Stewardship Leaders—A Valentine for You!

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Dear Ones Who Raise and Steward the Funds~

We may not tell you every day how much we appreciate all that you do to raise (and give!) the money to sustain us. We realize that much of what you do is for our success and benefit, but it often goes unnoticed with everything else going on around our faith community.

We know that you put your heart into your effort, because you love this congregation–what we believe in and value and stand for in this world. And, you have formed meaningful relationships with the givers among us—those who choose to generously support our ministries and programs.

On this occasion of Valentine’s Day, we take the time to express our admiration and affection to you, for you enable our congregation to make a difference. We can remember that the very origin of the word Valentine means strong and healthy. This is what you do for us: keep our community strong and healthy.

Your efforts are worthy and we thank you!

To express our love and gratitude on this occasion of Valentine’s Day, we pledge our generous financial support and partnership in the venture and responsibility of stewardship.

With grateful hearts,    

                Your Congregation

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There’s No Better Time for Good Stewardship

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There are times in the life a congregation when giving and cash flow takes a dip. When this happens, leaders get alarmed, panic sets in, and the wringing of hands and gnashing of teeth begins. The temptation is to take quick action to alert the congregants about “the budget crisis” and urge everyone to give more money immediately to mitigate the distressing circumstances. If that doesn’t work, the budget slashing begins. The leaders’ impulse, of course, springs from their dedication to the congregation and a strong sense of duty to maintain its financial health and well-being.

I have observed this pattern many times….

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Resist those reactive impulses. Slow down. Gather more information about the circumstances affecting the congregation’s bottom line. Take a more strategic and thoughtful approach.

In his latest book, The Church Money Manual, church consultant and author of several excellent books on stewardship, J. Clif Christopher provides guidance to clergy and lay leaders, based on years of experience and insight.

Here are the highlights of Christopher’s wise advice:

  • Gather membership, attendance and giving data from several years back to the present so that you have a better view of the facts.
  • Notice any fluctuations in the giving patterns, exploring any circumstances that may explain the rises or dips. Were there fewer Sundays this year in September than last year?  Did storms force a closing or lower attendance last winter? Were there special events two years ago that drew more families?
  • Attend to relationships, noticing if you have not been seeing some of your loyal attendees or highest contributing members. Rather than speculate on the reasons why, make contact with these folks and find out what is going on for them.  Are there hurt feelings, misunderstandings, or pastoral needs? Ask for their honest feedback, and listen with care.
  • Clarify the congregation’s mission, purposes, and priorities. People give to an inspiring mission and vision for the future, so convey it in visible and engaging ways.
  • Once your leadership team has compiled and assessed your findings, formulate a stewardship strategy for communicating with the congregation and individual donors using time-proven approaches outlined in all of Christopher’s and most fundraising books.

Seek always to align your congregation’s mission, message, and relationships–and the resources will flow!

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Fundraising Events—Money Makers or Energy Drainers?


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Do you look forward to your annual fundraising events, or are you exhausted by the thought of them?
 

Are your event volunteer sign up sheets full of names or blank spaces?

Is your budget so dependent on your fundraising events that if you don’t make the goal you must make serious cuts in expenditures?

Most congregations and charitable organizations conduct at least one major fundraising event annually. A good many hold six or more events every year, sometimes running two or more concurrently. Often these events have been happening for several decades and are considered an essential part of the organization’s funding, no matter what and no matter how much money is raised.

“It’s just what we always do. We depend on this event to make our budget.”

hands out for moneyFor example, when I am visiting a congregation, it is not unusual for me to hear announcements during the service for the youth group’s fundraising luncheon that afternoon, urgent pleas for donations of goods and services to the auction next week, and requests for support of the local soup kitchen. This may be followed by the offering which will be shared with a worthy cause and a dismal update on the annual pledge campaign. After the service, I go to the fellowship hour, where there is a basket out for contributing to defray the costs of coffee, a table for selling tee shirts or fair trade products, and bulletin boards with posters and appeals for all of the above. These may all be worthy requests for support, but a fundraising culture this diffuse can lead to serious “donor fatigue” on the part of the congregants. The people lose a clear sense of the mission and are overwhelmed with the barrage of requests. No wonder many congregations struggle with stewardship and finding energized people to run their annual stewardship campaigns and pledge drives.

What if fundraising events were focused on mission, the needs of the wider community, and for social justice?

How might your congregation could transform the culture of giving and fundraising activities? Consider the following suggestions…

  • A master fundraising plan will be developed annually by the Stewardship Team and key staff leaders and approved by the governing board. All funds raised must be handled and accounted for in accordance with the policies established by the board.
  • Each fundraising activity or event will clearly reflects the mission, vision, goals/ends of the organization—or it won’t happen.
  • A timeline is created with the activities and events intentionally spread out over the course of the year, allowing ample time for advanced planning and publicity (and recovery time).
  • Each fundraising event is planned and conducted by a competent team of volunteers who work in collaboration with the appropriate staff, board, and committees. Avoid volunteer burnout by grooming leaders to take the reins after two or three years.
  • A significant portion—if not all—of the funds raised will be used for the ministries and outreach activities of the congregation that will directly benefit the surrounding community and society at large.
  • Careful record-keeping should be expected, with timely reports to the financial leaders and administrative staff. All funds should be accounted for and processed through the congregation’s established systems.
  • Every fundraising activity will be thoroughly evaluated for its qualitative benefits (strengthening relationships, community-building, awareness-raising) and return on the investment of staff/volunteer time, supply and equipment cost, and amount of money raised. If the benefits and dollar amounts do not produce a significant offset to the investments, consider modifying or eliminating it in the future.
  • Spread the affirmations around as much as the work. Thank everyone involved in the event’s success and share the story of making a difference.
  • Have fun along the way! Fundraising activities are enjoyable and meaningful at their best.

Let’s use this forum as a way to share your most successful fundraising event experiences and ideas for transforming the fundraising culture in our congregations. You are invited to share your stories as comments here on Giving Speaks, or via email to givingspeaks@gmail.com.

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Related Resources:

Renee Herrell’s Blog. Caution: Men in Heels. Oct. 2009. This post features a fun and creative fundraising event and the pros and cons of charitable events for fundraisers to consider.  http://reneeherrell.wordpress.com/2009/10/23/hello-world/