1. Implementing a Successful Annual Fund with No Staff NCDC Conference September 26-30, 2017 Marriott Marquis San Diego Marina ….
Presented by
Joe Langenderfer, CFRE
Chief Executive Officer
Catholic Education Foundation, Diocese of Joliet-in-Illinois

2. Summary Page 2 …Role of the Development Committee Page 5
…Organizational Chart - example
Page 6
…Check List - Conducting Annual Funds
Page 9
…Illustrations – brochure, pledge envelope
Page 12
…Responsibilities by Volunteer Position
Page 16
…Sample Campaign Timeline 1.

3. Role of the Development Committee
The Development Committee is key in the formulation and implementation of an advancement program for the School including the following specific responsibilities:
Responsibilities
1. To work with the principal and committee members to
set annual development goals. This includes:
personal financial commitment and support
active involvement in identifying, asking prospective donors
making personal reminder calls on prospective donors
thanking donors (phone/personal note) for their contributions to your School 2.

4. Role – (Continued)
2. To educate the school community about the development
program and respective roles in supporting the School by:
reviewing and maintaining the short term (annual) and long term (3 year) development plan
consolidating the school fundraising calendar
maintaining knowledge of the different fundraising programs
articulating program components to prospective donors
3. To strengthen your school’s development effort by
regularly attending Development Committee meetings,
providing insights and ideas, and helping to recruit
volunteers to fill needed roles. 3.

5. Role – (Continued)
4. To review and recommend development policies for the Board’s consideration. 5. Participate as a volunteer or leader in one or more of the following subcommittees or activities: Possible Subcommittees of Development Committee 1) Annual Fund 2) Wills Seminar, Bulletin 3) Alumni Relations 4) Recruitment /Enrollment Management 5) Public Relations/Communications 4.

6. School Board Development Committee (Example)5.

7. Checklist - Annual Fund
Recruitment completed for Volunteers – All Phases
# Volunteers Position Time Commitment
General Chair(s) hours over 7 weeks
Pulpit Speakers hours (training, Masses)
Follow-up Leader hours over 2 weeks
Follow-up Workers * 2 hours total… 2 weeks
Communications Ldr 3 hours total… 6 weeks
Mailing Committee hours for 2+ mailings
over 2 weeks
1-5 Commitment Wknd 1 hour Mass on 1 wknd
 * =based on 700 parish envelope users, alumni, and non-parishioner school parents
Campaign Calendar finalized
Mailing Lists finalized

8. Checklist – (continued)
Case Statement finalized
How will charitable dollars be used?
What specific cause is appealing to donors?
Define needs and determine a realistic goal
Assign approximate cost for each item in Case Statement
Content of Brochure finalized
Case Statement
Narrative Description, Details of projects costs
Student, parent and/or alumni testimonials
Brief history of school… accomplishments… statistics 7.

9. Checklist – (continued)
Graphics
Pie chart or dollar-bill illustration of disbursements
Pictures of students
Suggested giving levels
(Giving Chart includes Monthly Pledge Payments) 8.

10. Sample Brochure (Front Panel)9.

11. Sample Brochure
(Back Panel)
10.

12. Sample Pledge Envelope (Inside TOP and BOTTOM Flaps)
Inside TOP Flap
And
Inside BOTTOM Flap
11.

13. Responsibilities by Position
General Chair
Attend five to seven meetings spanning a six week timeframe
Help select three campaign leaders
Participate with gift or pledge
Pulpit Witness Speakers
Speak during homily time at one or more Masses on one weekend
Meet with counsel/volunteer to review talk outline and ideas for a 3-5 minute talk
Practice the talk with counsel/volunteer in church
Be willing to participate with gift or pledge support  

14. Responsibilities – (continued)
Follow-Up Leader
Attend two meetings and help recruit workers beginning with parish and school leadership… BEGIN WITH school board members, parish pastoral councils, and parish finance committees
phone ensure workers are making calls before report date
Participate with gift or pledge
Follow-Up Worker
15 to 20 people needed
Attend one meeting and make approximately reminder calls (NO ASKING FOR MONEY)
13.

15. Responsibilities (continued)
Communications/Public Relations Leader
1 to 2 people needed
Write the weekly bulletin/pulpit messages
Write the weekly Prayers of the Faithful
Oversee frequent Updates to web site, social media
Participate with a gift or pledge
Mailing Committee
2 to 4 people needed
Approximately six hours to coordinate two mailings in-house and initial thank you mailing
Participate with a gift of pledge
14.

16. Responsibilities (continued)
Commitment Weekend Volunteer
1-5 people needed to recruit students or others as ushers
Attend at least one Mass plus one hour to coordinate with ushers, provide orientation and distribute materials such as gift envelopes
Assist in the recruitment of students and others to serve as ushers during Mass
Assist volunteers in depositing envelopes at designated location after envelopes are collected
Make sure materials are restocked and available for next Mass
Participate with pledge or gift
15.

17. Sample Campaign Timeline
School
Annual Campaign
January 2017
TIMELINE
16.

18. Thank you for Attending
Best Practices for Conducting Annual Funds
September 2017
Joe Langenderfer, CFRE * Catholic Education Foundation , Diocese of Joliet
16555 Weber Road, Crest Hill, IL * 815/ *