Optimal Funding Outcomes: Are you REALLY making your case?

Interconnectedness What do we offer givers?

This is the central question around which your case for funding support is crafted, for it is the giver who is central to optimal funding outcomes. We must appeal to the interest of the givers as much as we promote the interests and funding needs of the organization.

Check out the new planning worksheet to help you craft your organization’s compelling case for funding support:  http://wp.me/P1xUUk-29e 

If you would like some advice and facilitation in the crafting of your case, let me know. Giving Speaks Consulting and I are here to help!

Laurel 2012

Laurel signature

 

 

 

 

 

Content Sources:

Association of Fundraising Professionals website: http://www.afpnet.org/

Fundraising Communications 101: Your Case for Support, a Campbell & Company webinar, presented by Andy Brommel and Kate Roosevelt.

Fundraising Events—Money Makers or Energy Drainers?


people on pile of money


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.

 sparks flying

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/

Nurturing Generosity in Children

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The future of society may depend on our ability to make sure our children have the capability for empathy and the inclination toward generosity.

~Patricia O. Bjorhovde

 

 

 

Religious teachings have been highly influential in the development of philanthropic culture and giving practices around the world. Throughout American history, religious philanthropy has prompted social change by addressing the major issues and ills facing society of the times.

Congregations and faith communities fill an important role in today’s society by providing the worship and learning environments to convey the virtues and values of generosity, giving, stewardship and volunteer service. These communities provide a set of religious values and theological teachings to which young learners can link and reflect upon their daily lives. This is part of a our faith formation process as human beings, continuing throughout our lifetimes.

There are three key ways that children learn about generosity and stewardship:

  • Modeled voluntary behavior by a parent or trusted care-giver with the intention to help others. This begins in infancy, through the infant’s experience of caring and sharing which leads to the development of empathy.
  • Cognitive learning opportunities that include thinking, reflection, and discussion on the part of the learner. These stimulate understanding of the cause and effect of giving behavior.
  • Experiential “learning by doing” on the part of the learner—opportunities to engage in giving and serving activities from which they can draw emotional satisfaction and meaning.

How is this done?  Through an intentional educational process that includes:

  • Presenting the concepts and stories that promote understanding of giving, generosity, and stewardship in the life of a community.
  • Identifying the reasons why people choose to give and practicing generosity, and the methods for stewardship and the careful tending of resources.
  • Providing the experiences and opportunities for individual and communal reflection.

Nathan Dungan, former financial advisor, marketing VP, author and creator of the Share, Save, Spend system for personal finance suggests that the marketing message directed at our children is “see money, spend money,” with the emphasis on the micro impact  of satisfying their own needs. They rarely get the macro impact message that balances their spending with saving and sharing in intentional ways:  “the choices we make with our money can change the world.”

There are a variety of helpful materials to help parents and educators create learning experiences and activities that nurture generosity and stewardship in their children and teenage youth. Games and stories, combined with experiential activities to learn these values by doing, are particularly effective teaching tools. The Stewardship Game and links to online resources below offer a starting place for engaging this learning process.

Enjoy! 

 

 

 

Laurel Amabile, CFRE

Giving Speaks

 

 

STEWARDSHIP RESOURCES FOR FAMILIES:

Lodestone Year: Money Unit–Magnetize your Middle School  curriculum by Katie Covey focusing on ways to provide fun and as well as deep teachable moments. The Money Unit focuses on the value of conversations about money as an important part of understanding the control and power of money. With this understanding, commercialism is kept in perspective and money is used as a reflection of one’s values.

Stewardship Game for Unitarian Universalist Children & Youth created by Dr. Bobbie Poole, Credentialed Religious Educator, Master Level (shared with her permission). email:  bobbiepoole@comcast.net

The_Stewardship_Game_Rules    

Stewardship_Game_Board

Stewardship_Game_Cards

Tapestry of Faith the Unitarian Universalist Association’s online curriculum series, particularly the Moral Tales for children and Virtue Ethics for youth.  http://www.uua.org/re/tapestry/children/tales/index.shtml and  http://www.uua.org/re/tapestry/youth/virtueethics/index.shtml

Learning To Give features learning and teaching resources to use for all ages, with focused materials for school educators and religious educators.

Share, Save, Spend founded by Nathan Dungan / The website features articles, tips, and resources for all ages, particularly useful for parents, educators, and organizations.

National Center for Family Philanthropy 

Bjorhovde, Patricia O., Editor.  Creating Tomorrow’s Philanthropists:  Curriculum Development for Youth New Directions for Philanthropic Fundraising, #36, Summer 2002, Jossey-Bass Nonprofit and Public Management Series, Wiley Periodicals, Inc.

Developmental Stages of Generosity