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Hitting the Target

Hitting the Target. 2013-14 Annual Appeal Training. Diocese of La Crosse: The Office of Stewardship and Development. Agenda. Nuts and Bolts Exploring Procedure and Changes. Welcome and Introduction Setting the tone. We are the Diocese…The Vision Sharing the Story and Asking for Support.

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Hitting the Target

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  1. Hitting the Target

    2013-14 Annual Appeal Training Diocese of La Crosse:The Office of Stewardship and Development
  2. Agenda Nuts and Bolts Exploring Procedure and Changes. Welcome and Introduction Setting the tone We are the Diocese…The Vision Sharing the Story and Asking for Support Communication for Success What are some Key factors in success? Video Questions and AnswersHow can we help?
  3. Welcome and Introduction
  4. Director of Stewardship and Development Brian Logue Contact information: 608.791.2685 direct 608.788.3854 fax blogue@dioceseoflacrosse.org PO BOX 4004 La Crosse WI 54602 Admin Assistant: Kathy Levendoski 608.791.2653 klevendoski@dioceseoflacrosse.com
  5. What do I want to take away? “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” -Abraham Lincoln I want to leave here knowing: How to be Confident in Fundraising New Procedure What help is at my disposal How can we increase our giving How do we recruit more volunteers How can we be SUCCESSFUL
  6. We are the Diocese…the Vision
  7. Perspective and Context How we think about the Annual Appeal? A Story about Perspective & Context Stewardship as Discipleship Sharing in the very work of God Creation and Redemption Some things we undertake together How does knowing Context Change our Perspective? How do we achieve this is the Annual Appeal?
  8. Video Preview
  9. Nuts and Bolts
  10. Targets Each Parish is assigned a target, as a fair share of the Diocesan Annual Appeal goal. The goal of $5,204,750 for the 2013-2014 The Diocese over all target went up 2% this year, for an increase of $102,000 $100,000 additional was added to the education and Formation of Seminarians (32 in formation this fall)
  11. Targets Target Formula Variable A: Line 16 (401): The adult envelope receipts for a parish as a percentage of the entire adult envelope receipts for the Diocese for the 2011-2012 fiscal year. Variable B: The number of envelope holders who contribute $100.00 or more per year to a parish, as a percentage of the total number of envelope holders who give $100.00 or more for the Diocese for the 2011-2012 fiscal year. Variable C: School Calculation 1: Line 102B (School and Convent), for a parish as a percentage of Line 102 for the total for the Diocese. This percentage is then multiplied by $634,085 = C. Variable D: School Calculation 2: The total number of students enrolled in Catholic schools multiplied by $88.00 = D.
  12. Targets Step 1. A + B x $6,437,553 = Y 2 Step 2. Y - (D+C) = Parish Target Step 3. Parish targets are adjusted so that no parish has an increase or decrease of no more than 10% or $10,000 in their target.
  13. Timeline: A Beginning and an End Stewardship Sunday September 7&8 Commitment Sunday September 14th & 15th or September 21st & 22nd AMEN Sunday September 28th- 29th Reporting: Weekly (at least) deposits to the Bank Weekly Status emails to entire campaign field Report success stories and best methods Getting Help: Office of Stewardship & Development Phone conference?
  14. Stewardship Sunday The purpose of Stewardship Sunday is to announce the Diocesan Annual Appeal and your parish efforts. SET THE CONTEXT! Show the Diocesan Annual Appeal video. Give an oral presentation at the end of the liturgy presented by the pastor or designated lay person. Announce Parish Goal, and plans for the REBATE Ask parishioners to consider gift Packets will be arriving this week. Things to Remember: Briefly explain the process for pledging. Emphasize that a pledge can be payable over a period concluding June 30. Can each person in Church see the screen? Does the audio work? Will everyone be able to hear the video? Will the lighting be a problem? Is there a parishioner that works for an electronics store or has knowledge of video/TV equipment? Is there an electronics store that might donate the use of a large screen? Use your resources! PACKETS ARRIVING IN HOMES THIS WEEK
  15. Commitment Sunday The purpose of Commitment Sunday is to provide an effective opportunity for parishioners to make their yearly commitment to their Diocese. Pastors should speak about the Appeal during Mass. Procedures: Present the Diocesan Annual Appeal as an opportunity for Discipleship. Set the Context again. Discuss the needs and show impact. What if we didn’t have these services? Highlight the benefits of your parish reaching your Appeal target and achieving a rebate. Set expectation of 100% participation by the parish. Have Cards present in pew Emphasize that if parishioners have already pledged, ASK THEM TO ONLY COMPLETE A CARD IF they are making an additional pledge; they then need to indicate on the pledge card that it is an additional pledge. Tell parishioners they do not have to make an initial payment; that statements will be mailed to them at the beginning of the month. Promote the idea of pledging over a period of time since it enables people to give more than they could with a one-time gift. (Final payment needs to be made before June 30th.) Introduce the convenience of paying pledges (1) by credit card on the Diocesan Web site, (2) by credit card at the Diocesan Annual Appeal office, or (3) by Automatic Checking Payment. Announce pledge cards will be collected at offertory
  16. Amen Sunday The purpose of Amen Sunday is to generate gifts from parishioners who have not pledged to the Appeal. This in-pew solicitation process must be followed meticulously. Even in the most mature of appeals, only about 20% of parish households donate in the first mailing. Also, many others are not registered at their parish and, therefore, do not receive the mailing.  It is important to do the full in-pew process as directed because it assures that each parishioner who attends Mass understands that he or she is being invited to consider making a pledge at that time. Procedures: Provide brochures, blank pledge cards, envelopes and pens in the pews or hand them out at Mass. Explain briefly the procedure for filling out the pledge card. The pastor should update parishioners on the progress of the Diocesan Annual Appeal. Inform parishioners that no gift is too small and that the parish goal is to have 100% participation. Remind parishioners of the benefits of your parish achieving the target and receiving a rebate. Talk about the project you have planned to fund with the rebate. Ask parishioners to write the following on their pledge card: If they are unable to make a pledge - 0 If they would like to make a pledge - Amount of Pledge Make note of any parishioners who are unable to donate. Record them as a zero pledge so they do not receive follow-up phone calls or letters.
  17. Is Follow Up Necessary?
  18. Procedures Please Refer to Handouts
  19. Communication for Success
  20. SUCCESS: The How-To’s Leadership Unified Unapologetic/Enthusiastic 100% Participation Monthly Giving**** Discipline Specific Amounts Keep Communicating Ambo Bulletin Newsletter
  21. Relationships- 2 ways to grow your appeal Loyal Donors Those who give in a regular pattern Deepen the Relationship Understanding how they impact Source of new volunteers New Donors How many parishes need a new generation of leaders (and donors)? This campaign starts small but grows over time. A relationship is built that was once assumed. Education. Social opportunities? Take the Time Thank You calls
  22. Objection Handlers
  23. Questions & Answers
  24. Thank You!
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