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The Case Statement for ORUUC's 2012 Capital Campaign
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Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!
A Case Statement for a Non-Building Campaign
Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!
A Case Statement for a Non-Building Campaign
I. Mission
3
II. Letters from ORUUC’s Minister, Board President, and
Capital Campaign Chair
5
III. What is a Capital Campaign?
9
IV. Key Steps
10
V. Proposal
11
VI. Architect’s Conceptual Views
14
VII. Cost Summary
17
VIII. Gift Opportunities
18
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3
Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!
A Case Statement for a Non-Building Campaign
Church expansion and renovation are major efforts made only in response to compelling needs. This project
will:
� Preserve our legacy of liberal thought and action.
� Present a public image of strength, growth, and activity.
� Enhance our aging building through renovation and expansion.
� Improve our capability to serve members, friends, and the larger community.
The Capital Campaign is designed to fund church expansion and renovation. This notebook presents, for your
consideration,
A Case Statement for a Non-Building Campaign
Our Capital Campaign Mission:
We unite in financial and spiritual commitment to the future of our church.
The funds we raise will expand, improve, and renovate our church home.
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5
Let’s Do It NowLet’s Do It NowLet’s Do It NowLet’s Do It Now
Dear ORUUC-ians,
In my first few years at ORUUC, I had the privilege of getting to know Alvin Weinberg a little over the course of a few
lunches at the Soup Kitchen. Alvin, of course, was known to the world as "Dr. Weinberg," the Director of the National
Lab for eighteen years and, after that, the first Director of ORAU. But, closer to home, he was "Alvin Weinberg."
From what I understand, he made sure early on to promote an egalitarian culture in Oak Ridge, by discouraging the
use of "Doctor" in talking to one of the many PhD's around town. He enjoyed being neighbors and friends with
practical people who could actually do things, he said. And, when I would ask him about his impressive career, mostly
he seemed to want to talk about his mentor, the physicist Eugene Wigner. In many ways, the humble man I got to
know only glancingly toward the end of his life taught me a lot about what it means to be an Oak Ridger. I learned
that a rich interior life--a life of questions, curiosity, imagination, and wonder--does not need to be clothed with the
impressive garments of material wealth.
And so it is that Oak Ridge is full of modest houses and sensible cars, and that Kroger on Wednesdays is packed full of
people of comfortable means who have come for the Wednesday senior discount. Oak Ridge is a frugal community.
But it is not a stingy community. When it was time to shore up the old high school for a new century, this city voted
to raise its own taxes, because Oak Ridge is a city that values education. The ability to choose to invest in what's
important comes from the day-to-day practice of discerning decisions--all those Wednesdays at Kroger, all those
savings, add up.
Our congregation is part of that Oak Ridge culture. If we were dead-set on spending money, we would have doubled
the footprint of the ORUUC church building five years ago. But, instead, for years now, we have been following the
guidance of the book, "When Not to Build," and finding ways to maximize space use, to do the most with what we've
already got. To be frugal. But in the last couple of years, the list of major projects needing doing began to add up. I'll
admit--I wondered whether ORUUC was going to be facing another major building campaign, out of necessity. As it
turns out, we're not.
Because we value not only beautiful music, but also the accessibility concerns that remind us that not everyone can
strain to hear what comes out of an inadequate sound system, we will invest in greatly improved sound in the
Sanctuary. Because we continue to seek out new ways for ORUUC-ians to gather for small-group conversation and
relationship-building, we will invest in ways to make the Social Hall more welcoming for small group experiences.
Because we want to present the beauty inside to the wider community, we'll touch up the front. But, most of all,
because we--as a community--are based in sustainable, earth-loving values, we will not build a new major wing, but
have found ways to do the most with the least. For the needs of the church, this campaign is truly a reasonable,
sensible, frugal approach. With better sound, better small-group space, and "greener" improvements to the building,
we will be able to get back to building up an Oak Ridge in which everyone has a fair shot at enjoying a life of
questions, curiosity, imagination, and wonder. And these things, I know, will continue to be alive among us, as we
walk together in Beloved Community.
Thank you, in advance, for being part of the generosity that makes all of this possible.
With love,
Jake
6
Let’s DLet’s DLet’s DLet’s Do It Nowo It Nowo It Nowo It Now
Dear Congregation,
Sunday mornings are pretty busy at ORUUC these days, full of children at play, adults socializing and faith
formation taking place everywhere you look; sometimes in a classroom or at a table in the social hall or a circle
in the hearth room or in the pews of the Sanctuary or simply a conversation taking place in the hallway. This
“ministry” is at the heart of who we are as a congregation and as a family. It has also been at the forefront of
much conversation and consideration over the last year.
As most of you know, a dedicated group of ORUUCians and church leaders have worked diligently the last
several months to negotiate and devise a “plan of engagement” with respect to the space challenges and
needed improvements of our cherished structure at 1500 Oak Ridge Turnpike and stop light 11. I had the
pleasure of participating in some get-togethers with these “dreamers” and the meetings were thoughtful,
respectful, educational, inspiring, challenging, and full of vision. While admittedly we did conjure up some pretty
imaginative ideas of what we could do, we agreed that adding to the building was not the most appropriate step
for us to take at this time with our pocketbooks being lighter and our desire to be a “green” sanctuary
outweighed our need to be bigger. Despite the fact that our growth has been increasing, we are not bursting at
the seams, yet! So the proposal to work with the existing structure and create an environment that is
welcoming, attractive and functional and fulfills goal #7 of our strategic plan was brought to the congregation
for a vote and here we are at the beginning of the “No Build – Building Campaign”.
As we move into the campaign, recognize that change always conjures up mixed emotions; excitement for new
things to come or perhaps anxious of the unknown wondering what this will all look like when it’s done. Be
patient and kind with one another. No doubt we will all experience (or have experienced) some emotion within
this range. I, for one, am very excited about finally having the right sound system for the Sanctuary. We have
such wonderful talent in our midst, both musically and with the spoken word that it will be such a joy for
everyone to experience the rich sounds of the Sanctuary! I am also pleased to be building up an emergency
fund (all you Dave Ramsey fans know what I’m talking about) to take care of those unforeseen maintenance
problems when they crop up without having to worry about where the money will come from. Peace of mind.
This is an exciting time for ORUUC and I am so proud to be a part of this adventure! I hope that each of you is
equally as proud of this community and I ask that you are generous not only with your monetary contributions
to this “No Build – Building Campaign” but also to be generous in giving of your spirit and open yourself up to
the possibilities as you find ways to participate in creating the dream of a new face for ORUUC!!
Dream Big, Give Generously!!!!
In Gratitude,
Lori Hetes, President
ORUUC Board of Trustees
7
Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!Let’s Do It Now!
Dear Members and Friends,
I was on the fund raising team for the 1996 Capital Campaign and on the building project that followed. In spite
of succeeding beyond our dreams (we raised 750,000 dollars in 1997 – 2002 time frame and built a $1,000,000
addition), there were many things that we did not accomplish. We now have a chance to do some more of those
things that have long been on many of our wish lists, as well as fix up other issues that have crept up over the
years. We did not have the funds to replace all of the single-pane, aluminum-frame windows in the older
sections of our building. We did not have the money to visually integrate the older sections of the building with
the newer parts. Previously we spent a lot of effort to improve the sound in the Sanctuary, but always there
were other considerations that kept us from doing that task as well as it needed to be done. Now we have a
chance to improve our building, our Sanctuary, our sound and our music.
This campaign is an outgrowth of various efforts by a number of different people over the last several years to
propose projects that need doing and need funding. At some point we realized that we could not do them
piecemeal, nor fund them piecemeal, and the current campaign was pulled together. This campaign seeks to
address multiple issues: aesthetics, environmental responsibility, comfort, being welcoming to those without
good hearing, and making our building spaces more useable for the multiple community activities we now
supports. Now we have a chance to fix many things, while making our building better. So, Let's Do It Now: a
'Not-Building' Campaign. We will not be building new space, but we will be improving the space we already
have. We will make it more comfortable and greener, more welcoming, and more versatile.
Please join me in supporting our Capital Campaign this year, with both your time and money. We need your time
to make the campaign a success, and we need your donations of money to fund the dreams we have for our
church so that it will be our home and the home of the next seven generations of East Tennessee Unitarian
Universalists.
Martin Bauer
Chair, ORUUC Capital Campaign 2012
8
9
WHAT IS A CAPITAL CAMPAIGN?
A Capital Campaign is a significant fund-raising effort which is designed to
provide for major organizational needs: a building, an endowment, or other
expenses. The campaign is a result of needs assessment, long-term planning,
effective campaign literature, excellent organization, proven procedures,
careful timing and good publicity -- all within a specific time frame and with a
stated goal.
The ORUUC Capital Campaign is similar to others in its structure. The
authority to conduct the campaign comes from the church Board of Trustees
and the vote of the congregation. It is headed by leadership who must be
committed to the effort and willing to spend the necessary time to lead the
many volunteers to success. There is a campaign chair, a consultant, and
committees in such areas as advance/leadership gifts, the general phase,
follow-up, alumnae, hospitality, finances, and communications.
It is critical to the success of the campaign that many volunteers become
involved to accomplish a vast number of tasks, from baking cookies to
soliciting a gift of $50,000. The volunteer goal for the ORUUC campaign is to
involve at least 125 people as volunteers.
In addition to the obvious benefit of raising needed dollars from conducting a
Capital Campaign, there are several less obvious benefits as well. A campaign
develops new leaders for the church; it highlights the purpose and programs
of the church; it unites the membership; it has a positive effect on the public
image; and it imparts a sense of satisfaction for a job well done.
“Unitarian Universalists are
very special people. Not
everyone can qualify for
membership in our group.
Not everyone is willing to be
a seeker, to live without a
creed, to be content with
limitations placed on him by
his own inner authority, to
become involved in life.
Those who do qualify
sacrifice for their choice.
They support, sustain, and
struggle for human causes
despite all censure and
opposition. They march
with the surge of history,
and the Unitarian
Universalist institution is
carried along with them like
the ark of a new covenant.
This is why the Unitarian
Universalist Church is
exciting.”
-- Rev. Arthur Graham
10
KEY STEPS – HOW WE GOT THERE
Board of Trustees names a task force to look at the lengthening list of ORUUC
projects that needed to be done and to consider whether it was, in fact, time for
a building campaign.
The task force brought back an answer to the Board. The answer was, “maybe,”
so the task force recommended an initial step of assessment and exploration.
The Board approved and sent the question, “Should ORUUC engage architect
Frank Sparkman (who worked with the church in the ‘90s expansion) for a
process of assessment and exploration.”
Congregation voted, “Yes.”
Sparkman conducted an engineering assessment to determine the overall
condition of the church’s physical structure. Sparkman also guided church
leaders through a process of wondering together, given the values and priorities
of this community, what the right thing to do could be.
Meetings were held with wider circles of leaders to gain a shared understanding
of the challenge at hand and devise a list of possible solutions.
Board of Trustees approved task force recommendations developed in concert
with Sparkman and the wider circle of church leaders to move forward with a
non-building Capital Campaign that would bolster, enhance, and improve the
existing structure and the ministry it shelters.
Congregation formally presented task force’s recommendations which had been
duly endorsed by the Board of Trustees. An overwhelming majority voted “Yes”
to proceeding with a Capital Campaign to fund identified projects.
Capital Campaign committee organized.
Capital Campaign completed.
Work begins.
Spring
2011
May
2011
June
2011
Summer
2011
Late Summer
Fall 2011
November
2011
December
2011
January
2012
Late Spring
2012 Late Summer
2012
Spring
2011
May
2011
June
2011
Summer
2011
Late Summer
Fall 2011
November
2011
December
2011
January
2012
Late Summer
2012
Late Spring
2012
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LET’S DO LET’S DO LET’S DO LET’S DO IT NOW!IT NOW!IT NOW!IT NOW!
A Case Statement for a Non-Building Capital Campaign
The ORUUC Dream Continues
Some remember “Mortar and Bricks in ’56: A Heritage of Big Dreams.” This was the rallying cry of
young adults gathered with a dream of a place that would house liberal religious values for generations
to come. In 1998, the same community celebrated the addition of a new Hearth Room and Sanctuary
to make space among us for fellowship and for beauty.
By 2005, a new dream was stirring—stimulated by growth in our ministry. Leaders were heard
whispering the question: “Did ORUUC already need to expand the size of its building again? Did we
need a building campaign?
Sometimes Dreams Aren’t Enough
That was the year—2005—when Board members read the book, “When Not to Build.”
The author, Ray Bowman, is a church architect. After thirty years of consulting with congregations
about how to build fancy new Sanctuaries or Fellowship Halls, Bowman realized that most building
campaigns avoid simple, creative solutions about how to maximize space. By rendering spaces multi-
purpose, he said, most churches could put off the expensive and energy-consuming campaigns that
indebt congregations and distract from difference-making ministry.
ORUUC leaders began to follow this advice. You may notice how the East Room is not only a meeting-
space now, but is also a faith formation room for children on Sundays, and a dignified reception area
for mourners before a memorial service. On Sundays, notice the parents group huddled over in the
corner of the Social Hall while others stand nearby, catching up over coffee. And, in the same hour,
others are circled up in Tandy’s office, using it as a space for faith formation.
This practical decision—to be creative in space use, and not to build—has enabled growing ministry in
the wider community, and an ability to focus on spiritual growth. In 2008-09, the “Burn the Mortgage”
campaign settled the debt from the 1990s, freeing up ORUUC to focus even more on ministry that
makes a difference.
But in the summer of 2010, the air-conditioning in the East Room went out. All of a sudden, at the
start of the fiscal year—a long-term dream was shattered—there went the money earmarked for
major maintenance. And then, throughout the 2010-11 church year, the list of major capital projects
kept growing. Had the time come? It had been years now, of trying to maximize space. Was it time to
build?
12
Defining Our Dream
Last spring, as it became apparent that it was no longer enough to squeeze more use out of the same
space, the ORUUC Board of Trustees named a task force to look at the lengthening list of projects, and
to consider whether it was, in fact, time for a building campaign.
The Board and task force were guided by Goal #7 in the ORUUC Strategic Plan which says, “Our campus
is the outward expression of our mission,” and its underlying objectives.
“Our grounds and building are welcoming, functional, and attractive”;
“We will move toward an energy efficient building”;
“Our campus is capable of supporting the needs of a growing, diverse congregation.”
Was It Time to Build?
In May, the task force brought back an answer. The answer was, “maybe.” After all, this congregation
was focused on ministry. These were not people seeking the distraction of a building project. There
was work to be done! Lives to be changed! A community to uplift! On the other hand, as the
caretaker of an aging building with a growing list of needed repairs, and a looming inability to be that
“outward expression of our mission,” something needed to be done. So, the task force recommended
an initial step of assessment and exploration. The Board approved, and sent the question on to the
Congregation: “Should ORUUC engage architect Frank Sparkman (who worked with ORUUC in the ‘90s,
toward the new Sanctuary and Hearth Room), for a process of assessment and exploration?”
The Congregation Says, “Yes” to Assessing and Exploring the Dream
At the June Congregational Meeting, when the Congregation said, “Yes,” it meant two concrete things.
First of all, Frank Sparkman would conduct an engineering assessment. After all, the building is getting
on in years—could it be expected to endure? Or, was it about to fall down around our heads?
Secondly, Frank would guide church leaders through a process of wondering together, given the values
and priorities of this community, what the right thing to do could be.
Through the summer, Frank led an assessment of the building. All in all, here’s what he found: our
building is sturdy. It can be expected to stand a long time. Next, through meetings with the task force
and with wider circles of leaders through the late summer and fall, Frank guided a conversation
process toward a shared understanding of the challenge at hand and some possible solutions. At its
November meeting, the Board of Trustees again approved the task force’s recommendation and
decided to send it to the larger congregation for consideration.
13
On Sunday, December 4, the Congregation was formally presented the task force’s recommendations
that had been duly endorsed by the Board of Trustees. After thoughtful questions and lively
discussion, the Congregation voted “Yes” to proceeding with a non-building Capital Campaign that
would bolster, enhance, and improve the existing structure and ministry it shelters.
Action Will Help Our Dreams Come True
Imagine…
A new sound system where the smallest, sweetest voice can be heard by those seated on the
back row of the Sanctuary.
Upgrades to the Sanctuary that will enhance our experience of its beauty while allowing our
creative music productions to soar.
A more intensive use of the social hall that modern day folding, sound-proofed partitions will
enable.
The dignified, uniform appearance ORUUC will present to passers-by with installation of
insulated siding along with a general tidying-up our landscaping on the Turnpike side of our
building.
A growing public ministry that a new door in the long hallway will help facilitate while
maintaining a secure church environment.
Growing greener with concomitant energy cost savings (30 percent every year) that an
insulated exterior surface and new windows will provide.
Laughing children of all ages using an expanded, fenced playground.
This approach to achieving our dream serves our strategic plan goal of a church campus “that is the
outward expression of our mission.”
With a target goal of only $296,700, ORUUC will responsibly use what we already have and make our
dream a reality. Let’s work together to make it happen.
LET’S DO IT NOW.
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Architect’s Conceptual Views
15
Architect’s Conceptual Views
16
17
COST SUMMARY
Description Cost
Sound system in Sanctuary 20,000
Repair drywall in Sanctuary & Hearth room 4,200
New concrete walkway from Sanctuary to parking lot 1,000
Paint entire building interior 34,000
New windows “Old Building” 50,000
New outside doors “Old Building” 7,500
Stucco with insulation board “Old Building” 40,000
Moveable partition in Social Hall 33,000
New door in hallway outside of kitchen 2,000
Five foot metal fence around playground 5,000
Capital reserves for major maintenance 50,000
Reimburse church funds for Frank Sparkman services 15,000
Fund raising expenses 5,000
Contingency funds 30,000
Capital Campaign Total: $296,700
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GIFT OPPORTUNITIES
This section includes information on what we are asked to give, several
options that can fund a pledge, and recognition methods.
Equity and Equality – two words of importance during this Capital
Campaign when the congregation and its supporters are asked to
contribute to the best of their ability. As we pledge, we are not asked to
give equally, we are asked to give equitably. Each person is asked to
pledge what is fair. Each person’s circumstance is different: for some a
gift of $25,000 may be equitable, for others $500 may be a bigger
percentage of income. We are each called upon to measure our own
commitment and ability to contribute.
You may make contributions in cash or other items of value such as stocks
and bonds. The Capital Campaign will accept gifts of cash, cash-equivalent
assets, securities, cash-value life insurance policies, and property. Since
the purpose of the Campaign is to raise cash for a building program, the
gift must be readily convertible into cash within six months of its receipt.
Capital Campaign Representatives can assist you with your particular
situation and make sure that all of your questions are answered.
Remember -- you may spread your pledge over two to three years. Many
of us expect that our income will rise, and we may wish to make a pledge
which increases each year. You can choose to pay your pledge quarterly,
semi-annually, or annually according to what works best for you and your
unique situation.
There is no gift too large or small. A special committee will be convened to design an appropriate way
to recognize all donors to our non-building Capital Campaign.
“Equity” and “Equality”
Pledge Types and Terms
Recognition of Gifts
The materials in this
section are only
general examples.
Your Capital Campaign
Representative will be
eager to discuss all
appropriate options
with you.
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Gift Options
First and foremost, because everyone’s financial status is different, you should always consult your
personal financial advisor about the effect of your intended gift on your taxes and assets.
� One or more payments from savings.
� Giving property or stocks that have appreciated in value is nothing short of astounding. As
the giver, you get to deduct the full market value of the gift. Plus, you pay no tax on the capital
gains. Thus you have gained not only a big tax deduction this year, but also a big break on any
tax you (or your estate) would have paid when the asset was eventually sold – a double gift.
� Another source of funds for a gift is the present cash value of your life insurance policy. As
with donations of cash, only its present value is tax deductible. In this case you would sign over
ownership of the policy and make the Church the beneficiary as well. This is only reasonable if
you no longer need the life insurance protection that the policy provided you.
� Your contributory retirement fund is also a source of funds. In some cases you can
borrow from your 401(k) and pay it back to the plan over time. In other cases you can defer
your payments into the plan while using them to fulfill your pledge commitment. The tax
implications of such a move are complex and should definitely de discussed with your tax
advisor.
� Finally, one can make payments from current earnings. Is it important if choosing this
method of contribution to not allow it to impact your current operating budget pledge.
There are some important things to remember in order to maximize the deductibility of your gift. One
of the best techniques is clustering of payments. Make one year’s payment in January and the next
year’s payment in December of the same year. Then skip a year. That way you have two payments in
one tax year. This technique also works with your County taxes and any other donations that you
make.
20
We can FULLY fund the Capital Campaign with these gifts:
3 donors @ $25,000
$75,000 total
5 donors @ $15,000
$75,000 total
5 donors @ $10,000
$50,000 total
5 donors @ $5,000
$25,000 total
Others - $75,000