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