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Handling Requests
for Information
As response forms are returned a number will make specific requests for more information on Gift Aid, standing orders, planned giving envelopes and leaving a legacy to the church. How these requests are managed says something about the value the church places on the personal response and also the trustworthiness of the church in financial matters. More than that, each of these information requests is above all a pastoral opportunity. It is not simply a chance to increase the income stream but a gilt edged opportunity to integrate money and discipleship, to build good personal relationships and to assist them on their journey of faith. Don't blow the opportunity by poor administration, an over emphasis upon finance or, critically, a response that lacks the personal touch.
As far as humanly possible churches should set out to personally visit each and every person who asks for further information. See the web page The Value of Planned Giving for some background thinking. For more information see Handling Information Requests.
- The response to requests for information is a key element in the follow up strategy. It values people and their response so make sure the entire follow up strategy is robust and thought through.
- Get together a small team of visitors to respond to the requests for more information. Choose people for lay visiting teams who are reliable and approachable and have the sense of urgency to get the job done and done well.
- The visit to an individual should be within three weeks of receiving his or her response form and be in addition to the sending of thank you letter.
- The visit offers thanks and appreciation and builds personal relationships as well as providing the information requested. It most definitely does not ask for an increased financial response.
- Make use of the supporting literature which functions as an aid to conversation and offers important information. Simple brochures explain the principles and practicalities behind:
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