INSTRUCTION AND REPORTING PROCEDURES MANUAL · INSTRUCTION AND REPORTING PROCEDURES MANUAL ... 3 Bishop’s Annual ... Que Su Espíritu nos guíe y lidere para que

EMMANUEL

BE HIS HOPE TO OTHERSGOD WITH US

INSTRUCTION AND

REPORTING PROCEDURES MANUAL

BISHOP’S 2016 ANNUAL APPEAL

Table of Contents

2016 • Bishop’s Annual Appeal • i

A Message from Bishop Frederick F. Campbell............................................................................................................1Bishop’s Annual Appeal Campaign Prayer ...................................................................................................................2Bishop’s Annual Appeal Parish Support Coordinator .................................................................................................3Bishop’s Annual Appeal Facts and Figures ....................................................................................................................4Bishop’s Annual Appeal Allocation of Funds ...............................................................................................................5Bishop’s Annual Appeal Calendar ..................................................................................................................................7Bishop’s Annual Appeal Materials ..................................................................................................................................9Bishop’s Annual Appeal Overview .................................................................................................................................11Announcement Weekend ................................................................................................................................................12 Bishop’s Annual Appeal Posters .......................................................................................................................12 Needed Materials for Announcement Weekend ............................................................................................12 Suggested Announcements, Scripts and Prayers of the Faithful..................................................................13 Recruiting New Volunteers ...............................................................................................................................14Pastor’s Introductory Letter ............................................................................................................................................15Bishop’s Annual Appeal Weekend ..................................................................................................................................16 Needed Materials for Appeal Weekend ...........................................................................................................16 Suggested Announcements, Scripts and Prayers of the Faithful..................................................................17In Pew Solicitation and Worker Stations .......................................................................................................................18 Needed Materials for Worker Stations ............................................................................................................18 Suggested Announcements, Scripts and Prayers of the Faithful..................................................................18Direct Mail and Telephone Follow-Up ..........................................................................................................................19 Sample Pastor’s Follow-Up Letter ....................................................................................................................19 Helpful Suggestions............................................................................................................................................20 Needed Materials for Telephone Follow-Up Calls .........................................................................................20 Instructions .........................................................................................................................................................21Reporting Procedures of Gifts and Pledges ..................................................................................................................22Pledge/Payment Auditing Process .................................................................................................................................24 Pledge Envelope..................................................................................................................................................29 Parish Report Form 10 ......................................................................................................................................30 Payment and Pledge Increase Report Form 11 ..............................................................................................31Bishop’s Annual Appeal Clip Art ....................................................................................................................................32

The information in this manual is designed to assist parishes in reaching their Annual Appeal goal. Any questions regarding the Bishop’s Annual Appeal may be directed to an Appeal Parish Support Coordinator (PSC) in the Diocesan Office of Development and Planning, 197 E. Gay St., Columbus, Ohio 43215-3229, 614.241.2550; Toll-Free 877.241.2550; Fax 614.241.2567; for email addresses and listing of BAA Parish Support Coordinators (PSC) see page 3.

1 • Bishop’s Annual Appeal • 20162 | BISHOP’S ANNUAL APPEAL • 2014

A MESSAGE FROM BISHOP FREDERICK F. CAMPBELL

February, 2014

Dear BAA Workers and Volunteers:

Thank you for your example as leaders for the Bishop’s Annual Appeal. Together, we draw others to our Faith by being articulate, happy, approachable, and loving. We are grateful, and we thank God for the many gifts and blessings to which we have been entrusted.

In 2013, your efforts helped to generate over $6.8 million in gifts, and more than 70 parishes exceeded their goals. The Bishop’s Annual Appeal impacts all the parishes throughout the 23 counties of our diocese. Together, we demonstrate our love for our brothers and sisters in a very effective and practical way.

Our theme is Christ the Sure Foundation. As one, united diocesan family, we re-commit to the mission of our Faith by a generous response to the Bishop’s Annual Appeal. Year after year I draw strength from our faith put into action as we address the needs of so many.

Thank you for your example as good and faithful stewards of the Gospel.

Sincerely yours in Christ,

Most Reverend Frederick F. Campbell, D.D., Ph.D.Bishop of Columbus

February, 2016


Thank you for your leadership for the Bishop’s Annual Appeal. We share a common mission that connects our Diocese in the compassion and generosity of the individuals and families who serve at all levels – in the parishes, schools, and many other outreach ministries, but most of all in our families. They demonstrate clearly how the call to serve others is taken to heart by so many of us throughout the diocese – clergy and laity alike – all of us who make up the Body of Christ.

In 2015, our work generated over $7.5 million in gifts, and 76 parishes exceeded their goals. The Bishop’s Annual Appeal impacts all the parishes throughout the 23 counties of our diocese. Together, we demonstrate our love for our brothers and sisters in a very effective and practical way.

Thank you again for your example as good and faithful stewards. Your faith and your witness through your generous support of the Bishop’s Annual Appeal helps us to share the love of Jesus with our brothers and sisters in the Body of Christ. Let us prayerfully reflect upon our theme: “Emmanuel – Be His Hope To Others – God With Us”. God bless you, your family, and your parish.



2 | BISHOP’S ANNUAL APPEAL • 2014

A MESSAGE FROM BISHOP FREDERICK F. CAMPBELL

February, 2014


Thank you for your example as leaders for the Bishop’s Annual Appeal. Together, we draw others to our Faith by being articulate, happy, approachable, and loving. We are grateful, and we thank God for the many gifts and blessings to which we have been entrusted.

In 2013, your efforts helped to generate over $6.8 million in gifts, and more than 70 parishes exceeded their goals. The Bishop’s Annual Appeal impacts all the parishes throughout the 23 counties of our diocese. Together, we demonstrate our love for our brothers and sisters in a very effective and practical way.

Our theme is Christ the Sure Foundation. As one, united diocesan family, we re-commit to the mission of our Faith by a generous response to the Bishop’s Annual Appeal. Year after year I draw strength from our faith put into action as we address the needs of so many.

Thank you for your example as good and faithful stewards of the Gospel.



A Message from Bishop Frederick F. Campbell

2016 • Bishop’s Annual Appeal • 2

The Appeal Prayer is a very important component of the Annual Appeal. We ask for your fervent prayer in requesting the continued generosity of God’s people throughout our Diocese in supporting the 2016 Bishop’s Annual Appeal.

Bishop’s Annual Appeal Prayer

Father,We are grateful for your many gifts to us, especially the gift of your Son,

Emmanuel, God With Us.

Help us to be good stewards of all you have bestowed upon us, and may we be ever

mindful of those who are in need.

Let our hearts and our lives always bear witness to the reality of your love for us, so that our service to those around us

may truly work to build up your kingdom in our midst.

Through the sharing of our faith, love, and material blessings, may those we encounter come to a greater knowledge of your Son Jesus Christ.

May His Spirit lead and guide us, so that we truly may be His hope to others, Amen.

Padre, te agradecemos por los muchos dones que nos

haz dado, especialmente el don de Tu Hijo, Emmanuel, Dios con nosotros.

Ayúdanos a ser buenos administradores de todo lo que nos haz otorgado, y que siempre estemos

atentos de aquellos en necesidad.

Permite que nuestros corazones y nuestras vidas siempre den testimonio al mundo de Tu amor por nosotros, y que nuestro servicio a aquellos alrededor nuestro sea verdadero trabajo para

construir Tu Reino entre nosotros.

Al compartir nuestra fe, amor y bendiciones materiales, haz que

aquellos a quienes llegamos puedan conocer mejor a Tu Hijo, Jesucristo.

Que Su Espíritu nos guíe y lidere para que seamos verdaderamente Su esperanza

para otros. Amén.

2016 Bishop’s Annual Appeal Prayer Oración de la Campaña Anual del Obispo 2016

We would like to invite you to also share your own personal prayer request. Prayer Request cards will be made available at the Appeal Worker Dinners.


Bishop’s Annual Appeal Parish Support Coordinator[BISHOP’S ANNUAL APPEAL PARISH SUPPORT COORDINATOR]

This Instruction and Reporting Manual is designed to assist the parish pastor and leadership team in conducting the Bishopʹs Annual Appeal. Although there are many similarities to the previous manual, you will find new content and information relevant to the current annual appeal. Please review the enclosed information closely.

Each year is an opportunity to take a fresh approach to participating in the Bishop’s Annual Appeal. Last year seventy six (76) parishes exceeded their Appeal goal and more than $987,244 has already been refunded back to parishes to fund their various projects and needs. Take this time to share with your parish community how their participation in the Appeal helps us all to live out our call to discipleship. Share how the parish community will benefit from the resources gained in meeting and exceeding the parish Appeal goal.

Parish Support Coordinator's (PSC) from the Office of Development and Planning have been established to support your parish through the Appeal process. The parish pastor, chairperson(s), reporter, and Appeal volunteers should not hesitate to contact an Appeal PSC for help and needed support. Below is a list of the PSC's in the Office of Development and Planning.

BISHOP’S ANNUAL APPEAL PARISH SUPPORT COORDINATORS (PSC):

Michael Ames 614‐241‐2550 x 1401 Sarah Hanson 614‐241‐2550 x 1408 Andrea Pannell 614‐241‐2550 x 1409 Patty Perna 614‐241‐2550 x 1404 Suzanne Roberts 614‐241‐2550 x 1402 Erin Schorr

[email protected] [email protected] [email protected] [email protected] [email protected] [email protected] 614‐241‐2550 x 1406

CONTACT INFORMATION:

The Office of Development and Planning 197 E. Gay Street, 4th Floor, Columbus, OH 43215 614‐241‐2550 / Toll Free 1‐877‐241‐2550 / Fax 614‐241‐2567

Rick H. Jeric Andrea Pannell Michael Ames Peggy Cooper Sarah Hanson Patty Perna Suzanne Roberts Erin Schorr Ellen Weilbacher

Executive Director Associate Director Special Events Coordinator Census Manager Program Associate Program Associate Development Assistant Program Associate Stewardship and Pastoral Planning Services


Bishop’s Annual Appeal Facts and Figures[BISHOP’S ANNUAL APPEAL FACTS AND FIGURES]

Diocesan Information The diocesan goal for 2016 is $6.3 million.

The Bishop’s Annual Appeal is the major fundraising effort conducted annually throughout our

23‐county diocese with all parishes participating.

The Bishop’s Annual Appeal provides funds for ministries, programs and services in education,

charity, spiritual formation, pastoral ministry, parish assistance, and much more. See pages 5‐6 for

additional information or visit the diocesan website at: http://www.colsdioc.org.

Every parish exceeding its parish goal will receive 100% of payments received over and above the

parish’s goal, free from the diocesan assessment.

Pledges may be paid over 10 months from June through the following March.

Every gift is tax‐deductible.

We ask that each and every family of our diocese pray for the success of the Appeal and consider a gift

to the Appeal. No gift is too small.

2015 Bishop’s Annual Appeal Facts and Figures The 2015 Appeal realized more than $7.5 million in pledges with more than $6.9 million paid as of

February 1, 2016.

The average pledge in the 2015 Appeal was $328.14.

A total of 22,925 households contributed to the 2015 Appeal.

Seventy six (76) parishes exceeded their goal, providing more than $987 thousand for the needs of

our individual parishes and missions.

The 2015 Miter Society grew to 2,135 members, welcoming more than 295 new members.

The 2015 Miter Society pledged more than $3.6 million towards the $6.2 million goal.

The 2015 Miter Society average gift was $1,702.22.

Parish Information Please contact your pastor or parish administrator for the most recently updated information below:

Our 2016 Parish Goal is: $_________________________________________

Amount Pledged Last Year: $______________________________________

Number of Donors Last Year: ______________________________________


Bishop’s Annual Appeal Allocation of Funds[BISHOP’S ANNUAL ALLOCATION OF FUNDS]

The money raised through the Bishop’s Annual Appeal helps to financially assist the following ministries, programs and offices. Please visit http://www.colsdioc.org. for more information on diocesan offices, ministries and events.

OFFICE OF VOCATIONS Education and formation of seminarians pursuing a vocation to the priesthood. Funds events and programs such as the Andrew Dinners and Learn to Discern.

OFFICE OF THE DIACONATE Offers comprehensive formation, continuing education, workshops, and retreats for all Deacons and

Diaconate candidates.

OFFICE FOR DIVINE WORSHIP Assists the office to support the Bishop in his role as chief liturgist for our diocese. Funds help to support the spiritual and pastoral programs such as RCIA, celebration of Confirmation and

celebration of Episcopal Liturgies for parishes and groups.

RELIGIOUS EDUCATION AND CATECHESIS OFFICE Supports all Parish School of Religion teachers and parish catechists to form the foundations of faith for

young minds.

Parish Life Enhancements

18%

Student and School Assistance

19%

Spiritual and Pastoral Programs

17%

Priest, Deacon and Seminarian Education

21%

Education Programs11%

Social Concerns10%

Appeal Costs4%

Allocation Of BAA Funds


Bishop’s Annual Appeal Allocation of Funds[BISHOP’S ANNUAL ALLOCATION OF FUNDS]

OFFICE OF CATHOLIC SCHOOLS Provides tuition assistance to families in need. Offers grants to secondary schools for capital needs and financial support for faculty and staff

development and curriculum enhancement.

MARRIAGE AND FAMILY LIFE OFFICE Provides marriage preparation for couples and life enrichment programs to families. Funds ministries, programs and workshops on parenting and natural family planning.

OFFICE FOR SOCIAL CONCERNS Funds the overall goals and mission of the office to build social order through systemic change. Serves as local liaison for national programs: Catholic Relief Services and Campaign for Human

Development.

BLACK CATHOLIC MINISTRIES Supports the mission of Black Catholic Ministries to promote education, spiritual growth and

evangelization within the African American community.

CATHOLIC LATINO MINISTRY OFFICE Funds the ministry programs and conferences that focus on the Latino community.

DIOCESAN COUNCIL OF CATHOLIC WOMEN Helps to support, empower and educate all Catholic Women in spirituality, leadership and service.

JOINT ORGANIZATION FOR INNER‐CITY NEEDS Supports the mission of J.O.I.N. to reach out to those who are in need, Catholic and Non‐Catholic alike.

OFFICE OF YOUTH AND YOUNG ADULT MINISTRY Provides funding for ministries and programs for youth and young adults at parishes, in Catholic schools

and on college campuses within our diocese.

RETREAT CENTERS Provides ongoing support for the operation and staffing of retreat facilities.

INSTITUTIONAL ASSISTANCE Provides programs for the elderly, crisis intervention, and spiritual care of the hospitalized and the infirm.

ASSISTANCE TO PARISHES Offers an opportunity for parishes to receive funding to be used for the needs of the parish.


Bishop’s Annual Appeal Calendar

2016

February Sun Mon Tue Wed Thu Fri Sat

1 2 3 4 5

6 7 8 9

KICK-OFF DINNER #3 St. Elizabeth Parish, Columbus

10 11

Pastor are asked to verify and return Miter Society listing to Office of Development and Planning

12

13 14 15

KICK-OFF DINNER #4 St. Francis de Sales Parish, Newark

16 17 18 19

20 21 22 23

Miter Mass and Dinner invitations sent from the Office of Development and Planning

24

HOLY THURSDAY

25

GOOD FRIDAY

(Diocesan Offices Closed)

26

EASTER VIGIL

27

EASTER SUNDAY

28

EASTER MONDAY

(Diocesan Offices Closed)

29 30 31

2016

March

Sun Mon Tue Wed Thu Fri Sat1 2

3 4 5Bishop’s solicitations ($500 and above) to be mailed by the Office of Development and Planning

6BAA Materials Packing Day by Office of Development and Planning

7BAA Materials Packing Day by Office of Development and Planning

8

BAA Delivering and mailing boxes to parishes

9

10 11

Electronic version of BAA16 materials are available.

12 13 14 15RSVP Date for Miter Mass and Dinner (priests wanting to concelebrate should notify the Office of Development and Planning)

16

Begin displaying BAA posters at the parish

17 18 19BAA Brochure is mailedto all registered families in the diocese by the Office of Development and Planning

20 21 22 23BAA Announcement Weekend/Bulletin Announcement

24 BAA Announcement Weekend/Bulletin Announcement

Miter Mass and Dinner – St. Andrew,Columbus

25Parish Pastors to mail introduction letters to parishioners

26 27 28Parish Volunteers meet and coordinate roles for BAA weekends and solicitations

29 30BAA KICKOFF WEEKEND Play Bishop’s Message and Pastor’s Talk

Sign up during Mass

2016

April


Bishop’s Annual Appeal Calendar

Sun Mon Tue Wed Thu Fri Sat1BAA KICKOFF WEEKEND Play Bishop’s Message and Pastor’s Talk

Sign up during Mass

2 3 4 5PARISH REPORT #1Send to the Office of Development and Planning

6 7

Parish Continue Solicitation – provide worker stations at parish

8 MOTHER’S DAY


9 10 11 12

PARISH REPORT #2Send to the Office of Development and Planning

13 14


15Parish Continue Solicitation – provide worker stations at parish

16 17 18Pastor/Parish to begin Follow up solicitation by letter/telephone

19PARISH REPORT #3Send to the Office of Development and Planning

20 21Parish Continue Follow up Solicitation– Use mail or telephone solicitation

22Parish Continue Follow up Solicitation– Use mail or telephone solicitation




30

MEMORIAL DAY (Diocesan Offices Closed)

31

2016

May

Sun Mon Tue Wed Thu Fri Sat1 2

PARISH REPORT #5Send to the Office of Development and Planning

3First BAA 2015 Debit/Credit Card Processing by Office of Development and Planning



6First BAA 2015 Pledge Reminders sent to parishioners by the Office of Development and Planning

7 8 9PARISH REPORT #6Send to the Office of Development and Planning


12

Parish Continue Follow up Solicitation– Use mail or telephone solicitation



19 Father’s Day

Parish Continue Follow up Solicitation– Use mail or telephone solicitation

20 21

Please turn in all “no gifts” to the Office of Development and Planning by June 28th

22 23PARISH REPORT #8Send to the Office of Development and Planning

24 25

26 27Reminder: Office of Development and Planning will mail a Follow-up Letter from Bishop in mid-July

28 29 30

2016

June


Bishop’s Annual Appeal Materials [BISHOP’S ANNUAL APPEAL MATERIALS]

Bishop’s Annual Appeal Materials and Supplies: Parishes are asked to respond to the request for Appeal materials in January by returning their Materials Order Forms to the Office of Development and Planning. Delivery of materials and supplies are made the second week in April. We ask that you please take a moment to look through the contents of your box when your materials and supplies arrive.

Most Parish BAA Materials are available electronically and can be found on the diocesan website at, http://www.colsdioc.org/Offices/devlopmentandplanning/2016BAA/ParishResources.aspx or by contacting your PSC in the Office of Development and Planning. Materials not available electronically are clearly noted.

*Please note that all BAA 2016 electronic materials will be made available as of April 11, 2016.

1. Each parish will receive the following materials for the Bishop’s Annual Appeal.

Pink ID Labels with Family ID: Affix to the pledge envelopes after the envelopes have been returnedfrom the parishioners or to Telephone Follow‐up cards. (NOT available electronically)

Pledge/Payment Record Form 3: Use this spreadsheet to assist the Reporter in the recording of week‐by‐week pledge/payment results.

Parish Alpha Listing: A listing of all registered parish families based on the Diocesan Census database.

A Listing of Donors from the 2015 Appeal: A listing of all parishioners who made a contribution to the2015 Appeal on behalf of the parish. This information can assist in identifying potential Miter SocietyMembers as well as increase overall participation.

Instruction and Reporting Manual: Manuals will be handed out at Kick‐off dinners held in February andMarch or mailed to the parish with the Appeal materials.

2. The following materials are made available to each parish in the quantities they have requested. Thesematerials should be preordered using the enclosed Materials Order form.

Bishop’s Audio Message on CD: This is an audio message from Bishop Campbell, in both English andSpanish, made available on compact disc to be shared at all Masses Appeal Weekend April 30 and May 1.

Pledge Envelope: These are needed for all methods of solicitation except Telephone Follow‐up. Eachparish is encouraged to order enough envelopes for BAA Kick‐Off Weekend for in‐pew sign‐up duringMass, Worker Stations, and inclusion in Pastor’s Follow‐up Letter. Envelopes are available in English andSpanish. (NOT available electronically)

Poster: Posters are made available in English and Spanish for display within parish buildings throughoutthe Appeal process starting April 16/17, or sooner.


Bishop’s Annual Appeal Materials[BISHOP’S ANNUAL APPEAL MATERIALS]

Brochure: A BAA Brochure is mailed out to ALL registered households listed in the diocesan census and those unregistered households that have previously given to the Appeal. Brochures may be ordered to have available at your parish upon request. Brochures are available in English and Spanish.

*Please note the English version only is included in the Brochure Mailing.

Volunteer Recruitment Card: These cards can be used at Mass on Announcement Weekend to recruit parish members to assist with the Bishop’s Annual Appeal.

Name Tags: These can be used to make it easier for parishioners to identify your BAA parish volunteers.

Parish Report Form (Form 10): This form is a three‐part carbonless reporting form that serves as the transmittal document to be used when reporting all Appeal gifts, new pledges, existing pledge increases and payments received at the parish to the Office of Development and Planning.

Payment and Pledge Increase Form (Form 11): This is a supplemental reporting form used to report payments and/or a requested pledge increase on an existing pledge made at the parish after a pledge has been reported to the Office of Development and Planning. The newly revised Form 11 should be submitted to provide details explaining the dollar amounts entered on the Pledge Increase line 5 and Payments line 10 on the Parish Report Form (Form 10).

Note: The Pledge Increase Form (Form 11A) has been discontinued and is no longer being used.

Parish Report Envelopes (Form 8): The white tear‐resistant reporting envelopes are available in two sizes (7½”x10½” and 11½”x14½”). Parishes can order a combination of both sized envelopes considering the needs of the parish.

Telephone Follow‐Up Manual: This manual is available for parish volunteers who will be making follow‐up phone calls to parishioners throughout the Telephone Follow‐up solicitation period of four weeks, May 21 through June 19, 2016.

Telephone Follow‐Up Card: This card is used for the Telephone Follow‐up solicitation period and to record pledges and comments. This process can be a very effective way of discreetly letting your pastor know of his parishioners' needs.

White Mailing Labels: These mailing labels are made available for parishes to use in the mailing of the pastor’s Introductory and Follow‐up letters.


Bishop’s Annual Appeal Overview[BISHOP’S ANNUAL APPEAL OVERVIEW]

The steps outlined below are suggested procedures to carry out the Appeal solicitation. The entire Appeal process is conducted over the course of three months beginning with Announcement Weekend.

STEP 1.

STEP 2.

STEP 3.

STEP 4.

STEP 5.

ANNOUNCEMENT WEEKEND ‐ APRIL 23/ 24

Announcement Weekend allows the parish to prepare for the Bishop’s Annual Appeal Weekend, April 30 ‐ May 1. We ask that you begin to announce the Appeal effort and encourage participation. To better assist you, we have provided bulletin and pulpit announcements and prayers you can include in Prayers of the Faithful (see page 13). This weekend is also an opportunity to recruit new volunteers to assist in the parish’s effort.

PASTOR’S INTRODUCTORY LETTER TO PARISHIONERS – WEEK OF APRIL 25

The Pastor mails his Introduction Letter out to all parishioners the week of April 25. This letter will prepare parishioners for the upcoming Appeal Weekend and reinforce the message presented at Mass via the pulpit, bulletin inserts, and Prayers of the Faithful. Steps 1 and 2 are to generate awareness for the Appeal’s pledge process.

BISHOP’S ANNUAL APPEAL WEEKEND – APRIL 30/MAY 1

It is suggested that Bishop Campbell’s audio message be played at each Mass held the weekend of April 30 ‐ May 1. Parishioners are also asked to complete a pledge envelope and return it during Mass. Please read carefully pages 9‐10 for materials needed along with pledge envelope instructions. Pages 22‐31 provide the reporting procedures of Gifts and Pledges.

IN‐PEW SOLICIATION WITH WORKER STATIONS – MAY 7/8 AND 14/15

Two consecutive weekends following the Appeal Weekend, parishioners are given additional opportunity to make a pledge to the Appeal. Worker Stations are set up after each Mass to encourage those who have not yet participated to do so (See page 18).

DIRECT MAIL AND TELEPHONE FOLLOW‐UP – MAY 21/22 ‐ JUNE 18/19

Direct Mail and Telephone Follow‐Up tools are used after all in‐pew solicitations have concluded (See pages 19‐21).

It is suggested that the above series of weekends are used to conduct the steps of the campaign allowing every parishioner an opportunity to participate. Making every effort to contact each and every parish family has proven to be successful in reaching high percentages of participation. Keep in mind your parish keeps every dollar that is collected over your parish goal. This message should be conveyed to the parish community as an incentive to achieving their goal.


Announcement Weekend[ANNOUNCEMENT WEEKEND]

Step 1. Announcement Weekend ‐ April 23 and 24

The pastor or Appeal chairperson(s) should announce at all Masses that the upcoming weekend will be “Appeal Weekend” for the 2016 Bishop’s Annual Appeal. We ask that time is set aside to explain the Appeal campaign plan in which everyone will be asked to make a pledge at Mass on Appeal Weekend, April 30 and May 1. Explain that pledge envelopes will be distributed giving everyone an opportunity to respond. It is important to announce the upcoming solicitation so that parishioners will be prepared to make their gift on Appeal Weekend.

Bishop’s Annual Appeal Posters:

Prior to Announcement Weekend we ask that the Bishop’s Annual Appeal Posters are displayed in high traffic areas of the church, school, parish center and other areas where they will be seen. The Appeal poster is designed to help bring awareness to the parish community about the Bishop’s Annual Appeal. The posters are ordered through the Office of Development and Planning and are distributed at the Regional Worker Dinners.

Needed Materials for Announcement Weekend:

Bulletin Announcement – The suggested bulletin insert can be used to reinforce the pulpit message and remind parishioners to consider a gift to the 2016 Bishop’s Annual Appeal during the upcoming Appeal Weekend, April 30 and May 1. The provided announcement can be revised to accommodate the parish.

Scripts for Pulpit Announcement ‐ A suggested script has been provided to assist the pastor or parish chairperson in announcing the upcoming Appeal Weekend. This message can be revised to accommodate the needs of the parish and should be presented during each Mass.

Prayers of the Faithful – The prayers provided can be revised to accommodate the parish.

Volunteer Recruitment Cards ‐ Recruiting new volunteers can be done by using the BAA Volunteer Recruitment Cards. Volunteer cards are available electronically or through the Office of Development and Planning.



Suggested Announcements, Scripts and Prayers of the Faithful for Announcement Weekend:

Suggested Bulletin Announcement:

“Our Church, in this Year of Mercy, reminds us to renew our commitment to care for others. The life of Jesus exemplifies a great empathy and love for all of God’s children. Next week will be the start of the 2016 Bishop’s Annual Appeal. Through our prayers and contributions, we too can show our care and love of our brothers and sisters by supporting the vital ministries and programs, made possible by the Appeal. The good people of our parish will benefit from many of these programs. For instance, the education of our youth through the support of Catholic Schools and our Parish School of Religion, preparation courses for those about to be married, and the education of our future priests and deacons, just to name a few. This year our parish goal is $________ which can be realized if everyone answers the call. Any amount raised over this goal will be returned to our parish to be used for our needs. No gift is too small, so please pray about this and give what you can. “Emmanuel – Be His Hope To Others – God With Us.”’

Suggested Pulpit Announcements:

Next weekend we will begin the 2016 Bishop’s Annual Appeal. Our parish goal this year is $_______. Please consider a gift to the Appeal which makes possible the diocesan ministries and programs, many of which we are fortunate to have in our own parish. Prayer prompts us to serve and to share our abundance with our brothers and sisters. So please pray for the success of the Bishop’s Annual Appeal and fill out the envelope with a designated gift at Mass next week.

Suggested Prayers of the Faithful:

“Trusting in God to take care of our needs frees us to “Be His Hope To Others.” We pray for the success of the Bishop’s Annual Appeal.”

or

“All that we are and all that we have is a gift of love from our most loving God. Let us show our gratitude by supporting the Bishop’s Annual Appeal.”



Recruiting New Appeal Volunteers:

Announcement Weekend is also an opportunity to encourage and recruit new volunteers to assist in the parish’s Appeal efforts. Recruiting new volunteers can be done by placing the recruitment cards in the pews on Announcement Weekend. Those interested should be encouraged to complete and return the volunteer card to a worker station or the parish office.

New Volunteers can assist the Appeal in the following ways:

Prepare parish bulletin inserts.

Assist with pastor’s introductory mailing.

Present pulpit announcements prior to and on Bishop’s Annual Appeal Weekend.

Prepare for the Bishop’s Annual Appeal Weekend.

Place posters in the church.

Place pledge envelopes and pencils in the pew.

Collect pledge envelopes on Bishop’s Annual Appeal Weekend.

Staff worker stations to answer questions and hand out pledge envelopes.

Assist with the Telephone Follow‐up phone calls.

A template for the Volunteer Recruitment Cards is available electronically on the diocesan website at: http://www.colsdioc.org/Offices/DevelopmentandPlanning/2016BAA/ParishResources.aspx or you can call your Parish Support Coordinator (PSC) in the Office of Development and Planning (see page 3) at 614.241.2550 or toll‐free at 1.877.241.2550 to order volunteer recruitment cards or any needed Appeal materials.


Pastor’s Introductory Letter [PASTOR’S INTRODUCTORY LETTER]

Step 2. Pastor’s Introductory Letter – mailed out the week of April 25.

We encourage the pastor to write and send an Appeal introductory letter to each parish family before the Appeal Weekend. To facilitate this mailing, a sample letter has been provided and can be revised to accommodate the parish/pastor.

Sample Pastor’s Introductory Letter:

The Pastor’s Introductory Letter should be printed on parish letterhead. The recommended mailing date is Monday, April 25.

April 25, 2016

Dear Parishioner:

It is once again the time of year when nature renews itself and we look to new beginnings. We renewour faith each day through prayer and action. Pope Francis, in this “Year of Mercy”, has challengedus to take on the task of service to others and to do so with a joyful heart. The Bishop’s Annual Appeal provides us this opportunity by sharing our faith, and the many gifts which God has bestowed upon us with our brothers and sisters in need. It is the fundraising campaign by which we can be active participants in the work of God. We are a missionary Church meant to be attentive to the needs ofothers. Prayer brings us to an awareness of those needs and the plight of others, which shouldnaturally lead us to action.

The theme this year is “Emmanuel – Be His Hope To Others – God With Us” and encourages each ofus to be willing to be the hope so many are desperately looking for. In sharing your material blessings, you will help to strengthen our ministries, educate our young people, support the vocations of thosecalled to the priesthood and married life and bring comfort to the ill and the lonely. Without your support, none of this would be possible.

Next weekend is the start of this year’s Bishop's Annual Appeal, I ask you to please pray and consider ameaningful gift in support of this worthy and most needed cause. Our parish goal this year is $__________ which I am confident we will reach with everyone’s help. Every dollar that we raise over our parish goal will be returned to our parish to be used for the particular needs of our parish.

(Pastor may choose to highlight a specific project the parish will address with the BAA funds.)

May you be abundantly blessed for your commitment to <insert parish name>, for your generosity, andfor being His hope to others. May God bless you and your loved ones.


(Pastor’s signature)


Bishop’s Annual Appeal Weekend[BISHOP’S ANNUAL APPEAL WEEKEND]

Step 3. Bishop’s Annual Appeal Weekend – April 30 and May 1.

By now, the appropriate communication and announcements have been made to parishioners – via letter, pulpit and bulletin announcements, and Prayers of the Faithful– concerning the Bishop’s Annual Appeal. The preferred time to deliver the message of the Appeal is after the communion prayer and before the final blessing. Making the case and requesting a pledge is extremely important in obtaining immediate coverage of a large percentage of the parish at one time. An effective message will directly affect how much follow‐up work is needed after Appeal Weekend.

Needed Materials for Appeal Weekend:

Pledge envelopes —Supplied by the Office of Development and Planning. You can distribute these byplacing them in the pews prior to Mass or have the ushers hand them out during a designated time.

Bishop’s recorded message on CD ‐ Supplied by the Office of Development and Planning upon request,this CD contains the Bishop’s Appeal message in both English and Spanish. Be sure to test the CD andnote the start and end time of the message.

A CD player ‐ Supplied by the parish.

Pencils ‐ Supplied by the parish.

Bulletin Announcement ‐ Suggested announcements are provided below and can be revised to reflectthe appropriate timeline and accommodate the parish’s needs.

Script for Pledge Sign‐up at Mass(es) ‐ A suggested script is provided for the pastor or chairperson topresent during each of the Masses. This can be revised to accommodate the parish’s need.

Prayers of the Faithful ‐ Suggested prayers can be revised or edited to accommodate the parish’s needs.

Suggested Announcements, Scripts and Prayers of the Faithful for Appeal Weekend:


“Emmanuel – Be His Hope To Others – God With Us” Spring is the time of new beginnings and the time selected each year for participation in the Bishop’s Annual Appeal. Over the years, we have seen our gifts to the Appeal at work first hand when we witness the education of our youth, the marriage preparation for couples, and the newly ordained priests and deacons that serve in our parishes as well as many other vital programs. Now more than ever, your gifts are needed to support all of these ministries and programs. Our parish has been asked to raise $_________ in support of the Appeal. Please consider a gift to the Bishop’s Annual Appeal, and know that every gift, no matter the size, is important. “Not all of us can do great things. But we can do small things with great love.”‐ Mother Teresa


Bishop’s Annual Appeal Weekend[BISHOP’S ANNUAL APPEAL WEEKEND]

Suggested Pulpit Announcement:

“This weekend is the start of the Bishop’s Annual Appeal. Please prayerfully consider a gift in support of the Appeal which makes possible the many ministries and programs that benefit so many in our diocese. Our parish goal this year is $______. Let us strive for 100% participation. Any amount that is paid over this goal will be returned to our parish to be used for our particular needs. I invite you to make your pledge now, by filling out the front of the envelope provided with your contact information. Be sure to indicate the name of the parish to which you designate your gift. If you are from another parish within our diocese, you may list that parish. On the right side of the front of the envelope, please indicate the amount of your gift. For example, if you are making a pledge of $120, write $120 on the ‘total gift’ line. If you are paying money now, write the dollar amount enclosed on the line marked ‘paying now’. Please do not include credit card payments on the ‘paying now’ line. Calculate the balance and indicate this amount on the ‘balance’ line. Please specify your preferred payment schedule, up to ten monthly payments, and check the months you wish to receive a pledge reminder statement. You also have the option of paying your pledge by electronic funds transfer via checking account or by using a Visa or MasterCard. We are informed weekly of new gifts made electronically on behalf of our parish. If you wish to exercise this option, check the box marked 'credit/debit' then provide the necessary information requested on the inside flap of the pledge envelope. Again, we encourage you to fill out and return your pledge envelope at this time. The option for online giving is also available through the diocesan website. We hope that each of you will be able to make a gift today. Please understand no gift is too small! All gifts are needed and appreciated. Participation is the key to our success. Thank you very much.”


“For the ministries, programs and services that receive funding through the Bishop’s Annual Appeal, may they serve to help and bring hope to many.”

or

“That our people at [name parish] will see the Bishop’s Annual Appeal as an opportunity to thank God for His goodness and blessings in our lives and to “Be His Hope To Others.”


In-Pew Solicitation and Worker Stations[IN‐PEW SOLICITION AND WORKER STATIONS]

Step 4. In‐Pew Solicitation with Worker Stations offered weekends of May 7/8 and 14/15.

It is suggested that parishes offer additional opportunities for parishioners to make a gift to the Bishop’s Annual Appeal after Appeal Weekend. Solicitation of pledges can be determined by the parish to help with the overall success of the Appeal. Worker Stations can be used and set up in high traffic areas of the church, such as vestibules, parish hall, cafeterias, etc. This is an effective tool that can reduce the amount of follow‐up.

Needed Materials for Worker Stations: Tables – Supplied by the parish are set up to accommodate the anticipated number of parishioners to

visit the area. It is suggested that tables are set up to best accommodate the anticipated flow of traffic.

Parish Appeal Volunteers – Volunteers will staff the stations before and/or after each of the Masses.

Pledge Envelopes – Supplied by the Office of Development and Planning.

Pencils – Supplied by the parish.

Suggested Announcements, Scripts and Prayers of the Faithful for In‐Pew/Worker Stations:

Suggested Pulpit Announcement:

“We began the 2016 Bishop’s Annual Appeal two weeks ago. We are very pleased with the response thus far, but there are still some parishioners who have not yet returned a pledge envelope. Our hope is to have 100% participation this year. If you have not yet made a pledge, we invite you to stop by after Mass at one of the worker stations provided and fill out an envelope to make a pledge or a onetime donation. Volunteers will be available to help you. Or you may place your pledge envelope in the offertory basket during Mass. Thank you for your generosity and remember, any amount raised over our stated goal will be returned to our parish to be used for our parish needs. “God With Us, Be His Hope To Others.”


We are happy to report that the good people of this parish are answering the call in support of the Bishop’s Annual Appeal. This is most encouraging, but we have a long way to go to realize 100% participation from our parishioners. If you have not yet had the opportunity to make a pledge, please stop at one of the tables set up at <location> after Mass. The needs of our diocese and individual parishes are great and only by the support of the faithful can the various ministries and programs remain available to so many in our diocese. This year our parish goal is $______ and any amount generated over that goal will be returned to our parish. No gift is too small.


“That the people of our parish community will open their hearts and respond generously to the Bishop’s Annual Appeal. “Emmanuel – Be His Hope To Others – God With Us.”

or

“That we may show charity and love for one another by sharing our financial gifts in support of the good works of our diocese through a gift to the Bishop’s Annual Appeal.”


Direct Mail and Telephone Follow-Up[DIRECT MAIL AND TELEPHONE FOLLOW‐UP]

Step 5. Direct Mail and Telephone Follow‐up are initiated the weekend of May 21/22.

Once the In‐Pew Solicitation process is completed, the pastor’s follow‐up letter can be used to invite those individuals who have not yet participated to make a gift. It is suggested that a follow‐up letter from the pastor is mailed out to all who have not responded to the Appeal, no later than Friday, May 20, 2016.

Sample Pastor’s Follow‐Up Solicitation Letter:

May 20, 2016

Dear Parishioner:

I am sending this note to ask that you help us to successfully complete our parish commitment to the Bishop’s Annual Appeal. We are off to a good start with more than________ parishioners already pledging to support the people, programs and ministries supported by the Appeal.

Over the years, I have seen our gifts at work first hand. Your gifts help to educate ouryoung as well as our future priests and deacons, prepare couples for the sacrament ofmarriage, educate and support social justice issues and bring comfort to the sick and elderly.

Our parish goal this year is $_______ which is more than achievable if everyone answers the call. If you have not yet made your pledge, I humbly ask you to do so for we are meant to “Be His Hope To Others”. You may return your pledge envelope by mail, pledge on line, or place your pledge envelope in the collection basket. Remember, our parish programs and ministries will benefit from the money raised through the Appeal. And every amount raised over our parish goal will be returned to our community to be used for our parish needs.

Remember, together, we can make a difference in the lives of many. On behalf of those that are served through your generosity, I thank you and pray that God will bless you and yourloved ones.


[Insert Signature]


Direct Mail and Telephone Follow-Up

2014 • BISHOP’S ANNUAL APPEAL | 19

DIRECT MAIL AND TELEPHONE FOLLOW-UP

Helpful Suggestions:

• Non-respondents can be determined by referencing the remaining Pink ID Labels.• Please remember to insert an unlabeled pledge envelope with this letter.• Use the sample letter as a guide to assist the pastor in writing a personal letter.• This letter can be edited or revised to accommodate the pastor’s follow-up message.

Telephone Follow-up is the final step in the Appeal solicitation process. Volunteers are asked to make phone calls to parishioners who have not responded to the Bishop’s Annual Appeal. The follow-up calls can be conducted by individual volunteers making their calls from home or as a group utilizing a large phone bank if resources permit.

Needed Materials for Telephone Follow-up Calls:

List of parishioners to be called — This listing is determined by the remaining Pink ID Labels.

Telephone Follow-up Cards — Supplied by the Office of Development and Planning and are used to retain donor pledge information during the phone calls instead of the pledge envelopes. They are designed specifically for this form of contact. When reporting your results to the diocese, please send these cards with the Pink ID Labels attached (see page 20 - step number 1) and the Parish Report Form 10.

Sample Telephone Follow-Up Card:

The Bishop’s Annual AppealTelephone Follow-up Card

Total Gift: $

Will pay balance: 5 monthly payments 10 monthly payments

or bill in the following months: June July August September October

November December January February March

[Place Pink Label Here]

If no gift is made, please check one of the following: Refused Not interested Unable Already gave Belong to another parish Unable to contact Other:

Form 2A Rev. 31 Mar 09

Telephone Instruction Manual — The manual is supplied by the Office of Development and Planning and includes step by step instructions, suggested telephone script, and helpful hints when making calls.

[DIRECT MAIL AND TELEPHONE FOLLOW‐UP]

Helpful suggestions:

You can begin to determine who to include in the follow‐up effort by referencing the remainingPink ID Labels.

Please remember to insert an unlabeled pledge envelope with this letter. Use the sample follow‐up letter on page 19 as a guide to assist the pastor in writing his letter to the

parish community. This letter can be edited or revised to accommodate the pastor’s own follow‐upmessage.

A current Parish Account Status Report of gifts made to the Appeal, on behalf of your parish, can beacquired by contacting your PSC in the Office of Development and Planning (see page 3).

Telephone Follow‐up effort is the final step in the Appeal solicitation process. Volunteers are asked to make phone calls to parishioners who have not yet responded to the Bishop’s Annual Appeal. The follow‐up calls can be conducted by individual volunteers making their calls from home or as a group utilizing a large phone bank if resources permit.

Needed Materials for Telephone Follow‐up Calls:

List of parishioners to be called – This listing can be determined by the remaining Pink ID Labels and the Pledge/Payment Record Form 3, which includes all gifts received at the diocese on behalf of your parish.

Telephone Instruction Manual — This manual is supplied by the Office of Development and Planning and includes step by step instructions, suggested telephone script, and helpful hints when making calls.

Telephone Follow‐up Cards —Supplied by the Office of Development and Planning, these cards are used to retain donor pledge information during the follow‐up phone calls. They are designed specifically for this form of contact and to be used in place of the BAA Pledge Envelope. When reporting your results to the diocese, please send these cards with the Pink ID Labels attached (see page 21) along with the Parish Report Form 10.

Sample Telephone Follow‐Up Card:

Insert Sample Telephone Follow Up Card


Direct Mail and Telephone Follow-Up[DIRECT MAIL AND TELEPHONE FOLLOW‐UP]

Instructions:

1. Apply all remaining Pink ID Labels directly to the Telephone Follow‐up Cards. These cards will bedistributed to the volunteers making phone calls.

2. We recommend a total of 15 ‐ 25 calls per volunteer over the course of two weeks.

3. Determine a location for the phone calling to take place. You may want to enlist the help ofparishioners who own local businesses with large phone banks. The calls can be made from the parishor individually from the volunteers’ homes.

4. It is a nice gesture to offer refreshments and snacks during volunteer meetings and training.

5. Review the Telephone Manual with each volunteer. Focus on the suggested telephone script andhelpful hints to prepare volunteers.

6. Assign pre‐labeled cards to each volunteer. Have the volunteers transfer each name to the VolunteerContact Form at the end of the Telephone Manual and give them to the parish reporter or chairperson.

7. Have volunteers rubber band completed cards together and return them to the parish reporter orchairperson.

Emmanuel Be His Hope To Others

God With Us

2016 Bishop’s Annual Appeal Reporting Procedures of Gifts and Pledges

Emmanuel Be His Hope To Others

God With Us

2016 Bishop’s Annual Appeal Reporting Procedures of Gifts and Pledges


Reporting Procedures of Gifts and Pledges[REPORTING PROCEDURES OF GIFTS AND PLEDGES]

This section of the manual has been written specifically for the reporting process of the Bishop’s Annual Appeal and should be used to guide parishes through the reporting process of gifts, pledges and payments.

Parish reporting responsibilities:

Audit all Appeal pledge envelopes and payments received at the parish by following the basicreporting procedures.

Record and keep accurate gift, pledge and payment information using the Pledge/Payment RecordForm 3.

Report weekly all gifts, pledges and payments received at the parish to the Office of Developmentand Planning. There are eight reporting weeks of the Appeal. Your parish may require additionalweeks to report new pledges and payments.

* Please keep in mind that Credit Card and Bank Account withdrawals are processed on the 5th and 20th ofeach month, beginning on June 5, 2016. If reports containing pledge envelopes requesting electronic fundstransfers (EFT) are sent in after the eighth reporting week parishioners may be subject to a shorter paymentschedule.

Weekly Parish Reports contain:

Parish Report Form 10 (F10) with required weekly totals.

When appropriate, include a Payment and Pledge Increase Form 11 (F11).

Pledge Envelopes and/or Telephone Follow‐up Cards (please alphabetize by last name).

Parish check in the exact amount of the total money collected and reported on the Parish Report Form 10, line 13. Please write check payable to, Diocese of Columbus ‐ BAA and include all required signatures.

Adding machine tape(s) that include total pledged and total payments received at parish. Please remember payments should not include anticipated EFT payments (credit cards/bank withdrawal).

Please send weekly reports each Thursday to the Office of Development and Planning using the Parish Report Envelope. This way gifts can be recorded and thank you letters and pledge reminder statements can be processed in a timely manner. Weekly reporting is extremely important if parishioners are making EFT payments using their credit card or through bank account withdrawals.

Timely and accurate reporting is vitally important to the success of the Appeal. If you have any questions, contact your Parish Support Coordinator (PSC) in the Office of Development and Planning at 614.241.2550 or toll free at 877.241.2550.


Pledge/Payment Auditing Process[PLEDGE /PAYMENT AUDITING PROCESS]

Use the following steps when preparing weekly parish reports:

Step 1. Bundle all pledge envelopes with gifts designated to other parishes together in a separate pile.

Step 2.

Step 3.

Please do not open these envelopes and do not include these pledges or payments in your reporting totals. Send the unopened envelopes to the Office of Development and Planning, and the proper parish will be credited.

Arrange all remaining pledge envelopes in alphabetical order, by last name.

Keeping pledge envelopes in alphabetical order, attach the corresponding Pink ID Label to the pledge envelope.

Pink ID Label information:

Line One: Parish Organization Number, the Family ID Number Line Two: Parishionerʹs Last Name and First Name(s) as recorded in the Diocesan Census

database. Line Three: Parishionerʹs Address as recorded in the Diocesan Census database. Line Four: Parishioner’s Telephone Number as recorded in the Diocesan Census database.

The Pink ID Label sheets include all families registered to the parish, alphabetically by last name. Apply the matching label to the designated area on the Pledge Envelope only. Do not cover up the handwritten information in the upper right side of the Pledge Envelope. Parishioners may provide a new mailing address, new telephone number, new last name, etc. In this case, the new handwritten information will be entered to update the Diocesan Census database at the time of pledge entry.

If an envelope does not have a corresponding Pink ID Label:

A. Determine the registration status of the person and/or family making the gift.

B. If the family is not registered to the parish, leave the designated label area blank and the Office ofDevelopment and Planning will credit the gift or pledge to your parish as an “Unregistered ContributorOnly” to the parish.

C. If the family is currently/newly registered to the parish, you will need to include a copy of their FamilyRegistration Form (C‐12). Our office cannot register anyone to the parish from a pledge envelope alone.To register a family or individual to your parish, a Family Registration Form (C‐12) must be included withyour report or submitted directly to the Diocesan Census Manager.



Step 4. Open pledge envelopes. When a payment is enclosed, confirm that the dollar amount enclosed is accurately recorded on the “PAYING NOW” line on the front of the Pledge Envelope. Remember to identify the form of payment by marking either the “CHECK” or “CASH” box under the “PAYING NOW” line.

4a. Separate the “No Gifts” and/or “Refusals”. Bundle all pledge envelopes with $0 pledged and $0 paid separately and submit with the parish report for the week. Include the total number of no gifts/refusals on the weekly Report Form 10, line 1b. They are recorded into the diocesan database so that they will not receive the follow‐up mailing in July.

4b. Managed Givers /Electronic Funds Transfer (EFT). When a parishioner requests for the Diocese to manage their gift to the Appeal with an automated payment method, it is important that accurate information is provided in a timely manner. Confirm the information on the inside flap of the pledge envelope and check either the “CREDIT” or “DEBIT” box on the front of the pledge envelope.

i. CREDIT CARD PAYMENTS CANNOT BE ACCEPTED AS DOWN PAYMENTS ‐ If aparishioner has written in a dollar amount on the “PAYING NOW” line and indicatedthe payment will be made using a credit card, put a red line through this dollar amount.Do not include this dollar amount in your payment totals. The Payment Totals on theParish Report Form 10 (3rd column) should not include any future automated (CreditCard, Checking Account, etc.) payments. Only actual dollars received should beincluded in the Line 9, 10, 11, 12 and 13 Payment Totals on the Parish Report Form 10.

ii. A VOIDED CHECK MUST BE SUPPLIED FOR THE CHECKING ACCOUNTOPTION ‐ If a parishioner requests to make payments using an automatic withdrawalfrom their checking account, a voided check must be included. If there is no voidedcheck included and the parishioner has made a down payment with a check, pleaseinclude a copy of the check used for the down payment and write “VOID” across thefront of the check.

* Remember deductions for all Managed Gifts through the automated payment methods begin June 2016.

Step 5. VERY IMPORTANT! — DO NOT SKIP THIS STEP. Accurately record the parishioner’s pledged and payment information on the Pledge/Payment Report Form 3 spreadsheet. This spreadsheet is to assist the parish in accurately recording parishioners’ pledges and down payments during the solicitation time, May through June. This may be your only record of gifts received and credited to your parish, until the first Parish Account Status report is sent to the parish from the Office of Development and Planning in June. Do not send your Report Form 3 to the Office of Development and Planning.



The Office of Development and Planning will send a weekly “Miscellaneous Gift Report” to the Pastor and BAA Parish Reporter starting in April. This report contains new pledges sent directly to the diocese on behalf of your parish. Use the “Miscellaneous Gift” column, on the Form 3, to record these gifts and pledges.

Be sure to only include the total pledged amount from the Miscellaneous Gift Report onto the Parish Report Form 10, line 7 (Adjustments + Misc. Gifts). Do not include the total payments anywhere on the Parish Report Form 10.

Step 6. Using adding machine tapes, calculate the Total Pledged and Total Payments indicated on the Pledge Envelopes. Clearly label each tape receipt “BAA Pledges” or “BAA Payments.” Include the adding machine tapes in the weekly reports mailed to the Office of Development and Planning. A separate adding machine tape should be run on the cash and individual checks received to confirm the dollar amount from the pledge envelopes matches the dollar amount collected.

A. Pledge and Payment Totals: From the Pledge Envelopes, run an adding machine tape forthe total pledge amounts and the total payment amounts. The pledge and the paymentamounts on the adding machine tape need to be in the same sequence as the pledgeenvelopes.

B. Form 3 Totals: To verify/confirm the accounting, use the Pledge/Payment Form 3. Receiveto confirm that both the total pledge amount column and total payment amount columnmatch the totals from your pledge envelope tape receipts. This procedure helps verify bothsets of tapes as well as information transcribed from the Pledge Envelopes to the ReportForm 3.

Step 7. Complete a Parish Report Form 10 for each week’s results. Send the white and yellow copies of the form, along with the other required items to the Office of Development and Planning. Keep the pink copy for your records at the parish.

A. Report Adjustment Form: The Report Adjustment Form is used by the Parish SupportCoordinator to notify the Parish Reporter of any necessary adjustments made to the totalson the previous Parish Report. All necessary pledge adjustments should be recorded online 7 and all payment adjustments should be recorded on line 12 of the Parish ReportForm 10. Contact your Parish Support Coordinator in the Office of Development andPlanning for further details.



B. Remember to include on the Parish Report Form 10 any needed adjustments from either theweekly Miscellaneous Gift Reports or Report Adjustment Forms sent to your parish from theassigned Parish Support Coordinator (PSC).

Step 8. Payment and Pledge Increase Form (F11): Use this form to report payments and/or requested increases to an existing pledge already submitted to the Office of Development and Planning. Be sure to include these Payments on line 10 as well as the requested Pledge Increase on line 5 of the Parish Report Form 10. Include the white and yellow copy in the weekly report. Keep the pink copy for parish records.

If a parishioner uses a BAA pledge envelope to submit a payment towards an existing pledge, please clearly mark “PAYMENT ONLY” on the front of the pledge envelope.

Step 9. Loose Change: Any loose change collected that should be credited to the BAA can be reported as a sum total on the Parish Report Form 10, line 11 titled Loose Change.

Step 10. Prepare ONE parish check for each reporting week. Deposit all money received at the parish into the parish bank account and forward one parish check payable to: Diocese of Columbus ‐ BAA. Be sure to include all required signatures. The parish check dollar amount should match the “Total All Payments This Report” box, line 13 of the Parish Report Form 10.

Step 11. Send weekly reports. The Bishop’s Annual Appeal calendar designates eight (8) weeks for parishes to report gift, pledge and payment results. All required documents used in preparing the parish’s weekly report should be mailed in the white tear‐resistant envelopes (Form 8) to the following address:

Bishop’s Annual Appeal 198 E. Broad St.

Columbus, OH 43215‐3766



Required Documents:

Pledge Envelopes and/or Telephone Follow Up Cards ‐ alphabetized by last name.

Adding Machine Tapes ‐ Tapes should include totals for pledges and payments.

Parish Report Form 10 ‐ Completed Parish Report Form 10 copies (white and yellow), and whenapplicable, provide a copy of Payment and Pledge Increase Form 11.

Parish Check ‐ The parish check must reflect the total money collected as reported on Report Form 10.Please write one check to, Diocese of Columbus ‐ BAA and submit with proper signatures.


2015 Bishop’s Annual Appeal Page 29

[PLEDGE ENVELOPE]

The Bishop’s Annual Appeal Pledge Envelope is used for all methods of solicitation, except through the telephone follow-up. Please label all completed envelopes with the Pink ID Label and return them to the Office of Development and Planning as part of the parish’s official weekly reports.

Place the appropriate Pink ID Label on the upper left corner of the envelope. Please do not cover the handwritten information on the upper right hand corner.

When auditing Pledge Envelopes, be sure to check the inside for Credit Card or Checking Account information.

*Please notice the change in format for submitting request for Managed Gifts through the Electronic Funds Transfer (EFT) option.

Pledge Envelope

2016 BISHOP’S ANNUAL APPEAL

This Area for Parish Use Only(Place donor’s pink identification label here.)

MR. & MRS./MR./MS.:

CITY:

ZIP:

PARISH:

ADDRESS:CITY:PHONE:

TOTAL GIFTPAYING NOW

BALANCE

$$

$CheCk Cash

CREDIT OR DEBIT (SEE INSIDE FLAP)I WISH TO PAY THE BALANCE:

OR BILL ME IN THE FOLLOWING MONTHS:2016: 2017:

JanuaryFebruaryMarCh

JuneJulyaugust

septeMberOCtObernOveMberDeCeMber

DONOR’S SIGNATURE

PLEASE MAKE CHECKS PAYABLE TO: PARISH NAME - B.A.A.

I/We have remembered our parish, school or the Diocese in our estate plans.

I am/we are interested in learning from The Catholic Foundation how an estate plan can benefit our parish, school or the Diocese.

SUGGESTED GIFT PLAN

5 MONTHLY PAYMENTS OF

10 MONTHLY PAYMENTS OF

CIRCLE OF ANGELS $10,000 $2,000 $1,000CIRCLE OF SHEPHERDS $5,000 $1,000 $500CIRCLE OF STEWARDS $2,500 $500 $250CIRCLE OF PATRONS $1,500 $300 $150CIRCLE OF FRIENDS $1,000 $200 $100

CIRCLE OF HOPE $500 $100 $50$250 $50 $25$100 $20 $10

MITER SOCIETY

BISHOP’S 2016ANNUAL APPEAL

Father, we are grateful for your many gifts to us, especially the gift of your Son, Emmanuel, God With Us.

Help us to be good stewards of all you have bestowed upon us, and may we be ever mindful of those who are in need. Let our hearts and our lives always bear witness to the reality of your love for us, so that our service to those around us may truly work to build up your kingdom

in our midst.

Through the sharing of our faith, love, and material blessings, may those we encounter come to a greater knowledge of your Son, Jesus Christ. May His Spirit lead and guide us, so that we truly may be His hope to others.

Amen.

ELECTRONIC FUNDS TRANSFER (EFT)IMPORTANT - COMPLETE ALL INFORMATION BELOW and COMPLETE NAME & ADDRESS ON THE FRONT!

$$

per month for consecutive months (not to exceed 10 months)I authorize the Catholic Diocese of Columbus to electronically withdraw:

Charges will begin in June, 2016. If you have any questions about the Bishop’s Annual Appeal, or wish to make any changes to your pledge information or credit card information, please call the Office of Development and Planning at 614.241.2550 or

toll-free 877.241.2550.

ONLINE GIVING

online giving is fast, easy, and managed by you.

Visit our websitewww.colsdioc.org

To make a gift online.

BANKING INFORMATION IS NOT SAVED FROM PREVIOUS YEARS.

starting in (June-March) until my gift of is paid in full.Please make this electronic transfer on the: 5th 20th

Visa MasterCardof each month from my : ENCLOSE A VOIDED CHECKChecking Account

Billing Address (if different):

Signature: Daytime Phone: ( )

(Please Print)Name on Credit Card:

(Visa or MasterCard ONLY)Credit Card No.

(13-16 digits)Expires:

Mo. Yr.


Parish Report Form 10

PPaarriisshh RReeppoorrtt FFoorrmm FFoorrmm 1100 BBiisshhoopp’’ss AAnnnnuuaall AAppppeeaall CCaatthhoolliicc DDiioocceessee ooff CCoolluummbbuuss 119988 EE BBrrooaadd SStt CCoolluummbbuuss OOHH 4433221155

Revised September 2015

Parish: City:

Parish No.: Phone:

Fax: Email:

Report No.: Prepared By:

All Pledge Envelopes Received Should Be Included With Report.

ENVELOPES

1. Number of Envelopes with

a. Pledges/Gifts:

b. Refusals:

Please Bundle Separately

2. Number of Payments from

Form 11: __

3. Total Envelopes and Payments

(1a + 1b +2):

PLEDGES

4. Total Amount of Pledges/Gifts from Envelopes (including EFT):

$

5. Pledge Increase from Form 11:

$

6. Pledges/Gifts from Previous Reports:

$

7. Adjustments + Misc. Gifts:

$

8. Total Pledges To Date

(4+5+6+or-7):

$

PAYMENTS

9. Total Payments from Envelopes (excluding EFT payments):

$

10. Total Payments from Form 11:

$

11. Loose Change:

$

12. Adjustments:

$

13. Total All Payments This Report (9+10+11+or-12)

$

Send Parish Check for this Amount.

IIff yyoouu hhaavvee aannyy qquueessttiioonnss,, pplleeaassee ccaallll tthhee OOffffiiccee ooff DDeevveellooppmmeenntt aanndd PPllaannnniinngg 661144..224411..22555500,, oorr ttoollll--ffrreeee 887777..224411..22555500

FFOORR OOFFFFIICCEE OOFF DDEEVVEELLOOPPMMEENNTT AANNDD PPLLAANNNNIINNGG UUSSEE OONNLLYY::

Date of Deposit Parish Check No. Check Amount$

Audited by Audited Pledges $ Audited Payments $

[PARISH REPORT FORM 10]

The Parish Report Form 10 (F10) is a three‐part carbonless form that serves as the transmittal document for all Bishop’s Annual Appeal gifts, pledges and payments received at the parish. The parish copy of the F10 is PINK and should be removed once the form is completed and kept with parish records.


Payment and Pledge Increase Report Form 11

PPaayymmeenntt aanndd PPlleeddggee IInnccrreeaassee RReeppoorrtt FFoorrmm FFoorrmm 1111 BBiisshhoopp’’ss AAnnnnuuaall AAppppeeaall CCaatthhoolliicc DDiioocceessee ooff CCoolluummbbuuss

Please return white and yellow copies of this form. Retain the pink copy for parish records. If you have any questions, please call 614.241.2550, or toll-free 877.241.2550

Revised: September 2015

PPaarriisshh::________________________________________________________________________________________________ CCiittyy __________________________________ PPaarriisshh NNoo.. ______________________

IInnssttrruuccttiioonnss:: Use this form ONLY when recording a Pledge Increase and/or Payment to an EXISTING Pledge. See the BAA Instruction and Report Procedures Manual for more detailed instructions.

Parishioner Family ID# Parishioner’s Name (LN, FN)

Pledge Increase Information Payment Amount

on an Existing Pledge is:

Current Pledge Amount is:

Pledge Increase Amount

New Pledge Amount

(w/Increase):

TOTAL: INCLUDE THIS

AMOUNT ON LINE10 OF THE REPORT FORM 10 (F10)

$ TOTAL: INCLUDE THIS AMOUNT

ON LINE 5 OF THE REPORT FORM 10 (F10)

$

[PAYMENT AND PLEDGE INCREASE FORM 11]

The Payment and Pledge Increase Form 11 (F11) is a supplemental form that is submitted with a Parish Report Form 10 to provide details to explain the dollar amounts entered on the Pledge Increase line 5 and Payments line 10 on the F10. The parish copy of this three‐part form is PINK and should be removed once the form is completed and stapled to the back of the F10 for parish records.


CAMPAÑA ANUALDEL OBISPO 2016

BISHOP’S 2016ANNUAL APPEAL

2016 Bishop’s Annual Appeal Clip Art


DIOCESAN OFFICE OF DEVELOPMENT AND PLANNING197 E. Gay Street | Columbus, OH 43215-3229

(614) 241-2550; Toll-Free (877) 241-2550E-mail: [email protected].

197 E. Gay Street | Columbus, OH 43215-3229614.241.2550; Toll-Free 877.241.2550

E-mail: [email protected]