Parish Capital Campaigns: Conducting the Campaign Presented by Maurice J. Seaton

1. Volunteers: Your Undervalued Asset Parish Capital Campaigns: Conducting the Campaign Presented by Maurice J. Seaton Beyond Fundamentals Presented by Teresa S. Mathes with Richard Lee & Rebecca Chase The Diocese of San Diego February 10, 2011

2. Table of Contents (continued) Discernment The Feasibility Study Strengthens the leadership and financial capabilities of Episcopal congregations, dioceses and related organizations to pursue their mission and ministry • Gifts Essential Chart

3. Is It Possible to Raise Capital Funds in an Economic Downturn? What did all these people have in common? • Deepen a theology of stewardship • Plan for the future • Focus on the basics

4. Three Types of Fund Raising • Annual Giving • Capital Campaigns • Planned Giving

5. Annual Giving Ordinary Giving . . . • For churches the weekly giving that supports the mission and ministry of the church. • For church schools and not-for-profits, these annual gifts are usually unrestricted and underwrite annual budgets.

6. Capital Campaigns Extraordinary Giving . . . • Beyond annual giving to provide funds for: • New construction • Remodeling and expansion • Recent trends include capital drives for: • Programming • Endowment

7. Planned Giving Ultimate Giving . . . • Bequests in wills • Life-income gifts • Pooled income funds • Charitable gift annuities • Charitable remainder trusts • Health care executive, cattle rancher, speech therapist, social worker, parish priest, conference organizer, school teacher, pharmaceuticals sales rep, nurse, fund raiser, insurance executive, physician, meteorologist, hospital administrator, cashier, human resources director, commodities trader, journalist • Life insurance • Life estates • Appreciated properties (both real and securities) • Charitable lead trusts • Bargain sales

8. Planned Giving Everything you need to know about working with volunteers: The plans we make for the property we have to benefit the people and places we have loved. “Where your treasure is, there your heart will be also.” Matthew 6:21

9. Successful Capital Campaign Components (continued) Let’s Review • You must be willing to lead. • You must be clear & easy to follow. • Embrace those First Followers. • You must be public. • Followers emulate followers, not the leader. Feasibility Study • The formal survey Capital Campaign • The solicitation process • Instituting communication and pledge management systems

10. Discernment You must lead Discernment is a process whereby needs are identified, people are involved in examining those needs identified and a collective vision for your ministry is communicated to the constituency. If done appropriately, discernment will create ownership and involvement among the constituency.

11. What is God calling your ministry to accomplish? Dorcas House 1- Raise funds 2- Develop sound business practices 3- Build cross-border relationships

12. What is God calling your ministry to accomplish? You must be clear and easy to follow

13. Identifying the Need VolunteerPosition Description: DIOCESAN COORDINATOR Coordinate campaign timing with your Diocesan office Recruit Area Coordinators (by deanery, convocation, or geographic areas in your diocese) Assist with identifying and recruiting Parish Coordinators Participate in initial training call with Episcopal Church Foundation consultant Assist with area training sessions for Parish Coordinators as appropriate Act as spokesperson and advocate for the campaign Serve as Diocesan liaison to Episcopal Church Foundation consultant Work with Diocesan communications office to report on campaign progress Track campaign progress through Area Coordinators Follow up with coordinators who have questions, need resource suggestions, or support with volunteers A need or “vision” has to become apparent For example, the need for additional Christian education space at the church or major deferred maintenance that can no longer be postponed

14. Identifying the Need Successful Capital Campaign Components • Campaign Planning Guide for Volunteers • PLANNING FOR THE CAMPAIGN: • Diocesan coordinator: • Clear timing of campaign with diocesan office. Work with diocesan office and parishes to set your goal (# of bricks, people, and/or parishes participating) • Recruit area coordinators. Tools: Letter of support from bishop, talking points for recruiting volunteers, job description • Recruit or contact: • Communications volunteer or staffer • Organizational contacts (UTO, ECW, Episcopal schools, etc.) • Coordinate with ECF to arrange training sessions. Tools: training agenda with link to site • Area coordinators: • Recruit parish coordinators: Tools: Letter of support from bishop, talking points for recruiting volunteers, job description • Hold area training sessions for parish coordinators. Tools: training agenda • Assist individual parishes in setting their goal (# of bricks, people, or dollar amounts) • Parish coordinators and Organizational Contacts: • Participate in training calls • Meet with rector, vestry, or stewardship committee to establish parish goal & timing • Discernment Initiating the discernment process The leadership appoints a Discernment Committee to study the need or “vision” • Visioning • Prayer • Involvement • Planning • Communication

15. Involving Others You must embrace your first follower as an equal Establish Discernment and Communications Committees Discernment membership should include those individuals who: • Are most involved in using existing or proposed new space • Have good judgment • Are opinion makers with credibility • Have some expertise in the area • Have philanthropic potential

16. Involving Others (continued) You must be public. Even more people become involved . . . Perhaps Discernment Sub-Committees are formed to investigate particular needs such as: • Additional Sunday School rooms • Handicapped accessibility • Kitchen renovation Balance the efficiency of the small groups with the involvement of more constituencies. Represent the whole congregation.

17. Establish a Timeline for Tasks and Activities P Proposed Communications Calendar  September Rebuild Our Church campaign begins search for architects. Successful spring campaigns made possible to hire project manager John Runkle. RFP next step toward building. (see clearing, securing, building, sequence in case statement.) Travel to Haiti Sept 17th. Thanks to many donors who’ve made this possible. (link to Track Progress page) New for Fall! Updated campaign resources: FAQs, sample fundraising ideas with examples from around TEC, Advent devotional & gift card for Christmas Charles Lafond quotation about “theology is good, but nice to have tools.” (link to Download Resource page) Empowering Congregations: Rebuild Our Church a model of lay leadership in IA, where successful campaign raised $30K+ while bishop was on sabbatical. (+Scarfe is on board with this angle. Terri has anecdotes from various congregations and contact w/ diocesan coordinators and diocesan communicator. They’re looking for photos. Will require light interviewing w/ dio’n coordinator.) Planning ahead: work on Christmas publicity, year-end thanks, and 2nd anniversary update. • Outline the task necessary to identify the proposed projects to be funded, and to communicate these proposed projects to the church membership. • Inform the church membership of the Discernment and Communications Committees and their purpose through newsletter articles, church bulletins, announcements from the pulpit, and website, etc.

18. Consult Professionals Followers emulate followers. • The opinion of experts (engineers, • construction persons, architects) is • sought • Potential costs are determined

19. Prepare a Written Report The Discernment Committee reports back to the vestry with proposed solutions and cost estimates for the identified needs This becomes the “Vision”

20. Communicating the Vision (continued) The Communication Process • Invites a fresh look • Listens for new perspectives • Is open to other view points • Embraces constructive criticism • Suspends ownership and defensiveness • Remembers Mission and Ministry

21. Communicating the Vision (continued) Recruiting your volunteers Continue to share the vision with the congregation and key leaders these ways: • Special letters • Newsletters and bulletin inserts • Adult forums and small group meetings • Bulletin boards and posters • One-on-one visits to opinion makers and philanthropic leaders • Church website • From the pulpit

22. Communicating the Vision (continued) Vocation Continue to share the vision with the congregation and key leaders these ways: • Special letters • Newsletters and bulletin inserts • Adult forums and small group meetings • Bulletin boards and posters “That place where the world’s great need and your deep hunger meet.” -- Frederick Buechner • One-on-one visits to opinion makers and philanthropic leaders • Church website • From the pulpit

23. Communicating the Vision (continued) We want you! Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

24. Communicating the Vision (continued) Listen & be flexible Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

25. Communicating the Vision (continued) Then empower Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

26. Communicating the Vision (continued) Opportunity Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

27. Communicating the Vision (continued) New Challenges The Communication Process • Invites a fresh look • Listens for new perspectives • Is open to other view points • Embraces constructive criticism • Suspends ownership and defensiveness • Remembers Mission and Ministry

28. Communicating the Vision (continued) Measured against your goals Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

29. Communicating the Vision (continued) The Communication Process • Invites a fresh look • Listens for new perspectives • Is open to other view points • Strong organizational skills • Friendly & responsive • Flexible schedule • Belief in the cause • Embraces constructive criticism • Suspends ownership and defensiveness • Remembers Mission and Ministry

30. Communicating the Vision (continued) We want you! Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

31. Communicating the Vision (continued) The Communication Process • Invites a fresh look • Listens for new perspectives • Is open to other view points • Embraces constructive criticism • Suspends ownership and defensiveness • Remembers Mission and Ministry

32. Communicating the Vision (continued) The Communication Process • Invites a fresh look • Listens for new perspectives • Is open to other view points • Embraces constructive criticism • Suspends ownership and defensiveness • Remembers Mission and Ministry

33. Communicating the Vision (continued) Another tipping point Continue to share the vision with the congregation and key leaders these ways: • Large group meetings • Small intimate groups • House/cottage meetings • One-on-one meetings • Opinion makers • Philanthropic potential

34. Successful Capital Campaign Components (continued) Let’s Review • Go for skills & passions, not just warm bodies. • Recruit personally. • Be ready to lead. • Be clear & easy to follow. • Be public. • Embrace your volunteers as equals. • Know when to step aside. Feasibility Study • The formal survey Capital Campaign • The solicitation process • Instituting communication and pledge management systems

35. Gifts Essential Chart Got Questions? Gifts Essential Chart $500,000 Goal Size of Gift# NeededCumulative Goal $75,000 1 $75,000 $50,000 2 $175,000 $25,000 4 $275,000 $10,000 5 $325,000 $5,000 10 $375,000 $3,000 20 $435,000 $1,000 50 $485,000 Below $1,000 Many Goal Achieved Richard Lee President Dorcas House Committee Rslee103@gmail.com (619) 940-5399 Rebecca Chase Development Coordinator chaser@stpaulcathedral.org www.dorcashousefriends.org Terri Mathes Associate Program Director Episcopal Church Foundation tmathes@episcopalfoundation.org (717) 599-0627 www.episcopalfoundation.org www.ecfvp.org