Religious Institutes

Our Expertise

Because we've provided accounting outsourcing, real estate consulting, and financial services to religious institutes and their sponsored ministries for more than 65 years, we understand your mission, values, and operating philosophies. We have developed a deep appreciation for and understanding of the mission, values, and operating philosophies of religious congregations and the integration of religious life with mission and ministry.

Our efforts focus on ways to steward human and financial resources more effectively in order to further mission, ministry, and legacy. This perspective allows us to bring best practices and alternatives to you while providing a tailored evaluation as a result of our experience working with more than 175 religious congregations and 800 long-term care and senior housing facilities.

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

More Insights

Image of an old sign that points opposite ways with success on one panel and failure on the other

Overcoming real estate development challenges: Why hire a development consultant?

Article / 5 min read

Interview between a senior living owner and potential senior living management company in a modern office

Case Studies

SEE ALL CASE STUDIES

View of Pious Society of St. Paul school building through tree branches.

February 28, 2024

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.

Case Study / 1 min read

Exterior grounds of religious congregation's home, with close-up of bench and residences

November 06, 2023

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.

Case Study / 3 min read

Sisters of Charity of Our Lady of Mercy Charleston Property view of lake and park

May 08, 2023

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.

Case Study / 2 min read

Client Experience

Working With Us

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.