1

We need money!

How do we raise it? How do we do it Spiritually?

2

Decision-MakingQuestions

3

Operating Revenue(i.e. maintaining a Balanced budget

Debt Reduction

Minor Capital(i.e.new roof, windows,

boiler)

Offertory Improvement

Program

Special Project Campaign

Capital CampaignMajor Capital(i.e. new church, school,

meeting place)

3 to 5 timesannual

Offertory Income

$100,000 to 1 timeannual

Offertory Income

Fixed Amount Every WEeek

Debt ReductionDetermine reason

AndChoose CASE

Special Event

$20,000 to $50,000

CASE(why $$$ needed)

AMOUNT NEEDED

4

Do CASE and AMOUNT NEEDED

point to same box?

YES

Proceed ToAppropriate

Toolkit

NO

CLARIFICATION NEEDED

Discuss withParish Council, Finance Council

and/or Development Office

Restart

NO YES

Parish Versed in The SpiritualityOf Fundraising

Learn aboutThe SpiritualityOf Fundraising

5

The Capital Campaign Toolkit

6

Board of Consultors’Approval

FormParish Review

Committee

Committee Prepares

RFP(sample attachment 3)

Committee Reviews Diocesan

Capital Campaign Policy(attachment 1)

Committee Reviews ListOf Approved

Vendors(attachment 2)

YES

Send RFP to5 or more Vendors

NO

CommitteeInterviews

at least 3 Firms

Committee ChoosesFirm

Firm Conducts

Feasibility Study

Committee Reviews

Feasibility StudyFindings

Positive - Proceed

Negative - STOP

OBTAINAPPROVAL

Hire Firm&

Conduct CampaignWe need $$$. What next?

7

Special Project Toolkit

8

Board of Consultors’orAdministrative

Approval

Conduct Campaign

Without Counsel

YES NO OBTAINAPPROVAL

ConductCampaign

With Counsel

FormParish Campaign

Committee

FormParish Campaign

Committee

Committee Reviews Diocesan

Campaign Policy(attachment 1)

Committee Reviews Diocesan

Campaign Policy(attachment 1)

9

YES YES

Develop aGiving Tree

Establish aRealistic Goal

Identify & Research Major Donors

Committee Reviews ListOf Potential

Vendors(attachment 2)

Committee ChoosesFirm

CommitteeInterviews

Firms

10

DevelopCampaign Timetable

Finance CouncilPresentation

SendFollow-upMailings

Conduct In-Pew

Solicit Leadership & Major Gifts

Training for Leadership Asks

Prepare CASE &All Materials

(attachment 3)

Witness Speakers

Thank You & Begin Billing

Pastor Presentation

11

Offertory Improvement Program

Toolkit

12

Use Consultant

FormParish Review

Committee

CommitteeInterviews

Firm(s)

Committee Reviews ListOf Approved

Vendors(attachment 2)

Committee Prepares

RFP

YES

Committee ChoosesFirm

NO

Hire Firm&

Conduct Campaign

13

Do Campaign Yourself

Gather Scriptural, Weekly Bulletin and Petition Resources & establish e-Giving Protocols *

Weekend 1Finance

Council Presentation

Weekend 2Pastor Presentation

Weekend 3Witness Speaker and Letter Sent

to all Parishioners *

Weekend 4Commitment

Weekend

Week 5Follow-up Letter with Envelope *

Thank You letters & Tracking of Results * * These materials and/or samples

are available by contacting the Office of Stewardship

14

Special Events Toolkit

15

Guaranteeing Our Future

16