1. Charity and Development Appeal
2017 CDA Leadership Training
January 2017
Charity and Development Appeal
Parish Leadership Training

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

3. 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

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

5. Solicitation Mailings
November 2017
Direct Mail
February 1, 2018
Late February 2018
Possible
April 2018

6. 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

7. 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

8. 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

9. 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!

10. 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

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

12. 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

13. 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 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

14. 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

15. 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.

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

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

18. Processing Pledge Cards
Looking up Diocesan ID#’s
Every parish will receive a listing of parishioners (preferably …)
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
$100.00
15859
Mr. & Mrs.
John Q.
Smith
, Jr.
Susan
6903 W Sunnyside Dr
Glendale

19. 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

20. 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

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

22. Payroll Deductions Payroll deductions are now handled through Bswift
Log in to your BSwift account at
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

23. Reporting
Feb. 1
Registered Parishioner Report around February 1
Feb. 13
Weekly ed 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

24. 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 s

25. Contact Us Director of the Charity and Development Appeal
Lisa Wentz
Director of the Charity and Development Appeal
Vanessa Rivera
Administrative Assistant
(Bi-lingual) –
Pledges Line
dphx.org/cda
Online

26. A Campaign for Discipleship and Evangelization

27. 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?

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