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Blueprint for Development: Annual Fund on the Petrus Development Show

In this episode, the Blueprint for Development series is on it's third installment. Tara and Sarah are back with Annual Funds, also known as an operating budget or director's fund. How can you create a new or sustainable development program that doesn't depend solely on that one event or those 1-2 major donors? Tara and Sarah give some great starting tips on making that change from dependence to sustainable. 

If you missed the first two episodes in this series, you can find them here:

Blueprint for Development: Infrastructure

Blueprint for Development: Communications


Show Notes:

Tara and Sarah are back in this third installment of the "Blueprint for Development" series, discussing Annual Funds, aka operating budget or director's fund. 

This is your general operating funds that come in from donations. Funds that you can generally count on as part of your general budget. 

Due to 2020, there's a need to look more critically at annual funds. Parishes especially have...

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Holy Donors: The Ten Percent Club - An Interview with Greg and Julie Stevens on the Petrus Development Show

In this episode, the first of our Holy Donor Series, Andrew visits with Greg and Julie Stevens. Greg and Julie live in Lincoln, Nebraska. They both attended University of Nebraska-Lincoln and were very involved at St. Thomas Aquinas Newman Center. This young couple has an approach to tithing and charity that is remarkable and a little counter-cultural, even among faithful Catholics. Through this conversation, Andrew was inspired to evaluate his attitude towards giving, even with over 15 years in the development industry. Hopefully you will walk away inspired as well.


Show Notes:

Background

Greg is a Physician’s Assistant in dermatology and Julie is a stay at home mom to baby Isaac. They are both are cradle Catholics and they both went to Catholic school and University of Nebraska Lincoln. And Greg continued on to University of Nebraska Medical School. 

Growing up, they both remember seeing their parents involved in the church and give every Sunday...

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Stewarding God's Gifts - Interview with Caitlyn Kano on the Petrus Development Show

In this episode, Andrew visits with Caitlyn Kano, Executive Director of Compass Catholic. They discuss how we can be generous to our specific capacity and not a perceived capacity of giving. They talk about how even though 10% tithing is a fantastic goal, we are still called be to be stewards of the other 90%. And that once we unite our financials and our faith, we can answer yes to what God calls us to without hesitation.


Show Notes:

Caitlyn Kano is the Executive Director of Compass Catholic Ministries. She is local to Las Vegas, a military spouse of 17 years, mother of 4 children. When her oldest was 1 year, she was ready to do something more and began to volunteer with a non-profit. Over the years, she began to feel a disconnect between her work and her faith and felt called to tie the two together. Two years ago she reached out to Compass Catholic and began working on a money coaching ministry. In March of 2020 she was invited to become the Executive Director. 

Compass...

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Opened Envelopes, Opened Hearts: Interview with Stan Guimont on The Petrus Development Show

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.



Show Notes:

Stan has been an account manager with Palmer Non-profit Communications since 2005.
 
 
Palmer Non-profit Communications is a commercial direct mail provider that works with the general non-profit world, faith based organizations, etc.
 
 
He does a...
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Continuing the Legacy: Interview with David Pederson on The Petrus Development Show


David Pederson has been the Director of Development for the Catholic Community Foundation for the Diocese of Phoenix since 2013. He has worked in development for over ten years at multiple Catholic campus ministries and the Diocese of Phoenix. In this episode, Andrew and David explore the basics of planned giving: What is it? What types of gifts are made in this type of giving? As well as how to approach donors about planned giving and how to begin a program like that at the Catholic Community Foundation for the Diocese of Phoenix. David offers practical advice for the development professional wanting to explore planned giving as an option for future growth of their ministry.



Show Notes:

  • David Grew up in Minnesota. Non Catholic. Went to Minnesota State University in Mancato. Met his wife, who was Catholic and asked him to come to Mass with her.
  • Not a big enough space in the Newman Center for Mass.  Got involved at the Newman Center and he started talking with the priest...
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Planned Giving: Learn, Connect and Grow


By David Pederson, Director of Development, Catholic Community Foundation for the Diocese of Phoenix


Many times in a smaller organization we think a planned giving program is saved only for large universities and hospital systems with what seems like limitless financial and staffing resources. One can only dream of having the capacity to take on such a thing. However, there is a place for a program that highlights ultimate gifts in any size organization.

To get started, remember what you already know. As a development professional, you already know about forming meaningful relationships and how to talk to people about supporting your mission. The next part is to get familiar with some of the nuts and bolts as well as expanding your reach through a network of professional advisors.

Time to Learn

First, look online at organizations with successful programs and read about the different types of gift options available. Many times, you can start your search at your local Catholic...

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Q&A With Andrew Robison

Q&A with Andrew Robison, president of Petrus Development

Andrew Robison, president of Petrus Development sits down and answers some questions about his new role and his vision for the future of higher-ed fund development.

What is the most important role of Petrus?

Petrus Development exists for one major reason: to help our organizations raise more money so they are better equipped to offer more ministry and bring more people to Christ. The organizations that we work with are good organizations doing good work. They are run by good people with hearts for Christ and for the Church. Our role is very simple. We want to help them hire passionate people with the potential to become great fundraisers and then train and equip those people to lead their development programs to new heights. I believe that we can provide inspiration and information to help our clients create a vision for greatness, possibly visions that they’ve never even imagined. But that is not enough, we must...

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