DDF Annual Appeal Workshop 2015

Join us at the DDF Annual Appeal Workshop 2015 featuring presentations on strategies to achieve fundraising goals, discussion on best practices, and methods for monitoring parish progress. Learn how to engage donors effectively and reach the set goals by December 31, 2015.

• Workshop
• Fundraising
• Parish
• Donors
• Strategies

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Presentation Transcript

1. Welcome to the DDF Annual Appeal Workshop

2. Presenters Theresa Montminy Director of Mission Advancement Julio A. Chavez Parish Relations Coordinator

3. Prayer By Your Vicar Forane

4. Topic I 2015 DDF Annual Appeal

5. Marching toward our Goal

6. Topic I 2015 DDF Annual Appeal Move forward by establishing a standard Kick-off Date January 24th and 25th 2015

7. Topic I 2015 DDF Annual Appeal We are only mailing solicitation material to donors who have contribute $100.00 (or more) in the 2014 DDF Annual Appeal Mailers being sent to the homes by January 12th, 2015

8. Topic I 2015 DDF Annual Appeal Discussion on best practices Q & A Q & A

9. Topic II Methods that all parishes have to monitor their ongoing progress in reaching the 2015 Goal

10. Topic II Methods that all parish have to monitor their ongoing progress in reaching the 2015 Goal ConnectNow Reports online

11. Topic II Methods that all parish have to monitor their ongoing progress in reaching the 2015 Goal Access to ParishSoft to achieve common goal of 100% participation Everyone can give something! DDF is fully funded by December 31, 2015

12. Topic II Methods that all parish have to monitor their ongoing progress in reaching the 2015 Goal Quarterly billing for parishes who were not able to reach the 2014 DDF Appeal Goal. That are in Capital Campaign DDF is fully funded by December 31, 2015

13. Topic II Methods that all parish have to monitor their ongoing progress in reaching the 2015 Goal Discussion on best practices Q & A Q & A DDF is fully funded by December 31, 2015

14. Topic III Tools that have been used to increase Donor Participation

15. Topic III Tools that have been used to increase Participation DDF Plus * Set a parish goal for small project needed. * Add that amount to the DDF Annual Appeal Goal. * Help donors to see the benefit of their investment.

16. Topic III Tools that have been used to increase Participation In-pew Solicitation Promote a process that moves toward building awareness of pledge contributions instead of one time gifts

17. Topic III Tools that have been used to increase Participation Direct Mail Consider mailing request for support to parishioners who do not have contributions recorded

18. Topic III Tools that have been used to increase Participation Discussion on best practices Q & A Q & A

19. Topic IV 2014 DDF Final Appeal How can we Help? ! ?

20. Topic IV 2014 DDF Final Appeal Final Appeal in-pew solicitation 6 Steps: 1. Show The 2014 DDF Annual Appeal Video. 2. Ask for pledges, not money. 3. Right after that, pass the pledge cards to the parishioners. 4. Give donors 5 minutes to fill out the pledges. 5. Ask the usher to pick up the pledge cards as soon as the five minutes has passed. 6. Thank the people. Bless them for their job, health and family.

21. Topic IV 2014 DDF Final Appeal 1.Collect unpaid pledges by phone. 2. Collect unpaid pledges by sending mailers to home

22. Topic IV 2014 DDF Final Appeal Discussion on best practices Q & A Q & A

23. Topic V Recommendations that we have to process and post contributions more efficiently

24. Topic V Tools that we have to process faster and posting faster Send checks and pledges to Agilis at P.O. Box 3579 San Bernardino, CA 92413 Directly Do not send to the Diocesan Pastoral Center

25. Topic V Tools that we have to process faster and posting faster *Balance Deposit *Create Spread Sheet DUId # Name Pledge Amount 13245 Chavez, Julio $500 $50 54327 Montminy $1000 $100 98977 Rutilio $1500 $1500 Do not send to the Diocesan Pastoral Center

26. Topic V Tools that we have to process faster and posting faster Online Giving Do not send to the Diocesan Pastoral Center

27. Topic V Tools that we have to process faster and posting faster Discussion on best practices Q & A Q & A

28. Marching toward our Goal

29. Please help us by Filling out the Workshop Evaluation Thank you !!!