Charity and Development Appeal 2017 CDA Leadership Training January 2017 Charity and Development Appeal Parish Leadership Training www.dphx.org/cda

CDA Kick-Off Weekend: February 10-11, 2018 Messaging: Love That Gives Hope – Give. Hope.

Love that Gives Hope Who are the beneficiaries of CDA funding? CDA is our way of providing for those in need Charitable organizations that feed, clothe and protect the most vulnerable CDA is our way of supporting the faith life of the Church Support vocations of all kinds Support the faith development of children and adults

CDA Materials In-pew pledge cards attached to CDA Information Piece and inserted into a colorful envelope. Posters Black Pens Videos Parish Resources at https://dphx.org/cda/cda-parish-resources/ Pastor’s Bulletin Messages, Weeks 1-4 FlockNote continues this year NEW NEW NEW

Solicitation Mailings November 2017 Direct Mail February 1, 2018 Late February 2018 Possible E-mail April 2018

Before Appeal January Jan. 27 – 28 Feb. 1 Feb. 3 – 4 Feb. 5 – 8 Find Witness Speaker for February Test Video Jan. 27 – 28 Publish Bulletin Article Feb. 1 Place posters around parish Registered Parishioners List to Parishes Feb. 3 – 4 Announcement Weekend Bulletin Article Pulpit Announcement Feb. 5 – 8 Place In-Pew Materials

During Appeal: Strategies for Success Encouragement from Pastor, Pastoral Leaders during Mass for several weekends Lay Witness Testimony Catechist, Deacon, couple who attended Marriage Prep or NFP classes, volunteer for CDA-funded charity, any staff or volunteer attending Diocesan class or training, Parish Council Members, Parishioner who has supported CDA Show the Video Invite people to make a gift Thank them for making a gift

During Appeal: In-Pew Process Introduction to CDA Pastor, Staff, Pulpit Support = Critical to Success Show Video Walk through completing the pledge cards/online giving/text-to-give Cash, check or pledge only with pledge cards No credit cards or ACH options on paper Credit/Bank Card Gift – online at dphx.org/cda Text-to-Give If you have not yet made a gift, please make one today Thank those who have already made their gift and encourage them NOT to complete a card

During Appeal: In-Pew Process Collect pledge cards – do not co-mingle with regular collection Present/update CDA during Mass multiple weekends: 1) Video, 2) CDA part of homily, 3) Witness Talk On-Going Communications: Bulletin Announcements, Weekly Updates, Intercessions, FlockNote Ongoing visibility… make it easy Thank people for their gifts!

Three Ways to Make a Gift Complete and return a pledge card to the parish 1 Set up a scheduled payment plan or one-time gift online at dphx.org/cda 2 Make a one-time gift by text 3

Complete a Pledge Card Print all personal information X X $500 $50 $450 X X

Donate Online – dphx.org/cda One-Time Gift/No Log-In For the donor who prefers to not register for an account and make a one-time gift: Click red Donate Now button Click blue Give to CDA button, upper right box Complete form to make one-time gift without registering for account

Donate Online – dphx.org/cda Create New Account Log-In Click red Donate Now button Click blue Log In button, then Register for an Account Once registered, click Give to CDA in the blue menu on the right Click Setup Payment Method, enter in all information, click Save Once it is set up, click Next Verify information and click Finish to complete the gift An email will be sent confirming every payment To give on a scheduled basis Choose the frequency Choose the date Enter in Payment Amount To give one-time today Unclick the Scheduled Gift Box Enter in the payment amount Your Information is secure

Text to Give – 602-313-0309 Sample Text: $100 CDA Will receive a link back to complete payment information One-time gift only but can send multiple texts during the appeal After one gift is made, the system will remember your information All information is highly secured – PCI Compliant

After Kickoff: Processing Pledge Cards No credit card or ACH giving on pledge card Same process as previous years Use black pens Parish Progress Reports are sent out every Tuesday morning through the end of June.

Processing Pledge Cards Two types of cards, 1: Preprinted with donor information (these are mailed to all past donors)

Processing Pledge Cards Two types of cards, 2: Non-Printed Cards (are placed in the pews)

Processing Pledge Cards Looking up Diocesan ID#’s Every parish will receive a listing of parishioners (preferably email…) Write clearly and in black pen ID # Title FirstName LastName Suffix Spouse AddressLine1 City State PostalCode 2016CDA 2017CDA 2229 Ms. Jane Doe   5638 W Poinsettia Dr Peoria AZ 85345-8752 $100.00 15859 Mr. & Mrs. John Q. Smith , Jr. Susan 6903 W Sunnyside Dr Glendale 85304-2616

Processing Pledge Cards Processing Pledge Cards with Cash Payments No more than 50 cards per parish check Place cards that do not have ID numbers in front of those with ID numbers One bundle with parish check in an individual envelope If there is more than one bundle, put cards with ID numbers together and those without together Parish check must equal the total of “Check Enclosed Today” for each bundle Please do not send any cash in the mail

Processing Pledge Cards Processing Loose Cash Total the loose cash Write the total on the pledge card Write the number of donors represented There is no name or any donor id# for this card Put the parish check and the pledge card in an individual envelope Can be one of the 50 cards with 1 parish check Cash bundles should be ordered: Loose cash (no ID number) Cards without ID numbers Cards with ID numbers

Processing Pledge Cards Prayer Pledge Only Check for ID# Send to: Lisa Wentz Diocese of Phoenix CDA 400 E Monroe Phoenix, AZ 85004

Payroll Deductions Payroll deductions are now handled through Bswift Log in to your BSwift account at www.dopbenefits.bswift.com. On the left side menu, click Life Events Select the last choice, “Other life events…” Select Enroll/Change my Charity and Development Appeal (CDA) Contribution For the question, “When did your life event take place?”, enter the current date Enter in your payroll deduction amount which will automatically calculate your annual pledge based on how many pay periods are left in the year. Save the life event enrollment

Reporting Feb. 1 Registered Parishioner Report around February 1 Feb. 13 Weekly Emailed Parish Reports beginning Feb 13 Summary sheet with parish totals and appeal totals (thermometer) Cumulative list of gifts, including donor information and pledge amount/date Excel file for easy sorting

Weekly information sent with Progress Reports Communication Weekly information sent with Progress Reports Website – Parish Resources Page List of all parishioners with 2016 and 2017 gifts for follow up Phone calls Emails

Contact Us Director of the Charity and Development Appeal Lisa Wentz 602-354-2217 lwentz@dphx.org Director of the Charity and Development Appeal Vanessa Rivera 602-354-2026 vrivera@dphx.org Administrative Assistant (Bi-lingual) 602-354-2197 – pledges@diocesephoenix.org Pledges Line dphx.org/cda Online

A Campaign for Discipleship and Evangelization

CDA & Campaign: Timeline Jan.–June 2017 Pilot July–Dec. 2017 Block 1 Jan.–June 2018 Block 2 July–Dec. 2018 Block 3 Jan.–June 2019 Block 4 July–Dec. 2019 Block 5 CDA & Campaign: Timeline How does the Together Let Us Go Forth ~ Juntos Sigamos Adelante Campaign affect the Charity and Development Appeal?

CDA & Campaign: Similarities & Differences Lay Witnesses/Guest Speakers In-pew pledge cards Differences: Pledges vs. Donations 1 year vs 5 year commitment