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Who was on the Feasibility Task Force?

Who was on the Feasibility Task Force?. Alan Stanek , CFA, Pocatello Karen Bolin, CFA, Portland Ken Thrasher, OR-ID UM Foundation, Portland Chuck Hudkins , OR-ID UM Foundation, Salem John Watts, Cabinet, Bend. Audrey Lawrence, At-Large, Boise Helen Ober, At-Large, McMinnville

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Who was on the Feasibility Task Force?

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  1. Who was on the Feasibility Task Force? • Alan Stanek, CFA, Pocatello • Karen Bolin, CFA, Portland • Ken Thrasher, OR-ID UM Foundation, Portland • Chuck Hudkins, OR-ID UM Foundation, Salem • John Watts, Cabinet, Bend • Audrey Lawrence, At-Large, Boise • Helen Ober, At-Large, McMinnville • Larry McClure, CRMT, Tualatin • Todd Bartlett, Chair, CRMT, Lebanon

  2. What has been accomplished so far? The task forced worked with RSI to assess the readiness of the Annual Conference to undertake a major capital campaign. A total of 367 people were interviewed, participated in a focus-group discussion, or answered an online survey. The findings were summarized and reported in January to the Feasibility Task Force, Bishop Robert Hoshibata, the CFA, the UM Foundation, and the CRMT.

  3. The Feasibility study found. . . • Respondents were “highly enthused” about the focus of the proposed campaign. • 95% of interviewees understood and agreed with the needs presented. • 74% of the interviewees stated that giving to the campaign will be either a high (26%) or mid-range (48%) personal philanthropic priority. • 87% of participants believe the Conference should move ahead with the proposed campaign.

  4. RSI’s Campaign Recommendations • Proceed with Campaign Planning • Retain Fundraising Counsel • Conduct a Capital Campaign with Primary focus on Solicitation of Major Gifts • Promote the opportunity for making designated gifts to the Campaign • Give further consideration to a congregational component to the campaign. • View this campaign as providing both present and future benefit.

  5. RSI’s recommendations, continued • Test a tentative campaign objective of $5 million. • Promote near-term giving; prepare for receiving planned gifts. • Adopt a strategic plan to maximize fundraising potential. • Adopt a three-phased, 18 month campaign timetable. • Prioritize the Campaign among Annual Conference Leaders and Staff. • Enlist and prepare a fundraising team.

  6. RSI’s recommendations, continued • Appoint a Campaign Communications Committee • Conduct a prospect review. • Following prospect review and early solicitation activity, determine a campaign goal. • Determine congregational components and benefits from the Campaign. • Conduct awareness and cultivation programs for pastors and donor prospects. • Create a fundraising infrastructure.

  7. Where does the money go? • Wallowa Lake Camp -- $750,000 • Construct a new Chapel • Add meeting building with flexible space • Construct additional two-bedroom yurt cabins for family use.

  8. Where does the money go? • Suttle Lake Camp -- $500,000 • Construct a new shower house • Build an office-welcome center

  9. Where does the money go? • Camp Sawtooth -- $250,000 • Construct a new multi-purpose building for crafts, mountain bike storage, a camp store, and office space

  10. Where does the money go? • Camp Magruder -- $1,000,000 • Construct a new building for adult and family use • Remodel existing buildings to make them more adult and family friendly.

  11. Where does the money go? • Alton L. Collins Retreat Center -- $1,000,000 • Build 10 new sleeping rooms • Construct additional meeting rooms • These items allow for multiple groups to use the retreat center simultaneously

  12. Where does the money go? • Southern Oregon Fund for Improving Camp and Retreat Ministry -- $500,000 • Obtain and develop a new site in Southern Oregon. • This adds to existing funds.

  13. Where does the money go? • Fund the Office of the United Methodist Foundation -- $500,000 • Mission component -- $100,000 • Provide scholarships to Camp Bob Buescher, Lemoa, Guatemala • Assist in rebuilding the Gulfside Assembly, Gulfside, MS.

  14. Questions and answers • What is the expected involvement of local churches? A: there will be NO apportioned, fair-share asking. Instead, churches are asked to provide promotion (materials provided), prayer, leadership resources (when asked), and joy-filled contributions • Who is accountable and who makes campaign decisions? A: The Bishop will appoint a steering committee. That committee will oversee the conduct of the campaign. RSI is providing technical assistance but is not “running” the campaign.

  15. Questions and answers • What is the basic timeline for the campaign? A: There will be 18 months of intensive work. The first 6 months will be devoted to fashioning the campaign elements. The next 6 months will involve soliciting “pace setting leadership gifts.” The third 6 month period will begin the “public phase”: the goal will be announced and everyone will be invited to participate. Individual donors will guide their time-frame for making their own personal gifts.

  16. Questions and answers • How will the campaign contributions be allocated and divided? A: In previous campaigns, the leadership decided priorities. In this campaign, individuals can designate which projects their gift will fund. Designated gifts are anticipated and will be strictly honored. Undesignated gifts will be divided 90% for Camp and Retreat Ministries and 10% for the UM Foundation.

  17. Questions and answers A: (continued) The CRMT previously prioritized projects within the ministry area with specific concern to: a) move beyond basic health and safety standards to build excellence; b) diversify programs to reach more people in more ways; c) increase capacity to relieve pressure on existing facilities; d) create more hospitality and welcoming environments.

  18. Questions and answers • What do we get for RSI’s fee? A: The services of a professional fundraising consultant include -- effective processes -- training for leaders -- coaching for leaders -- personal meetings with lead gift givers. With professional assistance, churches have realized much larger responses to capital campaigns. RSI’s fee is contractually fixed for all services ($286,200). RSI is not paid on a percentage basis.

  19. Questions and answers 7. What will the steering committee do? A: The steering committee will work with RSI to develop a customized plan for the campaign Conference-wide. They will develop campaign materials, recruit regional volunteer leadership, and regularly report to the Annual Conference on the progress of the campaign.

  20. Questions and answers • Please explain the “local option.” A: The Annual Conference will pay for your church to use RSI to run a local capital campaign. Of the proceeds, 10% will return to the Conference to fund this option for other congregations. This is separate from the Conference-wide capital campaign.

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