Resource Development Committee 2010 Annual Report Sandra Nelson, Chair Jan Feldman, Vice-Chair Trustees: Thursday, September 9 Session: Friday, September 10 Deacons: Wednesday, September 15

2010 Re-cap and results 2010 Appeal To-date, have raised $4.4 million in pledges and gifts against $5.4 million required for budget Continued the Annual Appeal as a year-round effort Special increased efforts with New Members Improved progress reporting Launched new giving tool for recurring gifts that improved efficiency Lessons Learned There is a need for an effort like the 2009 Meet the Challenge in each year during the summer months 2

2010 Primary Drivers Score Card Individual Giving (Pledged/ Unpledged) % Participation+ Major Gifts ++ Planned Giving Corporation/ Foundation Giving 2010-YTD $4,493,22338%$1,558,354$304,457$424, Projected year-end $5,430,00040%$2,200,000$400,000$525, Budget $5,430,350n/a $180,000$584, Actual $5,633,12244%$2,429,039$991,616$547,447 + includes both pledged and unpledged giving by members ++ $10,000+ 3

MAJOR DONOR GIVING GROWTH 4

PARTICIPATION* (YTD)PLEDGED GIFTS OVER PLEDGE AMOUNTUNPLEDGEDTOTAL Units 1, ,607 Dollars$3,717,099 $194,591 $513,089$4,052,193 %Participation29%3%12% 38% 2009PLEDGED GIFTS OVER PLEDGE AMOUNTUNPLEDGEDTOTAL Units1, ,745 Dollars$3,440,590$473,916$1,495,095$4,935,685 %Participation28%12%16%44% *Member-based only

NEW MEMBER PARTICIPATON GROWTH (YTD) Year Families Joined Pledging and/or Giving Households % PRTPPledgeAll Gifts Average Pledge 2010 to-date % $ 47,412 $ 53,275$ 1, % $ 67,100 $ 69,646 $ 1, % $ 104,284 $ 183,697 $ 2, % $ 89,051 $ 116,643 $ 1, % $ 94,666 $ 118,953 $ 1, % $ 125,454 $ 178,813 $ 1,242 6

The 2011 Annual Appeal for Fourth Church and Chicago Lights: What’s new? More personal, segmented letter messaging Updated visual images showing Church Alive moments everywhere Regular, newsletter-like updates More robust and interactive web presence Messages on Facebook included in the new Fourth Church posting being launched this fall Called to be a Church Alive 7

The 2011 Annual Appeal Goals Improve communications Present Church Alive theme and messages consistently in all vehicles Emphasize the need for participation and giving at the highest levels possible Educate and inspire more members and friends to give faithfully and succeed in raising $5.7 million Clearly articulate the needs of the church and the impact of gifts received Dispel myths about Fourth Church and Chicago Lights financial needs with facts Continue to maximize utilization of web and electronic communications Properly choreograph with early stages of Project Second Century public capital campaign kick-off in spring of 2011 Thank, honor and encourage current supporters Called to be a Church Alive 8

It takes $10 million for Fourth Church and Chicago Lights to be a Church Alive through Worship, Education and Discipleship, and Mission and Service WORSHIP - MISSION AND SERVICE– EDUCATION AND DISCIPLESHIP 9

RESOURCES SourceDescription2011 preliminary Member and friend giving Includes all individual gifts to the Church and to Chicago Lights $5,700,000 Income from invested funds 5.2% draw on the income from our invested funds $1,900,000 Program fees Includes mission trips, Carnaval, and Chicago Lights receipts $1,425,000 Chicago Lights Grants Corporate, Foundation & Government Grants $550,000 Other Bequest funds used for operations, soft drink income, memorial gifts and interest income $250,000 Lilly Grant Multi-year grant supporting the Pastoral Residency program $125,000 Day School Benefit Annual fund-raising event for the Day School $25,000 Lorene Replogle Counseling Center Annual grant received from the Replogle foundation $25,000 TOTAL$10,000,000 10

Where the resources go Challenge WORSHIP$ 2,200,000 MISSION AND SERVICE CHICAGO LIGHTS CONGREGATIONAL COMMUNITY $2,200,000 $1,100,000 $2,400,000 $2,200,000 $1,200,000 $2,400,000 EDUCATION AND DISCIPLESHIP $2,000,000 GRAND TOTAL$9,900,000$10,000,000 11

2011 Plan: Summary Called to be a Church Alive! Key Dates Initiatives for Success Relation to P2C capital campaign How you can help 12

Kick-off Sunday, September 19 Special Sermons on 9/19 and 10/31 Minutes for Discipleship on 9/26 and 10/24 Pledge materials mailed September 27 Commitment Sunday, October 31 in coffee hour Follow-up calls in January and February Plan: Key Dates Called to be a Church Alive!

Opportunities to pledge/give electronically in coffee hour and the Narthex Visual images throughout the church More robust campaign Continue major gifts growth and development Series of combination P2C advance commitment and Annual Appeal events this fall Celebration and cultivation events spaced throughout the year Fall and Winter Coffee Hour presence Year-round updates and reporting Plan: Initiatives for Success Called to be a Church Alive!

We need the building envisioned in Project Second Century to continue to be a Church Alive –expanding opportunities for Worship, Education and Discipleship, and Mission and Service Worship o We welcome nearly 2,000 people over 4 services each Sunday and need more room and better facilities so that we have space that facilitates and enhances our fellowship together. Education and Discipleship o We educate and nurture our many and ever increasing number of children – for whom we currently have insufficient space. Mission and Service o We need better kitchen and dining facilities to support and enhance the dinner and bag lunch programs we already have. We’re at the maximum for Sunday Night Supper and continue to see increases in the needs for bag lunches, groceries and the share shop each week. o We need more intimate spaces to create and gather care and bridge teams to care for our members and friends who are sick, injured or otherwise home- bound Plan: Relation to P2C Called to be a Church Alive!

Renew and increase your pledge as you are able and return your card by September 23 Talk with fellow members about why your commitment is important to you Attend the special October 31 coffee hour Share committee needs and hopes with staff Volunteer to help make calls in December, January and February Contribute pictures, drawings, poems or other items to boards in Anderson Hall Dispel myths Plan: How you can help Called to be a Church Alive!

MythFact I don’t need to give to Fourth Church or Chicago Lights because they are fully funded by gifts of very wealthy members. Nearly half of the gifts we received in 2010 were from people who give between $1 and $100 per week. The average pledge is $2,700 per year or about $52 per week. If you don’t give, who will? Fourth Church and Chicago Lights must have all the money they need because their programs and activities are expanding yearly. The potential growth opportunities for Fourth Church and Chicago Lights ministries and programs have been constrained by lack of additional funds. While the church gains about 250 additional members each year, our resources have not kept pace with our membership growth. Because of its large endowment, Fourth Church and Chicago Lights and their staff and program budget are indefinitely and fully funded. It is true that the Church and Chicago Lights have invested funds that are treated as endowment. However, being vigilant stewards of this resource demands that we only draw a percentage of the income generated. Because of our own discipline to reduce the percentage we take each year, and the market’s most recent decline, the draw that we depend on continues to shrink. Fourth Church fundraising: Myths v. Facts 17

Thank you! The Resource Development Committee Sandra Nelson, Chair Jan Feldman, Vice-Chair Mark Agerton Betty Bergstrom Gerry Bloomer Stu Bradley Sam Evans Ann Kingstrom Jean Marie Koon Marc Miller Deborah Mitchell Ginger Pillman Beth Truett Seth Tuscher Staff: – Kathryn Johnson – Lisa Radetski – Marty Sherrod 18