Ten Things I’d Wished I KnownWhen I Started This Job

Presented by:Br. Hugh P. Turley, FMS, CFREPaulette M. Karas, CFRE

Twelve

Br. Hugh BEFORE beginning Development work

About… MISSION1. Know your Mission

2. Know your Organization – strengths and peculiarities

3. You need passion for you Ministry

4. Listen to your gut

About… THE ROLE OF1. Leadership

2. Boards

3. Volunteers

4. Staff

About… ADVICE1. How to use Advice from

• Your Development Board• Your Donors

2. There is never a foolish question—avoids making costly mistakes

3. NCDC family is here to help

About… Donors

1. Know your audience2. Donor criticism3. Low response rates; lack of enthusiasm

over your mission4. “Your Donors are Our Donors”5. You can never say “Thank You” enough

About… PLANNING1. How to Plan and What to Plan

2. What I need to do first… and second

3. Baby steps

Mail MBRO: IDMI: MBRO: MBRO: IDMI: McKay:Code Appeal Actives MIR Request MIR to Final Counts Selects to Selects DBF MailPrefix Description Mailed to IDMI MBRO To McKay IDMI To McKay Drop Date

(Days from Drop Date ----->) -21 -19 -15 -14 -12 0NA01 Aug Appeal - Floor Repair + 2 Nic TBD 31-Jul-12 2-Aug-12 6-Aug-12 7-Aug-12 9-Aug-12 21-Aug-12NA02 Cold - 3 Nickels TBD 21-Aug-12 23-Aug-12 27-Aug-12 28-Aug-12 30-Aug-12 11-Sep-12NA03 Oct Appeal - Chapel Repair + 2NicTBD 11-Sep-12 13-Sep-12 17-Sep-12 18-Sep-12 20-Sep-12 2-Oct-12NA04 Christmas - Van 1 Nic & PC TBD 2-Oct-12 4-Oct-12 8-Oct-12 9-Oct-12 11-Oct-12 23-Oct-12NA05 Christmas F/U - Van 2 Nic TBD 23-Oct-12 25-Oct-12 29-Oct-12 30-Oct-12 1-Nov-12 13-Nov-12NA06 Dec Appeal-Heating Oil/Snow 1NicTBD 13-Nov-12 15-Nov-12 19-Nov-12 20-Nov-12 21-Nov-12 4-Dec-12NA07 Budget - 1 Nickel TBD 30-Nov-12 3-Dec-12 6-Dec-12 7-Dec-12 10-Dec-12 21-Dec-12NA08 Budget F/U-1 Nic+Yr of Faith PC TBD 18-Dec-12 20-Dec-12 31-Dec-12 2-Jan-13 3-Jan-13 15-Jan-13NA09 Easter - 2 Nic - Automatic Doors TBD 15-Jan-13 17-Jan-13 21-Jan-13 22-Jan-13 24-Jan-13 5-Feb-13NA10 Easter F/U - 1 Nic+Lenten PC TBD 5-Feb-13 7-Feb-13 11-Feb-13 12-Feb-13 14-Feb-13 26-Feb-13NA11 Cold - 3 Nickels TBD 26-Feb-13 28-Feb-13 4-Mar-13 5-Mar-13 7-Mar-13 19-Mar-13NA12 April Appeal - 2 Nic - Vision Care TBD 19-Mar-13 21-Mar-13 25-Mar-13 26-Mar-13 28-Mar-13 9-Apr-13NA13 May - 1 Nic+PC - Walk-in Frig TBD 9-Apr-13 11-Apr-13 15-Apr-13 16-Apr-13 18-Apr-13 30-Apr-13NA14 May - 2 Nic-Health&Welfare EquipTBD 30-Apr-13 2-May-13 6-May-13 7-May-13 9-May-13 21-May-13NA15 June Appeal-2 Nic-Storm Damage TBD 21-May-13 23-May-13 27-May-13 28-May-13 30-May-13 11-Jun-13NA16 Cold - 3 Nickels (2 Nic vs 3 Nic?) TBD 11-Jun-13 13-Jun-13 17-Jun-13 18-Jun-13 20-Jun-13 2-Jul-13NA17 July - 1 Nic+Marial PC-Seight AidsTBD 1-Jul-13 3-Jul-13 8-Jul-13 9-Jul-13 11-Jul-13 23-Jul-13

About… GROWING THE PROGRAM

1. Program does not grow as quickly as you hoped

2. Jumping onto a moving train (inherited programs)

3. Capturing potential donors

About… CONSULTANTS 1. How to use them

2. When to use them

3. Dependency

4. Listen to you gut. You know your people best.

About… VENDORS1. Types of Vendors

• Print shops• Mail houses• Product providers

2. Where to find them• Right here at the Conference• NCDC Membership Directory• Local community• Colleagues’ recommendations

About… OUTSOURCING1. Why outsource?2. When to outsource?3. What should you outsource?4. Who do you partner with?5. Costs involved – it’s less than

you think!

About… THE WORK1. The amount of physical work involved

2. Saying “no” is okay

3. Following your Development Plan

4. Love what you do

About… SOCIAL MEDIA1. The role social media has in fundraising

2. Multi-channel approach to fundraising

3. Your website and online donations

4. Direct mail vs. online fundraising

About… Acquisition1. What is it

2. How does it work

3. How to grow

4. Resources needed

Sent Cold piece R-rate Avg Gift

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Acquisition - Sample Data

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Contact Information

Br. Hugh P. Turley, FMS, CFREPaulette M. Karas, CFRE

The Marist Brothers4200 West 115th StreetChicago, Illinois 60655(773) 881-5343 - Br. Hugh(773) 881-5375 - Paulette

Email: maristbr@aol.com