congregationalstewardship.blogs.uua.orgCongregational Stewardship

’)this site. We partner with congregations to help each community transform its unique vision into bold action. Site Menu Home This Blog Wayne Clark Other Authors Beyond Fundraising Search for: SearchThis Blog Is an Archive This blog is no longer active. Instead, go to the UUA.org and Fundraising Resources pages. Thanks for your interest and your good work on behalf of your congregation! Share this: Facebook Email Twitter Print Posted by: Margy Levine Young April 10th, 2013 Fundraising , Generosity ShareSo Why Is Their Budget Drive Always So Successful? – Part II In Part I, we began answering the question of what makes for successful resource campaigns. We disc ussed the following: Stewardship is ministry. The best stewardship campaigns are continuous, yearlong open discussions and references to resourcing our values. Most people do not give to keep the lights on”. They give to actualize their values. Successful congregations celebrate their donors just as they do their volunteers. Leadership sets the example in financial commitments and in working the campaign. It’s The 3 T’s” (time, talent, and treasure), not pick 2 out of 3 T’s.” We contribute in all 3 categories as best we can. Don’t conduct a budget drive like it’s a new requirement every year. Have a plan. Let’s look at some additional criteria for success : The Stewardship Committee organizes and leads the stewardship effort, but they do not do it alone . Once campaign planning begins, Membership, LSG, Social Justice, the Board, and others should be part of the Stewardship Team. The committee cannot and should not do it alone; we all own this. The mechanical guidelines for good campaigns are well known. You likely have copies of Wayne Clark’s Beyond Fundraising – read it and use it – it works. Plan on about 10- 12 key people to run a first rate effort. A good, simple theme and visuals help people connect to stewardship . Relate to and put texture to your Mission and Vision statements. Similarly, well-selected and prepared testimonials are powerful. Use them and capture them for reuse. This is about community. If, at the end, people feel part of something, energized, proud of the results, and the amount needed was raised – it’s a great campaign. If they are frustrated, exhausted, and short funds – we failed the community. Data counts, and so does knowing the congregation . Look at people from several perspectives (what quintile of giving are they in, how long have they been here, how active are they, what moves them, income changes, etc.?). Pair them with the right visiting steward. This helps people connect to the larger purpose of the effort. We need not be shy about asking – this is important to us all, so let’s ask . People often need help framing their contribution, especially new members. Make full use of the Fair Share guide . If people want to know the mean and median contribution from last year and the size of our budget, they should have that information, but at best they match their decisions to the Fair Share guide and do not focus so much on what others do. This is their commitment to make. Two things can be helpful. One, have a commitment Sunday wherein the Visiting Stewards and the Congregation exchanges pledges . It’s very powerful to see those stewards standing up front. Two, recognize that many members on fixed income have limited potential to increase. No one should be overlooked or assumed unable to make an increase, but if they cite fixed income, it’s an ideal time to talk about legacy giving . You should have a Legacy Society to recognize and honor those who have put the congregation in their will or estate plans. Encourage people to set up auto pay , making contributions more predictable, with less processing. Good luck! Share this: Facebook Email Twitter Print Posted by: Bill Clontz August 13th, 2012 Annual Budget Drive , Appreciative Inquiry , Art of Thriving , Capital Campaigns , Endowment , FORTH: A Stewardship Development Program , Fundraising , Generosity , Giving and Receiving , Long-Range Stewardship Planning , Money , Myths , Operational/Organizational Aspects , Resources , Spiritual Giving , Stewardship Education ShareSo Why Is Their Budget Drive Always So Successful? – Part I Ever find yourself asking that question, wondering why your budget drive or capital cam paign is struggling while another congregation’s always seems to do really well? Every congregation and every circumstance are different, of course, but consistently successful campaigns do seem to share a small number of key attributes. By the way, by successful,” I mean a campaign that builds community, reinforces mission, meets its goals, and leaves everyone feeling energized, not exhausted. Let’s look at some of the factors that most often provide a successful campaign: Stewardship is ministry. Ensure the leadership and everyone involved in the program remind us all that. This is the lifeblood for the rest of our ministry. Treat it accordingly. We should also be clear this is not just another charity to consider – this is our spiritual home and where we live out our values individually and as a community. This is the priority among the good causes in our lives. The best stewardship campaigns are not, in fact, campaigns . They are continuous, yearlong open discussions and references to resourcing our values – the campaign is just an exclamation point in that continuing conversation. Ensure this conversation is present and visible all year (including with new members), not just pulled out of the closet for 5 weeks every year. Most people do not give to keep the lights on” or to save a sinking ship . They give to actualize their dreams and values. Stewardship should speak to that; what is it we do programmatically that merits our money (great services, inspiring music, social action in the world, being a just employer, etc.). What difference does my contribution make? What else would we do if we had 5% or 10% more? Give people something real and meaningful to invest in . Successful congregations celebrate their donors just as they do their volunteers . They thank and recognize those who can and do donate, especially Fair Share givers (which avoids celebrating only the large amount donors). Celebrate running successes in numbers contributing, fair share pledges, numbers of households increasing, first time commitments, etc. Leadership sets the example in financial commitments and in working for the campaign. Exceptions should be extraordinarily rare. If the leadership is not committed enough to contribute and to talk to others about doing so, why should anyone else? We remind ourselves that there is a reason we so often cite The 3 Ts;” not pick 2 out of 3 T’s.” As responsible members of this community, we are called to contribute in all 3 categories as best we can. The fact that we may volunteer a lot or provide special talents does not lessen our responsibility to provide financial support as we can. Leaders and visiting stewards need to be prepared to have this conversation with those who may feel otherwise. You may have very few resources to share; that makes the sharing no less valued – quite the opposite. Churches often conduct their budget drive like it’s a new requirement – and a surprise – every year . The leadership should have a general plan for what type of campaign (face to face, cottage meeting, etc.) laid out at least 3 years out, if not 4, should know who the chair and vice chair are 2 years out, and should plan on doing face to face about every other year, certainly no less than every 3 rd year. In Part II of this blog, we will look at more of these keys to success. Share this: Facebook Email Twitter Print Posted by: Bill Clontz August 1st, 2012 Annual Budget Drive , Appreciative Inquiry , Art of Thriving , Capital Campaigns , FORTH: A Stewardship Development...