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

20189Annual Catholic Appeal Training Welcome Prayer 2018 ACA Recap 2019 Case Statement and Goal Review Training Manual Review Shipping Online Info Resources

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 Grace that we may walk in the Light of Jesus and serve Him faithfully. Amen  

2018 ACA Recap Data as of (1/17/2019) Overall Goal of 2019: $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!

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

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

2019 ACA Theme

2019 ACA Case for Support $3.5 million dollar goal Point out the new goal $ amount and the new/different areas the that are supported $3.5 million dollar goal

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

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

2019 Annual Catholic Appeal Key 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

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

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

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

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

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

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

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

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

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**

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

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

Shipping Instructions and Fed Ex Supplies

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

When to Ship What? Commitment Weekend Follow Up 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**

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

Parish 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***

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

Resources www.madisondiocese.org Weekly emails Quick Reference Guide 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

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

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

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

Select Your Organization

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

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