In serving religious institutes for more than 65 years, we deeply understand that your mission and ministry are at the heart of your organization. We work diligently to appreciate them and ensure our services and advocacy are aligned to your mission, values, and operating philosophies.
Religious Institutes
Our Expertise
Embrace your future, honor your legacy
Religious congregations are immersed in a time of transformation. Times such as these impact all facets of religious life: communal life and care of members, mission expression, operations, and stewardship of resources, including finances and properties. Planning in one area often, if not always, affects other areas. Everything is connected. Whether seeking assistance in one discrete area or comprehensive planning, allow us to accompany you.
We recognize the complexity of the transitions you’re facing. We provide holistic support, guided by the wisdom and compassion gained from serving more than 300 religious institutes and sponsored ministries.
Partnering with Plante Moran equips leaders with the knowledge and perspective needed to embrace change confidently, use resources effectively, and make strategic decisions that enable institutes to continue to be prophetic witnesses in the Church and world.
Discernment of Mission & Charism
As religious congregations look toward their future and consider the sustainability of their legacy, their sponsored works often become a focus. Discerning which ministries align with sustaining the mission and charism, and how they might remain in that service to the congregation, is essential for shaping the future of the religious community. As a trusted advisor who understands your goals, we can help you through this process. Learn more.
Finance, Operations, Audit, & Internal Controls
We serve religious institutes and their ministries with respect for their traditions, culture, and charism. Our understanding of the various operating practices of these entities enables us to approach our services with sensitivity and practicality within the context of the spirit and intent of the accounting principles. We hope to provide meaningful support to you as you address items such as accounting and reporting issues, changing accounting standards, tax related questions and internal control structure enhancements. Learn more.
Property & Real Estate Consulting
Our experts can evaluate your community’s portfolio of owned and leased space and assist in identifying opportunities that might exist to use your assets for the benefit of your mission and the support of your members. Whether buying, leasing, selling, or undertaking a large construction project, our professionals can provide you with expert analysis and guidance. We’ll develop solutions that align mission, ministry, and membership with real estate decisions. Learn more.
Religious Member Well-Being
Member well-being analysis involves reviewing your philosophy and policies for addressing the needs of aging members and projections for the utilization and capacity of your real estate holdings. Through a comprehensive understanding of community life, we help you think through viable options for meeting members' residential and care needs now and in the future. Learn more.
Insights
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Case Studies
SEE ALL CASE STUDIES
Plante Moran Realpoint assists religious institute with building sale & residential transition
The Society of St. Paul needed help in determining the best course of action for the deteriorating 1920s former school building used as a residence and publishing center.
Congregation addresses aging members’ care through mission-aligned property sale
The Presentation Sisters Union property sale in San Antonio, Tex., supported the sisters’ educational mission and provided funding for retirement.
Religious congregation transitions property to promote mission & environmental values
When plans to develop their property for affordable seniors housing went awry, Plante Moran Realpoint helped the Sisters of Charity of Our Lady of Mercy rethink how their property could be used to support their mission.
