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Catholic Charities of Buffalo TABLE OF CONTENTS A Message from the Bishop ....................................................................................................................................2 A Message from the Diocesan Director ...............................................................................................................3 A Message from the Chief Executive Officer ....................................................................................................4 ______________________________________________________________________________ SECTION 1 – LEADERSHIP Appeal Volunteer and Executive Leadership ......................................................................................................6 Parish Appeal Team Role Descriptions ................................................................................................................ 7 ______________________________________________________________________________ SECTION 2 – PLAN OF ACTIVITIES Parish Plan of Activities Timeline ....................................................................................................................... 10 Appeal Staff Support Team ................................................................................................................................... 12 Steps to a Successful Parish Appeal .................................................................................................................... 13 New Donor Programs ............................................................................................................................................ 15 Large Gift Donor Programs ................................................................................................................................. 17 ______________________________________________________________________________ SECTION 3 – BUILDING AWARENESS IN YOUR PARISH Prayers of the Faithful.............................................................................................................................................20 Bulletin/Pulpit Announcements..........................................................................................................................21 Appeal Vounteer Speaker........................................................................................................................................24 Sample Pastor’s Homily ...........................................................................................................................................25 ______________________________________________________________________________ SECTION 4 – SOLICITATION MATERIALS & SAMPLES Web-based Reports...................................................................................................................................................28 Sample Direct Solictation Mail Letter..................................................................................................................30 Pledge Cards...............................................................................................................................................................31 New Parish Performance Report...........................................................................................................................32 ______________________________________________________________________________ SECTION 5 – PARISH RETURN PROCEDURES Parish Return Procedure Instructions .............................................................................................................34 Red Envelope .............................................................................................................................................................36 Blue Envelope ............................................................................................................................................................37 Black Envelope..........................................................................................................................................................38 Green Envelope .........................................................................................................................................................39 ______________________________________________________________________________ SECTION 6 – OTHER INFORMATION Gift of Appreciate Stock / Mutual Funds...........................................................................................................42 Matching Gifts & Vehicle Donation....................................................................................................................43 Planned Gifts.............................................................................................................................................................44 Catholic Charities’ Giving Societies.....................................................................................................................45 Case for Support........................................................................................................................................................46 Quick Facts to Share With Others.......................................................................................................................48

Catholic Charities of Buffalo · Catholic Charities of Buffalo 2. ... 218-1400 Ext. 2090 218-1400 [email protected] ... Lawley Benefits Group, LLC

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Catholic Charities of BuffaloTABLE OF CONTENTS

A Message from the Bishop ....................................................................................................................................2A Message from the Diocesan Director ...............................................................................................................3A Message from the Chief Executive Officer ....................................................................................................4______________________________________________________________________________

SECTION 1 – LEADERSHIPAppeal Volunteer and Executive Leadership ......................................................................................................6Parish Appeal Team Role Descriptions ................................................................................................................7______________________________________________________________________________

SECTION 2 – PLAN OF ACTIVITIESParish Plan of Activities Timeline .......................................................................................................................10Appeal Staff Support Team ...................................................................................................................................12Steps to a Successful Parish Appeal ....................................................................................................................13New Donor Programs ............................................................................................................................................15Large Gift Donor Programs .................................................................................................................................17______________________________________________________________________________

SECTION 3 – BUILDING AWARENESS IN YOUR PARISHPrayers of the Faithful.............................................................................................................................................20Bulletin/Pulpit Announcements..........................................................................................................................21Appeal Vounteer Speaker........................................................................................................................................24Sample Pastor’s Homily...........................................................................................................................................25______________________________________________________________________________

SECTION 4 – SOLICITATION MATERIALS & SAMPLESWeb-based Reports...................................................................................................................................................28Sample Direct Solictation Mail Letter..................................................................................................................30Pledge Cards...............................................................................................................................................................31New Parish Performance Report...........................................................................................................................32______________________________________________________________________________

SECTION 5 – PARISH RETURN PROCEDURESParish Return Procedure Instructions .............................................................................................................34Red Envelope .............................................................................................................................................................36Blue Envelope ............................................................................................................................................................37Black Envelope..........................................................................................................................................................38Green Envelope .........................................................................................................................................................39______________________________________________________________________________

SECTION 6 – OTHER INFORMATIONGift of Appreciate Stock / Mutual Funds...........................................................................................................42Matching Gifts & Vehicle Donation....................................................................................................................43Planned Gifts.............................................................................................................................................................44Catholic Charities’ Giving Societies.....................................................................................................................45Case for Support........................................................................................................................................................46Quick Facts to Share With Others.......................................................................................................................48

A MESSAGE FROM THE BISHOP

Dear Pastors, Parish Administrators and AppealVolunteers,

Francis of Assisi, patron of the Catholic Charites Appeal of 2015, once wrote a letter to “all the faithful people

in the world.” In this letter, Francis wrote “We are the mothers and the brothers and sisters of Christ. We are the mothers of Christ when we give birth to him by doing good.” These inspiring words encourage us in our work for Catholic Charities through this Appeal. For as we preach the good news of Catholic Charities and as we ask for support for its outreach to “those who are poor and most vulnerable,” we give birth to Christ.

The work of Catholic Charities is God’s own work and I am honored to lead you in it. As Chair of the Board of Directors of Catholic Charities, I rejoice in its 70 programs and the many ways that each program has clear goals and measures its ability to reach those goals. The service we offer to our neighbors in need is full of care and competence. Catholic Charities

is the Catholic Church’s gift to all in need in Western New York.

Thank you for taking leadership in your parish community. I am honored to work with you as we encourage others to join us in the Church’s commitment to protect, strengthen and empower our brothers and sisters throughout the eight counties of the Diocese of Buffalo.

I look forward to seeing you at the workshops, at Catholic Charities, and in your parishes. Together we give birth to Christ!

Yours sincerely in Christ,

Most Reverend Richard J. MaloneBishop of Buffalo

Catholic Charities of Buffalo

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A MESSAGE FROM THE DIOCESAN DIRECTOR

Dear Pastors, Parish Administrators and ParishVolunteers,

When Francis of Assisi was a rich young man, he was repulsed by lepers. He would walk far out of his way to avoid even coming near the leprosarium. Then, one day, he came face to face with a leper. Of the experience Francis said, “made stronger than myself by God, I embraced the leper and from that moment, all that I had experienced as bitter became sweet to me.” Francis ministered to the lepers, bringing them food and medicine, friendship and peace. We of Catholic Charities commit ourselves to reach out to “those who are poor and most vulnerable.” Sometimes they need food or medicine. Sometimes they need counseling or education. Always they need friendship and peace. This work is sweet to us. But his work is possible for us only because of the generos-ity of the Catholics of the Diocese of Buffalo who send us to serve through their gifts to the Catholic Charities Appeal. Francis of Assisi wrote to his brothers, “never be ashamed to beg, for our Lord and his Blessed Mother had to live on alms.” Thank you for reaching out to ask for alms from the members of your parishes. It is through you that God’s work is done for those most in need. Last year Catholic Charities impacted 142,000 people in Western New York. This is God’s gift

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and your gift! Our God will never be outdone in generosity; you will be blessed, even as you are a blessing to the clients and staff of Catholic Charities.

Gratefully,

Sister Mary McCarrick, OSFDiocesan Director

Catholic Charities of Buffalo

A MESSAGE FROM THE CHIEF EXECUTIVE OFFICER

What group is better prepared to “find the good within” yourselves and others, than you our faithful Appeal volunteers? Thank you for all you give to make this drive successful and directly benefit the tens of thousands of people in need in Western New York. The funds you help to raise comprise a most significant funding source for Catholic Charities. Because of the unrestricted and flexible nature of Appeal funds, we can use them where and when help is most needed – in a new and innovative program, to maintain a program until pending monies arrive, or even to provide a vital service for which no other funding is available. Appeal dollars are truly mission funding.

I hope you find the information included here about our programs and services, and their impact and efficiency helpful to you and to others as you seek to engage your friends and fellow parishioners. Share the facts that show what a difference a contribution to the Appeal can make for people in need on a daily basis.

Our staff will continue to do our best to not only assess client needs beyond the primary need so that wholeness and independence can be restored, but also ensure that the service is effective. This is affirmed by our Council on Accreditation certification and our five-year, four-star rating from independent charity evaluator Charity Navigator.

Again, thank you for your dedication to “share God’s goodness” by supporting our mission to serve those who are in need and most vulnerable.

Sincerely,

Dennis C. WalczykChief Executive Officer

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LEADERSHIPSECTION 1

Catholic Charities of BuffaloAPPEAL VOLUNTEER & EXECUTIVE LEADERSHIP

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CATHOLIC CHARITIES EXECUTIVE TEAM

Sister Mary McCarrick, OSF Dennis C. Walczyk Diocesan Director Chief Executive Officer218-1400 Ext. 2090 [email protected] [email protected]

PARISH CHAIRRick CroninRetiredSocial Security [email protected]

COMMUNITY CHAIR Kellie M. Ulrich, [email protected]

CHAIRSC. Jake Schneider, AIAPresidentSchneider Design, Architects, PCSchneider Development, [email protected]

Katie SchneiderPresident/Chief PhotographerKatie Schneider [email protected]

VICE / LEADERSHIP GIFTS CHAIRSNicholas TzetzoManaging Partner Tzetzo [email protected]

Nicole TzetzoPartnerJaeckle Fleischmann & Mugel, LLP [email protected]

CORPORATE CHAIRSJohn G. and Suzanne Berger, Jr.PartnerLawley Benefits Group, [email protected]

CORPORATE CHAIRSJim and Mary Beth Basil PresidentJoe Basil [email protected]

PARISH APPEAL TEAM ROLE DESCRIPTIONS

5. NEW DONOR PROGRAMS - Organizes In-Pew program March 22-29 and Donor Registration table in church after masses on both Appeal weekends, March 21-22 and March 28-29.

6. Give post Appeal feedback to Catholic Charities leadership via the Appeal Volunteer Survey.

PARISH VICE CHAIR/ LARGE GIFT CHAIR

“You serve as the relationship manager for your parish and your existing Large Gift Donors. You also identify potential new Large Gift donors and communicate these prospects to Catholic Charities”

1. LARGE GIFT DONOR PROGRAMS- Using the Non Donor Report, the Large Gift Chair leads personal follow-up with any/all outstanding Large Gift donors (> $250). This follow up begins BEFORE Appeal Sunday and concludes after Easter.

2. Considers hosting a Large Gift “Thank You” reception at the Parish Hall, as well as a “Mission of Hope” event at your Parish.

3. Refers potential Msgr. Conniff Society members to Catholic Charities for their follow up.

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PASTOR“You provide Spiritual Leadership and Appeal Team support for the Parish” 1. Encourages 100% parishioner participation in the Appeal by preaching a homily and providing spiritual support of the Appeal. (Reminder, consider using a Volunteer Appeal Speaker to share at Masses).

2. Identifies and recruits new Parish volunteers.

3. Ensures that Catholic Charities bulletin announcements are published weekly in your bulletin, Catholic Charities prayers of the faithful are used at all masses and Appeal posters are hung and brochures and other materials are utilized.

4. Supports Parish Appeal Team.

PARISH APPEAL CHAIR

“You serve as the communication link between your Parish Appeal Team and Catholic Charities”

1. Coordinates Parish level phone-a-thons.

2. Reports to Appeal Leadership team as web-based parish activity and non-donor reports. 3. Attends Appeal Workshop with Team members and recruits new Team members.

4. Uses Appeal communications effectively (Bulletin and Pulpit announcements, Prayers of the Faithful, Posters, Speakers, etc.) Ensures that all parish volunteers have provided their email address to the Appeal Leadership team so all will receive the weekly appeal e-newsletter.

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PARISH GIFT CHAIR “You serve as operations manager for Parish collections and returns”

1. GIFT PROCESSING - Ensures that at least two people are available to count and prepare parish returns on the two Appeal Sundays.2. Calls in Parish figures/returns to Diocesan Appeal headquarters and delivers returns to Appeal office in timely manner. Call 218-1400 between 9:00 a.m. - 4:30 p.m.

3. Coordinates phone call follow up efforts at the Parish level (<$250) after Appeal Sunday.

PARISH YOUTH CHAIR

“You serve to connect the young people of the parish with the Mission of Catholic Charities and fundraising efforts of the Appeal”

1. Ensures the Parish conducts at least one activity that connects parish Youth with the Mission of Catholic Charities.

2. Publicize the Get Real, Give Hope Facebook challenge to your parish community. Details at www.facebook.com/ ccbuffalo

PARISH APPEAL SECRETARY

“You serve as the backbone of the administration of the Appeal. You work with the Pastor and Appeal Chair to ensure a successful appeal.”

1. Updates Appeal office with any additions, changes or deletes to the Parish Mailing List (Master Report) during the course of the Appeal.

2. Makes sure that Bulletin Announcements and Prayers of the Faithful are used on a timely basis.

3. Counts all Appeal materials shipped and ensures sufficient materials are provided to support Parish efforts.

PLAN OF ACTIVITIESSECTION 2

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Catholic Charities of BuffaloPARISH PLAN OF ACTIVITIES TIMELINE

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DATE ACTIVITY WHO SEE PAGEAll year Host a Catholic Charities “Mission of Hope” or thank you event.

Recruit new volunteers!Vice/Large Gift ChairPastor/Parish Chair

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By 11/28/14

Complete PDS Data Synchronization.Submit pastor signature, parish stationery file if changed from last year.Submit supply request.Submit parish appeal team contact info – especially email!

SecretarySecretaryPastor/Chair/ SecretaryPastor or Parish Chair

12/14/14 Corporate Kick-off Corporate – Appeal Team

1/5/15 Corporate Solicitation and Signing Appeal Staff

1/6/15 Appeal 2015 Kickoff News ConferenceBegin using Bulletin Announcements.

Appeal StaffSecretary

21-23

1/6/15 Large gift/community/special parish solicitation mails. Appeal Staff

1/9/15 Plan a parish youth event to raise awareness of Catholic Charities.Premium solicitation mails

Youth Chair Appeal Staff

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1/10/15 For all workshops: Pick up parish supplies, otherwise mailed to rectory.11 a.m., Tri-County workshop – Bohn’s Restaurant, Batavia, NY

Parish Appeal Team

1/14/15 5:30 p.m., Erie County II – Christ the King Seminary, East Aurora, NY Parish Appeal Team

1/17/15 11 a.m., Catt/Allegany Counties workshop – St. Bonaventure Clubhouse, Olean, NY

Parish Appeal Team

1/24/15 11 a.m., Niagara County West workshop – Antonio’s, Niagara Falls, NY Parish Appeal Team

1/28/15 5:30 p.m., Niagara County East workshop – Lockport Locks, Lockport, NY

Parish Appeal Team

1/31/15 9 a.m., Erie County I workshop – Catholic Charities Administrative Bldg. Parish Appeal Team

2/1/15 Publicize Appeal 2015; display banners and posters.Review web-based reporting @ www.ccwny.org

Pastor & TeamPastor & Parish Chair

20-24

2/7/15 11 a.m., Chautauqua workshop – Alfie’s, Jamestown, NY Parish Appeal Team

2/12/15 Parish Direct Mail solicitation mails. Parish cards delivered. Appeal Staff

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Parish Appeal Team = Pastor, Parish Chair, Vice/Large Gift Chair, Parish Gift Chair, Secretary, Youth Chair

DATE ACTIVITY WHO SEE PAGE2/15 - 3/1 Publicize the start of the Get Real. Give Hope. Facebook Challenge. Youth Chair 24

2/18/15 Ash Wednesday – Begin using Catholic Charities Prayers of the Faithful. Secretary/Pastor 20

3/7 - 3/8 In Pew program week 1; place In Pew insert into bulletins before mass. Parish Gift Chair

3/14 - 3/15 In Pew week 2; play DVD/CD during homily, collect pledge cards. Parish Team & youth

3/15 -3/21 Hold a lapsed donor phone-a-thon Vice /Large Gift Chair

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3/22/15 Appeal Week First Sunday – Bring or phone in returns to 716-218-1400Fifth Sunday of Lent – Use suggested homily

Parish Gift ChairPastor

34-3525-26

Hold a new donor drive after all masses. Parish Team 17

3/24/15 Appeal Week news conference Appeal Staff

3/25 - 3/28 Hold a lapsed donor phone-a-thon. Vice/Large Gift Chair

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3/29/15 Appeal Week Second Sunday - Palm SundayPrepare and bring or phone in returns to 716-218-1400

Parish Gift Chair 34-35

3/31/15 Appeal Report news conference Appeal Staff

4/5/15 Easter Sunday

4/13 – 4/19 Hold a lapsed donor phone-a-thon. Vice/Large Gift Chair

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4/20/15 Lapsed donor solicitation mails. Appeal Staff

6/1/15 Phone program begins. Appeal Staff

6/30/15 Appeal 2015 Finish Line!

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SUPPORT STAFF TEAM

FOR HELP WITH: CONTACT:Parish ReturnsParish Direct Mail questionsWeb-based reporting questions

Fred Heuer, Appeal Parish Coordinator218-1450, ext. 2020 (w)[email protected]

Parish supply requestsDonor updates and gift inquiriesNew donor registration kitsStock Donations

Cindy Scibetta, Appeal Operations Supervisor218-1450, ext. 2092 (w)[email protected]

Parish supply requestsDonor updates and gift inquiriesVehicle Donations

Sister Mary Durenbeck, OSF, Appeal Specialist218-1450, ext. [email protected]

New Donor Registration ProgramIn Pew Program

Clara Spas, Appeal Advancement Director218-1450, ext. 2095 (w) [email protected]

Parish Large Gift Donor ProgramsLeadership Gift Programs

Cassandra Carleton, Development Associate218-1450, ext. 2090 (w)[email protected]

Parish Large Gift Donor ProgramsLeadership Gift ProgramsIn Pew Program

John Vecchio, Relationship Manager847-8378 (w) [email protected]

Volunteer Appeal Speakers Rose Caldwell, Communications & PR Director218-1450, ext. 2031 (w) 713-9548 (c)[email protected]

Get Real. Give Hope. Facebook Challenge Stephanie Brown, Communications & PR Specialist218-1450, ext. 2032 (w) [email protected]

Young Adult Networking EventPlanned Giving Website Support

Cassandra Carleton, Development Associate218-1450, ext. 2090 (w)[email protected]

Planned Giving questions- Bequests- Charitable Gift Annuities- Gift of Life Insurance

Richard Suchan, Exec. Director of Advancement847-8370 (w) 908-8178 (c)[email protected]

PDS Synchronization Jim McNamara, Database Manager847-5588 (w)[email protected]

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STEPS TO A SUCCESSFUL PARISH APPEAL!For 91 years the lifeblood of the Catholic Charities Appeal has been you, the Parish Volunteer. Parish Appeal Teams come in all shapes and sizes. We have volunteers who’ve been with us 6 months and some 60+ years. All of us share the same goal, to help those in need.

Whether you are a brand new parish appeal team member or a veteran, focus your efforts on the following steps to a successful parish appeal:

1. Assemble your Parish Team and Start Early a. Meet with your Pastor over coffee to review your Parish Performance Report. What worked? Discuss strategies for 2015. b. Review your Master Report with your parish secretary. Does it look complete? c. Get 1 new volunteer at your parish this year! Train your eventual successor. d. Review the 2015 plan of parish activities. Make sure your team understands their responsibilities. (Pp. 10-11)

2. Build Awareness of the Appeal Within your Parish a. Be familiar with the services of Catholic Charities, specifically in your area. Review the parish level service statistics included in your supply package. b. Utilize your Marketing Materials (large banner, posters, prayers cards in pews from Ash Wednesday to Palm Sunday, brochures in back of church).

c. Use sample bulletin announcements,

pulpit announcements and prayers of the faithful. Use the DVD or CD in mass as part of the “In Pew” program. (Pp. 21-23)

d. Consider a brief talk at Mass from a Catholic Charities volunteer or staff member. The talk is customized to your parish! (P. 24 )

3. Retention a. There is no more important supporter of the Catholic Charities Appeal than your Pastor. Ask your pastor to use the suggested homily for the 4th Sunday of Lent.

b. Include in your bulletin and ask your Pastor to share his thanks for your parishioner’s support of the Catholic Charities Appeal. Combine this with data on the number of people helped by Catholic Charities in your zip code. Because our Appeal exceeded goal last year we will be able to continue and expand support of our various programs. c. Make sure your Pastor is familiar with the In Pew script for the homily for the fourth Sunday of Lent. His personal endorsement of Catholic Charities and the In Pew process has the potential to increase your collection by 4 to 8%! (P. 15)

d. Hold a large gift donor thank you reception. Our staff will come to share stories of how your support has helped people in your area.

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Catholic Charities of Buffalo

4. VERY IMPORTANT: Design and Execute “Follow-Up” for Outstanding Donors a. Conduct a comprehensive follow-up to your parishioners. It is easier to “recapture” a recently lapsed non-donor than to reactivate a long-lapsed donor.

b. A large gift phone-a-thon is a critical to meeting goal. Plan at least one phone- a-thon for the week before Appeal Week (March 14-21) or during Appeal Week (March 22-29). A volunteer can usually contact approximately 20 individuals per hour. See sample phone script on page 17. If you contact someone who has already given, use the call to thank them! Because of Caller ID technology, you may want to call from your parish phones.

c. The Non-Donor report contains names, phone numbers and last gift amount in descending gift amount order of donors who gave in the last two years. Starting from the top of this report and working down will optimize your team’s efforts by concentrating on larger donors first.

d. Plan now for a second phone-a-thon in late April.

5. Review Weekly Parish Reports a. On the internet, go to www.ccwny.org and click on the “LOGIN” in the light maroon bar above the rotating photos in the middle of the page. Enter your username and password and click “Login.” Your reports will appear as a link on the next screen. From here you may save or print your reports.

b. Web-based reports will be available beginning 2/3/15. If you need your parish login or username, please call Fred Heuer at 218-1450, ext. 2020.

c. Available reports will include: i. Activity report by latest gift date ii. Activity report by alpha last name iii. Activity report by envelope number iv. Non-Donor report by largest outstanding gift received in the last 2 years, but not yet received for Appeal 2015. v. Parish Master report of all donors from your parish database vi. Parish Performance report - # of donors, average gift and total raised.

d. By carefully reviewing your Non-Donor and Activity reports, you can direct your parish volunteers to focus on “high return, high impact” efforts.

e. The Non-Donor report contains names, phone numbers and last gift amount in descending gift amount order. Starting from the top of this report and working down will optimize your team’s efforts by concentrating on larger donors first.

6. Report Parish gift returns for both First Sunday (March 22) and Appeal Sunday (March 29). a. Please designate a person on your team who will report all collections received but not yet delivered to the Appeal headquarters (741 Delaware Ave.) on both Report Sundays. Having as complete a total as possible is critical to assess the progress of the Appeal and to report our success to the community!

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NEW DONOR PROGRAMS Who is involved?

• Pastor provides directions using the In Pew program script at all Masses on March 14-15.

• Parish leadership team and volunteers: o Insert flyer in to bulletin o Provide, set up and run video/ audio equipment. o Distribute, collect and process In Pew program pledge cards.

• Catholic Charities In-Pew staff support: o Provide bulletin inserts, DVD or CD, In Pew program pledge cards, suggested script for the Homily on March 14-15, step-by-step instructions and resource requirements.

When will I receive my In Pew program packets?

• In Pew program materials will be sent to parish rectories by the first weekend in Lent. To receive your kit, please sign up at your workshop or call:

In-Pew Program Coordinator: John Vecchio Phone: 716-847-8378 Email: [email protected]

IN-PEW PROGRAM

Objective: To increase total collected, total number of donors and to encourage the sup-port of new donors to the Catholic Charities 2015 Appeal.

How does it work?

• For the weekend of March 7-8, insert a flyer about a Catholic Charities client and the In Pew program into your parish’s bulletins.

• For the weekend of March 14-15, during the homily your pastor affirms how important the work of Catholic Charities is and introduces a short DVD/CD. Your team distributes in-pew pledge cards and pencils, parishioners complete them, then a special collection of the completed cards is taken up at all Masses..

Benefits of the In Pew program based on past years’ results. 1. Increased parish Catholic Charities Appeal collection by 4 - 8%. 2. Increased total number of donors by 2 - 4%. 3. Increased registration, the program allows parish to identify families who may be attending the parish regularly but have not yet registered.

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DONOR REGISTRATION PROGRAM

already a donor. If he or she is a donor, please note the account number from the Parish Master List on the New Donor Card.

5. Organize the new pledge cards and include them with your regular parish returns.

To order a donor registration kit or if you have any questions, please contact Cindy Scibetta at 218-1450, ext. 2092.

BUSINESS PARTNER OUTREACH

Each parish team is encouraged to work with small businesses within the parish – ex. restaurants, salons, dry cleaners, plumbers, shoe repairs shops, etc. and encourage their support of Catholic Charities by inviting them to participate in a program that would:

• Offer a percentage of sales (i.e., 5%) made during the appeal to Catholic Charities • Promote a “Catholic Charities Day or Week” at their store/office with a special (i.e., menu item) or promotion (i.e., $10.00 haircuts) where proceeds are given to Catholic Charities• Or, promote a “round-up” of cash sales (a $10.29 dry cleaning bill rounded up to $11.00 with extra 71 cents going to Catholic Charities).

The parish promotes the participating merchants through pulpit announcements and bulletin messages, encouraging parishioners to support the merchants with their business both during and after the campaign. For assistance, contact John Vecchio at (716) 847-8378 or by email at [email protected].

The Donor Registration program provides a template to reach out to new donors or those donors who may not have given over the last two years. The program is packaged in a kit shipped from Catholic Charities to your parish containing the following items: Instruction sheet, Prayer cards, Blank pledge cards and envelopes, “Donor Sign-up Sign”, Receipt slips and Parish master list.

Here’s how the program works:

1. Ask your Pastor if you can set up a small card table in back of Church for two weekends: the opening weekend of Appeal week and the following weekend.

2. Have a Lector make an announcement at those Masses offering thanks and gratitude for those donors who have given or will give this year. Then announce that Parish Volunteers will be in back of church handing out blank pledge cards to NEW DONORS and will be accepting donations from NEW DONORS to Catholic Charities.

3. Utilize bulletin announcement.

Here’s what you do:

1. Organize your Parish Appeal Team to have at least one parish volunteer at the table before and after each Mass.

2. Set the table up with the contents of your DONOR REGISTRATION kit.

3. As parishioners approach the table, ask them if they’re new to the Appeal. If they are new, ask them to complete a blank pledge card before they leave.

4. Afterward, take a few moments to cross-check the new donor to the Parish Master List to be sure the parishioner is not

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LARGE GIFT DONOR PROGRAMS If it would make it easier for you, I’d be happy to take your pledge over the phone and Catholic Charities will bill you in June, August, October and December. I’d love to be able to tell Father that with your help we have surpassed our parish goal of <2014 amount from parish tracker.>”

MISSION OF HOPE PROGRAM/LARGE GIFT DONOR THANK YOU RECEPTION

In 2010, Catholic Charities began to implement a proven sustainability program called the “Mission of Hope.” Our goal is for the Appeal’s nearly 90 year legacy to continue to thrive, and to grow contributions to this critical yearly effort. Most importantly, our aim is to thank our donors, friends, family – and the community – and increase their understanding and excitement about our mission and the positive impact of our work.

Our team of Trustees, Appeal volunteers and staff will provide an insightful, 40 minute Mission of Hope presentation to your gathering of large gift donors, friends, family and neighbors. We ask that you provide the guest list, the location and some light refreshments. We will provide an engaging presentation led by leadership and staff that shares the story of Catholic Charities in a personal way that often touches the hearts of those who attend.

If you or a member of your parish would like to know more about our Mission of Hope pro-gram, or would like to be an Ambassador for Catholic Charities and host a Mission of Hope or Large Gift Donor Thank You reception, please contact Cassandra Carleton at 716-218-1400 ext. 2090 or email at [email protected].

LAPSED DONOR PHONE-A-THON

A large gift phone-a-thon is a critical to meeting goal. Plan a phone-a-thon for the week before Appeal Week (March 14-21) and a second phone-a-thon in early May.

1. Recruit volunteers. Let them know they will only be calling people who have supported Catholic Charities in the past and offering those donors the convenience of making a phone pledge that can be billed at a later time. This is NOT a high pressure sales call!

2. Review your Non-Donor report and cross off any donors whose gifts were received at the parish but have not yet been taken to the Appeal department for processing. The Non-Donor report contains names, phone numbers and last gift amount in descending gift amount order of donors who gave in the last two years but have not yet given to Appeal 2015. Starting from the top of the report and working down will optimize your team’s efforts by concentrating on larger donors first.

3. Provide your volunteers with scripts and a page from your Non-Donor report. A volunteer can usually contact approximately 20 individuals per hour. If you contact someone who has already given, use the call to thank them!

Sample Script:

“Hi, my name is <your name> and I’m calling on behalf of <pastor’s name> our pastor here at <parish name.> Recently, <pastor’s name> sent you a letter encouraging you to give to the 2015 Appeal for Catholic Charities. We are so grateful for your past support. I hope Father can count on your support again this year.

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NOTES: