Blog

How a small church can put its beliefs on paper before it is ever sued

A step-by-step guide for congregations to document beliefs and policies now, because courts weigh what a church wrote down before the dispute began.

Nobody ever drafts a statement of faith on the day the subpoena arrives. That is the problem. A lawsuit is the worst possible moment to discover that your congregation has believed the same things for a century and has never written down one of them.

Here is the principle, and it is a modest one. When a dispute reaches a court, a judge cannot decide which doctrines are true, but he can read documents. A church that adopted clear written beliefs and policies years earlier, through its own ordinary process, gives the court something solid to rely on. A church that has only memory and good intentions gives the court a swearing contest. This guide walks through what to write, in what order, and when to stop and call a professional.

One caution before we begin. I am describing the general landscape, as a citizen's guide. This is not legal advice for your congregation's situation, and the details differ by state, by denomination and by the facts. The last step tells you when to hire a lawyer, and I mean it.

Step 1: understand why paper matters

Courts treat a church differently from a business, and the reason is in the Constitution. The First Amendment's religion clauses mean that civil courts may not resolve religious questions, such as which doctrine is correct or who is a faithful member. The Supreme Court said so in Watson v. Jones (1872), a dispute over a divided Louisville congregation, and in Presbyterian Church v. Hull Church (1969). But courts still must decide property, employment and contract disputes that involve churches, and in Jones v. Wolf (1979) the Court allowed states to use "neutral principles of law" for church property disputes, which means reading deeds, charters, bylaws and similar documents the way a court would read any organization's papers.

That is why paper matters. The court will not ask whether your doctrine is right. It will ask what your governing documents say, and whether your congregation followed them. If the documents are clear, dated and consistently applied, you have given the judge a neutral way to respect your decisions. If they are vague, or contradict your practice, you have not.

Step 2: write a statement of faith

A statement of faith is a short document, usually a page or two, setting out what your congregation believes on the doctrines that define it. It is not a sermon, and it is not meant to persuade. It is a record.

Practical points:

  1. Start from your tradition's own confession or creed. Many congregations adopt an existing confession, such as one their denomination already publishes, and add a short local statement. That is better than inventing language, and it ties you to an established body of belief.
  2. State beliefs plainly, including the ones that are contested. If your church holds teachings on marriage, sexuality, life, the sacraments or the roles of men and women in the church, say so in the words your tradition uses. A vague statement offers no protection. A court cannot give weight to a belief the church never stated.
  3. Say that the statement binds the church's governance. A line stating that the statement of faith is the church's doctrinal standard, and that members, officers and employees are expected to conduct themselves consistently with it, connects belief to practice.
  4. Adopt it through your ordinary process. Record the vote, the date and who voted, in the minutes. A statement that was adopted by the proper body, on a recorded date, is a stronger document than one that appeared on the website one afternoon.
  5. Date it and keep every version. If you amend it, preserve the old text. The point is to show what the church held before any particular dispute began.

Step 3: write bylaws on membership and discipline

Bylaws are your church's rulebook for its own life. For the purpose of staying out of trouble, three areas deserve care.

Membership. State who may become a member, how a person joins, what a member agrees to, and how membership ends. Many churches require agreement with the statement of faith and a profession of faith. Spell out whether members vote, on what, and by what majority.

Discipline. Many Christian traditions practice church discipline, a process by which a congregation addresses serious, unrepented sin by stages: private conversation, then a small group, then the elders, then the congregation. If your church does this, write down the process, the decision-makers, the stages and the possible outcomes. A written process followed faithfully is far easier to defend, and far kinder to the person involved, than an improvised one.

Governance. State who has authority over what: the pastor, elders, deacons, a board, the congregation. Say who may amend the bylaws and how, who may sign contracts, who controls the property, and what happens to the property if the church dissolves or leaves a denomination. Property clauses are where many of the costliest church fights occur, which is why Jones v. Wolf matters so much.

Then follow the bylaws. A beautifully drafted document that the church ignores is worse than none, because it lets an opponent show that your actual practice departs from your stated rules.

Step 4: write facility-use and wedding policies

Churches host weddings, funerals, community meetings and school groups. When the building is used for something that touches belief, a policy answers the question before an outsider asks it.

A facility-use policy should say, in plain language:

  • Who may use the building. Members only, or members plus others? Under what conditions?
  • What uses are consistent with the church's beliefs. Many churches state that the sanctuary and other facilities are used for purposes consistent with the church's doctrine, and that events must be conducted accordingly.
  • Who decides, and how. Name the officer or board who approves requests.
  • What happens if the rules are not followed. Say whether the church may decline or end an event.

A wedding policy follows the same logic. If your church performs weddings only between persons who meet its doctrinal definition of marriage, only where at least one party is a member, or only after premarital counseling, write it down, adopt it, and apply it to every request, every time. Consistency is the heart of it. A policy applied to some couples and not others invites precisely the dispute you are trying to avoid.

It helps to know the law's general direction. In 303 Creative LLC v. Elenis (2023), the Court held that Colorado could not compel a website designer to create expressive content that conflicted with her beliefs. That decision concerned a commercial designer, not a church, and I would not stretch it. Churches have always been in a stronger position than businesses because the religious-organization context is distinct, and the question of how far public-accommodation laws reach a house of worship is usually answered by the state's own statute, which varies. Check yours, with counsel, and read 'Religious liberty is a license to discriminate,' answered with the law for the broader debate.

Step 5: write ministerial job descriptions

This step is the one many small churches skip, and it is the one with a Supreme Court case attached.

The ministerial exception is a doctrine, grounded in the religion clauses, that bars certain employment lawsuits by employees who perform important religious functions for their religious employer. The Court unanimously recognized it in Hosanna-Tabor Evangelical Lutheran Church and School v. EEOC (2012). In Our Lady of Guadalupe School v. Morrissey-Berru (2020), the Court held, by a vote of seven to two, in an opinion by Justice Alito, that the exception covered two Catholic school teachers who taught secular subjects as well as religion. The Court emphasized what the employee actually does, not just the title. It looked at the school's own descriptions of the teachers' responsibilities, which included instructing students in the faith and guiding them in prayer and worship.

That is the practical lesson. The Court gave weight to the role as the school had defined it. A church that has never put a job description on paper has no such evidence to offer.

For every position that carries religious duties, write a job description that states, accurately:

  1. The religious functions of the role. Leading worship, teaching the faith, preparing students for the sacraments, shaping the spiritual life of the community, whatever is true.
  2. The expectation of faith commitment. If the position requires agreement with the statement of faith, say so.
  3. Who supervises the religious aspects and how the person is evaluated on them.
  4. The title, if any, and the way the church describes the position to the public. The Court said titles are not dispositive, but they are one factor.

Be honest. A description that overstates the religious character of a purely clerical job will not hold up, and the point is to record what the position actually is. The doctrine does not extend to every employee, and I will not pretend it does. A custodian is not a minister. Describe real duties truthfully, and let the law apply as it applies.

Step 6: update the employee handbook

If your church has paid staff, it probably needs a handbook, and the handbook should agree with everything above.

  • State that the church is a religious organization and that its employees serve its religious mission.
  • Cross-reference the statement of faith and the standards of conduct that go with it.
  • Describe the process for addressing conduct that conflicts with the church's teaching, and apply it consistently.
  • Keep the ordinary employer essentials: at-will or contract terms, pay practices, leave, harassment and safety policies. A church is still an employer, and federal and state employment laws still apply in many ways. Title VII of the Civil Rights Act of 1964 contains an exemption allowing religious organizations to prefer members of their own faith in employment, in section 702, but its scope depends on the facts and on state law, and that is a question for your lawyer.
  • Date every handbook and have each employee sign an acknowledgment.

A short, accurate handbook that matches your bylaws is worth more than a long one copied from a corporation. Beware of boilerplate that contradicts your beliefs. A secular template may quietly promise that you will never consider religion in any decision, which would flatly contradict a church's own policy.

Step 7: keep the minutes and follow the paper

Here is where most small churches succeed or fail, because the documents are only as good as the habits behind them.

  1. Hold the meetings the bylaws require, and keep minutes of each, with the date, who attended and what was decided.
  2. Record major decisions such as adopting or amending the statement of faith, calling or dismissing a pastor, buying or selling property, and any discipline matter.
  3. Store documents safely, in a fireproof box or a secure digital archive with a backup, and name two people who know where it is.
  4. Review them every year. Pick a Sunday, perhaps in the fall, and have the board read the statement of faith, bylaws and policies aloud. Note anything out of date.
  5. Apply the rules the same way to everyone. Selective enforcement is the quickest way to turn a good document into a liability.

Step 8: know when to call a religious-liberty lawyer

Documents reduce risk. They do not eliminate it, and no guide can replace a professional who knows your state. Call a lawyer who handles religious organizations when:

  • You are drafting or substantially amending your bylaws, especially the property and governance provisions.
  • A member, employee or outsider has sent a demand letter, filed a complaint with an agency, or threatened to sue. Do not respond on your own.
  • You receive a government notice, subpoena or request for records.
  • You are considering a dismissal, a discipline case or a dispute over who controls the property.
  • You are planning to host an event or take a position likely to generate a legal challenge.
  • You are leaving or joining a denomination, which can raise property questions.

Many national organizations that defend religious liberty offer free or low-cost help to churches, and your denomination may have its own counsel. Look for someone who has handled the ministerial exception and church property cases, not a general practitioner who has never read Hosanna-Tabor. Ask about fees at the beginning. And do it before the letter arrives, because a conversation in calm weather is far cheaper than one in a storm.

Why this is a conservative project

A conservative reader might ask why a church should have to do all this. Shouldn't the First Amendment be enough? It should, and it protects the church's right to govern itself. But rights are not self-executing. The Founders gave us the Constitution and expected us to keep it, which means showing up with proof. A congregation that has put its faith in writing is the best possible reply to a skeptic: it says, we were here, we believed this, and we said so before anyone asked. You can read the religion clauses themselves on the Constitution page, and the long history of church-state cases in The conscience clause Madison wrote for the Bill of Rights and lost and Employment Division v. Smith and the Scalia rule that still splits conservatives.

The case in brief

  1. A court will not decide which doctrine is true, but it will read what a church wrote down, so documents adopted before a dispute carry real weight.
  2. Write a statement of faith, adopt it by recorded vote, and keep every dated version.
  3. Draft bylaws on membership, discipline and governance, and follow them exactly; add facility-use and wedding policies applied consistently to every request.
  4. After Our Lady of Guadalupe School v. Morrissey-Berru (2020), write truthful job descriptions for every role with religious duties, and match the employee handbook to the bylaws.
  5. Keep minutes, review everything yearly, and call a religious-liberty lawyer before, not after, a dispute begins.

What you can do: put one item on your next board agenda, the date on which your statement of faith was adopted, and find the minutes that prove it.

Latest on this topic