2017-2020 Capital Campaign
$1.5 Million in pledges to be paid over 3 years.
New Heating and Air Conditioning System
Accessibility and Visibility
“Bridge the Gap” Fund for Director of Justice & Pastoral Ministry Position
Patio Improvements (Hopefully)
Learn More About the Combined Campaign
The Capital Campaign Committee has been working hard the past year and a half researching and consulting with experts on what capital improvements are required for us to be a Spiritual Community for Our Time. Please join members of the Capital Campaign Committee at ONE of the following house parties between March 11 and April 15 to get the most up to date details of these exciting new capital improvements and to turn in your Combined Stewardship & Capital Pledge form.
Sunday, March 19, 2017 3 – 5 PM near Central Ave & Northern Ave, Phoenix
Sunday, March 26, 3 – 5 PM Friendship Village, Tempe
Sunday, April 2 3 – 5 PM near 3rd Ave & McDowell, Phoenix
Saturday, April 8 1 – 3 PM near Via Linda & 90th St, Scottsdale
Saturday, April 8 3 – 5 PM near 40th St & Camelback, Phoenix
Money Matters 101: Combined Campaigns
Every Spring the congregation has an annual Stewardship Pledge Drive where we ask Members and Friends to renew their financial commitment for the next year of ministry. Every five or so years, we hold a combined Stewardship & Capital Campaign where we simultaneously raise money for the annual operating budget, capital improvements for our campus, and major investments in our ministry. Here’s a Business Administrator’s explanation of how this works.
Your Stewardship Pledge
Your Stewardship Pledge always covers a 12 month period starting July 1st and ending June 30th. All of the funds raised for Stewardship support the the day-to-day operating expenses of the congregation. Each year the staff ensures that financial resources are budgeted to support the Implementation Goals for the year. For example, one of our goals for the 2017-2018 ministry is to offer Identity Groups again in the fall and continue to grow the strength of our Justice Ministry Teams. We have included financial resources in the budget to help make this happen.
The Unitarian Universalist Association created a Suggested Giving Guide (http://www.phoenixuu.org/uua-suggested-giving-guide/) that helps folks think about their level of giving based upon their level of commitment to the congregation. The Stewardship Committee asks that Members give 5% of their adjusted gross income. For many people, a pledge of 5% can be easily reached or even surpassed. For others, such a goal may not be possible. That’s OK, every gift counts and every gift is needed and appreciated.
Stewardship Pledges are typically paid either monthly or once a year. We encourage Members and Friends to pay monthly to help keep a balanced budget. You’ll receive a quarterly pledge statement in July, October, January, April, and July. The January mailing includes a tax-year summary of all your donations and pledge payments.
Your Capital Pledge
Your Capital Pledge will cover a three year period starting July 1st, 2017 and ending on June 30th, 2020. We hired a fundraising consultant and formed the committee who worked with the staff to decide what projects will be included in this new Capital Campaign. All the funds raised for the Capital Campaign support very specific projects: new Heating & AC equipment, renovations to the northwest parking, pathways and patio to increase accessibility into the main building and sanctuary, and a fund for growth to build capacity for justice and adult ministries. This third item is a fund that will provide partial support for Emrys’ position as Director of Justice and Pastoral ministries as our operating budget grows to fully fund the position over the next 5 years.
There is no suggested giving guide for a Capital Campaign. Most of the money raised will come from members’ assets such as stock donations or IRA distributions. However, gifts from Members and Friends’ discretionary income will be needed as well to make the goal. For those who are working with one pot of money for which Stewardship and Capital Pledges are paid from, we ask that you maintain your current Stewardship Pledge before calculating your Capital Pledge. If your Capital Pledge is literally giving up one Starbucks a week, it counts and is greatly appreciated!
There is tremendous flexibility in fulfilling a Capital Pledge – monthly, quarterly, annually, or in a lump sum, and most folks spread their payments over the three years. All that is asked on the pledge form is that you indicate your intentions so the congregation can budget the capital funds appropriately. When you make a payment on a Capital Pledge, please be sure to include “Capital Pledge” in the memo line of your check or in your stock donation letter. As you start to receive your quarterly pledge statements you’ll want to pay close attention to make sure that your gifts are being recorded appropriately to either Stewardship or Capital. Mistakes happen, but we can fix them easily enough if you let the office know.
Please let me know if you have any questions, comments, or concerns about the logistics of pledging, donating, or the congregation budget. I can be reached via email at firstname.lastname@example.org or by calling 602-840-8400 ext. 202.
-Heidi Parmenter, Business Administrator