UUA
UUA Bookstore
25 Beacon Street Boston, MA 02108 · 800-215-9076 · Fax: 617-723-4805
Cart is empty  View Cart View Shopping Cart

Search site

Browse titles

Beyond Fundraising - The Complete Guide to Congregational Stewardship

Beyond Fundraising: The Complete Guide to Congregational Stewardship

Product Attributes:

Product Code: 4915
ISBN: 9781558965232
Publication Date: 
Pages: 184
Size: 8.5 X 11
Binding Information: Paperback 

Order:

Availability: In Stock
Paperback $20.00
Qty:

Description:

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

Table Of Contents:

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

    Other products that may interest you:

     

    Footer Links

    Beacon pressUUA Bookstore is part of the Unitarian Universalist Association of Congregations