Steward tips 2

Financial Steward ‘TIPS’

for January

THIS SLIDESHARE INCLUDES THE FOLLOWING ‘TIPS’ FOR STEWARDSHIP OF TREASURE :

• COMPLETE PDS INSTRUCTIONS ON PRODUCING THE END-OF-YEAR TAX LETTER.

• TEMPLATE EXAMPLES FOR THE FINANCIAL SECTION OF YOUR STEWARDSHIP BULLETIN COLUMNS.

• OTHER-HALF WORKSHEET

END OF YEAR DONOR TAX LETTER FOR 2015 TO BE SENT BY

JANUARY 31, 2016

IF YOU USE PDS AND WANT STEP BY STEP INSTRUCTIONS, SCREEN SHOTS ARE ATTACHED AS A PDF TO THE EMAIL. OTHERWISE, FOLLOW THESE STEPS:

CONTRIBUTIONS>TAX REPORTS>END OF YEAR DONOR SUBSTANTIATIONS>LETTER LAYOUT>MODIFY THE BODY OF THE LETTER*>SELECT FUNDS TO PRINT>SELECT FAMILIES (MAKE SURE YOU CHECK ACTIVE & INACTIVE BOXES)

* WE SUGGEST THAT YOU EMPHASIZE YOUR PARISH’S MISSION/GOALS WHEN YOU MODIFY THE LETTER.

Supporting not just the Parish, but our Community

We often hear from parishioners who want to know how their donations (not just money!!) are making a difference in the lives of others.  Mission Update! • Through our food bank, we were able to feed 1200 families this year• Knights of Columbus were able to donate 12,000 hours to our parish and community• We were able to provide 20 families with scholarships for religious education this past year• The pastoral outreach center was able provide 650 meals to homebound elderly people living within

our parish boundaries• Youth group spent a week on mission in South Dakota helping to clean up an entire communityYou’re helping to make our parish ---- our community a better place!

Customize the above article to reflect the mission of your parish

BULLETIN ARTICLE SUGGESTION THAT DETAILS FURTHER YOUR

MISSION

Besides articulating Mission of your Parish in Tax Letter, see bulletin article below.

TAX INFORMATION FOR YOUR ONLINE GIVERS

WANT TO MAKE IT EASY FOR YOUR ONLINE GIVERS TO ACCESS THEIR TAX INFO?

• MOST ONLINE GIVING PROVIDERS I.E. VANCO AND OSV, HAVE A HISTORY GIVING/SUMMARY TAB SO THAT PARISHIONERS CAN IMMEDIATELY ACCESS THEIR TAX INFO.

• IF YOUR PROVIDER DOES, WE SUGGEST LETTING YOUR PARISHIONERS KNOW THROUGH EMAIL OR IN BULLETIN THAT THEY CAN ACCESS THE SITE AND GET THEIR TAX INFO RIGHT AWAY.

A GREAT WAY TO PROVIDE EXCELLENT SERVICE TO YOUR PARISHIONERS!

SEE FOLLOWING SLIDES FOR

ONGOING FINANCIAL

STEWARD ‘TIPS'FOR THE YEAR

FIRST EXAMPLE OF FINANCIAL SECTION OF STEWARDSHIP BULLETIN COLUMN WEEKLY COLLECTION INCLUDING WEEKLY ONLINE

GIVING

• SUNDAY COLLECTION: $4,870.00

• WEEKLY ONLINE GIVING: $930.00

• TOTAL WEEKLY COLLECTION: $5,800.00

• BUDGETED WEEKLY GOAL: $5,300.00

• WEEKLY GOAL: OVER-BUDGET $500.00

• ACTUAL YEAR-TO-DATE GIVING: $175,000.00

• (JULY 1, 2015 – DEC. 31, 2015)

• BUDGETED YEAR-TO-DATE GOAL: $173,000.00

• (JULY 1, 2014 – DEC. 31, 2014

• OVER BUDGETED GOAL Y-T-D: $2,000.00

It is important to report your Parish Stewardship Collections in your Bulletin. Please see below a suggested template for weekly collections

that include the online giving in parishes who report it weekly.

SECOND EXAMPLE OF FINANCIAL SECTION OF STEWARDSHIP BULLETIN COLUMN

WEEKLY COLLECTION PLUS MONTHLY ONLINE GIVING • SUNDAY COLLECTION:

$4,870.00• ONLINE GIVING FOR MONTH OF DECEMBER

$4,120.00• TOTAL WEEKLY COLLECTION

$9,990.00 (INCLUDES MONTHLY ONLINE GIFTS FOR DECEMBER)• BUDGETED WEEKLY GOAL:

$5,300.00

• OVER WEEKLY GOAL: $4,690.00

• ACTUAL YEAR-TO-DATE GIVING: $175,000.00

• (JULY 1, 2015 – DEC. 31, 2015)• BUDGETED YEAR-TO-DATE GOAL:

$173,000.00• (JULY 1, 2015 – DEC. 31, 2015)• OVER BUDGETED GOAL Y-T-D:

$2,000.00

Please see below a suggested template for weekly collections that include the online giving in parishes who

report it monthly.

Total online giving for the month of December: $8,120.00* *This amount includes 76 gifts for Sacrificial Giving, Holy Days, Building Fund and Peters Pence. Thanks to all who use online giving. If you wish to learn more about signing up for online giving, please visit our website or call the office.

EXAMPLES OF EXTRA THANK YOU’S TO INCLUDE IN YOUR STEWARDSHIP BULLETIN COLUMN

We have just received our 4th Annual Appeal rebate check in the amount of $1,720.89. This makes a total year-to-date rebate of $8,120.79 that will be used to (i.e., remodel the kitchen, pave the parking lot, fund a shelter, etc. etc.) Thank you to all who have paid AND continue to pay their Annual Appeal pledge.

Suggested bulletin text at the beginning of each month for reporting online giving ‘gifts’ for the previous month

Suggested bulletin text at the beginning of each month for parishes who are

starting to receive Annual Appeal rebates.

OTHER HALF WORKSHEET

• USE THIS AS A BULLETIN INSERT TO HELP YOUR PARISHIONER’S PLAN THEIR GIVING.

• IT IS DOWNLOADABLE FROM OUR WEBSITE UNDER ‘PARISH RESOURCES.’

Other Half Worksheet A worksheet to help you plan and budget your giving to charity

All of us receive requests from many charities throughout the year - and sometimes our response is one of weariness or anxiety. Why me? My resources are limited? How can I take care of them all? But these various requests present the opportunity to plan our giving - to share the blessings God has given us, and experience the joy of sharing.

We are asked to split our gift in half - One half to the parish,

and the other half to charities of our choice.

The total amount I plan on giving to the parish and other charities is: $________

Suggested ½ to the Parish equals: $________

Some Charities to Consider for the ‘Other Half’

Local Assistance for the needs in our Archdiocese St. Vincent De Paul $_________ Catholic Community Services (December) $_________

Provides social services support to families throughout Washington Catholic Schools $_________ Elementary school and high school fund drives Annual Catholic Appeal (May) $_________

Funds a wide range of archdiocesan programs and services Other (NW Catholic Communications Campaign – Jan; Priest Pension-Oct.; etc) $_________ Special National and International Church Collections Catholic Relief Services and Rice Bowl Collection (March) $_________

Supports Catholic Relief Services overseas plus 25% goes to local hunger projects

Catholic Home Missions (February) $_________ Funds a wide range of pastoral services plus maintenance of Missions

in the US and includes the training of seminarians and lay ministers (A percentage of this collection will go toward Black and Indian Missions)

Peter’s Pence (June) $_________

Helps Catholics join the charitable works of the Holy Father in helping relieve the suffering of the world’s most vulnerable victims of war, poverty and oppression

Catholic Campaign for Human Development (September) $_________

Addresses root causes of poverty in our country and funds self-help organizations and transformative education

World Mission Sunday (October) $_________ Supports Catholic missionary efforts throughout the world

Other Charities (e.g. United Way, etc.) _________________________________________________________________ $__________

______________________________________________________ $__________

WE THANK YOU FOR YOUR STEWARDSHIP OF

ACCOUNTABILITY AND TRANSPARENCY –

MAY YOU HAVE A BLESSED 2016

IF YOU NEED HELP, CONTACTSTEVE HOMIACK

[email protected]