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To the Next Level - Interview with Josh Whelan on the Petrus Development Show

In this episode, Andrew visits with Josh Whelan, Vice President and Senior Consultant of Petrus Development. This is the first episode of Season 3 for the Petrus Development Show. In this episode, we get to know Josh and hear some of his history which has led him to his work today. Andrew and Josh talk about Josh's experience in development and philanthropy. As well as Josh's faith and how to find the best practices for your organization and, ultimately, your personal journey. 


Show Notes:

At the time of this interview, Josh is celebrating his one year anniversary as VP of Petrus Development.

Josh attended the University of Mississippi and graduated in 2004. He worked for 1 year in psychology clinic and realized that while he wanted to help people, he did not what to help as a psychologist. He went back to school and earned his masters degree.

After his Master's Program he worked for the University of Mississippi Foundation. Then as the VP of sales for small company...

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The Infinite Game of Fundraising


By Andrew N. Robison, President of Petrus Development and Jason Shanks, President of OSV Institute


“A business that makes nothing but money is a poor business.” - Henry Ford 

Toss the ball. Grab some jacks. Move your piece here and chute down the ladder. Have you ever considered the fact that life is a game? Do you ever feel like you are in a big game of checkers? Or Don’t Break the Ice? 

And what about other aspects of life? Is the world of business a game--with winners and losers? Is ministry a game? Were Saints Benedict and Dominic playing a game? Or Mary and Martha? 

In his book, The Infinite Game, Simon Sinek explains that we are all playing a game...in ministry, in business and in life. But what type of game are we playing? According to Sinek, there are two types of games: finite and infinite games. So what is the difference?


THE FINITE AND THE INFINITE GAME

Finite games, like football and chess, have winners and losers. The rules of the...

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The Summer of Loving Monthly Donors


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


Where I live, we can now attend Mass in a socially distant way. Attendance is less than half of what used to be “normal.” At the offertory, instead of a pew collection, the priest reminds us to please drop off our donations as we leave. 

 

Right now, pastors and directors of ministry are really loving their monthly donors. THIS summer is the PERFECT time to “share the love” through appeals to grow your base and ask your current monthly donors to prayerfully consider increasing their gifts.

Your benefactors understand that cash flow can be the difference between thriving, surviving, or dying. If they haven’t experienced a loss of income, they know people who have. They’ve seen businesses and nonprofits in their communities struggle and even close their doors. Your benefactors do not want that to happen to your ministry. So—it’s time to share...

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108 Hours: How Petrus Used Zoom to Adapt to COVID

108 Hours...

No, this isn’t an intro to how I got stuck hiking in a Utah canyon, rather, it’s about Petrus that went from 12 hours of digital content to 108 hours’ worth of Zoom calls in 3.5 months because of a worldwide pandemic!

So what else could you do in 108 hours??

  • Drive coast to coast 2.4 times
  • Play 31 rounds of golf
  • Watch 72 Disney movies
  • Ride 3,465 roller coasters...

When I say we did 108 hours of Zoom calls, that’s what we pulled off. Now, I love roller coasters, and I have two girls and a little boy who I watch my fair share of Disney movies with; but 108 hours is a lot of time. How did we pull it off? Why does it even matter? And weirdly what does it even mean?

Lesson 1: Don’t be afraid to put yourself out there and attempt new ideas.

The first sign that things were going to be different came on March 11, 2020, when the Archdiocese of Seattle suspended all public Masses to prevent the spread of coronavirus. Many of the ministries...

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Capital Campaigns - Interview with Matt Bond on the Petrus Development Show

In this episode, Josh Whelan, Petrus Vice President, visits with Matt Bond, Director of Development at St. John's Catholic Student Center at Oklahoma State University. They discuss the current Capital Campaign that is taking place at St. John's Catholic Center. They will discuss the $25 million campaign to build a new Church and Student Center, expand the campus ministry team and establish an endowment.  They have raised over $15 million in gifts and pledges and will launch the campaign to the public in September. In this interview, you will learn steps to launching a campaign and get insight into what to expect. This interview originally took place during the Petrus Virtual Conference 2020.


Show Notes:

This will be a broad overlay of the campaign along with Matt’s unique viewpoints.

 

Matt Bond

Matt graduated from Oklahoma State University with a degree in business administration and a minor in accounting. After graduation he spent 2-3 years flipping and selling...

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Petrus Virtual Conference 2020 Recap

In this episode, the Petrus Team recaps moments from the Petrus Virtual Conference 2020. From recalling their favorite quotes and stories from the speakers to epiphany moments, they unpack it all. Don't miss out for their take-aways and how you can continue to be "Always Forward" in your ministry, especially in these uncharted times.

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Getting Appointments - Interview with Joe Hendrickx and Frank Cummings on the Petrus Development Show

In this episode, Andrew visits with Joe Hendrickx, Major Gifts Officer at St. Paul's Newman Center at NDSU and Frank Cummings, Director of Development at School of Faith. They discuss how to make calls and get appointments with donors and potential donors. They talk about the anatomy of a phone call and walk through different troubleshooting ideas when the donor says no. And how to deal with motivation versus action. Frank and Joe presented this talk at the Petrus Virtual Conference 2020.


Show Notes:

Frank: You need to love your cause. When you get on a call, you have to lean into why you love your organization. And when you are having a bad day at work, you lean into how to help those find joy in giving. 

Cold calling is a formation of virtue. It's building mental toughness. 

Set an activity call. Frank sets 2 visits per week and keeps calling until he fills his calendar for the month. You need accountability set up for you in your organization and separate from...

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A Case for Support-Raisers


By Matt Aujero, Campus Minister at The Catholic Student Center at University of Maryland


This past week I attended a three-day virtual conference on fundraising put on by Petrus Development.  Watching hours of online webinars one would think it would leave me exhausted and “zoomed-out”.  Instead I felt energized and renewed.  More importantly, I cannot deny that the content was striking my soul.

On day three, in the middle of the conference, I “left” to go to a virtual orientation for freshmen at University of Maryland to represent our Catholic Student Center.  On that call were two other Christian ministers.  One asked me (divinely timed?) how I go about fundraising.  I found I couldn’t shut up!  This inner joy in me came out of me like an open fire hydrant.  In a half hour,  I was sharing as much advice and stories as I could about our fundraising efforts at the CSC for the past four years.  I...

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How to do Donor Zoom Calls - Tara Troy Doyon on the Petrus Development Show

In this episode, Tara Troy Doyon, Petrus Development Consultant, engages us with 10 tips for Donor Zoom Calls. This Petrus Lunch and Learn session is so helpful in wading through all the changes we are dealing with in this new time for fundraising. Tara breaks the process down so easily and makes it achievable. Let us know what tips you try.


Show Notes:

Tara's 10 Tips:

1. Outline what you want to say

  • Have cue cards
  • Have a compelling story
  • Make sure you are clear on the ask project & amount

2. Practice your session

  • Talk through different scenarios, be prepared to totally shift if they   deliver bad news
  • Test computer audio & video
  • Redirect your eye to the computer camera

3. Create an appropriate environment

  • Be aware of background and surroundings, including lightening.  Play   around with different settings
  • Minimize noise distractions such as children or pets, or cell phones

4. Dress professionally

  • Wear muted color clothing, no...
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6 Suggestions for Maximizing your (Virtual) Conference Experience

 


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


Most conferences offer a combination of (1) “how to” knowledge; (2) leadership development; (3) hope and support for the challenges the attendees face; and (4) insight, trends, and directions in the industry. The Petrus Virtual Conference (June 8-10), for example, offers programs in all these categories, plus opportunities to worship and honor God—something not found in MOST conferences!

Over the years, I’ve attended many conferences, on many different subjects. Just about all my conference experience has been in the physical world. That is, you get out of your normal environment, travel offsite, stay in a hotel, and attend various events. Eventually, we WILL return to that model. Yet, some of that model can be adapted to the virtual world, where, at least in the near-term, we will be “attending” conferences.

For quality content, virtual conferences have a great...

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