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

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

Purchase your copy at http://merskyjaffe.com/?p=6566

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

2015 Contributions: $373.25 billion Source: Giving USA Foundation GIVING USA 2016

Who receives the $373.25 billion? Source: Giving USA Foundation GIVING USA 2016

How does religion affect fundraising?

2016 Mersky, Jaffe & Associates Religious Philanthropy

Clergy, Staff, and Volunteer Leadership must all work together

GAINS: The 5 essential tasks and responsibilities

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

GIVE Clergy Staff Volunteer Leaders

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

ACKNOWLEDGE Clergy Staff Volunteer Leaders

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

IDENTIFY Clergy Staff Volunteer Leaders

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

ENGAGE Clergy Staff Volunteer Leaders

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

SOLICIT Clergy Staff Volunteer Leaders

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

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, emails, social media Send reminders and meeting reports Keep calendar and solicitation schedule

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

It is All About Leadership Purchase your copy at http://merskyjaffe.com\?p=5916

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

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

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

Enduring Jewish Values

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:

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

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

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

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, 2017 1pm EST

Mersky, Jaffe & Associates Financial and Human Resource Development Solutions for Nonprofits 800.361.8689 413.556.1074 fax www.merskyjaffe.com OFFICES IN BOSTON AND NEW YORK