Stewardship Presentation Outline 1. What do you think of when you - - PDF document

Stewardship Presentation Outline

• 1. What do you think of when you hear the word, “Stewardship”?
• a. Has become synonymous with “fundraising”
• b. It’s all about money
• c. We don’t talk about it in church most of the year
• d. Fall fire drill in many churches
• e. We don’t know how to do it well
• f. Discomfort level
• g. Embarrassed to talk about money
• h. Embarrassed to ask for money
• i. Have had bad experience in the past
• j. Lack of understanding of what stewardship is
• 2. What is Stewardship?
• a. Not a campaign, but a way of life
• b. Not what we do, but how we live
• c. It is about a relationship with God, trust in God
• d. Synonymous with discipleship—stewardship is discipleship!
• 3. The “game” (focus) has changed.
• a. Churches no longer enjoy special status with many donors
• b. Donors view giving as “social investment” – Which organizations give the

highest return on my investment (gift)?

• c. There is a competitive environment for giving
• d. Why do people give to the Church? How would the world be different if

my church ceased to exist? Would anyone even notice?

• 2. Barriers to giving
• a. The recession has revealed (magnified) the underlying barriers to effective

financial and stewardship ministries that reside in the church. The barrier is a focus on money and not on God.

• b. Church economy vs. national economy
• 3. Why do people give?
• a. Belief in the mission
• i. Changes lives
• ii. Makes a difference
• iii. Tell stories

• b. Belief in Leadership
• i. People give to people – relationships matter
• ii. Confidence in CEO/Executive Director/Pastor
• iii. Fundraising skill / Results
• c. Financial stability/accountability
• i. People give to “Winners” not “Sinking Ships”
• ii. Results are important. Need to share the story.
• 4. Benefits to Donor
• a. Intangible
• i. Faith in God. God is the giver of all that we have
• ii. Support the mission and ministry of the church
• iii. Statement of personal values
• iv. Begin or encourage family philanthropy
• b. Tangible
• i. See results in mission and minstry
• ii. Bypass or reduce capital gains tax
• iii. Increased income
• iv. Charitable deduction
• v. Avoid or reduce Estate Tax (if applicable)
• 5. Cultural obstacles
• a. Materialist view “He who dies with the most toys wins .”
• b. God helps those who help themselves
• c. Pull oneself up by one’s own bootstraps
• 6. Comprehensive Christian Stewardship
• a. Lifestyle—following the example and teachings of Jesus
• b. Belief--God is the Giver of all that we have. We are the stewards

(managers, caretakers, custodians).

• c. This belief informs and motivates all of life
• i. Every thought
• ii. Every decision
• iii. Every action
• iv. Every word

• d. Priorities
• i. Biblical Teaching
• ii. Checkbook
• iii. Calendar
• e. Made in the image of God
• i. God is a Giver. He gave His Son Who gave His Life!
• ii. We are by divine nature givers, too
• iii. Our need to give vs. church’s need to receive
• 7. Generational Differences
• a. WWII / Silent Generation (pre-1945)
• i. Shaped by the Great Depression and WWII
• ii. Pull Together
• iii. Community benefits all / Belonging
• iv. Government, churches, etc. exist to solve problems
• v. Institutions are the means to change society
• 1. Social Security Act
• 2. Johnson’s Great Society
• vi. Commitment to support church with time, talent, tithes, etc.
• vii. Committed to bring about the Kingdom of God on earth through the

work of the church.

• viii. Generation that gives the most to charity
• ix. Defining moment – December 7, 1941 (Bombing of Pearl Harbor)
• b. Baby Boomers (1945 – 1964)
• i. Motivated by causes
• ii. Shaped by institutional failures
• 1. Kennedy assassination, Vietnam, Crooked Televangelists,

Enron Scandal, etc.

• 2. Lack of trust in business leaders
• iii. Institutions are the problem not the solution
• iv. Better to change society one person at a time
• v. Wesley would have loved their commitment to changing the hearts
• f people.
• vi. Looking for a Boomer – check in the self-help section at Barnes &

Noble

• vii. Look for causes or projects that are effective and successful
• 1. Habitat for Humanity
• 2. Stop Hunger Now
• viii. Generation that gives more time to charity

• ix. Want to create solutions rather than use existing institutional

solutions

• x. Defining moment – November 22, 1963 (Kennedy Assassination)
• c. Generation X
• i. Share many Boomer traits
• ii. Motivated by overall fulfillment
• iii. Concerns about career
• iv. Demand more accountability than Boomers – Want to be assured

that their gifts are being used efficiently

• v. Note of cynicism is present in many
• vi. Generous when they believe in the project
• vii. Likely to give time to short-term projects with endpoint
• viii. Are returning to more traditional values
• ix. Defining moment – January 28, 1986 (Challenger Explosion)
• d. Millenials
• i. Children of Boomers and Gen X
• ii. Do what you love, love what you do
• iii. Shaped by celebrity, media, open-minded
• iv. Technologically savvy, connected
• v. 1st generation to do “worse” than parents
• vi. Indebtedness => Stewardship???
• vii. Defining moment – August 31, 1997 (Princess Diana)
• 8. Stewardship Basics
• a. With all that we are and with all that we have—total commitment
• b. Mission Statement
• c. Messages
• 9. Master Plan for Ministries
• a. What does the church do?
• b. Where does the church minister?
• c. How does the church evaluate?

10. Master Plan for Facilities

• a. What is the “Theology of Use”
• b. What facilities are needed?
• c. What is maintenance and replacement plan?

11. Local Church Budgeting / Reporting – Present information in multiple formats

• a. Line item based
• b. Ministry/Program based
• c. Goals/Cost based

12. The “3-Legged Stool of Fundraising”

• a. Institutional perspective
• i. Annual Fund
• ii. Capital Campaign
• iii. Planned Giving / Endowment Programs
• b. Donor Perspective
• i. Regular Gifts
• ii. Special Gifts
• iii. Ultimate Gifts

13. Sources of Gifts: Income or Assets

• a. Income
• i. Wages and salaries
• ii. Investment income
• iii. Retirement benefits
• iv. Anything that contributes to household cash flow
• b. Assets
• i. Savings
• ii. Real estate
• iii. Securities
• iv. Collections
• v. Any assets we have accumulated

14. Regular Gifts

• a. Relatively small
• b. Repetition anticipated
• c. Mass-oriented methodology, impersonal
• d. Example – Donor gives $100 per year to organization, expect occasional

increase from year to year

• e. Gift made by check, unrestricted
• f. Source: Income

15. Special Gifts

• a. Larger than regular gifts
• b. Repetition anticipated, but less frequently
• c. Typically given in response to specific goal, more likely to be restricted
• d. Often in context of campaign or other high-profile approach
• e. Example – Donor gives $10,000 over three years to help build new camp

dining hall

• f. Source: Income and Assets, mix varies

16. Ultimate Gifts

• a. Largest gift one is capable of forming the donative intent to make
• b. “Once in a Lifetime” decision
• c. Evolve over time, long-term relationship and personal cultivation
• d. For most people, magnitude of gift means that it can only be given through

their estate

• e. Example – Donor gives $250,000 to endow a program of special interest
• f. Source: Accumulated assets

17. Thank You!