successful catholic development in tough economic times 1 ispd webinar april 2, 2009 presented by:...

SUCCESSFUL CATHOLIC SUCCESSFUL CATHOLIC

DEVELOPMENT IN TOUGH DEVELOPMENT IN TOUGH

ECONOMIC TIMESECONOMIC TIMES

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ISPD WebinarISPD WebinarApril 2, 2009April 2, 2009

Presented by:Presented by:The Institute of School & Parish Development (ISPD)The Institute of School & Parish Development (ISPD)1-800-299-2393/www.ispd.com/[email protected]/www.ispd.com/[email protected]

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AGENDAAGENDA

I.I. Introduction and BackgroundIntroduction and BackgroundII.II. ISPD Observations: April 2009ISPD Observations: April 2009III.III. Development as a Frame of ReferenceDevelopment as a Frame of ReferenceIV.IV. 15 Major Tenets to Consider 15 Major Tenets to Consider V.V. 20 Specific Suggestions20 Specific SuggestionsVI.VI. ISPD ServicesISPD Services

• Frank Donaldson, President of ISPD• ISPD: National, Catholic Development Consulting Firm

headquartered in New Orleans, LA• 20 years in business• Works exclusively with Catholic schools, parishes and

dioceses throughout the country• Services include, but not limited to: Long-Range

Planning, Capital Campaigns, Total Stewardship, Engaging More People into the Life of Your Parish,Development Assessments, Feasibility Studies 3

PRESENTER and COMPANYPRESENTER and COMPANY

• ISPD Website: www.ispd.com• ISPD General E-Mail: [email protected]• Frank Donaldson’s E-Mail: [email protected]• ISPD Phone Number: 1-800-299-2393

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PRESENTER and COMPANYPRESENTER and COMPANY

• Many Catholic institutions throughout the country are facing economic challenges in the following areas:– Sunday collections– Annual Fund dollar goals– Student enrollment– Slow paying of tuition– Capital Campaign decisions– Substantial endowment investment losses– Job layoffs of parents, alumni, parishioners and others

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ISPD OBSERVATIONS: April 2009ISPD OBSERVATIONS: April 2009

• Some Catholic institutions have felt that hard-nosed decisions needed to be made and have done the following:– Laid off employees– Cut out the PR and marketing budget– Consistently sent direct mail pieces to stakeholders claiming

how tough things are for them and that parents, parishioners, alums, etc. need to give more money

– Added more fund-raisers– Preached more from the pulpit about giving more– Raised tuition to make up for any shortfalls

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– Pressed the “hold” button on capital campaigns saying that “now” is not a good time

– Raised registration fees and added on other ones in lieu of increasing tuition

– Frozen faculty and staff’s “cost of living” increases

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• What ISPD suggests is that we understand the present economic condition from an historical perspective as well as a reality perspective.

• Even in the recession years of recent times (1970, 1974, 1980 and 2001), giving in the non-profit world declined only an average of 2.7%.

• ISPD has observed downturns in the economy over our 20 year history and some of our best consults were with parishes and schools who concentrated on building relationships. In the long run, the financial shortfall was not damaging at all.

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• What a wonderful time to articulate your vision and mission and value to the community you serve.

• People will respond, and above all, they want to belong and become engaged in something that is meaningful, positive, and affirms their many gifts.

• Let’s delve further into this very interesting topic of “Successful Catholic Development in Tough Economic Times.”

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FRAME OF REFERENCEFRAME OF REFERENCE

Definition of DevelopmentDefinition of Development

The meaningful involvement The meaningful involvement

of people in yourof people in your

mission and vision mission and vision

for the future.for the future.

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iiss77IdentifyIdentify

InformInform

InviteInvite

InvolveInvolve

InvestInvest

ImproveImprove

ImplementImplement

FRAME OF REFERENCEFRAME OF REFERENCE

1. Be able to verbally, and in the written word, articulate the value of your Mission and Vision.

2. Perfect your “brand”.3. Sharpen your focus/build solid strategy.4. Stay the course – don’t panic.

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15 MAJOR TENETS TO CONSIDER15 MAJOR TENETS TO CONSIDER

5. Understand True Catholic Development.6. Invite your nucleus/solidify your base.7. Concentrate on one or more of the

following written plans: Strategic Plan for Development Enrollment Management Plan Customer Service Plan Affirming – Welcoming – Engaging People Plan Total Stewardship Plan 13


8. Take the proactive stance. Get out in the community. Consistently communicate with your ministry,

financial, organizational and institutional leaders. They need to see and hear from you.

Sell the vision to anyone who will listen. Blast the media with your plans for the future. Assure and affirm your staff.

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9. Understand “Critical Mass”.10. Build and solidify your Core Team.11. Understand that “Belonging Leads to

Believing”.12. Believe in the value of “people fuel “ –

people want to belong.13. Provide donors with options.

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14. Optimism has a certain energy that is contagious. Exhibit it.

15. Not doing anything (staying in a holding pattern) is often perceived as a show of weakness. People want to be part of winner.

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1. Freeze or reduce tuition.2. Lessen pulpit talks on financial crisis or

debt and increase ways to engage people.3. Focus on tuition aid and partial

scholarships.

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20 SPECIIFC 20 SPECIIFC SUGGESTIONSSUGGESTIONS

4. Hold “Flip Chart Sessions” with your “people” (60%-40%) and present them with realistic challenges.

Based upon the 12% drop in Sunday collections over the past year, what positive steps should we take in order to make sure we weather this economic storm we, and many others, are facing?

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20 SPECIIFC SUGGESTIONS20 SPECIIFC SUGGESTIONS

5. Invite the three Gifts: Gift of Prayer, Gift of Involvement and Gift of Financial Participation.

6. Begin parish phone outreach to all parish families inviting them to an event at the parish and also just to see how they are doing and if they need anything.

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7. “Go to Meeting” with alums from a specific class.

8. Help parents and alumni and others: Job Fair Business Card Directory Business Extravaganza

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9. Consider the use of interns for the development/stewardship office and efforts.

10. Create Gift Catalogs.11. Revamp your web site to include online

giving.12. Personally, in their home, visit new parish

and school families. 21


13. Arrange for a “Donor Huddle”.14. Provide donors with options

Installments Gifts in kind Longer pledge periods Special projects

15. Push Annual Funds for 10 month installments (September – June).

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16. Host Family Nights for parish and school families.

17. Start a Pastor/Principal/President Cabinet (February 2007 ISPD newsletter)

18. Host Input Sessions.

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19. Sponsor 2-3 fund-raisers that bring in good net dollars, bring people together in a social setting, and surface new leadership.

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20. Take advantage of offerings on ISPD’s Web Site: www.ispd.com.

Resource Section Workshops Free Webinars Free videos Free newsletters

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On-site Presentations on all of the topics we mentioned in this Webinar

Long term consultation One Day Workshops throughout the

country

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ISPD SERVICESISPD SERVICES

Make sure that the development director and his/her supervisor revisit the current job description in order to discuss expectations in our challenged economic climate. If that job description, with expectations, is not clear, what a wonderful time to get this squared away.

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“ “LAGNIAPPE” SUGGESTIONLAGNIAPPE” SUGGESTION

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QUESTIONS AND SURVEYSQUESTIONS AND SURVEYS

QuestionsQuestions

successful catholic development in tough economic times 1 ispd webinar april 2, 2009 presented by:...

Documents

president of ispd ispd

ispd observations

ispd services slide

ispd website

ispd webinar

ispd general email

ispd phone number

development assessments