutral debt-free teaching series expecting modest interest. Instead, the confidential intake conversations that followed revealed, in aggregate only, that a noticeable cluster of households had turned to rent-to-own furniture agreements after a local retailer closed a traditional financing option, a pattern leadership had never known existed because no one had ever asked in a structured, confidential way.

Rather than naming any household, the pastoral care team used the aggregated pattern to invite a qualified nonprofit credit counseling agency to hold a dedicated session on rent-to-own alternatives, and the church's resource table began stocking that agency's plain-language handout on the topic, all without ever disclosing which households had been affected.

Lesson takeaway

The same discipline the church applied to its own debt, naming it honestly, prioritizing payoff and safeguarding against new borrowing, becomes a gift to the congregation when taught in a recurring, confidential, product-neutral pathway.

Discuss

Guided discussion for the leadership table.

With a teaching pathway, referral list and confidentiality standard in place, we are ready to assemble the full High-Cost Liability Elimination Plan and its 90-day action plan.

  1. What currently makes it hard or easy for a household to disclose a debt problem at our church?
  2. Which of the four core teaching topics feels most urgent for our specific congregation right now?
  3. How will we make sure no specific financial product or company is ever endorsed from the stage?
  4. What would a healthy, private intake process for a household in crisis look like here, step by step?

Practice

Applied exercise — produces the Congregation Debt-Free Pathway Outline with referral partner list.

Congregation Debt-Free Pathway Outline

Design a recurring, product-neutral debt-free teaching pathway and a vetted referral partner list for households carrying high-cost debt.

Estimated time: 55 minutes

Participants: Pastor, discipleship or stewardship ministry lead, pastoral care lead, and one board member

Artifact produced: Congregation Debt-Free Pathway Outline with referral partner list

Required inputs

  • • Nonprofit credit counseling directory for the church's area
  • • Existing pastoral care intake process, if one exists

Instructions

  1. Draft a one-paragraph teaching summary for each of the four core topics.
  2. Identify what a household should be able to do differently after each teaching session.
  3. Confirm the teaching format and recurring cadence for the pathway.
  4. Research and vet at least two qualified nonprofit credit counseling agencies for referral.
  5. Add at least one legal aid and one free tax preparation resource to the referral list.
  6. Agree on the confidential intake step for households disclosing a debt crisis.
  7. Define what aggregated, de-identified summary leadership will receive and how often.
Complete it online

Congregation Debt-Free Pathway Outline

  • Church name: ______________________
  • Date of review: ______________________
  • Facilitator: ______________________
Topic / partnerTeaching summary or referral scopeFormatConfidentiality safeguardOwnerReview cadence
      
      
      
      
      
      
      
      

Worked example

A fully completed sample using a fictional church. This is illustrative teaching material, not any church's actual data.

Riverside Fellowship (illustrative example — not actual church data)

Riverside Fellowship designs its first Congregation Debt-Free Pathway, building on the discipline it applied to its own liabilities in Lessons 1 through 3.

Topic / partnerTeaching summary or referral scopeFormatConfidentiality safeguardOwnerReview cadence
Credit reports and scoresHouseholds learn to pull their own free credit report and understand the top factors driving their scoreQuarterly four-part series, session oneNo household discloses a score publicly; discussion stays generalDiscipleship lead, Priya S.Reviewed annually
Predatory lending awarenessHouseholds learn to recognize payday, title and rent-to-own products and their true annual costQuarterly four-part series, session four; resource table year-roundReferral conversations happen privately with pastoral care, never in group settingPastoral care lead, Marcus D.Reviewed annually
Nonprofit credit counseling referralTwo accredited agencies vetted for nonprofit status and no consumer complaints on filePrinted resource card and private referral by pastoral careReferral logged in aggregate only, no household name recorded centrallyPastoral care lead, Marcus D.Reviewed twice yearly

How this leadership team reasoned

  • • Riverside's team recognized that teaching credit reports first gave households a concrete, empowering first step before addressing the more sensitive topic of predatory lending later in the series.
  • • The team deliberately kept all predatory-lending referral conversations private and one-on-one, since group disclosure could feel shaming even in a supportive teaching environment.

Decisions recorded

  • • The board approved a standing quarterly four-part series starting in the next ministry calendar quarter.
  • • Marcus D. was assigned to compile an aggregated, de-identified referral summary for leadership twice a year.

Completed artifact extract — Congregation Debt-Free Pathway Outline with referral partner list

Congregation Debt-Free Pathway: quarterly four-part series covering credit reports, utilization, payoff methods and predatory-lending awareness, backed by two vetted nonprofit credit counseling referrals and a confidential pastoral-care intake process, with aggregated reporting to leadership twice yearly.

Illustrative exercise score: 18 of 20. Riverside's team built a complete, confidentiality-respecting pathway with vetted referral partners and a clear reporting cadence, with only minor room to specify the legal aid resource in full detail.

BAG Index complement

Household financial-literacy layer that complements this stewardship principle.

BAG Index complement

Predatory lending, fraud and identity theft

A short complement introducing the BAG Index predatory lending and fraud protection module, helping households recognize high-cost lending traps and common fraud and identity-theft tactics, extending this lesson's work toward a debt-free path for the congregation.

Teaching points

  • Predatory lending often features very short repayment windows, extremely high effective annual rates, and pressure to borrow again immediately after repaying, trapping households in repeat cycles of debt
  • Common warning signs of a predatory loan include fees disguised as 'processing' or 'insurance' charges, refusal to disclose a clear annual percentage rate, and lenders who discourage households from reading the full agreement
  • Identity theft often begins with a stolen Social Security number, a data breach, or a phishing message impersonating a trusted institution, and early detection depends on reviewing statements and credit reports regularly
  • A household that suspects fraud should place a fraud alert or freeze with the credit reporting agencies, contact affected institutions directly, and file a report with the appropriate consumer protection authority
  • Church leaders can create a safe, shame-free pathway for households to disclose a predatory loan or fraud situation, referring them toward legitimate nonprofit and legal resources rather than judgment

Household practice step: Each household completing the BAG Index predatory lending and fraud module reviews one current loan agreement or recent statement for warning signs, and confirms it knows the correct first steps to take if it ever suspects fraud or identity theft.

Supports this principle: This complement directly protects the debt-free path this lesson is building, since a congregation that understands predatory lending and fraud is far less likely to fall back into high-cost debt even after existing liabilities are eliminated.

This module teaches general warning signs and protective steps only; it does not name or accuse any specific lender, and any household facing a suspected predatory loan, fraud or identity theft situation should be referred to a qualified, licensed legal professional or the appropriate consumer protection authority.

Score

Transparent 20-point exercise rubric: four criteria rated 0 to 5 with observable anchors.

Criterion0 — not evident3 — acceptable5 — exemplarySample
Completeness (0–5)Fewer than two of the four required teaching topics were outlined.All four topics were outlined but no referral partners were identified.All four topics are outlined with format and cadence, and at least three referral partner types are identified and vetted.5
Use of evidence (0–5)Referral partners were listed without confirming nonprofit status or checking for complaints.Some referral partners were vetted, others were listed without confirmation.Every referral partner's nonprofit status and complaint history were confirmed before inclusion on the list.4
Alignment to the module purpose (0–5)The pathway named specific commercial products or companies as endorsements from the stage.The pathway stayed product-neutral but did not connect clearly to the church's own debt-elimination discipline from earlier lessons.The pathway explicitly mirrors the church's own naming, prioritizing and safeguarding discipline and remains fully product-neutral.5
Actionability and ownership (0–5)No owner or cadence was assigned to any component of the pathway.Owners were assigned to teaching topics but not to referral-list maintenance or aggregated reporting.Every component, teaching, referral maintenance and aggregated reporting, has a named owner and review cadence.5
Worked sample total19 / 20
  • Completeness: Riverside outlined all four topics and identified nonprofit, legal aid and tax referral resources.
  • Use of evidence: The two credit counseling agencies were fully vetted, though the legal aid resource still needed final confirmation.
  • Alignment to the module purpose: The outline explicitly frames the series as applying the church's own discipline outward and never names a commercial product.
  • Actionability and ownership: Named owners and review cadences are recorded for teaching, referrals and aggregated reporting alike.

Lesson-exercise scores (20 points each) demonstrate learning and artifact quality. They do not automatically overwrite the official Seven Principles assessment, which remains a separate 100-point rating of five dimensions for each principle.

Submit evidence

What must be submitted for this lesson to count as complete.

Submit

  • • Completed Congregation Debt-Free Pathway Outline with all four topics, referral partners and confidentiality safeguards recorded

Attach this evidence

  • At least two vetted nonprofit referral partners identified
  • A defined aggregated reporting cadence to leadership

File upload is not implemented in this prototype. Ticking a box records that the church can produce the document; it does not store a file.

Contribute to official outcome

How this lesson builds the High-Cost Liability Elimination Plan.

Artifact produced: Congregation Debt-Free Pathway Outline with referral partner list

Becomes the household-education section of the High-Cost Liability Elimination Plan and supplies the 90-day plan's teaching-calendar line items.

Open the module deliverable assembly

Participant reflection and notes

What would change in how households experience our church if seeking help for a debt problem felt as normal and safe as asking for prayer?