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Beyond Fundraising: A Complete Guide to Congregational Stewardship

Written by Wayne B. Clark, Ph.D., Congregational Stewardship Network Director at the Unitarian Universalist Association, Beyond Fundraising moves congregations from a myth of scarcity to a culture that welcomes, and even expects, a focus on the reality of abundance. Clark suggests that we diminish our emphasis on money by putting fundraising under the umbrella of spiritual stewardship. Beyond Fundraising introduces a new and comprehensive stewardship development program called Forward Through the Ages (FORTH) that puts money in perspective by making it one of five components of stewardship development: stewardship education; joyful giving; ministry and good works; annual budget drive; and planned giving.

Table of Contents

Chapter 1: The Spiritual Roots of Stewardship

  • Myths about Giving
  • Why we Give
  • A Culture of Giving
  • Learning to Receive
  • Sharing the Responsibility

Chapter 2: Hiring a Fundraising Consultant

  • When to Hire a Consultant
  • Twelve Steps in Hiring
  • The Assessment Visit

Chapter 3: Searching for the Future: The First Step of Strategic Planning

  • Appreciative Inquiry
  • Guiding Principles
  • Terminology
  • Preparation
  • Sample Workshop Agenda
  • Workshop Follow-up
  • The Strategic Planning Team

Chapter 3: Annual Budget Drive

  • Stewardship Conversations
  • Commitment Sunday
  • Cottage Meetings
  • Annual Congregational Dinner
  • Faith Promise
  • Pony Express
  • Telephone Appeal
  • Direct Mail Appeal

Chapter 5: Personal Stewardship Conversations

  • 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 Fellowship Event
  • The Follow-Up Phase
  • The Close of the Drive

Chapter 6: Written Materials

  • Case Statement
  • Summary of Programs and Ministries
  • Program Budget Charts
  • Essential Gifts Chart
  • Suggested Fair-Share Giving Guide
  • Brochure
  • Financial Commitment Form

Chapter 7: Forward Through the Ages: A New Stewardship Development Program

  • Phase 1- Accepting
  • Phase 2- Growing and Investing
  • Phase 3- Giving Back
  • Phase 4- Giving Generously
  • Phase 5- Applying Recent Learnings

Chapter 8: Planned Giving

  • 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

Chapter 9: Do You Really Need to Build?

  • Create Growth Projections
  • Analyze Existing Facilities
  • Review Options

Chapter 10: Planning and Implementing a Building Project

  • 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

Chapter 11: Debt is More than a Four-Letter Word

  • First Steps for Financing 
  • Financial Comfort Level
  • Local Bank Financing
  • Unitarian Universalist Association Financing

Chapter 12: The Capital Campaign Team

  • 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

Glossary

Resources

For Further Reading

For more information contact congstewardship @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Monday, February 11, 2013.

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