A presentation for the Kentuckiana clergy

1. Generosity from the Inside
Out
Rev. Michael Erwin
michael@michaelerwin.net
(812) 250-9399
www.facebook.com/generositycoach
@MErwinCFRM

2. The place where your treasure is,
is the place you will most want to
be,
and end up being.

3. 50%
52%
51%
48%
49%
47%
45% 45%
46%
47%
44%
39%
38%
35%
33%
34%
35% 35% 35% 35%
33%
34%
33%
34%
33%
32% 32%
31%
60%
50%
40%
30%
20%
10%
0%
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Giving to Religion as a Percentage
of Total Charitable Contributions

4. 1400
1200
1000
800
600
400
200
0
Total Nonprofit Organizations by Year
(in thousands)
1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

6. Effective congregational fundraising is not about money.
It’s about where your heart will go:
•Relationships
•Vision
•Trust
•Faith Formation
For where your treasure is,
there your heart will be also.

8. Why They Give?
1. Believe in a mission that changes lives
2. High regard for staff leadership (the
“CEO”)
3. Fiscal responsibility of the institution

9. How They Give?
1. Discretionary Income
2. Accumulated assets (stock, property,
etc.)
3. Legacy gifts (wills, bequests, trusts,
etc.)

10. Who Leads the Inspiration?

11. Who Leads the Inspiration?

12. Michael’s Quick Start Tips
• Generosity Discovery
(measure)
• Year-Round Generosity Plan
• Financial Planning Classes
• Missional Budget Process
• Capital Needs List
• Legacy Giving Program
• E-Giving

15. Total Donor Revenue
2010 2011 2012
Donors 89 88 94
Sum $151,190.22 $157,650.45 $157,008.91
Max $9,330.00 $16,595.00 $14,320.00
Mean $1,453.75 $1,515.87 $1,509.70
Median $560.00 $605.00 $625.00

16. Cultivate
Harvest
Celebrate

17. Missional Budget
Worship
$130,000
Disciple
$58,500
Outreach
$36,500
Caring
$42,000

18. Capital Needs List

19. Legacy Giving Program

20. E-Giving