Essential Resources for Parish Fundraising and Budgeting

1. Annual Budgeting Tool

Take the guesswork out of parish budgeting with easy-to-use templates designed to keep your finances organized and mission-focused.

• Includes: Expense tracking, revenue planning, and revenue tracking, along with sample tabs to show you how to use the tool.

2. Sample Appeal Letters & Newsletters

Craft donor communications that inspire generosity and highlight your parish’s impact with professionally written, customizable templates.

• Perfect For: End-of-year giving, special project appeals, and stewardship campaigns.

3. Sample Thank-You Call Script

• What’s Inside: This sample script will guide you through how to approach a thank you call to a donor who has recently made a gift. Make them feel appreciated, and they will keep giving!

4. Fundraising Event Checklist

This event task checklist will keep you on schedule and help ensure your parish's fundraising event runs smoothly.

• Includes: A checklist of all the main tasks that must be accomplished to execute a successful event.

5. Planned Giving Cheat Sheet

Many of the largest gifts your parish will ever receive will be planned gifts. But this type of gifts go beyond just simple bequests. This cheat sheet will get you up to speed on each major type of planned gift and when it may be favorable for a donor to make that type of gift.

Next Steps: Put These Resources to Work

Your parish’s financial health isn’t just about numbers—it’s about building a strong foundation to support ministry, outreach, and spiritual growth. By using these resources, you’re equipping yourself to lead with confidence and foster a culture of generosity and transparency in your parish community.

Got questions or need more support? We’re here to help! Explore our other courses or reach out to our team for personalized guidance.

• Explore More Courses in the Petrus Academy
• To learn more about how Petrus Development can help your parish fundraise, Contact Our Team Here

Thank you for your dedication to strengthening your parish and its mission. Together, we’re building a Church that thrives for generations to come.