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The Faithful Hairdresser - A Holy Donors Crossover on the Petrus Development Show

 

On this week's episode of the Petrus Development Show, we are hosting a crossover event that introduces you to another Petrus podcast called Holy Donors.  Holy Donors is a collaborative production between Petrus and RED-C Catholic Radio that tells stories of radical generosity that changed the world, and Andrew is excited to share the first episode of our Holy Donor's season featuring the Venerable Pierre Toussaint.  

 

 

Show Notes

Pierre Toussaint was born into slavery on the French colony of Saint Domingue (Saint Domingue was what we know today as independent Haiti), and he served as a trusted domestic slave to his master Jean Jacques Bérard.  When Bérard and his family fled Saint Domingue in the middle of the Haitian Revolution, they took Pierre Toussaint and his sister Rosalie with them to New York CityIn New York City, Pierre made a name for himself as a hairdresser and a philanthropist.   

 

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Required Minimum Distributions: A Case Study with a REAL Person


By Mary Walker, Petrus Blog Contributor


Cecilia (not her real name, but everything else is true) is an energized Catholic. She aims to
attend daily Mass and give her time, talent, and treasure to help others. She owns and maintains
her own home, and her son is “launched,” earning his own way in the world.

 

An accountant by profession, she retired 10 years ago at age 62 because that was the age of her
mother when she died. The decision to retire came after much prayer and discernment. With the
retirement plan from her job plus social security, Cecilia more than covers her expenses. In
addition, she has a traditional IRA, but because she doesn’t need those funds to live, she lets the
IRA money continue to grow.

 

Often, our senior benefactors, like Cecilia, view their IRAs as nest eggs—they don’t need the
available funds to live on, but they like having extra money for future expenses. However, when
they reach age 72, they MUST start withdrawing from...

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2021 Trends in Philanthropy

 


By Mary Walker, Petrus Blog Contributor


 

Latest Information on Giving Trends

Giving USA 2022: The Annual Report on Philanthropy for the Year 2021 was released in June.  The Indiana University Lilly Family School of Philanthropy researched and wrote the report. 

The following are highlights that I thought would interest Petrus clients and blog readers. The opinions expressed below are my own. If you would like more detail, summary information is available for free here. You can subscribe to the ENTIRE report here.

 

 

  • Strong Giving Trend in 2020 Continued in 2021

 

In 2020, the year that we adjusted our fundraising programs and expectations due to COVID, more money was given than in any previous year studied--and about 5% more than in 2019. See last year’s blog post for my analysis of why 2020 was a time of great generosity.

When adjusted for inflation, the amount given in 2021 was essentially flat. So, the bad news is that...

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Planned Giving in the Here and Now


By Mary Walker, Petrus Blog Contributor


Clarence, the wingless angel: We don’t use money in heaven.

George Bailey: It comes in pretty handy down here, Bub.

From the movie It’s a Wonderful Life.

 

Note: I am not a lawyer, and the following is not legal advice—just my perspective and experience.

 

Less than half of the adults in the United States have a will or other estate planning documents. Actually, that’s not quite true. All of us have a will—either one created BY US or one created FOR US by our state government. Do you think your state government would distribute your property the same way you would? 

 

If you haven’t made your own estate plans, please get busy on this—especially if you have minor children. Maybe you think you don’t have enough assets to worry about, or you’ve listed beneficiaries for your bank accounts and insurance policies. You still need a will and perhaps other estate planning...

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Virtue Stands in the Middle - An Interview with Mary Macuga on the Petrus Development Show

In this episode, Andrew visits with Mary Macuga, the director of the Catholic Foundation of the Archdiocese of Brisbane.  Mary has 22 years of experience in Catholic fundraising, and she and Andrew chat about the unique challenges of fundraising in different parts of the world and the universal need to be authentic and transformed in our fundraising.  

Show Notes

Background

Mary began her career in development at the Catholic Newman Center at Arizona State University.  During her years at Arizona State, Mary learned everything she could about fundraising, and she received her MA in Philanthropy and Development from St. Mary’s University of Minnesota.  After her years fundraising for the Newman Center, Mary worked for a Catholic foundation in Phoenix, and eventually, she and her family made the move to Australia where Mary took the position as director of the Catholic Foundation of the Archdiocese of Brisbane.

The Catholic Foundation (Archdiocese of...

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Development Stewardship: Prayer, Fasting and Almsgiving this Lent


By Mary Walker, Petrus Blog Contributor


One of my favorite Bible stores is that of Queen Esther. Her uncle urged her to go before her husband, the king, to plead for the lives of her people. Also, because she went to the king without being summoned, she risked being executed herself. Talk about a lot of pressure in that “ask!” To prepare, Esther, her maids, and her people fasted and prayed for three days. 

 

While the work we do in development is vital to the life of the Church, I don’t think any of us have risked our lives to meet our financial goals. And unlike Queen Esther, we probably didn’t humble ourselves with dung and ashes on our heads either! Yet, Esther’s story teaches us that a good cause alone, one that God no doubt supports, may not be enough to bring about his will. If we want to harness the power of God, the Bible tells us that prayer, fasting, and action are “tools” that impact outcomes. 

 

These tools...

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Viva Cristo Rey - An Interview with José Manuel de Urquidi on the Petrus Development Show

In this episode Andrew visits with José Manuel de Urquidi, founder and president of Juan Diego Network, a podcast network with over 70 shows highlighting Catholic stories for Latinos. Andrew and José discussed what José was thinking when he decided to launch a podcast network, what growing a podcast network has been like and how ministries and nonprofits can utilize podcasts to expand their mission.


Show Notes:

Background:

José is the oldest of six children. His parents were in ministry as he grew up in Mexico. As he grew up, he had a separation in his life between his church family and his school/social family. And it was in high school when he really started seeing the separation but it wasn't until after university that he began discovering how he could bridge the gap and create evangelization that would work for him.

 

Juan Diego Network

Currently, they have over 70 podcast shows as part of their network. A network typically...

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Sacred Starters - An Interview with Bill Woolsey on the Petrus Development Show

In this episode, Andrew sits down with Bill Woolsey, Founder and President of FiveTwo Network. They discussed the qualities of a good founder, mistakes that founders typically make and what it means to be a sacred starter. If you have started or are thinking about launching a new ministry or company, you definitely want to check this out.


Show Notes:

Bill has been a pastor since 1987, and he and his wife currently call the Land of Uplift in the Texas hill country home. He was always the evangelism guy and realized that the older the community, the older the members, the harder it is to break in and plant a new church. 

In 2009, he founded FiveTwo Network to support church planters and entrepreneurs of the church. 

In 2015, he left his pastoral placements and went full-time with FiveTwo. 

FiveTwo was named for the story of Jesus feeding the five hundred when a single young man gave what he had to further the mission of Christ. And that everybody who starts something...

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Donor-Centered Language


By Mary Hernandez, Petrus Blog Contributor


Your year-end appeal is about to get to the final proofing stage, and thankfully, there is still time to edit with a critical eye and include your donors as a key player in your messaging. 

 

Your appeal likely includes these elements:

  • Transformative faith experiences of one or more students
  • A recap of the number and kind of students involved this year
  • A summary of a particularly successful ministry outreach event or retreat 

 

These glory stories and positive growth statistics are important and good to share with the reader, and they will undoubtedly lift their spirits and be a cause for hope. Yet, it is essential to remember that appeals are about you [the donor] and us [the ministry]. Making the donor visible in your ministry’s story is critical to a successful appeal and strengthening donor engagement.  

 

I want to share some practical and real-life appeal examples with...

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Women in Philanthropy Episode 4 with Sister Kathleen Lunsmann

The Women in Philanthropy podcast is back! Hosted by Tara Doyon, Director of Client Services and Sarah Rose, Director of Communications. In this episode they are joined by Sister Kathleen Lunsmann, President of Support Our Aging Religious (SOAR). This great conversation includes female roles in leadership, donor centric development and how this can transform an "ask" into a mission to build the Kingdom. They also discuss the power of listening and the gifts it can bring to you and to your donor. 


Show Notes:

Sister Kathleen Lunsmann is the President of Support Our Aging Religious. 

SOAR is a non-profit based in Washington, DC established in 1986. The organization supports Catholic sisters, priests and brothers. Specifically those who are aging and need support. 

Elderly religious continue to re-invent themselves. For example, learning a new language in their 80s.

Sarah met Sister Kathleen through the Nonprofit Alliance, and the Catholic Development...

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