Beyond Fundraising with Wayne B. Clark

1. Beyond FundraisingwithWayne B. Clark Massachusetts Bay District Bentley College Waltham, Massachusetts Saturday November 1, 2008 9:00 AM – 2:00 PM

2. Contact Information Wayne B. Clark, Ph.D. Director of Congregational Stewardship Services wclark@uua.org 207.829.4550 Robin Nelson Program Manager RNelson@uua.org 617.948.4251

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

4. Accommodations

5. Burning Questions

6. 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.

7. _________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 More New Vocabulary

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

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

10. 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

11. 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?

12. 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?

13. . . . 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?

14. 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

15. Four ABD Techniques • Stewardship conversations • Commitment Sunday • Cottage meetings • Congregational dinner

16. Stewardship Conversations • Recruiting visiting stewards • Orientation workshops • Leadership reception • Fellowship event • Follow-up

17. But what if we don’t reach our goal?

18. 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

19. Five Phases of FORTH • Accepting • Growing and investing • Giving back • Giving generously • Applying recent learnings

20. Five Components of Each Phase • Stewardship education • Joyful giving • Ministry and good works • Annual budget drive • Planned giving

21. Phase 1: AcceptingStewardship Education Develop formal programs and informal opportunities to expand congregation’s understanding of stewardship • Teach ways to accept gifts • Offer a money management workshop • Sunday service: Gracious giving

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. Planned Giving • Enabling resolution • Committee structure • Mission statement • Endowment document • Define endowment fund

30. Small Group Work: What can I bring home that can be introduced to my congregation “tomorrow”?

31. 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

32. Share Small Group Work

33. 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

34. LIKES WISHES * * * * * * * * * * * * * *

35. Contact Information Wayne B. Clark, Ph.D. Director of Congregational Stewardship Services wclark@uua.org Robin Nelson Program Manager RNelson@uua.org 617.948.4251