Case Documents

Okay everyone, let’s learn about a tool that can be very helpful in communicating your ministry assignment. Enter: the wonderful Case Document! There are a variety of situations in which creating your own Case Document can come in handy as you raise your support, so below I’ll describe what a Case Document is, situations in which Case Documents can be helpful, and provide you with some awesome examples. Let’s get to it.

What is a Case Document?

Think of Case Documents as a 1 to 2 page resume. It is a paper snapshot of you and your ministry. Case Documents should include:

  • A short introduction of who you are and your desire / passion to serve in your ministry. Consider sharing your calling to ministry.
  • A brief statement about where you are going and facts about the place you are serving.
  • What you’ll be doing and your ministry goals. Include your organization of course!
  • What your financial need is / budget information.
    • *It may be a good idea to have two versions of the Case Document. One version has your budget information and is good for pastors and churches. Having budget information for pastors is a good idea. Then create another version and take off the budget information. That one is better for individuals that may not need to know your exact budget information.
    • *For the version without budget details, include instead percentages of how far along you are percentage wise raising your budget and update it frequently.
  • Explain how the reader can help financially and pray (and even go if interested)! Include needed account numbers and contact information for anyone interested in giving.
  • Consider including an endorsement from prominent people in your ministry. (team leaders, pastors, etc.)

Case Documents should also include these vital elements:

  • A high quality photo (include family if married)
  • First and last name(s)
  • Needed logo(s) and branding from organization
  • Contact information
  • Giving information
  • Recommended: social media links
  • Recommended: your tagline
  • Recommended: photos of country or population / people in country or population you’ll be serving
  • Recommended: printed on quality paper!

How Can Case Documents Be Helpful?

Case Documents can be helpful for churches, district and sectional councils (pastor or ministry organization network events), emails or snail mail to pastors, back display tables at events or churches, fundraisers, events, etc. Think of them as a great way to show a level of professionalism, to share a quick summary of your ministry, and to provide a way for you to stand out among the crowd.

You may consider mailing out Case Documents or emailing them before contacting a pastor / church for a potential service or appeal. You can also carry them around with you for anyone you meet interested in hearing more about your ministry or use them as a information sheet on a back table of an event.

You can create your own Case Document using programs such as Pages or Publisher. If you have the room in your budget, consider getting them professionally made. I highly recommend that route if you don’t know your way around design. The better they look, the more you stand out! Some places I like to send people for case documents:

BHDesign

Commission Creative

5DCreative

Faith House Design Group

Examples of Case Documents

(all examples have had names, contact info, and location taken out for security purposes – so read between the lines!)

War case document the one copy

Walker case document theone PAG 2 copy 2

 

Ken Case Document copy

KKeen Case Document copy 2

 

Dieu Case Document copy

Dieu Case Document copy 2

 

Sul Case doc copy

Suli Case doc pg 2

Mill Case Document copyMil Case Document copy 2

 

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Connect Cards

After a wonderful conversation with an individual about your ministry assignment, have you ever given someone a prayer card PRAYING that they will remember to contact you? Have you ever spoken at your home church, small group, or fundraising event and gotten stuck at your back table talking to a particularly chatty individual? All the other people scurry to lunch before your conversation ends and you feel the wave of missed opportunities that just passed? Whomp.

Insert a wonderful tool to help combat: connect cards!

What’s a connect card you ask? It’s a stack of individual cards you put on your display table, chairs of an event, and/or attach to Sunday morning’s bulletin. Connect cards give you the ability to follow up with interested people after a service or event is over, and is an effective tool all about facilitating more face-to-face appointments and building relationships with the body of Christ. Connect cards can serve as a way to “keep the ball in your court” by grabbing interested people’s contact information instead of just giving them a prayer card and hoping they remember to contact you.

Below there are some examples of connect cards from various workers I coach. (thanks guys!)

Now, don’t go off quite yet and make your own. I want to explain something important first: keep in mind that connect cards are only appropriate in certain circumstances.

“Connect cards are only meant for events, services, and small groups where you have gotten permission to connect personally with individuals about giving.”

Connect cards should only be used when they fall in accordance with a pastor / leader’s protocol on giving. Don’t assume that these cards can be placed on chairs of a congregation without communication or sneakily stuck into bulletins on a Sunday morning without communication / permission prior. Connect cards are only meant for events, services, and small groups where you have gotten permission to connect personally with individuals about giving (or if you are hosting a fundraising event that you are hosting on your own).

Why is this so important? A lot of churches do their missions / ministry giving by collecting offerings and disbursing where the church leadership collectively decides. That means if you were to come into that congregation and ask all the people inside to give to you personally, it may mess up what the pastor, board, and leadership of the congregation has decided to give to. You DO NOT want to be that person. #boo

Thus, connect cards are preferably only when you ask the pastor / leader “how does your congregation do missions / ministry giving?” If they say you may connect with individuals inside of the congregation on your own, connect cards come into play.

Connect cards are ideal when speaking to your home church (after you’ve figured out the protocol with your pastor on giving), small groups, fundraising events, and the like. If you do use connect cards, make sure to explain them from the platform in which you are speaking from – letting everyone know how to fill them out and what they are for.

I hope these help you as you seek to build out new relationships as you interact with the body of Christ! See the examples below and have fun building yours! I do have a contact who makes connect cards for workers, if your interested in getting one made – contact me and I’ll get you in touch! -JF

Connect Card side 1Connect Card side 2 copypostcard-3.5inx5.5in-h-frontpostcard-3.5inx5.5in-h-front

Connection Form PDF copy

 

HOW TO TALK TO YOUR AUNT MERLE AND COUSIN GARY AT CHRISTMAS

I know from my own experience and coaching numerous workers that seeing relatives over the holidays can be stressful, and can be particularly stressful when raising support. Do you make an ask, or just conversation? How much detail should you go into about your assignment with that relative that isn’t a believer? What’s with all the side comments and disapproval from Aunt Merle?!

Sigh.

Unfortunately, I can’t give a formulated response to how to handle every conversation with your relatives. There are simply too many variables, such as the strength of the relationship, how far along you are with raising your budget, if you have had a personal conversation with them or appointment prior concerning support, etc. Making an ask during Christmas may be the best course of action, however it may also not be the time for it. How does one know? The only thing I can offer here without knowing your exact situation are a couple of quick tips:

  1. If you are going to make an ask during Christmas, I would consider trying to prepare your relatives prior, making sure they understand you want to set aside time to talk with them specifically about your assignment and ask if they would like to join some aspect of your team. Essentially, treat it the same as you would prior to an appointment, it’s just the appointment may be during Christmastime.
  2. If you are having trouble figuring out the best course of action on how to approach family members over Christmas about support, consider asking a seasoned worker or coach on how to best approach these important conversations. Sometimes having a sounding board, and particularly one with experience, can be extremely helpful. Don’t be afraid to get into the weeds with your coach or mentor and explain the relationship dynamics.
  3. When talking about support or your assignment in general, err on the side of boldness and confidence. The more confidence you have in yourself and in your ministry, the more your relatives will too.
  4. Not too much unlike, #3, favor honorable directness over beating around the bush when talking about support. Don’t hem and haw around the subject. Experience has shown me the more up front about it the better.
  5. Lastly and most important: this Christmas, strive to be a good listener.

Listening is one of the most important skills you can learn to perfect in conversation, and all it takes to do so really is a little mindfulness. When it comes to Christmas, you will undoubtably have numerous opportunities to practice! Thus, my main piece of advice is to strive to listen. Be present in the moment, and present with the person in front of you. You can try literally telling yourself  (maybe not out loud though, so those relatives believe your sane) to focus on the people around you and not on yourself. Think about listening more than you speak. Believe that your aunt Merle and cousin Gary have something to teach you, because truly everyone has something to teach you!

All of that being said, below are 10 easy steps to become a better conversationalist. Try and keep these things in mind as you speak with those relatives that may challenge you this Christmas.

listening-5c-20_34854966 (1)

Be a listener that is seeking to understand, not just seeking to get a word in and reply. Your relatives will appreciate your attentiveness and chances are you will feel more inspired and fulfilled by being mindful of the people around you and really focusing on them. Treat your Christmas parties, celebrations, and interactions with relatives as an opportunity for ministry! I pray you have a Merry Christmas friends!

The Pre-Itineration Task List

Recently, I attended a conference where I met with numerous workers who have lived off of support for a long time. Some of them had been in their assignments for over 15 years! Most of the workers I connected with are coming back home to enter into itineration and wanted some advice on how to best navigate a new successful season of support raising.

I found in my conversations that I was encouraging these workers to do several strategic things before they came back home, and I thought it would be helpful to share those ideas here. So, if you are already in your assignment and are gearing up for another season of raising up your team – this is for you! If you haven’t raised your support and haven’t made it to your assignment, tuck this post away for the future you! I hope these give you great ideas of where to start before you land back home. – JF

pre-itineration_31724110 (6)

I hope this gave you some helpful ideas! Below are some links with further information.

Here’s a link for more information on Connect Cards

Here’s a link from Support Raising Solutions on LOG charts

Here’s a link for more information on Fundraising and Non-Fundraising Events

Here’s a link explaining an outline of a Case Document

Using Texting As a Tool In The Support Raising Process (re-post from SupportRaisingSolutions.org)

This post comes from the wonderful people of www.supportraisingsolutions.org and the brain of Aaron Babyar, a friend and fellow partnership development coach. (Have you ever read The God Ask? You should!) Aaron and I on numerous occasions have conversed on coaching, support raising, and how we can better train workers how to biblically support raise. We have dialogued specifically about texting vs. calling, and when I read this post on text messages to potential partners I was beyond thankful for the brilliant explanation that Aaron gives to how texting can be helpful and harmful in the support raising process. This is an issue I regularly see workers struggle with, so I felt it definitely needed reposting here at jennfortner.com. I love Aaron’s sample texts – I think they are great templates to use as you develop your own language on financial partnership. Thank you Aaron and the SupportRaisingSolutions.org team! – JF

Using Texting As A Tool In The Support Raising Process – from supportraisingsolutions.org/blog/

“Hey (potential ministry partner), I am excited about my new role with XYZ ministry! I’d love to get together with you soon to share my vision, budget goals, and how God is using this ministry to change lives. Could we maybe grab coffee next Thursday morning?”

You hit send on your well-crafted text and wait for their reply.

Crickets.

Although texting seems to be a preferred method of communication these days, the majority of successful support raisers I have spoken with tend to avoid using texts to set appointments because of a high failure rate. There are a number of reasons for this, including a reality that some people might see the word “finances” or “budget” and quickly dismiss your appointment request without ever replying. When trying to secure an appointment, it is more personal and interactive to do so verbally, whether over the phone or face-to-face. Filling your appointment calendar by shooting out some texts certainly sounds appealing, but unfortunately text messaging in this stage of support raising often doesn’t work so well. You could literally communicate this very message to someone verbally and likely get a better response than sending a text message using the exact same words!

A helpful exercise might be to think of all forms of communication as tools in your toolbox. Not every tool is going to be the best instrument for every job. For instance, it’s unlikely you will ever need a sledgehammer when repairing your computer (though you might feel like you want to use one sometimes)! But if you want to break up concrete, you will want that sledgehammer and not a rubber mallet. When trying to set up an initial appointment, texting seems to act like a sledgehammer being used on the wrong job; however, that doesn’t mean you should never use that tool. Here are at least 3 other occasions when texting might be the right tool for the job.

1. Setting up an “appointment request phone call”

I’ve had times when people simply don’t answer their phone or return calls despite two or three attempts at calling. Maybe I even left a short voicemail or two in which I didn’t mention money, but they still aren’t replying. At this point, my new go-to method is to send a short text like this: “Hey John, this is Aaron Babyar. Sorry I keep missing you. Is there a better time to talk later today? Or perhaps is now a good time to talk?” Some people respond by calling me immediately. Many others eventually reply, which jump starts further communication. Note that I ended my simple text with a question or two. That might be partially why some are compelled to finally respond.

2. Confirming the appointment

I like to send a statement message 12-24 hours before a planned get together. For instance, “Jeff, I’m looking forward to seeing you tomorrow morning at 9 a.m. at Kennedy Coffee.” This serves to help them remember our commitment to meet, and if perchance they have also scheduled something else during that time and accidentally forgotten about me, it also allows them time to rearrange their calendar. Meanwhile, it saves me from drinking coffee all alone, again, because I forgot to confirm…again!

3. Post-invitation follow up confirmation

When someone gives a “maybe” answer to potentially join my team, I’m careful to set a follow-up expectation during the meeting by saying something like, “Great. Sounds like we agree that we can follow up this Saturday. I will be praying for God to lead you and your husband as you process this potential partnership in the gospel.” Meanwhile I want to be praying for them, and I always send a recent newsletter as they are hopefully moving towards making a clearer decision.
Increasingly though, I have begun to send a text the day before our follow-up that looks something like this, “Sarah, thanks again for prayerfully considering joining my support team. We had discussed clarifying your decision by tomorrow. Let’s plan to touch base in the early afternoon.” I’ve had a variety of replies to statements like this: from people who have already decided “no” who text me their decision on the spot, to people who ask if we can wait one more day, to people who have already decided “yes” that respond, “Great. We are in for $150 a month. Talk to you tomorrow, and maybe you can tell us how to set that up.”

Sometimes, sending a text message is the perfect tool for the job. Be sure to know when to use it, when not to, and when to search through your toolbox for a different form of communication.

10 Easy Ways To Connect With Financial Partners

 

Here’s a statistic that Bill Dillon, a guru in the support raising world and author of People Raising, has that I think you’ll find potent:

For every 100 people that stop supporting you:

66% of people stop giving because they think you don’t care about them

15% are unhappy with your organization

15% transfer their giving somewhere else

4% move away or die

Woah.

When I train missionaries on how to raise their support I tend to stay away from the word “fundraising” for many reasons, and when I really think about it — this statistic is at the heart of all of my reasons. Basically,  No one wants to invest in something that yields no return. If an individual gives a worker monthly support and feels as though the worker could care less about their giving, they will likely go somewhere else with their giving dollars.

And in my opinion, they should.

Ouch! Why you ask? Because the reason donors are investing in the Great Commission is because they are called to be a vital part of the Great Commission too. And if they are called to be a part of the Great Commission, why should they be made to feel as though their “vital part” is on the sidelines and forgotten?

I believe that one reason we forget to invest in the relationships we have with our financial partners is because we forget (or perhaps don’t have the paradigm) that they are as vital to the work that we are doing as we (as ministers) are. That being said, many christian workers on financial support struggle in the area of continually connecting with their financial partners even they have a high value for their relationships with them.

It makes sense. We are all busy. Ministers are typically very busy. I totally get it.

As much as I understand, I also believe it isn’t a valid excuse. There are so many easy ways to connect across continents in our world. As such, I would like to offer up 10 suggestions on how workers on financial support can continually, quickly, and easily connect with churches and individuals who financially invest in the kingdom work they are doing.

10 Ways to Connect

1. The Quarterly Newsletter

Here’s a no-brainer: Send your newsletters. You should do a minimum of four a year. Keep them short and talk way more about ministry than personal things. Include pictures of active ministry (no vacation spots).

2. Short Email or Letter

When you get on the field, pick 10-15 financial partners each month and email them a QUICK and SHORT personal hello/touch base. For example:

“Hi Sally, just wanted to touch base with you and see how you have been doing. You and Chuck are on our prayer list for this month and we are wondering if you have any updates or requests? Things here are going wonderful. We just finished with our building project and couldn’t be more excited to receive students this coming fall. There will be 10! We will definitely be busy with it but we are pumped! I am also really looking forward to getting back into teaching. Anyhow, hope you all are well and let us know how we can be in prayer for you.” – Jenn

See…how painful is that? It took me all of two minutes to write that… You may be saying, but what happens when they write back? If they do, take another minute of your day to promptly reply to those who responded to your email. If all 10 respond it will take you around 15-20 minutes to respond to everyone. Then, take the time to mention them in your prayers and follow up with that as you have time and God leads. Keep a simple notebook. Write them down. It will make all of the difference and mean so much to the people spending so much time praying for you.

Once you have gone through your 10-15 partners each month, circle back around your list. Put these on some sort of white board in your room or house to remind you, or put it into a calendar each month. Whatever you do, calendarize it in some way.

3. Postcards and Presents

Send small gifts or postcards to your financial partners. Tell them thank you for their continuing support.

imgres-1

I recently received a postcard from a friend vacationing in Costa Rica. That postcard remained on my fridge for 2 months for two reasons: (1) My friend thought of me from a far off destination and it made my day getting that postcard! (2) It was beautiful! Personally, I’m a sucker for a pretty print of any far off destination.

Small gifts do not have to cost much to mean a lot.

4. Stay Active on Social Media

  • If you don’t already have one, create a Facebook page. Create a secret group if you are going to a sensitive country. Stay active on it while you are on the field. Pictures, prayer updates, short videos, scripture verses, and praise reports are all fantastic. *If you are somewhere sensitive keep that in mind while posting and follow the rules of your organization.
  • Consider getting onto Instagram and Twitter as well! This is not for everyone, and typically I say to start with one social media outlet (probably Facebook) and do it well. However if you have the time and know-how try one or both of these. I love posting on Twitter and have a personal Instagram page as a creative outlet. Both have been effective in communicating with friends and helping me to network on a larger scale.
  • Another great thing to think about doing in your secret Facebook groups or if you have a ministry page is a Facebook Live. If you choose tdownloado do one before hand promote the time your event will be taking place, and take care to choose a time that works well for your financial partners. When you do a Facebook Live event, make it a guided Q&A and consider doing your Facebook Live in an interesting place. That Facebook Live will record as a video so anyone not able to make the time can view later!
  • Facebook message your financial partners or like their posts. Stay active on your personal page (including Twitter or other social media outlets).

5. I’m Thinking Of You

Sometimes as I listen to audio sermons, worship sets, podcasts, or scriptures, I’ll check in with God and ask if He would like me to share any of those with my friends, family, or financial partners. If I feel prompted, I’ll send that sermon or verse to a friend on Facebook with a little message. These have to make sense and the sermons probably shouldn’t be overly convicting on major sins or anything. (Don’t imply that your friend has a problem). Use common sense. ie. Don’t send a message on tithing to a partner who hasn’t recently been giving.

6. The Church Letter or Video

Write a short letter to the churches that financially partner with you. Put a note in to the pastor to please read where he feels it appropriate to the congregation (small groups, prayer groups, Sunday school). Make-your-own-Video-1080x675If you don’t have time for a letter, create a quick video on your smart phone or computer and email it to the pastor. Ask the pastor to share that with his congregation or prayer group if possible.

7. Events

When you come back home, hold an event in key areas where your financial partners are. During the event provide desserts and coffee. Share stories from the field, answer any questions, tell them about your future plans, and thank them, thank them, and thank them.

These events can be as elaborate or simple as you want to make them. I would of course error on the side of taking care of your important guests by providing refreshments and some sort of dessert or snack – these also provide an incentive for your guests to come.

Create connect cards for those interested in giving for the first time.

8. Face to Face

In addition to the church event, when you come home set up one-on-one coffee times with pastors and friends and family that have supported you. Thank them and catch up on their lives while you were gone. Be relational and intentional. Really, this shouldn’t be optional!

9. FaceTime / Skype Meetings

Are you spending some time on FaceTime or Skype with your far away family and friends? Why not pick 6-12 financial partners per year to Skype or FaceTime while on the field? This is particularly good practice with financial partners that are giving sizable amounts or with churches and small groups that are partnering financially. Give them a real-time live update on where and how you are. Take them into an actual ministry event via Skype or FaceTime on your phone if you can. They will be floored at your thoughtfulness and most likely continue to financially partner you throughout assignments to come.

10. Text them!

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There are multiple programs available that will allow you to set up video and picture messaging while on the field. If you have a urgent prayer request, why not send a group text message out to your financial and prayer partners with a picture detailing your prayer need? If you have a praise report, send a text and allow them to celebrate with you (of course, keep in mind time zone differences so that you are not texting them at 2:00am)!

In Closing

If you are a worker on financial support, I hope that these simple ideas to connect with your partnership base help you. Let’s remind our financial partners that they are important to us and to the Great Commission! Let’s keep our attrition rates up with our financial partners by spending just a little time letting them know that we care. Let’s value them! Let’s realize that they are vital part of what we do. Amen? Amen.

The Merry Christmas Resource List

Quick post here of resources I find helpful in the support raising process. Merry Christmas everyone! – JF

resource-list-2_14842358

 

  1. Cadre31
  2. A Spirituality of Fundraising by Henri Nouwen
  3. Piktochart
  4. Sway
  5. Dunham & Company
  6. iMissionsProTNTMPDMPDXDonorElfSupportGoal
  7. Funding Your Ministry by Scott Morton
  8. The Phone Call Mind Map
  9. Commission Creative
  10. Chalkline
  11. Support Raising SolutionsThe God Ask
  12. Canva
  13. 101 Fundraising
  14. Portent’s Content Generator
  15. Wunderlist
  16. GiveWay
  17. MobileCause

Help! I Don’t Speak Mailchimp!

If you find yourself daunted by beginning a email newsletter to your partnership team, you are not alone. I get numerous questions from workers wondering how to best set up snail mail and email newsletters.

One of the most popular services for electronic newsletters is Mailchimp. Mailchimp is a free online e-newsletter creator. Though Mailchimp is relatively easy to use, it does come with a learning curve even for more the more computer experienced of us out there. It uses language like “Campaigns” “Segments” and “Subscribers” that isn’t cut and dry for everyone. Thus, this post is a I-don’t-speak-Mailchimp step by step guide to sending your first e-newsletter. Keep in mind this post is for the beginners out there – I see you! Here we go friends.

Step 1: Get onto Mailchimp. If you haven’t already, create a username and password and login into Mailchimp.

Step 2: When you set up your account – click “Subscribe to Getting Started.” If you click this handy feature, Mailchimp will send you emails that will be helpful in creating future newsletters (in Mailchimp lingo these are called “Campaigns”).

Step 3: Build your List of people to send e-newsletters to.

A. Click “Lists”Mailchimp ListsB. After clicking on Lists, click “Create List”.mailchimp lists 2C. Fill in the List’s name, what email address you’ll be sending this from, your name, and other information needed.

D. Next, Mailchimp will pop up a screen that says “You have no contacts” and give you a choice to either “Import your subscribers” or “Create a signup form” to get started. Unless you have a blog you want to create a sign up form to get subscribers from – you will either want to import your contacts or click “Add contacts” (see screen shot below) and add them one by one manually.

Some people (like myself!) like to add them manually so there aren’t any glitches in the process of getting them from one program to another – but it does take time. So choose what works best for you. Mailchimp Lists 3** If you do choose to import your contact list typically you’d either do so by .csv files (this is good if you keep your contacts organized on your computer using a program such as “Contacts” for Macs or “Address Book” for PCs) or by copy and pasting from a file (for instance from Excel). Either way you may have some cleaning up of your files to do, so be patient! mailchimp lists 4E. When you are done importing or manually adding the subscribers to your List, you are ready to move onto Creating Your Campaign!

Step 4: Create Your Campaign! 

A. Start creating your campaign by clicking in the upper left hand corner “Campaign”.

B. If you have a new account, Mailchimp will take you to the screen below that says “What do you want to create?”. Choose “Create an Email”. (If you have an existing account click “Create Campaign” on the upper right corner of Mailchimp’s screen first, then the screen will ask “What do you want to create?” choose “Create an Email”.)

create campaign mailchimpcreate an email mailchimpC. Choose “Regular” for your email type. Choose a campaign name, then click “Next” at the bottom right of your screen.

D. Choose the List you are sending your Campaign to. This should be the List you just made in Step 3. Then, click “Next” on the bottom right of your screen.

E. Fill in your Campaign Info. Make sure when filling this out to chick “Personalize the To Field” so your subscribers get emails addressed to them personally. When you are finished click “Next” on the bottom right of your screen.click personalize field boxF. Now it’s time to select a Template. There are a lot of pre-made templates out there that are great! If you’d like to go the easy route click “Themes” and explore until you find one that works for you. If you want to choose a Layout and build the template yourself go for it! Simply click “Layout” and choose the one that works best for you. You’ll spend some time custom making your Template by choosing design and content elements. (Mailchimp also has a couple of helpful links in the Layout feature that will help you get started). choose theme mailchimpG. Now that you’ve chosen and designed your Template, it’s time to actually put together your newsletter. When you create your newsletter, you can choose to add some of the elements on the left side as you wish (such as additional text, images, graphs, etc.). To do so simply drag and drop where you want the element to the right side of your screen onto your existing Template.Start creating mailchimpH. When you are done creating your newsletter and carefully writing your text, I recommend previewing your Campaign and sending a test email to yourself first – so you can make 100% sure your e-newsletter is awesome!send a test email mailchimpStep 5: Send Your Campaign and Your DONE! 

Now that your done – click “Send”. You have successfully sent your first e-newsletter using Mailchimp. Congrats!

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I hope this tutorial is a help to those who don’t speak Mailchimp. Godspeed and good luck my friends, and may your future e-newsletters be awesome.

If you want more information on how what content to include in your newsletter, go to this previous post I did on the subject.

*Mailchimp will NOT create a PDF version of any Campaigns you create, so you CANNOT send snail mail newsletters using Mailchimp. My suggestion is to use a service like Mailchimp for e-newsletters and create a snail mail newsletter in another program – and make them similarly branded and cohesive. 

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!