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The Rev. Canon Jason D. Lewis Canon for Congregational Vitality

190th Diocesan Convention Workshop

Diocese of Kentucky

Project Resource – Dio of KY 1.0

Starting with Why

Simon Sinek - “Start with Why” - How Great Leaders Inspire Action

The Golden Circle

Starting with Why What makes Apple different than other computer companies? Why do they have a cult following?

Starting with Why

NO: What: We make great computers.

How: By proprietary processes with quality materials and smart programmers, by making user-friendly products.

Why: Want to buy one?

Starting with Why

YES: Why: We believe in challenging the status quo. We believe in thinking differently.

How: The way we challenge the status quo is by making our products beautifully designed, simple to use, and user-friendly.

What: We make great products. Want to buy one?

Starting with Why

YES: Why: We believe giving of oneself financially unlocks a part of our hearts where God can do incredible work, both in us and through us.

How: We collectively change ourselves, our Church, and world by helping people give their money away.

What: Project Resource provides the tools to inspire radical generosity. Join us on the journey of changing a culture of stewardship in The Episcopal Church.

Starting with Why

What is our Why? 1. Use "Why" to think about your church 2. Incorporate "Why" into every donor interaction 3. Tell stories… over and over and over

Starting with Why

Incorporate Why into every donor interaction •  Invitation to Worship •  Invitation to Give •  Invitation to Serve

Starting with Why

Use Why to think about your church •  Values (why we do it) •  Ethos (how we do it) •  Practice (what we do)

People don’t give to your church because you do church. They give because they’ve connected with your mission. NOT your mission statement. Because you’ve communicated the Why of why you exist.

Starting with Why

Why invest the time/energy/resources in stewardship/development in your own diocese/congregation?

Generational Characteristics

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Characteristics

Manual | Day 1 | Page XX

Generational Characteristics

Some quick definitions:

“Generaliza:onsmakesensewhentalkingaboutthousandsofpeople,butnotwhentalkingaboutoneperson---thepersonyouknow.Applyingavalidsta:s:calgenera:onalcharacteris:ctoonepersonisstereotyping.”

HaydnShaw

From Pew Research:

Manual | Day 1 | Page XX

Generational Characteristics

Ecclesiastes 7:10

• NASV:“Donotsay‘WhyisitthattheformerdayswerebeMerthanthese?’foritisnotfromwisdomthatyouask.”

• NRSV:“Donotsay,‘WhyweretheformerdaysbeMerthanthese?’Foritisnotfromwisdomthatyouaskthis.”

Generational Characteristics

Post-Election Emerging Data

• Non-ProfitQuarterly2016:“NewFormofDonorMo:va:on:Rage”• WashingtonPost,Nov.2016“Trump’selec:oninspiredmillionsinnon-profitdona:ons”

Generational Characteristics

Episodic or long-term shift?

Generational Characteristics

The Challenge: Relevance

•  Largeins:tu:onswhichdonotar:culatetheirvaluesfacethechallengeofnotconnec:ngwithdonors’valueswithininashi[ingfundraisinglandscape.

•  Socialjus:ce/advocacygroupsareseeingunprecedentedgiving.• Whatdidyouexperience–giving,payaMen:ontoyourvaluesandissuesofinterestinanewway?

Generational Characteristics

Fundraising is a Ministry

“Fromtheperspec:veofthegospel,fundraisingisnotaresponsetocrisis.Fundraisingisfirst,andforemost,aministry.”

ASpiritualityofFundraisingHenriNouwen

Generational Characteristics

The Greatest Generation Born before 1930

•  DefinedbyGreatDepression,WWII,Patrio:sm•  LoyaltotheChurch,Strongsenseofobedience•  Trustgovernmentandauthority•  O[enmakethe“converted”group

Generational Characteristics

Subset of TGG: The Silent Generation Born between 1930-1945

•  DefinedbyColdWar,risingprosperity,awillingnesstosacrifice•  Valueloyalty,conformity•  Marriedearly.SetuptheChurchasweknowit.•  MESSAGE:Legacy(Youbuiltthis!)•  STRATEGY:Mostareconverted-visitfromauthorityfigure

Generational Giving

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Giving

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Characteristics

The Baby Boomer Generation Born between 1946-1964

•  Definedbyidealismandfreedomof1960’s•  Highestdivorcerateand2ndmarriagesinhistory.•  Rejectestablishmentandrou:nes•  Selfismoreimportantthanthegroup•  Needinforma:ononimpact/howgi[willbeused•  Musthavetransparencyinlightofmistrustofins:tu:ons

Generational Characteristics

The Baby Boomer Generation Born between 1946-1964

•  “TheAmericanDream”waspromisedtothemaschildrenandtheypursueit.

•  MESSAGE:Priori:za:onofCharitableGiving•  STRATEGY:Narra:vebudget,loselanguageofobliga:on,Impacgulstorytelling.HaveACTUALrecipientsofgivingspeak,Appealtotheiridealism.Couldyourparishbewheretheyspendtheir“thirdage?”

Generational Giving

Generational Giving

Generational Giving

Generational Characteristics

How would your invitation to a Greatest Generation/Mature potential donor look different from that of a Baby Boomer?

Generational Characteristics

Generation X Born between 1965-1976

•  DefinedbyIndividualism,Singleparenthouseholds,seekergenera:on,Watergate,EnergyCrisis,DualIncomefamiliesandsingleparents,FirstGenera:onofLatchkeyKids,Y2K,EnergyCrisis,Ac:vism,Corp.Downsizing,EndofColdWar,Mom’swork

•  Coupledlater,entrepreneurial,cynicalofauthority•  Thefirstgenera:onNOTtodoaswellfinanciallyastheirparentsdid.

Generational Characteristics

Generation X Born between 1965-1976

•  Willmoveortransi:onjobs5+:mes•  Wishto“experience”Church,thoughmaynotaMendregularly

Generational Characteristics

Generation X Born between 1965-1976

•  Experience:edtogiving•  MESSAGE:Weareapeople/communitywhocareabouteachother.Putindividualsinfrontofministries.

•  STRATEGY:Yearroundthinkingongiving/don’tjustfocusonthefall,allowthemtoworkindependentlyforyouragencyandontheirownterms.

Generational Giving

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Giving

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Characteristics

Manual | Day 1 | Page 31

How would your invitation to a Generation X potential donor look different from that of a Baby Boomer?

Generational Characteristics

The Millennial Generation Born between 1977/80-2000

•  Definedbybeingchildrenofdivorce,celebratediversity,sociallyconscious,DigitalMedia,childfocusedworld,schoolshoo:ngs,terroristaMacks,AIDS,9/11terroristaMacks.

•  Parentsareadvocatesandfriends•  Givens:DEBT!Andtechnology•  Pewresearchclaimsgivingcharacteris:csaresimilartogreatestgenera:on

Generational Characteristics

The Millennial Generation Born between 1977/80-2000

•  Firstgenera:onofchildrenwithschedules.•  Requirementorships/rela:onshipstoaffirmdecisions•  MESSAGE:Yourgi[isimportantandwillimpactlives.Now,howcanwegettoknowyou?

Generational Characteristics

The Millennial Generation Born between 1977/80-2000

•  83%ownasmartphoneandthemajorityprefermobile-friendlywebsites.

•  59%prefernewsorac:on-orientedwebsiteswithquickinforma:onallinks.

•  49%aremorelikelytogivewhentheyknowhowtheirgi[willmakeanimpact.

•  57%likeemailsthatcontainacalendarofupcomingevents.

Generational Characteristics

The Millennial Generation Born between 1977/80-2000

•  STRATEGY:•  Immediategra:fica:onofgiving,•  onlinecommunitypresence•  onlinestoriesofimpact.•  Usethemforfocusgroups,asktheiropinions.•  Puttheminchargeofusingtechnologiesforappeals-nolongappealleMers•  U:lizetheirnetworks-havethemplaneventsthatinterestthem.

*“MidCenturyModern”iscoolagain.

Generational Giving

Generational Giving

Generational Giving

Generational Characteristics

What’s Next: Generation Z/Boomlets Born after 2001

•  In2006therewerearecordnumberofbirthsintheUSand49%ofthosebornwereHispanic,thiswillchangetheAmericanmel:ngpotintermsofbehaviorandculture.

•  Thenumberofbirthsin2006faroutnumberedthestartofthebabyboomgenera:on,andtheywilleasilybealargergenera:on.

•  Sincetheearly1700’sthemostcommonlastnameintheUSwas‘Smith’----nowitisRodriguez.

Generational Giving

Cross Generational Giving

•  Aretherestrategiesthatwork…withadifferentaudience?

Generational Giving

Common Value: The Good News!

“Whatfinallybroughtmeback,a[eryearsofrunningaway,wasn’tlaMesorskinnyjeans;itwasthesacraments.Bap:sm,confession,Communion,preachingtheWord,anoin:ngthesick—youknow,thosestrangeritualsandtradi:onsChris:anshavebeenprac:cingforthepast2,000years.Thesacramentsarewhatmakethechurchrelevant,nomaMerthecultureorera.Theydon’tneedtoberepackagedorrebranded;theyjustneedtobeprac:ced,offeredandexplainedinthecontextofaloving,authen:candinclusivecommunity.“

RachelHeldEvans

Annual Giving: Planning

Root all Fundraising in the Why

“Whenfundraisingisdoneright,thepersonaskingandthepersongivingcometogethertopar:cipateinanewthingthatGodisdoing.”

ASpiritualityofFundraisingHenriNouwen

Different Types of Giving

Annual •  Funds operations •  Donor gives from cash

flow •  Tied to daily mission &

ministry

Capital •  Funds specific

projects, often related to building

•  Donor gives from assets

•  Tied to future/growth of your mission

Planned •  Funds perpetual

activities •  Donor gives from

estate •  Tied to the

continuation of your mission

Annual Giving: Planning

Annual Giving: Planning

Best Strategy for Giving: Plan Before Fall!

• Planningshouldbedonewithmeasurableobjec:ves.

• Wherepossible,listdatesforcomple:onandnamesofthosewhowillmoveac:onitemsforward.

•  Itisbothplanandarchivedsothatnewplansdonotneedtobere-inventedbynewleadershipyeara[eryear.

What to do… • Choosealeader(TiggernotEeyore)• Buildacaseforsupport(datagathering)• Developatheme(fromthatdata)

• Planacommunica:onsstrategy(makeacalendar)

• PreviewthestrategyinSpring(Spring,people.)• Planingatheringwithacelebra:on

Campaign 101: The Campaign

What to do… 1.  Final“thankyou”ofpreviouscampaign

2.  Inclusionofcongrega:onincasedevelopment

3. Deservingthemoney

4. Metrics

5.  Spiritualdepth6. Kick-off

7.  EightWeeks

8.  Encouragement

9. Gi[acknowledgement

10. Boldendingandask11. Communica:ons

12. Celebra:on13. Thank,review,andplan

Campaign 101: The Campaign

Who will do it… AnnualCampaignChair

• Communica:ons

• CaseDevelopment

Campaign 101: The Campaign

• VestryRecruitment

• Upto5peopleTOTAL

Who will do it… Chair

• HostedConversa:ons

Campaign 101: The Campaign

• Communica:ons

• CaseDevelopment

• VestryRecruitment

When to do it… • Createacalendar

Campaign 101: The Campaign

When to do it… • Createacalendar

Campaign 101: The Campaign

When to do it… • Dosomethingeveryday

Campaign 101: The Campaign

“The[new]systemhasmetwithunrivaledsuccessbecauseofitsflexibility,accommoda:ngitselftothediversifiedwantsofthevariouscongrega:ons.”HowtoPayChurchDebtsandHowtoKeepChurchesOutofDebt-TheRev.SylvanusStall,1881

Change Can Be Good

Annual Giving: Resources

RESOURCES:

•  SampleAnnualGivingCalendar

•  SampleJobDescrip:on

• CaseforSupportDevelopment

• MinistryMoment

• PledgeCardsandOnlineGiving•  SampleAnnualGivingPledgeCard

• Genera:onalGiving