PRESIDENT

1

• PRESIDENT
• J. Clif Christopher, M. Div., CFRE
• CONSULTANTS
• Michael A. Hedges, M. A.
• Joseph W. Park, M. B. A.
• Paul M. Gardner, Ph.D., CFRE
• John E. Laster, M.S.
• David C. Lewis, D. Min.
• Donald A. Smith, M. Div.
• ASSOCIATE CONSULTANTS
• John Allen, D. Min.
• Robert O. Crossman, D. Min.
• Lisa Greenwood, M. Div.
• Ed Simpson, D. Min.
• Walter Smith, D. Min.
• ADMINISTRATIVE ASSISTANTS
• Sharon K. Morgan
• Kelly G. Campbell
• ALLIANCE PARTNER

2
Christian Commitment
3
Philanthropy Quiz

• 1. How much money was given to charity in 2007
  (last recorded year)?
• A. 198 Billion dollars C. 263 Billion
  dollars
• B. 223 Billion dollars D. 307 Billion
  dollars
• 2. United Methodists give an average of _____ of
  their income to the church.
• A. 1 C. 3
• B. 2 D. 4

4
Philanthropy Quiz (continued)

• 3. Persons making lt20,000 a year give away what
  of their income?
• A. 2.5 C. 1.7
• B. 2.0 D. 1.5
• 4. How many non-profit organizations are there in
  the U.S.?
• A. 500,000 C. 1,500,000
• B. 1,000,000 D. 1,750,000

5
Philanthropy Quiz (continued)

• 5. In what year did Americans give their highest
  percentage of income donation to charity?
• A. 1933 C. 1980
• B. 1945 D. 2000
• 6. How many Christians tithe?
• A. 5 C. 10
• B. 8 D. 15

6
This is not your parents offering plate
J. Clif Christopher
7
Reasons People Give

• Is actually involved in the campaign program
• Serves on the Board of Trustees, a major
  committee, or other official body of the
  institution
• Has an adult history of being involved in the
  institution
• Recognition of the gift
• Was involved at one time in the activity of the
  institution-personal benefit
• Respect of the institution locally

• Regard for staff leadership
• Belief in the mission of the institution
• Great interest in a specific program within the
  project
• To match a gift or gifts made by others
• To challenge or encourage other gifts
• The uniqueness of the project or the institution
• Fiscal stability of the institution
• Tax considerations
• Guilt feeling

8

• A business has discharged its task when the
  customer buys the product, pays for it, and is
  satisfied with it. Government has discharged its
  function when its policies are effective. The
  non-profit institution neither supplies goods
  or services nor controls. Its product is
  neither a pair of shoes nor an effective
  regulation. Its product is a changed human
  being. The non-profit institutions are
  human-change agents. Their product is a cured
  patient, a child that learns, a young man or
  woman grown into a self-respecting adult a
  changed human life altogether.
• Peter F. Drucker
• Managing the Non-Profit Organization

9

• Reasons People Give Again!
• Belief in the mission
• Regard for staff
• Fiscal responsibility

10
How To Decrease Funding

• Send everyone a copy of the budget
• Put giving statistics in the bulletin and/or
  newsletter each week
• Believe that giving is between the giver and God
• Keep giving records secret from the pastor and
  lay leaders
• Discuss finances at one set time each year
• Encourage support for the institutional church
• Designate little for missions
• Discourage designated giving and donor control
• Talk about only giving to the church and not to
  those outside the church
• Speak often of loyalty and obligation
• Mail out statements no more than once a quarter
  and only to pledgers
• Believe that members are giving the best they can
• Do not discuss concrete giving to members until
  the annual campaign so as not to discourage them
• Discourage planned giving so members dont think
  you are eager for them to die or you dont want
  to hurt annual giving
• Put financial people in charge of controlling the
  funds to keep the church solvent
• Have a stewardship Sunday each year

Some of the above from Creating A Climate For
Giving, Don Joiner
11
The number of 501(c)(3) organizations, 19992008
Source Giving USA Foundation TM /Giving USA 2009
12
Total Tax-Exempt Organizations

• 1,800,000

Source Giving USA Foundation TM /Giving USA 2006
13
2008 charitable giving Total 307.65 billion
( in billions)
Corporations14.505
Foundations41.21 13
Individuals229.28 75
Bequests22.66 7
Source Giving USA Foundation TM /Giving USA 2009
14
Donations to Nonprofit Groups
( in Billions)
Source Giving USA Foundation TM /Giving USA 2009
15
Types of recipients of contributions, 2008 Total
307.65 billion ( in billions)
Environmentand Animals6.582
InternationalAffairs13.304
Grants toIndividuals3.71 1
Gifts toFoundations32.65 11
Arts, Culture, and Humanities12.794
Unallocatedgiving 19.396
Public-Society Benefit23.888
Health 21.647
Religion 106.89 35
Education40.94 13
HumanServices 25.88 9
Foundation grants awarded to individuals
Source Giving USA Foundation TM /Giving USA 2009
16
DonorsThe Million Dollar List(couples,
families, estates, individuals)
Source Center on Philanthropy at Indiana
University
17
Where Gifts of 1-Million or More GoTotal 42
Billion
Source The Chronicle of Philanthropy
18
Why Wealthy Donors Stop Giving

• 57 - lost personal connection
• 51 - support other causes
• 20 - mission not relevant
• 19 - organization not fulfilling mission
• Chronicle of Philanthropy
• Indiana University
• 11/27/08

19

• Since 2001, giving to religion has shown a rate
  of growth of 3.6, while disposable personal
  income has increased more than 8 (adjusted for
  inflation).

Source Giving USA Foundation AAFRC Trust for
Philanthropy/Giving USA 2005
20
Per Member Giving as a Percentage ofIncome to
Total Contributions,Congregational Finances
andBenevolences, 1968-2006
3.11
Total Contributions
2.55
2.45
2.17
Congregational Finances
0.66
Benevolences (Missions)
0.37
Source The State of Church Giving through 2006
21
Giving to Religion, Percentage of Total, 1988-2008
Source Giving USA Foundation TM /Giving USA 2009
22

• I fear, wherever riches have increased, the
  essence of religion, the mind that was in Christ,
  has decreased in the same proportion. Therefore
  I do not see how it is possible, in the nature of
  things, for any revival of true religion to
  continue long. For religion must necessarily
  produce both industry and frugality and these
  cannot but produce riches. BUT as riches
  increase, so will pride, anger, and love of the
  world in all its branches.
• John Wesley

23
Total giving as a share of income by religious
affiliation sorted by total gift as a percentage
of income
Source P. Rooney, Religious Giving, Indiana
University Press, 2009
24
Membership has no privileges,only
responsibilities
Dan Entwistle, Ex. Dir. Programs
Ministries United Methodist Church of the
Resurrection-Kansas City Added 1,139 new members
in 2007 739 by P.O.F.

• Contribute financially
• Worship every Sunday unless sick or out of town
• Volunteer in church and community minimum one
  time a year

25
2007 Contributions To U.S.Protestant Churches
Top 10 By Size
Source Yearbook of American Canadian Churches
2009
26
Generational DifferencesAmong Donors
Peter D. Hart Research Associates
27
Generational Giving

• Gave 125 or more for previous year
• Builders 80
• Baby Boomers 75
• Generation Xers 53
• (1965-1981)

Source Chronicle of Philanthropy, March 31, 2005
28
Generational Giving ComparisonCurrent Dollars

• Builder Generation (age 35-49)
• - average giving 1,615
• Boomer Generation (age 35-49)
• - average giving 1,371-244 less (15)
• Most of the gap to baby boomers giving less is
  to religious organizations.
• Russell N. James J.D. Ph.D.
• Advancing Philanthropy
• April, 2008

29

• This new face of American philanthropy is
  distinguished by an unprecedented level of
  competition for the charitable dollar. For well
  over 90 of all Christian congregations,this
  means they will NOT be able to compete
• Lyle Schaller
• The New Context for Ministry

30
Practical Ideas To HelpIncrease Stewardship

• Pastor must tithe, at a minimum, and testify
  specifically about it.
• Have high expectations and require them to be met
  for membership. Hold classes before joining.
• Have at least 10 of your membership involved in
  hands on missions.
• Report accurately regarding amount expected.
  Always talk ministry when talking money. Tell
  changing life stories.

31
Practical Ideas To HelpIncrease Stewardship

• Dont publish information in the bulletin only
  mailings that go to members.
• Pastors must know about the giving of their
  members. Lay leaders should also know.
• Strongly encourage new members to attend regular
  on-going Christian financial planning classes.
  Create a new tradition. (Crown Ministries, Ron
  Blue, Dave Ramsey, Good Sense, Abundant Living)

32
Practical Ideas To HelpIncrease Stewardship

• Seek gifts from all three pockets. 1.
  Annual2. Capital3. Planned (Estate)
• Enliven offering Have staff or a lay person
  share a one minute stewardship witness each week
  (more effective than sermon). Make the
  presentations personal.
• Make it convenient to give Electronic funds
  transfer, brokerage accounts, online.

33
Practical Ideas To HelpIncrease Stewardship

• Whos leading the flock Wall Street or Emmaus
  Road?
• Teach tithing as a benchmark to every new member.
• Missional budgets not line item budgets.
• Dont treat members equally. Tithers vs.
  welfare religionist, builders vs. boomers.
• The pastor must build relationships (people give
  to people) with generous disciples. Know your
  major donors dreams!

34
Practical Ideas To HelpIncrease Stewardship

• START SAYING THANKS.

35

• Two Messages To Raise
• Funds In The Church
• We need money NOW!
• We have a story to tell to the nations.
• You choose.

36
Fun Money Easy MoneyCapital Campaigns
Planned Giving
37
Why A Capital Campaign?

• To secure funds for a very specific project
  generally - physical improvement

38
When?

• Two Windows
• Mid-August - December 1
• January 1 - May (watch Holy Week and the end of
  school)

39
Who?

• PASTOR
• Members
• Consultant
• There are no sugar daddys except candy!
• Gimmicks are a no-no.

40
Why A Consultant?
41

• Raise on average 2 times more
• Pastor can focus on strengths
• Keeps congregation unified
• Expertise
• Improves overall stewardship

42
Your CampaignsPathway to Success

• PASTOR - CONSULTANT
• 30 - compelling vision
• 20 - top 5 major gifts
• 15 - leadership takes ownership
• 10 - advance gifts set pace
• 10 - congregational involvement
• 10 - solid communications
• 5 - general church gifts
• _____
• 100 - maximum response

Steering Committee
43
Easy MoneyPlanned Giving
44
Bequest Contributions, Estate Tax Returns, 2007
19.70 Billion
Source Giving USA Foundation TM /Giving USA 2009
45
Giving by bequest, 19682008
in billions
Inflation-adjusted dollars
Current dollars
Source Giving USA Foundation TM /Giving USA 2009
46
Bequest For Protestant Congregations

• 3,000,000,000
• How much did you receive?

47
Bequest Giving

• Since 1996, the average annual rate of growth has
  been 5.5 percent adjusted for inflation

Source Giving USA Foundation TM /Giving USA 2007
48
Lots Of Tools

• Gift Annuity
• Life Estate
• Charitable Lead Trust
• Charitable Remainder Trust
• Provide
• Capital Gain Tax Avoidance
• Estate Tax Reduction
• WIN-WIN FOR ALL

49

• Best Planned Gift
• Easiest Planned Gift
• Most Used Planned Gift
• THE WILL
• What would a tithe bring?

50
Marketing Is The Key

• Four times a year
• Letter
• Speaker
• Brochure
• Ask 1 person a month

51

• J. Clif Christopher, CFRE