Comprehensive Church Solutions for Financial Growth and Generosity
Comprehensive church solutions:
www.midatlanticfoundation.org
Jack Brooks, Executive Director: 484-762-8211
Frank Robert, Associate Director: 410-309-3475
Tracy Brown, Operations Manager 484-762-8211
Annabel Lusardi, Coordinator of Support Services
Tom Black, Chairman of the Board
Mission and Vision
3
Mission
:
“
To develop a culture of Generosity and grow Financial
Resources with our ministry partners
.”
Vision:
“
F
i
n
a
n
c
i
a
l
l
y
h
e
a
l
t
h
y
c
o
n
g
r
e
g
a
t
i
o
n
s
a
n
d
c
o
n
f
e
r
e
n
c
e
s
t
o
m
u
l
t
i
p
l
y
G
o
d
’
s
w
o
r
k
i
n
t
h
e
W
o
r
l
d
”
Source - MAUMF Strategic Plan 02/11/2018
.
Our Investment Platform 2020
2
The investment platform provides a unique “Common Fund” investment
approach to pool ministry resources.
Key Advantages:
•
Reduced Investment Management Fees
•
Eliminate Transaction Cost
•
Increased Diversification
•
Have Identifiable Performance Goals
•
Socially Responsible Investment Screening
•
24/7 Church Investment Monitoring
Certified Fiduciary 2017 - 2020
2
The first faith foundation in the world to become a
Certified Fiduciary
Certified Fiduciary 2017 - 2020
2
A
Certified Fiduciary always places your interest above their own
Certified Fiduciary 2017 - 2020
2
The information in this program has been proven
effective in growing a culture of generosity in
congregations and comes from our partnership
with leading authors in generosity education.
E
n
g
a
g
i
n
g
y
o
u
r
k
e
y
d
o
n
o
r
s
•
They know the challenges and they are probably
willing to help but they need a personal ask
•
Always start the conversation with “thank you”
•
Find out what is their motivation to give
S
t
a
y
i
n
g
c
o
n
n
e
c
t
e
d
w
i
t
h
t
h
e
m
i
d
d
l
e
g
i
v
e
r
s
•
Stay focused on the mission and ministry of the
church
•
Emphasize how people can share time and talent
as well as treasure
•
Have regular conversations about generosity – in
and out of the pulpit
R
e
a
c
h
o
u
t
t
o
m
e
m
b
e
r
s
o
n
t
h
e
m
a
r
g
i
n
s
•
Let them know they are not forgotten
•
Ask how the church can serve them
•
Be creative about how they can serve the church
A
s
y
o
u
d
e
v
e
l
o
p
a
c
u
l
t
u
r
e
o
f
g
e
n
e
r
o
s
i
t
y
t
h
e
r
e
a
r
e
3
c
o
r
e
c
o
n
c
e
p
t
s
t
o
c
o
n
s
i
d
e
r
:
1. The reasons people give
2. The 3 pockets of giving
3. Year-round stewardship
1
.
T
h
e
r
e
a
s
o
n
s
p
e
o
p
l
e
g
i
v
e
•
Belief in the mission
•
Trust in the staff
•
Fiscal responsibility
2
.
T
h
e
3
p
o
c
k
e
t
s
o
f
g
i
v
i
n
g
•
Annual
•
Capital
•
Planned Giving is Legacy Giving
3
.
Y
e
a
r
-
r
o
u
n
d
S
t
e
w
a
r
d
s
h
i
p
•
Continuous reminders of generosity, instead
of one “big push” in the fall
•
Narrative budget vs line-item budget
•
Creates a “culture of generosity”
Legacy Giving and Planned Gifts
First, Let’s Sweep Away the Myths
MidAtlanticFoundation.org
A.
“Our donors are different.”
B.
“Our donors do not have the capacity to make planned
gifts.”
C.
“Our donors are not interested in planned gifts”
D.
“Our donors prefer we not talk to them; they won’t take
our calls.”
E.
“Our Church Is different; we do not need planned gifts.”
Why make an effort for planned gifts?
MidAtlanticFoundation.org
1.
Billions are passed to the next
generation each year
2.
Every major non-profit asks a
minimum of 4 times a year
3.
Donors have many ways they can
leave a gift
4.
Stability of an organization is based
on financial security
5.
The gifts often take the organization
into new ministry
TALKING WITH A DONOR TODAY
Remember......
Its not a sales call, it is outreach
You aren't “talking them into something”
You are a match maker
You are a tour guide to generosity
You are on the Ministry team of Fundraising and Friendraising
Knowing your donor better:
MidAtlanticFoundation.org
•
How is your family? Children? Parents?
Grandchildren?
• What do you do? How did you get into this work? Or,
tell me how you started your business.
• What does your spouse/partner do?
• How did you and your spouse/partner meet?
• Have you taken a great vacation lately? Where do you
like to spend time away?
• Does your family do philanthropy together?
• Do you serve on any other nonprofit boards?
What motivates your donor?:
MidAtlanticFoundation.org
•
What do you enjoy most when making a gift to a charity?
•
What has been the most meaningful aspect of your
involvement with our Church?
•
Where does our Church fit/rank among your charitable
interests?
•
If you made a gift, what would you like to see it accomplish?
•
Have you considered long-term plans to support your areas of
interest and your philanthropy?
•
Have you thought about what you want your legacy to be?
•
Why have you been so generous through the years?
Legacy gifts and Endowment Funds:
MidAtlanticFoundation.org
A donor may be considering a planned gift at this time.
These life events prompt many people to consider their legacy
and how they want to live the remainder of their life.
The Foundation will reach out to a legacy donor on behalf of the
church.
The Foundation will help any church establish a legacy program
and endowment fund.
Comprehensive church solutions:
www.midatlanticfoundation.org
Jack Brooks, Executive Director: 484-762-8211
Frank Robert, Associate Director: 410-309-3475
Tracy Brown, Operations Manager 484-762-8211
Annabel Lusardi, Coordinator of Support Services
Tom Black, Chairman of the Board
Comprehensive Church Solutions at www.midatlanticfoundation.org offers a unique investment platform and has achieved certification as a fiduciary. Their mission is to cultivate a culture of generosity and financial stability within congregations. Key services include engaging key donors, staying connected with middle givers, and providing socially responsible investment options. Discover how they can help your church thrive financially and make a greater impact on the community.
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Presentation Transcript
Comprehensive church solutions: www.midatlanticfoundation.org Jack Brooks, Executive Director: 484-762-8211 Frank Robert, Associate Director: 410-309-3475 Tracy Brown, Operations Manager 484-762-8211 Annabel Lusardi, Coordinator of Support Services Tom Black, Chairman of the Board
Mission and Vision 3 Mission: To develop a culture of Generosity and grow Financial Resources with our ministry partners. Vision: Financially healthy congregations and conferences to multiply God s work in the World Source - MAUMF Strategic Plan 02/11/2018.
Our Investment Platform 2020 2 The investment platform provides a unique Common Fund investment approach to pool ministry resources. Key Advantages: Reduced Investment Management Fees Eliminate Transaction Cost Increased Diversification Have Identifiable Performance Goals Socially Responsible Investment Screening 24/7 Church Investment Monitoring
Certified Fiduciary 2017 - 2020 2 The first faith foundation in the world to become a Certified Fiduciary
Certified Fiduciary 2017 - 2020 2 A Certified Fiduciary always places your interest above their own
Certified Fiduciary 2017 - 2020 2 The information in this program has been proven effective in growing a culture of generosity in congregations and comes from our partnership with leading authors in generosity education.
Engaging your key donors Engaging your key donors They know the challenges and they are probably willing to help but they need a personal ask Always start the conversation with thank you Find out what is their motivation to give
Staying connected with the middle givers Staying connected with the middle givers Stay focused on the mission and ministry of the church Emphasize how people can share time and talent as well as treasure Have regular conversations about generosity in and out of the pulpit
Reach out to members on the margins Reach out to members on the margins Let them know they are not forgotten Ask how the church can serve them Be creative about how they can serve the church
As you develop a culture of generosity there As you develop a culture of generosity there are 3 core concepts to consider: are 3 core concepts to consider: 1. The reasons people give 2. The 3 pockets of giving 3. Year-round stewardship
1. The reasons people give 1. The reasons people give Belief in the mission Trust in the staff Fiscal responsibility
2. The 3 pockets of giving 2. The 3 pockets of giving Annual Capital Planned Giving is Legacy Giving
3. Year 3. Year- -round Stewardship round Stewardship Continuous reminders of generosity, instead of one big push in the fall Narrative budget vs line-item budget Creates a culture of generosity
Legacy Giving and Planned Gifts First, Let s Sweep Away the Myths A. Our donors are different. B. Our donors do not have the capacity to make planned gifts. C. Our donors are not interested in planned gifts D. Our donors prefer we not talk to them; they won t take our calls. E. Our Church Is different; we do not need planned gifts. MidAtlanticFoundation.org
Why make an effort for planned gifts? 1. Billions are passed to the next generation each year 2. Every major non-profit asks a minimum of 4 times a year 3. Donors have many ways they can leave a gift 4. Stability of an organization is based on financial security 5. The gifts often take the organization into new ministry MidAtlanticFoundation.org
TALKING WITH A DONOR TODAY Remember...... Its not a sales call, it is outreach You aren't talking them into something You are a match maker You are a tour guide to generosity You are on the Ministry team of Fundraising and Friendraising
Knowing your donor better: How is your family? Children? Parents? Grandchildren? What do you do? How did you get into this work? Or, tell me how you started your business. What does your spouse/partner do? How did you and your spouse/partner meet? Have you taken a great vacation lately? Where do you like to spend time away? Does your family do philanthropy together? Do you serve on any other nonprofit boards? MidAtlanticFoundation.org
What motivates your donor?: What do you enjoy most when making a gift to a charity? What has been the most meaningful aspect of your involvement with our Church? Where does our Church fit/rank among your charitable interests? If you made a gift, what would you like to see it accomplish? Have you considered long-term plans to support your areas of interest and your philanthropy? Have you thought about what you want your legacy to be? Why have you been so generous through the years? MidAtlanticFoundation.org
Legacy gifts and Endowment Funds: A donor may be considering a planned gift at this time. These life events prompt many people to consider their legacy and how they want to live the remainder of their life. The Foundation will reach out to a legacy donor on behalf of the church. The Foundation will help any church establish a legacy program and endowment fund. MidAtlanticFoundation.org
Comprehensive church solutions: www.midatlanticfoundation.org Jack Brooks, Executive Director: 484-762-8211 Frank Robert, Associate Director: 410-309-3475 Tracy Brown, Operations Manager 484-762-8211 Annabel Lusardi, Coordinator of Support Services Tom Black, Chairman of the Board
