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Developing a Plan

Implementing a year-round fundraising strategy is crucial to ensure a steady flow of funds for your parish's mission and activities. By reviewing and following the outlined schedule below, you can have impactful fundraising.

Your Advancement Director can help!

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A Year in Review

Impact Newsletter #1 (February):

  • A newsletter focused on a parish statistics, the number on baptism, confirmations, funerals, weddings, and other valuable statistics.  

  • Mail or email the newsletter to parishioners.

Annual Appeal (February):

  • This is the kickoff to the annual appeal. Exact dates will be provided.

  • Expect an announcement and commitment weekend.

Mini-Campaigns (April and May):

  • This period is reserved for smaller fundraising campaigns and special projects.

  • Activities may include campaigns for specific projects, legacy giving opportunities, and initiatives to promote online giving. You advancement director can help lead and advise on these types of projects.

Impact Newsletter #2 (June):

  • A newsletter focused on a parish ministry and the leaders/volunteers that make it happen.

  • Mail or email the newsletter to parishioners.

ADV Check-in (July or August):

  • A strategic meeting with your Advancement Director to discuss various aspects of offertory and fundraising, such as:

  • Reviewing top givers and discerning trends in offertory contributions.

  • Planning out the offertory program dates for the upcoming period.

  • Preparing and ordering materials for offertory campaigns.

  • Evaluating the appeal performance to date.

Annual Report (August - September):

  • To build trust and transparency, to potentially increase Offertory giving, and to foster a stronger community, it’s recommended to provide your parishioners with an annual report, offering a concise overview of activities, achievements, and finances. 

  • Template and samples available.

  • Mail the report in August or September before starting the offertory program.

Offertory Program (September - December):

  • A structured program that includes:

  • Mailing a letter from the pastor to the parish community.

  • An Announcement and commitment Weekend.

  • AOB provided resources for social media, homilies, announcements, letters and emails.

  • AOB will pay for Prayer cards, In-pew commitment cards and posters.

  • AOB can help coordinate mailing and organizing printing.

Giving Tuesday (December 3rd, 2024):

  • A call to action for parishioners to contribute on Giving Tuesday, a global day of giving that occurs after Thanksgiving.

  • AOB will provide resources to promote parish giving.

Additional ideas for Success

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