1. Advancing the Mission Building a Diocesan Culture of Philanthropy National Catholic Development Conference September 13, 2013 Sarah O. Hanley ~ Director of Appeals The Catholic Foundation of Greater Philadelphia

2. 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 2

3. 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. 3

4. 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 4

5. Mission Advancement Services  Provide  Provide professional fundraising and stewardship counsel to non-profit organizations of all sizes who share a similar Mission and Vision with The Archdiocese of Philadelphia  Develop  Develop stronger organizations to help build more vibrant parish communities throughout Greater Philadelphia  Serve  Serve as a tool to secure the resources mission-based organizations need  Strengthen  Strengthen 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 5

6. Parish 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 6

7. Parish 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 7

8. Stewardship Formation Mission Advancement Services Stewardship 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 goals 8

9. Board Management Mission Advancement Services Board 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 9

10. Feasibility Studies Mission Advancement Services Feasibility 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 10

11. Capital Campaigns Mission Advancement Services Capital 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 11

12. Volunteer Training Mission Advancement Services Volunteer 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 12

13. Annual Appeals Mission Advancement Services Annual 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 13

14. Increased Offertory Programs Mission Advancement Services Increased 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 14

15. Major Gift Consulting and Planned Giving Mission Advancement Services Major 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 15

16. Grant Writing Mission Advancement Services Grant 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 16

17. 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 17

18. Mission Advancement Services Contact us… Sarah O. Hanley Director of Appeals The Catholic Foundation of Greater Philadelphia 215-587-5650 shanley@catholicfoundationphila.org Follow me @phillystewards Please send an e-mail to receive a copy of this presentation. Thank you! shanley@catholicfoundationphila.org 18