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Increased Giving in Increased Giving in Difficult Financial Difficult Financial Times: Times: How to Get The Most Out of The Tools You Have Deneen Morelli, Regional Stewardship Consultant Heidi Janis, Regional Stewardship Consultant Neil Orchard, Rivertree Stewardship Services

Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

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Page 1: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Increased Giving in Increased Giving in Difficult Financial Difficult Financial

Times: Times: How to Get The Most Out of

The Tools You HaveDeneen Morelli, Regional Stewardship

Consultant

Heidi Janis, Regional Stewardship Consultant

Neil Orchard, Rivertree Stewardship Services

Page 2: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

AmericanChurchAmericanChurch

Provider of Products and Services to:

• Enhance Giving

• Improve Communications with Members

• Foster Vibrant Church Community

Page 3: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Who We ServeWho We Serve

• Over 17, 000 Churches

• National Reach

• Dozens of Denominations

• Church attendance from 50 to over 15,000

• Non-profit organizations

Page 4: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

AgendaAgenda

• Current economic giving trends

• Steps to Optimizing Giving

• Employing your Tools

Page 5: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Economic Giving Economic Giving TrendsTrends

Page 6: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Generational DifferencesGenerational Differences

World War II generation- Loyal- If church says give, they give

Baby Boomers- Not as trusting; will investigate- Hold institutions accountable

Gen Xers- No confidence in anything they can’t see, hear and touch- Hold small, local groups in high regard rather than big institutions

Page 7: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Our Church MembersOur Church Members

70 - 10070 - 100

Page 8: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

State of the PlateState of the Plate

Page 9: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Steps to Optimize Steps to Optimize GivingGiving

Page 10: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Competition for DollarsCompetition for Dollars• Every year the number of nonprofit

organizations in America grows anywhere from 5% to 7%.

• Churches are competing with nonprofits for dollars of members

Not My Parents Offering Plate, J. Clif Christopher

Page 11: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

stewardship services

Page 12: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Why do you take an offering?

Page 13: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Your perception cf with the perception in the pew.Giving is often understood as a “loss”Change one word and change the focus.Invest instead of Give.

Page 14: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Factoids

less than 6% of “born again Christians” tithe1921 giving was 2.9%

of income1933 giving was 3.3%

of income<2.0 of income given

in 2001

Page 15: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Why People Give(Invest)

Revealing our CORE VALUES

C ompassionC ommunityC hallengeC ommitment

4-C’s thanks to Kennon Callahan

Page 16: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Vision or?

We prefer the word “VOW”Instead of asking “What is our vision” ask, “What vows will our church take to make and grow disciples for Christ?”

Page 17: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Vision and Mission

Try using the word vowVow: The Why Why we do what we do

Mission: The How

How we perform our vows or fulfill our vision

Our Vows and Mission must be clear if our stewardship message is to be accepted.

Page 18: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Is your Mission statement.Is a better interpreter of the church than your mission statement.

Your church budget

Page 19: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Connecting the dots - ownership and participation

What is Linear Giving?

IT IS...

Connecting the offering plate directly to the vows and mission of the church.

Where it goes

What it does

Page 20: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Connecting the dots - ownership and participationConnecting the offering plate directly to the vows and mission of the church.Investing rather than giving.Investing with eternity in view.Ultimate fulfillment through motivated investing.

What is Linear Giving?

IT IS...

Page 21: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Why do Members Give?Why do Members Give?1. They believe in the mission of the

organization

2. They have a high regard for leadership of the organization

3. They believe the organization is fiscally responsible

Not My Parents Offering Plate, J. Clif Christopher (pg 13)

Page 22: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Set Goals AnnuallySet Goals Annually• Understand what we are trying to accomplish at

our Church and what funding is needed…

• Maximize income for growth

• Meet budgeting needs for operations

• Achieve a giving participation level (%) from members

• Provide options to share all gifts

• Improve community vibrancy

Page 23: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Set a StrategySet a Strategy… A conscious plan for how we represent and deploy tools for

giving, and how the tools relate to each other…

• Understand church member demographics• Languages and preferences

• Clarify purpose and impact of envelopes

• Clarify purpose and impact of online giving

• Plan the use of other communications • Bulletins• Newsletters

Page 24: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Employing your ToolsEmploying your Tools

Page 25: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

• Online Giving• Offering Envelopes• Newsletters (Inform!)• Address Data Management• Targeted Mailings• Bulletins• Website

Use All of Your ToolsUse All of Your Tools

Page 26: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

OfferingOffering EnvelopesEnvelopes

• Encourage consistent giving

• Reinforce your Message

• Educate your membership

Page 27: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Offering Envelope Planning Offering Envelope Planning • What is your plan for using envelopes to

achieve operating income requirements?• How is this communicated to members and how

often?

• Does the church use envelopes to record attendance?

• Has the church considered the value of the mailed envelope packet as a giving reminder?

• As a vehicle for communication and education?

Page 28: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Why Use Newsletters?Why Use Newsletters?

Page 29: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Best Practices for ChurchesBest Practices for ChurchesBased on multidenominational studies by Charles Zech, Villanova University

• Report Church Financial Information to Members

• Build Community through Engaging Church Members

• Give Members a Role in the Decision Making and Planning

• Create roles for “Ministers” more than “Volunteers”

• Institute Pledging

• Communicate to Members Through Multiple Channels

• Special Cultural or Language Needs of Members

Page 30: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

SummarySummary

• Set Annual Goals• Determine Your Strategy• Evaluate your current practices• Use All of Your Tools

–AmericanChurch can help

Page 31: Increased Giving in Difficult Financial Times: Increased Giving in Difficult Financial Times: How to Get The Most Out of The Tools You Have Deneen Morelli,

Thank You!Thank You!AmericanChurch Stewardship Solutions-

Deneen Morelli 800.446.3035 ext. 6333

[email protected]

Heidi Janis800.446.3035 ext. 6327

[email protected]

Rivertree Stewardship Services (Linear Giving)Neil Orchard

[email protected]

www.rivertreestewardship.com