2019 Annual Catholic Appeal

1. 2019Annual Catholic Appeal Diocese of Madison Training “In the Light of Faith”

2. 2019 Annual Catholic Appeal Training • Welcome • Prayer • 2018 ACA Recap • 2019 Case Statement and Goal Review • Training Manual Review • Shipping • Online Info • Resources

3. 2019 ACA Prayer Father in Heaven, You made us Your children and called us to walk in the Light of Christ. Free us from darkness and keep us in the Light of Your Truth. The Light of Jesus has scattered the darkness of hatred and sin. Called to that Light, we ask for Your guidance. Form our lives in Your Truth,our hearts in Your Love. Through the Holy Eucharist,give us the power of Your Gracethat we may walk in the Light of Jesusand serve Him faithfully. Amen

4. 2018 ACA RecapData as of (1/17/2019) Overall Goal of 2018: $3.2 Million Pledged to Date: $3.53 Million (10.5%+ over goal!) Paid to Date: $3.36 Million Over $169,000 to be offered in grants this year!

5. 2018 ACA Grants • Grants will be awarded this year for any money collected over the $3.2 million goal. • All parishes and schools will be eligible to apply for grants to benefit catholic education, religious education or distressed parishes • Parishes will be receiving more information and grant applications by end of January, application deadline: March 30

6. 2019 ACA Changes • In the summer of 2018, after completing 10 years of the ACA, a Priest Advisory Committee was put together to review all aspects of the ACA. A few changes were suggested to and approved by Bishop Morlino: • Timeline of when ACA takes place • Shortened Black out period • Revisions on how Over Goal funds are distributed • **Complete details of these changes were sent to parishes via email and mail and are available in the Parish Prep Manual at www.madisondiocese.org/appeal-materials

7. 2019 ACA Theme

8. 2019 ACA Case for Support $3.5 million dollar goal

9. Parish Goals = Annual Parish Offertory $500,000 ÷ Total Diocesan Offertory $37,000,000 Parish Percent of Total Offertory 1.35% = Parish ACA Goal $47,250 x ACA Goal $3,500,000 Parish Percent of Total Offertory 1.35% ACA Goal Calculation Parish goals are NOT mandatory but if the diocese hits its $3.5 million dollar goal, parishes will get prorated rebates

10. Steps to Take to Reach Goal • Follow black out dates/guidelines • Conduct the Appeal on the weekends specified to maximize publicity • Promote solicitation mailing with bulletin and altar announcements • Follow in pew solicitation process • Promote Follow up mailings • Encourage fulfillment of pledges through bulletin and altar announcements

11. 2019 Annual Catholic AppealKey Dates • Week of January 28, 2019 ACA materials to ship • Week of February 4, 2019 Direct Mail solicitation mailed to all registered parishioners • February 16 -17, 2019 Optional Early Announcement Weekend • February 23-24, 2019 Announcement Weekend • March 2-3, 2019 Commitment Weekend • March 9-10, 2019 Follow Up Weekend

12. 2019 ACA Training Manual www.madisondiocese.org/appeal-materials

13. Announcement Weekend – In Your Parish February 16 – 17 or 23-24 • Homily is solely focused on ACA • Ideas in parish prep manual • Prayer of the Faithful • Bulletin/Altar Announcements • Tabloids inserted into Bulletins • Focus of this weekend: Provide info and prepare parishioners to pledge the following week

14. Announcement Weekend Preparations February 11-15 OR February 18-22 • Homily notes to Pastor • Refer to page 20 or 37 of your manual • Bulletin cover artwork • Tabloid in bulletin • Posters displayed • Bulletin/altar announcements • Prayer of the faithful

15. Commitment Weekend – In Your Parish March 2-3 • Ensure all ushers/volunteers are where they need to be and know where they will need to get envelopes to • Play Video immediately after the Gospel • Pastor to read through entire in – pew script • Ensure ushers/volunteers collect and know where to put envelopes

16. Commitment Weekend Preparations February 25 – March 1 • Pencils inside in-pew pledge envelopes • Train ushers or students • Pointers in Parish Prep manual • Play the video to ensure it works • Pastor to prepare by reading the in-pew script, make sure this is printed and ready to go

17. Follow Up Weekend – In your Parish • Modified procedure or full in pew process? • Make announcements or read in pew script • Make envelopes available in a prominent location

18. Prep for Follow Up Weekend March 4-8 • Modify procedure if your parish had a successful Commitment Weekend • Ensure you have enough envelopes • Pencils inside in-pew envelope • If full in-pew process – review the script • If modified process, make sure to have announcements prepped and envelopes available

19. When to Ship After masses on Commitment Weekend • Secure in-pew envelopes until ready to send • Do NOT open envelopes • Rubber band in packs of 50 with transmittal form If you have MORE than 50 envelopes- Mail pledge envelopes received from in-pew pledge process to gift processing company using provided shipping materials and transmittal forms If you have LESS than 50 envelopes – Hold to combine them with envelopes from Follow – Up Weekend

20. When to Ship After all masses on Follow-Up Weekend • Secure any envelopes from this weekend • Do NOT open envelopes • Rubber band in packs of 50 with transmittal form Mail any remaining pledge envelopes received from in-pew pledge process to the gift processing company (using provided mailing instructions and transmittal forms). **The sooner you send, the sooner checks are cashed and donors are acknowledged**

21. Now What? • After you ship to processing company, the Diocese is responsible for: • Donor follow up on questions • Acknowledgements and Tax Statements • One time vs Monthly • Monthly Reminders • Parish should promote fulfillment of pledges and update parishioners via bulletin and altar announcements on how your parish is performing

22. Ongoing ACA dates • Monthly Reminders will be sent to monthly donors around the 1st of the month • May and August • Additional mailing will go out the those who have given in the past, but have not made a donation to this years ACA • January, 2019 • Tax Statements sent for all pledges that were not a one time donation

23. Shipping Instructions and Fed Ex Supplies

24. What your Fed Ex shipment will include… • Fed Ex Paks with shipping tags attached • Nothing to fill out this year • Shipping instructions • Quick Reference Guide • Parish Transmittal Forms • Diocese of Madison labels • These will arrive around the week of January 28th

25. When to Ship What? Commitment Weekend • **Rubber band in packs of 50 with Transmittal forms** • If you have MORE than 50 envelopes- Mail pledge envelopes received from in-pew pledge process to gift processing company using provided shipping materials and transmittal forms • If you have LESS than 50 envelopes – Hold to combine them with envelopes from Follow – Up Weekend Follow Up Weekend • Ship everything, even if its less than 50 • **Always include parish transmittal form**

26. When to Ship What? After Follow up Weekend • All remaining envelopes received - All subsequent shipments should be sent to the Diocese of Madison using the mailing labels provided with your Fed Ex materials. The Diocese of Madison labels should only be used after initial shipments have been made to the gift processing company. • Be sure to include parish transmittal form

27. Parish Transmittal Form Transmittal Form 2019 Annual Catholic Appeal Do not open pledge envelopes! Send directly to processing company in the FedEx supplies provided. Please see Shipping Procedures for further explanation on shipment quantities. Send via FedEx to: Wintrust-Lockbox 160 Hansen Ct. Wood Dale, IL 60191 Complete separate copies of this form for each package for content and delivery verification. Parish Transmittal Form Date Sent: _______________________________________________ Sent By: ________________________________________________ Parish Telephone: __________________________________________ Number of Envelopes Shipped in this Package: _____________ Parish Name: __________________________________________ City Parish is Located in:__________________________________________ Parish Mailing Address: _________________________________________ If you have any questions or problems, please call Kristen Beckett at (608) 821-4577. ***Please make a copy of each form to keep for your records***

28. What Happens Next? • Pledges are processed as soon as they are received at the gift processing company • Acknowledgement letters will be sent by the diocese once pledges are processed • Monthly vs one time gifts • Monthly reminders sent around the 1st of the month for those who still have a balance • Credit cards and EFTs will pull automatically on designated days

29. Resources • www.madisondiocese.org • Materials • Bulletin announcements • Parish Prep Manual • Weekly emails • Quick Reference Guide • S&D Office – please don’t hesitate to call or email, we are here to help

30. Resources - Website • All available at www.madisondiocese.org/appeal-materials • Parish Preparation Manual • 2019 ACA Calendar • 2019 ACA Changes • Quick Reference Sheet • Stewardship and Development Contact Information • Steps to help your parish reach its goal / Keys to Success • Linking Parish ministries to the ACA

31. 2019 Annual Catholic Appeal Website Portal with Parish Information and Annual Catholic Appeal Reports

32. Go to www.madisondiocese.org and scroll all the way down to the bottomLook for the diocesan crest with the words “Data Hub” and click on that – to log in

34. Select Your Organization

35. Select “I want to work with: Diocesan Appeals” and then select “2019 ACA”

36. 2019 Annual Catholic Appeal Thank you for participating in this training session. Questions? Kristen Beckett: 608-821-4577 Kristen.Beckett@madisondiocese.org