beyond fundraising with wayne b. clark

Beyond FundraisingBeyond Fundraisingwithwith

Wayne B. ClarkWayne B. Clark

Massachusetts Bay DistrictMassachusetts Bay DistrictBentley CollegeBentley College

Waltham, MassachusettsWaltham, MassachusettsSaturday November 1, 2008Saturday November 1, 2008

9:00 AM – 2:00 PM9:00 AM – 2:00 PM

Contact InformationContact Information

Wayne B. Clark, Ph.D.Wayne B. Clark, Ph.D.

Director of Congregational Stewardship ServicesDirector of Congregational Stewardship Services

[email protected]@uua.org

207.829.4550207.829.4550

Robin NelsonRobin Nelson

Program ManagerProgram Manager


617.948.4251617.948.4251

Workshop GoalsWorkshop Goals

1.1. Appreciative Inquiry and stewardshipAppreciative Inquiry and stewardship

2.2. Introduce new vocabularyIntroduce new vocabulary

3.3. Debunk old mythsDebunk old myths

4.4. Successful annual budget drivesSuccessful annual budget drives

5.5. New stewardship development programNew stewardship development program

6.6. Stuff to bring homeStuff to bring home

AccommodationsAccommodations

Burning QuestionsBurning Questions

Beyond FundraisingBeyond Fundraising

Fundraising is designed to raise money for Fundraising is designed to raise money for an annual budget drive or a capital an annual budget drive or a capital campaign.campaign.

Stewardship is the growing, nurturing, Stewardship is the growing, nurturing, promoting, and building of gifts, call, and promoting, and building of gifts, call, and spiritual vocation.spiritual vocation.

Good stewardship involves raising money, Good stewardship involves raising money, but raising money must be nestled under but raising money must be nestled under the umbrella of congregational mission.the umbrella of congregational mission.

More New VocabularyMore New Vocabulary

_________NEW____________OLD____________________NEW____________OLD___________ Financial commitment / Financial commitment / pledgepledge Integration / Integration / assimilationassimilation Annual budget drive / Annual budget drive / annual canvassannual canvass Visiting stewards / Visiting stewards / canvasserscanvassers Stewardship conversations / Stewardship conversations / home visitshome visits Orientation workshop / Orientation workshop / trainingtraining Program spaces / Program spaces / classroomsclassrooms Proportional commitment / Proportional commitment / equal givingequal giving

MythsMyths

Low income householdsLow income households Baby boomersBaby boomers Economic downturnEconomic downturn Generous giversGenerous givers GuiltGuilt Talk about moneyTalk about money

Why We GiveWhy We Give

GratitudeGratitude Add meaning to lifeAdd meaning to life Like to help peopleLike to help people People we trustPeople we trust Belief in missionBelief in mission Because someone asksBecause someone asks Others?Others?

Appreciative InquiryAppreciative Inquiry

““A faith community is not a problem to be A faith community is not a problem to be fixed but a mystery to be embraced.”fixed but a mystery to be embraced.”

David L. CooperriderDavid L. Cooperrider

““While traditional problem solving While traditional problem solving separates, dissects, and pries apart, AI separates, dissects, and pries apart, AI generates affirming images that pull generates affirming images that pull people together.”people together.”

Wayne B. ClarkWayne B. Clark

Appreciative QuestionsAppreciative Questions

1.1. When you think back to your beginnings with When you think back to your beginnings with this congregation, what first attracted you? this congregation, what first attracted you? What were your most positive and powerful first What were your most positive and powerful first impressions? impressions?

2.2. What is currently going well in our What is currently going well in our congregation? How can we build upon these congregation? How can we build upon these strengths?strengths?

More Appreciative QuestionsMore Appreciative Questions

3.3. Describe a time when you were proud to be part Describe a time when you were proud to be part of this congregation. What was the highpoint? of this congregation. What was the highpoint? What did it feel like? What was your What did it feel like? What was your contribution?contribution?

4. 4. When you have been involved in an effective, When you have been involved in an effective, inclusive decision-making process in this inclusive decision-making process in this congregation, what have you most valued congregation, what have you most valued about that process? What have you valued about that process? What have you valued about the way people related to one another? about the way people related to one another? How did participation improve the decisions?How did participation improve the decisions?

. . . And Still More. . . And Still More

5. Imagine the future. Your congregation respects 5. Imagine the future. Your congregation respects and celebrates diversity. What do meetings look and celebrates diversity. What do meetings look like? What does it feel like when you walk through like? What does it feel like when you walk through the building?the building?

6. When have you been a part of this congregation 6. When have you been a part of this congregation when they did something positive for the when they did something positive for the environment? Who was involved? What do you environment? Who was involved? What do you appreciate most about these people and their appreciate most about these people and their work?work?

Components ofComponents ofSuccessful Annual Budget DrivesSuccessful Annual Budget Drives

The more personal the betterThe more personal the better Recruit lots of peopleRecruit lots of people Make a compelling caseMake a compelling case Use program budget processUse program budget process Focus on suggested fair share giving guideFocus on suggested fair share giving guide Use testimonialsUse testimonials Develop an attractive brochureDevelop an attractive brochure Carefully implement follow-upCarefully implement follow-up

Four ABD TechniquesFour ABD Techniques

1.1. Stewardship conversationsStewardship conversations

2.2. Commitment SundayCommitment Sunday

3.3. Cottage meetingsCottage meetings

4.4. Congregational dinnerCongregational dinner

Stewardship ConversationsStewardship Conversations

1.1. Recruiting visiting stewardsRecruiting visiting stewards

2.2. Orientation workshopsOrientation workshops

3.3. Leadership receptionLeadership reception

4.4. Fellowship eventFellowship event

5.5. Follow-upFollow-up

But what if we don’t reach our goal?But what if we don’t reach our goal?

FORTHFORTH

To emphasize connection between spiritual To emphasize connection between spiritual stewardship and congregational missionstewardship and congregational mission

To provide resources for current programs and To provide resources for current programs and ministriesministries

To deepen commitment to future programs and To deepen commitment to future programs and ministriesministries

Five Phases of FORTHFive Phases of FORTH

1.1. AcceptingAccepting

2.2. Growing and investingGrowing and investing

3.3. Giving backGiving back

4.4. Giving generouslyGiving generously

5.5. Applying recent learningsApplying recent learnings

Five Components of Each PhaseFive Components of Each Phase

1.1. Stewardship educationStewardship education

2.2. Joyful givingJoyful giving

3.3. Ministry and good worksMinistry and good works

4.4. Annual budget driveAnnual budget drive

5.5. Planned givingPlanned giving

Phase 1: AcceptingPhase 1: AcceptingStewardship EducationStewardship Education

Develop formal programs and informal Develop formal programs and informal opportunities to expand congregation’s opportunities to expand congregation’s understanding of stewardshipunderstanding of stewardship

Teach ways to accept giftsTeach ways to accept gifts Offer a money management workshopOffer a money management workshop Sunday service: Gracious givingSunday service: Gracious giving

Phase 1: AcceptingPhase 1: AcceptingJoyful GivingJoyful Giving

Create a plan to grow the giving of gifts, call, Create a plan to grow the giving of gifts, call, and spiritual vocationand spiritual vocation

Curriculum to teach stewardship of self, Curriculum to teach stewardship of self, family, community, and congregationfamily, community, and congregation

Focus on protecting existing resources and Focus on protecting existing resources and nurturing growthnurturing growth

www.uua.org/re/curriculum/stewardguidewww.uua.org/re/curriculum/stewardguide

Phase 1: AcceptingPhase 1: AcceptingMinistry and Good WorksMinistry and Good Works

Teach an Appreciative Inquiry approach to Teach an Appreciative Inquiry approach to spreading the good newsspreading the good news

Create a Sunday order of service series of Create a Sunday order of service series of insertsinserts

Highlight current programs and ministriesHighlight current programs and ministries Acknowledge all annual budget drive volunteersAcknowledge all annual budget drive volunteers Celebrate completion of the budget driveCelebrate completion of the budget drive

Phase 1: AcceptingPhase 1: AcceptingAnnual Budget DriveAnnual Budget Drive

Conduct orientation workshops for visiting Conduct orientation workshops for visiting stewardsstewards

Schedule as many stewardship conversations as Schedule as many stewardship conversations as possiblepossible

Supplement (and follow-up) with phone calls, e-Supplement (and follow-up) with phone calls, e-mails, and lettersmails, and letters

Conduct a closeout meeting with annual budget Conduct a closeout meeting with annual budget drive leadersdrive leaders

Phase 2: Growing and InvestingPhase 2: Growing and Investing (p 59)(p 59)

Annual Budget DriveAnnual Budget Drive

Conduct orientation workshops for all new Conduct orientation workshops for all new visiting stewards and phone callersvisiting stewards and phone callers

Schedule condensed workshops for returning Schedule condensed workshops for returning visiting stewardsvisiting stewards

Conduct as many stewardship conversations as Conduct as many stewardship conversations as possiblepossible

Refine the process by applying experiences Refine the process by applying experiences from Phase 1from Phase 1

Conduct a close-out meetingConduct a close-out meeting

Phase 3: Giving Back Phase 3: Giving Back (p 61)(p 61)


Conduct orientation workshops for new Conduct orientation workshops for new visiting stewardsvisiting stewards

Conduct condensed workshops for Conduct condensed workshops for returning visiting stewardsreturning visiting stewards

Further refine approach to stewardship Further refine approach to stewardship conversationsconversations

Telephone calls and e-mail for othersTelephone calls and e-mail for others Clean-up donor and alumni data banksClean-up donor and alumni data banks Conduct a close-out meetingConduct a close-out meeting

Phase 4: Giving Generously Phase 4: Giving Generously (p 63)(p 63)


Conduct a Commitment SundayConduct a Commitment Sunday Have stewardship conversations with all Have stewardship conversations with all

leadership donorsleadership donors Orientation workshopsOrientation workshops Phone calls and e-mail for all othersPhone calls and e-mail for all others Clean-up donor and alumni data bankClean-up donor and alumni data bank Conduct a close-out meetingConduct a close-out meeting

Phase 5: Applying Recent Learnings Phase 5: Applying Recent Learnings (p 67) (p 67)


Conduct cottage meetingsConduct cottage meetings Have stewardship conversations with all Have stewardship conversations with all

leadership donorsleadership donors Orientation workshopsOrientation workshops Phone calls and e-mail for those not attending a Phone calls and e-mail for those not attending a

cottage meetingcottage meeting Clean-up donor and alumni data banksClean-up donor and alumni data banks Hold a close out meetingHold a close out meeting

Planned GivingPlanned Giving

1.1. Enabling resolutionEnabling resolution

2.2. Committee structureCommittee structure

3.3. Mission statementMission statement

4.4. Endowment documentEndowment document

5.5. Define endowment fundDefine endowment fund

Small Group Work: What can I bring Small Group Work: What can I bring home that can be introduced to my home that can be introduced to my congregation “tomorrow”?congregation “tomorrow”?

Learning JournalLearning Journal

What did I learn?What did I learn?

How can I apply it back home?How can I apply it back home?

How will my congregation benefit?How will my congregation benefit?

Adapted from Barbara Wilson, Acorn Learning and DevelopmentAdapted from Barbara Wilson, Acorn Learning and Development

Share Small Group WorkShare Small Group Work

Review Workshop GoalsReview Workshop Goals

1.1. Appreciative Inquiry and stewardshipAppreciative Inquiry and stewardship

2.2. Introduce new vocabularyIntroduce new vocabulary

3.3. Debunk old mythsDebunk old myths

4.4. Successful annual budget drivesSuccessful annual budget drives

5.5. New stewardship development programNew stewardship development program

6.6. Stuff to bring homeStuff to bring home

LIKESLIKES WISHESWISHES

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Contact InformationContact Information

Wayne B. Clark, Ph.D.Wayne B. Clark, Ph.D.

Director of Congregational Stewardship ServicesDirector of Congregational Stewardship Services


Robin NelsonRobin Nelson

Program ManagerProgram Manager


617.948.4251617.948.4251

beyond fundraising with wayne b. clark

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