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Page 1: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Welcome to

Page 2: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry
Page 3: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry
Page 4: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

The point is this: the one who sows sparingly will also reap

sparingly, and the one who sows bountifully will also reap

bountifully. Each of you must give as you have made up your

mind, not reluctantly or under compulsion, for God loves a

cheerful giver. And God is able to provide you with every

blessing in abundance, so that by always having enough of

everything, you may share abundantly in every good work.

Page 5: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry
Page 6: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

LAKE INSTITUTE ON

FAITH & GIVING

Page 7: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

LAKE INSTITUTE ON FAITH & GIVING

FUNDRAISING AS MINISTRYEPISCOPAL DIOCESE OF INDIANAPOLIS

Page 8: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

3 CORE AREAS

1. Research and Scholarship

2. Education and Training

3. Thought Leadership and Public Understanding

@LakeInstitute

Page 9: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

RESEARCH

@LakeInstitute

www.nscep.org

Page 10: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

3 CORE AREAS

1. Research and Scholarship

2. Education and Training

3. Thought Leadership and Public Understanding

@LakeInstitute

Page 11: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Executive Certificate in Religious Fundraising (ECRF) is a four day intensive course with a practical application project that provides the research, tools and customized training to meet the growing needs of leaders in religious communities and fundraisers of faith-based organizations.

Cultivating Generous Congregations (CGC) is a seminar designed for congregational teams that examine key concepts to shape a comprehensive development strategy by exploring significant and necessary steps to creating lasting cultural change within a congregation.

EDUCATION AND TRAINING

@LakeInstitute

Page 12: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

3 CORE AREAS

1. Research and Scholarship

2. Education and Training

3. Thought Leadership and Public Understanding

@LakeInstitute

Page 13: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

MINDSET SHIFT:SCARCITY TO ABUNDANCE

Page 14: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

“Faith and money lie at

the core of all religious

institutions; although

faith can exist without

money, religious

institutions cannot.”

G. W. BowersockMoney and Your Soul, Review of The Ransom of the

Soul

FAITH, MONEY & GIVING

@LakeInstitute

Page 15: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

“It is a spiritual crisis because it

derives from the very soul of the

church. It lies in a fundamental

unwillingness on the part of clergy

to confront the teachings within

their own confessional heritage.”

Robert WuthnowThe Crisis in the Churches

FAITH, MONEY & GIVING

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Page 16: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

MONEY AND THE BIBLE

How we acquire it.

How we regard it.

How we manage it.

How we spend it.

Sacred Texts - A theology of money cannot

be built around a single text. (See Deuteronomy

14:26) What the Bible teaches about money can

be fit into four categories:

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Page 17: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

FUNDRAISING AS MINISTRY

Page 18: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

FUNDRAISING AS MINISTRY

“Asking people for money is

giving them the opportunity to

put their resources at the

disposal of the Kingdom.”

“Sometimes our concern for

the poor may carry with it a

prejudice against the rich.”

Henri Nouwen

@LakeInstitute

Page 19: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

1. What are the words, images and experiences that come to mind when you think of fundraising?

2. What are the words, images and experiences that come to mind when you think of ministry?

3. What transition has to take place in how we think, talk, and understand fundraising for us to consider fundraising as ministry?

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FUNDRAISING AS MINISTRY

Page 20: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Not a response to crisis

A way of announcing vision

An invitation to other people

into our mission

“Fundraising is precisely the opposite of begging. Rather, we are declaring, we have a vision that is amazing and exciting.”

- Henri Nouwen

FUNDRAISING AS MINISTRY

Page 21: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

CONNECT!

LAKE INSTITUTE ON FAITH & GIVING

@LAKEINSTITUTE

CONTACT US: [email protected] ~ 317-278-8998

Page 22: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

LAKE INSTITUTE ON FAITH & GIVING

FUNDRAISING AS MINISTRYEPISCOPAL DIOCESE OF INDIANAPOLIS

Page 23: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

TELLING THE STORY:FUNDRAISER AS INNKEEPER

Page 24: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

“This is what . . . all of

us are doing; we are

performing the duties

of the innkeeper.”St. Augustine

Generosity Begins With Hospitality

FUNDRAISER AS INNKEEPER

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Page 25: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

NURTURING GENEROSITYEmbracing the Task Before Us

Page 26: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

35

“Generosity is the virtue of giving good things to others freely

and abundantly. It is a learned character trait that involves

attitude and action entailing both the inclination and actual

practice of giving liberally. It is not a haphazard behavior but a

basic orientation to life. What generosity gives can vary:

money, possessions, time, attention, aid, encouragement, and

more but it always intends to enhance the true wellbeing of

the receiver. Like all virtues, generosity is in people’s genuine

enlightened self-interest to learn and practice.”

Christian Smith

The Generosity Project

Notre Dame

GENEROSITY NURTURED What is Generosity?

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Page 27: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

36

1. Voluntary Financial Giving

2. Volunteering

3. Relational Generosity (Social Networks, being

relational in engaging with people)

4. Neighborly Generosity (Neighborly expressions of

care: hospitality, friendliness, assistance with chores)

5. Self-Evaluated Generosity (Do you see yourself to

be generous?)

Christian Smith: The Paradox of Generosity

GENEROSITY NURTURED How to Measure Generosity: Five Practices

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Page 28: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

USING THE TOOLSTools and Concepts to Help You Analyze Your Faith Community

Page 29: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Descriptive Prescriptive Diagnostic

What percent of your church’s

income comes from the top 10% of

givers?

What percent of your church’s

income comes from the top 20% of

givers?

Create a demographic profile of a

typical top 10%.

USING THE TOOLS

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Page 30: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

• Evaluation & Analysis

• Endowment Planning

• Capital Needs Planning

• Education & Reflection

• Affirmation of Members' Giving

• Celebration of the Church's Ministry and Mission

• Annual Stewardship Program

• Time and Talent Program

• Planned Giving Program

• Capital Funding Program

• Special Giving Opportunities

• Year-End Giving

• Mission & Vision Statements

• Case Statement

• Celebrating the Story

• Preaching & Teaching

Tell the Story

Ask

Learn & Plan

Keep Momentum

Going

@LakeInstitute

USING THE TOOLS

Page 31: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Pay-the-bills congregations frame

religious giving in mostly unspiritual

terms as necessary to keep the doors

open.

Share-the-vision congregations tend

to connect and integrate money and

spirituality.

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USING THE TOOLS

Page 32: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

Annual Fund

Major Gifts

Capital Campaign

Planned Giving

SOURCECurrent Income

Income & Assets

AssetsEstate

Planning

BENEFITOngoing

Programs &Services

Special Projects, Unrestricted

Capital

Buildings,Equipment,Endowment

EndowmentCapital

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USING THE TOOLS

Page 33: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

LAI Principle

LinkageAbility Interest

Research & Acquisition, Development and Retention

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Page 34: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

LIA Principle

LinkageInvolvementAdvocacy

Research & Acquisition, Development and Retention

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Page 35: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

$80$257

$745

$2,459

$0

$500

$1,000

$1,500

$2,000

$2,500

$3,000

None Infrequent Monthly Frequent

Congregational Giving By Worship Attendance

(PPS 2015, All Donors)

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USING THE TOOLS

Page 36: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

@LakeInstitute

USING THE TOOLS

Page 37: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

PREACHING ON MONEY & GIVING

“Rather than preaching a single sermon in

which the subject of money and giving is

forced or slanted to generate

immediate results….give voice

to all that the Bible has to say

about money and giving.”

Bishop Craig A. SatterleePreaching and Stewardship

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Page 38: Welcome to · •Evaluation & Analysis •Endowment Planning •Capital Needs Planning •Education & Reflection •Affirmation of Members' Giving •Celebration of the Church's Ministry

CONNECT!

LAKE INSTITUTE ON FAITH & GIVING

@LAKEINSTITUTE

CONTACT US: [email protected] ~ 317-278-8998