Coaching

Generosity Coaching

MortarStone’s customized coaching programs strategically build systems and programs that increase church funding, grow attendance, and develop plans for sustainable, long-term funding.

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Generosity & Planned Giving Coaching

Generosity and Planned Giving Coaching will help you develop and build a holistic ministry that increases giving and creates a culture of generosity within your church.

Generosity & Planned Giving Coaching Includes:

• Church Vision & Mission Development: 1 year, 3 year, 5 year

• Developing Governance & Policy Procedures: Elder Giving Policy, Giving Data Policy, Gift Acceptance Procedures

• Deep-Dive Into Analytics & Demographics: Key Performance Metrics, Segmented Reports, Monthly, Quarterly, & Yearly Reporting Measures, Big Data Community Statistics & Church-Specific Demographics

• Develop, Build & Manage Strategic Communication Plans: Giver Education, Sermon Series, Connection & Assimilation Processes, Database Hygiene, Outreach Programs

• Create Team Workflows: train staff and volunteers to analyze data and manage tasks

• Giving Vehicle Education & Understanding Which is Right for Your Church: Bequest/Wills, Donor Advised Funds, Charitable Remainder Trust, Charitable Remainder Trust, Pooled Income Fund

• Strategy & Ministry Development: 18-Month Plan/Budget, Gift Administration, Giver Communication & Education Plan, Building Volunteer Teams

Planned Giving Coaching

Planned Giving Coaching will help you develop long-term sustainable funding today and for the future.

Planned Giving Coaching Includes:

• The ‘Why’ Behind Planned Giving: Developing Church Vision & Mission for 1 year, 3 years, 5 years

• Developing Governance & Policy Procedures: Elder Giving Policy, Giving Data Policy, Gift Acceptance Procedures

• Dive-Deep into Analytics of Planned Giving: Key Performance Metrics, Benchmarks Monthly, Quarterly & Yearly Reporting

• Understanding Your Givers & Demographics: Segmenting Givers, Age-Appropriate Givers, Top Givers, Community Comparisons

• Giving Vehicle Education & Understanding Which is Right for Your Church: Bequest/Wills, Donor Advised Funds, Charitable Remainder Trust, Charitable Remainder Trust, Pooled Income Fund

• Strategy & Ministry Development: Training Leadership, 18-Month Plan/Budget, Gift Administration, Giver Communication & Education Plan, Building Volunteer Teams

Vision Campaign

A Vision Campaign is a holistic stewardship and generosity initiative that allows you to fund ministry and grow church participation.

Vision Campaign Includes:

• Culture of Generosity Development

• Financial Analysis & Analytics Strategy

• Church Staff Training & Education

• Vision & Goal Development

• 12-Month Marketing Plan & Outreach Services

• Communication Strategy, Training & Accountability

• Planned Giving Strategy & Giver Education