THE RESOURCES OF THE HARVESTER

Session #4

New Approaches and Ways to Fund Ministry

South Central District Pastor Teacher Family Conference 2010

FUNDING MINISTRY

WHAT ARE WE FUNDING? People Programs Staffing Facilities

OVERVIEW OF THIS SESSION Three-Year Appeals Endowments Grant Writing

“Over and above” gifts from accumulated assets

THREE YEAR APPEALS

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)

TYPICAL REASONS

Brick and mortar Remodeling, repairs and

upgrades Debt Projects/Programs Personnel

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

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)

SAMPLE OF A COMMITMENT CARD

SAMPLE OF A COMMITMENT CARD

MY EXPERIENCE WITH THREE-YEAR APPEALS

My father’s experience My own experience

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%

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

QUESTIONS?

Planned Gifts That Give “Forever”

ENDOWMENTS

WHAT IS AN ENDOWMENT?

A permanent fund bestowed on the congregation to be used for a specific purpose.

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?

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

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.

STEPS

Establish Promote Grow Manage

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

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,

A SAMPLE

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

QUESTIONS?

Funding for Start-Up and Programming

GRANTS AND OUTSIDE FUNDING

OVERVIEW OF GRANT WRITING

Types of Grants1. Corporate2. Foundation3. Government

OUTLINE Research Relationship-Building Writing

RESEARCH

Know who you are Know your community Learn what’s available Networking through others Web resources

RESEARCH

Funding Information Center 329 S. HendersonFort Worth, TX 76104 Phone (817) 334-0228

http://www.fic-ftw.org/

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

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

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

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

A FEW RESOURCES

www.GrantPropsal.com www.GrantAlert.com https://www.nozasearch.com/

EXAMPLES OF FOUNDATIONS: http://www.theantiochfoundation.org http://siebertfoundation.org/

QUESTIONS?