Successful Synagogue Fundraising: The Role of Clergy, Staff, and Volunteer Leadership in the Development Process

Transcription

1 Successful Synagogue Fundraising: The Role of Clergy, Staff, and Volunteer Leadership in the Development Process

2 Purchase your copy at

3

4 The State of Philanthropy in America Today: A View from the Field

5 2015 Contributions: $ billion Source: Giving USA Foundation GIVING USA 2016

6 Who receives the $ billion? Source: Giving USA Foundation GIVING USA 2016

7 How does religion affect fundraising?

8 2016 Mersky, Jaffe & Associates Religious Philanthropy

9 Clergy, Staff, and Volunteer Leadership must all work together

10 GAINS: The 5 essential tasks and responsibilities

11 GIVE Their gift makes a difference Their gift empowers them to serve as an advocate and ambassador Their gift enhances their credibility to ask others to give

12 GIVE Clergy Staff Volunteer Leaders

13 ACKNOWLEDGE Acknowledge contributions in personally written letters and calls Tell donors how valuable their gift is Recognize donors at events personally

14 ACKNOWLEDGE Clergy Staff Volunteer Leaders

15 IDENTIFY Review existing prospects and donors Identify others from communal, professional or personal contacts

16 IDENTIFY Clergy Staff Volunteer Leaders

17 ENGAGE or if you prefer NURTURE Educate and encourage prospects to support the organization Host a meeting at home for major gift prospects Conduct one-on-one encounters to engage prospects

18 ENGAGE Clergy Staff Volunteer Leaders

19 SOLICIT People give to people Approach people with whom they are comfortable By asking others to give, leaders fulfill their responsibility to provide financial resources Build a community of donors and funders

20 SOLICIT Clergy Staff Volunteer Leaders

21 Role of Clergy Support the effort Articulate the vision with passion Be a cheerleader, a nudge, a coach Celebrate and commiserate Engage with authenticity and integrity

22 Role of Staff Support the effort Articulate the vision with passion Be a cheerleader, a nudge, a coach Provide information Develop proposals, letters and supporting materials Coordinate letters, s, social media Send reminders and meeting reports Keep calendar and solicitation schedule

23 Role of Board Support the effort Articulate the vision with passion Be a cheerleader, a nudge, a coach Encourage others to join committee Personally communicate throughout the year Do what they say they will do

24 It is All About Leadership Purchase your copy at

25 Identification and Research Review membership list Staff Consider previous congregational giving Staff Data Screening - External Clergy, staff and board offer additional insight Anecdotal information is essential Clergy, staff and board

26 Cultivation and Solicitation Setting up meetings Solicitor(s) Clergy, Staff and Board as needed Encouraging 100% Participation Tracking interactions and next steps 1 person charged with recording new data Ask donors to encourage their friends to join them in their gift Clergy, Staff, Board

27 Stewardship Develop stewardship plan Board and Staff Provide updates about the impact of their donation - Staff Highlight donors in your newsletter- Staff Explain how a gift deepens the connection Clergy, Staff, Board Thank them again and again - Clergy, Staff, Board

28 Enduring Jewish Values

29 Enduring JewishValues אלו דברים שאין להם שעור: שאדם אוכל פרותיהם בעולם הזה והקרן קימת לו לעולם הבא: ואלו הן-- These are the obligations without measure, whose reward, too, is without measure:

30 Enduring Jewish Values To honor father and mother; to perform acts of love and kindness; to attend the house of study daily; to welcome the stranger; to visit the sick; to rejoice with bride and groom; to console the bereaved; to pray with sincerity to make peace when there is strife. כבוד אב ואם וגמילות חסדים והשכמת בית המדרש שחרית וערבית והכנסת אורחים ובקור חולים והכנסת כלה ולוית המת ועיון תפלה והבאת שלום בין אדם לחברו

31 Enduring Jewish Values ותלמוד תורה כנגד כלם And the study of Torah is equal to them all, because it leads to them all. --Shabbat, 127a

32 Enduring Jewish Values מגבאי חלקי יהא יוסי רבי אמר צדקה ממחלקי ולא צדקה Rabbi Yossi said: May my portion be with those who collect tzedakah and not with those who distribute it. --Shabbat 118b

33 Upcoming Webinars in the Series Webinar 2: The Annual Fund Not Just on Yom Kippur Anymore December 21, 2016, 1pm EST Webinar 3: The Major Gift Engagement Plan for Your Synagogue January 18, 2017, 1pm EST Webinar 4: Creating the Strategy for Each Donor February 15, 2017, 1pm EST Webinar 5: Stewardship: The Path to Donor Retention March 16 th, pm EST

34

35 Mersky, Jaffe & Associates Financial and Human Resource Development Solutions for Nonprofits fax OFFICES IN BOSTON AND NEW YORK