2014 Bishop s Annual Appeal

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1 2014 Bishop s Annual Appeal Training Sessions Thank you to our hosts: Mother of Mercy St. Stephen Our Lady of Guadalupe Immaculate Conception St. Eugene

2 Key Feedback from 2013 BAA Record attendance at trainings Positive feedback on materials Thank you letters for initial pledge for first time Pledge reminders more timely in starting Repurposed dollars for receptions to say thank you to leaders Average gift nearly $20 higher than previous all-time mark Significant participation through new mail and online options; large increases in higher giving societies

3 Key Feedback from 2013 BAA Logistics of materials to parishes Better communications from Parishes on members of parish leadership, orders for materials and schedule Timely reporting of summary and detailed data to parishes in user friendly format In-pew communication too general; not very supportive Misperception that Diocese does not want Parishes to have an active role Misperception that funds could be used for things other than Bishop Annual Appeal ministries

4 What is the Bishop s Annual Appeal? Leverages the size of the Diocese to provide opportunities for generous support to deserving ministries that would not occur otherwise Supports 30 ministries across eastern North Carolina Every region/parish is impacted Total raised since inception in 1970s is now over $100 million! $6.374 million goal in 2014 Largest areas supported (figures rounded): Catholic Charities ($1.2 million) Vocations and Priest Education ( $1.1 million) College Campus Ministry ($500K) Grants ($500K)

5 The Goal Established taking ministry needs into account and church priorities; parish then diocesan Net goal: $6,374,554; 0% goal increase; each parish goal still adjusts All parishes are assigned a portion of the Diocesan goal according to their relative percentage of offertory If 2% of Diocesan-wide offertory; than 2% of overall BAA goal Goals are not assessments Rebates stay same 80% if no school 100% with elementary school

6 Key Changes for 2014 Timing returns to January kickoff Pledges parish choice on where the initial mailing envelope is sent Streamlining of campaign updates Gift entry timing parish and diocese Reporting options

7 Milestone Dates for 2014 BAA November Committee and Order forms Due December Training Sessions 6 Final materials ordered 20 Initial ask gift processing form due; Parish BAA calendar due 27 Materials shipped to all Parishes January 4 BAA Brochure with personalized letter from Bishop mailed 10 Reporting to Parishes begins January 11/12 March 29/30 Twelve week span to complete marketing and in pew appeal(s) April 4 April 6 May 5 Fall 2014 Personalized Parish follow up letter mailed recommended BAA Sunday Diocesan follow up letter mailed Leadership Thank You receptions

8 Diocesan Role in Assisting Parishes Initial personalized mailing to jumpstart campaign Provide materials to parishes English and Spanish Brochures Bilingual Bulletin Inserts and In-pew envelopes English and Spanish Videos Manual with sample announcements, letters Gift Processing within 5 days Summary and Detailed Reporting NEW Direct access for parishes with live data

9 Initial Mailing Segmentation Grouping parishioners by relationship Historical giving BAA Capital Campaigns (CCC, GWOC) By Parish Allows letter to be as personal as possible Ask Amounts Determined on principals instead of random 1% increase for all

10 Reporting Parishes will have direct access to LIVE data as gifts are entered Dashboard with pre-loaded reports and charts of progress

11 Reporting Summary and detailed reporting available as well Multi-Year comparisons Pull parishioner lists

12 Expectations of Parishes Personal commitments to BAA from Leadership Thoughtful use of materials for your parish for maximum success Personal outreach wherever possible Execute parish plan prior to March 29/30 BAA Sunday participation April 6 th Gift Processing within 5 days

13 Prior Jan 11/12 Jan 18/19 Jan 25/26 Feb 1/2 Feb 8/9 Feb 15/16 Pastor and Parish Committee Pledge Pulpit Announcement #1 announcing BAA kickoff and mailing Pulpit Announcement #2; Bulletin Insert Charity Pulpit Announcement #3; Bulletin Insert Evangelization Pulpit Announcement #4; Bulletin Insert Worship FIRST IN-PEW WEEKEND Full Video shown before/during Mass SECOND IN-PEW WEEKEND Bulletin Announcement #1 Feb 22/23 Bulletin Announcement #2; Pulpit Announcement #5 Apr 4 Apr 6 Sample Schedule Personalized follow up letter from Pastor to non-participants BAA Sunday

14 Promoting the BAA Craft schedule that will define your success Phone calls? Pledge cards in foyer? Promote Participation Be Specific in how it impacts Personal Touch = Hands on Involvement Year Round Communications

15 Print Materials Brochure Posters Main, Goal and Thank You Bulletin Inserts (PDFs Online) Charity Evangelization Worship Pledge cards/envelopes In Pew Envelopes Leadership Manual (Online)

16 Videos and Online Portal Main Video Giving through mail Update mailing address for online bill pay Online Portal New in 2012 Pledges and auto payments Viewership of giving history and contact information

17 In-Pew Process Communications leading up to solicitations: Show the Bishop s Video at all Masses Personal speakers Use Bulletin Inserts Week of In-Pew: Ensure there are plenty of In-Pew envelopes and pencils Distribute the In-Pew envelopes during Mass Allow enough time for parishioners to fill out the In-Pew envelopes before collecting them

18 Transmittal Forms Parish will either call Terri Cirillo or send a request by asking for their transmittal form to be sent electronically. Once they have received the form go in and fill out the information. Attach the form with the checks they have received. Do not staple checks to envelopes. Send in to the post office box keep secure!

19 Submitting Pledges/Payments Transmittal Forms Electronic forms can be received from Terri Cirillo One form per pledge type and payment type for easier batching and processing at the Diocese Please do NOT staple checks to envelopes/cards Mail to Diocese - ***New Address in 2013*** Please remind of new address in 2013 for Online Bank Bill Pay BAA Mailing Address Catholic Diocese of Raleigh P.O. Box Raleigh, NC 27605

20 Pledge Reminders Begin in month after pledge (by mail or ) Sent out monthly for outstanding pledge balances Payments to be completed by December Thank you letter sent for initial pledge and completed gifts

21 Thank You! Office of Stewardship and Advancement Executive Director of Stewardship and Advancement Tim Breslin (919) Administrative Assistant Terri Cirillo (919) Director of Special Gifts Ryan Flood (919) Leadership Gifts Officer Therese Taxis (919)