fundraising techniques
Jan. 17th, 2003 09:40 am![[personal profile]](https://www.dreamwidth.org/img/silk/identity/user.png){kind=small}
cellioThe Jewish approach to fundraising -- or, at least, fundraising for the synagogue -- is really starting to get on my nerves.
Any organization with activities and a building has operating expenses. Churches rely on donations (I believe that's pretty much universal); synagogues collect annual dues, with fixed fees. I have no problem with this part of it; in fact, I think it's remarkably frank and up-front to do it this way. It forces the organization to be explicit about expected expenses, and it confronts the member with some approximation of his fair share of that. (Yes, of course those with limited means get adjustments. Part of my fair share is supporting folks like that, because I can.) I think this approach is good. The vast majority of operating expenses come from dues, augmented by things like interest, rental fees, fees for certain optional activities, and so on.
However, I hadn't realized how much additional fundraising tends to be involved. Further, the approach to that additional fundraising is much more in-your-face than I care for.
In the last year I have paid dues (of course) and been solicited (successfully) for an endowment campaign. There were some issues with the latter, but it came out ok. I have also been solicited for attendance at a fancy fund-raiser dinner, donations of goods for an auction at said dinner (obviously they wanted pricier items here; people in tuxes don't bid on small-ticket items), a direct cash donation to a different fund-raising activity (a food festival), labor for said food festival (described as "every congregant's duty"... um, no), and a bevy of smaller items. Most of these solicitations have been targetted and delivered in person. Many of them have made me feel like I am dealing with a very slick used-car salesman. It leaves a bad taste in my mouth. (I did not contribute to any of these for that reason.)
Some of this is because I'm a board member, but most of this is carrying through to the rest of the congregation. I get the impression, in chatting with other board members, that this is considered normal in synagogue life. We are not doing more of this than anyone else, it seems, and are doing considerably less than some other congregations.
At tonight's board meeting the president gave a little speech about how we're going to need fund-raising activities (like that fancy dinner) every year just to meet operating expenses, and we need people to organize them. Now I thought that the endowment campaign we're doing now was to raise operating funds (so we can keep dues increases down), and asked about that. He basically said that yes, that campaign will eventually produce operating income, but we're always going to need fund-raising, even after that happens, and blah blah blah. (If that's true then we have a problem with our dues computation, yes?)
Now as a board member I've seen the budget, and I don't really see what he's seeing in it. But it became clear that we were having a cultural difference, not a fiduciary one, so I stopped pressing. I think the real issue is that it seems perfectly natural to him -- and to most of my fellow board members, apparently -- to take this approach to fundraising. It's natural and it can do no harm, so of course we do it. Or something like that; this is my interpretation, not something that anyone said explicitly.
Churches, on the other hand, pass the basket when they have additional needs. It's relatively unobtrusive, and it doesn't put any individual congregant in the position of having to deal with a used-car salesman in his face. If you can give you give; if you can't you don't, and no one really gets hassled over it. It's all pretty anonymous, actually, except if you need tax receipts. And near as I can tell, it's pretty successful. I think we could learn from them.
(no subject)
Date: 2003-01-17 07:40 am (UTC)Plus, on the High Holy Days like Yom Kippur and Rosh Hashanah the dues that you pay may give you priority over where you sit in the synagogue when it tends to be overcrowded with people.
At my church, we do that whole basket thing and there is no fixed dues. Also, we have a fancy dinner/festival that goes on for three nights to cover the expenses for the church as it operates. I still don't like fundraising, but if we don't do it. Who will?
Anyway, that's all I wanted to say.
Alex
(no subject)
Date: 2003-01-17 07:56 am (UTC)By the way, we don't have assigned seating for the high holy days. You show up and you take your chances, just like everyone else. It means we can eliminate that whole pile of angst that some congregations have with pecking orders.
Tzeddakah box
Date: 2003-01-17 07:59 am (UTC)I've only seen the latter, myself.
(no subject)
Date: 2003-01-17 08:03 am (UTC)Re: Tzeddakah box
Date: 2003-01-17 08:08 am (UTC)But even if it doesn't benefit the shul a dime, we ought to have a tzedakah box for the community. It's easy and it doesn't really have a down side, so why not? Probably just that no one ever thought about it.
(no subject)
Date: 2003-01-17 08:10 am (UTC)(no subject)
Date: 2003-01-17 08:12 am (UTC)We should have a tzedakah box anyway, for community needs. Maybe having such a box would cut down on the number or frequency of appeals the shul makes for other causes (Mazon, kosher food pantry, JNF, etc etc). If that happens, that would free up some "slots" for the shul's own appeals, maybe.
That said, though, having a second box for donations to the shul would seem to be reasonable, so long as it's not the only box. Or am I missing something fundamental?
(no subject)
Date: 2003-01-17 08:13 am (UTC)(no subject)
Date: 2003-01-17 08:14 am (UTC)(no subject)
Date: 2003-01-17 08:22 am (UTC)We also have donated labor and materials and stuff for activities.
tzedakah boxes and stumbling blocks
Date: 2003-01-17 08:29 am (UTC)Most members of my congregation are not especially observant. I'd bet that most carry money on Shabbat. (I do not.) If we placed a tzedakah box in a prominent location, some people would almost certainly make donations on Shabbat.
Given that, I wonder if it is in fact improper to have that tzedakah box, on the grounds that it encourages non-observance. Is a tzedakah box in such a congregation a "stumbling block before the blind", an additional "lure" toward non-observance?
There may be a reason we don't have one, after all. I'll have to remember to ask my rabbi at some point.
Re: tzedakah boxes and stumbling blocks
Date: 2003-01-17 08:53 am (UTC)That said, a sign could be posted explaining the relevant law. An announcement could be made in shul. A notice could be placed in the monthly newsletter, etc. I assume that these would cover the Reform standard. I may be wrong, and I'm sure you'll correct me if I am.
Re:
Date: 2003-01-17 08:53 am (UTC)A box specifically for the shul seems unneccessary to me because people are free to mail in a check or stop by the office (I assume you have an administrative office open during business hours...) at any time. Most congregations make this known.
Re: tzedakah boxes and stumbling blocks
Date: 2003-01-17 09:43 am (UTC)Re:
Date: 2003-01-17 10:10 am (UTC)I have a Orthodox Jewish friend who lives in Chicago and goes to a synagogue there for the high holy days and he says that it usually is a mess because there are so many people and there's a pecking order about it too. He says that he gets pecked on a lot because he's not a "regular" member of the congregation although he pays his dues. Anyhow that's one 84 year old man's experience with it all.
Would be glad to hear more from you.
Alex
(no subject)
Date: 2003-01-17 10:10 am (UTC)We are just starting our budget process for the 03-04 fiscal year. Here's how it works in our congregation. The chairs of the main committees (about 10) submit budgets as do the Board members. The CFO and the finance committee add the fixed expenses to the budget. Then we (the finance committee) decide income numbers for the various standard income-producing activities. These are primarily 3 fundraisers - an auction, a fancy dinner, and a book sale - and a thrift shop. There are a few miscellaneous income categories but those are the main ones aside from the big two - plate and pledge. We pick a number for plate contributions based on prior years. What is left is the pledge goal. We then have a pledge drive starting the middle of March. The closest we come to your dues idea is that we take the pledge goal, divide it by the number of pledging units (how's that for an impersonal term), and tell people the average pledge amount that will reach the goal. People have until the end of April (I think) to turn in cards with what they are pledging. Then the finance committee may revise the budget based on the results of the pledge campaign. At the congregational meeting in May, the congregation votes to accept the budget (or not).
I don't feel that our fundraisers are too intrusive. A couple of years ago we added the book sale in the spring. The other two have been around for a number of years, so people look forward to them. I quite enjoy the auction. Our contribution to the auction for the past 3 years has been a medieval dinner for up to 30 people. For a few Sundays before the auction someone gets up during the announcements part of the service to talk about it. It has a theme, so people dress funny and do the announcement in an entertaining way.
We don't usually ask people about their pledge during the year. This year we are considering calling people who have not paid anything on their pledge by the halfway point in the year. If we decide to do that, I'm sure it will be handled tactfully. The most we do is put a reminder in the Sunday bulletin or the newsletter for people to pay their pledges. We send out statements in January showing contributions for the calendar year and the current fiscal year so far.
We are just getting to the point where we openly talk about money, which is a big step forward. I have never understood the opinion that we shouldn't ask for money. We have a lot of operating expenses. The members of the congregation should be informed about what it costs to run the place.
Churches
Date: 2003-01-17 10:23 am (UTC)And this is in addition to endowments and other fundraisers throughout the year. The difference is that Christians don't call it "dues", we call it a "pledge".
:-)
Used car salemen
Date: 2003-01-17 10:27 am (UTC)FYI, the personal approach to asking for donations is used frequently since it is usually more successful. I can remember my folks getting lists of their own friends to phone for various functions/fundraisers. The personal push towards community obligation - that is one of the key components of Jewish guilt!
My synagogue actually does a collection plate sort of thing with pledges on the High Holy days. A little card and teeny pencil are set in every place, and before the sermon the ushers come around and collect your pledge, which can be allocated generally or to specific endowments. It's not as quiet as the Christian practice you mention, though I like hearing how much each endowment did during the past year.
My take on the volume of fundraising activity is that we are trying to spread efforts out among all possible venues - use all options in order to 'catch' the people who will respond to one venue rather than another. The underlying purpose is usually not to raise X amount of dollars, but to ensure continued giving into all of the funds (special funds for a specific one-time purpose excepted).
Do talk to the rabbi about your opinion of the intrusiveness of the fundraising. Maybe someone needs to be reined in. Certainly bring up your other suggestions - the Tzedakah box sounds like a great idea. Unfortunately, I think you will continue to be subjected to the volume and variety of requests for your time and money.
(no subject)
Date: 2003-01-17 11:13 am (UTC)We have a book sale each year too, and it seems to go over well. (I certainly make use of it. :-) )
I have never understood the opinion that we shouldn't ask for money. We have a lot of operating expenses.
I agree with you. Something has to pay for the heat, the new roof, the custodial fees, and so on and so on. There's nothing unsavory about this.
Re: Churches
Date: 2003-01-17 11:19 am (UTC)Re: Used car salemen
Date: 2003-01-17 11:32 am (UTC)FYI, the personal approach to asking for donations is used frequently since it is usually more successful.
Sure it is. So is telemarketing. Some techniques should be reconsidered despite being effective, though.
There have been efforts to get board members to make the solicitations for this new endowment campaign, and as you described, they're trying to match people up with their friends (I presume because friends are easier to sweet-talk than strangers). I find that practice a little slimy and have refused to participate. If a congregant says "I can give $X" then it's wrong, IMO, to try to get his friends to talk him into upping it to $Y (Y >> X) instead. Even if it's done well, it's still a pressure tactic. We're better people than that.
I guess cranks like me are in the minority: I have been known to decrease my contribution to a charitable organization in the face of pressure tactics, telemarketing, or other inappropriate hounding. I may be more explicit about it than most, but I suspect there are enough people out there who get tired of solicitation, and just ignore it all after a while, that we should take note.
I think part of what bugs me is that dues is represented as your fair share of the expenses for the year, so you pay that and then get told that that wasn't really your fair share and you are also expected to pay for this endowment and that activity and... I can accept a high total number; I just want to be told what that number is, and I don't want the death of a thousand cuts that comes from solicitation after solicitation after solicitation. Set my expectations right in the first place; don't keep changing the story. (Obviously I am speaking to the amorphous "them" here, not specifically to you, Gail. :-) )
oooh a hot button...
Date: 2003-01-17 01:18 pm (UTC)The idea that you constantly have to push for fundraising always disturbed me, to the point that I always felt like it was almost hitting upon a stereotype of Jews and money.
What always disturbed me most was the fundraising during Yom Kippur. Here is the highest, holiest day of the year and the prayers are being interleaved with pressure to give to the congregation? I mean, what is this, a commercial??
I used to get into rip-roaring fights about this with my parents, who believed that this was right "because this was the only time the whole congregation would be at temple."
I'm sorry, maybe i've got a christian streak or something :-), but I firmly believe that one should support ones synagogue/temple/church/house of worship because it's the right thing to do, not because people are hounding you to give, give, give, give, give.
The pressure to give only pushes me away.
Re: Used car salemen
Date: 2003-01-17 08:25 pm (UTC)Re: oooh a hot button...
Date: 2003-01-20 07:14 am (UTC)I firmly believe that one should support ones synagogue/temple/church/house of worship because it's the right thing to do, not because people are hounding you to give, give, give, give, give.
Here here. And it's rude to hound the people who already support you. Sometimes counter-productive, too. (The JNF will get not one cent from me this year because of their behavior last year, for example. Last year they got money.)