Beyond Fundraising with Wayne B' Clark

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Beyond FundraisingwithWayne B. Clark

• Massachusetts Bay District
• Bentley College
• Waltham, Massachusetts
• Saturday November 1, 2008
• 900 AM 200 PM

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Contact Information

• Wayne B. Clark, Ph.D.
• Director of Congregational Stewardship Services
• wclark_at_uua.org
• 207.829.4550
• Robin Nelson
• Program Manager
• RNelson_at_uua.org
• 617.948.4251

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Workshop Goals

• Appreciative Inquiry and stewardship
• Introduce new vocabulary
• Debunk old myths
• Successful annual budget drives
• New stewardship development program
• Stuff to bring home

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• Accommodations

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• Burning Questions

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Beyond Fundraising

• Fundraising is designed to raise money for an
  annual budget drive or a capital campaign.
• Stewardship is the growing, nurturing, promoting,
  and building of gifts, call, and spiritual
  vocation.
• Good stewardship involves raising money, but
  raising money must be nestled under the umbrella
  of congregational mission.

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More New Vocabulary

• _________NEW____________OLD___________
• Financial commitment / pledge
• Integration / assimilation
• Annual budget drive / annual canvass
• Visiting stewards / canvassers
• Stewardship conversations / home visits
• Orientation workshop / training
• Program spaces / classrooms
• Proportional commitment / equal giving

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Myths

• Low income households
• Baby boomers
• Economic downturn
• Generous givers
• Guilt
• Talk about money

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Why We Give

• Gratitude
• Add meaning to life
• Like to help people
• People we trust
• Belief in mission
• Because someone asks
• Others?

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Appreciative Inquiry

• A faith community is not a problem to be fixed
  but a mystery to be embraced.
• David L. Cooperrider
• While traditional problem solving separates,
  dissects, and pries apart, AI generates affirming
  images that pull people together.
• Wayne B. Clark

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Appreciative Questions

• When you think back to your beginnings with this
  congregation, what first attracted you? What were
  your most positive and powerful first
  impressions?
• 2. What is currently going well in our
  congregation? How can we build upon these
  strengths?

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More Appreciative Questions

• 3. Describe a time when you were proud to be
  part of this congregation. What was the
  highpoint? What did it feel like? What was your
  contribution?
• 4. When you have been involved in an effective,
  inclusive decision-making process in this
  congregation, what have you most valued about
  that process? What have you valued about the way
  people related to one another? How did
  participation improve the decisions?

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. . . And Still More

• 5. Imagine the future. Your congregation respects
  and celebrates diversity. What do meetings look
  like? What does it feel like when you walk
  through the building?
• 6. When have you been a part of this congregation
  when they did something positive for the
  environment? Who was involved? What do you
  appreciate most about these people and their work?

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Components ofSuccessful Annual Budget Drives

• The more personal the better
• Recruit lots of people
• Make a compelling case
• Use program budget process
• Focus on suggested fair share giving guide
• Use testimonials
• Develop an attractive brochure
• Carefully implement follow-up

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Four ABD Techniques

• Stewardship conversations
• Commitment Sunday
• Cottage meetings
• Congregational dinner

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Stewardship Conversations

• Recruiting visiting stewards
• Orientation workshops
• Leadership reception
• Fellowship event
• Follow-up

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• But what if we dont reach our goal?

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FORTH

• To emphasize connection between spiritual
  stewardship and congregational mission
• To provide resources for current programs and
  ministries
• To deepen commitment to future programs and
  ministries

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Five Phases of FORTH

• Accepting
• Growing and investing
• Giving back
• Giving generously
• Applying recent learnings

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Five Components of Each Phase

• Stewardship education
• Joyful giving
• Ministry and good works
• Annual budget drive
• Planned giving

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Phase 1 AcceptingStewardship Education

• Develop formal programs and informal
  opportunities to expand congregations
  understanding of stewardship
• Teach ways to accept gifts
• Offer a money management workshop
• Sunday service Gracious giving

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Phase 1 AcceptingJoyful Giving

• Create a plan to grow the giving of gifts, call,
  and spiritual vocation
• Curriculum to teach stewardship of self, family,
  community, and congregation
• Focus on protecting existing resources and
  nurturing growth
• www.uua.org/re/curriculum/stewardguide

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Phase 1 AcceptingMinistry and Good Works

• Teach an Appreciative Inquiry approach to
  spreading the good news
• Create a Sunday order of service series of
  inserts
• Highlight current programs and ministries
• Acknowledge all annual budget drive volunteers
• Celebrate completion of the budget drive

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Phase 1 AcceptingAnnual Budget Drive

• Conduct orientation workshops for visiting
  stewards
• Schedule as many stewardship conversations as
  possible
• Supplement (and follow-up) with phone calls,
  e-mails, and letters
• Conduct a closeout meeting with annual budget
  drive leaders

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Phase 2 Growing and Investing (p 59)Annual
Budget Drive

• Conduct orientation workshops for all new
  visiting stewards and phone callers
• Schedule condensed workshops for returning
  visiting stewards
• Conduct as many stewardship conversations as
  possible
• Refine the process by applying experiences from
  Phase 1
• Conduct a close-out meeting

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Phase 3 Giving Back (p 61)Annual Budget Drive

• Conduct orientation workshops for new visiting
  stewards
• Conduct condensed workshops for returning
  visiting stewards
• Further refine approach to stewardship
  conversations
• Telephone calls and e-mail for others
• Clean-up donor and alumni data banks
• Conduct a close-out meeting

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Phase 4 Giving Generously (p 63) Annual Budget
Drive

• Conduct a Commitment Sunday
• Have stewardship conversations with all
  leadership donors
• Orientation workshops
• Phone calls and e-mail for all others
• Clean-up donor and alumni data bank
• Conduct a close-out meeting

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Phase 5 Applying Recent Learnings (p 67) Annual
Budget Drive

• Conduct cottage meetings
• Have stewardship conversations with all
  leadership donors
• Orientation workshops
• Phone calls and e-mail for those not attending a
  cottage meeting
• Clean-up donor and alumni data banks
• Hold a close out meeting

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Planned Giving

• Enabling resolution
• Committee structure
• Mission statement
• Endowment document
• Define endowment fund

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

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Learning Journal

• What did I learn?
• How can I apply it back home?
• How will my congregation benefit?
• Adapted from Barbara Wilson, Acorn Learning and
  Development

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• Share Small Group Work

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Review Workshop Goals

• Appreciative Inquiry and stewardship
• Introduce new vocabulary
• Debunk old myths
• Successful annual budget drives
• New stewardship development program
• Stuff to bring home

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LIKES WISHES

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Contact Information

• Wayne B. Clark, Ph.D.
• Director of Congregational Stewardship Services
• wclark_at_uua.org
• Robin Nelson
• Program Manager
• RNelson_at_uua.org
• 617.948.4251