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TRANSCRIPT
The Rev. Canon Jason D. Lewis Canon for Congregational Vitality
190th Diocesan Convention Workshop
Diocese of Kentucky
Project Resource – Dio of KY 1.0
Starting with Why
Simon Sinek - “Start with Why” - How Great Leaders Inspire Action
The Golden Circle
Starting with Why What makes Apple different than other computer companies? Why do they have a cult following?
Starting with Why
NO: What: We make great computers.
How: By proprietary processes with quality materials and smart programmers, by making user-friendly products.
Why: Want to buy one?
Starting with Why
YES: Why: We believe in challenging the status quo. We believe in thinking differently.
How: The way we challenge the status quo is by making our products beautifully designed, simple to use, and user-friendly.
What: We make great products. Want to buy one?
Starting with Why
YES: Why: We believe giving of oneself financially unlocks a part of our hearts where God can do incredible work, both in us and through us.
How: We collectively change ourselves, our Church, and world by helping people give their money away.
What: Project Resource provides the tools to inspire radical generosity. Join us on the journey of changing a culture of stewardship in The Episcopal Church.
Starting with Why
What is our Why? 1. Use "Why" to think about your church 2. Incorporate "Why" into every donor interaction 3. Tell stories… over and over and over
Starting with Why
Incorporate Why into every donor interaction • Invitation to Worship • Invitation to Give • Invitation to Serve
Starting with Why
Use Why to think about your church • Values (why we do it) • Ethos (how we do it) • Practice (what we do)
People don’t give to your church because you do church. They give because they’ve connected with your mission. NOT your mission statement. Because you’ve communicated the Why of why you exist.
Starting with Why
Why invest the time/energy/resources in stewardship/development in your own diocese/congregation?
Generational Characteristics
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Characteristics
Manual | Day 1 | Page XX
Generational Characteristics
Some quick definitions:
“Generaliza:onsmakesensewhentalkingaboutthousandsofpeople,butnotwhentalkingaboutoneperson---thepersonyouknow.Applyingavalidsta:s:calgenera:onalcharacteris:ctoonepersonisstereotyping.”
HaydnShaw
From Pew Research:
Manual | Day 1 | Page XX
Generational Characteristics
Ecclesiastes 7:10
• NASV:“Donotsay‘WhyisitthattheformerdayswerebeMerthanthese?’foritisnotfromwisdomthatyouask.”
• NRSV:“Donotsay,‘WhyweretheformerdaysbeMerthanthese?’Foritisnotfromwisdomthatyouaskthis.”
Generational Characteristics
Post-Election Emerging Data
• Non-ProfitQuarterly2016:“NewFormofDonorMo:va:on:Rage”• WashingtonPost,Nov.2016“Trump’selec:oninspiredmillionsinnon-profitdona:ons”
Generational Characteristics
Episodic or long-term shift?
Generational Characteristics
The Challenge: Relevance
• Largeins:tu:onswhichdonotar:culatetheirvaluesfacethechallengeofnotconnec:ngwithdonors’valueswithininashi[ingfundraisinglandscape.
• Socialjus:ce/advocacygroupsareseeingunprecedentedgiving.• Whatdidyouexperience–giving,payaMen:ontoyourvaluesandissuesofinterestinanewway?
Generational Characteristics
Fundraising is a Ministry
“Fromtheperspec:veofthegospel,fundraisingisnotaresponsetocrisis.Fundraisingisfirst,andforemost,aministry.”
ASpiritualityofFundraisingHenriNouwen
Generational Characteristics
The Greatest Generation Born before 1930
• DefinedbyGreatDepression,WWII,Patrio:sm• LoyaltotheChurch,Strongsenseofobedience• Trustgovernmentandauthority• O[enmakethe“converted”group
Generational Characteristics
Subset of TGG: The Silent Generation Born between 1930-1945
• DefinedbyColdWar,risingprosperity,awillingnesstosacrifice• Valueloyalty,conformity• Marriedearly.SetuptheChurchasweknowit.• MESSAGE:Legacy(Youbuiltthis!)• STRATEGY:Mostareconverted-visitfromauthorityfigure
Generational Giving
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Giving
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Characteristics
The Baby Boomer Generation Born between 1946-1964
• Definedbyidealismandfreedomof1960’s• Highestdivorcerateand2ndmarriagesinhistory.• Rejectestablishmentandrou:nes• Selfismoreimportantthanthegroup• Needinforma:ononimpact/howgi[willbeused• Musthavetransparencyinlightofmistrustofins:tu:ons
Generational Characteristics
The Baby Boomer Generation Born between 1946-1964
• “TheAmericanDream”waspromisedtothemaschildrenandtheypursueit.
• MESSAGE:Priori:za:onofCharitableGiving• STRATEGY:Narra:vebudget,loselanguageofobliga:on,Impacgulstorytelling.HaveACTUALrecipientsofgivingspeak,Appealtotheiridealism.Couldyourparishbewheretheyspendtheir“thirdage?”
Generational Giving
Generational Giving
Generational Giving
Generational Characteristics
How would your invitation to a Greatest Generation/Mature potential donor look different from that of a Baby Boomer?
Generational Characteristics
Generation X Born between 1965-1976
• DefinedbyIndividualism,Singleparenthouseholds,seekergenera:on,Watergate,EnergyCrisis,DualIncomefamiliesandsingleparents,FirstGenera:onofLatchkeyKids,Y2K,EnergyCrisis,Ac:vism,Corp.Downsizing,EndofColdWar,Mom’swork
• Coupledlater,entrepreneurial,cynicalofauthority• Thefirstgenera:onNOTtodoaswellfinanciallyastheirparentsdid.
Generational Characteristics
Generation X Born between 1965-1976
• Willmoveortransi:onjobs5+:mes• Wishto“experience”Church,thoughmaynotaMendregularly
Generational Characteristics
Generation X Born between 1965-1976
• Experience:edtogiving• MESSAGE:Weareapeople/communitywhocareabouteachother.Putindividualsinfrontofministries.
• STRATEGY:Yearroundthinkingongiving/don’tjustfocusonthefall,allowthemtoworkindependentlyforyouragencyandontheirownterms.
Generational Giving
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Giving
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Characteristics
Manual | Day 1 | Page 31
How would your invitation to a Generation X potential donor look different from that of a Baby Boomer?
Generational Characteristics
The Millennial Generation Born between 1977/80-2000
• Definedbybeingchildrenofdivorce,celebratediversity,sociallyconscious,DigitalMedia,childfocusedworld,schoolshoo:ngs,terroristaMacks,AIDS,9/11terroristaMacks.
• Parentsareadvocatesandfriends• Givens:DEBT!Andtechnology• Pewresearchclaimsgivingcharacteris:csaresimilartogreatestgenera:on
Generational Characteristics
The Millennial Generation Born between 1977/80-2000
• Firstgenera:onofchildrenwithschedules.• Requirementorships/rela:onshipstoaffirmdecisions• MESSAGE:Yourgi[isimportantandwillimpactlives.Now,howcanwegettoknowyou?
Generational Characteristics
The Millennial Generation Born between 1977/80-2000
• 83%ownasmartphoneandthemajorityprefermobile-friendlywebsites.
• 59%prefernewsorac:on-orientedwebsiteswithquickinforma:onallinks.
• 49%aremorelikelytogivewhentheyknowhowtheirgi[willmakeanimpact.
• 57%likeemailsthatcontainacalendarofupcomingevents.
Generational Characteristics
The Millennial Generation Born between 1977/80-2000
• STRATEGY:• Immediategra:fica:onofgiving,• onlinecommunitypresence• onlinestoriesofimpact.• Usethemforfocusgroups,asktheiropinions.• Puttheminchargeofusingtechnologiesforappeals-nolongappealleMers• U:lizetheirnetworks-havethemplaneventsthatinterestthem.
*“MidCenturyModern”iscoolagain.
Generational Giving
Generational Giving
Generational Giving
Generational Characteristics
What’s Next: Generation Z/Boomlets Born after 2001
• In2006therewerearecordnumberofbirthsintheUSand49%ofthosebornwereHispanic,thiswillchangetheAmericanmel:ngpotintermsofbehaviorandculture.
• Thenumberofbirthsin2006faroutnumberedthestartofthebabyboomgenera:on,andtheywilleasilybealargergenera:on.
• Sincetheearly1700’sthemostcommonlastnameintheUSwas‘Smith’----nowitisRodriguez.
Generational Giving
Cross Generational Giving
• Aretherestrategiesthatwork…withadifferentaudience?
Generational Giving
Common Value: The Good News!
“Whatfinallybroughtmeback,a[eryearsofrunningaway,wasn’tlaMesorskinnyjeans;itwasthesacraments.Bap:sm,confession,Communion,preachingtheWord,anoin:ngthesick—youknow,thosestrangeritualsandtradi:onsChris:anshavebeenprac:cingforthepast2,000years.Thesacramentsarewhatmakethechurchrelevant,nomaMerthecultureorera.Theydon’tneedtoberepackagedorrebranded;theyjustneedtobeprac:ced,offeredandexplainedinthecontextofaloving,authen:candinclusivecommunity.“
RachelHeldEvans
Annual Giving: Planning
Root all Fundraising in the Why
“Whenfundraisingisdoneright,thepersonaskingandthepersongivingcometogethertopar:cipateinanewthingthatGodisdoing.”
ASpiritualityofFundraisingHenriNouwen
Different Types of Giving
Annual • Funds operations • Donor gives from cash
flow • Tied to daily mission &
ministry
Capital • Funds specific
projects, often related to building
• Donor gives from assets
• Tied to future/growth of your mission
Planned • Funds perpetual
activities • Donor gives from
estate • Tied to the
continuation of your mission
Annual Giving: Planning
Annual Giving: Planning
Best Strategy for Giving: Plan Before Fall!
• Planningshouldbedonewithmeasurableobjec:ves.
• Wherepossible,listdatesforcomple:onandnamesofthosewhowillmoveac:onitemsforward.
• Itisbothplanandarchivedsothatnewplansdonotneedtobere-inventedbynewleadershipyeara[eryear.
What to do… • Choosealeader(TiggernotEeyore)• Buildacaseforsupport(datagathering)• Developatheme(fromthatdata)
• Planacommunica:onsstrategy(makeacalendar)
• PreviewthestrategyinSpring(Spring,people.)• Planingatheringwithacelebra:on
Campaign 101: The Campaign
What to do… 1. Final“thankyou”ofpreviouscampaign
2. Inclusionofcongrega:onincasedevelopment
3. Deservingthemoney
4. Metrics
5. Spiritualdepth6. Kick-off
7. EightWeeks
8. Encouragement
9. Gi[acknowledgement
10. Boldendingandask11. Communica:ons
12. Celebra:on13. Thank,review,andplan
Campaign 101: The Campaign
Who will do it… AnnualCampaignChair
• Communica:ons
• CaseDevelopment
Campaign 101: The Campaign
• VestryRecruitment
• Upto5peopleTOTAL
Who will do it… Chair
• HostedConversa:ons
Campaign 101: The Campaign
• Communica:ons
• CaseDevelopment
• VestryRecruitment
When to do it… • Createacalendar
Campaign 101: The Campaign
When to do it… • Createacalendar
Campaign 101: The Campaign
When to do it… • Dosomethingeveryday
Campaign 101: The Campaign
“The[new]systemhasmetwithunrivaledsuccessbecauseofitsflexibility,accommoda:ngitselftothediversifiedwantsofthevariouscongrega:ons.”HowtoPayChurchDebtsandHowtoKeepChurchesOutofDebt-TheRev.SylvanusStall,1881
Change Can Be Good
Annual Giving: Resources
RESOURCES:
• SampleAnnualGivingCalendar
• SampleJobDescrip:on
• CaseforSupportDevelopment
• MinistryMoment
• PledgeCardsandOnlineGiving• SampleAnnualGivingPledgeCard
• Genera:onalGiving