What to Expect
Project Resource will be an intensive 3-day course where we explore our own relationship with money, our “why,” generational characteristics of giving, annual giving and campaigns, major gifts, and planned giving.
Giving of oneself financially unlocks a part of our hearts where God can do incredible work, both in us and through us. As part of our baptismal covenant, we believe we are called to reconcile ourselves to one another and to God. Fundraising is not a means to an end. Rather, fundraising as ministry is a radical act of reconciliation; a process that can both draw the giver closer to God and repair an unjust world. Project Resource provides the tools to inspire radical generosity and engage faith communities in this life-changing work. Join us on the journey of changing a culture of stewardship in The Episcopal Church.
The training will begin by talking about making mission possible, about dreaming together, and defining the factors of success. We’ll explore our own money narratives and theologies of giving. We talk about framing our conversations around our "why" and incorporating these communications strategies into our donor interactions. We'll also talk about generational characteristics of Matures, Baby Boomers, Generation X, Millennials, and Generation Z. We'll explore strategies of reaching each generation in the context of stewardship.
This second day will focus on annual giving. We'll talk about different types of giving and strategies for planning a successful campaign. When you break down an annual campaign to an intentional monthly calendar, the to-dos are possible! We talk about how to plan, create, launch, track, succeed, celebrate, and thank within an annual cycle. We'll also explore communications tools and creative ways to develop campaign themes that make an impact. In the afternoon, we'll dive deep into defining major gifts, constituency models, roles and responsibilities, how to make asks for major gifts, and setting goals. To wrap up the day, you'll explore how to take Project Resource home to model stewardship in your own context as a team.
The final day will focus on planned giving and the science of giving. We'll return to the "why" and how relationships and expressions of values and priorities are central to successful stewardship. We'll explore tried and true strategies of donor advised funds and endowments as well as case studies of people who are of different generations. We'll end our time together by talking about how to incorporate measurable objectives of stewardship in your parish.