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10 Year Strategic Plan (2005-2015)
Introduction The purpose of a strategic plan is to address the primary tasks of the organization and to plan the artful management of carrying it though to success. In this case, this plan presents ways to achieve goals for planned giving and The Catholic Foundation of Northcentral Indiana, Inc. Input was requested by the Planned Giving Officer of the Diocese and was achieved by personal visits throughout the Diocese. To connect with leadership where no personal visits materialized an input form with an addressed envelope was given to all membership of the Board of Directors of the Foundation at the Annual Foundation Meeting on Thursday August 12, 2004 and the Quarterly Planned Giving Advisory Council Meeting on Tuesday August 17, 2004. A deadline of Wednesday September 1, 2004 was given for all input in visits and input forms to be returned. Selected recommendations were also taken from the document Asset Development Plan, in part, created by Joseph A. Bonner in May 2002 as the former Director of Planned Giving for the Diocese. A 10 Year Strategic Plan Overview A 10 Year Strategic Plan has been implemented for The Catholic Foundation of Northcentral Indiana, Inc. The plan calls for three action plans to be implemented in conjunction with each other. (1) Marketing and communications programs are critical to linking donors with The Foundation. A common message of Catholic stewardship reasoning and ways to give are to be put into place. (2) Internal programs at the Diocese and Foundation have been identified while at the same time externally, relationship building programs with donors is seen as critical. (3) Endowment focus and creation has been identified, to assist in linking donors, with the essential mission of the Foundation and operation of the Diocese. With these common needs identified, the three action plans have been created to answer and link asset development for the Christian mission of the Foundation and Local Church.
The Model Used for a 10 Year Strategic Plan (2005-2015) Step 1 - Identify The Catholic Foundation of Northcentral Indiana, Inc.s purpose and mission statement Step 2 - Select the goals The Catholic Foundation of Northcentral Indiana, Inc. must reach if it is to accomplish the mission Step 3 - Identify specific approaches or strategies for The Catholic Foundation of Northcentral Indiana, Inc. that must be implemented to reach each goal Step 4 - Identify specific action plans for The Catholic Foundation of Northcentral Indiana, Inc. and implement each strategy Step 5 - Monitor and update the 10 Year Strategic Plan (2005-2015) for The Catholic Foundation of Northcentral Indiana, Inc.
Purpose and Mission Statement for The Catholic Foundation of Northcentral Indiana, Inc. The mission of The Catholic Foundation of Northcentral Indiana, Inc. is to encourage and facilitate the growth and development of the Catholic Church in Northcentral Indiana by: 1) Seeking and increasing endowment funds; 2) Giving information and assistance to persons contemplating charitable gifts; 3) Serving as permanent investment manager of endowment funds to maximize returns with sound investment practices; and 4) Giving an accounting of its responsible stewardship through regular communications and its Annual Report. Case Statement for The Catholic Foundation of Northcentral Indiana, Inc. There are four major points to make the case to the Local Church and public for the Foundation: 1) The Foundation offers an efficient and well-organized mechanism for the dispersal of charitable funds. 2) The Foundation is governed by a group of highly qualified private individuals chosen to be representatives of the Diocesan interest and for their knowledge of the Diocesan community. 3) The Foundation is attuned to the needs of both the Diocese and potential donors. 4) Donors have an opportunity to participate in the decision about where and how their charitable funds will be used. The Catholic Foundation of Northcentral Indiana, Inc. Theme: Christ, Our Foundation
Goals for a 10 Year Strategic Plan (2005-2015) 1. Annual three, five, and 10 year goals for the Planned Giving Advisory Council and the Foundation to be made on levels of participation and funding. 2. By 2007 the number of donors giving gifts to be increased by 100% compared to 2004. 3. By 2010 the number of donors giving gifts to be increased by 200% compared to 2004. 4. By 2015 the number of donors giving gifts to be increased by 300% compared to 2004. 5. By 2007 new funding in current and planned gifts to reach at least 3 million compared to 2004. 6. By 2010 new funding in current and planned gifts to reach at least 5 million compared to 2004.
7. By 2015 new
funding in current and planned gifts to reach at least 10 million compared
to 2004.
Approaches and Strategies for a 10 Year Strategic Plan (2005-2015) ►A. Establish an aggressive marketing and communication program ►B. Establish programs focused on bringing donors to the Foundation ►C. Create and promote endowments that focus on the following areas of ministry: General Needs of the Diocese Catholic Laity Education & Assistance A) Religious Education B) Outreach Programs C) Hispanic Ministry Vocations to Priesthood, Diaconate, and Religious Life Culture of Life and Social Justice Concerns Catholic Parishes Catholic Schools ►D. How This Will Be Accomplished by Targeted Gifts Over 10 Years: Gift # of Donors Total $1,000,000 X 2 = $2,000,000 $500,000 X 4 = $2,000,000 $250,000 X 8 = $2,000,000 $100,000 X 10 = $1,000,000 $50,000 X 20 = $1,000,000 $25,000 X 40 = $1,000,000 $10,000 X 100 = $1,000,000 Total = $10,000,000
Three Action Plans for a 10 Year Strategic Plan (2005-2015) A- Marketing and Communication Action Plan A marketing and communications action plan will keep the public, current and potential donors informed of the activities of the Foundation and to encourage donors to expand their giving or make bequests to the Foundation. This program will include the following: A theme for use in public relations: Christ, Our Foundation; The Catholic Moment as Marketing and Communication Tool A) A semi-annual series in The Catholic Moment highlighting information in the newsletter; B) A quarterly report on the Foundation and funds in the Foundation in The Catholic Moment and this sent to each parish and donor; C) A series in The Catholic Moment giving the reasoning for the Foundation while highlighting specific funds; Educational stewardship and development brochure inserted into The Catholic Moment once a year; The Foundation and Planned Giving brochure inserted into The Catholic Moment once a year; A mailing list for general letters; Personalized thank you letters and visits to all founding donors of endowments on a planned gift to feed established endowments; A mailing list for newspapers, radio and television stations in the Diocese to be used for press releases to attract the attention of the media; Continue to produce the Annual Report of The Foundation; Publishing a Stewardship and Development newsletter to be distributed twice annually; May and November. The newsletter should coincide with the announcement of the grant recipients. Highlight stewardship and development concepts, spiritual understanding of stewardship, stewardship and development programs, new funds, donors, board members, asset development progress, and other items of interest to donors. Highlight a donor story with picture, The Foundation Board members and Planned Giving Advisory Council, as well as, the use of vendor articles as fillers; A series of speeches to appropriate organizations in the Diocese; An end-of-the-year letter to The Foundation donors and potential donors with a soft appeal for funds and a business reply envelope; An e-mail distribution list created that is sent out monthly to the Diocese on The Foundation and planned giving information; A roster of all attorneys and financial planners in the Diocese to be obtained and send information regarding The Foundation with bequest language for all Catholic institutions in the Diocese; The Planned Giving and The Foundation website page with current information DVD created on stewardship and planned giving to be able to give to all donors, potential donors, parishes and Catholic organizations. This will be THE tool to educate on the basics of stewardship and planned giving for the Diocese. This will be used for all presentations on stewardship and planned giving in the Diocese for constancy in message and education. The DVD will be made up of the following: 3-5 minute Bishops address on Catholic stewardship, The Foundation, and Planned Giving: 3-5 minute Lay Witness Talk on Catholic Stewardship; 3-5 minute Lay Witness Talk on The Foundation; 3-5 minute Lay Witness Talk on Planned Giving; 15 minute 15 Questions and Answers on aspects of Planned Giving; Narrative and Power Point presentation on stewardship; Narrative and Power Point presentation on planned giving; Contact information List of recommended speakers on stewardship and planned giving from the Pastoral Office of Stewardship and Development created for future programming B - Focused Programs Action Plan In conjunction with a major marketing and communications action plan the following programs will be put into action in three phases with the phases and programs building on each other. This step by step structure is crucial so planned giving and The Catholic Foundation of Northcentral Indiana, Inc. will have the capability to meet donor needs as programming becomes more intricate and yet stable. Phase 1 All files backed up with multiple copies on CD; Planned Giving Advisory Council to chair working sub-committees. 10 Planned Giving Advisory Council members to chair and vice-chair sub-committees to consist of members within sub-committees throughout the Diocese: New Planned Gifts and Endowments Sub-Committee (1) Concentrate on establishing new planned gifts and endowments based of the 10 Year Strategic Plan and (2) Rating and screening on prioritizing prospects for gifts; Donor Relations Sub-Committee (1) Concentrating on developing relationships with current donors and creating programs for donor interest and (2) Rating and screening on prioritizing prospects for gifts; Education and Communication Sub-Committee (1) Concentrate on the education of planned giving through media, (2) Marketing of planned giving and CFNI in the Diocese and (3) Communication to donors and potential donors; Presentations and Special Events Sub-Committee (1) Concentrate on planned giving presentation meals, (2) Presentations to parishes and schools, (3) Special events to support planned giving and CFNI through out the Diocese; Institutional and Public Relations (1) Develop relationships with leadership of the institutions of the Diocese in assisting the implementation of planned giving and CFNI programs in support of those institutions and (2) Maintain relationship and communication with the leadership and public in these institutions, parishes and schools encouraging progress of planned giving and CFNI programs; Written Diocese of Lafayette-in-Indiana Gift Acceptance Policy for all types of gifts; Written policies and procedures for prospect contact, visit reports, follow through and relationship building created (Cultivation Solicitation Stewardship); Meet regularly with appropriate professionals, current donors, potential donors, representatives from local foundations and organizations with endowment-development interests on the benefits of The Foundation; Christmas and Easter cards to significant donors in the Diocese and Foundation; A five minute talk created for after Mass on stewardship and planned giving in the parishes; A gift of recognition for current and departing members of the Foundation Board and Planned Giving Advisory Council; Gift Annuity and Pooled Income Funds capability in The Foundation; Annual lunch with the Bishop for pastors to thank them for their service and help them with questions specifically related to planned giving for their parishes; Donor recognition societies:
Saint Joseph Society: Benefactors for the Local Church Membership: ($2,000 + to Local Church through appeals and campaigns) Annual Mass and reception with the Bishop to be held for members of the Saint Joseph Society; Saints Francis and Saint Clare Society: A Legacy in Giving to the Local Church Membership: (Planned Gifts) Annual Mass and luncheon with the Bishop to be held for members of the Saints Francis and Saint Clare Society; Crosier Society: Partners in Shepherding the Local Church Membership: ($10,000 + to The Foundation) Annual Mass and luncheon with the Bishop to be held for members of the Crosier Society; Holy Family Society: Patrons for the Local Church Membership: ($50,000 + to Local Church institutions through outright gifts, appeals, campaigns, The Foundation, or planned gifts) Annual Mass and luncheon with the Bishop will be held for members of the Holy Family Society Phase 2 An annual all day meeting for the Planned Giving Advisory Council and The Foundation Board to set annual goals and event scheduling; An annual The Catholic Foundation of Northcentral Indiana, Inc. Dinner to promote and raise funds for endowments; Annual deanery breakfasts, lunches or dinners in each deanery to promote deanery and parish endowments and educate on planned giving and The Foundation to potential donors; Bi-annual day pilgrimages with the Bishop and potential donors to Midwest Catholic shrines; Planned Giving Advisory Committees on the deanery level to assist parishes Donor Advised Funds capability in The Foundation; Phase 3 The Catholic Foundation of Northcentral Indiana, Inc. to be self funded C Endowment Focus and Endowment Creation Action Plan The Catholic Foundation of Northcentral Indiana, Inc. will be proactive in the education of donors and potential donors in making them aware of the priorities of The Foundation. From past documentation, meetings though out the Diocese, input forms, and personal recommendations, The Foundation will focus on the following areas of endowment creation: General Needs of the Diocese Catholic Laity Education & Assistance A) Religious Education B) Outreach Programs C) Hispanic Ministry Vocations to Priesthood, Diaconate, and Religious Life Culture of Life and Social Justice Concerns Catholic Parishes Catholic Schools General Needs of the Diocese The Diocese needs general endowments to address the basic needs for operation. The following endowment fund will be promoted on a general Diocesan level to give the Bishop flexibility in a broad-spectrum of needs of the Diocese: Bishops Foundation Fund for the Future Catholic Laity Education & Assistance The expansion of lay leadership within the Church and need for Catholic community identity within the Diocese requires increased lay religious education and outreach program resources. The following endowments will be established: CFNI Endowment for Catholic Laity Religious Education CFNI Endowment for Catholic Outreach Programs The Catholic Hispanic population is growing at an amazing rate in the Local Church. The combinations of a Hispanic migrate and transplanting community will continue to grow new challenges for Catholic Hispanic Ministry and a need for greater resources. The following endowments will be promoted and/or established: Northcentral Indiana Hispanic Scholarship Fund Father Perry Trust to Educate Hispanics for Service as Lafayette Diocesan Priests and Lay Ministers Bishops Fund to Aid Hispanic Migrant Workers and Hispanic Immigrants within the Lafayette Diocese CFNI Endowment for Hispanic Ministry Vocations to Priesthood, Deaconate, and Religious Life The constant need for healthy vocations to the priesthood, diaconate and religious life should be a priority. To defray the high cost for priesthood and deaconate education will be a challenge to the Local Church. The constant need to maintain vocations for current priests, deacons, and the religious will also need attention for long-term health. The Foundation will promote the creation and funding of the following endowments for priesthood, diaconate and religious life: Casper J. Hardebeck Memorial Endowment Fund to Aid Diocesan Seminarians CFNI Endowment for Priesthood, Diaconate, and Religious Life Enrichment CFNI Endowment for Priest Retirement CFNI Endowment for the Diaconate Program in the Diocese of Lafayette-in-Indiana CFNI Endowment for Religious Life in the Diocese of Lafayette-in-Indiana
Culture of Life and Social Justice Concerns The breaking down of the traditional Catholic family, respect from human life and a just society creates numerous challenges for maintaining a healthy Local Church and its ministries. The Foundation will educate donors and possible donors in the aspects of linking funding to such causes. The following endowments will be promoted and/or established: Sharing With The Poor Fund CFNI Endowment for the Culture of Life in the Diocese of Lafayette-in-Indiana CFNI Endowment for the Enrichment of Catholic Marriages in the Diocese of Lafayette-in-Indiana Catholic Parishes The demographics of the Diocese will and has been in fluctuation which calls for the need for more flexibility. There is also a physiological and political reality where Catholics through out the Diocese do not always see Lafayette in a friendly light. This is normal to an organization that is spread out in territory and where there is difficulty in creating clear communication and relationship building. Endowments will be established on a deanery and parish basis where parishioners have ownership for the local funds and thus are more likely to contribute to parishes and schools in their local community. As well, this will give the Bishop flexibility to address the most pressing needs within the parishes of that deanery. The following endowments will be established: Six endowments for the Catholic parishes by Deanery: (Anderson, Carmel, Fowler, Lafayette, Logansport and Muncie) An endowment for each Catholic parish in the Diocese of Lafayette-in-Indiana Catholic Schools The demographics of the Local Church that has been in fluctuation with the parishes also affects the schools in a similar manner, but their funding challenges will become even more acute. The same physiological and political reality in the parishes applies as well in the Catholic school setting. School endowments will be established on a deanery and school basis where there is more ownership and parishioners are more likely to contribute to schools in their local community. As well, this will give the Bishop flexibility to address pressing needs of the schools within that deanery. The following endowments will be established: Six endowments for Catholic schools by Deanery: (Anderson, Carmel, Fowler, Lafayette, Logansport and Muncie) An endowment for each Catholic school in the Diocese of Lafayette-in-Indiana
Monitor and Update a 10 Year Strategic Plan (2005-2015) At each Quarterly Planned Giving Advisory Council Meeting the strategic progress will be monitored by the Planned Giving Advisory Council by presenting reports from each sub-committee on progress of selected programs. A 10 Year Strategic Plan can be adjusted and updated at these meetings making the strategic plan a flexible working strategy to bring planned giving and The Foundations goals into reality. The Planned Giving Officer will present a report each quarter on assess development, program progress and suggestions of priorities for the next quarter. Conclusion With the publication of this strategic plan we would like to express our gratitude to all through out the Diocese of Lafayette-in-Indiana and beyond for your opinions and suggestions. We believe this plan is the approach that planned giving and The Foundation should take to be a key player in the Catholic ministries within the Local Church. We look forward to viewing the great achievements The Foundation can make in addressing the mission of the Local Church. Planned Giving and The Foundation are only tools of the Local Church to spread the love and support of Christ which is the foundation all good things are built on, thus the theme: Christ, Our Foundation. By constructing Catholic planned giving and The Foundation to be closely linked to the mission of the Catholic community, these programs will hopefully, over time, create public opinion of it as an agent for the transformation and nurturing of a much greater spectrum of Catholics and the public. The Catholic Foundation of Northcentral Indiana, Inc. by being Catholic mission focused gives Catholics an alternative to local secular foundations. Now it has the opportunity to create programming, returns, and accountability that will make it attractive alongside other foundations within the Northcentral Indiana community. At the beginning of this strategic plan we placed a quote that rings even more true in the challenges will be addressed in the next 10 years:
Together in His Service, Pamelia Storms-Barrett Michael T. Pirnat Director Planned Giving Officer
Pastoral Office of Stewardship & Development Diocese of Lafayette-in-Indiana |
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