2017 CDA Leadership Training January Charity and Development Appeal PARISH LEADERSHIP TRAINING. Kick off CDA Weekend is February 11/12, 2017

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1 Charity and Development Appeal PARISH LEADERSHIP TRAINING Introduction Kick off CDA Weekend is February 11/12, 2017 Love that Gives Hope Give. Hope. New pledge card design = new messaging New ways to make a CDA gift = new messaging New communications channels = new messaging Pledge card processing remains the same 1

2 CDA Materials Parishioners who have participated in the CDA last year have received a card in the mail. Parishioners who have participated in the past will receive a pledge card at the beginning of February In pew pledge cards are attached to an information piece and inserted into a very colorful and decorative envelope. Posters Black Pens Videos CDA Materials Bulletin Articles, Pulpit Announcements, Intercessions Website dphx.org/cda with new online giving page Video Series Speaker scripts incorporate new giving options FlockNote 2

3 Developing a Strategy Who is delivering the message? Pastor and Presider support Lay speakers Video How is the message being transmitted? At Mass (homily, announcements, etc) Bulletin, website, s, etc. When are we delivering the message? More than a second collection Multiple weeks Why is the CDA important? Messaging Love that Gives Hope Actual beneficiaries of CDA funded programs and organizations CDA is our way of providing for those in need Charitable organizations that feed, clothes and protect the most vulnerable CDA is our way of supporting the faith life of the Church Support vocations of all kids Support the faith development of children and adults Support other evangelization efforts of the Diocese of Phoenix 3

4 FlockNote Will have templates and messaging available Watch for updates in the coming weeks for instructions First one will be a follow up to the weekend of February 11/12 Will include the video Will include a donate now button or link to encourage online giving In Pew Solicitation Introduction to CDA Video Introduction to pledge cards no credit cards or ACH options on paper Gifts and payments can be made online or by text to give If you have not yet made a gift, please make one today Thank those who have already made their gift and encourage them NOT to complete a card 4

5 In Pew Solicitation Walk through completing the pledge cards/online giving/text to give Collect pledge cards do not co mingle with regular collection Encourage all to make a gift today! Multiple weekends Pastor, staff and pulpit support Ongoing visibility make it easy Three Ways to Make a Gift Complete and return a pledge card to the parish Could be pledge only Could be accompanied by a check or cash payment Set up a scheduled payment plan or one time gift online at dphx.org/cda Easy to use and extremely mobile friendly Very flexible on dates/frequency/payment methods Encourage a monthly or quarterly giving amoung (i.e. $25 per month) New system everyone must register for a new account Make a one time gift by text Easy to use Text the amount with CDA to First time, receive a link to a form to complete with payment info 5

6 Complete a Pledge Card $500 $50 $450 X X Donate Online dphx.org/cda Click Donate Online Button Register for a new account Click Give Online in the menu on the right To give on a scheduled basis To give one time today Choose the frequency Unclick the Scheduled Gift Box Choose the date Enter in the payment amount Enter in Payment Amount Click Setup Payment Method, enter in all information, click Save Once it is set up, click Next Verify information and click Finish to complete the gift An will be sent confirming every payment 6

7 Text to Give Sample Text: $100 CDA Will receive a link back to complete payment information One time gift only but can send multiple texts during the appeal After one gift is made, the system will remember your information All information is highly secured PCI Compliant No credit card or ACH giving on pledge card Same process as previous years Use black pens order today Parish Progress Reports are sent out every Tuesday morning through the end of June. Our greatest hope momentum! 7

8 Two types of cards Preprinted with donor information (these are mailed to all past donors) Two types of cards Non Printed Cards (are placed in the pews) 8

9 Looking up Diocesan ID# s Every parish will receive a listing of parishioners (preferably ) Write clearly and in black pen ID # Title FirstName LastName Suffix Spouse AddressLine1 City State PostalCode 2016CDA 2017CDA 2229 Ms. Jane Doe 5638 W Poinsettia Dr Peoria AZ $ Mr. & Mrs. John Q. Smith, Jr. Susan 6903 W Sunnyside Dr Glendale AZ $ $ with Cash Payments No more than 50 cards per parish check Place cards that do not have ID numbers in front of those with ID numbers One bundle with parish check in an individual envelope If there is more than one bundle, put cards with ID numbers together and those without together Parish check must equal the total of Check Enclosed Today for each bundle Please do not send any cash in the mail 9

10 Processing Loose Cash Total the loose cash Write the total on the pledge card Write the number of donors represented There is no name or any donor id# for this card Put the parish check and the pledge card in an individual envelope Can be one of the 50 cards with 1 parish check Cash bundles should be ordered: Loose cash (no ID number) Cards without ID numbers Cards with ID numbers Prayer Pledge Only Check for ID# Send to: Carrie Aranda Diocese of Phoenix CDA 400 E Monroe Phoenix, AZ

11 Payroll Deductions Payroll deductions are now handled through Bswift Log in to your BSwift account at On the left side menu, click Life Events Select the last choice, Other life events Select Enroll/Change my Charity and Development Appeal (CDA) Contribution For the question, When did your life event take place?, enter the current date Enter in your payroll deduction amount which will automatically calculate your annual pledge based on how many pay periods are left in the year. Save the life event enrollment Reporting Weekly reports will include a summary sheet with parish totals and appeal totals Detailed report attached will be a cumulative list ( only) Will include pledge date Will be an Excel file for easy sorting, etc. 11

12 Communication Weekly information sent with Progress Reports Website Parish Resources Page List of all parishioners with 2016 and 2017 gifts for follow up. Phone calls s Contact Us Director of the Charity and Development Appeal Carrie Aranda Pledges Line Online dphx.org/cda 12