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...
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.
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...
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.
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.
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...
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.
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...
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:
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...
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.
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...
By Tara Doyon, Petrus Director of Client Services and Senior Consultant
Like many in a development-related profession, I had planned on a career in “something else.” When money was needed for organizations and programs that I cared about, I discovered and honed my development skills.
Growing up, I was active in the local YMCA and taught swimming. After college graduation with a degree in recreation and park administration, I moved from the Midwest to Hartford, Connecticut to work for the Y there. Unlike the YMCA of my hometown, this Y served those in the inner city and faced great financial challenges. All employees were expected to participate in the fundraising effort.
My first experience in fundraising was a phone-a-thon for that Y in the 1990s. We had a list of people, and we cold-called them. We talked about our great programs, and asked them to make a gift. To keep us motivated, the Y recognized callers for their results....
By Mary P. Walker, Petrus Blog Contributor & Local Charity Board Member
Latest Information on Giving Trends
Giving USA 2021: The Annual Report on Philanthropy for the Year 2020 was released in June. This report on the state of philanthropy is LONG and comprehensive, so I picked a few findings that 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 and you can purchase the full report here.
More money was given last year than in any previous year studied, and about 5% more than in 2019. There are probably a number of reasons for this: (1) households whose incomes were NOT greatly affected by the pandemic, such as retirees on fixed incomes or those who stayed employed, felt a greater internal motivation; (2) investment value and the stock market recovery was high, which affects the wealth of...
In this episode, Andrew visits with Patrick Williams, Assistant Vice President for Academic Affairs at the Texas A&M Foundation. In the world of development and philanthropy, there are a handful of people who you know were just built to be amazing fundraisers. My guest today is without question, one of those people. From building long-lasting and meaningful relationships, to understanding the art & science of fundraising, to knowing what it takes to recruit, train and retain a passionate and effective workforce and to having the courage to ask for and secure multi-million dollar gifts, Patrick is amazing. This podcast episode is quite literally a master class in major gift fundraising and I know that you won’t walk away from this without a list of strategies for success.
Patrick is originally from small town Palestine, TX. He comes from a family of 14 kids and was a first generation college student to Texas A&M University.