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OSV Innovation Challenge - An Interview with Dr. Matt Smith on the Petrus Development Show

In this episode, Andrew visits with Dr. Matt Smith, Director of Strategic Alliances at OSV Institute for Catholic Innovation. Andrew and Matt discuss the OSV Innovation Challenge that was launched in 2020 which is now accepting applications for its 2021 Challenge. Through this Challenge, OSV is “building up Catholic innovators by offering contestants opportunities for personal development, professional guidance, and idea incubation — and a shot at one of three $100,000 project prizes.” 

If you want to learn more or apply for your shot at a $100,000 prize, go to www.OSVchallenge.com for more information. 


Show Notes:

Our Sunday Visitor was founded in 1915. 

Rebranded in 2021 to the OSV Institute for Catholic Innovation. Which felt like it supported their vision in a clearer way. The 2021 Challenge opened to applications on February 1, 2021.

 

Innovation Challenge

2020 was the first year of the Challenge and it was highly...

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Introducing the PLC Ambassador Program

annual fund plc resources Dec 05, 2019

Do you want to attend the 2020 Petrus Leadership Conference in Breckenridge on June 7-10, 2020, one of the best annual conferences for learning Catholic and faith-based fundraising and leadership practices?

Do you know other people who might like to attend as well?

Would you like to earn money back on your conference fees? 

Well...have we got good news for you!

This year, we are introducing the PLC Ambassador Program for the first time ever. Don't worry...it's very simple.

When you register, you will be given a unique code. You can then share that code with your network. Anyone who registers using your code will receive a $15 discount. And the best part is that you will then receive a $15 refund on your conference fees! See...we told you it was simple. 

There is no max to how many people can use your Ambassador code, so the sky is the limit. If enough people use your Ambassador code, you could attend the conference for free! 

The two best aspects of the Petrus...

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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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RMDs: The Sleeping Giant of Fundraising

iras resources Oct 02, 2019

By Mary P. Walker, Petrus Blog Contributor


I love the TV show The Profit. Marcus Lemonis, a serial entrepreneur, invests in struggling businesses and offers advice on how to turn things around. Often even small adjustments in managing people, capital, or processes yield amazing results.

Following Marcus’ lead, I’m proposing a small tweak in your development efforts that could pay off big time! With just a bit of effort and minimal expense, you can educate and invite your partners in ministry to consider gifts from their IRA Required Minimum Distributions (RMDs).

The idea behind RMDs is that the government usually requires a person to “spend down” a retirement fund over the course of his or her life (exception, Roth IRAs). Of course, the government can’t predict when a particular person will die (and I for one am happy about that!), but it can use data to estimate a life expectancy. The amount a person is required to “spend down” by taking...

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Imagining Abundance: Interview with Kerry Robinson on The Petrus Development Show


Kerry Robinson, Global Ambassador, Leadership Roundtable


In this episode, Andrew visits with Kerry Robinson the Global Ambassador of Leadership Roundtable and author of the book, Imagining Abundance: Fundraising, Philanthropy and a Spiritual Call to Service. During their conversation Kerry details her experience working in development for the Catholic Student Center at Yale University and later goes on to describe the origins and legacy of Leadership Roundtable, packed with useful lessons along the way.



Show Notes:

  • Kerry Robinson was the first Executive Director of Leadership Roundtable, beginning in 2005.
  • Author of “Imagining Abundance,” published in 2014.
  • Past Experience with St. Thomas More Catholic Center at Yale University. Raised $75 million in their capital campaign.
    • She began at St. Thomas More at Yale in 1997 while she was pregnant with her second child.
    • She didn’t intend to work in development (or even to work full time). She wasn’t...
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Lectures, Metrics and Boards…Oh My: Interview with Jamie Cappetta on The Petrus Development Show


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.



Show Notes:

  • Jamie started his career as a street minister in South Boston. After some time discerning the priesthood, Jamie went to work at the Catholic Center at the University of Massachusetts – Amherst as the director of development. Jamie was later recruited to the Yale Catholic Center and then the Caruso...
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Selling the Sizzle: Interview with Frank Shannon on The Petrus Development Show


Frank Shannon, Executive Director of Development at St. Mary’s Catholic Center at Texas A&M University 


In this episode, Andrew visits with Frank Shannon, Executive Director of Development at St. Mary’s Catholic Center at Texas A&M University. Frank and Andrew covered a variety of topics, including Frank’s career before St. Mary’s, how he transitioned from 25 years in higher ed to a Catholic ministry and how the current campaign at St. Mary’s is going.



Show Notes:

  • Frank’s first job out of college was as a loan officer for the Stephenville Savings and Loan but left the S&L business to became a development officer at Texas A&M after a call from Bob Walker, Vice President for Development at the Texas A&M Foundation.
  • Frank’s training at Texas A&M mostly came from going on donor calls with Bob Walker and other senior development officers. It was during a meeting with Pat Zachry, long-time donor for A&M,...
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The Glorious Arena of Fundraising: Interview with Mike Perkins on The Petrus Development Show

 


Mike Perkins, President and CEO of Heroic Media 


In this episode, Andrew visits with Mike Perkins, President and CEO of Heroic Media about his career, what he has learned about fundraising and ministry along the way and how he came into his current role with Heroic Media.



Show Notes:

  • Mike began his career as a youth minister but was asked to help with fundraising projects along the way. When he was discerning how to support his growing family and remain in ministry, he received two invitations in the same day to consider working as a development officer.
  • Mike considers that his passion for ministry and his ability to articulate the needs and opportunities well were characteristics that other people saw in him and made them think he would succeed.
  • People sometimes equate philanthropy and sales but Mike believes they are very different. He never “pitches” prospective donors on giving to an organization, but he presents opportunities to support. Mike...
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Be Not Overwhelmed

prayer resources team Aug 28, 2018

The following is from the Petrus Annual Manual Weekly Emails. Visit the Annual Manual page to learn more about the Petrus Annual Manual.


Development is a demanding job, and it can be emotionally taxing.

Successful fundraising requires you to put yourself out there in a vulnerable way. If you are doing development right you are likely to find yourself in some uncomfortable or awkward situations. Fundraising also inherently requires some level of failure. No matter how you approach it, some percentage of your mailing list will ask to be removed each year. A percentage of people whom you ask for money will say “no” immediately, sometimes rudely. Some people may even start avoiding you, thinking that you are simply out to shake them down for money.

Most, if not all people who embark in development efforts experience moments of discouragement because of this.

However long that you have served in a development role now, you have dealt with some of these experiences. On top of...

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Words, Words, Words: Glossary of Fundraising Terms

resources Jul 10, 2018

As the practice of fundraising has evolved and become more professionalized and complex, many new terms have been created or repurposed that people unfamiliar with fundraising may not understand. For this reason, the Association of Fundraising Professionals (AFP) developed a complete glossary of terms to help individuals become more comfortable “talking the talk” of development. In this Annual Manual Guide, we have gathered the most common terms from that glossary (and added a few of others) to help anyone new to development understand the lingo.

The complete list of terms can be found at http://www.afpnet.org/files/contentdocuments/afpfundraisingdictionary.pdf


acknowledgment Written expression of gratitude for gift or service.

acquisition mailing (or prospect mailing) A mailing to prospects to acquire new members or donors.

advisory board A group of influential and prominent individuals whose association with a development program is calculated to lend luster and...

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