Climate Change–Fundraising in Faith Communities

Posted on September 19, 2014 by Giving Speaks

Increasingly, the effects of environmental climate change are felt in North America and around the world. The intensity of storms, drought, and temperature are having a greater impact on our daily lives and crisis planning is no longer an afterthought in regions hardest hit.

Similarly, there has been steady climate change in many denominations and faith-based organizations in North America, particularly with regard to giving and fundraising. According to the Giving USA 2013 report released in June, overall giving to religion was down last year by nearly two percent (-1.9%) after a modest post-recession increase in 2012. This does not bode well, since overall charitable giving has rebounded by another three percent (3% adjusted for inflation) to pre-recession levels, with healthy increases in several categories.

Faith Community leaders–this notable drop in giving to religion should be a matter of great interest and concern to you.

For decades, religion received the largest share of charitable giving in the United States, and still does, but to a shrinking degree. This correlates with the decline in membership and attendance in Mainline Christian Churches. However, many faith communities report that donors are increasing the amount of their monetary gifts. There are simply fewer donors in their flocks.

Here is what we know about the other climatic changes affecting fundraising and things faith communities can do about them:

Baby Boomers have hit middle age. They are not as active in faith communities as their parents had been, tend to view institutions and authority with suspicion. However, they generously invest their volunteer energy and charitable dollars in social justice causes and community organizations that improve people’s lives and circumstances.

Studies indicate the more people are actively engaged in meaningful ways, the more they give to those organizations. Find ways to connect with this generation’s interests by encouraging voluntarism, community-building, high quality worship and programs. This means clarifying a compelling vision that has appeal for seekers as well as the faithful. It is essential to ensure top notch membership practices and faith development programs are in place.

Young adults have eclectic religious and spiritual interests, many referring to themselves as “spiritual, but not religious” and choosing to remain unaffiliated with religious institutions. They like the freedom to explore a variety of belief
systems and spiritual practices and they steer away from intolerant attitudes and oppressive dogma. As a group, young adults think globally, supporting international causes that make a tangible difference in people’s lives. They are actively engaged in social networking and prefer using internet technology when making their gifts.

This represents our biggest opportunity for growth and giving in faith communities. Faith communities could grow and prosper if they offered what generational surveys and research tell us people are seeking and will invest their time and resources to actively support. It is important to remember that relationships are central to effective fundraising and stewardship, so always take time to get to know people and what is important to them as individuals and families.

Wealth is moving from generation to generation—BIG TIME. This represents over $40 Trillion passing to Baby Boomers from their parents. This makes planned giving opportunities much more timely and relevant to aging Baby Boomers.

There is no time to lose for congregations and faith-based organizations to establish and market planned giving programs! To begin with, you should have clear and comprehensive gift acceptance policies in place, as well as trusted financial advisors and legal counsel to assist you in the proper handling of gifts. Most denominations and community foundations have cost-saving planned giving services and information to help organizations and donors understand their options.

Today’s donors expect financial accountability, clear and accurate reporting for how their donations are used, and appropriate recognition of their gifts. There are myriad books, online resources, consultation and training available for current best practices. (Some great resources are listed below.) Get your eyes and hands on them and use them!

There is no lack of information about best practices in fundraising and no excuse for ignorance in this realm of faith community finance. Ask for help or consultation from a qualified professional if you don’t know where to begin.

We can learn new ways to adapt to the forces of change. We can equip ourselves to be better prepared for fundraising challenges by adopting current best practices before they arise.

Laurel Amabile, CFRE | Giving Speaks Consulting

Recommended resources:

Developing Fundraising Policies and Procedures. Barbara L. Ciconte, CFRE. Association of Fundraising Professionals. http://www.afpnet.org

Giving USA Reports. http://www.givingusareports.org/

Religion Among the Millennials. Pew Research Center. 2010. http://www.pewforum.org

Leave a Legacy. A toolkit compiled by Marion V. Grimes & Susan T. Siwiec, APR. Sponsored by The Western New York Planned Giving Consortium, Inc. http://tinyurl.com/lrsj9ku

Planned Giving for Small Nonprofits. Ronald R. Jordan & Katelyn L. Quynn. 2002. John Wiley & Sons, Inc.

Planned Giving Resources for Unitarian Universalist congregations can be found at the Unitarian Universalist Association: http://uua.org/giving/planned/index.shtml and UU Umbrella Giving opportunities: http://uua.org/giving/47673.shtml

Fundraising Events—Money Makers or Energy Drainers?

Posted on July 17, 2013 by Giving Speaks

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.”

For 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.

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/

Social Networking and Online Giving

Posted on June 18, 2013 by Giving Speaks

Welcome to the social revolution. The world is catapulting towards more connectedness, more interactivity and more community. Change is occurring at exponential speeds we can barely keep pace with. Life it or not, “social”–the instant sharing of content using online technologies— is the new norm, and social media and social technology are the platforms and tools we must embrace if we are to thrive in this new reality.

~Wealth Engine white paper 2012*

Our social networks are expansive, growing wider in scope and density with each click of the mouse and touch of the keyboard. Most people visit an organization’s website before they ever enter the door or attend an event or meeting. Increasingly, donors are comfortable giving online and expect to have that option available for their charitable giving.

Social networks are a dynamic means of communication and being virtually connected with people around the world. Popular social networks and media include: Facebook,Twitter, blogs and microblogs, content curation, geolocation, online communities, and media sharing.

Technological developments are happening quickly, and nonprofit, religious and charitable organizations must be alert to the new trends if they want to be perceived as current and relevant. For example, it is more important than ever for organizations to invest in making their website content adaptable for mobile technology.

Many nonprofit, religious, and charitable organizations have joined the movement, finding the new social media options easy and inexpensive to set up and use for communicating with their existing and prospective constituents. Most social media offer tools for measuring Myriad opportunities and benefits are present for organization actively using social media for networking:

As good as social networking sounds, it is vital that the organization begin at a manageable level for the staff or volunteers involved.

The development of the networks can be tracked with the specialized features that measure and track activity.

Communicating and networking via social media takes time, forethought, and planning for the organization to maximize the benefits. It is worthwhile for leaders to discuss the use of social media, seeking input from other staff, volunteers, and constituents. There must be commitment on the part of organizational leaders. Policies for engaging and training staff to effectively use social media to advance the organization and advance its mission in the world.

Social networking offers an expansive and exciting landscape of opportunity. Most professional fundraisers report using Facebook, Linked In, Twitter, and other social networking venues to learn more about donors and their charitable and political giving patterns. Online surveys provide a means for interacting and inviting valuable feedback. Tracking social networking sites enables organizations to observe behaviors and trends in new and different ways.

Crowd-sourcing and Cause-related Marketing are becoming increasingly popular and are a creative means of promoting individual causes and advancing the missions of organizations. Millions of dollars are raised each year through social media and online giving, whether it be through project funding, online contests, or auctions.

The possibilities are seemingly endless!

Online Fundraising Venues:

Bidding for Good is an online auction site for charitable organizations.

Faithify is a crowdfunding site where passionate people follow, share and fund Unitarian Universalist ministries. This is a fabulous opportunity for UUs to support and enlist support for great projects that extend our principles and values in the world.

Crowdrise is about giving back, raising lots of money for great causes and having the most fun in the world while doing–Crowrise is the world’s #1 fundraising site for medical bills, volunteer trips, and over 1.5. million charities and causes.

HopeMob‘s vision is to “become the largest, most active, effective, innovative community of generosity in the world.”

Network for Good envisions a “world where generosity is unleashed, with compelling opportunities to give back at every person’s fingertips.” The site offers organizations and individuals opportunities to give to charitable causes from its website and a wide array of partner sites.

Research and Information about Online Giving:

About.com. Cause-Related Marketing: What You Need to Know

Charity Navigator. Top 10 Best Practices of Savvy Donors

Mansfield, Heather. Mobile for Good (A How-to Fundraising Guide for Nonprofits). 2014. McGraw-Hill Education. Nonprofit Tech for Good

*Wealth Engine. Trends in Fundraising for Nonprofit Organizations white paper. 2012. Fundraising’s Social Revolution: How Social Media is Changing Nonprofit Culture and Practice.