Coaching

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.
• 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.
• 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.
• 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
Get more information on our coaching programs – fill out the form below!