Resource Development Committee2010 Annual Report

Sandra Nelson, ChairJan Feldman, Vice-Chair

Trustees: Thursday, September 9Session: Friday, September 10Deacons: Wednesday, September 15

2010 Re-cap and results

2010 Appeal• To-date, have raised $4.4

million in pledges and gifts against $5.4 million required for budget

• Continued the Annual Appeal as a year-round effort

• Special increased efforts with New Members

• Improved progress reporting• Launched new giving tool

for recurring gifts that improved efficiency

Lessons Learned• There is a need for an effort

like the 2009 Meet the Challenge in each year during the summer months

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2010 Primary Drivers Score Card

Individual Giving (Pledged/ Unpledged)

% Participation+

Major Gifts ++ Planned Giving

Corporation/ Foundation Giving

2010-YTD $4,493,223 38% $1,558,354 $304,457 $424,120

2010 Projected year-end

$5,430,000 40% $2,200,000 $400,000 $525,000

2010 Budget $5,430,350 n/a n/a $180,000 $584,475

2009 Actual $5,633,122 44% $2,429,039 $991,616 $547,447

+ includes both pledged and unpledged giving by members++ $10,000+ 3

MAJOR DONOR GIVING GROWTH

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YearHHs $$'s HHs $$'s HHs $$'s HHs $$'s HHs $$'s

2002 38 446,960$ 5 107,000$ 0 -$ 0 -$ 43 553,960$ 2003 32 396,321$ 7 156,000$ 0 -$ 0 -$ 39 552,321$ 2004 35 407,530$ 6 136,000$ 1 30,000$ 1 125,000$ 43 698,530$ 2005 37 445,348$ 6 138,000$ 1 30,000$ 0 -$ 44 613,348$ 2006 39 493,950$ 7 148,000$ 2 62,000$ 1 500,000$ 49 1,203,950$ 2007 46 572,930$ 11 248,400$ 2 64,000$ 0 -$ 59 885,330$ 2008 56 699,850$ 13 285,000$ 3 107,000$ 1 200,000$ 73 1,291,850$ 2009 45 543,505$ 16 351,340$ 5 178,000$ 3 478,000$ 69 1,550,845$ 2010* 63 758,554$ 11 259,000$ 6 205,000$ 3 335,800$ 83 1,558,354$

* Pledges only; previous years include unpledged as well

$10,000 - $19,999 $20,000 - $29,999 $30,0000 - $49,999 $50,000+ Totals

PARTICIPATION*

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2010 (YTD) PLEDGEDGIFTS OVER PLEDGE

AMOUNT UNPLEDGED TOTALUnits 1,108 120 436 1,607

Dollars $3,717,099 $194,591 $513,089 $4,052,193

%Participation 29% 3% 12% 38%

2009 PLEDGEDGIFTS OVER PLEDGE

AMOUNT UNPLEDGED TOTALUnits 1,130 485 615 1,745

Dollars $3,440,590 $473,916 $1,495,095 $4,935,685

%Participation 28% 12% 16% 44%

*Member-based only

NEW MEMBER PARTICIPATON GROWTH2005-2010 (YTD)

Year Families Joined

Pledging and/or Giving Households

% PRTP Pledge All Gifts Average Pledge

2010 to-date156 91 58% $ 47,412 $ 53,275 $ 1,436

2009168 53 32% $ 67,100 $ 69,646 $ 1,266

2008222 52 23% $ 104,284 $ 183,697 $ 2,005

2007198 69 35% $ 89,051 $ 116,643 $ 1,291

2006197 78 40% $ 94,666 $ 118,953 $ 1,214

2005182 101 55% $ 125,454 $ 178,813 $ 1,242

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The 2011 Annual Appeal for Fourth Church and Chicago Lights:

What’s new?• More personal, segmented letter messaging• Updated visual images showing Church Alive

moments everywhere• Regular, newsletter-like email updates• More robust and interactive web presence• Messages on Facebook included in the new

Fourth Church posting being launched this fall

Called to be a Church Alive

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The 2011 Annual Appeal Goals

• Improve communications• Present Church Alive theme and messages consistently in all vehicles

• Emphasize the need for participation and giving at the highest levels possible

• Educate and inspire more members and friends to give faithfully and succeed in raising $5.7 million

• Clearly articulate the needs of the church and the impact of gifts received

• Dispel myths about Fourth Church and Chicago Lights financial needs with facts

• Continue to maximize utilization of web and electronic communications

• Properly choreograph with early stages of Project Second Century public capital campaign kick-off in spring of 2011

• Thank, honor and encourage current supporters

Called to be a Church Alive

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It takes $10 million for Fourth Church and Chicago Lights to be a Church Alive through Worship, Education and Discipleship, and Mission and Service

Worship22%

Mission and

Service58%

Education and

Discipleship20%

WORSHIP - MISSION AND SERVICE– EDUCATION AND DISCIPLESHIP

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RESOURCES

Source Description 2011 preliminary

Member and friend giving

Includes all individual gifts to the Church and to Chicago Lights

$5,700,000

Income from invested funds

5.2% draw on the income from our invested funds

$1,900,000

Program fees Includes mission trips, Carnaval, and Chicago Lights receipts

$1,425,000

Chicago Lights Grants Corporate, Foundation & Government Grants

$550,000

Other Bequest funds used for operations, soft drink income, memorial gifts and interest income

$250,000

Lilly Grant Multi-year grant supporting the Pastoral Residency program

$125,000

Day School Benefit Annual fund-raising event for the Day School $25,000

Lorene Replogle Counseling Center

Annual grant received from the Replogle foundation

$25,000

TOTAL $10,000,000

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Where the resources go

2010 2011 Challenge

WORSHIP $ 2,200,000 $2,200,000

MISSION AND SERVICECHICAGO LIGHTS

CONGREGATIONAL

COMMUNITY

$2,200,000

$1,100,000

$2,400,000

$2,200,000

$1,200,000

$2,400,000

EDUCATION AND DISCIPLESHIP

$2,000,000 $2,000,000

GRAND TOTAL $9,900,000 $10,000,000

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2011 Plan: Summary Called to be a Church Alive!

• Key Dates• Initiatives for Success• Relation to P2C capital campaign• How you can help

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• Kick-off Sunday, September 19

• Special Sermons on 9/19 and 10/31

• Minutes for Discipleship on 9/26 and 10/24

• Pledge materials mailed September 27

• Commitment Sunday, October 31 in coffee hour

• Follow-up calls in January and February

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2011 Plan: Key Dates Called to be a Church Alive!

• Opportunities to pledge/give electronically in coffee hour and the Narthex

• Visual images throughout the church

• More robust email campaign

• Continue major gifts growth and development

• Series of combination P2C advance commitment and Annual Appeal events this fall

• Celebration and cultivation events spaced throughout the year

• Fall and Winter Coffee Hour presence

• Year-round updates and reporting

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2011 Plan: Initiatives for Success Called to be a Church Alive!

We need the building envisioned in Project Second Century to continue to be a Church Alive –expanding opportunities for

Worship, Education and Discipleship, and Mission and Service

• Worshipo We welcome nearly 2,000 people over 4 services each Sunday and need more

room and better facilities so that we have space that facilitates and enhances our fellowship together.

• Education and Discipleshipo We educate and nurture our many and ever increasing number of children –

for whom we currently have insufficient space.

• Mission and Serviceo We need better kitchen and dining facilities to support and enhance the

dinner and bag lunch programs we already have. We’re at the maximum for Sunday Night Supper and continue to see increases in the needs for bag lunches, groceries and the share shop each week.

o We need more intimate spaces to create and gather care and bridge teams to care for our members and friends who are sick, injured or otherwise home-bound. 15

2011 Plan: Relation to P2C Called to be a Church Alive!

• Renew and increase your pledge as you are able and return your card by September 23

• Talk with fellow members about why your commitment is important to you

• Attend the special October 31 coffee hour

• Share committee needs and hopes with staff

• Volunteer to help make calls in December, January and February

• Contribute pictures, drawings, poems or other items to boards in Anderson Hall

• Dispel myths

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2011 Plan: How you can help Called to be a Church Alive!

Myth FactI don’t need to give to Fourth Church or Chicago Lights because they are fully funded by gifts of very wealthy members.

Nearly half of the gifts we received in 2010 were from people who give between $1 and $100 per week. The average pledge is $2,700 per year or about $52 per week.

If you don’t give, who will?

Fourth Church and Chicago Lights must have all the money they need because their programs and activities are expanding yearly.

The potential growth opportunities for Fourth Church and Chicago Lights ministries and programs have been constrained by lack of additional funds. While the church gains about 250 additional members each year, our resources have not kept pace with our membership growth.

Because of its large endowment, Fourth Church and Chicago Lights and their staff and program budget are indefinitely and fully funded.

It is true that the Church and Chicago Lights have invested funds that are treated as endowment. However, being vigilant stewards of this resource demands that we only draw a percentage of the income generated. Because of our own discipline to reduce the percentage we take each year, and the market’s most recent decline, the draw that we depend on continues to shrink.

Fourth Church fundraising:Myths v. Facts

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Thank you!The Resource Development Committee

Sandra Nelson, Chair Jan Feldman, Vice-ChairMark AgertonBetty BergstromGerry BloomerStu BradleySam EvansAnn KingstromJean Marie Koon

Marc MillerDeborah MitchellGinger PillmanBeth TruettSeth TuscherStaff:– Kathryn Johnson– Lisa Radetski – Marty Sherrod

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