Our Plan to Win:
The Fundraising OS
The Fundraising OS is a proprietary recipe that will empower your church to advance ministry. Our process will teach you how to disciple your financial leaders, be prepared for fundraising conversations, know your numbers, and lead inspiring gatherings.
The Four Aspects of the Fundraising OS:
- Analytics – Numbers are our friend and we use advanced analytics to inform your initiative plan.
- Relationships – We have a proven discipleship plan to engage financial leaders spiritually and monetarily in your initiative.
- Communications – We provide templates and coaching to your communications team so that your language and design is optimized for fundraising results – from initial contact to follow-up.
- Events – We will script your campaign events to maximize response and also create a positive and uplifting spiritual environment.
How We Work Together…
Before choosing a ski run, a hiking trail, a surf spot, or a gym class, one should consider the appropriate level of challenge and commitment required. Coaching is no different. Listed below are various levels of coaching engagement I explore with clients.
Green Level Engagement
Coaching
In a Generosity Coaching relationship, I meet with your financial leadership team regularly (weekly to monthly) to coach you towards developing a greater culture of stewardship.
Blue Level Engagement
Consulting
In consulting, I teach your team how to implement a tested plan to complete and surpass your goals for a generosity initative.
Black Level Engagement
Done-For-You
In this-dive, I lead your team through the entire process of a generosity initiative and also help create collateral and communications for the initiative.
How We Begin…
Every client begins with a comprehensive analysis and interview. Clients find that the intake process adds a lot of value and insight.
The process includes:
- A Generosity Appraisal – A detailed analysis of all stewardship and discipleship systems. This identifies low-hanging fruit and areas of immediate impact.