Diocesan Annual Appeal 2019-20 Agenda and Strategies
Welcome to the 2019-20 Diocesan Annual Appeal! This event focuses on working together for joy and faith, as highlighted in 2 Corinthians 1:24. Discover the importance of teamwork, spiritual effects of sharing, and strategies for promoting and obtaining donations. Learn how to engage donors effectively through various channels and activities. Join us in making a difference by supporting this year's appeal!
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Not that we lord it over your faith; rather, we work together for your joy, for you stand firm in the faith. -2 Corinthians 1:24
AGENDA FOR 2019 2020 DIOCESAN ANNUAL APPEAL Welcome and Introduction This Year s Theme Parish Targets Supplies Questions and Answers
OFFICE OF STEWARDSHIP & DEVELOPMENT TEAM Jeff Reiter, Stewardship & Development Director Sarah Komperud, Administrative Assistant Kristine Garavalia, Data Services Margot Lorraine, Services Assistant
LOGO Working together on top is supported by the foundation of faith: faith is the basis for everything. Joy comes from both- Faith and Sharing Sharing is blue like Joy, so the eye reads, and the O is crossed sectioned into the crucifix The Y gives the feel of hands in the air in shouts of joy
WHY Importance of Working together The Spiritual and Psychological effects of Sharing Persevering in the Faith
CHANGES TO THE APPEAL Pick your own kick off weekend with a range of dates Weekend of September 14-15, 2019 to the Weekend of October 13/14, 2019 Default will be September 21-22 Deadline for registering 8/31
FOUR PHASES Promote Obtain Follow-up Thank the Donor
WHAT TO CAN BE DONE Show Video Send letters from the Pastor Homilies and Witness Talks Focus on the Appeal as an investment Tie a specific project to the rebate Website and Social Media Use the Brochures, Banners, and Posters Be positive and upbeat
PROMOTE Social Media Posters Up to Date Reporting Ambo Newsletters Local Papers Billboards
PROMOTE Parishes should engage their parishioners on Facebook Average household giving that was 6.4% higher than parishes that aren t on Facebook. Posting at least once a day reported average household giving 44% higher than parishes who posted less than once a day. Parish followers (measured as at least one follower per registered household) reported an average offertory increase of 10 percent from 2017 to 2018. All other parishes in the study reported a 1% decline, on average.
PROMOTE Parishes should promote online giving Growth in online giving (defined as a 10 percent or more increase in online giving from 2017 to 2018) saw their total offertory increase by an average of 9 percent. Parishes that did not make a leap in online giving saw their offertory decline by an average of 2 percent. The data shows that donors aren t just moving from one method to the other. Moving donors to online giving is helping parishes to increase overall giving.
OBTAIN What to can be done Remind In-Pew Show progress Encourage On-line giving Website: Parish specific Diolc.org/Hope
OBTAIN New Tax Laws Implications The new standard deduction is $24,000 for couples $12,000 for singles. The standard deduction is twice what it used to be. Most people will not exceed these limits. The limit of Charitable Gifts is now 60% of Adjusted Gross Income
OBTAIN New Tax Laws Implications Majority of Catholics give for impact 78%. The second reason is they now it is their responsibility to share their gifts 74%. Also, less than 1% will be subject to the Inheritance and Gift Tax.
OBTAIN New Tax Laws Implications: The goal now for most people is to avoid Income tax and Capital Gains Taxes. There are several ways we can help supporters invest in the Diocesan Annual Appeal and avoid or minimize tax implications
OBTAIN New Tax Laws Implications: Mandatory distributions from IRA. The Custodian distributes directly to the Appeal or Parish Direct distributions to a charity will not be included as income on the donors taxes Distributions to the person directly count as income and are taxed accordingly
OBTAIN New Tax Laws Implications: Transfers of Appreciable Properties Stocks, certain properties, crops and other commodities Have the broker transfer directly to the Appeal or Parish Direct transfers to a charity will not be subject to capital gains taxes Instead of cash transfer stock and use the cash to buy more of the stock
PERSIST Create an investment mindset Telephone In-Pew Send out LYBUNT and SYBUNT letters from the pastor Use GivingTrend Diolc/givingtrend.com Persevere
GRATITUDE Thank you cards Personal Calls Public Acknowledgement Not personally calling out Celebrate Milestones Bulletin Ads Banners
COMMUNICATION The value of sending a regular e-newsletter Parishes that sent a weekly, monthly or quarterly e-newslettersaw a 4 percent increase in 2018 offertory. Parishes that did not send an e-newslettersaw a 1 percent decline in 2018 offertory.
COMMUNICATION The value of an email address: Parishes with fewer than 30 percent of their parishioners emails on file reported annual, per-household giving of $589. Parishes with between 30 70 percent of their parishioners emails on file reported annual, per-household giving of $597. Parishes with more than 70 percent of their parishioners emails on file reported annual, per-household giving of $716. +22%
COMMUNICATION The value of a professional email marketing program: Parishes that did not email their parishioners saw a 4 percent decline in 2018 offertory. Parishes that emailed parishioners using Gmail, Outlook or similar provider saw a 1 percent decline in 2018 offertory. Parishes that used a professional email marketing program like Mail Chimp, Constant Contact, or Flocknotesaw a 3 percent increase in 2018 offertory.
THE ALLOCATION Target Formula Step 1. (A + B)/2 x $ 6,880,539 = Y Step 2. C+D = Z Step 3. Y-Z = Net Parish Target Step 4. Parish targets are adjusted so that no parish has an increase of no more than 10% or $10,000 or drop more than -10% or -$2,500 from their previous year s target A,B,C, D are from the Bishop s Annual Report
THE ALLOCATION Target Formula Variable A: Line 16 (401): The adult envelope receipts for a parish as a percentage of the entire adult envelope receipts for the Diocese for the 2017-2018 fiscal year.
THE ALLOCATION Target Formula Variable B: The number of envelope holders who contribute $100.00 or more per year to a parish, as a percentage of the total number of envelope holders who gave $100.00 or more for the Diocese for the 2017-2018 fiscal year.
THE ALLOCATION Target Formula Variable C: School Calculation 1: Line 102B (School and Convent), for a parish as a percentage of Line 102 for the total for the Diocese. This percentage is then multiplied by $690,000 = C.
THE ALLOCATION Target Formula Variable D: School Calculation 2: The total number of students enrolled in Catholic schools multiplied by $88.00 = D.
THE ALLOCATION Target Formula Step 1. ((A + B)/2) x $$ 6,880,539 = Y Variable A: Line 16 (401): The adult envelope receipts for a parish as a percentage of the entire adult envelope receipts for the Diocese for the 2017-2018 fiscal year. (A) 235,122/ $37,619,549 = 0.00624999 Parish Adult Envelope Receipts/All Diocese Total Adult Envelope Receipts
THE ALLOCATION Target Formula Step 1. ((A + B)/2) x $6,880,539 = Y Variable B: The number of envelope holders who contribute $100.00 or more per year to a parish, as a percentage of the total number of envelope holders who gave $100.00 or more for the Diocese for the 2017-2018 fiscal year. 220/35,120 = 0.00626423 Parish Envelope Holders >100/All Diocese Total Envelope Holders > 100
THE ALLOCATION Target Formula Step 1. ((A + B)/2) x $6,880,539 = Y (A+B) 0.00624999 + 0.00626423= .01251422 (A+B) = .01251422 ((A+B)/2) .01251422/2 = . 00625711 (Y) .00625711 x 6,880,539 = 43,050
THE ALLOCATION Target Formula Step 2. C+D = Z C= 188,986/30,237,811 0.00624998 x -690,000 = (4,310) Schools and Convent Receipts/All Parish School and Convent Receipts x -690,000
THE ALLOCATION Target Formula Step 2. C+D = Z D= 38 x -$88 = (3,345) Total number of students enrolled at parish x per student credit
THE ALLOCATION Target Formula Step 2. C+D = Z Z =(-4,310-3,345) = (7,655)
THE ALLOCATION Target Formula Step 3. Y-Z= X X = 43,050 7,655 = 35,395 Raw Parish Target
THE ALLOCATION Target Formula Step 4. Adjust parish targets - no parish can have an increase of more than 10% or $10,000 or a decrease of more than-10% or -$2,500 in a year. =Net Parish Target
PROCEDURE Process All Gifts will be processed by the Office for Stewardship and Development All Correspondence will have the Diocesan Center s return address Each Parish specific 2d Coding on all remittance advices Mail directly to Diocese of LaCrosse Office for Stewardship and Development PO Box 4004 La Crosse, WI 54602-4004
REMINDERS AND SUPPLIES Throw away all last year s remittance advises and materials Throw away all last year s remittance advises and materials Throw away all last year s remittance advises and materials Go Online to place your order for Posters In-Pew remittances Prayer Cards Choose your kick off weekend
Impacts of Stewardship Efforts Went over by 12% more Investors who give on average 6.6% more Investors who are 8.5% more likely to give by pledging FYI: The average pledge is $465.80 compared to the one-time gift $260.17; that is 78% more Average of 4.62 new investors to the Diocesan Annual Appeal. Parishes who do not average only 2.69 new investors Average reengaging 11.25 lapsed investors. Parishes who do not have average only 6.68 reengaged lapsed investors. That is 68.4% more.
Impacts of Stewardship Efforts Average reported more than double the number of lapsed parishioners being reconciled last year than those who do not. Celebrated nearly doubled the number of Baptisms13.5 versus 6.8 Celebrated theSacrament of Holy Matrimony3.92 versus 2.11 times Mass Attendance Averages 101.6% of reported Capacity those who do not 80.6% of Capacity the Diocese s Average 90.2% Per 100 Registered members have an average 1.8 Lay Minsters compared to .38 Lay Ministers Parish Kids in Catholic Schools Average 4.1% versus 3.7% that is 9.9% better
What a Stewardship Committee Is Not Event Planner Sanctuary Dresser Strategic Planner Minister Scheduler Corporal Worker Trying to do everything Specific Works of Charity
What a Stewardship Committee does Creates a culture in which people are fed, energized, and ivited to leverage their gifts of time, talent and treasure for the community s goodness by building up the Kingdom of Heaven on earth.
THREE ELEMENTS OF STEWARDSHIP Treasure Talent x Time = Skills Experiences Wealth 1 Pt 4:10 -As Each one has received a gift, use it to serve one another as good stewards of God varied grace
THREE ELEMENTS STEWARDSHIP . Time Talents Treasures Natural & Developed Strengths; Thinking, Behaviors Skills, Experience, & Wealth Finite and Unknown Investment 1 Pt 4:10 -As Each one has received a gift, use it to serve one another as good stewards of God varied grace
FOUR PILLARS OF STEWARDSHIP Inviting Welcoming Listening Inquiring Discerning Accepting Acting Sacrificing Hospitality Prayer Formation Service 1 Pt 4:10 -As Each one has received a gift, use it to serve one another as good stewards of God varied grace
Fundraising is, first and foremost a form of ministry. It is a way of announcing our vision and inviting other people into our mission. - Henri Nouwen Questions and Answers
