How to DYI Your Appointment Kit

Below is an example of one worker’s appointment kit that includes homemade connect cards, magnets, giving instructions, and professionally made prayer cards. Having an appointment kit can serve you and your financial and prayer partnership team in multiple ways such as helping those interested in giving remember you in prayer, set up giving, and remember their commitment to financially support you. They can help keep you organized, make you look professional, give you needed contact information, and so much more.Processed with VSCO with a6 presetHave you made an appointment kit? Does making one seem daunting? With a little know how, making one doesn’t have to be complicated or overly pricey. Melody’s appointment kit was done using www.avery.com/print (free templates!) with the exception of her professionally made prayer card. When I asked Melody how long it took her to make this kit her reply was “not long! I spent maybe 30 minutes on the connect cards and 30 minutes on the giving instructions.” If you aren’t design coordinated or maybe are a little computer illiterate, don’t sweat it. Consider asking someone close to you or someone already on your prayer or financial partnership team to consider helping you create your kit!

Let’s drill down on each of the items in the kit and explain the uses:

THE CONNECT CARDProcessed with VSCO with a6 presetCreating a connect card can be helpful when sharing your ministry with a small or large group, or at a fundraising event. Put these cards on a back table, hand them out during the event, or place on chairs prior to the event where you are sharing. Inform the group to fill one out based on their level of interest. Connect cards help minimize the bottleneck effect that can occur when just having a newsletter sign up sheet, as multiple people can fill out a card at one time. Also, connect cards help put the ball in your court instead of your potential partner’s. That can be a big help! Instead of just giving a prayer card to a interested individual and hoping something comes of it, now you have their contact information and the means to follow up with them after the event is over! Essentially connect cards allow you to relationally seek out face-to-face appointments. More information on connect cards can be found here.

GIVING INSTRUCTIONSProcessed with VSCO with a6 presetCreating simple giving instructions can help a potential partner know how to give easily. Simply state several ways they can set up their giving based on their preference. Give these as needed to someone whom you’ve just had a face-to-face meeting with or someone interested in giving for the first time that you happen to connect with in passing, etc. Keep in mind though, if you don’t see that commitment go through don’t hesitate to walk them through the necessary steps to make it happen. The responsibility to get their commitment in is typically YOURS.

PRAYER CARDProcessed with VSCO with a6 presetPrayer cards are fantastic for giving out to anyone and everyone! Keep prayer cards on you at all times and hand them out regularly. They should have giving information, information about where you are going, your contact information, a professional picture of you, your sending organization info and branding, and if you have created one – your tagline. I suggest spending a bit more money here and get your prayer cards done professionally (just like Melody did). There are some great places out there that make great looking prayer cards such as Commission Creative.

MAGNETSProcessed with VSCO with a6 presetMagnets are a nice way to get your team praying for you regularly. Ask anyone who takes one to put it on their refrigerator and remember to pray for you when they see it. The magnets Melody made are nothing overly fancy, but they are a great way to reinforce the concept of “team” and put something additional in the hands of those who lift her up in prayer and financial support.

Here are some other suggested items to include in appointment kits:

  1. Some type of visual/infographic on how much support you need to get to 100% – I call these log charts. (ie. 50 people at 50$, 15 people at 100$, 10 people at $150, 5 people at $200, etc.)
  2. Brochures or other printed materials specific to your ministry assignment from your sending organization.
  3. Pre-addressed stamped envelopes for anyone who wants to send a check in immediately.
  4. Your organization’s commitment or pledge forms. (don’t leave home without it!)
  5. A sheet with your budget spelled out. **I recommend giving this only as needed – to people who ask for more information on your budget. As in, don’t start off providing specifics on your budget unless your talking to someone like a pastor who may understand your budget needs a bit more – simply state that your need is to get to 100% raised, NOT that you need X amount of monthly support.
  6. Small gift or token for those who commit to support and/or pray.

Things to keep in mind when making your kit:

  1. Create some type of branding! Melody has made a stamp that creates something of her own logo. It doesn’t necessarily have to be a logo, but thread your branding and use the same fonts, colors, and concepts for each item. Create a cohesive look that makes everything sync together.
  2.  If you haven’t already, create a tagline and use that tagline throughout each of your appointment kit items (where appropriate).
  3. Use professionally taken photos. No selfies!
  4. If your ministry organization has a logo, make sure to use it! Put your organization’s recognizable logo into what you create so that people can quickly see you are a part of a larger organization with experience.
  5. When creating your appointment kit, challenge yourself to always think through the lens of a potential partner. What questions would they have? What would be helpful information and/or wording for them?

Any other items you can think would be helpful in an appointment kit? Tell us in the comments!

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Author: Jenn Fortner

Jenn Fortner is a seasoned fundraising coach with over 10 years of experience. Currently Jenn serves Eurasia Assembly of God World Missionaries and provides guided training and coaching to over 100 missionaries. Right out of college Jenn began to raise her own funds for ministry assignments and quickly realized a heart for not only ministry, but for the people who served as her financial and spiritual team throughout years of ministry. Jenn began a journey of coaching others called to ministry to develop a relational approach to raising their funds, and has coached over 300 missionaries throughout their journey of fundraising.

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