Growing Healthy Stewards in Your Diocese – a year-round stewardship education program for parishes Mr. Peter Misiaszek, CFRE June 6, 2014 TENS Conference Atlanta, Georgia About Our Diocese The Incorporated Synod of the Diocese of Toronto founded 1839 A.D. 205 parishes covering 26,000 square kilometers stretching from Mississauga to Brighton and north to Haliburton. Largest Anglican Diocese in Canada (by # of parishes and members) and includes the City of Toronto (population 2.5 million+) and considered to be most multicultural city in the world. About Our Diocese • Culturally diverse congregations including: Chinese, Filipino, French, Hispanic, Japanese, Korean, Tamil. • Parishioners originate from all parts of the world including: Africa, the Caribbean, Europe, India, Middle East, Pakistan, Sri Lanka. • Diocese includes 4 episcopal areas, each with its own suffragan (assistant) bishop. • First Canadian Anglican Diocese to have a female bishop (The Rt. Rev. Victoria Matthews) and first and only Asian Bishop in Canada (The Rt. Rev. Patrick Yu). Demographics Overall ASA declined from 2000-2013 Sunday attendance increased in 29% of parishes in 2013 Number of givers has declined since 2000 –accelerated since 2009 Offertory giving has crested at just over $32mm Average annual gift per giver has increased every year since 2001 – stands at $1,215 Every parish that engaged in some stewardship program increased their giving in 2013 ASA & Easter Attendance Decreased Number of Givers Offertory Growth Average Gift FaithWorks Support Evolution of Stewardship Education 1988-1990 – Faith in Action Ministry Campaign raised $18-million Pre 2003 – No resources or staff support 2004 – “A Plan for Stewardship Education and Development Through the Year” by David Gordon (diocese of New York) Year-round Intensive – lots of work Results were not always immediate Little variety Year-round Stewardship – the early years Evolution of Stewardship Education 2005 – “A Program to Encourage Sacrificial Giving in Your Parish” Six weeks in length Encourages giving of time, talent and treasure Increases offertory 15% in first year Emphasis on education of congregation Designed to be used annually Works best in Fall The “go-to” program in the diocese for 8 years Used successfully by over 125 parishes Evolution of Stewardship Education 2007, 2008, 2009, 2012 – diocesan stewardship conferences Intensive period of volunteer identification and recruitment Feasibility study for major fundraising campaign 2010-2012 – Our Faith Our Hope: Reimagine Church Ministry Campaign - $41mm Campaign engaged 180 parishes 9,000 donors 4 strategic objectives: Strengthening local parishes Building for the church of tomorrow Revitalizing our inheritance Giving to others Evolution of Stewardship Education Campaign was catalyst to begin thinking about doing stewardship education differently Consulted the 30 most successful parishes and consolidated their ideas – we need a program that is easy to follow and user friendly results oriented clear roles and responsibilities for volunteers strong theological focus The result… Growing Healthy Stewards Program Overview Three unique features about Growing Healthy Stewards: It is coached Tried & tested Measurable and results oriented It is Coached Each parish is teamed with an experienced lay volunteer Trained as both facilitator and stewardship leader Engages in quarterly meetings with parish teams and round-tables conversations with fellow coaches Helps to motivate and “push through” road blocks; answer questions and identify resources Ensures that parishes follow the program as designed Doesn’t do the work for them Tried and Tested Each module has been tested in a parish environment Components has been developed, used, critiqued and refined by clergy and volunteers in the diocese (and beyond) >100 parishes have used some part of the program with consistent results GHS consolidates all the parts Is always changing – new ideas are constantly added Measureable & Results Oriented Use annual parish stats to help identify best practices and forecast outcomes At its core is that each parish has capacity to become healthy, but they need a yardstick Parishes are evaluated against 14 measureable best practices – indicate financial, congregational, ministry and leadership health Objective to move parishes from C grade to A grade over three years How is the program organized? Orientation with parish leadership Covenant Calendar of monthly objectives Individual parish charts Position descriptions Programs/Manuals Reflections/Sermon Resources Forms, etc. Leadership Team Chair Vice Chair Secretary Arrangements Coordinator Commitment Coordinator Information Coordinator Cleric Coach Personal Stewardship Audit – why? To evaluate your own level of commitment To better understand stewardship more deeply To inspire leadership To help assess what “blocks” you individually from being a more generous Christian To help us evaluate our giftedness To encourage us to give more of our time, talent and treasure Why a Covenant? Clarify the program Outline the unique features of the program Expectations – ours and yours Help you understand that we take the process very seriously GHS Annual Highlights Meet with Coaches quarterly Legacy Giving Sunday – February FaithWorks/Outreach Campaign – Lent Time and Talent Focus – April Prepare Narrative Budget – Summer Intentional Giving Campaign – October Emphasize stewardship in all communications Semi-annual assessment of progress Regular preaching on the life of a faithful steward (at least seasonally) 14 Best Practices 1. 2. 3. 4. 5. 6. 7. Active stewardship committee Committed clergy Conduct annual intentional giving campaign Get everybody engaged in some form of ministry At least 4 stewardship sermons preached each year Narrative Budget Proportional Giving 14 Best Practices 8. 9. 10. 11. 12. 13. 14. Individual giving at diocesan average - $1,215 Offertory equals 2.5% of average family income 40% of givers use PAR 70% of operating revenue comes from offertory 10% of revenue goes to outreach Engaged in new member ministry Legacy giving promoted annually C Grade Parish - Average clerical enthusiasm but unsure of direction of parish dated mission statement some outreach strong volunteers though in limited supply inclined toward growth but not clear about what that means frequently rotate the same people in leadership static growth in congregation would like to do stewardship but concerned about the reaction from the congregation givings are barely sufficient to meet operations (and sometimes have to ask one of our top donors for a little Christmas gift) A Grade Parish - Excellent strong clerical leaders who are engaged in the life of the parish energetic and enthusiastic volunteers many opportunities for ministry involvement variety in Eucharistic celebrations clear vision statement outreach/in reach is very important, strong support for diocesan activities growing congregation with ministries serving diverse age groups this is a place people want to be and feel at home Giving is exceptional with funds invested and/or redirected to new ministry each year Parish Case Study – St. Margaret, New Toronto St. Margaret, New Toronto, Challenges ASA has declined 40% in 4 years Number of givers fell 30% in 6 years Offertory is substantial, but fewer giving more Average gift is above diocesan average Congregation: 33% between 46-65; 50% is >65 FWs appears to be lost amid the other outreach taking place here Sacred presence of the church is missing in the community Offertory Growth St. Margaret, New Toronto - Annual Offertory 2001-2012 ($) 140000 130048 122950 124008 116,500 117194 120000 112224 104851 100000 98553 94194 92347 88082 84717 80000 60000 40000 20000 0 1 2 3 4 5 6 7 8 9 10 11 12 Average Gift St. Margaret, New Toronto Average Annual Gift Per Giver - 2001-2012 ($) 2500 1941 2000 1664 1610 1584 9 10 1518 1500 1320 1037 962 1000 942 1038 941 864 500 0 1 2 3 4 5 6 7 8 11 12 Declining Number of Givers St. Margaret, New Toronto - Identifiable Givers - (2001-2012) 120 100 102 100 101 96 90 95 84 81 80 77 74 67 70 60 40 20 0 1 2 3 4 5 6 7 8 9 10 11 12 Congregational Growth – ASA/Easter Observations There is energy and enthusiasm. Parish reached its OFOH goal. There is great potential for Legacy Giving. Investment in new member ministry is key if the parish is to grow. People need to know you are here. Need to convert new attendees to givers. Of 70 donors, ? use PAR If parish had the same # of donors today as in 2006, it could collect $168,064 Fear of volunteer burn-out Outcomes – Change is happening Growth is happening – ASA/Easter growth in 2 successive years Offertory increased by 14% in 2013 Average gift is >$1,800 PAR donors represent 34% of total donors Did community walk – dist. 2000 flyers Preaching, pledging and member participation is up Legacy giving promoted The “feel” of the place is different What are people saying about GHS… “Not a hard sell” – Gordon Longman, Stewardship Coach, St. Timothy, North Toronto “Spirit of gratitude is abounding in this program” – Jim Finlay, Stewardship Chair, All Saints, Whitby “Program consolidates stewardship essentials” Joy Packham, Stewardship Chair, St. Margaret, Barrie “The relay doubled our commitment rate” – Eleanor Stevenson, Stewardship Coach, St. Dunstan, West Hill “Giving, attendance and participation are all up in one year, what’s not to like” – Terry Grier, Stewardship Chair, St. Margaret, New Toronto Ongoing parish support… Semi-annual round-table discussion with Parish Chairs and Coaches Semi-annual evaluation of parish progress against benchmarks Annual review and upgrade of program as appropriate New coaches are recruited from participating parishes Touch-base with parishes after intensive coaching period Annual coaches’ seminar to refresh, inspire and thank volunteers And the Results Are… A Vibrant Faith Community