Are You Ready for a Are You Ready for a Are You Ready for a Are You Ready for a Capital Campaign?Capital Campaign?

withwithwithwithWayne B. ClarkWayne B. Clark

General Assembly General Assembly 20132013Louisville, KYLouisville, KY

Workshop GoalsWorkshop Goals

1. Building Projects and Growth1. Building Projects and Growth

2. Ten Stages of a Building Project2. Ten Stages of a Building Project

3. Questions and Answers3. Questions and Answers

Workshop material is excerpted fromWorkshop material is excerpted fromWorkshop material is excerpted fromWorkshop material is excerpted from

Beyond Fundraising: Beyond Fundraising: Beyond Fundraising: Beyond Fundraising: A Complete Guide to A Complete Guide to

C i l S d hiC i l S d hiCongregational StewardshipCongregational StewardshipByBy

W B Cl kW B Cl kWayne B. ClarkWayne B. Clark

Accommodations?Accommodations?

Unitarian Universalist AssociationUnitarian Universalist AssociationCongregational Stewardship NetworkCongregational Stewardship Network

Wayne B. Clark, DirectorWayne B. Clark, DirectorBrent Jurgess, AdministratorBrent Jurgess, Administratorg ,g ,

Karen Brammer, Green SanctuaryKaren Brammer, Green Sanctuary

Bill Clontz, VABill Clontz, VA Tricia Hart, PATricia Hart, PAKay Crider, ORKay Crider, OR Joan Priest, PAJoan Priest, PAM k E DCM k E DC A i S WAA i S WAMark Ewert, DCMark Ewert, DC Aggie Sweeney, WAAggie Sweeney, WABarry Finkelstein, CTBarry Finkelstein, CT Larry Wheeler, NCLarry Wheeler, NCMary Gleason WAMary Gleason WAMary Gleason, WAMary Gleason, WA

Background QuestionsBackground QuestionsBackground QuestionsBackground Questions

How many from congregations whose weekly How many from congregations whose weekly How many from congregations whose weekly How many from congregations whose weekly worship attendance averages:worship attendance averages:

____ Up to 50 congregants____ Up to 50 congregants Between 50 and 100 Between 50 and 100____ Between 50 and 100____ Between 50 and 100

____ Between 150 and 350____ Between 150 and 350 350 to 500+ 350 to 500+____ 350 to 500+____ 350 to 500+

More QuestionsMore QuestionsMore QuestionsMore Questions

How many want to launch a capital campaignHow many want to launch a capital campaignHow many want to launch a capital campaignHow many want to launch a capital campaign____ Within the next five years____ Within the next five years

Within the next two years Within the next two years____ Within the next two years____ Within the next two years____ As soon as possible____ As soon as possible

H l i j t tiH l i j t tiHow many are planning a project costingHow many are planning a project costing____ Up to 500,000____ Up to 500,000____ Between $500,000 and $999,000____ Between $500,000 and $999,000____ In excess of $1,000,000____ In excess of $1,000,000

Five Criteria to Insure Healthy Five Criteria to Insure Healthy Congregational GrowthCongregational Growth

11 Endorse a systemic definition of growthEndorse a systemic definition of growth1.1. Endorse a systemic definition of growthEndorse a systemic definition of growthNumerical growthNumerical growth

Maturational growthMaturational growth (individual)(individual)

Organic growth Organic growth (systemic) (systemic)

Incarnational growth Incarnational growth (positive impact)(positive impact)

2 2 Plan for additional programs and staffingPlan for additional programs and staffing2. 2. Plan for additional programs and staffingPlan for additional programs and staffingCoordinate new members/volunteersCoordinate new members/volunteersIncrease lifespan religious education Increase lifespan religious education Increase lifespan religious education Increase lifespan religious education Create stewardship development Create stewardship development progam progam (edu joyful ministry ABD planned giving)(edu joyful ministry ABD planned giving)progam progam (edu, joyful, ministry, ABD, planned giving)(edu, joyful, ministry, ABD, planned giving)

Develop global ministriesDevelop global ministriesCreate and fill new staff positions Create and fill new staff positions ( ( Create and fill new staff positions Create and fill new staff positions (use (use seed money)seed money)

3 3 Develop a building project that reflects Develop a building project that reflects 3. 3. Develop a building project that reflects Develop a building project that reflects congregational visioncongregational vision

Inclusive effort with lots of buyInclusive effort with lots of buy--ininClarity will help to limit optionsClarity will help to limit optionsClarity will help to limit optionsClarity will help to limit optionsAnticipate conflict + find ways to Anticipate conflict + find ways to manage itmanage itmanage itmanage it

4 4 Harness new energy by getting many people Harness new energy by getting many people 4. 4. Harness new energy by getting many people Harness new energy by getting many people involvedinvolved

Going it alone is efficient but donGoing it alone is efficient but don’’t cavet caveRecruit many people to take on small Recruit many people to take on small Recruit many people to take on small Recruit many people to take on small pieces of responsibilitypieces of responsibilityThe process will be messyThe process will be messyThe process will be messyThe process will be messy

5 5 Develop a growth planDevelop a growth plan5. 5. Develop a growth planDevelop a growth plan

Numerical maturational organic and Numerical maturational organic and Numerical, maturational, organic, and Numerical, maturational, organic, and incarnationalincarnationalConsider taking on some debtConsider taking on some debtConsider taking on some debtConsider taking on some debt

Preparing for a Building ProjectPreparing for a Building Project

Stage One: Stage One: A Next Steps WeekendA Next Steps Weekend

Who are we? Where are we going?Who are we? Where are we going?

How to get from here to thereHow to get from here to there

How might the UUA be helpful?How might the UUA be helpful?

Stage Two:Stage Two:Organize the leadershipOrganize the leadership

Be true to your missionBe true to your missionEnsure widespread participationEnsure widespread participationEnsure widespread participationEnsure widespread participationMaintain continuity with one steering Maintain continuity with one steering committeecommitteecommitteecommitteeDefine responsibility and authorityDefine responsibility and authorityRecruit the steering committeeRecruit the steering committeeRecruit the steering committeeRecruit the steering committee

Stage Three:Stage Three:Select an Organizing ModelSelect an Organizing Model

Large projects of more than Large projects of more than $1,000,000$1,000,000

Midsize projects between Midsize projects between $500,000 $500,000 and and $999,000$999,000

Small projects costing up to Small projects costing up to $500,000$500,000

Large ProjectLarge Project Small ProjectSmall ProjectLarge ProjectLarge Project Small ProjectSmall Project

CoCo--ChairsChairs Governing body Governing body CoCo--ChairsChairsSecretarySecretaryPublicityPublicity

Governing body Governing body chairchairReligious educatorReligious educatorPublicityPublicity

StrategicStrategic--planning planning P tP t

Religious educatorReligious educatorCapital campaignCapital campaignFinanceFinancePropertyProperty

Capital campaignCapital campaignFF

FinanceFinanceMemberMember--atat--largelarge

FinanceFinanceBuilding plansBuilding plansConstructionConstructionFurnishingsFurnishings

Stage Four: Stage Four: Begin Steering Committee WorkBegin Steering Committee Work

Select an architectSelect an architect

Develop corresponding financial Develop corresponding financial projectionsprojectionsprojectionsprojections

Estimate fourthEstimate fourth--year givingyear givingEstimate fourthEstimate fourth--year givingyear giving

Stage Five: Stage Five: Share Building Plans Share Building Plans Share Building Plans Share Building Plans

and Financial Projectionsand Financial Projections

Building plansBuilding plans*The gold plan*The gold planThe gold planThe gold plan*The silver plan*The silver plan*The turquoise plan*The turquoise plan*The turquoise plan*The turquoise plan

S h ti d ig d t ti tS h ti d ig d t ti tSchematic design and cost estimateSchematic design and cost estimate

Stage Six: Stage Six: Conduct a Financial Feasibility StudyConduct a Financial Feasibility Study

Importance of a stewardship consultantImportance of a stewardship consultantConfidential interviews with 15Confidential interviews with 15--20% of 20% of donorsdonorsHow knowledgeable?How knowledgeable?How excited?How excited?How excited?How excited?Any concerns?Any concerns?How much money likely to be contributed?How much money likely to be contributed?How much money likely to be contributed?How much money likely to be contributed?Ready to launch a campaign?Ready to launch a campaign?

Stage Seven: Stage Seven: Launch a Capital CampaignLaunch a Capital Campaign

F iF iFour most important componentsFour most important components* Clear and compelling case* Clear and compelling case* Comprehensive publicity plan* Comprehensive publicity planp p y pp p y p* Orientation workshops for visiting * Orientation workshops for visiting

stewardsstewards* Stewardship conversations* Stewardship conversations Stewardship conversations Stewardship conversations

FinancingFinancing*Local banks*Local banks*Local banks*Local banks* UUA loans, guarantees, and grants* UUA loans, guarantees, and grants

Stage Eight:Stage Eight:Revise the Building Plans . . .Revise the Building Plans . . .Revise the Building Plans . . .Revise the Building Plans . . .

If NecessaryIf Necessary

Complete stewardship conversationsComplete stewardship conversationsDetermine financingDetermine financingDetermine financingDetermine financingRevise design development plansRevise design development plansPrepare construction documentsPrepare construction documentsPrepare construction documentsPrepare construction documentsObtain bids or negotiated proposalsObtain bids or negotiated proposals

Stage Nine: Stage Nine: Begin ConstructionBegin Construction

Finally!Finally!

Manage constructionManage construction

Develop a spirit of teamworkDevelop a spirit of teamwork

Stage Ten:Stage Ten:Celebrate as Often as PossibleCelebrate as Often as Possible

Site dedicationSite dedicationSite dedicationSite dedicationPresentation of plansPresentation of plansConstruction contractConstruction contractConstruction contractConstruction contractGroundbreaking ceremonyGroundbreaking ceremonyTime capsuleTime capsuleppDeparture dayDeparture dayMoving dayMoving dayg yg yCommemorative tilesCommemorative tilesOpen HouseOpen HouseDedication ceremonyDedication ceremonySow seedsSow seeds

Questions and AnswersQuestions and Answers

Sliding Fee ScaleSliding Fee ScaleEffective through June, 2014 Effective through June, 2014

Next Steps WeekendNext Steps Weekend $1 600$1 600 $2 600$2 600Next Steps WeekendNext Steps Weekend $1,600$1,600 $2,600$2,600

P DiP DiPer DiemPer Diem

Up to 100 membersUp to 100 members $1,000 $1,000 $1,200 $1,200 101 t 250101 t 250 $1 800$1 800 $2 150$2 150101 to 250101 to 250 $1,800$1,800 $2,150$2,150251 to 550 251 to 550 $2,200$2,200 $2,500$2,500551+551+ $2,700$2,700 $3,200$3,200

Consulting InvestmentConsulting InvestmentConsulting InvestmentConsulting Investment

If a stewardship consultant guides youIf a stewardship consultant guides youthrough an annual budget drive and a capitalthrough an annual budget drive and a capitalthrough an annual budget drive and a capitalthrough an annual budget drive and a capitalcampaign, the consulting fees will representcampaign, the consulting fees will representb t 2% d 5% f th i db t 2% d 5% f th i dbetween 2% and 5% of the money raised.between 2% and 5% of the money raised.

For More InformationFor More InformationFor More InformationFor More Information

www uua orgwww uua orgwww.uua.orgwww.uua.orgtype type capital campaign into capital campaign into the Google boxthe Google box

Wayne B. ClarkWayne B. Clarkl k@l k@wclark@uua.orgwclark@uua.org

207.829.4550207.829.4550