Advancing the Mission Advancing the Mission

Building a Diocesan Culture Building a Diocesan Culture of Philanthropyof Philanthropy

National Catholic Development ConferenceSeptember 13, 2013

Sarah O. Hanley ~ Director of AppealsThe Catholic Foundation of Greater Philadelphia

Table of Contents

The Catholic Foundation of Greater Philadelphia – Mission Statement

Mission Advancement Services (MAS) Parish Outreach Stewardship Formation Board Management Feasibility Studies Capital Campaigns Volunteer Training Annual Appeals Increased Offertory Programs Major Gift Consulting and Planned Giving Grant Writing

Summary Contact Information

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The Catholic Foundation of Greater Philadelphia

Our Mission:

Following the Charitable example of Jesus Christ, The Catholic Foundation of Greater Philadelphia exists to serve the mission of the Catholic Church for the betterment of the lives of the people in southeastern Pennsylvania. Specifically, it provides donors an avenue to fulfill their charitable goals through the support of projects, programs, organizations and initiatives of a Catholic nature that respond to their need to love and support others. We provide parishes, ministries, and Catholic organizations the tools and the structure to develop additional resources and support.

Grounded in best practices, and committed to the principles of transparency, accountability, operational effectiveness and clarity of purpose, The Catholic Foundation of Greater Philadelphia stewards and manages gifts from donors to ensure they are used for their intended purpose.

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Mission Advancement Services

Working with the parishes of the Archdiocese of Philadelphia to build engaged stewardship communities, resulting in a culture of generosity and philanthropy

Fostering an understanding that while there are a diversity of ministries, there is always ONE Mission

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Mission Advancement Services

ProvideProvide professional fundraising and stewardship counsel to non-profit organizations of all sizes who share a similar Mission and Vision with The Archdiocese of Philadelphia

DevelopDevelop stronger organizations to help build more vibrant parish communities throughout Greater Philadelphia

ServeServe as a tool to secure the resources mission-based organizations need

StrengthenStrengthen and serve communities where we live, work, worship and raise families

Offer Offer strategic and practical fundraising services tailored to meet an organization's specific challenges, visions, needs, and goals

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Parish OutreachParish Outreach

The Archdiocese is divided into 4 Episcopal Regions with each Region segmented into 12 Deaneries.

o Create a volunteer network to serve as ambassadors to plan, schedule, promote, and implement service initiatives

Under guidance of each Dean Work alongside staff Utilize strategies developed by CFGP

o Support each Deanery Communicate the Mission

Encourage support Recruit volunteers

Promote local initiatives Quarterly meetings

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Parish OutreachParish Outreach

o Each parish will have a volunteer network Cross-section of people with various areas of expertise

and experience

o Provide support for annual Diocesan-wide appeals such as Catholic Charities and Seminary Appeals

o Diocesan-wide Stewardship and Service Fair Annual basis Workshops, volunteer training

o Summary: As a link between Archdiocese of Philadelphia, local parishes, these volunteers help increase engagement and stewardship

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Mission Advancement Services Stewardship FormationStewardship Formation

Stewardship is the center of Christian Charity

Stewardship is a way of life. We are called to share our varied gifts of time, talent and treasure

Resources are needed to assist parishes and organizations in teaching these principles constituents

Resources include: Assessment of existing ministries Cultivation and formation of Stewardship

Committees Renewal of awareness of an organization’s

mission, programs, and goals8

Mission Advancement Services Board ManagementBoard Management

From providing leadership and strategic direction, to overseeing the financial operations, to maintaining the legal and ethical standing, the governing body of a non-profit organization fulfills a variety of roles and responsibilities

To carry out these duties, the board will often need to expand. Cultivation of prospective board members is critical to ensure the long-term success of any board and organization

A broad, systematic approach to board development, including orientation, training, and evaluation is needed

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Mission Advancement Services Feasibility StudiesFeasibility Studies

A Feasibility Study allows an organization to determine its fundraising potential relative to its objectives, needs, and capabilities

A Feasibility Study is often a requirement in order to receive approval for large scale capital expenses

Confidential interviews of identified parish leaders need to be conducted in order to establish: The willingness of the organization’s constituency

towards the cause The most well-rounded case for support A well thought out campaign strategy

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Mission Advancement Services Capital CampaignsCapital Campaigns

Capital Campaigns are fundraising efforts for major capital purposes; most of these initiatives look to raise at least 1x the annual parish offertory amount

A detailed and tailored plan of action to raise a targeted amount of money in a specific time frame needs to be created and agreed upon by key constituents

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Mission Advancement Services Volunteer TrainingVolunteer Training

Volunteers provide vital support for the core of any non-profit organization

Cultivation of volunteers for all aspects of parish support, including finances, ministerial work, and administrative services, are critical to parish life

Every member of an organization’s staff, regardless of position or ability, needs employee orientation and training

Volunteers need education, training and support specific to the organization’s goals and tailored for all levels of experience

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Mission Advancement Services Annual AppealsAnnual Appeals

Annual Appeals are the backbone of all Development

Annual Appeals provide yearly capital for ministerial support and organizational expenses

An Annual Appeal establishes a long term relationship between donors and organizations

Analysis of giving patterns and development of tailored strategic plans to expand an organization’s donor base needs to be a focus

Match a current donor's interest and ability so they invest more into the organization

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Mission Advancement Services

Increased Offertory ProgramsIncreased Offertory Programs

Increased Offertory Programs need to be customized for the unique needs of each parish in order to promote an increase in weekly giving

Parish staff involvement is key Pastor Business Manager Parish leadership

With a tailored plan, the following objectives are achieved:

Renewed awareness of the parish and its programs Reinforced relationship between the parish and its members Revitalized financial commitments

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Mission Advancement Services Major Gift Consulting and Planned GivingMajor Gift Consulting and Planned Giving

There are always generous individuals who are looking to make a major impact

Likewise, there are donors to a cause or organization who are looking for a reason to give more

These individuals need to be identified and made aware of specific giving opportunities

The staff needs be educated to secure larger gifts. Tactics include: Follow up Thank you

Planned Giving strategies provide a vehicle to assist donors in leaving a legacy gift to the Church

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Mission Advancement Services Grant WritingGrant Writing

Sometimes, the financial support needed for a project or program is only a proposal submission away

Training the development staff, parish staff, and volunteers to navigate the grant market and find available funds is important

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Summary

Build engaged stewardship parishes and communities that result in a culture of generosity and philanthropy

Share an intimate knowledge of the workings of the Church and of parish life Strategic planning Tactical guidance

Assist parishes and other mission-based organizations fulfill their individual missions and result in the overall fulfillment of the Mission of the Church

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Mission Advancement Services

Contact us…Sarah O. Hanley

Director of AppealsThe Catholic Foundation of Greater Philadelphia

215-587-5650shanley@catholicfoundationphila.org

Follow me @phillystewards

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Thank you!

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