Is Your Church’s Annual Report Appealing?

The topic of an annual report isn’t a new one for my blog. We’ve talked about it before (and even before that). But I want to talk today about something I haven’t hit on all that much before – the appearance of your church’s annual report.

annual reportTo many lead pastors, executive pastors, and business administrators, this may sound odd. But it’s important to see your annual report through the eyes of your givers.

I’ve said it before, and it may sound cliche, but it’s the truth. Photos and videos evoke heart-level emotion. And that’s right where you need to be. More importantly, when people see an annual report that is visually appealing and intriguing, they’re much more likely to read it and much less likely to discard it.

We learn best from real life examples, so let’s take a quick look at a before-and-after annual report makeover. Here’s what a client church recently compiled to send out as a year-in-review annual report (after I redacted church and pastor names):

Microsoft Word - 2015 year end_02_03_16 no church identifiers fo

Now THAT’S How a Church Says Thank You!

In a blog post last month we talked about the importance of celebrating your church’s generosity. Just a few days later, I received a thank you note after giving to a church for the first time.

After receiving that, I wanted to share a few ideas with you to help illustrate the power behind your church saying thank you. Those two simple words can stir emotion and encourage future behavior at the same time. Here’s how it worked for me:

Thank you cardI immediately felt valued.
When I saw the card in the mail and soon read its message, I immediately felt valued. I knew someone there took the time to say thank you for the gift I gave that day. I felt I mattered to the church and its leaders.

The address on the envelope was handwritten – someone took the extra, personalized step and made an investment of time, as I’ve mentioned before. Instead of allowing their automated post-online-giving email message to suffice, they took the time to send me a card, so I knew I was valued in their eyes.

I learned the gift was appreciated.
In the handwritten note inside, the pastor made mention of their church’s initiative to which I gave. Through this letter I can sense his excitement about what they can accomplish through this initiative, so I know my gift was genuinely appreciated.

It reinforced my investment choice as a wise one.
Receiving this note reinforced my decision to invest. The pastor personally thanked me for my gift, further confirming my decision to give as a wise one.

The Impact of an Effective Annual Giving Statement

It’s that time of year again! With the busyness of the Christmas season, we need to be preparing an effective mailing of annual giving statements for January.

mailing statementElevating the giving conversation in your church by saying thank you to your givers is huge. Don’t miss this natural moment to invest into the spiritual life of your people. It’s worth the focus and the work to demonstrate a spirit of gratitude!

As you prepare this annual communication to your givers, there are two main ideas I encourage you to consider: the mailed statement itself, and how you communicate directly to your people on the weekend. Let’s take a look at both of these to help you get this off the ground and running!

THE MAILED STATEMENT
Please don’t take lightly the content and form of this mailing. It’s not “just another mailing” – in fact, it can have a huge impact on the generosity of your church. So here are a few practical pointers:

  • Type the recipient’s name on the envelope. (Avoid window envelopes with the name showing through the front. Remember this is about building relationships, not about sterile communication of a transaction.)
  • Use a church envelope so the recipient quickly realizes this mailing is from you. This will increase the likelihood it will be opened right away.
  • Include a statement showing the giver’s giving data for the last year.
  • Include a cover letter from the senior pastor on church letterhead that exudes gratitude and shares vision. Please keep this to one page for maximum effectiveness. (This should be the first page they see when they open the mailing.)
  • Use a large, colorful, first-class stamp for this mailing. Envelopes using this kind of postage are opened at a much greater rate than metered mail.

Content of the cover letter should include the following segments:

  • Several statements that highlight values of your church and celebrate what actions you want more of. “We are a church that…”
  • A version of your mission statement, but generally not the actual mission statement that is often written in business language rather than faith-inspiring words.
  • At least two facts that demonstrate power in the ministry and value in their financial investment. “We grew by 28% in 2014. We baptized 130 people last year.”
  • One brief story of a person to personalize the ministry and mission.
  • A reference to the exciting quarter or year ahead.
  • An affirmation of the spiritual value in their intersected faith and finances.
  • An alert to read their enclosed statement.
  • A relational affirmation to conclude.
  • An inspirational closing.

WEEKEND COMMUNICATION
The week before the annual statements go out in the mail, we’ll want take two or three minutes within the worship service to alert people to watch their mail and to highlight the statement. The time around the offering is a natural place to make this work. This can be accomplished via video or live announcement.

There are several objectives in this announcement, including:

  • Saying thank you to your givers.
  • Normalizing the conversation of faith and finances in a small way that will help to craft the larger spiritual value of giving.
  • Making the connection once again with the giver, saying, “Your giving makes an impact. You give and great things happen!”
  • Telling a brief story of how your church has made a difference this week.
  • Alerting people that the statements are coming soon.
  • Affirming that the church financial leadership takes their work seriously. We manage funds well, honor your giving, and guard what has been entrusted with us. (If you have an annual independent audit, here is another perfect moment to remind the givers of the integrity around the church.)
  • Making this moment so fun and informative that those who have yet to give are more likely to give. (It is appropriate to mention that if you have yet to invest into your church, why not start today?)
  • Asking the people to open and to interact with the communication that comes this week.

LOOKING FOR MORE?
Annual Statements E-Book
Generis has created a resource to help you surprise and delight your givers through their newest e-book called 2016 Annual Giving Statements Guide. And it’s available for your free download today!

Please use this resource to frame your work. This e-book will walk you through several important steps to engage with your givers on a new level this year. Engaging them like this opens their hearts and develops deeper roots in their church engagement.

GET MY FREE COPY

 

Free Generosity Speaks E-Book Now Available

What you say and how you say it has a direct correlation to what your givers give. Have you ever considered that? Have you ever considered what it might look like if you were to leverage your communication to accelerate giving? It could truly change your ministry and fund the God-sized vision of your church!

That’s the premise of our new e-book called Generosity Speaks: Designing Communication to Impact Giving. And this new 38-page resource is available to you for free starting today!

Generosity Speaks

In this new e-book, Kaycee Parker and I have teamed up to provide you with:

  • the often missing link between ministry and generosity (and how to fix it)
  • a bit about why givers give, and how you can reach your givers
  • practical, step-by-step instructions on how to make sure generosity is not just part of an annual sermon series

A Practical Sneak Peek of My New Generosity E-Book

It’s e-book launch month again! And after the feedback I received from my last e-book, I can hardly wait to get this one in your hands. As I promised in my last blog post, this is another very practical resource to help your church accelerate generosity – this time with a focus on intentional communication.

Generosity Speaks E-Book Promo Graphic

While my co-author and designer Kaycee and I are finalizing the very last details, I wanted to provide you, my faithful blog readers, a sample of what this resource holds for you and your church.

So let’s take a look today at chapter 4 – specifically the section on worship bulletins. (I told you it was super practical!)

FROM GENEROSITY SPEAKS:

Part of the purpose of your bulletin, whether you are intentional about it or not, is that it informs and educates those who have just come through your doors, especially the very first time.

New Generosity Communication E-Book Coming Soon!

What you say (or don’t say) impacts what your people give (or don’t give). There’s a direct correlation between the two. And, if done well, you can increase the generosity of your church by implementing a basic (but strategic) communication plan.

That’s the premise of our new e-book called “Generosity Speaks: Designing Communication to Impact Giving” launching here in just a few short weeks.

Generosity Speaks E-Book Promo Graphic

I’ve teamed up with Kaycee Parker, founder of KP Communications, to write this one. I know you’ll appreciate her insight from 15 years of experience in the communication world – namely the last few as communication director for a mega church in the St. Louis area and now working freelance to support churches across the country.

So what’s in this new resource designed to help you accelerate generosity with solid and intentional communication? Here’s a quick list of wins for you and your church:

You Don’t Have to Mail Your Church Annual Giving Statement

Last week’s post – “An Annual Giving Statement That Will Impress and Delight Your Givers” – stressed the importance of leveraging your church annual giving statement mailing. A couple of dedicated readers and executive pastors sent questions to me after reading the article, expressing some frustration with the cost of following the eBook’s recommendations. They are larger churches. One even outsources their mailings to a professional fulfillment house. The expense to prep and send the personalized mailings via the US Post Office would be considerable.
mailing statement“Are there affordable options to mailing out giving statements?”, they asked. Absolutely! And here is the suggestion, which is applicable for most any church, regardless of size.
The recommendation would be to move from mailing hard copies, to emailing. There are several advantages to this approach:

An Annual Giving Statement that will Impress (and Motivate) your Givers

It’s January. Another year has passed, and a new one has begun. And for many pastors and financial church leaders, that means it’s time to prepare the (often dreaded) annual giving statements. You find yourself trying to make the somewhat daunting process more efficient every year, don’t you? But what if you focused this year on making them more effective instead?

Annual Statements E-BookAre your annual statements effective? By that, I mean do they encourage the future generosity of the giver?

Many churches send an official, transactional-looking statement each January to those who have given the previous year. In fact, we’ve talked about this before. I get it – it meets the IRS requirement, right? (And you would be right.)

But consider this:
“Giving statements are not an exercise in efficiency… our end goal is effective and meaningful communication with the giver,” my Generis colleague Brad Leeper says in his new e-book.

Connecting the Dots Between Ministry and Generosity

You’ve heard me talk about “connecting the dots” for your church – helping your people see how their giving is making a difference in other people’s lives.

ministry and generosity

Because many people tend to think of giving only as a means to fund a budget, helping them connect the dots to ministry impact is critical! In fact, it encourages them to continue giving. It shows them the fruits of their efforts, that their generosity is hard at work making a difference.

I thought you would value seeing a video from one of my clients in the St. Louis area. They created this video as part of a series of videos they are showing as part of their one-year anniversary for their One Fund initiative. Wisely, they are intentionally playing the clip just prior to the offering time during the service. While it’s a bit longer than I would typically recommend, what a great way to connect the dots between giving and progress, between generosity and making a difference!

Looking for an in-depth look at how you can design communication to impact giving? Check out my e-book called Generosity Speaks!

Does Your Welcome Mat Say “Welcome Back”?

It happens every weekend. Well, I’m guessing you at least pray for it to happen every weekend. A family who has never been to your church walks in the front door. You identify them by the “I’m-not-sure-where-to-go” confusion on their faces. Your friendly greeter welcome them. You introduce yourself and thank them for coming. You offer them directions to the children’s ministry for the kiddos. You encourage them to get free coffee in the guest area.

welcome back to church

We’ve become very good at this part. It’s almost natural, isn’t it? Offering a bit of warmth and hospitality just feels good!