When we wish to become Buddhists formally, the first step is to go to the Triple Gem - the Buddha, Dharma and Sangha for refuge. It is an expression of one’s faith and determination in walking the Buddha’s path. Since the time of the Buddha, taking this Threefold Refuge has identified a person as a Buddhist.
Why Take Refuge?
If we observe the world carefully, we will notice much pain, suffering and frustration experienced by all. We will look for a way to end these distressing conditions just as a traveller caught in a storm seeks shelter. If he finds shelter in a strong and safe building, he will call out to the others struggling in the storm to join him in his refuge. Similarly, one chooses to become a Buddhist when he understands who the Buddha is and how the Triple Gem can provide him the way to end suffering. Out of Compassion, he also encourages others to take the same refuge.
The Buddha, Dharma and Sangha are called the Triple Gem because they represent qualities excellent and precious like a gem. Once we recognize these unique qualities after careful consideration and are confident that the Triple Gem can lead us towards happiness and Enlightenment, we take refuge in it. Therefore, it is not out of mere faith, but with an open-minded attitude and enquiring spirit that we begin practising the Buddha’s Teaching.
Buddha
The word "Buddha" means the "Fully Enlightened One", or the "Awakened One". It is the title given to those who have attained supreme and perfect Enlightenment. Buddhists acknowledge the Buddha as the embodiment of the highest Morality, deepest Concentration, and perfect Wisdom. The Buddha is also known to His followers as the "Perfected One" because He has eradicated all Craving, Ill Will and Ignorance, having overcome all unwholesome actions, putting an end to all suffering.
The Buddha is the Fully Enlightened One because He has realized the Truth and sees things as they really are. He knows through His perfect Wisdom, what is good and what is not good for everyone. Out of Compassion He shows us the path leading towards True Happiness.
The Buddha’s exemplary Conduct, perfect Wisdom and great Compassion make Him an excellent teacher. Using skillful means, He is able to reach out to all His followers so that they can understand His Teaching.
Dharma
The Buddha taught the Dharma solely out of Compassion for all who suffer in the cycle of birth and death. The Dharma is therefore taught without any selfish motives. It is well taught and completely good, by nature pure and bright like a light that destroys the darkness of ignorance. When the Dharma is studied and practiced, it brings many benefits now and in the future.
The Dharma is the Teaching about the nature of life. This Teaching of the Buddha is contained in the collection of scriptures called the Tripitaka. These consist of the sermons (Sutra Pitaka) taught by the Buddha, the disciplinary rules of the monastic community (Vinaya Pitaka) and the philosophy and psychology of Buddhism (Abhidharma Pitaka).
We get to know about the Dharma by reading the scriptures. We can also learn from the writings and explanations of qualified teachers. Once we have familiarized ourselves with the Dharma through reading and listening, we have to realize its truth for ourselves by putting it into practice. This means purifying our conduct and cultivating Mental Development until the Teaching becomes part of our own experience.
Sangha
The Sangha that a Buddhist takes refuge in is the community of Noble Ones who have led exemplary lives and attained extraordinary insight into the true nature of things. Their lives and achievements show others that it is possible to progress on the path to Enlightenment.
However, the Sangha also generally refers to the fourfold community of monks (bhikkhus), nuns (bhikkunis), men and women lay followers (though "Sangha" is usually used to address monks and nuns who have renounced the lay life to practice and teach the Dharma full time.)
Monks and nuns are respected for their good conduct and experience in meditation. They are also respected for their diligence, mindfulness and calmness. Wise and learned, they are able teachers of the Dharma, like trusted friends who inspire us along the path of Good Conduct.
The lay followers accept the Four Noble Truths and the other teachings of the Buddha and seek happiness and Enlightenment as their common goal in life. They also uphold common moral values. Thus a Buddhist can look to other members of the lay community for help and advice in times of need.
The Journey to Enlightenment
To better understand the idea of taking refuge, imagine a traveller who wants to visit a distant city where he has never been. He will need a guide, a path to follow and even travelling companions on the way. A Buddhist working towards attaining happiness and Enlightenment is like this traveller. The Buddha is his "guide", the Dharma his "path" and the Sangha his "travelling companions."
Benefits of Taking Refuge
Taking the Threefold Refuge is the first step on the path to Enlightenment. Thereafter, through Good Conduct and Mental Development, self-mastery, Wisdom and Compassion is achieved. Even if Enlightenment is not achieved in this life, one who takes refuge in the Triple Gem is more likely to have favourable conditions for attaining Enlightenment in a future life.
Taking Refuge
One expresses intention of taking the Triple Gem as as refuge by repeating the following lines three times:
"I go to the Buddha for refuge.
I go to the Dharma for refuge.
I go to the Sangha for refuge."
These lines can be repeated by one alone before an image of the Buddha or repeated line by line after a monk. A Buddhist may repeat the Threefold Refuge daily to remind himself that he has made a commitment to attain the goal of happiness and Enlightenment through the guidance and inspiration of the Triple Gem.