Enhancing the Parish/School Culture of Philanthropy

1. Enhancing the Parish/School Culture of Philanthropy Mary J. Foley Foley Consulting, Inc. Partners in Education Conference Diocese of Joliet November 4, 2015

2. Welcome • Thank You! • Foley Consulting, Inc. • Fundraising • Marketing • Stewardship • Organizational Development • Catholic Education Foundation • Advancement Seminar Series • Advancement Advantage Newsletter

3. Enhancing the Parish/School Culture of Philanthropy • Reliance • Miracle/Mystery • Leap of Faith • Increasing Importance • Integration • Attitude/Philosophy • Culture of Giving • New Thinking

4. Who is a Christian Steward?  “One who receives God’s gifts gratefully, cherishes and tends them in a responsible and accountable manner, shares them in justice and love with others and returns them with increase to the Lord.” Stewardship: A Disciple’s Response U.S. Bishops’ Pastoral Letter National Conference of Catholic Bishops

5. Parish/School Culture of Philanthropy • Philanthropy • Stewardship • Thanksgiving • Spirituality • Fundraising • Competition • Pie “If you want to provoke a vigorous debate, start a conversation about organizational culture.” Harvard Business Review

6. When You Say Philanthropy… • kindliness • benevolence • love of mankind • the practice of performing charitable or benevolent actions $

7. Perspective “Asking people for money is giving them the opportunity to put their resources at the disposal of the kingdom. To raise funds is to offer people the chance to invest what they have in the work of God.” Henri J. M. Nouwen

8. Parish/School Support PARISH • Offertory • Second Collections • Capital Campaigns • Major Gifts • Special Appeals • Bequests • Fundraising Events • Sales SCHOOL • Annual Fund • Mandatory Fundraising • Major Gifts • Special Appeals • Bequests • Fundraising Events • Sales

9. Philanthropic Audiences • Parish: Current Parishioners, Deceased Parishioners • School: Current Parents, Past Parents, Grand Parents, Alumni, Parishioners, Deceased • Overlap • Opportunities for Connection • Data Accuracy • Integration • Competition

10. 2014 Total Giving = $358.4 billionWhere does the money go?

11. 2014 Total Giving = $358.4 billionFrom whom does it come? $ in billions – All figures are rounded

12. Total Giving: 1973-2014

13. $358,400,000,000 31% to Religion – #1, Up 2.5% 16% to Education – #2, Up 4.9% 87% from Individuals, Up 5.7% The Good News

14. WHY?

15. $358,400,000,000 31% to Religion – #1, Up 2.5% 16% to Education – #2, Up 4.9% 87% from Individuals, Up 5.7% “We are people of faith. Let us embrace a spirituality of abundance, not scarcity.” The Good News

16. Philanthropic Shifts • Millennial (18-34) • Gen X (35-50) • Baby Boomer (51-69) • Mature (70+) • Competition • Technology • Expectations • Convenience • Loyalty

17. “And I say unto you, ask, and it shall be given you; seek, and ye shall find; knock, the door shallbe opened unto you.” Luke 11:9

18. Asking vs. Inviting • Consistent • Compelling – Needs, Need to Give • Cooperative – School, Church, Other • Contemporary • Telling Your Story • Blessings • Thanksgiving • Gratitude • Glad Game • Stewardship • Culture of Complaint • Ministry

19. Giving Tuesday – December 1st • Founded 2012 • 2014 Shift • Faith-Based, Education, Health Care • Faith-Based Largest Portion • $100 Average Gift • 17% via Mobile Devices • 10,000 Organizations

20. Insights on Wealth and Worth “The vast majority of the wealthy consider giving back to society an important component of a life well lived.” U.S. Trust

21. Gratitude • Source • Large and Small • Common, Overlooked • Daily • Practices • Word Usage • Bravery  66% • Gratitude  49% • Humility  52% • Kindness  56%

22. Best Gifts • Prayerful • Proportionate • Reflective • Joyful • Meaningful • Offertory/Annual Fund • Major Gifts • Bequests • Events • Capital Campaign

23. Dare We Say… TITHING

24. Tithing • Scriptural Basis • Net vs. Gross • Time • Meaning • Faith • Gratitude • Prayer “We read the Gospel as if we have no money, and we spend our money as if we know nothing of the Gospel.” John Haughey, S.J.

25. Cooperation, Collaboration, Calendar • Offertory/Annual Fund (Fall) • Parish – All via Direct Mail, Pulpit/Pew, Electronic • School – Non Parishioner Alumni, Past Parent, Grand Parent via Direct Mail, Electronic • Annual Fund (Spring) • Parishioner, Current Parents via Direct Mail, Pulpit/Pew, Electronic • Major Gifts – Joint or Separate • Gathering, Visits, Calls, Direct Mail, Electronic • Lapsed Donor Focus • Bequests – Venues, Vehicles, Materials, Scenarios, Repetition; Policy; Endowment Link

26. Parish/School Support PARISH • Offertory • Second Collections • Capital Campaigns • Major Gifts • Special Appeals • Bequests • Fundraising Events • Sales SCHOOL • Annual Fund • Mandatory Fundraising • Major Gifts • Special Appeals • Bequests • Fundraising Events • Sales

27. Thanksgiving • Inspire • Demonstrate • Parish – School, School – Parish • 20% – 67% • Giving Acknowledgements • Financial, Involvement • Heartfelt, Enthusiastic • Multiple Times and Forms • Season of Gratitude

28. Wrap Up • Q&A • Insight, Wisdom, Suggestions, Ideas • Upcoming Opportunities • November 18 – Direct Mail • December 2 – Communication • Remember…

29. “Fundraising is a very rich and beautiful activity. It is a confident, joyful, and hope-filled expressionof ministry. In ministering to each other, each from the riches that he or she possesses, we work together for the full coming of God’s kingdom.” Henri J. M. Nouwen

30. THANK YOU!

31. Mary J. FoleyFoley Consulting, Inc.foleymaryj@aol.comfoleyfci@aol.comwww.foleyfci.com815-741-9888