Hi Fellow Buddhists,
I've been meaning to write about this for a while. Apologies for only just getting around to it! Taking refuge is one of the absolute cornerstones of Buddhism, though how many of us are really clear what we're taking refuge in and in what form we're doing it. Often it's just a mechanical thing we do at the beginning of any session. Nevertheless, different Buddhist groups have completely different approaches to the subject. For example, the four-fold refuge of Tibetan Buddhism is quite distinct from, say, the Three Jewels of Theravada Buddhism. As this is my blog, I can only really give my view on it. However, I hope those who agree, disagree or would just like to make comments do so.
I personally either take refuge in the historical Buddha or if I'm up to it directly in the Mind of the Buddha, i.e. the Buddha Nature itself. For me, the life story of the historical Buddha has always been such an inspiration that I always visualise him there sitting under the Bodhi Tree in a fully enlightened state. I think feeling a strong sense of commitment every time you take refuge is very important, both to him and his teachings. Ultimately, though, the truest place of refuge is the Buddha Nature or Dharmakaya, as the Buddha's person is just his outer form. It's the inner mind that we are really interested in. However, I think this is more advanced approach, only really for those with considerable meditation experience.
The Dharma is relatively straightforward I think, i.e. simply the main body of the Buddha's teaching, including the Mahayana. You may have in your mind, though, what you consider to be the most important aspects of his teaching, like karma, compassion, emptiness, etc. But, whatever, taking refuge in the Dharma should remind you that you want to base your life on the Buddha's teachings. Of course, there's some debate about whether certain aspects were actually taught by the Buddha, e.g. the Tantras, but more about that in another post.
The Sangha is another problem area. Who do we include? Of course, traditionally, it is the monastic community. At the time of the Buddha they would have been extremely important because Buddhism was not yet an established religion and anyone interested would have needed the focus of the Sangha. Of course, times have changed since then, and maybe no-one really sees the Sangha as perfect. So I would say visualise only beings who are actually close to Enlightenment, whether that be great teachers living today or great Bodhisattvas from the past, like Avalokiteshvara, etc. That way you can't go wrong. Your own personal teacher, if you have one, could or should be included as an important part of the Sangha. In my opinion, you should definitely not include the regular lay sangha who we meet on a daily basis. They are not a proper place of refuge, as they will have varying degrees of commitment and levels of practice. In fact, my experience with Dharma communities is that there can be as much negativity there as anywhere else in the normal world.
Moving on to the four-fold refuge, I was seriously involved in Tibetan Buddhism for quite a while, and indeed still do many of their practices. However, I had some serious doubts about whether there was maybe too much of an emphasis on the lama or guru. Of course, teachers are extremely important, and we should always have the utmost respect for them. Without them it would be extremely difficult to make progress on their path. Their guidance and wisdom is invaluable. Nevertheless, they are still basically Sangha, as described in the paragraph above, rather than actual Buddhas. However, the Tibetans have elevated their role to one where you actually take refuge in the lama as the number one place of refuge, ahead of the Buddha himself, In fact, on the Tibetan Refuge Tree, the Buddhas are out to the side. This is known as the four-fold refuge. I think that if you adopt this approach you need to be really sure what you are doing and why you are doing it. It's a major decision, with several long term ramifications, so don't just do it because you've been told to.
I hope this has been helpful and has at least maybe got you thinking about Refuge. Please do make comments and contributions.
Happy meditation!