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.
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.
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...
In this episode, Andrew speaks with Stan Guimont, Account Manager with Palmer Non-profit Communications, a commercial direct mail provider that works with the general non-profit world. Stan has been an account manager with Palmer since 2005. As an air force veteran, Stan began working in advertising in the mid eighties, then spent some time as a radio account executive. He then worked for a publishing company whose clients were mostly non-profits. Stan has found a fulfilling career with Palmer using his creativity and natural sales ability to help his clients. He demonstrates a deep and genuine care for his clients and their needs and provides a wealth of knowledge about direct mail best practices.
Keith Myers, Director of Advancement, St. John XXIII College Preparatory
In this episode, Andrew visits with Keith Myers, the Director of Advancement for St. John XXIII College Preparatory in Houston, Texas. Keith and Andrew discuss the importance of tying the ministry of development into forming stewards with intentionality of purpose. They highlight the importance of Christ at the center of that intention. Keith learned valuable strategies for success in development though his career, which included work in campus ministry, secondary education, higher ed and even IT supercomputer sales. These strategies include setting clear goals and tracking your data. Ultimately, being truly present to another person is of utmost importance.
John Flynn, Vice President of Philanthropy, FOCUS (Denver, CO)
In this episode, Andrew visits with the Vice President of Philanthropy for FOCUS, John Flynn. They discuss the impact that development can have on ministry as well as the importance of having a plan and a vision for your ministry. Two tools for success explored are the Case for Support and the Blue Ribbon Committee. Other successful development strategies are also highlighted. Most importantly, a development officer in the Catholic Church needs to be committed to a life of prayer and participation in the Sacraments.
By Andrew Robison and Jamie Cappetta, President of Our Savior Parish and Caruso Catholic Center at the University of Southern California
In the business world, setting goals, creating metrics and tracking progress is the name of the game if you want to succeed. Imagine if a Fortune 500 CEO was asked to discuss his or her goals for the upcoming fiscal year. What would the response be if they answered,
“We’ll probably sell more than we did last year. But I don’t really know how many we sold last year, so I can’t tell you how many we need to sell this year. And I don’t really know what we did that worked well this year, so I can’t tell you what we’re going to do better this year to sell more. And to be honest, why we did those things that I think worked well is a bit of a mystery to me, so I can’t tell you why we’re going to do those activities that I think helped us sell more.”
It sounds a bit ridiculous, and...
Jamie Cappetta, President of Our Savior Parish and Caruso Catholic Center at the University of Southern California
In this episode, Andrew visits with Jamie Cappetta, President of Our Savior Parish and USC Caruso Catholic Center. Jamie started his career as a street minister in South Boston but found his way into development thanks to an invitation from John Flynn, one of the co-founders of Petrus. In this episode, Andrew and Jamie discuss his career transitions, the great speaker series at Yale Catholic Center, his strong feelings about the importance of goals and metrics, the powerpacked board that he manages at the USC Caruso Catholic Center and much more.