1. 1 We need money! How do we raise it? How do we do it Spiritually?

2. 2 Decision-MakingQuestions

3. 3 Operating Revenue (i.e. maintaining a Balanced budget Debt Reduction Minor Capital (i.e.new roof, windows, boiler) Offertory Improvement Program Special Project Campaign Capital Campaign Major Capital (i.e. new church, school, meeting place) 3 to 5 times annual Offertory Income $100,000 to 1 time annual Offertory Income Fixed Amount Every WEeek Debt Reduction Determine reason And Choose CASE Special Event $20,000 to $50,000 CASE (why $$$ needed) AMOUNT NEEDED

4. 4 Do CASE and AMOUNT NEEDED point to same box? YES Proceed To Appropriate Toolkit NO CLARIFICATION NEEDED Discuss with Parish Council, Finance Council and/or Development Office Restart NOYES Parish Versed in The Spirituality Of Fundraising Learn about The Spirituality Of Fundraising

5. 5 The Capital Campaign Toolkit

6. 6 Board of Consultors’ Approval Form Parish Review Committee Prepares RFP (sample attachment 3) Committee Reviews Diocesan Capital Campaign Policy (attachment 1) Committee Reviews List Of Approved Vendors (attachment 2) YES Send RFP to 5 or more Vendors NO Committee Interviews at least 3 Firms Committee Chooses Firm Conducts Feasibility Study Committee Reviews Feasibility Study Findings Positive - Proceed Negative - STOP OBTAIN APPROVAL Hire Firm & Conduct Campaign We need $$$. What next?

7. 7 Special Project Toolkit

8. 8 Board of Consultors’or Administrative Approval Conduct Campaign Without Counsel YESNO OBTAIN APPROVAL Conduct Campaign With Counsel Form Parish Campaign Committee Form Parish Campaign Committee Committee Reviews Diocesan Campaign Policy (attachment 1) Committee Reviews Diocesan Campaign Policy (attachment 1)

9. 9 YES Develop a Giving Tree Establish a Realistic Goal Identify & Research Major Donors Committee Reviews List Of Potential Vendors (attachment 2) Committee Chooses Firm Committee Interviews Firms

10. 10 Develop Campaign Timetable Finance Council Presentation Send Follow-up Mailings Conduct In-Pew Solicit Leadership & Major Gifts Training for Leadership Asks Prepare CASE & All Materials (attachment 3) Witness Speakers Thank You & Begin Billing Pastor Presentation

11. 11 Offertory Improvement Program Toolkit

12. 12 Use Consultant Form Parish Review Committee Interviews Firm(s) Committee Reviews List Of Approved Vendors (attachment 2) Committee Prepares RFP YES Committee Chooses Firm NO Hire Firm & Conduct Campaign

13. 13 Do Campaign Yourself Gather Scriptural, Weekly Bulletin and Petition Resources & establish e-Giving Protocols * Weekend 1 Finance Council Presentation Weekend 2 Pastor Presentation Weekend 3 Witness Speaker and Letter Sent to all Parishioners * Weekend 4 Commitment Weekend Week 5 Follow-up Letter with Envelope * Thank You letters & Tracking of Results * * These materials and/or samples are available by contacting the Office of Stewardship

14. 14 Special Events Toolkit

15. 15 Guaranteeing Our Future

16. 16