C ONSULTING, I NC. F OLEY Enhancing the Parish/School Culture of Philanthropy Mary J. Foley Foley Consulting, Inc. Partners in Education Conference Diocese of Joliet November 4, 2015
FCI Welcome Thank You! Foley Consulting, Inc. Fundraising Marketing Stewardship Organizational Development Catholic Education Foundation Advancement Seminar Series Advancement Advantage Newsletter
FCI Enhancing the Parish/School Culture of Philanthropy Reliance Miracle/Mystery Leap of Faith Increasing Importance Integration Attitude/Philosophy Culture of Giving New Thinking
FCI 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
FCI 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
FCI When You Say Philanthropy… kindliness benevolence love of mankind the practice of performing charitable or benevolent actions $
FCI 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
FCI 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
FCI 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
FCI 2014 Total Giving = $358.4 billion Where does the money go?
FCI 2014 Total Giving = $358.4 billion From whom does it come? $ in billions – All figures are rounded
FCI Total Giving:
FCI $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
WHY?
FCI $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
FCI Philanthropic Shifts Millennial (18-34) Gen X (35-50) Baby Boomer (51-69) Mature (70+) Competition Technology Expectations Convenience Loyalty
“And I say unto you, ask, and it shall be given you; seek, and ye shall find; knock, the door shall be opened unto you.” Luke 11:9
FCI 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
FCI Giving Tuesday – December 1 st Founded 2012 2014 Shift Faith-Based, Education, Health Care Faith-Based Largest Portion $100 Average Gift 17% via Mobile Devices 10,000 Organizations
FCI 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
FCI Gratitude Source Large and Small Common, Overlooked Daily Practices Word Usage Bravery 66% Gratitude 49% Humility 52% Kindness 56%
FCI Best Gifts Prayerful Proportionate Reflective Joyful Meaningful Offertory/Annual Fund Major Gifts Bequests Events Capital Campaign
Dare We Say… TITHING
FCI 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.
FCI 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
FCI 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
FCI Thanksgiving Inspire Demonstrate Parish – School, School – Parish 20% – 67% Giving Acknowledgements Financial, Involvement Heartfelt, Enthusiastic Multiple Times and Forms Season of Gratitude
FCI Wrap Up Q&A Insight, Wisdom, Suggestions, Ideas Upcoming Opportunities November 18 – Direct Mail December 2 – Communication Remember…
FCI “Fundraising is a very rich and beautiful activity. It is a confident, joyful, and hope-filled expression of 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
FCI THANK YOU!
C ONSULTING, I NC. F OLEY Mary J. Foley Foley Consulting, Inc