project resource – diocese of...

Project Resource – Diocese of Georgia

What Is Project Resource?

Project Resource is a set of best practices for raising resources for the work of the church put into field-tested resources found at the College of Bishops website.

This training and the training you will offer is designed to open up the toolkit for a peak.

http://www.collegeforbishops.org/day-two-resources

Avoid Generalizing Generations

“Generalizations make sense when talking about thousands of people, but not when talking about one person--the person you know. Applying a valid statistical generational characteristic to one person is stereotyping.”

-Haydn Shaw

The Greatest Generation!Born before 1930

•  DefinedbyGreatDepression,WWII,Patrio5sm

•  LoyaltotheChurch,Strongsenseofobedience

•  Trustgovernmentandauthority

•  OCenmakethe“converted”group

The Silent Generation!The subset born between 1930-1945

•  DefinedbyColdWar,risingprosperity,awillingnesstosacrifice

•  Valueloyalty,conformity•  Marriedearly/SetuptheChurch,asweknowit

•  MESSAGE:Legacy(Youbuiltthis!)•  STRATEGY:Mostareconverted-visitfrom

authorityfigure

The Baby Boomer Generation!The subset born between 1946-1964

•  Definedbyidealismandfreedomof1960’s

•  Highestdivorcerateand2ndmarriagesinhistory.

•  Rejectestablishmentandrou5nes

•  Selfismoreimportantthanthegroup

•  Needinforma5ononimpact/howgiCwillbeused

•  Musthavetransparencyinlightofmistrustofins5tu5ons

The Baby Boomer Generation!The subset born between 1946-1964

“TheAmericanDream”waspromisedtothemaschildrenandtheypursueit.•  MESSAGE:Priori5za5onofCharitableGiving

•  STRATEGY:Narra5vebudget,loselanguageofobliga5on,Impac]ulstorytelling.HaveACTUALrecipientsofgivingspeak,AppealtotheiridealismCouldyourparishbewheretheyspendtheir“thirdage?”

Generation X!Born between 1965-1978

•  DefinedbyIndividualism,Singleparenthouseholds,seekergenera5on,Watergate,EnergyCrisis,DualIncomefamiliesandsingleparents,FirstGenera5onofLatchkeyKids,Y2K,EnergyCrisis,Ac5vism,Corp.Downsizing,EndofColdWar,Mom’swork

•  Coupledlater,entrepreneurial,cynicalofauthority

•  Thefirstgenera5onNOTtodoaswellfinanciallyastheirparentsdid.


•  Willmoveortransi5onjobs5+5mes

•  Wishto“experience”Church,thoughmaynotaeendregularly


Experience5edtogivingMESSAGE:Weareapeople/communitywhocareabouteachother.PutindividualsinfrontofministriesSTRATEGY:Yearroundthinkingongiving/don’tjustfocusonthefall,allowthemtoworkindependentlyforyouragencyandotheirownterms-

The Millennial Generational!Born between 1979/80-2000

•  Definedbybeingchildrenofdivorce,celebratediversity,sociallyconscious,DigitalMedia,childfocusedworld,schoolshoo5ngs,terroristaeacks,AIDS,9/11terroristaeacks.

•  Parentsareadvocatesandfriends

•  Givens:DEBT!Andtechnology

•  Pewresearchclaimsgivingcharacteris5csaresimilartogreatestgenera5on


•  Firstgenera5onofchildrenwithschedules.

•  Requirementorships/rela5onshipstoaffirmdecisions

MESSAGE:YourgiCisimportantandwillimpactlives.Now,howcanwegettoknowyou?STRATEGY:Mentorrela5onshipini5a5ves,immediategra5fica5onofgiving,onlinecommunitypresence,andonlinestoriesofimpact.


•  83%ownasmartphoneandthemajorityprefermobile-friendlywebsites.

•  59%prefernewsorac5on-orientedwebsiteswithquickinforma5onallinks.

•  49%aremorelikelytogivewhentheyknowhowtheirgiCwillmakeanimpact

•  57%likeemailsthatcontainacalendarofupcomingevents

87% OF MILLENNIAL EMPLOYEESDONATED TO A NONPROFITORGANIZATION IN 2013

84% MALE 91% FEMALE

THEMILLENNIALIMPACT.COMFOR MORE INFORMATION, VISIT:

The Millennial Generational!are givers

The Millennial Generational

STRATEGY:•  Immediategra5fica5onofgiving•  Onlinecommunitypresence•  Onlinestoriesofimpact•  Usethemforfocusgroups,asktheiropinions.

Puttheminchargeofusingtechnologiesforappeals-nolongappealleeers

•  U5lizetheirnetworks-havethemplaneventsthatinterestthem.

Generation Z/Boomlets

•  Research is limited: here is what we know:•  Born after 2001•  In 2006 there were a record number of births in the US and 49% of those

born were Hispanic, this will change the American melting pot in terms of behavior and culture.

•  The number of births in 2006 far outnumbered the start of the baby boom generation, and they will easily be a larger generation.

•  Since the early 1700’s the most common last name in the US was ‘Smith’ --now it is Rodriguez.

Different Vehicles for Different Folks

•  Look for ways to tie time with giving (distrust of institutions)

•  Lose language of obligation

•  Utilize moments of thanks throughout the year for education—will be skeptical of fall drives

•  Independence

•  Act quickly, ask for opinion

•  Online stories of impact

•  Online community presence

•  Used to giving of time, provide feedback for giving immediately

Baby Boomer •  Prioritization of

charitable gifts

•  Investment: where does $1 go?

•  In person stories of impact

Generation X Millennial

Discuss-How do you view giving?

Where did you learn about about giving?

When did you start giving to your church?

Have your views on giving back to God through the church changed over time?

A Case Development Exercise

http://www.collegeforbishops.org/assets/1145/resource_4_parish_or_diocesan_case_development_exercise.pdf

•  What do we do that Jesus would recognize and love?

•  What do we provide?•  How do we change lives?•  What results to society do we provide

which make change?•  How has one life been changed by our

mission?•  Why should a donor invest in this work?

Campaign Flow Chart

http://www.collegeforbishops.org/assets/1145/resource_14_pledge_campaign_task_flow_calendar.pdf

This is a year-round plan for your pledge campaign with who does what when.!

This will guide aid in:•  Breaking down the tasks your

congregation needs to complete,•  creating your own flow chart, and •  setting a plan for how to communicate

through the year.

Major Gifts - This is not selling

•  Are you seeking gifts or a relationship?

•  Is not getting the “ask” meeting, “a lose” for you?

•  Are you trying to impose your will on the donor?

•  Are you willing for the conversation to take a turn towards pastoral care and away from the gift?

Major Gifts - Top 31 Tips

6. Listen to the needs of the donor. This is not about selling your church’s need. It is about linking the donor’s needs to give with your vision for making mission.

16. Try not to ask for a major gift over a meal. And never, ever rush the event.

21. Never assume your major gifts prospects really understand the vision for which you are asking major gift support.

25. Campaign case is essential, but campaign literature can often be a turn off. Be clear, be attractive, tell a story. But do not be slick or fancy. Write and design your case materials with your donors in mind.

hep://www.collegeforbishops.org/assets/1145/resource_14_major_giCs_top_31_5ps.pdf

•  Regardless of terminology, or packaging, estate planning is still planning for one’s own death

•  It is a strong reminder of one’s own mortality•  Experimental research identified consistent reactions to mortality reminders!

- We don’t want to think about it.

Planned Giving

hep://www.collegeforbishops.org/day-three-resources

Planned Giving in the BCP

The Minister of the Congregation is directed to instruct the people, from time to time, about the duty of Christian parents to make prudent provision for the well-being of their families, and of all persons to make wills, while they are in health, arranging for the disposal of their temporal goods, not neglecting, if they are able, to leave bequests for religious and charitable uses.

-Page 445 of the Book of Common Prayer

Will inclusion: making the ask

•  Similarities to major gifts•  Average “yes” will yield $70,000 (time well spent)•  This is work now, for the future of the church•  This is person to person

“will inclusion” not “estate gift” or “bequest”

hep://www.collegeforbishops.org/day-three-resources

The Legacy Society

The Diocese of Georgia’s Legacy Society encourages planned giving.

The goal is giving to our congregations.

hep://legacysociety.georgiaepiscopal.org/

The Legacy Society

Documents for congregations are at the website.

Make sure your vestry has policies in place for legacy gifts.

Know the difference between gifts and endowment funds.

Donor intent is the key.

hep://legacysociety.georgiaepiscopal.org/

What’s Next?

•  Teams in each convocation will identify two times a year to provide this training.!

•  4-hour workshops in convocations will start in 2017