How Bishop Feehan Raised Over 100K In Matching Gifts

1. How Bishop Feehan Raised Over 100K In Matching Gifts HEP Development Partners In Mission

2. The webinar is being recorded and will be available in the Learning Center on our website www.hepdata.com in a few days • If you experience technical difficulties simply dial back in or try the link again to connect. • We will have a Question and Answer session at the end. Please send in your questions electronically. Webinar Tips

3. With more than 5,000 customers and 15 years experience, HEP has developed proven tools to help you identify and promote match opportunities, gain access to the highest quality prospect development information and enhance your data. • Most comprehensive Matching Gift database available Who is HEP?

4. Today’s Presenter’s John Wright, Director, HEP Development Larry Furey, Partner, Partners In Mission Chris Servant, President Bishop Feehan High School Chris Copley, Director of Major Gifts, Bishop Feehan

5. Larry Furey, Partner and FounderPartners in Mission

6. Partners in Mission Our Partners in Mission • Archbishop Curley High School, Baltimore, MD • Archbishop Hoban High School, Akron, OH • Archbishop Wood High School, Warminster, PA • Benilde-St. Margaret School, Minneapolis, MN • Bishop Feehan High School, Attleboro, MA • Bishop Ireton High School, Alexandria, VA • Bishop McDevitt High School, Harrisburg, PA • Bishop Shanahan High School, Downingtown, PA • Bishop Timon – St. Jude High School, Buffalo, NY • Cathedral Preparatory School, Erie, PA • Catherine McAuley High School, Portland, ME • Catholic Memorial School, West Roxbury, MA • Chaminade High School, Mineola, NY • Diocese of Wheeling – Charleston, WV • Father Ryan High School, Nashville, TN • Holy Cross High School, Waterbury, CT • Junipero-Serra High School, San Mateos CA • Lancaster Catholic High School, Lancaster, PA • Lexington Catholic High School, Lexington, KY • Little Flower Catholic High School, Philadelphia, PA • Madonna High School, Weirton, WV • Matignon High School, Cambridge, MA • Mercy High School, Burlingham, CA • Mount St. Mary Catholic, Oklahoma City, OK • Notre Dame High School, Lawrenceville, NJ • Oakland Catholic High School, Pittsburgh, PA • Our Lady of the Sacred Heart, Coraopolis, PA • Padua Academy, Wilmington, DE • Parkersburg Catholic Schools, Parkersburg, WV • Pittsburgh Central Catholic High School, PA • Pope John Paul II High School, Royersford, PA • Regina High School, South Euclid, OH • Saints John and Paul School, Ashtabula, OH • Salesianum School, Wilmington, DE • St. Agnes Academy, Houston, TX • St. Catherine of Siena School. Norwood, MA • St. Mary’s Ryken High School, Leonardtown, MD • St. Thomas Aquinas High School, Dover, NH • St. Vincent Pallotti High School, Laurel, MD • Trinity Catholic Academy, Brockton, MA • Trinity Catholic High School, Newton, MA • Ursuline Academy, Dedham, MA • Venango Catholic High School, Oil City, PA

7. Chris Servant, PresidentBishop Feehan High School

8. Chris Copely, Director of Major Gifts Bishop Feehan High School

9. Matching Gifts are “free money”

10. Matching Gifts • Key statistics on Matching Gifts • Creating Awareness • Leveraging past donations • Finding Matching Gift Eligible Donors • Using Your Website • Promoting links to your matching gift lookup page Agenda

11. On average, 1 in 10 gifts made to any non profit is match eligible • Over 16,500 Companies and Subsidiaries Match gifts • Over the last 3 Years we have added almost one net new company per day • Approximately 50% of the Corp. 500 have matching gift programs • Over 1.3 Billion in Matching Gifts to all non profits • LSU received check of $1 Million in Matching Gifts from one company (Exxon-Mobil) for last three years. Statistics on Matching Gifts

12. The American Cancer Society Quadrupled Matching Gifts over the past three years to over $12 Million dollars as did Susan G. Komen Foundation of Maryland with 5 FTE’s. Works with Large/Medium/Small non-profits. • Average Matching Gift – CAE Survey $545. 700+ Higher Education • 13% of all Matching Gift Companies match 2 to 1 or higher • 4009 of the companies match volunteer time • Telethon Survey(90+) by Ruffalo Cody – 7.1% of those contacted were matching gift eligible. They contributed 10.% of the revenues Statistics

13. Education on Matching Gifts • Go To Learning Center on HEP website • www.hepdata.com - Look under Matching Gift Webinars • 12 Matching Gift Webinars – All Free and Available on Demand • “16 Steps to Matching Gift Success” – Must have • MatchPoints Newsletter • Review Back Copies • Join Listserv “MATCHLIST-L” • Joint Listserv of HEP & CASE

14. Chronology of Events • Meeting with Larry Furey - August 2010 • Leveraging HEP = Sept 2010 • Dramatic Increase in Matching Gifts – • Dec 2011 Bishop Feehan

15. Creating Awareness • Within Advancement Group • Within Donor Community • Educating/ Re-Educating Donor Base • Example -Raytheon Biggest Challenge

16. Other Ways to Create Awareness • Newsletter articles • Alumni publications • Gift Acknowledgments • Solicitations - use P.S. • Website – drive them to Lookup Page • Brochure inserts for Direct Mail • Promotion is key to $$$

22. Know before you chat with a potential donor if they work for a Matching Gift Company • Measure matching gifts – report on • Have someone in charge • Major Gifts can be matched • Create a Culture of Matching Gifts • Training is available – free Visit our Learning Center www.hepdata.com What Can You Do?

23. Happy New Year!   • On behalf of Bishop Feehan, thank you very much for your generous gift ($250 from 1/10/12)  to our Annual Fund • As you know, Covidien will match your gift on a 1:1 basis. To that end, could you complete Part # 1 on the  attached form and fax back to us (Attn: Lisa Dean -- 508-226-1135)? Alternatively, you can scan and send a PDF via email.  Whatever is easier for you.    Covidien's match will effectively double the value of your gift to the school (from $250 to $500)! • Thanks again for your ongoing support of Bishop Feehan! • All the best. • Chris

24. Make It Easy for Donor

25. Hi Chris here’s the completed Covidien match form.   Thanks for making it so easy! • Signed Donor Make IT Easy For Donor

27. Questions Thank you