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Beyond Fundraising

Beyond Fundraising

The Complete Guide to Congregational Stewardship

Blueprint for successful fundraising that moves beyond the myth of scarcity to the reality of abundance.

Author: Wayne B. Clark

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Moves beyond the myth of scarcity to the reality of abundance.

"Beyond Fundraising can help your congregations search for and find a brighter, more meaningful future."-William Sinkford, UUA President

"Clear, systematic, and relational-Clark offers what every congregation needs to know for successful fundraising." -Terry Sweetser, UUA Vice President for Stewardship and Development

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Introduction ix

ONE: The Spiritual Roots of Stewardship 1

  • Myths About Giving ? Why We Give ? A Culture of Giving ? Learning to Receive ? Sharing the Responsibility
  • TWO: Hiring a Fundraising Consultant 8

    When to Hire a Consultant ? Twelve Steps in Hiring ? The Assessment Visit

    THREE: Searching for the Future: The First Step of Strategic Planning 17

  • Appreciative Inquiry ? Guiding Principles ? Terminology ? Preparation ? Sample Workshop Agenda ? Workshop Follow-Up ? The Strategic Planning Team
  • FOUR: Annual Budget Drive 25

  • Stewardship Conversations ? Commitment Sunday ? Cottage Meetings ? Annual Congregational Dinner ? Faith Promise ? Pony Express ? Telephone Appeal ? Direct Mail Appeal
  • FIVE: Personal Stewardship Conversations 33

  • The Leadership Team ? Calendar ? The Stewardship Contact List ? Letters to the Congregation ? Leadership Reception ? How Many Visiting Stewards? ? Recruiting Visiting Stewards ? Orientation Workshops ? Guidelines for Stewardship Conversations ? The Following Event ? The Follow-Up Phase ? The Close of the Drive
  • SIX: Written Materials 48

  • Case Statement ? Summary of Programs and Ministries ? Program Budget Charts ? Essential Gifts Chart ? Suggested Fair-Share Giving Guide ? Brochure ? Financial Commitment Form
  • SEVEN: Forward Through the Ages: A New Stewardship Development Program 55

  • Phase 1: Accepting ? Phase 2: Growing and Investing ? Phase 3: Giving Back ? Phase 4: Giving Generously ? Phase 5: Applying Recent Learnings
  • EIGHT: Planned Giving 71

  • Approve the Enabling Resolution ? Approve the Committee Structure ? Develop a Mission Statement ? Create an Endowment Document ? Define the Endowment Fund ? Manage the Endowment Fund ? Market the Program ? Identity Prospects ? Create a Bequest Recognition Society ? Evaluate the Program
  • NINE: Do You Really Need to Build? 79

  • Create Growth Projections ? Analyze Existing Facilities ? Review Options
  • TEN: Planning and Implementing a Building Project 85

  • Seek Guidance ? Organize the Leadership ? Hire an Architect ? Develop Preliminary Plans ? Develop Financial Projections ? Present the Plans for a Vote ? Conduct a Financial Feasibility Study ? Launch a Capital Campaign ? Approve the Final Plans ? Prepare for Construction ? Begin Construction ? Celebrate as Often as Possible
  • ELEVEN: Debt is More Than a Four Letter Word 98

  • First Steps for Financing ? Financial Comfort Level ? Local Bank Financing ? Unitarian Universalist Association Funding
  • TWELVE: The Capital Campaign Team 104

  • Recruiting Team Members ? Campaign Chair ? Leadership Gifts Chair ? Fellowship Event Chair ? General Gifts Chair ? Group Communications Chair ? Publicity Chair ? Publications Chair ? Follow-Up Chair ? Campaign Treasurer ? Administrative Support Chair ? Financial Monitoring Chair ? Dedication Service ? First Meeting ? Subsequent Meeting
  • Final Words 114

    Glossary 115

    Resources 118

  • Mission Statement and Code of Ethics for UU Fundraising Consultants ? Sample Contract for Consulting Services ? Covenant Between the Congregation and Visiting Stewards ? Sample Leadership Reception Invitation ? Sample Fellowship Event Invitation ? Sample Capital Campaign Fact Sheet ? Full-List Evaluation ? Sample Essential Gifts Chart ? Suggested Fair-Share Giving Guide ? Determining Your Income ? Sample Financial Commitment Forms ? The Five Phases of Forward Through the Ages ? Annual Progress Summary ? Enabling Resolutions ? Sample Endowment Document ? Sample Endowment Investment and Distribution Policy ? Planned Giving ? Marketing Brochures ? Sources of Planned Giving Materials ? Facilities Guidelines ? UUA Fundraising Consultant Request for Information ? Architectural Firm Preliminary Selection Form ? Interview Questions for Architects ? Cash-Flow Projection Spreadsheet
  • For Further Reading 159

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