Mr. Peter Misiaszek, CFRE June 6, 2014 TENS Conference Atlanta, Georgia

1. 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

2. 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.

3. 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).

6. 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

7. ASA & Easter Attendance

8. Decreased Number of Givers

9. Offertory Growth

10. Average Gift

11. FaithWorks Support

12. 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

13. Year-round Stewardship – the early years

14. 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

15. 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

16. 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

17. 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

18. Program Overview Three unique features about Growing Healthy Stewards: • It is coached • Tried & tested • Measurable and results oriented

19. 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

20. 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

21. 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

22. 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.

23. Leadership Team • Chair • Vice Chair • Secretary • Arrangements Coordinator • Commitment Coordinator • Information Coordinator • Cleric • Coach

24. 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

25. 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

26. 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)

27. 14 Best Practices • 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

28. 14 Best Practices • 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

29. 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)

30. 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

31. Parish Case Study – St. Margaret, New Toronto

32. 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

33. Offertory Growth

34. Average Gift

35. Declining Number of Givers

36. Congregational Growth – ASA/Easter

37. 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

38. 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

39. 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

40. 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

41. And the Results Are… A Vibrant Faith Community