Transcript Slide 1

Raising Funds as a Component of Parish Life
Boston Metropolis Clergy/Laity, October 1, 2011
Society promotes different values than it did
just a short time ago…
As society changes, so do the profiles of
our parishes & our parishioners…
But one thing remains the
Our messages must be adapted to a new generation…without
same:
losing our roots.
• Love for Christ & His Church
1950’s
• Profession: Small Business Owners
• Ethnicity: Greek (often from same
village)
• Love for Christ & His Church
• Profession: Doctors, Lawyers
1980’s
• Ethnicity: Greek-American
• Love for Christ & His Church
2010’s
• Profession: Web Developers
• Ethnicity: Much more
diverse...global culture!
Our (OPD) aim is to present content to
people with these changing profiles that is:
• Solidly based in Orthodoxy
• Able to stand on its own
• Pertinent to each person in the room
• With intent to move an individual to action
Office of Parish Development
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Our mission is to educate and assist our
Greek Orthodox faithful of America in the
areas of:
• Stewardship
• Capital Campaigns
• Planned Giving
• Grant Research/Proposal Writing
• Strategic Planning/Vision Development
We should not ask a parishioner
to give if:
(a) The price of gas is over $4 a gallon.
(b) They are from Cephalonia (they don’t
understand repression because the island
was never under Ottoman rule).
(c) They are rarely seen in the parish…either
for worship or socially.
(d) They are among the most hardworking
volunteers for the church festival.
In Capital Campaigns, it is critical for
parishes to:
(a) Focus all efforts on the top 10% most financially
capable parishioners because they will provide
90% of the goal.
(b) Begin by looking for grants from private
foundations.
(c) Get as many parishioners to participate at
whatever level they can.
(d) Start the fundraising as soon as possible.
When we give to the church, we give
because:
(a) We have been asked personally.
(b) We feel good.
(c) We want to make sure things are done right.
(d) We like the priest.
(e) All of the above.
(f) None of the above.
How do some of us perceive “Stewardship”?
Is it the “raising of funds”?
Merriam-Webster's Dictionary
Stewardship:
"The careful and responsible
management of something entrusted to
one's care"
The Lord provides us with clues
about ourselves…
Stewardship Is …
• Submitting our will to God’s will in turning away
from the desires (our passions) of the world in
some small way.
• Our way of dealing responsibly with the things in
our life that we think of as “ours.”
• Giving back to God some small portion of all that
He has given us to manage.
Lets examine the gift of our finances:
Specifically, how do we
use our disposable
income?
Opportunities to give…
Buy
something
for me
Buy a gift for
someone
::::::::::::
Buy something for
someone in a
nursing home
Stewardship
::::::::::::
Christ
Our Examples:
Me
Ego
Recognition
Conditional
Hierarchs,
Clergy,
Monastics
Saints
Others
Humility
No Recognition
Unconditional
Stewardship
A Real-Life example:
Yr 1
Yr 2
Yr 3
Yr 4
10,000+
1
5,000-9,999
2
4
4
6
2,000-4,999
24
25
28
29
1,000-1,999
74
73
80
93
500-999
140
146
151
164
250-499
207
245
252
227
1-249
302
279
325
334
749
772
840
854
$411,000 $434,000 $450,000 $496,000
Stewardship Workshops
First Steps:
(Can be done conjunction with your current program)
• Identify 15 couples or individuals that can be invited to a special 3
hr session (approx. 30 attendees)
• Discuss how we can each be good stewards (in our own unique
way), and the qualities thereof
• Ask some of them to consider talking with others personally about
the church and its ministries
• Start re-building the “fiber” of the community through these
committed Christians
• Share success stories (anonymously)
• Commit to this program on a yearly basis, and invite new
individuals to expand this “web”
Different Gifts for Different Goals
Parishioner
(Donor)
Source of
Gift
Give
Towards
Current
Income
Operating
Expenses
Assets
Special, Significant
Project, Building or
Equipment
Annual
Giving
Source: Center of Philanthropy, Indiana University
Capital
Campaign
Estate
Endowment or
Other Capital
Needs
Planned
Giving
Different Relationships, Different
Communication
Planned,
Capital Donor
Special Donor
Increased Donor
Repeat Donor
Donor
Friend
Source: Center of Philanthropy, Indiana University
Thoughtful personal
contact, careful
listening, planning
Multiple visits
Workshop/Visits
Letter & call
Events
Mail
Early Project Planning
Capital Campaign Life Cycle
Communication with Parish
Professional Assistance
Planning
Study
Position
Analysis
Campaign
Plan
Parish Agrees toParish Agrees Start
Explore Project
Campaign
Fundraising
Phase 1
Quiet Phase
Fundraising
Phase 2
Public Phase
Announce Major
Progress
Example
Capital Campaign Gift Chart
Funds to be Raised: $2,000,000
Number
Amount
Subtotal
Cumulative
1
$200,000+
$200,000
$200,000
4
100,000+
400,000
50,000+
400,000
1,000,000
15
25,000+
375,000
1,375,000
20
10,000+
200,000
1,575,000
30
5,000+
150,000
1,725,000
Up to $5,000
$275,000
$2,000,000
Many
600,0008
90% of capital funds may come from 10% of families.
Participation is the most important goal.
Capital Campaign
First Steps:
Conduct Planning Study (or Position Analysis)!
• Seek assistance from the Office of Parish Development
– we will tell you what you need to hear; not what you
want to hear.
• Prepare a “Statement of Need”
• Develop a detailed questionnaire
• Identify potential donors
• Use inclusive methodology
• Without soliciting directly, determine interest and gather
input
• Report back to the committee
• Timetable: 2-3 months
Planned gifts can be our most
extraordinary testimony of faith!
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Charitable trusts (lead, remainder, annuity)
Wills
Financial instruments (stocks, bonds, 401k)
Life insurance benefit
Estate property
Other bequests
Establishing a
Planned Giving Program
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Define goal to share with parishioners: What will the
Endowment be used for? Ministry expansion?
Establish policies to guide the receiving of gifts by will
or other contract (life insurance, etc.)
Determine who will bear responsibility for the
endowment or other gifts’ use
Collect names of reputable financial planners and
local legal counsel who can assist parishioners
Organize gifts committee
Prepare promotional plan
Establish office management procedures
We should not ask a parishioner
to give if:
(a) The price of gas is over $4 a gallon.
(b) They are from Cephalonia (they don’t
understand repression because the island
was never under Ottoman rule).
(c) They are rarely seen in the parish…either
for worship or socially.
(d) They are among the most hardworking
volunteers for the church festival.
In Capital Campaigns, it is critical
for parishes to:
(a) Focus all efforts on the top 20% most financially
capable parishioners because they will provide
80% of the goal.
(b) Begin by looking for grants from private
foundations.
(c) Get as many parishioners to participate at
whatever level they can.
(d) Start the fundraising as soon as possible.
When we give to the church, we
give because:
(a) We have been asked personally.
(b) We feel good.
(c) We want to make sure things are done right.
(d) We like the priest.
(e) All of the above
(f) None of the above.
We give back when we realize that all we
have is a gift from Our Lord and Savior…
Contact information
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Office of Parish Development
Greek Orthodox Archdiocese of America
3 S. Prospect Ave, Suite 11
Park Ridge, IL 60068
Jerry Minetos
847.825.1432
847.825.4287 (fax)
[email protected]