session #4 new approaches and ways to fund ministry south central district pastor teacher family...
TRANSCRIPT
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THE RESOURCES OF THE HARVESTER
Session #4
New Approaches and Ways to Fund Ministry
South Central District Pastor Teacher Family Conference 2010
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FUNDING MINISTRY
WHAT ARE WE FUNDING? People Programs Staffing Facilities
OVERVIEW OF THIS SESSION Three-Year Appeals Endowments Grant Writing
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“Over and above” gifts from accumulated assets
THREE YEAR APPEALS
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WHAT IS A THREE YEAR APPEAL?
It is: A stewardship appeal for “over and above”
gifts Centered on mission/vision of congregation Introduced and implemented over 3 -6
months Invites 36-months (3 years) of planned
periodic giving (one-time cash gifts accepted but not encouraged)
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TYPICAL REASONS
Brick and mortar Remodeling, repairs and
upgrades Debt Projects/Programs Personnel
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WHAT DOES A TYPICAL APPEAL INVOLVE?
Organize and orient Recruit and train Build awareness Unite in prayer Worship and Bible study Commit Collect and celebrate 156 weeks of
sustained giving
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KEY CONCEPTS
Stewardship Bible studies, sermons and prayer
Wide-scale lay involvement in the process Focus on accumulated assets Presentations of materials to small groups Offer an opportunity for joyful generous giving
– “Pray and consider” [no compulsion] Use of formal commitment cards Equal sacrifice, not equal gifts (e.g. gift
pyramids)
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SAMPLE OF A COMMITMENT CARD
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SAMPLE OF A COMMITMENT CARD
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MY EXPERIENCE WITH THREE-YEAR APPEALS
My father’s experience My own experience
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TYPICAL BENEFITS
Joyful and generous giving! Unity in mission/vision focus Promotes planned giving Raises 1 ½ to 3 times of annual funds Annual giving increases 10% to 30%
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WHY ENGAGE PROFESSIONALS?
A professional consultant can… Install confidence and support at every step Provide sound stewardship materials Offer expertise, training, and mentoring Develop position descriptions, telephone scripts,
letters, and program agendas Gives oversight to leadership in developing
appropriate appeal materials Help avoid potential pitfalls and mistakes Offer continued advice, encouragement and
support through the entire process
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QUESTIONS?
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Planned Gifts That Give “Forever”
ENDOWMENTS
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WHAT IS AN ENDOWMENT?
A permanent fund bestowed on the congregation to be used for a specific purpose.
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WHAT IS THE PURPOSE OF ESTABLISHING? To establish a reserve or nest egg
for the rainy day when offerings get low and bills can’t be paid . . .
OR . . . To build vision for the future ministry of
the congregation?
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MY PRAYER IS… Our endowment funds outreach ministry By establishing an endowment fund our
congregation’s members are moved to complete their own gift plans and leave a giftfrom their hearts to support the Lord’s work
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WHY PLANNED GIVING?
75% of charitable giving comes from individuals.
87% of people who give to charity give because they were asked.
We ask for cash… but only 9% - 12% of assets are in cash.
It is estimated that $52 - $125 trillion will be transferred before 2030 from funds from one generation to the next.
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STEPS
Establish Promote Grow Manage
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ESTABLISH
Research endowments Get legal advice Form a committee/task force to
establish Incorporate as a separate 501(c)3 Set up policies and procedures for
management and distribution of funds
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PROMOTE
Distribute promotional materials (brochures, mailings, bulletin inserts, bookmarkers, newsletter articles, etc.)
Organize a planned giving society Host an initial kickoff event – open to
all Offer seminars, workshops, etc,
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A SAMPLE
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GROW AND MANAGE
Planned Giving Facts 88% of wealth is held by individuals 65+ The national average for planned gifts is
about $20,000 or 20 times an annual gift It takes 3-5 years for an endowment or
planned giving program to begin showing results
80-85% of planned gifts come from bequests
Source: NCPG 2002 Donor Survey
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QUESTIONS?
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Funding for Start-Up and Programming
GRANTS AND OUTSIDE FUNDING
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OVERVIEW OF GRANT WRITING
Types of Grants1. Corporate2. Foundation3. Government
OUTLINE Research Relationship-Building Writing
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RESEARCH
Know who you are Know your community Learn what’s available Networking through others Web resources
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RESEARCH
Funding Information Center 329 S. HendersonFort Worth, TX 76104 Phone (817) 334-0228
http://www.fic-ftw.org/
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RELATIONSHIP BUILDING
Focus on your ministry to community needs
Letter of inquiry
Personal contact / networking
Develop a fact sheet Ministry/outreach focus
Share updates / progress / articles Follow up and reporting
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WRITING – THE ACTUAL PROPOSAL
Cover letter Proposal summary Introduction to operation Statement of problem or need Project goal and objectives Method and schedule Evaluation criteria and process Budget
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IMPLICATIONS ON CONGREGATIONAL STEWARDSHIP
Importance of clear vision Maximize congregational stewardship
Example of three year appeal
Plan for transition of funding Example of Youth Haven
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CLOSING THOUGHTS ON GRANT WRITING
Challenging and time-consuming
Typically for NEW programming
Required well-developed plan Needs outreach/community
focus Offers unique but limited
funding
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A FEW RESOURCES
www.GrantPropsal.com www.GrantAlert.com https://www.nozasearch.com/
EXAMPLES OF FOUNDATIONS: http://www.theantiochfoundation.org http://siebertfoundation.org/
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QUESTIONS?