1. 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

2. FCI Welcome  Thank You!  Foley Consulting, Inc.  Fundraising  Marketing  Stewardship  Organizational Development  Catholic Education Foundation  Advancement Seminar Series  Advancement Advantage Newsletter

3. FCI Enhancing the Parish/School Culture of Philanthropy  Reliance  Miracle/Mystery  Leap of Faith  Increasing Importance  Integration  Attitude/Philosophy  Culture of Giving  New Thinking

4. 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 

5. 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

6. FCI When You Say Philanthropy…  kindliness  benevolence  love of mankind  the practice of performing charitable or benevolent actions $

7. 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

8. 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

9. 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

10. FCI 2014 Total Giving = $358.4 billion Where does the money go?

11. FCI 2014 Total Giving = $358.4 billion From whom does it come? $ in billions – All figures are rounded

12. FCI Total Giving: 1973-2014

13. 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

14. WHY?

15. 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

16. FCI Philanthropic Shifts  Millennial (18-34)  Gen X (35-50)  Baby Boomer (51-69)  Mature (70+)  Competition  Technology  Expectations  Convenience  Loyalty

17. “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

18. 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

19. 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

20. 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

21. FCI Gratitude  Source  Large and Small  Common, Overlooked  Daily  Practices  Word Usage  Bravery  66%  Gratitude  49%  Humility  52%  Kindness  56%

22. FCI Best Gifts  Prayerful  Proportionate  Reflective  Joyful  Meaningful  Offertory/Annual Fund  Major Gifts  Bequests  Events  Capital Campaign

23. Dare We Say… TITHING

24. 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.

25. 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

26. 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

27. FCI Thanksgiving  Inspire  Demonstrate  Parish – School, School – Parish  20% – 67%  Giving Acknowledgements  Financial, Involvement  Heartfelt, Enthusiastic  Multiple Times and Forms  Season of Gratitude

28. FCI Wrap Up  Q&A  Insight, Wisdom, Suggestions, Ideas  Upcoming Opportunities  November 18 – Direct Mail  December 2 – Communication  Remember…

29. 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

30. FCI THANK YOU!

31. C ONSULTING, I NC. F OLEY Mary J. Foley Foley Consulting, Inc. foleymaryj@aol.com foleyfci@aol.com www.foleyfci.com 815-741-9888