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Women in Philanthropy Episode 5 with Sandy Guzmán


Hosted by Tara Doyon, Director of Client Services and Sarah Rose, Director of Communications.


In this episode Tara and Sarah are joined by Sandy Guzmán, Senior Accounting Specialist at Four Leaf Financial and Accounting. They discuss the importance of finances in leadership. As well as how understanding the story the numbers are telling you allows you make decisions that will help your organization and your personal giving. 


Show Notes:

History

For many reasons, women have historically taken a backseat in finances. But today, we see that trend change. Whether because they are equal earners in the household or because they are needing to manage finances for themselves. 

 

Empower Women

The stigma needs to be removed that investments or taking care of your financial future must be done by men. The availability of information allows women to learn and do for themselves. This is not being taught in schools, but that doesn't mean that we can't still...

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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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Strategies for a "Successful" Appeal

By Mary Langley Hernandez, Executive Director of Advancement, Our Lady of Wisdom Church & Catholic Student Center in Lafayette, Louisiana


A successful appeal can provide an obvious financial benefit to a Catholic student ministry, be an excellent evangelization tool for benefactors and prospects, and educate that same audience on the latest great news about your campus ministry program. Appeals can also be perplexing. We wonder:

  • What will resonate with our audiences?
  • Is it worth the time to segment donors?
  • Should “the ask” be measured, or should we come out swinging for the fences?
  • Finally, is the return on investment of our time and financial resources worthwhile?

To find out, I analyzed three-years of Our Lady of Wisdom Church & Catholic Student Center’s Lenten appeals to see if there was a clear formula for success.

Snapshot of Lenten Appeal Year A, “Confession on a Secular Campus”:

We offer over 8 hours of confession a week and...

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Investing in Development

campus ministry roi Mar 05, 2019

By Andrew Robison, President of Petrus Development

This post was originally written for the CCMA (Catholic Campus Ministry Association) Fundraising Focus Newsletter.


People sometimes come to me and ask if it’s worth it for their organization to start fundraising. It seems like a fairly straightforward question that would solicit a straightforward answer from me, but I understand why people would ask the question. It’s not so much a question of “Should my organization have more money for our ministry?” That one is pretty obvious. I believe that most people asking that question are really asking “What will the return on investment be if we start fundraising?” In order to answer that, the Petrus team has put together a list of ten “returns” that come as a result of “investing in development.”

  1. Expansion of programming: In the words of Mike Perkins, President of Heroic Media, Inc., “When you have more money,...
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