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Women in Philanthropy Episode 5 with Sandy Guzmán


Hosted by Tara Doyon, Director of Client Services and Sarah Rose, Director of Communications.


In this episode Tara and Sarah are joined by Sandy Guzmán, Senior Accounting Specialist at Four Leaf Financial and Accounting. They discuss the importance of finances in leadership. As well as how understanding the story the numbers are telling you allows you make decisions that will help your organization and your personal giving. 


Show Notes:

History

For many reasons, women have historically taken a backseat in finances. But today, we see that trend change. Whether because they are equal earners in the household or because they are needing to manage finances for themselves. 

 

Empower Women

The stigma needs to be removed that investments or taking care of your financial future must be done by men. The availability of information allows women to learn and do for themselves. This is not being taught in schools, but that doesn't mean that we can't still...

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Success Strategies for an Online Giving Day


 By Mary Hernandez, Petrus Blog Contributor


 

Online giving days have been growing in popularity and reached compulsory status since the pandemic forced non-profits out of the rhythm of traditional in-person fundraising events. Whether you will participate in #GivingTuesday, her Catholic cousin #iGiveCatholic, or another online giving day that has traction in your region, these strategies can help to guide you in developing a successful online giving day plan.

 

RECOGNIZE AND BUILD YOUR TEAM

Online giving days are built to capitalize on the power of crowdfunding. First-time giving day participants can get discouraged after a poor showing on a giving day if their strategy consists of harnessing the power of the crowd by sharing a social media post (even a really compelling one) and expecting dollars to flow in. The crowd is a bit of a misnomer here. I rather liken a giving day to teamfunding. You may not know all the folks in a crowd, but you do...

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Don’t wait for a Class Gift, Start with Stewardship


By Mary Hernandez, Petrus Blog Contributor


 

Three Cheers for the Class Gift

The class gift tradition is widely recognized in educational circles. Schools have received benches, statues, fountains, trees, and other commemorative items from grateful grads. Many Catholic ministries have invited their graduates to consider participating in a monetary Class Gift. This type of Class Gift is one of the most significant ways for a graduate to leave a legacy, support future students who will find their home at the Catholic Center on campus, and participate in its mission. This initiative builds an automatic connection between the ministry and its alumni, leaves room for flexibility and growth, and naturally provides many opportunities for stewardship and alumni celebrations as giving milestones are reached. There is no downside to implementing a Class Gift in your ministry.

Learn More about the Class Gift

 

Teach Students to Give Early and Often

 

But why wait...

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Engaging Parents in Campus Ministry


By Mary Hernandez, Petrus Blog Contributor


Engaging Parents in Campus Ministry

College campus ministries across the country are working feverishly to welcome their flock of new and returning students. If we haven't thought of extending our hospitality to good ‘ole mom and dad, we should.

Once engaged with your mission, parents can become your ministry's biggest fan and promote it in their hometown and community. They can serve as dedicated prayer warriors, storming heaven for the students and ministry team. Parents can also provide vital financial support by supporting your mission with a monthly gift or funding a particular initiative.

 

First, a Proper Introduction

You may have an opportunity to meet new parents during a campus visit or by hosting an open house during move-in weekend, but by and large, you will introduce your ministry through mail or email.

Each semester should begin with a student registration process so that your Catholic center can acquire...

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Building a More Connected Church - An Interview with Matthew Warner on the Petrus Development Show

In this episode, Andrew visits with Matthew Warner, founder and president of Flocknote, a technology company with a mission to build a more connected Church. As part of this mission, Matthew is driven to understand and educate priests and ministry leaders on how to connect specifically with the middle 82 percent of Catholics. Those Catholics that are neither dynamic nor absent Catholics but, rather, somewhere in the middle in terms of involvement. Andrew and Matthew discuss communication, leadership, fundraising, ministry and even touch on a few favorite television shows of theirs. 


Show Notes:

Background

Matthew Warner is a fellow Aggie Catholic. Born and raised Catholic, was always good about going to Mass but wasn't sure that he always realized the gift that it was. 

After college, he began working and figuring out what his faith really meant to him. 

As he went deeper with his faith life, he was becoming more involved in the church and discovering the...

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Heroic Pastors; Amazing Parishes - An Interview with Kevin Cotter on the Petrus Development Show

In this episode, Andrew visits with Kevin Cotter, Executive Director of Amazing Parishes, a ministry of the church that offers instruction and education to pastors as well as coaching to help them develop a team around them to make their parish amazing. We all know and have experienced our church leadership transitioning over the years. Many priests and pastors struggle to know how to lead and how to build up an enduring leadership team that can survive those transitions, illustrating a point that parish leadership is so important and critical to the community and to the lives of the parishioners. In this episode, Andrew and Kevin dive into this issue as well as discussing the importance of the apprenticeship model in the church and the need for a strong prayer life both personally and professionally. 

Amazing Parish will be gathering for their 2021 conference in Kansas City on June 21-23. Please pray for everyone involved in that and if you want more information...

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Blueprint for Development: Infrastructure on the Petrus Development Show

In this episode we are introduced to the first of a four-part series "Blueprint for Development." This series will take you in-depth on how to create a successful development program and putting in place the building blocks you'll need to insure it's sustainability. Join Andrew and Petrus Consultant, Sarah Rose, as they dive into how to set up and create an infrastructure for your organization and your development goals. This "set up" is crucial to insuring that your foundation will remain strong over time.


Show Notes:

The interviews on this show are about identifying people who are leaders in development and how they've created programs that work. But we want to know what the building blocks are and how we get there. 

These episodes will be covering topics on Infrastructure, Communications, Annual Fund and Major Gifts.

There's so much focus on the here and now that it's hard to take the time to look into the future of what it could look...

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March Madness and Fundraising


By Mary P. Walker, Petrus Blog Contributor & Local Charity Board Member


March Madness and Fundraising

March Madness is upon us! I love basketball and I love this time of year. Winning teams have different strategies, and I can’t help comparing them to fundraising practices.

 

Big Star Strategy in Basketball

Over the past two years, a team I followed recruited a REALLY GREAT player. The coaches designed their game strategy around this player. Other players tried to get him the ball and let him score. The team enjoyed a level of success for a while. Then the players who wanted a more active role transferred to other teams. Also, at times, the star player had an off game, or got injured. The rest of the team had trouble stepping up to win.

 

Big Star Strategy in Fundraising

What can this teach us about fundraising? Big Stars in fundraising have the means and interest in making gifts that can jumpstart or transform your ministry. Focusing on them is a great...

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Virtuous and Responsive Fundraising - An Interview with Gabe Cooper on the Petrus Development Show

In this episode, Andrew visits with Gabe Cooper. Gabe is the Founder of Virtuous, a responsive fundraising platform designed to help nonprofit teams build better donor relationships and increase impact with confidence. Andrew and Gabe discuss the power of data and automation and how the ultimate goal is to be able to treat every donor as if they were a major gift donor. They also discuss how Virtuous came to be and their thoughts on the Church as a leader of innovation. 


Show Notes:

Welcome to Episode 79 of the Petrus Development Show. As a liberal arts major and a little more of a right brain thinker, I certainly appreciate stories, connections, imagination and things like that more than the analytical aspects of life. I have always said that I am so thankful for the engineers and mathematicians of the world because if I was in charge of building bridges or calculating long formulas or designing computer software, we would all be in big trouble. I kind of feel the...

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Worthy of Profound Generosity - Interview with Michelle Sutton on the Petrus Development Show

In this episode, Andrew visits with Michelle Sutton, Director of Development at the Duke Catholic Center.  They discuss a variety of strategies in fundraising within campus ministries. Talking about interacting and building relationships with their students, parents and community. And how to build a sustainable annual fund by creating long-term strategy.


Show Notes:

Michelle is a graduate of Duke University with a political science major. She spent her college summers working in Washington, D.C. and realized that a career in politics is not what she wanted. While at college she was very involved in student ministry and two months before graduation, was offered the Director of Development job at Duke Catholic Center. The first thing she did once accepting the job was to attend the Petrus Development Conference in 2012.

Duke Catholic Center

When Michelle became Director of Development in 2012, the center had 5 staff members and was...

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