Saint Meinrad Seminary & School of Theology

Formation and Education for the Life of the Church

Executive Certificate in Religious Fundraising

Lake Institute Logo _4C_500_dpi _wideIndiana University Lilly Family School of Philanthropy's Lake Institute on Faith & Giving is conducting a pilot program of its Executive Certificate in Religious Fundraising (ECRF) September 8-11, 2014. The certificate program is being hosted at Saint Meinrad Seminary and School of Theology's Institute for Priests and Presbyterates.

The ECRF is aimed to meet the growing needs of religious leaders in faith-based organizations and institutions, such as theological seminaries, Christian or religiously based colleges, independent mega-congregations, denominational development offices, traditional congregations and faith-based nonprofits.

The ECRF is intended to serve individual clergy who wish to gain an expertise in fundraising principles and practices and to train development personnel who serve faith-based organizations.
 

Course Instructors

Conway Daniel Conway is the senior vice president for planning, marketing and advancement at Marian University, Indianapolis, IN.

An internationally known author, speaker and consultant on stewardship themes, Dan Conway has more than 30 years of experience helping Catholic organizations in strategic planning, communications, stewardship education and development. 

During the past 16 years, Mr. Conway has provided consulting services to more than 30 Catholic organizations, including archdioceses, dioceses, seminaries, Catholic schools and religious communities. A graduate of Saint Meinrad College, he earned a Master of Arts degree in Religious Studies from Indiana University and a Master of Religious Education from Saint Meinrad School of Theology.

Presentation - Shaping a Theology of Money 
   
Enright William G. Enright, Ph.D.  is Director of Lake Institute on Faith & Giving at the Indiana University Lilly Family School of Philanthropy, and former senior pastor of Second Presbyterian Church, Indianapolis. 

He is a graduate of Wheaton College, Wheaton, Illinois; Fuller Theological Seminary, Pasadena, California; and McCormick Theological Seminary, Chicago, Illinois. He earned a PhD from the University of Edinburgh, Scotland. Dr. Enright is a director of Lilly Endowment, Inc. and a member of the Board of Trustees of the Foundation of the YMCA of Greater Indianapolis.

He has authored several books, the latest being Channel Markers, and lectured at numerous colleges, universities and theological institutions as well as for business associations such as The Young Presidents and World Presidents organizations.

Presentations - Nurturing Generous Congregations and Organizations; Nurturing Generous Donors 
   
Tempel Eugene Tempel, PhD, is the founding dean of Indiana University Lilly Family School of Philanthropy. He is the President Emeritus of the Indiana University Foundation and Professor of Philanthropic Studies and of Higher Education, Indiana University. 

Dr. Tempel is a nationally recognized expert in the study and practice of philanthropy and nonprofit management. His career spans more than two decades in higher education administration, fundraising and teaching.

He directed The Center on Philanthropy at Indiana University, and is a member of several boards, past chair of the Indiana Commission on Community Service and Volunteerism, the first elected president of the Nonprofit Academic Centers Council, and a member of the Independent Sector's Expert Advisory Panel that created national guidelines for nonprofit governance and ethical behavior.

Presentation - Fundraising as Ministry 
   

Course Description

Four one-day core courses, selected readings, online peer-group conversations, an integration paper outlining a year-long fundraising program and a final paper assessing the effectiveness of the fundraising program frame the requirements for the Executive Certificate in Religious Fundraising.

  1. Nurturing Generous Congregations and Organizations - Dr. William Enright. This foundational course will survey the changing landscape of religious giving with a focus on its implications for faith-based fundraising. The concept of generosity will be explored as both a religious virtue and a practice, with attention given to the social and interpersonal dynamics of nurturing generosity.

    Learning Objectives
    • Become aware of tools for assessing the level of generosity in participant's organization or congregation
    • Explore the socio-religious dynamics of generosity
    • Discover the keys to building an organizational structure nurturing generous giving
    • Learn how to institutionalize generosity: the role of values, beliefs, vision, mission and story-telling

    Learning Tools Utilized
    • The Generosity Checklist
    • The Adaptive Leadership Model
    • The Hedgehog Concept
     
  2. Shaping a Theology of Money -  Daniel Conway. A presentation on the theology of money and giving from a Roman Catholic perspective.

    Learning Objectives
    • Learn how to talk about faith, money and giving with theological integrity
    • Explore various theologies of money and giving
    • Discover what your own theological tradition has to say on this subject
    • Craft a personal theology of faith, money and giving appropriate to your congregation and organization

    Learning Tools Utilized
    • Congregational Ethnographic Studies
    • Taboo of money-talk
    • The role of moral inquiry
    • Sacred Scripture and money
     
  3. Fundraising as Ministry -  Dr. Eugene Tempel. A practical course with an emphasis on fundraising principles, practices, tools and techniques.

    Learning Objectives
    • Understand the difference between transactional and transformational giving
    • Assess your personal giving and money autobiography
    • Explore the relationship between religious values and generous giving
    • Connect the role of donor care as an extension of pastoral care
    • Understand the world of the donor

    Learning Tools Utilized
    • The Philanthropic Autobiography
    • The Cycle of Discernment
    • The New Giving Paradigm
     
  4. Nurturing Generous Givers -  Dr. William Enright. An experiential and autobiographical course focusing on the giving history and philosophy of each participant. Attention will be paid to donor profiles and donor motivations for giving. This course will also provide the fundraiser with conversational tools to use in nurturing a prospective donor through a process of discernment.

    Learning Objectives
     Awaken development professionals and religious leaders to a spiritual way of looking at fundraising as an opportunity to nurture diverse donors and facilitate their application of generosity principles in a parish setting
    • Examine the metrics used to measure philanthropy while exploring the role of relationships and faith-building opportunities for donors in parish settings
    • Learn how to solicit gifts unapologetically and act on your personal assurance of God's abundance
    • Incorporate your theological tradition in a personalized approach to fundraising; integrating key stakeholders in planning; and promote discernment and adaptive leadership in discipleship development

    Learning Tools Utilized
    This seminar will be an interactive learning experience that includes a mix of instructional methods such as mini-lectures, interactive discussions, individual work and case study application.
    • The Giving Pyramind
    • The Constituency Model
    • Case Preparation
     
  5. Integration Paper - Upon completion of the four courses, the candidate will produce an integration paper outlining a year-round stewardship or annual giving program designed for the particular institution he or she serves. The paper is to reflect the insights of each of the four courses and outline how these practices and ideas will be integrated into the fundraising program and mission of the particular organization or congregation.
     
  6. Reflection Paper - Each participant will produce a final reflection paper in which he or she assesses: (a) his or her role and personal effectiveness in the year-long fundraising program, (b) the role of the institution in the program, (c) the way in which constituents responded to this program, (d) the promise this program holds for the ongoing financial health of the institution or congregation. 

Certificate Program Bibliography and Resources

Sun., Sept. 7  
2:00-6:00 p.m. Check-in and Registration
5:00 p.m. Evening Prayer with Monastic Community (optional)
5:30-6:15 p.m. Dinner
6:30 p.m. Social
 
Mon., Sept. 8   
7:30 a.m. Mass with Monastic Community (optional)
7:30-8:30 a.m. Breakfast
8:45-9:00 a.m. Welcome and Overview of Certificate Program
9:00 a.m. - Noon Session - Nurturing Generous Congregations and Organizations - Dr. William Enright
Noon Lunch
1:00-5:00 p.m. Session - Nurturing Generous Congregations and Organizations (cont.)
5:00 p.m. Evening Prayer with Monastic Community (optional)
5:30-6:15 p.m. Dinner
Tues., Sept. 9  
7:30 a.m. Mass with Monastic Community (optional)
7:30-8:45 a.m. Breakfast
9:00 a.m. - Noon Program Session - Shaping a Theology of Money - Dan Conway
Noon Lunch 
1:00-5:00 p.m. Program Session - Shaping a Theology of Money (cont.)
5:00 p.m. Evening Prayer with Monastic Community (optional)
5:15-6:00 p.m. Dinner
 
Wed., Sept. 10  
7:30 a.m. Mass with Monastic Community (optional)
7:30-8:45 a.m. Breakfast
9:00 a.m. - Noon Program Session - Fundraising as Ministry - Dr. Eugene Tempel
Noon Lunch
1:00-5:00 p.m. Program Session - Fundraising as Ministry (cont.)
5:00 p.m. Evening Prayer with Monastic Community (optional)
5:15-6:00 p.m. Dinner
 
Thurs., Sept. 11
7:30 a.m. Mass with Monastic Community (optional)
7:30-8:45 a.m. Breakfast
9:00 a.m. - Noon Program Session - Nurturing Generous Donors - Dr. William Enright
Noon Lunch
1:00-5:00 p.m. Program Session - Nurturing Generous Donors (cont.)
5:00 p.m. Departure
Dates

September 8-11, 2014. Arrival on Sunday afternoon, September 7. Departure on Thursday afternoon, September 11.

Enrollment is limited to 25 participants.

Cost 

Early Bird Registration Rate (ends July 11, 2014)

$1,200 per participant ($885 commuter rate)

Open Registration Rate - (July 12 - August 8, 2014)

$1,500 per participant ($1,185 commuter rate)

What's Included:

  • Accommodations in newly renovated St. Bede Hall
  • All meals during training from Sunday supper through Thursday lunch
  • Certificate Curriculum
  • Access to online community
  • Some required reading materials

What's Included (Commuter rate):

  • Lunch, Monday through Thursday
  • Certificate Curriculum
  • Access to online community

What's Not Included:

  • Personal travel expenses
  • Possibly some required reading materials
  • Any recommended reading materials

To Register: