Transcript Secretary for Institutional Advancement Search Committee

2012 IFRM & Catholic Appeal
Information Sessions
JANUARY 2012
1
Join the IFRM & Run a Strong Appeal
Why IFRM?
 IFRM parishes raise more revenue for their parishes through their
Appeal rebates by 94%
 The IFRM parishes reach their Catholic Appeal goals
– Please strongly consider joining this Phase
Why The Catholic Appeal?
 We are one church supporting each other to remain strong and
vibrant
 The Catholic Appeal benefits the parishes and the central ministries
 2012 Parish Appeal goal is $12.6M
 We can only achieve this goal with your leadership
2
IFRM Improved Financial
Relationship Model
Presented by IFRM Implementation Team
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
3
IFRM Agenda
 Implementation Team Presentation
– History of the IFRM
– IFRM Parishes – Phase One and Phase Two
– Current Model compared to IFRM
– Components of the IFRM
– Goals and Success Benchmarks
– Implementation Results
– Next Steps for Phase Three and Phase Four
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Phase One and Phase Two
Regions
South
Central
West
North
Merrimack
Total
Phase One
8
7
6
6
6
33
Phase Two
13
12
11
5
4
45
Schools
With
Without
Phase One
18
15
Phase Two
13
32
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
5
IFRM Phase One and Phase Two
Parish Size
Small
Medium
Large
Very Large
Phase One
4
24
3
2
Phase Two
9
31
1
4
 Parish Size is defined here by Mass attendance:
–
–
–
–
Small: 0-500
Medium: 501-1,500
Large: 1,501-1,900
Very Large: 1,901 and higher
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Current Model of Support
Current model of support has too many elements:
 Catholic Appeal
 Multiple Fees
– School Tax
– Hospital Chaplaincy
– Cathedraticum
– Audit Fees
– Real Estate/Facilities Fees
– Hosted QuickBooks Fees
– Boston Catholic Directories
– Communications Collection (50%)
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Current Model Issues
 Disparity between the parishes
– Support ranged from 2% to 35% of parish base revenue
 Produces division and inequity among pastors and parishes
– Lack of equity and accountability for parishes not paying
their fair share
 Parishes felt they were being “nickel and dimed” with the fees
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Components of Model
 Central Ministry Tithe
 Catholic Appeal
 Abatement Process
 Increased Giving Programs
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Central Ministry Tithe
Base Revenue Calculations – three year average of Offertory,
Offertory Monthly, Grand Annual and Net Rental Income
 Tithe - 10% of Base Revenue divided into twelve equal monthly
installments (5.3% parish w/school)
– Parishes saw a benefit to cash flow/budget from the equal
monthly tithe amounts
 Billing begins July 1st with detailed invoice together with the
monthly RCAB billing
– Every parish is working toward paying their fair share
amount
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
10
IFRM Catholic Appeal
 Assessment – 8% of base revenue paid directly by parishioner
donations to the Catholic Appeal
– Paid pledges that fall short of the assessment will be billed
to the parish over 6 months (January-June) through RCAB
monthly billing
– In 1st year of implementation to assist parishes in reaching
the assessment, the shortfall will not be billed for parishes
that followed Appeal best practices
 Rebates – Parishes receive a larger rebate percentage in IFRM
– FY 2013
• Phase One
60%
• Phase Two 55%
• Phase Three 50%
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Abatement Process
 Abatement Committee Members
 Review of Abatement Process
1. Central Ministry Tithe Abatement
2. Catholic Appeal Abatement
 Abatements Granted
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Goals of Implementation
 Improve the financial stability of both parish and
central ministries
 Establish increased support and communication between
parishes and central ministries
 Input into Central Ministry budget through Pastor Budget
Advisory Committee
 Move parishes to a more equitable system of support
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Defining Success
The success of the IFRM is defined as parishes meet the
following benchmarks:
4
Increase in parish income through increased giving
campaigns and Appeal rebates
4
Ability to absorb the monthly tithe into budget
4
Support is moving to fair share amount
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Success Benchmarks - Offertory
Phase One FY 2010 vs. FY 2011
Offertory increased 1% for non-IFRM parishes +$676,396
Offertory increased 11% for all IFRM parishes +$1.3 million
4
Parishes that ran an increased giving campaign sustained
a 12% increase +$1,344,394
4
Parishes that did not run an increased giving campaign
decreased 1% -$4,270
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Regional Offertory Increase
Regions
South
Central
West
North
Merrimack
Total
$
301,406
191,194
285,727
176,821
384,926
1.34M
%
8%
9%
14%
11%
15%
11%
 Parishioners did not withhold their Offertory donations as
a result of the parish joining the IFRM
 Increased Offertory campaigns successfully improved the
collections at the parish level
 Average Offertory increase per parish is $40,600
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Success Benchmark – Appeal Rebates
Phase One
 FY 2010 – rebates totaled $ 110,797 (old model)
 FY 2011 – rebates totaled $ 336,896 (IFRM 1st yr..)
 FY 2012 – rebates totaled $ 371,609 (IFRM 2nd yr..)
Phase Two
 FY 2011 – rebates totaled $ 205,979 (old model)
 FY 2012 – rebates totaled $ 512,051 (IFRM 1st yr..)
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Regional Appeal Rebate
FY 2012
South
Central
West
North
Merrimack
Total
Phase One
$176,788
$25,153
$112,322
$28,809
$28,537
$371,609
Phase Two
$170,257
$104,293
$174,300
$61,710
$1,491
$512,051
 IFRM parishes received a larger rebate from the Catholic Appeal
donations assisting the parish with their operating funds and
strengthening their parish budgets
 Average rebate per parish is $11,300
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Implementation Strategies
Parish Consultant will be assigned to assist you through the
implementation process
– Define and calculate base revenue
– Formulate the 2013 parish budget with IFRM financial
impact
– Consult on parish specific financial issues and unique
transitional concerns
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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IFRM Timeline – Phase Three
MARCH
JULY
 3/15 Fundraising Forum
 Tithe begins on CMB
APRIL
 March/April
Base Revenue Calculations Completed
 2013 Budget Prepared
MAY/JUNE
 Spring Increased Offertory
 1st Appeal rebates distributed
SEPT/OCT
 Fall Increased Offertory
 2nd Appeal rebates distributed
NOVEMBER
 Catholic Appeal Abatements Reviewed
JUNE
 Tithe Abatements
FEBRUARY 2013
 3rd Appeal rebates distributed
20
IFRM Website
Website for Communications
www.bostoncatholic.org/ModelImplementation.aspx
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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Contact Information
Parish Financial Services
DENISE MCKINNON – BIERNAT
ERIC LANDERS
Director of Parish Services
Parish Services Consultant
617-746-5685
617-746-5883
[email protected]
[email protected]
TRICIA FRASER
TOM LARNER
IFRM Project Manager
Parish Services Consultant
617-746-5882
617-746-5884
[email protected]
[email protected]
CONFIDENTIAL: RCAB CENTRAL MINISTRY & PARISH STAFF ONLY
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A Parish Perspective
Fr. Kevin Sepe and Rick Timmerman
St. Francis of Assisi Parish, Braintree MA
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2012 Catholic Appeal
Presented by the Catholic Appeal Team
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2012 Catholic Appeal Objectives
 To reach beyond our parish boundaries to help those in need
 To raise 50% of funds needed to support the 50 Central
Ministries of the Archdiocese
 To support the Ministries serving the Archdiocese in the
following ways:
– Enrich Parish Life
– Strengthen Families
– Investing in the Future Of Our Faith
– Advance Church leadership
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Central Ministries
Our Catholic Mission At Work
ENRICHING OUR
PARISH LIFE
Supporting our Priests and Deacons
 Clergy Personnel
 Clergy Support & Ongoing
Formation
 Permanent Diaconate
 Diaconal Life & Formation
Serving the Parish Community
 Pastoral Planning
 Office for Worship
 Spiritual Life Office
- Why Catholic?
 Office of Outreach and Cultural
Diversity
 Office for Persons with Disabilities
- Deaf Apostolate
- Airport/Seaport Chaplaincy
 Hispanic Ministry
Strengthening Parish Operations
 Parish Services
- Parish Financial Services
 Property Management
 Parish Support & Emergencies
 Human Resources
 Risk Management & Insurance
 Finance & Accounting
STRENGTHENING
FAMILIES
Building Stronger Marriages
 Marriage Ministries
 Natural Family Planning (NFP)
Renewing the Adult Faith Journey
 Rite of Christian Initiation of Adults
(RCIA)
Healing Families in Times of Difficulty
 Bereavement and Healthcare
Ministry
- Prison Ministry
- Hospital Ministry
 Pro-Life Office
- Pregnancy Help
- Project Rachel
 Tribunal
Preserving Catholic Family Values
 Parents Alliance for Catholic
Education (PACE)
 Massachusetts Catholic Conference
(MCC)
Promoting a Culture of Life
 Pro-Life Office
- Respect Life Education
INVESTING IN THE
FUTURE OF OUR FAITH
Teaching the Faith to Next Generation
 Office of Religious Education
 Catholic Schools Office
 Office for the New Evangelization
of Youth and Young Adults (ONE)
Catholic Youth Organization (CYO)
Athletic Ministry
 College Campus Ministry
Inspiring New Vocations
 Vocations Office
ADVANCING OUR
CHURCH LEADERSHIP
Supporting the Cardinal & Vicar General
 Cardinal’s Office
 Vicar General & Moderator of the
Curia
 Chancellor’s Office
 Regional Bishops Offices
 Delegate for Religious
Vocations to the Consecrated Life
 Canonical Affairs
 Archives
 General Counsel
 Communications & Public Affairs
 Institutional Advancement
 Finance
 Information Technology
 Ecumenical & Interreligious Affairs
 Professional Responsibility &
Oversight Office
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2012 Catholic Appeal
IFRM Parishes Run Stronger Appeals
 IFRM Parishes are 10% more successful in reaching Appeal goals
Parishes
# Parishes
CA Actual YTD
% of Goal
Phase 1
33
$ 1.7M
93%
Phase 2
45
$ 2.3M
101%
Total IFRM
78
$ 4.0M
97%
Non-IFRM
212
$ 6.8M
87%
Total Parishes
290
$10.8M
91%
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Catholic Appeal Results
IFRM Parishes Raise More Funds
 IFRM Parishes raise more for their parishes through
Appeal rebates by 94%
Parishes
Estimated CA
Rebate $
Phase 1
$371,609
Phase 2
$512,051
Total IFRM
$883,660
Non-IFRM
$55,850
Total Parishes
$939,510
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2012 Catholic Appeal What’s New
 Focusing the theme on the donor
 Highlighting real ministry stories
 New Catholic Appeal Branding
 Donor solicited funding for Increased Offertory program
for IFRM parishes for Phase III
 New Simplified Parish Goal Formula
 Stronger Appeal Coordinator Program
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2012 Catholic Appeal New Look
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2012 Catholic Appeal New Look
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2012 Catholic Appeal New Look
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2012 Catholic Appeal New Look
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2012 Catholic Appeal New Look
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2012 Catholic Appeal New Look
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2012 Catholic Appeal Website
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2012 Catholic Appeal New Goal Formula
 New formula for the Appeal goals has been simplified:
– Goal = 3 year avg. paid pledges or 8% IFRM assessment,
whichever is higher
3 Yr. Average
Paid Pledges
8% IFRM
Assessment
2012 Goal
Parish A
$40,000
$25,000
$40,000
Parish B
$25,000
$40,000
$40,000
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2012 Catholic Appeal The Goals
 Parish Goals: Revenue + 15% / Donors + 5%
REVENUE
DONORS
2012 Goals
% of Total
2012 Goals
% of Total
North
$2.4M
19%
9,992
23%
South
$2.9M
23%
9,768
22%
West
$3.7M
29%
11,101
25%
Merrimack
$1.7M
14%
7,602
17%
Central
$1.9M
15%
5,817
13%
Total Parish
$12.6M
100%
44,280
100%
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2012 Catholic Appeal
Parish Appeal Coordinator
 Parishes with Appeal Coordinators had greater Appeal success
– With Coordinator (70) – 98% of goal
– Without Coordinator (220) – 88% of goals
 Lay Volunteer serving as liaison between Parish and the
Appeal team
 Ensure Parish implements best practices
 Please solicit an Appeal Coordinator at your parish
– Regional training sessions late January/early February
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2012 Catholic Appeal
Running A Successful Appeal
 Pre-Launch: February 24/25
– Make your own pledge first
– Select a Parish Appeal Coordinator
– Prepare church & parishioners for launch of Appeal
 Launch Weekend: March 3/4
– Provide a strong Appeal homily or play Cardinal’s homily
– Distribute in-pew solicitation
– Answer questions about the Appeal after Mass
(Pastor and Appeal Coordinator)
– Encourage parishioners to give
• Complete in-pew self mailers
• Send in reply card from home mailer
• Give on-line at www.bostoncatholicappeal.org
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2012 Catholic Appeal
Running A Successful Appeal
 Post Launch - Ongoing
– Provide regular updates to parishioners
– Include Appeal bulletin announcements in weekly bulletin
(see Procedural Guide)
– Have a lay witness speak at all masses
– Ask the Catholic Appeal team for support
41
2012 Catholic Appeal
We Need You . . .
 Run a successful Appeal
 Complete Parish Selection Form before leaving
– Confirm your Parish Appeal Coordinator
– Need for Witness speaker
– Use of DVD and any equipment needs
42
2012 Catholic Appeal Timeline
JANUARY
MARCH
 Solicit Appeal Coordinator
 3rd & 4th Appeal launch
FEBRUARY
 1/29-2/12 Regional Appeal Coordinator
training sessions
 Coordinate witness talk from pulpit
mid-March
APRIL
 6th final Appeal goals to parishes
 16th first reminder letter sent from
Cardinal to non- donors
 15th Appeal materials sent to parishes
(procedural guide, in-pew mailers,
posters, brochures and DVD)
MAY
 15th first direct mail solicitation from
pastor sent to donors
 11th final reminder letter sent from
Vicar General to non-donors
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Contact Information Catholic Appeal Team
JACQUELINE MILLER
MARY DOORLEY
KATHLEEN DRISCOLL
Catholic Appeal Manager
VP Development
Secretary of Advancement
TEL: 617-746-5774
TEL: 617-779-3744
Institutional Advancement
FX: 617-779-3721
FX: 617-779-3721
TEL: 617-779-3740
[email protected]
[email protected]
FX: 617-779-3721
[email protected]
ARLENE DUBROWSKI
DAMIEN DEVASTO
Stewardship &
Chief Leadership Giving Officer
Donor Relations Manager
TEL: 617-779-3703
TEL: 617-779-3706
FX: 617-779-3721
FX: 617-779-3721
[email protected]
[email protected]
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2012 IFRM & Catholic Appeal
Information Sessions
Q&A
JANUARY 2012
45