The meaningful involvement and engagement of people in our mission and vision for the future.

The meaningful involvement and engagement of people in our mission and vision for the future.

What is Development?

What is the single most important development

effort?

The Annual Appeal

Allows your institution to navigate challenges today Provides for today’s innovative programs and

urgent priorities, such as financial assistance Provides an avenue to overcome unforeseen

obstacles Allows your institution to take advantage of

unforeseen opportunities that will arise throughout the year

Why is the Annual Appeal Necessary?

The Annual Appeal is not a fundraiser!

There is no buy and sell The Annual Appeal should not be,

“Show me the money”

What the Annual Appeal is not?

What the Annual Appeal is? The Annual Appeal is or will be the process

of inviting people to support Catholic education TODAY with their: ◦ GIFT OF PRAYER◦ GIFT OF SERVICE◦ GIFT OF FINANCIAL PARTICIPATION

Benefits to inviting all three gifts: ◦ Increased parent participation ◦ More families than ever before are praying for

my school◦ Increased people base◦ Increased service to my school◦ Increased service means increased

development dollars

Are you Inviting the Three Gifts: Prayer, Service and Financial Participation?

Is it clear where your school plans to use the gifts that people will share with you?

People want to see tangible results. They want to see how they can specifically

help- whether it’s saying the Annual Appeal Prayer every day or helping to coach the 5th grade volleyball team or financially giving money to build a new computer lab.

Is your Annual Appeal Strong and Meaningful?

In order for the Annual Appeal to be successful, you need network of people working closely with the principal, pastor or development officer to make the process work. YOU NEED TO BE PART OF THIS NETWORK.

The more individuals involved the more successful the campaign will be.

Is your Annual Appeal a Solo Act?

Direct mail should do 3 things:

1. Announce2. Inform3. Invite4. Reinforce

Is your Annual Appeal a Direct Mail Appeal Only?

Your mailing can be in many different formats or can be a combination of these formats: ◦ Personalized letter◦ Annual Appeal brochure◦ Intention card inviting three gifts◦ Return envelop◦ Mailing envelop◦ Annual Appeal Prayer Card

What does the Annual Appeal solicitation consist of?

Calls Emails Have information about the Annual Appeal

available on the website Brochures and signs around the school, at

your sporting events and in the programs, in the Parish

Donor recognition

Is there any follow up to any direct mail?

What communication vehicles have you set up?

Lots of possibilities: email, website, signage at the school

Communicate monthly

Are the results of the Annual Appeal reported?

Communicate by email weekly Have a regularly scheduled monthly

meeting

Are you communicating with Annual Appeal Leaders Frequently

1. Relationships begin to build2. Better understanding of donor passions 3. People become more receptive to future

involvement4. Culture begins to shift from Appeal-raising

inside the school/parish to a development/ advancement effort for the entire faith community to support

How many one-on-one visits and invites have are made?

Major components:1. Bridge the Gap-

- New look for this year- Mailed June 1

2. Annual Report-August 15th 3. Second Bridge the Gap- September 194. The Give 5 Alumni Campaign-October 15. End of the Year Giving- November 15th

Reicher Catholic High School’s Sample Annual Appeal Schedule

Planned Giving ProgramGetting Started

Why Planned GivingBenefits to the School Benefits to the Donor

With proper planning you may be able to give the gift of your dreams while providing for your future and for your loved ones.

Proper planning, can ensure that your wishes, desires and passions are recognized.

Proper planning may allow you to make a substantial gift without touching your current income or assets.

Proper planning can allow for significant financial and tax benefits.

The planned giving program will fuel the school endowment.

Immediate benefits. Ensures future

strength and ability to plan for and cope with obstacles in the future.

Need a group of leaders to get the ball rolling

Who are we talking about: YOU! Members of the board, parents, parish leaders, alumni leaders, past parents

Special knowledge is not required 8-10 people

Establish a Planned Giving Committee

Secure a tax attorney and/or CPA to act in an advisory capacity. These individuals should not be a part of the committee but should instead advise the committee.

Secure Professionals

One of the first tasks of the newly formed Planned Giving Committee is to establish the philosophy and rationale on why the school is setting up the Planned Giving Program.

Why is planned giving important and how does it differ from other forms of giving such as the annual campaign and capital giving.

Establish the Philosophy and Rationale

The Planned Giving Committee should create a Mission Statement explaining the purpose of the planned giving effort.

In my opinion the message revolves around: ◦ Sustainability◦ Leaving a Legacy◦ Now & Later◦ Gifts that Give Twice

Establish a Mission Statement

Establish first year goals and objectives. ◦ Create a plan for the year

Determine donor attitudes on planned giving◦ Conduct a feasibility study to determine their

attitudes, wishes and interest

Establish Goals and Strategies

Begin by reviewing the policies and guidelines establish by the Diocese.

Create the Investment Policies and Guidelines

This should be an going process and one of the primary functions of the Planned Giving Committee

Identify a list of 50-100 individuals Where to begin:

◦ List of donors from capital campaigns, the annual Appeal, the foundation and so on

Identify Prospects

Establish a Recognition Society

It cannot be assumed that everyone on the Planned Giving Committee will know how to visit and invite.

Provide training to the committee, school board, development committee

Training

Conduct one-on-one visits with 10-20 prospects ◦ Establish the beginning of a relationship◦ Find out how the donor feels about the school◦ Explain that the school is starting a Planned

Giving Program and one of the main purposes of the visit is to “ask the customer” what his/her/their needs are.

Test the Waters

1. Bequests2. Charitable Gift

Annuities3. Trusts4. Life Insurance5. Real Estate6. Personal Property7. Retirement Plans

8. Charitable Remainder Trusts

9. Charitable Lead Trusts

10. Retained life estates

11. Bargain Sale12. Securities

Decide on the Planned Giving Opportunities to Offer

Two pieces should be considered: ◦ “A stand alone” brochure that can be used all the

time◦ Regular mailing (possibly newsletters) that can be

used on a consistent basis- each with different messages

Effective pieces: ◦ Planned Giving Brochure◦ Planned Giving Newsletter

Create Literature and PR Pieces

It will be important to invite people to come to the campus for some kind of event.

Sponsor a “Wills Seminar” free of charge or do some educational workshop on Charitable Remainder Trusts or on new tax laws.

The event will create a pool of prospects.

Invite People to Your Campus

Find Your Pot of Gold

Development- meaningful engagement of people.

A meaningful relationship must be established.

Continue Research and Nurturing