Annual Offertory & Stewardship Campaign Plan
A 12-week planning playbook for a parish's annual stewardship renewal, built around retaining and stepping up existing recurring givers rather than chasing one-time gifts.
Draft: pending review
This starter document is signed off by a CFRE reviewer before it ships. The guardrails below define that review.
What’s inside
- Week-by-week timeline with pulpit/homily calendar, lay-witness slots, and mailing drop dates
- Stewardship theology framing with sample bulletin and pulpit copy
- Retention-first metrics: recurring-giver count, sustainer conversion, lapsed-pledge recovery, giving-unit retention
- Commitment Sunday run-of-show and segmented non-responder follow-up
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Frame giving pastorally; no public shaming or published individual giving amounts (ECFA donor-dignity norms)
- Keep strictly non-partisan — no candidate endorsements or election-timed asks (church electioneering prohibition)
- Any premiums offered for giving (tickets, dinners) trigger quid-pro-quo disclosure
- Giving records are confidential; limit access to authorized finance personnel
Held for professional review.
The native DOCX and full working text ship only after sign-off by a CFRE reviewer on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.