Fund Gathering/Raising Perspective 0123-02  ZZall

              - - - Rejoice in the Lord always ... again I say Rejoice !!! - - -


                             TO:  Interested Ministries                                                FROM: Jim Bramer, Retired Auditor- CPA
                                                                                                                             FILE:  0123-02/all

                              RE:  Fund Gathering/Raising Perspective                   Originated:    February 1997                                                


        Below is a transcript of another hypothetical Online conversation, or THRD, between  Jim@bcidot.org  and members of a M)inistry F)inance Team - MFTeam: the MFTeam members consist of  PAT (Ministry Executive), LEE (Volunteer Board Treasurer), and FRAN (Ministry Computer Bookkeeper).   Click here and go to List of threads (THRDs) at www.bcidot.org


FR: PAT
        I really appreciate these THRDs, Jim ... please keep them coming!!  A topic that you have NOT covered up to this point is FUND RAISING. Give me some of your perspective on this vital topic.

FR: JIM
        You are right, Pat .... I prefer the term "FUND GATHERING"  to "FUND RAISING", because that is what is really happening, and it's a topic that many MFTeam members are not too comfortable with.

FR: PAT
        Before you go too much farther, let me remind you of a few things, Jim. Our Ministry is under $900,000 annual income and we operate ------

  • Church Ministry;
  • School (P-12) Ministry;
  • Radio Program ...
  • Plus we operate a year round Camp/Conference Center.

         So you can see, we are not large but multi-faceted; our annual report shows the following ratio of revenue types:

    Source:

 Ratio:

Donations

Public

18.94

Church

23.82

   Sub-Total

42.76

Earned Income

Schools,

camps,

Events

56.01

AllElse Income

1.23

    Total

100.00

     It seems to me that finance people do well with handling finances after they 'hit the door', but as you can see we need to prayerfully "RAISE" towards half of our annual income from the Public and our Church.
     So I guess, Jim, my heart is heavy because so much of this FUND RAISING in expected of me as the higher profiled 
'mover and shaker' of this Ministry. Yes, I need to do my part, but it would seem that it is NOT that God-honoring to have it be so one person focused.
        Any comments, Jim?

FR: JIM
    Thanx for sharing, Pat.
     I believe I understand ...... as one of our sons has been on the Mission field and one of his gravest concerns was 'asking people for money'; but the Lord provided!  The MFTeam has financial resource responsibilities; it needs to do its prayerful part in:

  • G E T T I N G

  • P R E S E R V I N G

  • U T I L I Z I N G

        With regard to the "GETTING" from the Christian public, we pragmatic MFTeam-ers would probably feel better 'turning it over to the experts'. As you know there are a number of very respectable Fund Raising firms out there.

FR: PAT
        From your view, Jim, just exactly how should the MFTeam meet its "GETTING" responsibilities?

FR: JIM
        As your profile above demonstrated, Pat, the income of Ministries is divided between EARNED INCOME AND PUBLIC/Member DONATIONS:

EARNED INCOME

        First, let me know if would like more info with regard to the above Earned Income. Obviously, realistic fees (including school tuition) need to be charged so that all operating costs will be covered. Few Schools and Camps rely on Donations to meet operating expenditures. Special projects might be funded by Donations.
        The major MFTeam concern here is that too much of such fees are NOT collected; especially at Schools. Please  Go Here  for School Acct Receivable management and collection available.

PUBLIC DONATIONS

        It is foundational that a Ministry 'spell out' in writing its Fund Gathering (Raising) philosophy and strategies. When the Board concludes corporate answers to the questions below, you go a long way to having such policies in writing.

Yes

No

Huh?

1>

The Lord is the source of all the Ministry's money and financial

assets and they all belong to Him; we are his stewards, or trustees,

over funds entrusted to us by our constituents and the Lord will

ultimately hold us responsible for their use.

____

____

____

2>

We are a part of His ministry and the Lord is not poor. He will

supply the financial needs of His endeavors. We should tell ONLY

the Lord of the Ministry's financial needs and NOT communicate

such needs, by spoken or written word, to others.

____

____

____

3>

We adhere wholeheartedly to the above items 1> and 2>. We can,

however, be used as the Lord's vehicle to inform others of various

financial needs in the Ministry. We should use every discrete

means at our disposal to make the needs known.

____

____

____

4>

"Hardsell" at it's extreme would be a "1" and is defined as "always

asking for money; "softsell" at it's extreme is a "10" and is defined

as "never asking people for money." Our desire is to be perceived

by our constituents as a number - - - - - - - - - - - - - - - - - - - - - -  _______

5>

Since the Lord owns everything, we believe that funds should

be gathered from all sources; Christian and non-Christian. This

includes all types of interested Foundations.

____

____

____

6>

We desire to make mailings to people. We want to convey

"non-financial appeal" news and make financial needs known to all

constituents via the mail. The approximate number of times during

the year that we expect to mail out financial appeals are: -- - - - - - -

     ______

7>

When appropriate, we will make use of Fund Raising

professionals.

____

____

____

MEMBER DONATIONS

        "Yes" or "No" answers to the following statements should provide the needed Fund Gathering answers to the Church Board of Leadership.

YES

NO

A>

We have concluded our Fund Gathering philosophy in

a separate document.

____

____

B>

We will teach our people Righteous Personal Finance

so they can give to the church as part of their overall

stewardship responsibilities.

____

____

C>

We will annually conclude if there is to be a Sunday

whereby these matters should be emphasized.

____

____

D>

Our people are expected to tithe in principle.

____

____

E>

Our people are expected to formally pledge their

annual commitment in writing.

____

____

F>

Our emphasis is to have the Church operation funded

by the current constituency ... NOT by any of the

non-church areas of our Ministry, or by deceased

former members.

____

____

G>

We will NOT allow any fund raising effort that might

be construed as gambling.

____

____

We wish you good Fund Raising .... whoops ...  I  intended to say Fund Gathering.


      The bulk of this Publication originated in February 1997 and was     UPTD: January 03, 2010

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      (1) An Online Document, or WRIT (Writing),  may be applicable to all Ministries, or it may be designed for just groups like: Evangelical Church, School, Missionary Agency or Organization, Christian Camp / Conference, or other named group.
      (2) WRIT formats include the perspective of   Jim@bcidot.org  via IOMs (Inter-Office Memos) to the Ministry Finance Team (MFTeam); THRDs, a hypothetical Online conversation with members of the MFTeam; GLEANINGS, or Scripture within context of the MFTeam; FWIW; A periodic editorial (For What it is Worth); TRUISM, or believed Ministry Finance principles; and via FAQ, response to Frequently Asked Questions