For Christ Forever Capital Campaign - Block 2 Parish Kickoff Meeting June 21, 2013
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For Christ Forever Capital Campaign
Block 2 Parish Kickoff Meeting
June 21, 2013
For Christ Forever Capital Campaign
Cindy Bobruk
Executive Director and President
Orange Catholic Foundation
Welcome and Purpose of our Meeting
For Christ Forever Capital Campaign
Please hold all questions until the end of our
presentation. Questions will be addressed to the
group or one‐on‐one after the meeting.
Guidance In Giving, Inc. representatives will
remain after the meeting to talk with you.
For Christ Forever Capital Campaign
Bishop Kevin Vann
Thank You and Prayer
For Christ Forever Capital Campaign
God, our Heavenly Father we come to you in faith,
ready to bring about a
new and bold endeavor as we look to the future of our diocese.
Building up the Kingdom of God on earth is Your will and our privilege.
Please bless the efforts of this campaign: extending the work of
spiritual renewal in our church and community.
For Christ Forever Capital Campaign
Jesus, our Redeemer encourage and guide us.
Open our hearts to be generous because of our love for you.
Holy Spirit, our Sanctifier, empower us
to carry out your plan for this campaign.
May your goodness be upon us
and give success to the work of our hands.
Keep us ever mindful of the needs, mission and purpose of our local
Church that has faithfully served You and Your people. Amen.
For Christ Forever Capital Campaign Christ Cathedral Welcome Video
For Christ Forever Capital Campaign
Father Christopher Smith
Rector and Vicar for Christ Cathedral
Update on Moves to the Cathedral Campus
Importance of a Cathedral to
the Life of the Local ChurchFor Christ Forever Capital Campaign
Joe Zamorano
Guidance In Giving, Inc.
Block 1 UpdatePiggyback Parish Campaigns
• Four parishes have been approved to conduct a
Piggyback Campaign
• The Piggyback Parishes have guaranteed their 2013 PSA
goal and 75% of their Parish Target to the Diocese,
payable in quarterly installments over four years from
2013‐2016.
• The Piggyback Parishes are responsible for retaining
their own consultant, all campaign expenses and the
processing of all gifts made to the parish campaign
• All money raised above the guarantee remains with the
parish
10For Christ Forever Capital Campaign
Piggyback Parishes
• Holy Trinity
• Blessed Sacrament
• Our Lady of Peace Korean Center
• Our Lady of La VangFor Christ Forever Capital Campaign
Block 2 Parishes General Overview
• Meeting with GIG Campaign Representatives
• Parish Campaign Manuals
• Calendar Planning
• Parish Receptions
• Materials available in English, Spanish,
Vietnamese and Korean
• Direct Mailing from Bishop Vann including Pastor
Letter, Brochure and Pledge Envelope
• In‐Pew Appeal
• Follow‐Up EffortsFor Christ Forever Capital Campaign
Methods of Giving
• Pledges – Paid over a 3‐4 year period
• Cash, check, credit card
• Stock gifts
• IRA Charitable Rollover
• Bequests
• ACH or credit card payments set up online at
www.forchristforever.orgFor Christ Forever Capital Campaign
Donor Recognition Opportunities
• Donor Recognition Wall planned for all donors of
$10,000 or more
• Christ Cathedral Guild – Gifts of $100,000 or more
• Naming opportunities for gifts of $100,000 and
above
• Book of Remembrance for all campaign donors
• Donor Recognition Fact Sheet available by
September 1, 2013For Christ Forever Capital Campaign
Debbie Leaverton
Orange Catholic FoundationFor Christ Forever Capital Campaign
Block 2 Campaign Resources
• www.ForChristForever.org
• Resources available in English, Spanish and
Vietnamese
• Home page and online giving page
• Suggest to provide a Link from Your Parish Website
to the FCF website
• Good News Updates from OCF
• Orange County Catholic digital editionFor Christ Forever Capital Campaign
Orange Catholic Foundation provides:
• Acknowledgement Letters from Bishop Vann
• Reminder Statements
• Online Pledges/Payment Setup
• Ongoing PSA Payments applied to campaign for 2013
• Donor Reports online at Blackbaud Parish Dashboard
using parish login (passwords currently end in “2”)
• Leadership Code available through Pastor for full detailed report
• End of Year Tax Acknowledgement Letters
• OCF staff that speak English, Spanish, Vietnamese and
MandarinFor Christ Forever Capital Campaign
Brad Kimball
Orange Catholic FoundationOCF
FCF Fund Processing Lifecycle Capital Campaign
Parish Phase
Gift Processing
{Average Days to Process} View V2.0
• Define Funds Criteria \ Security \ Business Rules
• Create Funds in RE & Sage
Capital Campaign for Cathedral Acquisition ‐ GAP – Restricted
Capital Campaign for Cathedral Renovation ‐ Restricted • Setup Donation Page on FCF Website
Capital Campaign for Catholic Schools ‐ Endowment Restricted
Capital Campaign for Catholic Schools – Technology /Infrastructure Restricted Setup Fund • Add to Guardrails Rules
Capital Campaign for Greatest Needs Un‐Restricted • Update\Add Documentation
Capital Campaign for Priest Retirement Restricted • Campaign\Fund Supplies
F&M Lock‐Box:
• Sort & Scan Mail
• Inactivate Funds F&M = {1 Day} • Deposit (Cash/Checks)
• Write Off Pledges* • Image Files to OCF
• Remove Donation Page Close On‐Going Gift Entry OCF:
• Update Documentation Support OCF = {2 Days} • Enter & Commit Batches
• Check NC Interface
Phone Calls • Generate CC/DD payments
Follow up • Adjustments
Correspondence
Monthly FCF Donor Reports • FCF Donor Reports
• Summary Batch Reports {Day 3 or 4} • Acknowledgments Letters
• BBMS Journals Reconciling Reporting • Reminders (Statements)
• Bank Statements Ack Letters ={14 Days) • Tax Letters (EOY)
• Final Fund Specific Report Reminders ={EOM} • Fund Specific Guardrails
• Parish ACH TransferParish Donor Reports
For Christ Forever Capital Campaign
Joe Zamorano
Guidance In Giving, Inc.
PSA Goals/Parish Share and Donor IntentPSA Goals
First dollars received will be applied
toward 2013 PSA goalsPSA Goals
• 25 parishes have already met their PSA Goal
• Rebates will be paid quarterly after reconciliation
and audit of each quarter
• Quarterly reports provided to all parishes
(beginning in July for 2nd quarter)Parish Share - Gift Scenario once PSA Goal
Reached in Cash
• $100,000 donor from parish XYZ • Payments to parish made quarterly
• Gift received before parish reaches target by OCF (after parish has achieved its
• Gift will be paid annually over 4 years PSA goal in cash)
• Maximum allocation of $50,000 applied • Parish Share paid as follows:
• Gift is split as follows • Year 1 $3,125
• Parish target reduced by $50,000
• $50,000 split 25% to parish share and • Year 2 $3,125
75% to case statement elements as • Year 3 $3,125
cash is received • Year 4 $3,125
• 25% to parish share totals $12,500* • TOTAL: $12,500
• 75% to Diocesan Campaign Goals
totals $37,500
• Total Diocesan Share is $87,500
• ($50,000 plus $37,500 from split of
Maximum Allocation)Donor Intent
• Donor intent is the primary objective for all gifts
made to the campaign. The Code of Canon Law
and civil laws observed within the United States
stipulate that “offerings given by the faithful for
a certain purpose can be applied only for that
same purpose.”
• All donors who make a gift of $100,000 or more
in parishes conducting a “good faith effort”
qualify as members of the Christ Cathedral Guild.
• Donors sometimes make changes after making
their initial pledge.
• Have patience with pledge processing.
26For Christ Forever Capital Campaign
Father Steve Sallot
Outgoing Pastor, St. Edward the
Confessor Church
Incoming Vicar General
Sharing Best PracticesTricks of the Trade (or things we learned along the way!) • Put on your big boy pants • The train has left the station • Understand the Plan • Set your parish calendar a month ago • Communicate , giao tiếp, comunicarse • Jungle Boat Cruise
For Christ Forever Capital Campaign
Father Rudy Preciado, Pastor
St. Anthony Claret Church
Introducing our new Chair of the
Priest Campaign CabinetFor Christ Forever Capital Campaign
Father Jim Ries
St. Mary’s, Fullerton
Monsignor Art Holquin
Mission Basilica San Juan Capistrano
Comments from Block 1 PastorsFor Christ Forever Capital Campaign
Trudy Mazzarella
Director of Tour Ministry
Christ Cathedral Campus Tour
Ministry UpdateFor Christ Forever Capital Campaign Prayer
Heavenly Father, from whom every good gift comes,
we thank you for all your blessings bestowed upon us
especially for the gifts and talents of each and every member of
our Diocese.
We pray that all members of our Diocese will respond to our
For Christ Forever Campaign and give generously to
renovate our future Christ Cathedral campus,
support our retired priests,
and meet our ministerial, pastoral and educational needs.For Christ Forever Capital Campaign
Send us your Holy Spirit to guide our steps,
to strengthen our hearts, and fill them with enthusiasm
to keep building your kingdom of peace, justice and love
through our For Christ Forever campaign.
We ask this through Christ our Lord, who lives and reigns
with you and the Holy Spirit, one God forever and ever. Amen.
Our Lady of Guadalupe, pray for us.For Christ Forever Capital Campaign
Frequently Asked Questions
and AnswersFrequently Asked Questions
1. When the parish reaches its PSA goal and 25% share, how will this be
communicated? There will be a quarterly report issued after each
quarter has been reconciled and audited, by the 10th of the month
following the quarter (next quarter 6/30/13)
2. Are parishes able to see the progress on payments of pledges? Yes,
payments are applied and can be viewed by downloading a Parish
Donor Report on the Raiser’s Edge Parish Dashboard. The leadership
code is needed from the pastor to view full details of the pledge.
3. Will the rebate checks be an actual check or an ACH deposit? The OCF
will process an ACH deposit to the parish’s account, similar to the PSA.
4. Where can I get the leadership code if I need to access to the full
pledge information on the donor report? The leadership code will be
issued to all pastors who will need to give permission to campaign
leadership to receive the code. Pastors can ask for the code through the
OCF or their GIG representative.Frequently Asked Questions
5. Are reminder statements going to be sent? If so, when? Yes, once the
pledge has been processed, reminder statements are being printed each
month according to the requested payment schedule the week prior to
the end of the month to be received by the 1st of the month.
6. Are thank you acknowledgement letters going to be sent from Bishop
Vann or should the parish send them? Acknowledgement letters from
Bishop Vann are being sent no later than two weeks after receipt of the
pledge by OCF (average of 5 days from parish to OCF).
7. How will pledges be transported to the OCF? All pledges are to be
placed in the security envelope provided by your Guidance in Giving
representative and they will pick up the envelopes that will then be
transported to the campaign lockbox in Seal Beach.
8. Where should pledges be mailed after the campaign follow‐up is
completed and GIG representatives are no longer in the parish? All
pledges should be mailed to the Diocese of Orange Capital Campaign
Lockbox at P.O. Box 3860, Seal Beach, CA 90740 (pledge envelopes have
this address pre‐printed).Frequently Asked Questions
9. How is the OCF safe‐guarding credit card and personal information? The OCF
has internal policies and procedures approved by an outside auditing firm that
ensure strict confidentiality and security of all donor financial records and
personal information. The OCF offices are secured by card entry and all staff
have been trained on the handling of donor financial records and information.
10. If I cannot access my parish dashboard, who should I call? Please call the OCF
at (714) 282‐3025 or (714) 282‐3134 or email dgonzalez@oc‐foundation.org or
ywright@oc‐foundation.org.
11. My password doesn’t seem to be working – has it been changed? All
passwords have been updated to a “2” at the end of your parish password.For Christ Forever Capital Campaign
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