1. Workshop Welcome to the DDF Annual Appeal Thank the Parish hosting
Thank the Pastor
House keeping
Thank the Vicar Forane for his leadership and helping with this meeting
Welcome to the DDF Workshop.

2. Presenters Theresa Montminy Julio A. Chavez
Director of Mission Advancement
Julio A. Chavez
Parish Relations Coordinator
Mrs. Montminy she is CFRE Certified Fund Raising Executive
Julio Chavez La Sierra University fund raising certificate

3. Prayer
Call the Vicar forane
By Your Vicar Forane

4. 2015 DDF Annual Appeal Topic I Terrie Intro/ overview
1). 5 ministries funded
A. Catholic education
B. seminarian
C. Social concerns
D. Prides reflif
E. land develop
2). Working together to make a difference ( “Everyone Can Give!!!! “)
3). Format of workshop:
A. Unique to vicariate
B. Dialogue- 5 Topics
Discussion / sharing information after each topic
4). Core function of Mission Advancement
A. Tolls to Reach Goals
B. Resource center that trains your staff

5. Marching toward our Goal
Participation
100%
Terrie
1). Most Parishes-Less than 10%
2). Formation Opportunities
3). Baseline for future Campaigns-New Church
A. Renovations, Building projects

6. Move forward by establishing a standard Kick-off Date
Topic I
2015 DDF Annual Appeal
Move forward by establishing a standard Kick-off Date
January 24th and 25th 2015
Terrie
1). Unite our effort so that every one hears the same message
2). TimeLine for success:
A. Kick off in Parish Jan 24 & 25
B. 2nd Appeal in May
C. Final Appeal Oct / Nov

7. Mailers being sent to the homes
Topic I
2015 DDF Annual Appeal
We are only mailing solicitation material to donors who have contribute
$ (or more) in the
2014 DDF Annual Appeal
Mailers being sent to the homes by
January 12th, 2015
Terrie
1). Under $100 lost opportunity for evangelization
2). Move toward pledges over one-time donation
3). These are the advance notices to those who gave over $100 in 2014

8. Discussion on best practices
Topic I
2015 DDF Annual Appeal
Discussion on best practices
Q & A
Group in teams five minutes

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

10. ConnectNow Reports online
Topic II
Methods that all parish have to monitor their ongoing progress in reaching the
2015 Goal
ConnectNow Reports online
1.You have a simple follow up direction in you folder
2. Eric is the System Software administrator any system/software problem with Login if you can run the report to Reset password and add users to be able to run the report is him
3. Julio takes care of if you are missing donors
4. Is easy and faster and any time to run it don’t have to wait for a month to get it.

11. Access to ParishSoft to achieve common goal of 100% participation
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
1.In a perfected world it is are recommendation that you clean the parish records from Parishsofth and pull reports to compeer the donors that have giving to the DDF before and solicited parishioners that have not give to the DDF in the past with a personal letter form the pastor.
2. Used your ministry in your parish to help you to get to your goals as part of there formation with in there ministry and to give them the full understanding of stewardships. That every thing we have is from him and we need to give back to him thru his people
3.We are asking 100% participation from our donors and we need to ask for 100% participation from our parish message from our parish to the donors is the commitment to help the diocese as the local church that we are one catholic and apostolic church by announcing to the parishioners that we will paid the DDF by December 31 off each year and we need all the support. This is another way to show your commitment to your Diocese and to your parishioners this will help them to understand our goal .
Everyone can give something!
DDF is fully funded by December 31, 2015

12. Quarterly billing for parishes who were not able to reach the
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
Policy from the Diocese if you are in capital campaign you don’t need to promote the DDF however the parish is responsible to paid the DDF goal by December 31, of each year as off today we are some parish that have not paid last years DDF goal.
Is more productive to start any thing in life with a good fresh start rather then begging a project knowing that you left the other project not done.
The second appeal DDF is not a second collation this is the only on going appeal that you have a goal to paid at the end of each year
DDF is fully funded by December 31, 2015

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

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

15. DDF Plus Tools that have been used to increase Participation Topic III
Terrie
1). Donors want to see results (black sink hole)
2). Diocese goal is silent providing funds to make improvement (not capital expenses $5000 under)
3). No assessment increase for revenue over goal
* 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. In-pew Solicitation Tools that have been used to
Topic III
Tools that have been used to
increase Participation
In-pew Solicitation
Terrie
1). Specifically Addresses the way Hispanics give
2). Done in Oct/Nov – many examples of 2nd donor investment
3). Pride in you parish
Promote a process that moves toward
building awareness of pledge contributions …
instead of one time gifts

17. Direct Mail Tools that have been used to increase Participation
Topic III
Tools that have been used to
increase Participation
Direct Mail
Terrie
1). Review of giving history mail to those who may have been away
2). Large Gifts should be acknowledged by Pastor
Consider mailing request for support to parishioners who do not have contributions recorded

18. Discussion on best practices
Topic III
Tools that have been used to
increase Participation
Discussion on best practices
Q & A
Group in teams five minutes

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

20. Final Appeal in-pew solicitation
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.
1 follow the steps

21. 1.Collect unpaid pledges by phone.
Topic IV
2014 DDF Final Appeal
1.Collect unpaid pledges by phone.
2. Collect unpaid pledges by sending mailers to home
Julio
1). Mission Advancement can provide sample script
2). Confirm with donor by Letter

22. Discussion on best practices
Topic IV
2014 DDF Final Appeal
Discussion on best practices
Q & A
Group in teams five minutes

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

24. Directly P.O. Box 3579 San Bernardino, CA 92413
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
Terrie
1). Pastoral center deliveries delay processing
2). Parish assistance- Need pledge cars and Authorization to cut the check
Do not send to the Diocesan Pastoral Center

25. Do not send to the Diocesan Pastoral Center
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
Terrie
1). Debits = Credits
2). Use excel spreadsheets
(template is available)
Do not send to the Diocesan Pastoral Center

26. Do not send to the Diocesan Pastoral Center
Topic V
Tools that we have to process faster and posting faster
Online Giving
Terrie
1). Fast, Simple-Better than credit cards
2). Limited exposure- No Fraud
3). Point Rewards
4).35% Increase last year
Do not send to the Diocesan Pastoral Center

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

28. Marching toward our Goal
Participation
100%
The story of the peso to dollar form me child hood
Making money and I wasn’t not happy
Full of fear off not be able to paid for bills
The call to help and to give
Happy I don’t worry about to
House keeping
Save the Date December,
Kick off party at the Pastoral Center
to release 2015 DDF Video
Material for the 2015 Annual Appeal
will be mailed to the
parish the last week of Noverber

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