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2012 IFRM & Catholic Appeal Information Sessions

2012 IFRM & Catholic Appeal Information Sessions. JANUARY 2012. Join the IFRM & Run a Strong Appeal. Why IFRM? IFRM parishes raise more revenue for their parishes through their Appeal rebates by 94% The IFRM parishes reach their Catholic Appeal goals

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2012 IFRM & Catholic Appeal Information Sessions

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  1. 2012 IFRM & Catholic AppealInformation Sessions JANUARY 2012

  2. Join the IFRM & Run a Strong Appeal Why IFRM? • IFRM parishes raise more revenue for their parishes through their Appeal rebates by 94% • The IFRM parishes reach their Catholic Appeal goals • Please strongly consider joining this Phase Why The Catholic Appeal? • We are one church supporting each other to remain strong and vibrant • The Catholic Appeal benefits the parishes and the central ministries • 2012 Parish Appeal goal is $12.6M • We can only achieve this goal with your leadership

  3. IFRM Improved Financial Relationship Model Presented by IFRM Implementation Team CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  4. IFRM Agenda • Implementation Team Presentation • History of the IFRM • IFRM Parishes – Phase One and Phase Two • Current Model compared to IFRM • Components of the IFRM • Goals and Success Benchmarks • Implementation Results • Next Steps for Phase Three and Phase Four CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  5. IFRM Phase One and Phase Two CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  6. IFRM Phase One and Phase Two • Parish Size is defined here by Mass attendance: • Small: 0-500 • Medium: 501-1,500 • Large: 1,501-1,900 • Very Large: 1,901 and higher CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  7. IFRM Current Model of Support Current model of support has too many elements: • Catholic Appeal • Multiple Fees • School Tax • Hospital Chaplaincy • Cathedraticum • Audit Fees • Real Estate/Facilities Fees • Hosted QuickBooks Fees • Boston Catholic Directories • Communications Collection (50%) CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  8. IFRM Current Model Issues • Disparity between the parishes • Support ranged from 2% to 35% of parish base revenue • Produces division and inequity among pastors and parishes • Lack of equity and accountability for parishes not paying their fair share • Parishes felt they were being “nickel and dimed” with the fees CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  9. IFRM Components of Model • Central Ministry Tithe • Catholic Appeal • Abatement Process • Increased Giving Programs CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY 9

  10. IFRM Central Ministry Tithe Base Revenue Calculations – three year average of Offertory, Offertory Monthly, Grand Annual and Net Rental Income • Tithe - 10% of Base Revenue divided into twelve equal monthly installments (5.3% parish w/school) • Parishes saw a benefit to cash flow/budget from the equal monthly tithe amounts • Billing begins July 1st with detailed invoice together with the monthly RCAB billing • Every parish is working toward paying their fair share amount CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY 10

  11. IFRM Catholic Appeal • Assessment – 8% of base revenue paid directly by parishioner donations to the Catholic Appeal • Paid pledges that fall short of the assessment will be billed to the parish over 6 months (January-June) through RCAB monthly billing • In 1st year of implementation to assist parishes in reaching the assessment, the shortfall will not be billed for parishes that followed Appeal best practices • Rebates – Parishes receive a larger rebate percentage in IFRM • FY 2013 • Phase One 60% • Phase Two 55% • Phase Three 50% CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  12. IFRM Abatement Process • Abatement Committee Members • Review of Abatement Process • Central Ministry Tithe Abatement • Catholic Appeal Abatement • Abatements Granted CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  13. IFRM Goals of Implementation • Improve the financial stability of both parish and central ministries • Establish increased support and communication between parishes and central ministries • Input into Central Ministry budget through Pastor Budget Advisory Committee • Move parishes to a more equitable system of support CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  14. IFRM Defining Success The success of the IFRM is defined as parishes meet the following benchmarks: • Increase in parish income through increased giving campaigns and Appeal rebates • Ability to absorb the monthly tithe into budget • Support is moving to fair share amount CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  15. IFRM Success Benchmarks - Offertory Phase One FY 2010 vs. FY 2011 Offertory increased 1% for non-IFRM parishes +$676,396 Offertory increased 11% for all IFRM parishes +$1.3 million • Parishes that ran an increased giving campaign sustained a 12% increase +$1,344,394 • Parishes that did not run an increased giving campaign decreased 1% -$4,270 CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  16. IFRM Regional Offertory Increase • Parishioners did not withhold their Offertory donations as a result of the parish joining the IFRM • Increased Offertory campaigns successfully improved the collections at the parish level • Average Offertory increase per parish is $40,600 CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  17. IFRM Success Benchmark – Appeal Rebates Phase One • FY 2010 – rebates totaled $110,797 (old model) • FY 2011 – rebates totaled $336,896 (IFRM 1st yr..) • FY 2012 – rebates totaled $371,609 (IFRM 2nd yr..) Phase Two • FY 2011 – rebates totaled $205,979 (old model) • FY 2012 – rebates totaled $512,051 (IFRM 1st yr..) CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  18. IFRM Regional Appeal Rebate • IFRM parishes received a larger rebate from the Catholic Appeal donations assisting the parish with their operating funds and strengthening their parish budgets • Average rebate per parish is $11,300 CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  19. IFRM Implementation Strategies Parish Consultant will be assigned to assist you through the implementation process • Define and calculate base revenue • Formulate the 2013 parish budget with IFRM financial impact • Consult on parish specific financial issues and unique transitional concerns CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  20. IFRM Timeline – Phase Three MARCH • 3/15 Fundraising Forum APRIL • March/April Base Revenue Calculations Completed • 2013 Budget Prepared MAY/JUNE • Spring Increased Offertory JUNE • Tithe Abatements JULY • Tithe begins on CMB • 1st Appeal rebates distributed SEPT/OCT • Fall Increased Offertory • 2nd Appeal rebates distributed NOVEMBER • Catholic Appeal Abatements Reviewed FEBRUARY 2013 • 3rd Appeal rebates distributed

  21. IFRM Website Website for Communications www.bostoncatholic.org/ModelImplementation.aspx CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  22. Contact InformationParish Financial Services DENISE MCKINNON – BIERNAT Director of Parish Services 617-746-5685 DMBiernat@rcab.org TRICIA FRASER IFRM Project Manager 617-746-5882 pfraser@rcab.org ERIC LANDERS Parish Services Consultant 617-746-5883 elanders@rcab.org TOM LARNER Parish Services Consultant 617-746-5884 tlarner@rcab.org CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY

  23. A Parish Perspective Fr. Kevin Sepe and Rick Timmerman St. Francis of Assisi Parish, Braintree MA

  24. 2012 Catholic Appeal Presented by the Catholic Appeal Team

  25. 2012 Catholic Appeal Objectives • To reach beyond our parish boundaries to help those in need • To raise 50% of funds needed to support the 50 Central Ministries of the Archdiocese • To support the Ministries serving the Archdiocese in the following ways: • Enrich Parish Life • Strengthen Families • Investing in the Future Of Our Faith • Advance Church leadership

  26. Central MinistriesOur Catholic Mission At Work 26

  27. 2012 Catholic AppealIFRM Parishes Run Stronger Appeals • IFRM Parishes are 10% more successful in reaching Appeal goals 27

  28. Catholic Appeal ResultsIFRM Parishes Raise More Funds • IFRM Parishes raise more for their parishes through Appeal rebates by 94%

  29. 2012 Catholic Appeal What’s New • Focusing the theme on the donor • Highlighting real ministry stories • New Catholic Appeal Branding • Donor solicited funding for Increased Offertory program for IFRM parishes for Phase III • New Simplified Parish Goal Formula • Stronger Appeal Coordinator Program

  30. 2012 Catholic Appeal New Look

  31. 2012 Catholic Appeal New Look

  32. 2012 Catholic Appeal New Look

  33. 2012 Catholic Appeal New Look

  34. 2012 Catholic Appeal New Look

  35. 2012 Catholic Appeal New Look

  36. 2012 Catholic Appeal Website

  37. 2012 Catholic Appeal New Goal Formula • New formula for the Appeal goals has been simplified: • Goal = 3 year avg. paid pledges or 8% IFRM assessment, whichever is higher

  38. 2012 Catholic Appeal The Goals • Parish Goals: Revenue + 15% / Donors + 5% REVENUE DONORS

  39. 2012 Catholic AppealParish Appeal Coordinator • Parishes with Appeal Coordinators had greater Appeal success • With Coordinator (70) – 98% of goal • Without Coordinator (220) – 88% of goals • Lay Volunteer serving as liaison between Parish and the Appeal team • Ensure Parish implements best practices • Please solicit an Appeal Coordinator at your parish • Regional training sessions late January/early February

  40. 2012 Catholic AppealRunning A Successful Appeal • Pre-Launch: February 24/25 • Make your own pledge first • Select a Parish Appeal Coordinator • Prepare church & parishioners for launch of Appeal • Launch Weekend: March 3/4 • Provide a strong Appeal homily or play Cardinal’s homily • Distribute in-pew solicitation • Answer questions about the Appeal after Mass (Pastor and Appeal Coordinator) • Encourage parishioners to give • Complete in-pew self mailers • Send in reply card from home mailer • Give on-line at www.bostoncatholicappeal.org

  41. 2012 Catholic AppealRunning A Successful Appeal • Post Launch - Ongoing • Provide regular updates to parishioners • Include Appeal bulletin announcements in weekly bulletin (see Procedural Guide) • Have a lay witness speak at all masses • Ask the Catholic Appeal team for support

  42. 2012 Catholic AppealWe Need You . . . • Run a successful Appeal • Complete Parish Selection Form before leaving • Confirm your Parish Appeal Coordinator • Need for Witness speaker • Use of DVD and any equipment needs

  43. 2012 Catholic Appeal Timeline JANUARY • Solicit Appeal Coordinator FEBRUARY • 1/29-2/12 Regional Appeal Coordinator training sessions • 6th final Appeal goals to parishes • 15th Appeal materials sent to parishes (procedural guide, in-pew mailers, posters, brochures and DVD) • 15thfirst direct mail solicitation from pastor sent to donors MARCH • 3rd & 4th Appeal launch • Coordinate witness talk from pulpit mid-March APRIL • 16th first reminder letter sent from Cardinal to non- donors MAY • 11th final reminder letter sent from Vicar General to non-donors

  44. Contact Information Catholic Appeal Team JACQUELINE MILLER Catholic Appeal Manager TEL: 617-746-5774 FX: 617-779-3721 JMiller@rcab.org ARLENE DUBROWSKI Stewardship & Donor Relations Manager TEL: 617-779-3706 FX: 617-779-3721 ADubrowski@rcab.org MARY DOORLEY VP Development TEL: 617-779-3744 FX: 617-779-3721 MDoorley@rcab.org DAMIEN DEVASTO Chief Leadership Giving Officer TEL: 617-779-3703 FX: 617-779-3721 DDevasto@rcab.org KATHLEEN DRISCOLL Secretary of Advancement Institutional Advancement TEL: 617-779-3740 FX: 617-779-3721 KDriscoll@rcab.org

  45. 2012 IFRM & Catholic AppealInformation Sessions Q & A JANUARY 2012

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