The #1 Podcast for Faith-Based Fundraisers
The Petrus Development Show Library
Inspire. Educate. Inform.
Subscribe on Apple PodcastsTop 10 Most Downloaded Episodes
#1. Episode 115 [11/15/22] - Eva Daniel: Learning To Tell Your Story
#2. Episode 112 [07/12/22] - Jacob Laskowski: The Power of Brand: Fundraising with Stories
#3. Episode 120 [01/24/23] - Jeff Schiefelbein: Prioritizing a Culture of Excellence
#4. Episode 116 [11/29/22] - Frank Cummings: Freedom in Faith
#5. Episode 109 [06/22/22] - Dennis Gerber: Understanding Donor-Advised Funds
#6. Episode 111 [07/06/22] - Dr. Adrian Sargeant: Faith & Fundraising
#7. Episode 110 [06/30/22] - Matt Regitz: Healthy Teams: Where Faith and Function Collide
#8. Episode 119 [01/10/23] - Anna Sease: Open Ears, Open Hearts
#9. Episode 124 [03/16/23] - Abram Muenzberg: Upping Our Digital Media Game
#10. Episode 118 [12/20/22] - Vicente Del Real: Joyful Co-Creation With God
Episode 153 - Andrew Robison: From the Beginning (The History of Petrus Development)
This week's episode of the Petrus Development Show is a unique one. Join Rhen as he interviews Andrew Robison, owner and president of Petrus, about the history of Petrus and Andrew's role in making Petrus what it is today. If you've ever wondered how Petrus got its start and became what it is today, this is the episode for you!
Petrus consultant Matt Bond joins Rhen on this episode of the Petrus Development Show to discuss all things donor visits. This is another nuts and bolts interview geared especially for new fundraisers. Listen now as Matt and Rhen walk you step-by-step through scheduling adn hosting successful donor visits.
In this episode, Rhen and Andrew share stories from their early days as fundraisers, and they reassure new development officers that the world of nonprofit fundraising is, indeed, navigable. This discussion is both a dose of encouragement AND a list of expectations and best practices. If you're new to fundraising and need a specific path forward, this episode is for you!
A successful capital campaign requires lots of pre-planning as a warmup to the actual campaign. The more you prepare prior to the campaign launch, however, the greater your chances of campaign success! Listen in as Andrew and Rhen discuss, in detail, all of the things that should happen before you embark on a capital campaign.
Episode 149 - Andrew Robison: By the Numbers (Fundraising Trends, Data, Annual Fund, Major Gifts)
Andrew and Rhen return this week for a fun episode on fundraising trends. The best fundraisers don't make assumptions about what works. Instead, they look to data to make informed decisions about the fundraising activities that bear the most fruit. Listen as Andrew and Rhen give statistics about average success rates for a variety of fundraising activities. Use these statistics to set reasonable expectations for your success!
This is nuts and bolts episode for anyone who wants to start hosting matching gift challenges. Andrew and Rhen will walk you step-by-step through the logistics of organizing a matching gift challenge, and they offer insight to all of the creative possibilities for these challenges. After listening to this episode, you'll certainly be ready to begin your own matching gift challenge plans!
Episode 147 - Andrew Robison: Better Together (Donor Meetings with Team Members, Best Practices)
Development directors make many donor visits alone, and that's just an accepted fact of schedules and logistics. Not everyone can come to every visit. That said, there is a time and a place for bringing someone else with you on your visits, and Andrew and Rhen discuss how to best prepare for partnered visits and make the most of your time together with the donor.
We return this week with a Petrus Development Show episode on communications planning for development offices. Rhen is joined by Andrew Robison, our Petrus president, and the two share their ideas on strategic communications for the second half of this year.
Andrew Robison, Petrus president, and Rhen Hoehn, Petrus's director of marketing, are together again on this week's episode of the Petrus Development Show! They spend their time discussing how to set development staff expectations for a new fiscal year. It's another nuts and bolts show about a specific fundraising topic, and it's not one to be missed!
Episode 144 - Andrew Robison: Consistent and Sustainable (Budgeting, Forecasting, Financial Data)
Andrew Robison, Petrus president, is back on this week's epidsode of the Petrus Development Show! Andrew and Rhen spend their time together discussing the all-important topic of budgeting. While budgeting may not seem like a terribly excting interview topic, Andrew and Rhen outline why the budgeting process can be transformational for your development office.
Rhen is again joined by Tara Doyon, director of operations and senior consultant for Petrus, in this week's episode of the Petrus Development show. Tara and Rhen broach the potentially intimidating topic of planned giving, and they work to make the idea of planned gifts more accessible for fundraising professionals.
Join us as Rhen interviews Matt Bond, Petrus consultant and executive director of the Santa Fe Family Life Center in Oklahoma City. Matt and Rhen discuss a variety of potential donor events, and they share their thoughts on which events are most worth the time and effort.
The idea of a capital campaign can be a daunting one. Capital campaigns require an organization's full attention for an extended period of time, and the campaign's monetary goal can seem an impossible task. Good news! Petrus can help. Listen as Andrew and Rhen discuss the basics of what a capital campaign looks like and what organzations can to do begin preparing for a campaign. This is an episode about campaign logistics, but it's also a message of encouragement for organizations who may be considering a capital campaign in the near future.
In this week's episode, Andrew continues his Q+A series with Rhen. Listen as they outline the intial steps for beginning a sustainable fundraising program. Yes, we know this is a very quick primer - it's 30 minutes on the best ways to get started.
In this week's episode of the Petrus Development Show, we continue our Q+A series with Petrus president, Andrew Robison. Listen as Andrew and Rhen discuss the special blessing that monthly donors are for organizations.
Episode 138 - Tara Doyon: The Road to Major Gifts (Donor Meetings, Making the Ask, Major Gifts)
This week, Rhen interviews Tara Doyon, director of operations and senior consultant at Petrus, and Tara shares about all things major gifts. Specifically, what are major gifts and how do we get them for the organizations we love?
In this episode, we continue our Q+A series with Petrus president, Andrew Robison, and this week's discussion is about personality strengths and weaknesses and how those traits affect your fundraising. Andrew and Rhen discuss a formal personality testing model, closely resembling the Myers Briggs test, and they explain 4 core pairs of attributes. They outline how fundraisers can develop professional strategies that are inclusive of both their strengths and their weaknesses.
While we start this episode with a joke, donor databases are a very serious matter. As you'll learn in this Q+A with Petrus president, Andrew Robison, choosing the right donor database can make a world of difference in your fundraising capabilities.
We continue our Q+A podcast series with Petrus president, Andrew Robison. In this episode, Andrew and Rhen discuss gift acknowledgment and donor stewardship. While this may not be the most exciting part of a fundraiser's job, it's essential. And, you might be surprised. The act of thanking donors is likely to be more powerful than you expect.
Episode 134 - Andrew Robison: Eyes on the Prize (Goal Setting, Fundraising Metrics, Donor Visits)
It's the beginning of a new year, and Petrus is all about goal setting. Organizations have goals, and fundraisers need to have goals, too. That said, have you ever wondered what goals you, as a fundraiser, should be making for your work? If so, Andrew and Rhen answer these questions and more.
Episode 133 - "Storytelling, Latino Catholics, and Donor Visits" (A RAISE23 Recap)
In this episode, you'll hear clips from the following RAISE23 speakers:
- Eva Daniels offers tips on storytelling and how ideas that sound so simple may not always be easy.
- Dcn. Charlie Echeverry shares about Latino Catholics,the role they play in today's Catholic church, and how we, as fundraisers, can better engage this vital population.
- Bryan Wilburn and Joe Hendrickx emphasize the importance of face-to-face donor visits.
In this episode, Andrew chats with Sarah Newman, vice president for Innovest, an investment consulting firm. Andrew and Sarah discuss how Innovest helps nonprofits, especially faith-based nonprofits, make sure their investment portfolios are aligned with their mission and values. Together, Andrew and Sarah discuss the importance of ongoing education for Catholic organizations about the potential for morally aligned investments and partnerships.
In this episode, Andrew takes a break from his regular interview series to share episode 4 of Petrus’s new podcast, Reflections on Nouwen’s “A Spirituality of Fundraising”. The show’s host, Justin DeMoss of Your Philanthropic Advisor, interviews Fr. Matt Lowry from Holy Trinity Catholic Newman Center at Northern Arizona University. The two reflect on Chapter 4 of Nouwen’s book, “People Who Are Rich”.
In this episode, Andrew chats with RJ Caswell, a leadership coach and organizational consultant from Charlotte, NC. Andrew and RJ discuss the importance of succession planning, leadership development, and collaboration. Together, Andrew and RJ also ponder the unique challenges of small nonprofits, specifically the fact that everyone on the nonprofit staff is a fundraiser, whether they have the title or not!
In this episode, Andrew interviews Matthew Watson, deputy superintendent for Aristoi Classical Academy in Katy and Cypress, Texas. Andrew and Matt discuss history and education, and Matt highlights the unique fundraising challenges of charter schools. As seasoned fundraisers, Andrew and Matt also discuss the importance of clear mission and messaging in recruitment of people and funds.
In this episode, Andrew chats with Dr. Scott Grant, pediatrician and creator and host of the Docs2Dads podcast. Andrew and Scott discuss generosity, and they delve into how we, as parents and family members, cultivate a lifelong spirit of generosity in our children. They speak specifically about relationship building, role modeling, and a series of steps we can take to teach generosity.
In this episode, Andrew sits down with Nic Prenger, founder and CEO of Prenger Solutions Group. Nic shares about his digital consulting work at Prenger Solutions Group, and Andrew and Nic chat about technology tools for fundraisers, fundraising for the Catholic church and its associated challenges, and tips for Catholic donors.
In this episode, Andrew interviews Karen Houghton, founder and CEO of Infinite Giving. Together, Andrew and Karen discuss Infinite Giving’s mission as an investment adviser for nonprofit organizations. Karen shares her expertise in nonprofit financial management, and she and Andrew discuss ways that organizations can leverage modern, financial technology to open up more program funding and attract high capacity donors.
In this episode, Andrew interviews brothers Tom and Dan Thimons. Together, Tom and Dan founded My Catholic Will, the only online Catholic will-writing platform. Andrew invites Tom and Dan to share about My Catholic Will, how they got it started, and what they hope it will become in the future. The Thimons brothers share tools that fundraisers can use to encourage planned giving with their donors, and they also remind all listeners to consider planned gifts to their favorite organizations in their own wills.
In this episode, Andrew interviews Abram Meunzberg, digital strategist for On Fire Media. Andrew invites Abram to share about On Fire Media’s mission and the work he does for his clients. The two also discuss digital media, messaging, and how fundraisers can improve their digital media strategy, making it more engaging and useful. Abram and Andrew both encourage listeners to be bold and proactive in consulting with experts to improve an organization’s online presence.
In this episode, Andrew interviews John Knowles, president of the Catholic Finance Association and executive director of the Diocesan Fiscal Management Conference. Andrew and John spend their time together discussing finance, fundraising trends, and the Church’s relationship with emerging technology. They also stress the importance of clarity of mission both in fundraising and in our personal lives.
In this episode, Andrew chats with Evan Woolsoncroft, vice president of philanthropy for Heroic Media. Andrew invites Evan to share about his work at Heroic Media, and the two discuss the need for proactiveness, innovation, and smart modeling in ministry.
Episode 121 - Jack Ziegler (Northwestern Mutual): Innovation in Partnerships
In this episode, Andrew interviews Jack Ziegler, financial advisor for Northwestern Mutual. Andrew and Jack discuss how we, as individuals, can improve our relationship with money. They also chat about how we, as fundraising professionals, can better serve our donors by connecting them with the specialized expertise of financial advisors. Financial advisors who understand charitable giving have unique skills that can assist donors in making the most impactful donation their finances will allow.
Episode 120 - Jeff Schiefelbein (Undivided Life): Prioritizing a Culture of Excellence
In this episode, Andrew interviews Jeff Schiefelbein, co-founder and culture catalyst for Undivided Life. Andrew questions Jeff about his role as a culture catalyst, and the pair discusses just how important culture is to organizations of all sizes. Jeff describes how he encourages organizations to build transformative, loving cultures of excellence.
Episode 119 - Anna Sease (William and Mary): Open Ears, Open Hearts
In this episode, Andrew chats with Anna Sease, Senior Director of Parent & Family Giving at William & Mary. Andrew and Anna enjoy a lively discussion about creating structure for donors, recognizing and investing in our donors’ needs, and the importance of fostering connection with and for donors.
Episode 118 - Vicente Del Real (Iskali): Joyful Co-Creation With God
In this episode, Andrew sits down with Vicente Del Real, founder of Iskali. Vicente tells Andrew about Iskali’s ministry with Latino young adults, and they discuss the importance of vision and community in ministry. They also chat about Iskali’s specific fundraising successes in recent years and how Vicente views Iskali’s role in ministry as a that of co-creator with God.
Episode 117 - Kristian Jaloway (John Oberg Companies): Leaning Into Your Vision
In this episode, Andrew chats with Kristian Jaloway, general manager for nonprofit advising at John Oberg Advisory. Kristian works as a leadership management coach, specifically for nonprofit and institutional leaders, including priests. Kristian shares what his role as an executive coach looks like, and he and Andrew discuss project implementation, vision boards, and why it’s important to say no to some requests of time, talent, and treasure.
Episode 116 - Frank Cummings (Kansas State University Foundation): Freedom in Faith
In this episode, Andrew interviews Frank Cummings, Director of Development - Arts and Sciences for the Kansas State University Foundation. Frank shares how he found a career in development that brings him joy, and how he especially enjoys the surprises that come as donor relationships grow. Andrew and Frank also discuss how faith can play a role in development even if you’re raising funds for a secular organization.
Episode 115 - Eva Daniel (The Speak Shop): Learning To Tell Your Story
In this episode, Andrew chats with Eva Daniel, public speaking coach and founder and owner of The Speak Shop. In this episode Eva and Andrew discuss the importance of improving our public speaking and storytelling abilities. Eva touches on the mistakes people make in their public speaking, and she offers solutions for improvement.
Episode 114 - The Faithful Hairdresser | Holy Donors Toussaint Ep 1 Crossover
On this week's episode of the Petrus Development Show, we are hosting a crossover event that introduces you to another Petrus podcast called Holy Donors. Holy Donors is a collaborative production between Petrus and RED-C Catholic Radio that tells stories of radical generosity that changed the world, and Andrew is excited to share the first episode of our Holy Donor's season featuring the Venerable Pierre Toussaint.
Episode 113 - Matt Bond (Santa Fe Family Life Center): Swimming with the Piranhas
In this episode, Andrew visits with Matt Bond, former director of development at the St. John Catholic Student Center at Oklahoma State University. (Matt changed positions between when this podcast was recorded and when it was published! He is now the executive director of the Santa Fe Family Life Center.) Andrew and Matt chat about Matt’s introduction to becoming a fundraising professional, his work on St. John’s $25+ million capital campaign, and his strategies for growing an organization’s donor list.
Episode 112 - Jacob Laskowski (86): The Power of Brand: Fundraising with Stories
In this episode, we feature Jacob Laskowski, founder and creative director of 86. Jacob shares his experience in brand development and storytelling, and he highlights ways that professional fundraisers can use the essential elements of brand management to draw donors closer to their organization’s mission and subsequently raise more money for their ministry.
Episode 111 - Dr Adrian Sargeant (Institute for Sustainable Philanthropy): Faith & Fundraising
In this episode, we feature Dr. Adrian Sargeant, co-director of the Institute for Sustainable Philanthropy, as he gives his keynote address at the Petrus Development Conference in June. Dr. Sargeant shares his research about donor motivation and identity, and he discusses how we, as development professionals, can use his findings to increase giving to our parishes and ministries.
Episode 110 - Matt Regitz (Divine Renovation): Healthy Teams: Where Faith and Function Collide
This episode of the Petrus Development show features the keynote address by Matt Regitz of Divine Renovation at the Petrus Development Conference (PDC) in June. Matt joins conference participants to talk about the importance of healthy leadership teams in ministry. By contrasting the characteristics of successful and unsuccessful teams, Matt outlines specific ways in which pastors and lay leaders can work together to build thriving parishes and ministries.
Episode 109 - Dennis Gerber (Knights of Columbus Charitable Fund): Understanding Donor-Advised Funds
In this episode, Andrew welcomes Dennis Gerber, president of the Knights of Columbus Charitable Fund, to the podcast. Andrew and Dennis discuss donor-advised funds and current trends in fundraising. They chat about Dennis’s work at the Knights of Columbus Charitable (KCCF), and Dennis outlines how Catholic donors can benefit from a fund that aligns with their Catholic values.
Episdoe 108 - Juliette Picciano (Archdiocese of New York): Prioritizing Passion and Innovation
In this episode, Andrew visits with Juliette Picciano, former director of the Cardinal’s Annual Stewardship Appeal for the Archdiocese of New York and current president of Cathedral High School in New York. (Juliette changed positions between this podcast was recorded and when it was published!) Andrew and Juliette chat about Juliette’s work on the Cardinal’s Appeal and how her fundraising methods successfully adapted to the pandemic. The two also discuss trends in Catholic giving, and they highlight Juliette’s unique and successful hiring strategy.
Episode 107 - Dr. Richard Ludwick (University of St. Thomas): Let Us Increase Together In Christ
In this episode, Andrew visits with Dr. Richard Ludwick, president of the University of St. Thomas in Houston. Dr. Ludwick shares about the mission and vision of University of Thomas, and he and Andrew discuss the unique collaboration between the University of St. Thomas’s MAX Studios with Word on Fire and their project that focuses on the effective use of social media for evangelization.
Episode 106 - Jared Zimmerer (Word on Fire Institute): From Ministry to Movement
In this episode, Andrew visits with Jared Zimmerer, the senior director of the Word on Fire Institute. Andrew and Jared chat about the Catholic presence on social media and how we, as Catholics, can use social media as an important tool for evangelization. Jared also shares about Word on Fire’s exciting new project with the University of St. Thomas’s MAX Studios.
Episode 105 - Michael DiStefano and Kailash (Fidei): Catholic Email for Conscious Consumers
In this episode, Andrew visits Michael DiStefano and Kailash, the co-founders of Fidei, an email service created on the basis of shared Catholic values. Andrew, Kailash and Michael discuss how the technology we use in our daily lives intersects with our Catholic faith and how we can better align our values with the services we choose.
Episode 104: Mary Macuga (Archdiocese of Brisbane): Virtue Stands in the Middle
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.
In this episode, Andrew visits with Mark Randall, the executive director of the Pontifical North American College (a.k.a the NAC). Together, Andrew and Mark share about their fundraising adventures, and Mark offers advice for startup ministries and seasoned fundraising professionals.
Episode 102: Kate Bryan (1 Girl Revolution): Living a Purposeful and Genuine Life (Click to Listen)
In this episode, Andrew visits with Kate Bryan, the founder and CEO of 1 Girl Revolution, an organization dedicated to telling the stories of women who are changing the world through their lives. Kate is also the author of Living the Feminist Dream: A Faithful Vision for Women in the Church and the World. Together, Andrew and Kate discuss 1 Girl Revolution and how storytelling, purpose, and authenticity are essential to fundraising.
Episode 101: Craig Miller (FOCUS): "Run So As To Win" (Click to Listen)
In this episode, Andrew visits with Craig Miller, the president of FOCUS, the Fellowship of Catholic University Students. Together, Andrew and Craig talk about FOCUS, its ministry to college students, and the organization’s unique fundraising challenges. They also discuss the tremendous growth of campus ministry in recent decades and how that important trajectory will (hopefully!) continue in the future.
In this 100th episode, Andrew visits with Bishop David Konderla from the Diocese of Tulsa and Eastern Oklahoma. Andrew met Bishop Konderla when they worked together at St. Mary's Catholic Center in College Station, and the pair discusses the successes of the campus ministry’s multi-decade capital campaign. Bishop Konderla also offers insight and advice into how a bishop can (and cannot!) support parish and ministry fundraising campaigns in his diocese.
In this episode, Andrew visits with Justin DeMoss of Your Philanthropic Advisor, a seasoned fundraising professional, entrepreneur, and adjunct professor at Oklahoma City University. During this conversation, Andrew and Justin discuss the need for nonprofit organizations to be innovative and build trust with their donors and their community. They also discuss strategies for creating an organizational culture that embraces innovation and takes risks.
Episode 98: Rob Kaczmark (Spirit Juice Studio): The Power of Art (Click to Listen)
In this episode, Andrew visits with Rob Kaczmark, Executive Director and Co-Founder of Spirit Juice Studio. Spirit Juice is a firm dedicated to producing video content for Catholic ministries and nonprofits. During this conversation, Andrew and Rob were able to talk about trends in video, strategies for how to utilize video in fundraising and some of his favorite projects over the past 15 years.
Episode 97: José Manuel de Urquidi (Juan Diego Network): Viva Cristo Rey (Click to Listen)
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.
In this episode, Andrew visits with Dr. Mike St. Pierre, Executive Director of Catholic Campus Ministry Association (CCMA). When Mike joined CCMA in 2015, he was able to bring new life and new energy to the organization. Andrew and Mike discuss CCMA, how Mike decided to leave a successful career in Catholic schools to lead the organization, and about his approach to remote work…even before it was cool. They are also able to discuss the importance of professionalism and how to organize your schedule using an Agile method. Be sure to listen till the end for Andrew's Key Take-Aways.
Episode 95: Bill Woolsey (FiveTwo Network): Sacred Starters (Click to Listen)
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.
Episode 94: Erica Waasdorp (A Direct Solution): Monthly Giving Made Easy (Click to Listen)
In this episode, Andrew visits with Erica Waasdorp, author of Monthly Giving: The Sleeping Giant and Monthly Giving Made Easy, as well as President and Founder of A Direct Solution. She has been in the monthly giving game for close to 30 years and has tons of expertise in this area. Together they discussed the question about subscriptions versus monthly gifts, six easy steps for launching a program and strategies for how to keep your donors giving for a long, long time.
Episode 93: Ryan Carney (Society of St. Vincent de Paul): Staying True to Mission (Click to Listen)
In this episode, Andrew visits with Ryan Carney, Chief Advancement Officer of Society of St. Vincent de Paul. They discuss Ryan's journey with development and the challenges that he has experienced and conquered throughout his years with non-profits. They also discuss the work they are doing at St. Vincent de Paul and how he helped one local chapter back from a pretty bad case of mission creep. If you have ever dealt with mission creep or if you are struggling to identify your organizations true mission, you'll want to take notes.
Episode 92: Introducing the Women in Philanthropy Podcast (Click to Listen)
In this episode, Andrew shares with us the new Women in Philanthropy Podcast Show.
Dive into this clip from Episode 2 and discover what you can gain from learning from female leaders and how women are learning from other women.
Episode 91: The Petrus Development Conference (Click to Listen)
In this episode, Andrew shares with us what the experience is like at a Petrus Development Conference.
In June of 2021, we hosted the Petrus Leadership Conference in beautiful Breckenridge, Colorado with one hundred development and ministry leaders from around the country. Over the three day conference, we had more than 20 presenters talking about the techniques and mechanics of fundraising as well as inspirational topics such as eulogy virtues and telling a compelling story. In this episode, we will share three brief clips from the conference just to give you an example of the content and quality of speakers.
On June 12-15, 2022, we will be hosting the Petrus Development Conference in another beautiful location, the Naples Grande Beach Resort in Naples, Florida. To learn more or to register today, go to petrusdevelopment.com/pdc22.
Welcome to Season 4 of the Petrus Development Show. Today Andrew is joined by our newest team member, Joelle Fitzmaurice, Junior Consultant with Petrus Development. In this episode, Andrew and Joelle visit about her background, what brought her into the fundraising world and what she’s learning and doing so far with Petrus.
Episode 51: Virtual Summit Day 14 - Call to Holiness with Bishop Mike Sis (Click to Listen)
On Day 14 of the COVID-19 & Fundraising Virtual Summit by Petrus, Bishop Mike Sis of the Diocese of San Angelo, TX joined to talk about the call to holiness in light of the pandemic.
Episode 50: CARES Act Overview (Click to Listen)
Carlos de Quesada of of VeraCruz Advisory Group joined Andrew to discuss what nonprofit organizations need to know about the recent CARES Act that was recently signed into law to provide relief funding for individuals, small businesses, and nonprofit organizations affected by the COVID-19 pandemic.
On Day 13 of the COVID-19 & Fundraising Virtual Summit by Petrus Valerie Villarreal, project manager at Instagram, discussed utilizing social media content for your ministry in this time of crisis.
Episode 48: Virtual Summit Day 12 - Crisis Budgeting with Brenda Cannella (Click to Listen)
On Day 12 of the COVID-19 & Fundraising Virtual Summit by Petrus Brenda Cannella, CFO for the Archdiocese of Denver, shared from his experience in budgeting and planning in a time of crisis. Brenda discussed her experience in assessing fundraising results from the midst of the 2008 financial crisis and applying those lessons to development planning during her time with FOCUS. She also talks about budgeting and forecasting, assessing vulnerabilities to stress test budgets, utilizing “rainy day” funds when rainy days like this arrive, and considerations for taking advantage of the CARES act for small business loans as part of the recent federal stimulus plan.
Episode 47: Virtual Summit Day 11 - Optimizing Online and Monthly Giving (Click to Listen)
On Day 11 of the COVID-19 & Fundraising Virtual Summit by Petrus, Debra Richmond from the Shriners Hospitals for Children in Houston shared 3 best practices for designing online giving pages and driving traffic. Next, Rhen Hoehn from St. Albert the Great University Parish at Michigan Tech University told about his experience building a monthly giving program and gave tips for stewarding current monthly donors while adding new monthly donors.
Episode 46: Virtual Summit Day 10 - Open Q&A (Click to Listen)
Day 10 of the COVID-19 & Fundraising Virtual Summit by Petrus was an open question and answer session. A number of live polls were taken among the call participants to get a better sense of the Catholic development landscape during the pandemic. Some of the many topics discussed included the eligibility of nonprofits for stimulus funds, the impact of check-in calls and other communications with our donors right now, the changes and struggles we are dealing with as fundraisers right now, and suggestions for coping with stress in this tough time.
Episode 45: Virtual Summit Day 9 - Grants with Larry Massey (Click to Listen)
On Day 9 of the COVID-19 & Fundraising Virtual Summit by Petrus, Larry Massey from the Scanlan Foundation shared from his experience in grant writing and grant making and offered a list of 6 tips for securing more grants.
Episode 44: Virtual Summit Day 8 - Leading in Crisis with Kerry Robinson (Click to Listen)
On Day 8 of the COVID-19 & Fundraising Virtual Summit by Petrus, Kerry Robinson, Global Ambassador from the Leadership Roundtable shared lessons she has learned and maxims she has development about leadership in a crisis.
Episode 43: Virtual Summit Day 7 - Strategy with Kate Sell (Click to Listen)
On Day 7 of the COVID-19 & Fundraising Virtual Summit by Petrus, Kate Sell of Mission Advancement Partners shared tips and ideas for creating and adapting a strategic plan in the midst of a crisis.
Episode 42: Virtual Summit Day 6 - Bridging Ministry and Finance (Click to Listen)
As part of the COVID-19 & Fundraising Virtual Summit by Petrus, Matt Regitz, Parish Coach for Divine Renovation and David Light, Finance Council Chair for Prince of Peace Catholic Church in Tomball, TX joined us to discuss bridging the gap between ministry and finance. They discussed how this crisis has the potential to move us from maintenance to mission quicker and more deliberately.
Episode 41: Virtual Summit Day 5 - Open Q&A (Click to Listen)
Week 2 of the COVID-19 & Fundraising Virtual Summit kicked off with another Q&A Session which included inspirational stories from development officers in the field.
Episode 40: Virtual Summit Day 4 - Donor Communications and Budgeting (Click to Listen)
As part of the COVID-19 & Fundraising Virtual Summit by Petrus, Andrew Robison, President reviewed communication appeals from parishes and Newman Centers and discussed positive and effective language. Also in the session was a discussion around budgeting for fiscal year 2021 when ministry goals will be shifting. Josh Whelan, VP of Petrus and Matt Bond, Director of Development for St. John the Evangelist Catholic Church at Oklahoma State University advice and personal testimony on the topic of budgeting.
Episode 39: Virtual Summit Day 3 - Red Teaming (Click to Listen)
As part of the COVID-19 & Fundraising Virtual Summit by Petrus, Darin Paine, PhD shares a presentation on how to Red Team your Development Program. "When a plan is in place we often focus on what it will accomplish. However, we may miss critical considerations or get derailed by unexpected variables. But, what if considering the unexpected was part of the plan? What if the unexpected had already been discussed? Red Teaming is a way to question the plan, to identify weaknesses, to give your rogue colleagues a voice - without being a jerk - and incorporate more of your organization. With historical roots to modern day military training, Red Teaming can help you conquer the competition by challenging everything. Based on Bryce G. Hoffman's book, Red Teaming."
Episode 38: Virtual Summit Day 2 - Checking in with Donors (Click to Listen)
Join Tara Doyon, Petrus Consultant and Director of Stewardship and Development at St. Paul Catholic Center at Indiana University as she leads a discussion about "Communicating with your Donors" during the COVID-19 & Fundraising Virtual Summit by Petrus.
Episode 37: Virtual Summit Day 1 - Open Q&A (Click to Listen)
Join Andrew Robison, President as he kicks off Day 1 of the COVID-19 & Fundraising Virtual Summit by Petrus with a prayer, introduction and Open Q&A Session. Guests on the episode include Mike St. Pierre, Executive Director of the Catholic Campus Ministry Association and Tara Doyon, Petrus Consultant and Director of Stewardship and Development at St. Paul Catholic Center at Indiana University.
Episode 36: Michelle Sutton - Worthy of Profound Generosity (Click to Listen)
In this episode, Andrew visits with Michelle Sutton, Director of Development at the Duke Catholic Center. They discuss a variety of strategies in fundraising within campus ministries. Talking about interacting and building relationships with their students, parents and community. And how to build a sustainable annual fund by creating long-term strategy.
Episode 35: Tom Ahern - Donor Centric Fundraising (Click to Listen)
In this episode, Andrew visits with Tom Ahern, communications guru and author of six books, including How to Write Fundraising Materials that Raise More Money and What Your Donors Want and Why. They discuss a variety of topics and strategies, all in the world of communications. Tom is a huge advocate for “donor centric” messaging and firmly believes that is the way to raising more money now and building long-term donor loyalty. Tom also shares his thoughts on some new research on “identity based fundraising” and how nonprofits can incorporate very simple changes into their communication pieces.
Episode 34: Andrew Robison - Senior Class Gift (Click to Listen)
Webinar Recording
Episode 33: Jeanne Mancini - A Passionate March (Click to Listen)
In this episode, Andrew visits with Jeanne Mancini, President for the March for Life Education and Defense Fund. Andrew and Jeanne discussed her personal commitment to the pro-life world, how they have transformed their development program in recent years and what it was like to host the president at the March. Jeanne also shared about a very surprising phone call she received the day after the March.
Episode 32: Who's Presenting at the 2020 Leadership Conference? (Click to Listen)
As we continue to inch closer to the Petrus Leadership Conference on June 7-10, and we get much closer to the January 31 cutoff for Early Bird Registration Rates, we wanted to share with you a few of the great speakers who will be presenting at the conference. Andrew also shares some memorable (and infamous) moments from the last couple Petrus Leadership Conferences
Episode 32: Tara Doyon - 10 Rules of Catholic Development
It is a New Year and a great time to jumpstart your Development efforts! Listen to our webinar presentation by Tara Doyon, Petrus Consultant and Director of Stewardship and Development at St. Paul's Catholic Church at Indiana University. Tara shares the Top 10 things you can do to begin raising critical funds to support your ministry mission. If your organization has a development program in place but need an extra boost, these 10 strategies will help you take a critical look at what you are doing and how you can make improvements.
Episode 30: Cristina Barba - When the Ordinary Becomes Extraordinary (Click to Listen)
In this episode, Andrew visits with Cristina Barba, President of The Culture Project International. Andrew and Cristina discuss her personal and professional background and how The Culture Project came to be. They also discuss the struggles and hopes of starting The Culture Project and the issues they are seeing in schools as they strive to restore culture through the experience of virtue.
Episode 29: Jason Shanks - Innovation Challenge (Click to Listen)
In this episode, Andrew visits with Jason Shanks, President of Our Sunday Visitor Institute. Andrew and Jason discuss his personal and professional background and the path that brought him to Our Sunday Visitor. They also discuss how OSV is taking steps to bring innovation and growth into fundraising. They discuss the OSV Challenge and the new ideas that are coming from the endeavor.
Episode 28: Andrew Robison - Just Don't Let Me Look Like an Idiot, Lord (Click to Listen)
In this episode, we flip the mic and interview the host, Andrew Robison. Andrew shares about his background, some of the successes and failures that he has experienced after 15 years in this business and that time that he was in a plane crash and nearly died (spoiler...he lived but missed his catering job the next day).
Episode 27: Kathryn Whitaker - Live Big, Love Bigger (Click to Listen)
In this episode, Andrew visits with Kathryn Whitaker: Catholic wife and mother of six, Business Owner, Graphic Designer, Blogger, and Author of Live Big, Love Bigger. Andrew and Kathryn discuss her professional background and her work in graphic design, especially with Catholic non-profits, with great tips, including the importance of cohesiveness in your brand and telling your ministry's story. They also discuss Kathryn's book, an extension of her blog, which sprung from the traumatic birth experience of her fifth child, and led to a more intentional, Christ-centered family life.
Episode 26: Julie Kenny - #iGiveCatholic (Click to Listen)
In this episode, Andrew visits with Julie Kenny. Julie is the National Program Director for iGiveCatholic. Julie explains the origins of iGiveCatholic, why iGiveCatholic exists and what it is designed to do for Catholic dioceses, parishes, schools, and ministries. Andrew and Julie discuss how the movement-turned organization began, the mechanics of the iGiveCatholic platform, some basic questions about the platform and certain concerns that some considering it might have regarding donor data and security. Finally, Julie addresses the future of iGiveCatholic and plans for moving forward. Ultimately, as Andrew notes, the movement is driven by the question - "How can we serve the Church in a way that is responsive to the culture and technology?"
Episode 25: Tim Glemkowski - Made for Mission (Click to Listen)
In this episode, Andrew speaks with Tim Glemkowski, Co-Founder and President of L'Alto. L'Alto Catholic Institute exists to help parishes meet the challenges and opportunities of this New Evangelization head on by helping them Win, Build, and Send missionary disciples. Blessed Pier Giorgio Frassati's famous battle cry, "Verso l'alto" means "to the heights" and L'Alto Catholic Institute seeks to inspire Catholics to seek after the heights of holiness and mission. Tim is also one of the founding members of Revive Parishes. Revive serves pastors, staff, and volunteers of parishes to help form joyful missionary disciples among the faithful. Tim's new book, Made for Mission: Renewing Your Parish Culture was just released and can be found on amazon. Andrew and Tim discuss the risk of mission in this interview. Tim's goal is to make Jesus Christ the center of personal and parish life.
Episode 24: Stan Guimont - Opened Envelopes, Opened Hearts (Click to Listen)
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.
Episode 23: Chris Hanzeli - Lessons from Online Consumer Behavior (Click to Listen)
In this episode Andrew visits with Chris Hanzeli about two of his different roles in development and his masters research. Executive Director of Institutional Advancement for the Western Dominican Province, Chris Hanzeli has a Masters of Philanthropy and Development through St. Mary's University in Winona, Minnesota.
Episode 22: Fr. Larry Rice - Trust and Understanding (Click to Listen)
Director of Campus Ministry for the University Catholic Center at the University of Texas at Austin, Fr. Larry Rice discusses his role at the UCC and also his previous role as Chaplain and Director of Campus Ministry at St. Thomas More Newman Center at the Ohio State University. He compares and contrasts working in campus ministry at these two schools. Fr. Larry just celebrated his 30th anniversary of ordination to the priesthood with the Paulist Fathers. He understands campus ministry and the principles of development and takes his role as supervisor seriously. Share this episode with a priest.
Episode 21: Jason Simon - Path of My Salvation (Click to Listen)
Evangelical Catholic has been forming missionary disciples since the early 1990s. The Evangelical Catholic works nationally to support dioceses parishes and university campus ministries to lead self-sustaining evangelization movements through their customized coaching service and online learning management system. Evangelical Catholic currently works with over 100 Catholic ministries across the nation. Jason Simon is the President of Evangelical Catholic. In this episode he discusses his journey through Evangelical Catholic, his faith journey, and how that relates not just to fundraising but to running an organization.
Episode 20: PLC19 - Dennis and Marie Wierzbicki - Donor Panel (Click to Listen)
Dennis and Marie Wierzbicki, benefactors to the "One Church, Many Disciples" Capital Campaign for the Archdiocese of Oklahoma City sat down with Peter de Keratry at the 2019 Petrus Leadership Conference to share about their experience as donors. Dennis is the president of Ditch Witch and Marie is a volunteer for many nonprofit organizations in and around Oklahoma City. Dennis and Marie shared lessons they have learned along their philanthropic journey, how they have encouraged their children to be philanthropic and what their experience getting involved and giving to the "One Church, Many Disciples" campaign was like. Dennis and Marie were part of a donor panel at the 2019 Petrus Leadership Conference in Oklahoma City on June 23-26. This is the audio recording of their presentation.
Episode 19: PLC19 - James Baxter of Exodus90 - Building a Catholic Ministry (Click to Listen)
James Baxter, Co-Founder of Exodus 90, has served as its Executive Director since 2015. He attended St. John Vianney Seminary in Saint Paul, Minnesota and St. Meinrad Seminary and School of Theology in St. Meinrad, Indiana before discerning God was calling him to marriage and secular life. In 2015, supported by his Board, James assumed responsibility for scaling Exodus 90 from a seminary formation program into a spiritual exercise for the renewal of the Church. James presented at the 2019 Petrus Leadership Conference in Oklahoma City on June 23-26. This is the audio recording of his presentation.
Episode 18: PLC19 - John Flynn - Good to Great (Click to Listen)
John Flynn, Vice President of Advancement for the Fellowship of Catholic University Students (FOCUS), presented at the 2019 Petrus Leadership Conference. This is an audio recording of his presentation. John discussed the nine virtues of Catholic development officers and the "five rights" of making an ask.
Episode 17: David Pederson - Continuing the Legacy (Click to Listen)
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.
Episode 16: Mary Hernandez - Wisdom for Every Generation (Click to Listen)
Mary Hernandez is the Executive Director of Advancement for Our Lady of Wisdom Church and Student Center at the University of Louisiana - Lafayette. Mary is an alum of UL and was a member of the parish prior to receiving an invitation by Fr. Bryce Sibley to help with a fundraising project. Mary accepted and turned a temporary assignment into a full-time position running communications and eventually the development program. In their conversation, Mary and Andrew discuss how the growth of the ministry really spurred growth in their development efforts and how a long-term vision for serving the students of UL has led them to launch a $22M capital campaign to build a new student center.
Episode 15: Keith Myers - Philanthropy, Purpose and Presence (Click to Listen)
In this episode, Andrew visits with Keith Myers, the Director of Advancement for St. John XXIII College Preparatory in Houston, Texas. Keith and Andrew discuss the importance of tying the ministry of development into forming stewards with intentionality of purpose. They highlight the importance of Christ at the center of that intention. Keith learned valuable strategies for success in development though his career, which included IT supercomputer sales. These strategies include setting clear goals and tracking your data. Ultimately, being truly present to another person is of utmost importance.
Episode 14: Fr. Ben Hasse - Multiply the Mission (Click to Listen)
In this episode, Andrew visits with Fr. Ben Hasse, the Pastor of St. Albert the Great University Parish in Houghton, Michigan and St. Anne Catholic Church in Chassell, Michigan. St. Al's is an active and vibrant parish and home to students, faculty, staff, alumni, and friends of Michigan Technological University, Finlandia University, and Gogebic Community College in the Western Upper Peninsula of Michigan. In addition to being pastor of two parishes, Fr. Ben is the vocations director for the Diocese of Marquette. During their conversation, he joyfully tells of his experience in ministry and development for the university parish. He speaks of the practical concerns of running a parish and student center while also emphasizing the importance of relationship.
Episode 13: Kerry Robinson - Imagining Abundance (Click to Listen)
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" 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.
Episode 12: John Flynn - Good to Great (Click to Listen)
John Flynn is the Vice President of Philanthropy for FOCUS, the Fellowship of Catholic University Students. In this episode, John and Andrew discuss the impact that development can have on a ministry as well as the importance of having a plan and a vision for your ministry. Two tools for success explored are the Case for Support and the Blue Ribbon Committee. Other successful development strategies are also highlighted. Most importantly, a development officer in the Catholic Church needs to be committed to a life of prayer and participation in the Sacraments.
Episode 11: Larry Massey - The Scanlan Foundation (Click to Listen)
In this episode, Andrew visits with President of the Scanlan Foundation, Larry Massey. The Scanlan Foundation funds Catholic non profit organizations primarily in the Houston area. Their mission is to promote the Roman Catholic Church of Texas. Larry discusses his role with the Scanlan Foundation, as well as Scanlan's history and impact on the Houston community and the state of Texas. He also gives practical advice for how to interact with foundations like Scanlan and others.
Episode 10: Sarah Robinson and Patrick Glaze - FOCUS Fundraising (Click to Listen)
Sarah graduated from Ole Miss and Patrick, from Texas A&M, and both were sent to Wichita, Kansas in their first years as FOCUS missionaries. Both discovered FOCUS in college, at their respective campuses. Fundraising is a big part of participating in FOCUS and Sarah shares her initial feelings of fear towards fundraising, but had confidence in God's call and her ability to reach her goals. Patrick had no hesitation because his FOCUS team director gave him clear expectations for FOCUS missionaries before he applied. He was also involved in fundraising in college, both within a student organization and through St. Mary's Catholic Center's Class Gift.
Episode 9: Jason Gerdes - The Camp Experience (Click to Listen)
Jason Gerdes is Executive Director of Nebraska Lutheran Outdoor Ministry and president of the Board of Trustees of ALDE. ALDE is a membership organization founded 40 years ago to bring together Lutheran fundraisers working in ministry. Originally called the Association for Lutheran Development Executives, ALDE is now growing and seeks to serve development professionals of all Christian denominations. I had a really great time talking with Jason about his work raising money for and now leading Outdoor Ministries as well as the role that ALDE serves bringing together fundraisers to build community and learn from one another.
Episode 8: Kate Sell - One Overarching Goal (Click to Listen)
In this episode, Andrew visits with Kate Sell, founder and Managing Partner of Mission Advancement Partners. MAP is a collaborative team of individuals who work with Catholic parishes, dioceses and ministries to help them look at their own organizational strengths and weaknesses and develop short- and long-term strategies to better fulfill their mission. In this conversation they discuss how the vision, the team and fundraising go hand in hand to help an organization grow.
Episode 7: Jacob Laskowski - The 86 Effect (Click to Listen)
In this episode, Andrew visits with Jacob Laskowski, founder and CEO of 86 Creative, a full service marketing and design firm that’s worked with some of the most well known organizations currently serving the Catholic Church. In this conversation, they dive into the principles of design and marketing that most directly affect a charity's ability to fundraise and discuss how organizations can best position themselves to clearly explain their mission and vision.
Episode 6: Linda Domeyer - By the Grace of God (Click to Listen)
In this episode, Andrew visits with Linda Domeyer, Director of Leadership Giving at St. Louis University High as well as Consultant for Petrus Development. Linda’s first job in development was for the Washington University Catholic Student Center, where she spent 17 years building a fantastic development program. In this episode, Linda and Andrew talk about how she initially learned about development, her first capital campaign experience, transitioning to a robust annual fund strategy and what she loves most about consulting. Linda also shares about the most expensive failure of her career.
Episode 5: Peter de Keratry, CFRE - Into the Deep (Click to Listen)
In this episode, Andrew visits with Peter de Keratry, Executive Director of Stewardship & Development for the Archdiocese of Oklahoma City as well as co-Founder of Petrus Development. Peter’s first real job in development started while he was still an undergraduate at Texas A&M, raising money for the St. Mary’s Catholic Center. Since then, Peter has had a significant impact on the development landscape across the Church and around the world. In this episode, we talk about how Peter learned the art and science of fundraising, why and how they founded Petrus Development and what Peter thinks is the most important thing that any development professional can do for his or her organization.
Episode 4: Tara Doyon - Building the Kingdom of God (Click to Listen)
In this episode, Andrew visits with Tara Doyon, Director of Development and Mission Advancement at St. Paul Catholic Center at Indiana University in Bloomington, IN. Tara began her career in development at St. Paul in 2009 despite having no formal training in fundraising. She learned quickly the benefit of surrounding herself with great mentors and advisors and has had a huge impact on the Hoosier Catholic ministry. In this episode, Tara and Andrew discuss what she focused on in the beginning to be successful, her thoughts on Catholic stewardship and her current capital campaign project at St. Pauls.
Episode 3: Jamie Cappetta - Lectures, Metrics and Boards...Oh My (Click to Listen)
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.
Episode 2: Frank Shannon - Selling the Sizzle (Click to Listen)
In this episode, I visit with Frank Shannon, Executive Director of Development at St. Mary’s Catholic Center at Texas A&M University. Frank has been at St. Mary’s since 2013. My conversation with Frank covered a lot of topics, including his 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.
Episode 1: Mike Perkins - The Glorious Arena of Fundraising (Click to Listen)
In this episode Andrew visit 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.
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