Bonus Material

Let’s Make a Case for Your Vision!

When I work with a client for a significant giving initiative, I start by asking the Pastor to write out the vision behind whatever we are raising money for. Technically, this is called a Vision Case Statement. I want a broad overview of what we are raising money for on...


Practical Steps for Recession Proofing Your Offerings

I’m working on several new books, and I’ve been reviewing my past writing and material. I recently came across my posts from March 2020 as the pandemic began to shut down everything, including our churches. In a series of posts, I gave advice on how to survive. The advice I...


The Right Plan of Action

What is your plan? The best message and tools, while essential, are worthless without a plan of action. Let me lay out my overall strategy for plans for special offerings. The following action plan uses Labor Day weekend as the target giving date. However, the principles here can be adapted...


Sample Letter to Giving Leaders

The following letter shows how to link vision to giving as well as how to encourage leaders to give more! Dear _____________, I'm Fired Up because we went back on offense in 2022, and your generosity helped make that happen. On behalf of countless lives changed, let me say thank you! Because of...


The Connecting Power of Vision

How do you recover lost offerings? For one thing, you can't merely sit around wringing your hands about the decline in giving. You must act. However, your actions can’t come off as looking desperate. Ultimately, that will not make a difference. To see an increase in giving you need to...


It’s All About the Vision

When it comes to raising funds, the one thing you need to know is that it's all about the vision! Nothing else is as important as helping people see what you see, the vision God gave you for your church. How much you will raise depends to a great degree...


Advice from a Church Lending Expert: An Interview with Dennis Moses

Dennis Moses of Church Capital Resources has been my go-to guy when it comes to all things bank related. Dennis has over thirty years of experience in the banking industry having served as the Vice President of Church Lending for Bank of the West for many years. Now he serves...


The Formula for a Successful Capital Campaign

In my over twenty years of helping churches hold capital campaigns, I have found that the majority of mistakes made, happen BEFORE the campaign even starts. To help you avoid these mistakes let me show you what you need to know and do BEFORE your next campaign. So, let’s get started...


How Long Does It Take to Hold a Capital Campaign?

The answer to how long it takes is always, it depends. For most campaigns, the average time is at least six months from initial planning to completion. In some situations, it can and must be done sooner but they are the exception rather than the rule. Those campaigns typically never...


Direct USPS Mail Appeal Sample – Send before June 1st.

The following letter will be sent to your leaders, informing them of the summer offering push. Edit the following to best suit your message. You could also adapt this for an email. Dear _____________, While we might not have all been back on campus, CHURCH NAME has been active, thanks to the...