GENEROSITY AUDIT
The Book of Discipline and the Conference tell every
church that they have to do an audit every year! For some, understanding why is
difficult.
·
After all, we know our treasurer is responsible
and wouldn’t do anything wrong.
·
We don’t need an audit if there’s nothing
wrong.
·
It’s just so much work to pull all the
documents together.
I do appreciate the idea, but we’re not doing church financial
audits because we thing there is something wrong or we don’t trust someone. Actually,
conducting an audit isn’t a symbol of distrust! It’s a mark of responsibility;
it’s good stewardship demonstrated for all to see; and it’s a message to local
church donors that you care about their gifts!
And those same reasons that we have for doing a financial
audit are the reasons for doing a generosity audit. Why? Because the idea of a
generosity audit is to do a deep dive into how a donor perceives the churches
and to understand how the church communicates to the donors from the donor
perspective. Using this generosity audit as part of a stewardship and
generosity plan will how elevate the cultures and theology of generosity that
exists in the church, with the objective of increasing the operating income by
engaging the heart and passion of the donor.
Did you catch that? It doesn’t talk about increasing
operating income by getting new members, or talking about meeting the budget or
engaging pocketbooks and wallets. It talks about heart and passion. How we “do”
stewardship has to change in the local church. We are well past the point when
focusing on the need of the church to give is effective. We are well past the point
when focusing on the need of the giver to giver has to start.
What are some questions that are answered as part of a
generosity audit? Some examples are:[1]
1.
Does your pastor know who gives and how much?
a. Knows
nothing, wants to know nothing
b. Wants to
know but is denied access
c. Has some
idea and is given some information
d. Has full
access
2.
When a person is asked to serve in a leadership
role, is how or her giving taken into consideration?
a. We would
never do something like that
b. Our pastor
might make reference to it
c. Yes,
we take seriously a person’s generosity and giving when filling leadership
positions in our church.
3.
Do you regularly tell stories of how your ministries
change lives?
a. In
worship _____ yes _____no
b. In
newsletters _____yes _____no
c. In
giving statements _____yes _____no
d. In
email blasts _____yes _____no
4.
Does your church have a unique vision for ministry
that unites your congregation and sets you apart from our churches?
a. No
b. Our
pastor might
c. Yes,
but we really aren’t united around it
d. Yes,
and it drives everything we do as a church
5.
Do you regularly thank your pledgers and your
givers? _____yes _____no
There are many other questions in an audit that will help
you understand now church donors interact with the church; how to encourage and
cultivate increased giving by more intentional connection to the vision and
mission; and determine specific steps in engaging giving.
If this is something that your church would benefit from
(and everyone would), please let me know, and I’d be happy to work with your
church and share some resources. (susanranous@unyumc.org)
[1] Generosity
Rising: Lead a Stewardship Revolution in Your Church, Scott McKenzie
(Abingdon Press, 2016)