Leland's Seven Stewardship Principles — Church Stewardship Program

A partnership with Leland Rubin, creator of the Seven Stewardship Principles, and Allan Bell - CPA, CMA, MBA, Nsites founder and creator

S4 Cultivate Generosity Through Giving · Lesson 3 of 4

Lesson 3 — Teaching, Inviting and Thanking: The Generosity Calendar

Build a twelve-month generosity calendar that deliberately balances teaching, inviting and thanking across the year.

Not started

Seven Principles curriculum version 1.0 — author-review draft pending Leland Rubin's approval prior to publication. · Leland's Seven Stewardship Principles methodology, content, exercises and deliverables are created by Leland Rubin and remain in author-review draft pending his approval.

Where this lesson sits

Curriculum version 1.0 · Author Review

Module purpose: Teach generosity as discipleship rather than fundraising, read aggregate giving health without exposing individual households, build a twelve-month calendar that balances teaching, inviting and thanking, and report back to givers with transparency and dignity.

Official outcome: Generosity Formation and Giving Health Plan

This lesson produces: Twelve-Month Generosity Calendar

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Learn

Participant study reading — approximately 75 minutes of learning and shared work.

Learning objective: Build a twelve-month generosity calendar that deliberately balances teaching, inviting and thanking across the year.

Recommended participants: Pastor, teaching team, generosity ministry lead, communications lead, and one or two board members

Estimated teaching time: 75 minutes

Success indicators

  • • Leadership has mapped every planned generosity-related communication for the next twelve months by category
  • • The calendar shows more thanking and teaching moments than appeal moments across the year
  • • Every invitation moment on the calendar has a named purpose and a defined end date
  • • A named owner exists for executing each month's calendar item

Materials and evidence you will use

  • • Discipleship-First Generosity Philosophy Statement from lesson one
  • • Current twelve-month teaching or sermon calendar
  • • List of known upcoming ministry funding needs
  • • A calendar where thanking and teaching moments together outweigh inviting moments
  • • Every invitation has a named purpose and defined end date

What you should be able to produce

  • • Leadership has mapped every planned generosity-related communication for the next twelve months by category
  • • The calendar shows more thanking and teaching moments than appeal moments across the year
  • • Every invitation moment on the calendar has a named purpose and a defined end date
  • • A named owner exists for executing each month's calendar item

Foundational ministry principle

Proverbs 3:9-10

9 Honour the LORD with thy substance, and with the firstfruits of all thine increase: 10 So shall thy barns be filled with plenty, and thy presses burst out with new wine.

King James Version (KJV) · Public domain

This passage is proposed for the lesson opening because it frames giving as an act of honor woven into the rhythm of a household's whole life and increase, which mirrors the goal of a calendar that teaches generosity as an ongoing rhythm rather than a once-a-year push.

As a draft framing, the facilitator might suggest that just as this passage speaks of firstfruits given across a whole harvest cycle, a healthy generosity calendar spreads teaching, inviting and thanking across the whole year rather than compressing everything into one campaign, pending Leland Rubin's review of this specific application.

Understand the concept

Your work in this lesson focuses on this outcome: Build a twelve-month generosity calendar that deliberately balances teaching, inviting and thanking across the year.

A healthy generosity calendar deliberately outweighs asking with teaching and thanking; today's twelve-month calendar gives every month a named owner and a defined purpose.

Why it matters for your church

An unplanned calendar drifts toward reactive appeals, undermining the discipleship-first philosophy built in lesson one.

Thanking moments spread throughout the year, not concentrated at year-end, reinforce cheerful giving as an ongoing rhythm.

Invitations without a defined end date tend to become indefinite background pressure rather than distinct opportunities.

Examine the evidence

Use Discipleship-First Generosity Philosophy Statement from lesson one, Current twelve-month teaching or sermon calendar, and List of known upcoming ministry funding needs to compare your church's present practice with its stated intentions. Look for documented patterns, missing information, and differences between what people assume and what the evidence supports.

Your completed work should be supported by A calendar where thanking and teaching moments together outweigh inviting moments, and Every invitation has a named purpose and defined end date. Record uncertainty honestly so your team knows what still needs to be verified.

Prepare for the shared exercise

Map, rebalance and assign ownership for a full year of teaching, inviting and thanking moments consistent with the church's generosity philosophy. The Twelve-Month Generosity Calendar Build produces the Twelve-Month Generosity Calendar, which contributes to the principle's principal deliverable.

Before working with your team, consider this reflection: When did I last personally thank a giver, of any amount, in a way that had nothing to do with asking for anything further?

Key terms

Teaching moment
A communication that forms conviction about why giving matters, independent of any current financial need.
Inviting moment
A specific, time-bound, clearly labeled opportunity for the congregation to give to a named purpose.
Thanking moment
A communication that acknowledges and celebrates generosity that has already happened, without disclosing individual gift amounts.

What this means for a church

  • • An unplanned calendar drifts toward reactive appeals, undermining the discipleship-first philosophy built in lesson one
  • • Thanking moments spread throughout the year, not concentrated at year-end, reinforce cheerful giving as an ongoing rhythm
  • • Invitations without a defined end date tend to become indefinite background pressure rather than distinct opportunities

Common failure patterns

  • • Building a calendar that looks balanced on paper but concentrates every invitation in the fourth quarter
  • • Leaving thanking moments generic and infrequent because no one owns them specifically
  • • Failing to assign a named owner to calendar items, so the plan quietly does not happen

Ministry case

A Calendar Rebalanced Toward Gratitude

Fictional Rivermont Fellowship's draft calendar, once mapped, showed seven invitation moments and only one thank-you moment across the year, concentrated almost entirely in the last two months. The team was surprised, since no single decision had produced that imbalance, it had simply accumulated from separate, well-intentioned planning by different ministries.

The team rebuilt the calendar to include a brief quarterly ministry-impact thank-you, a handwritten note practice for first-time givers, and reduced the invitation count to four clearly spaced, purpose-specific moments, each with a defined end date and a named owner.

Lesson takeaway

A healthy generosity calendar deliberately outweighs asking with teaching and thanking; today's twelve-month calendar gives every month a named owner and a defined purpose.

Discuss

Guided discussion for the leadership table.

With a balanced calendar of teaching, inviting and thanking in place, let's turn to how leadership closes the loop with givers by reporting back transparently on how their generosity was used.

  1. Which quarter of our current calendar had the largest gap in teaching or thanking content before today's work?
  2. Are any two invitation moments on our finalized calendar still scheduled too close together?
  3. Who owns the thanking moments on this calendar, and do they have what they need to execute them well?
  4. How will we know, three months from now, whether the calendar is actually being followed?

Practice

Applied exercise — produces the Twelve-Month Generosity Calendar.

Twelve-Month Generosity Calendar Build

Map, rebalance and assign ownership for a full year of teaching, inviting and thanking moments consistent with the church's generosity philosophy.

Estimated time: 40 minutes

Participants: Pastor, teaching team, generosity ministry lead, communications lead, and one or two board members

Artifact produced: Twelve-Month Generosity Calendar

Required inputs

  • • Current twelve-month sermon or teaching calendar
  • • List of known upcoming ministry funding needs
  • • Discipleship-First Generosity Philosophy Statement from lesson one

Instructions

  1. List every month of the coming year on the worksheet. Complete it online
  2. Mark existing generosity-related content in each month and classify it as teaching, inviting or thanking.
  3. Add at least one teaching moment to any quarter currently missing one.
  4. Add thanking moments so their count meets or exceeds the count of inviting moments across the year.
  5. For each remaining invitation moment, record its named purpose and defined end date.
  6. Adjust spacing so no two invitation moments fall within two weeks of each other.
  7. Assign a named owner to execute each month's calendar item.
Complete it online

Twelve-Month Generosity Calendar

  • Church name: ______________________
  • Date of review: ______________________
  • Facilitator: ______________________
MonthCategoryContent or purposeEnd date (if inviting)Owner
     
     
     
     
     
     
     
     
     
     
     
     

Worked example

A fully completed sample using a fictional church. This is illustrative teaching material, not any church's actual data.

Rivermont Fellowship (illustrative example — not actual church data)

Rivermont Fellowship is a fictional congregation of about 340 attendees used here to illustrate a completed twelve-month generosity calendar.

MonthCategoryContent or purposeEnd date (if inviting)Owner
FebruaryTeachingSermon series on cheerful giving, no dollar figuresn/aTeaching pastor
AprilThankingQuarterly ministry-impact thank-you videon/aGenerosity lead
MayInvitingMissions trip fund, clearly labeled and time-boundMay 31Communications lead

How this leadership team reasoned

  • • Rivermont's team discovered its original draft had seven invitations clustered in the last two months and only one thank-you moment for the whole year.
  • • Spreading thanking moments quarterly, and adding a first-time-giver note practice, gave the calendar a rhythm of gratitude that matched the discipleship-first philosophy adopted in lesson one.

Decisions recorded

  • • The team reduced the year's invitation count from seven to four, each with a defined purpose and end date.
  • • The generosity ministry lead was assigned ownership of all four quarterly thank-you moments.

Completed artifact extract — Twelve-Month Generosity Calendar

Twelve-month generosity calendar: four inviting moments, each time-bound and separately owned; five thanking moments distributed quarterly plus an ongoing first-time-giver note practice; teaching content present in every quarter with no quarter left empty.

Illustrative exercise score: 19 of 20. Rivermont's calendar achieved a strong balance with thanking outweighing inviting and every item assigned a named owner, though the spacing check between the May and June items required a minor adjustment after initial drafting.

BAG Index complement

Household financial-literacy layer that complements this stewardship principle.

BAG Index complement

Fraud and identity-theft protection for givers and giving channels

A short complement introducing the BAG Index giving-fraud protection module, helping households and the church recognize fraud risks in charitable giving channels, extending this lesson's data-privacy protocol into the specific risks tied to how gifts are given and requested.

Teaching points

  • Common giving-fraud schemes include impersonation of church staff or leaders requesting urgent, unusual gifts by text or email, and fake giving links that mimic a church's real online giving page
  • Households should verify any unusual or urgent giving request through a second, trusted channel, such as calling the church office directly, before sending funds
  • The church should protect its official giving channels by clearly publishing its real giving link and payment methods, and by training staff never to request gift cards or unusual payment forms on behalf of the church
  • A household that suspects it sent a gift through a fraudulent channel should contact its financial institution immediately and report the incident, since faster action improves the odds of recovery
  • Protecting giving channels and protecting individual household giving privacy, which this lesson's data protocol also covers, are two sides of the same trust the congregation is placing in the church's financial integrity

Household practice step: Each household completing the BAG Index giving-fraud module confirms it knows the church's one official giving link and payment channel, and reviews the specific verification step it will take before responding to any unusual giving request.

Supports this principle: This complement extends this lesson's data-privacy protocol beyond internal recordkeeping to the external fraud risks that threaten giver trust, reinforcing that both privacy discipline and fraud vigilance are required to keep generosity channels trustworthy.

This module teaches general fraud-recognition and verification steps only; it does not name any specific payment processor or platform as endorsed, and any household or staff member who suspects fraud should be referred to their financial institution and the appropriate consumer protection authority.

Score

Transparent 20-point exercise rubric: four criteria rated 0 to 5 with observable anchors.

Criterion0 — not evident3 — acceptable5 — exemplarySample
Completeness (0–5)Fewer than half of the twelve months have any generosity-related content mapped.All twelve months are mapped, but ownership is missing for several items.All twelve months are mapped with category, purpose and a named owner for every item.5
Use of evidence (0–5)The calendar was built without reviewing the existing teaching calendar or funding needs list.The calendar drew on the existing teaching calendar but ignored the giving health findings from lesson two.The calendar drew directly on the existing teaching calendar, known funding needs and lesson two's giving health findings.4
Alignment to the module purpose (0–5)The calendar remains dominated by inviting moments with little or no teaching or thanking balance.The calendar includes teaching and thanking but does not yet outweigh inviting moments.Thanking and teaching moments together clearly outweigh inviting moments across the year.5
Actionability and ownership (0–5)No owners were assigned to any calendar item.Most items have owners, but end dates are missing for some invitations.Every item has a named owner and every invitation has a defined end date.5
Worked sample total19 / 20
  • Completeness: Rivermont mapped all twelve months with category, purpose and owner for every item.
  • Use of evidence: The calendar used the teaching calendar and funding needs list closely, though the new-attender finding from lesson two was only partially reflected.
  • Alignment to the module purpose: Rivermont's final calendar has five thanking and multiple teaching moments against only four inviting moments.
  • Actionability and ownership: Every calendar item has a named owner, and all four invitations carry a specific end date.

Lesson-exercise scores (20 points each) demonstrate learning and artifact quality. They do not automatically overwrite the official Seven Principles assessment, which remains a separate 100-point rating of five dimensions for each principle.

Submit evidence

What must be submitted for this lesson to count as complete.

Submit

  • • Completed Twelve-Month Generosity Calendar worksheet with all categories, owners and dates recorded

Attach this evidence

  • A calendar where thanking and teaching moments together outweigh inviting moments
  • Every invitation has a named purpose and defined end date

File upload is not implemented in this prototype. Ticking a box records that the church can produce the document; it does not store a file.

Contribute to official outcome

How this lesson builds the Generosity Formation and Giving Health Plan.

Artifact produced: Twelve-Month Generosity Calendar

Feeds the calendar-rhythm-and-balance score and the calendar section of the Generosity Formation and Giving Health Plan.

Open the module deliverable assembly

Participant reflection and notes

When did I last personally thank a giver, of any amount, in a way that had nothing to do with asking for anything further?