2017 BISHOP S ANNUAL APPEAL LIVING THE GOSPEL IN FAITH, HOPE, AND CHARITY INSTRUCTION AND REPORTING PROCEDURES MANUAL

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1 2017 BISHOP S ANNUAL APPEAL LIVING THE GOSPEL IN FAITH, HOPE, AND CHARITY INSTRUCTION AND REPORTING PROCEDURES MANUAL

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3 Table of Contents A Message from Bishop Frederick F. Campbell...1 Bishop s Annual Appeal Campaign Prayer...2 Bishop s Annual Appeal Parish Support Coordinator...3 Bishop s Annual Appeal Facts and Figures...4 Bishop s Annual Appeal Allocation of Funds...5 Bishop s Annual Appeal Calendar...7 Bishop s Annual Appeal Materials...9 Bishop s Annual Appeal Overview...11 Announcement Weekend...12 Bishop s Annual Appeal Posters...12 Needed Materials for Announcement Weekend...12 Suggested Announcements, Scripts and Prayers of the Faithful...13 Recruiting New Volunteers...14 Pastor s Introductory Letter...15 Bishop s Annual Appeal Weekend...16 Needed Materials for Appeal Weekend...16 Suggested Announcements, Scripts and Prayers of the Faithful...17 In Pew Solicitation and Worker Stations...18 Needed Materials for Worker Stations...18 Suggested Announcements, Scripts and Prayers of the Faithful...18 Direct Mail and Telephone Follow-Up...19 Sample Pastor s Follow-Up Letter...19 Helpful Suggestions...20 Needed Materials for Telephone Follow-Up Calls...20 Instructions...21 Reporting Procedures of Gifts and Pledges...22 Pledge/Payment Auditing Process...24 Pledge Envelope...29 Parish Report Form Payment and Pledge Increase Report Form Bishop s Annual Appeal Clip Art...32 The information in this manual is designed to assist parishes in reaching their Annual Appeal goal. Any questions regarding the Bishop s Annual Appeal may be directed to an Appeal Parish Support Coordinator (PSC) in the Diocesan Office of Development and Planning, 197 E. Gay St., Columbus, Ohio , ; Toll-Free ; Fax ; for addresses and listing of BAA Parish Support Coordinators (PSC) see page Bishop s Annual Appeal i

4 A Message from Bishop Frederick F. Campbell February, 2017 Dear BAA Workers and Volunteers: I am so grateful for your service and your support on behalf of the entire Diocesan family, thank you for your leadership for the Bishop s Annual Appeal. Together, as ambassadors for Christ, attend to the needs of our diocese and we thank God for the many gifts and blessings He has bestowed upon us. With your leadership and support, last year s Bishop s Annual Appeal raised over $7.8 million of which more than $1.3 million has been redistributed directly back into our parish communities. The life of all our parishes throughout the 23 counties of our diocese are impacted by your faithful stewardship in support of the Bishop s Annual Appeal. Our theme for 2017 is Living the Gospel in Faith, Hope, and Charity. God s love for us is infinite and in response to this love, as one united diocesan family, we respond generously to the Bishop s Annual Appeal. Because, when we as a community respond to God s love by advocating for those in need, we become a more credible and authentic witness of what it means to live the Gospel. Sincerely yours in Christ, Most Reverend Frederick F. Campbell, D.D., Ph.D. Bishop of Columbus 1 Bishop s Annual Appeal 2017

5 Bishop s Annual Appeal Prayer The Appeal Prayer is a very important component of the Annual Appeal. We ask for your fervent prayer in requesting the continued generosity of God s people throughout our Diocese in supporting the 2017 Bishop s Annual Appeal Bishop s Annual Appeal Prayer Oración de la Campaña Anual del Obispo 2017 Heavenly Father, we are always thankful for all you have given us. We are especially grateful that you have sent to us your Son to be our Savior. That is the true Good News: that you love us and call us to yourself. Help us to live this Good News, this Gospel, in Faith, Hope, and Charity. Help us to respond generously to your love by sharing our material blessings for the good of all in our diocese. Send your Spirit to dwell in our hearts, so that all we do may give praise and honor to your name. We ask this through Christ our Lord. Amen. Padre Celestial, estamos siempre agradecidos por todo lo que nos brindas. Especialmente te agradecemos que nos hayas enviado a tu Hijo para ser nuestro Salvador. Esta es la verdadera buena nueva: que tú nos amas y nos has llamado a ti. Ayúdanos a vivir esta buena nueva, este evangelio en fe, esperanza y caridad. Ayúdanos a responder generosamente a tu amor compartiendo nuestras bendiciones materiales por el bien de todos en nuestra diócesis. Envía tu Espíritu a habitar en nuestros corazones, para que todo lo que hagamos sea para glorificarte y honrar tu nombre. Te lo pedimos por Cristo nuestro Señor. Amén We would like to invite you to also share your own personal prayer request. Prayer Request cards will be made available at the Appeal Worker Dinners. LIVING THE GOSPEL IN FAITH, HOPE, AND CHARITY PRAYER REQUEST We would like to encourage you to share your Prayer Request with Bishop Campbell. Please pray for: All prayers are remembered at special Masses at St. Joseph Cathedral. Fill out this card and drop it off at the end of the dinner or return it by mail to the Office of the Bishop: 198 East Broad Street Columbus, Ohio Bishop s Annual Appeal 2

6 Bishop s Annual Appeal Parish Support Coordinator This Instruction and Reporting Manual is designed to assist the parish pastor and leadership team in conducting the Bishop's Annual Appeal. Although there are many similarities to the previous manual, you will find new content and information relevant to the current annual appeal. Please review the enclosed information closely. Each year is an opportunity to take a fresh approach to participating in the Bishop s Annual Appeal. Last year seventy-three (73) parishes exceeded their Appeal goal and more than $1.3 million has already been refunded back to parishes to fund their various projects and needs. Take this time to share with your parish community how their participation in the Appeal helps us all to live out our call to discipleship. Share how the parish community will benefit from the resources gained in meeting and exceeding the parish Appeal goal. Parish Support Coordinators (PSC) from the Office of Development and Planning have been established to support your parish through the Appeal process. The parish pastor, chairperson(s), reporter, and Appeal volunteers should not hesitate to contact an Appeal PSC for help and needed support. Below is a list of the PSCs in the Office of Development and Planning. BISHOP S ANNUAL APPEAL PARISH SUPPORT COORDINATORS (PSC): Michael Ames mames@columbuscatholic.org x 1401 Patty Perna pperna@columbuscatholic.org x 1404 Virginia Ritzenthaler vritzenthaler@columbuscatholic.org x 1403 Suzanne Roberts sroberts@columbuscatholic.org x 1402 Erin Schorr eschorr@columbuscatholic.org x 1406 Jillian Singer jsinger@columbuscatholic.org x 1408 CONTACT INFORMATION: The Office of Development and Planning 197 E. Gay Street, 4th Floor, Columbus, OH / Toll Free / Fax Andrea C. Pannell Erin Neal Michael Ames Peggy Cooper Patty Perna Virginia Ritzenthaler Suzanne Roberts Erin Schorr Jillian Singer Ellen Weilbacher Episcopal Moderator Director of Major Giving Special Events Coordinator Census Manager Program Associate Program Associate Development Assistant Program Associate Development Assistant Pastoral Services 3 Bishop s Annual Appeal 2017

7 Diocesan Information Bishop s Annual Appeal Facts and Figures The diocesan goal for 2017 is $6.5 million. The Bishop s Annual Appeal is the major fundraising effort conducted annually throughout our 23-county diocese with all parishes participating. The Bishop s Annual Appeal provides funds for ministries, programs and services in education, charity, spiritual formation, pastoral ministry, parish assistance, and much more. See pages 5-6 for additional information or visit the diocesan website at: Every parish exceeding its parish goal will receive 100% of payments received over and above the parish s goal, free from the diocesan assessment. Pledges may be paid over 10 months from June through the following March. Every gift is tax-deductible. We ask that each and every family of our diocese pray for the success of the Appeal and consider a gift to the Appeal. No gift is too small Bishop s Annual Appeal Facts and Figures The 2016 Appeal realized more than $7.8 million in pledges with more than $7.2 million paid as of February 1, The average pledge in the 2016 Appeal was $ A total of 22,378 households contributed to the 2016 Appeal. Seventy-three (73) parishes exceeded their goal, providing more than $1.3 million for the needs of our individual parishes and missions. The 2016 Miter Society grew to 2,229 members, welcoming more than 320 new members. The 2016 Miter Society pledged more than $3.8 million towards the $6.3 million goal. The 2016 Miter Society average gift was $1, Parish Information Please contact your pastor or parish administrator for the most recently updated information below: Our 2017 Parish Goal is: $ Amount Pledged Last Year: $ Number of Donors Last Year: 2017 Bishop s Annual Appeal 4

8 Bishop s Annual Appeal Allocation of Funds Allocation Of BAA Funds Education Programs 11% Social Concerns 10% Priest, Deacon and Seminarian Education 21% Appeal Costs 4% Parish Life Enhancements 18% Spiritual and Pastoral Programs 17% Student and School Assistance 19% The money raised through the Bishop s Annual Appeal helps to financially assist the following ministries, programs and offices. Please visit for more information on diocesan offices, ministries and events. OFFICE OF VOCATIONS Education and formation of seminarians pursuing a vocation to the priesthood. Funds events and programs such as the Andrew Dinners and Learn to Discern. OFFICE OF THE DIACONATE Offers comprehensive formation, continuing education, workshops, and retreats for all Deacons and Diaconate candidates. OFFICE FOR DIVINE WORSHIP Assists the office to support the Bishop in his role as chief liturgist for our diocese. Funds help to support the spiritual and pastoral programs such as RCIA, celebration of Confirmation and celebration of Episcopal Liturgies for parishes and groups. RELIGIOUS EDUCATION AND CATECHESIS OFFICE Supports all Parish School of Religion teachers and parish catechists to form the foundations of faith for young minds. 5 Bishop s Annual Appeal 2017

9 Bishop s Annual Appeal Allocation of Funds OFFICE OF CATHOLIC SCHOOLS Provides tuition assistance to families in need. Offers grants to secondary schools for capital needs and financial support for faculty and staff development and curriculum enhancement. MARRIAGE AND FAMILY LIFE OFFICE Provides marriage preparation for couples and life enrichment programs to families. Funds ministries, programs and workshops on parenting and natural family planning. OFFICE FOR SOCIAL CONCERNS Funds the overall goals and mission of the office to build social order through systemic change. Serves as local liaison for national programs: Catholic Relief Services and Campaign for Human Development. BLACK CATHOLIC MINISTRIES Supports the mission of Black Catholic Ministries to promote education, spiritual growth and evangelization within the African American community. CATHOLIC LATINO MINISTRY OFFICE Funds the ministry programs and conferences that focus on the Latino community. DIOCESAN COUNCIL OF CATHOLIC WOMEN Helps to support, empower and educate all Catholic Women in spirituality, leadership and service. JOINT ORGANIZATION FOR INNER-CITY NEEDS Supports the mission of J.O.I.N. to reach out to those who are in need, Catholic and Non-Catholic alike. OFFICE OF YOUTH AND YOUNG ADULT MINISTRY Provides funding for ministries and programs for youth and young adults at parishes, in Catholic schools and on college campuses within our diocese. RETREAT CENTERS Provides ongoing support for the operation and staffing of retreat facilities. INSTITUTIONAL ASSISTANCE Provides programs for the elderly, crisis intervention, and spiritual care of the hospitalized and the infirm. ASSISTANCE TO PARISHES Offers an opportunity for parishes to receive funding to be used for the needs of the parish Bishop s Annual Appeal 6

10 Bishop s Annual Appeal Calendar March Sun Mon Tue Wed Thu Fri Sat ASH WEDNESDAY 5 6 KICK-OFF DINNER Our Lady of Lourdes, Marysville 7 8 KICK-OFF DINNER St. Patrick, Columbus Pastor asked to verify/return Miter Listing to Office of Development and Planning 15 KICK-OFF DINNER St. Ann, Dresden Miter Mass and Dinner Invitations sent from the Office of Development and Planning April 2017 Sun Mon Tue Wed Thu Fri Sat 1 Begin displaying BAA posters at the parish 2 3 Bishop s solicitations ($500 and above) to be mailed by the Office of Development and Planning 4 5 BAA Materials Packing Day by Office of Development and Planning 6 BAA Delivering and mailing boxes to parishes HOLY THURSDAY GOOD FRIDAY 15 HOLY SATURDAY 16 EASTER 17 EASTER MONDAY Diocesan Building Closed 18 RSVP date for Miter Mass and Dinner (priests wanting to concelebrate should notify the Office of Development and Planning) BAA brochure is mailed to all registered households in the diocese by Office of Development &Planning 30 BAA Announcement Weekend/Bulletin Announcement BAA Announcement Weekend/Bulletin Announcement Miter Mass and Dinner at St. Andrew Bishop s Annual Appeal 2017

11 Bishop s Annual Appeal Calendar May Sun Mon Tue Wed Thu Fri Sat Parish Pastors to mail introduction letters to parishioners Parish Volunteers meet and coordinate roles for BAA weekends and solicitations BAA KICK-OFF WEEKEND Play Bishop s message and Pastor s Talk Sign up during Mass 7 BAA KICK-OFF WEEKEND Play Bishop s message and Pastor s Talk Sign up during Mass 14 Mother s Day Parish Continue Solicitation provide worker stations at parish PARISH REPORT #1 Send to the Office of Development and Planning PARISH REPORT #2 Send to the Office of Development and Planning Parish Continue Solicitation provide worker stations at parish Parish Continue Solicitation provide worker stations at parish 21 Parish Continue Solicitation provide worker stations at parish Pastor/Parish to begin Follow Up Solicitation by letter/telephone 25 PARISH REPORT #3 Send to the Office of Development and Planning Parish Continue Follow Up Solicitation use mail or telephone solicitation 28 Parish Continue Follow Up Solicitation use mail or telephone solicitation 29 Memorial Day Diocesan Building Closed June 2017 Sun Mon Tue Wed Thu Fri Sat 1 PARISH REPORT #4 Send to the Office of Development and Planning 2 3 Parish Continue Follow Up Solicitation use mail or telephone solicitation 4 Parish Continue Follow Up Solicitation use mail or telephone solicitation 5 First BAA 2017 Debit/Credit Card processing by the Office of Development and Planning starts June 5th 6 7 First BAA 2017 Pledge Reminders sent to parishioners by the Office of Development and Planning 8 PARISH REPORT #5 Send to the Office of Development and Planning 9 10 Parish Continue Follow Up Solicitation use mail or telephone solicitation 11 Parish Continue Follow Up Solicitation use mail or telephone solicitation 18 Father s Day Parish Continue Follow Up Solicitation use mail or telephone solicitation 25 Parish Continue Follow Up Solicitation use mail or telephone solicitation PARISH REPORT #6 Send to the Office of Development and Planning PARISH REPORT #7 Send to the Office of Development and Planning 26 Please turn in all no gifts to the Office of Development and Planning by June 30th 27 Reminder: Office of Development and Planning will mail a Follow-Up Letter from Bishop in mid-july PARISH REPORT #8 Send to the Office of Development and Planning Parish Continue Follow Up Solicitation use mail or telephone solicitation Parish Continue Follow Up Solicitation use mail or telephone solicitation Bishop s Annual Appeal 8

12 Bishop s Annual Appeal Materials Bishop s Annual Appeal Materials and Supplies: Parishes are asked to respond to the request for Appeal materials in January by returning their Materials Order Forms to the Office of Development and Planning. Delivery of materials and supplies are made the second week in April. We ask that you please take a moment to look through the contents of your box when your materials and supplies arrive. Most Parish BAA Materials are available electronically and can be found on the diocesan website at, or by contacting your PSC in the Office of Development and Planning. Materials not available electronically are clearly noted. *Please note that all BAA 2017 electronic materials will be made available as of April 7, Each parish will receive the following materials for the Bishop s Annual Appeal. Pink ID Labels with Family ID: Affix to the pledge envelopes after the envelopes have been returned from the parishioners or to Telephone Follow-up cards. (NOT available electronically) Pledge/Payment Record Form 3: Use this spreadsheet to assist the Reporter in the recording of week-byweek pledge/payment results. Parish Alpha Listing: A listing of all registered parish families based on the Diocesan Census database. A Listing of Donors from the 2016 Appeal: A listing of all parishioners who made a contribution to the 2016 Appeal on behalf of the parish. This information can assist in identifying potential Miter Society Members as well as increase overall participation. Instruction and Reporting Manual: Manuals will be handed out at Kick-off dinners held in February and March or mailed to the parish with the Appeal materials. 2. The following materials are made available to each parish in the quantities they have requested. These materials should be have been ordered on the Materials Order Form. Bishop s Audio Message on CD: This is an audio message from Bishop Campbell, in both English and Spanish, made available on compact disc to be shared at all Masses Appeal Weekend May 6 7. Pledge Envelope: These are needed for all methods of solicitation except Telephone Follow-up. Each parish is encouraged to order enough envelopes for BAA Kick-Off Weekend for in-pew sign-up during Mass, Worker Stations, and inclusion in Pastor s Follow-up Letter. Envelopes are available in English and Spanish. (NOT available electronically) Poster: Posters are made available in English and Spanish for display within parish buildings throughout the Appeal process starting on Announcement Weekend April 29-30, or sooner. 9 Bishop s Annual Appeal 2017

13 Bishop s Annual Appeal Materials Brochure: A BAA Brochure is mailed out to ALL registered households listed in the diocesan census and those unregistered households that have previously given to the Appeal. Brochures may be ordered to have available at your parish upon request. Brochures are available in English and Spanish. *Please note the English version only is included in the Brochure Mailing. Volunteer Recruitment Card: These cards can be used at Mass on Announcement Weekend to recruit parish members to assist with the Bishop s Annual Appeal. Name Tags: These can be used to make it easier for parishioners to identify your BAA parish volunteers. Parish Report Form (Form 10): This form is a three-part carbonless reporting form that serves as the transmittal document to be used when reporting all Appeal gifts, new pledges, existing pledge increases and payments received at the parish to the Office of Development and Planning. Payment and Pledge Increase Form (Form 11): This is a supplemental reporting form used to report payments and/or a requested pledge increase on an existing pledge made at the parish after a pledge has been reported to the Office of Development and Planning. The newly revised Form 11 should be submitted to provide details explaining the dollar amounts entered on the Pledge Increase line 5 and Payments line 10 on the Parish Report Form (Form 10). Parish Report Envelopes (Form 8): The white tear-resistant reporting envelopes are available in two sizes (7½ x10½ and 11½ x14½ ). Parishes can order a combination of both sized envelopes considering the needs of the parish. Telephone Follow-Up Manual: This manual is available for parish volunteers who will be making follow-up phone calls to parishioners throughout the Telephone Follow-up solicitation period of four weeks, May 27 through June 25, Telephone Follow-Up Card: This card is used for the Telephone Follow-up solicitation period and to record pledges and comments. This process can be a very effective way of discreetly letting your pastor know of his parishioners needs. White Mailing Labels: These mailing labels are made available for parishes to use in the mailing of the pastor s Introductory and Follow-up letters Bishop s Annual Appeal 10

14 Bishop s Annual Appeal Overview The steps outlined below are suggested procedures to carry out the Appeal solicitation. The entire Appeal process is conducted over the course of three months beginning with Announcement Weekend. STEP 1. ANNOUNCEMENT WEEKEND - APRIL 29/ 30 Announcement Weekend allows the parish to prepare for the Bishop s Annual Appeal Weekend, May 6 7. We ask that you begin to announce the Appeal effort and encourage participation. To better assist you, we have provided bulletin and pulpit announcements and prayers you can include in Prayers of the Faithful (see page 13). This weekend is also an opportunity to recruit new volunteers to assist in the parish s effort. STEP 2. PASTOR S INTRODUCTORY LETTER TO PARISHIONERS WEEK OF MAY 1 The Pastor mails his Introduction Letter out to all parishioners the week of May 1. This letter will prepare parishioners for the upcoming Appeal Weekend and reinforce the message presented at Mass via the pulpit, bulletin inserts, and Prayers of the Faithful. Steps 1 and 2 are to generate awareness for the Appeal s pledge process. STEP 3. BISHOP S ANNUAL APPEAL WEEKEND MAY 6/7 It is suggested that Bishop Campbell s audio message be played at each Mass held the weekend of May 6 7. Parishioners are also asked to complete a pledge envelope and return it during Mass. Please read carefully pages 9-10 for materials needed along with pledge envelope instructions. Pages provide the reporting procedures of Gifts and Pledges. STEP 4. IN-PEW SOLICIATION WITH WORKER STATIONS MAY 13/14 AND 20/21 Two consecutive weekends following the Appeal Weekend, parishioners are given additional opportunity to make a pledge to the Appeal. Worker Stations are set up after each Mass to encourage those who have not yet participated to do so (See page 18). STEP 5. DIRECT MAIL AND TELEPHONE FOLLOW-UP MAY 27/28 - JUNE 24/25 Direct Mail and Telephone Follow-Up tools are used after all in-pew solicitations have concluded (See pages 19-21). It is suggested that the above series of weekends are used to conduct the steps of the campaign allowing every parishioner an opportunity to participate. Making every effort to contact each and every parish family has proven to be successful in reaching high percentages of participation. Keep in mind your parish keeps every dollar that is collected over your parish goal. This message should be conveyed to the parish community as an incentive to achieving their goal. 11 Bishop s Annual Appeal 2017

15 Step 1. Announcement Weekend - April 29 and 30 Announcement Weekend The pastor or Appeal chairperson(s) should announce at all Masses that the upcoming weekend will be "Appeal Weekend for the 2017 Bishop s Annual Appeal. We ask that time is set aside to explain the Appeal campaign plan in which everyone will be asked to make a pledge at Mass on Appeal Weekend, May 6 and 7. Explain that pledge envelopes will be distributed giving everyone an opportunity to respond. It is important to announce the upcoming solicitation so that parishioners will be prepared to make their gift on Appeal Weekend. Bishop s Annual Appeal Posters: Prior to Announcement Weekend we ask that the Bishop s Annual Appeal Posters are displayed in high traffic areas of the church, school, parish center and other areas where they will be seen. The Appeal poster is designed to help bring awareness to the parish community about the Bishop s Annual Appeal. The posters are ordered through the Office of Development and Planning and are distributed at the Regional Worker Dinners. Needed Materials for Announcement Weekend: Bulletin Announcement - The suggested bulletin insert can be used to reinforce the pulpit message and remind parishioners to consider a gift to the 2017 Bishop s Annual Appeal during the upcoming Appeal Weekend, May 6 and 7. The provided announcement can be revised to accommodate the parish. Scripts for Pulpit Announcement - A suggested script has been provided to assist the pastor or parish chairperson in announcing the upcoming Appeal Weekend. This message can be revised to accommodate the needs of the parish and should be presented during each Mass. Prayers of the Faithful - The prayers provided can be revised to accommodate the parish. Volunteer Recruitment Cards - Recruiting new volunteers can be done by using the BAA Volunteer Recruitment Cards. Volunteer cards are available electronically or through the Office of Development and Planning Bishop s Annual Appeal 12

16 Announcement Weekend Suggested Announcements, Scripts and Prayers of the Faithful for Announcement Weekend: Suggested Bulletin Announcement: Living the Gospel in Faith, Hope, and Charity, the theme of the 2017 Bishop s Annual Appeal reminds us of who we are as a Faith Community. Next weekend is Commitment Weekend for the Appeal. Through this annual campaign, we are given the opportunity to support the programs and ministries that benefit so many; education of our children in their Faith, adult and youth programs, social concerns ministries, marriage preparation and the education and support of our seminarians and deacons. Your gift and your prayers will help to make this year s appeal a success. Our parish is asked to raise $ this year for the appeal. Every contribution counts and every dollar that we raise over the stated goal, will be returned to our parish to be used to directly benefit our community here at [enter parish name]. We are blessed with much; let us respond generously to the Bishop s Annual Appeal. Suggested Pulpit Announcements: Next weekend is Commitment Weekend for the 2017 Bishop s Annual Appeal. You will have the opportunity to make a gift or a pledge during Mass. The Appeal provides substantial financial support to essential programs and ministries that benefit so many within our diocese. The education of our children, whether through the Parish School of Religion or in our Catholic Schools, preparation courses for marriage, and the education of our future priests and deacons as well as the many social concerns issues in our community are just a few of the programs that depend on our support of the Appeal. Our parish has been asked to raise $ for this year s appeal and every dollar raised over that amount will be returned to our parish to be used where it is needed. This year s theme, Living the Gospel in Faith, Hope, and Charity, compels us to join in the mission of the Gospel by sharing from our abundance. Suggested Prayers of the Faithful: As we walk humbly with God in Faith and with Hope, may we be most Charitable when seeing the needs of others. We pray for the success of the Bishop s Annual Appeal. or Strengthen our hearts, O Lord, that we may have the courage to live your word in reaching out to our neighbor in need. We pray for the success of the Bishop s Annual Appeal. 13 Bishop s Annual Appeal 2017

17 Announcement Weekend Recruiting New Appeal Volunteers: Announcement Weekend is also an opportunity to encourage and recruit new volunteers to assist in the parish s Appeal efforts. Recruiting new volunteers can be done by placing the recruitment cards in the pews on Announcement Weekend. Those interested should be encouraged to complete and return the volunteer card to a worker station or the parish office. New Volunteers can assist the Appeal in the following ways: Prepare parish bulletin inserts. Assist with pastor s introductory mailing. Present pulpit announcements prior to and on Bishop s Annual Appeal Weekend. Prepare for the Bishop s Annual Appeal Weekend. Place posters in the church. Place pledge envelopes and pencils in the pew. Collect pledge envelopes on Bishop s Annual Appeal Weekend. Staff worker stations to answer questions and hand out pledge envelopes. Assist with the Telephone Follow-up phone calls. A template for the Volunteer Recruitment Cards is available electronically on the diocesan website at: or you can call your Parish Support Coordinator (PSC) in the Office of Development and Planning (see page 3) at or toll-free at to order volunteer recruitment cards or any needed Appeal materials Bishop s Annual Appeal 14

18 Pastor s Introductory Letter Step 2. Pastor s Introductory Letter mailed out the week of May 1. We encourage the pastor to write and send an Appeal introductory letter to each parish family before Appeal Weekend. To facilitate this mailing, a sample letter has been provided and can be revised to accommodate the parish/pastor. Sample Pastor s Introductory Letter: The Pastor s Introductory Letter should be printed on parish letterhead. The recommended mailing date is Monday, May 1. May 1, 2017 Dear Parishioner: As a parish and a diocese, we are Living the Gospel in Faith, Hope, and Charity. This theme of the 2017 Bishop s Annual Appeal reminds each of us that through these virtues we are living the Gospel and intimately sharing in the life of Christ. In Faith, we believe in the saving grace of Christ, in Hope, we trust in His promise to give us everlasting joy, and in Charity, we are compelled to share with others the many blessings and gifts He has bestowed upon us. The Bishop s Annual Appeal will commence on May 6 and 7. The funds realized through your gifts to the appeal help to bring to life Faith and Hope to many through the various programs and ministries directed by our diocese. Christ entrusted to us the care of His church and with Charity the care of each other. Many of the programs and ministries supported by the Bishop s Annual Appeal benefit the good people of our parish. (The pastor may choose to highlight a specific program or ministry supported by the BAA) This year our parish has been asked to raise $ for the Appeal. May our good God open our minds, our hearts, and our hands to have a year steeped with Faith, Hope, and Charity touching the lives of those in our parish, in our community, and throughout the entire diocese. I am asking you to please support this worthy cause. Through prayer and sacrifice, together, we can reach this goal and perhaps even surpass it. Any amount raised that exceeds our goal will be returned to our parish to be used for whatever needs we might have as a parish. (Pastor may choose to highlight a specific project the parish will address with the BAA funds.) I want to thank you, in advance, for your participation in the 2017 Bishop s Annual Appeal and I want to take this opportunity to express my gratitude to you for your care and concern and the generosity you have shown in support of [name of parish]and the diocese. You remain in my prayers. Sincerely yours in Christ, (Pastor s signature) 15 Bishop s Annual Appeal 2017

19 Bishop s Annual Appeal Weekend Step 3. Bishop s Annual Appeal Weekend May 6 and 7. By now, the appropriate communication and announcements have been made to parishioners via letter, pulpit and bulletin announcements, and Prayers of the Faithful concerning the Bishop s Annual Appeal. The preferred time to deliver the message of the Appeal is after the communion prayer and before the final blessing. Making the case and requesting a pledge is extremely important in obtaining immediate coverage of a large percentage of the parish at one time. An effective message will directly affect how much follow-up work is needed after Appeal Weekend. Needed Materials for Appeal Weekend: Pledge envelopes Supplied by the Office of Development and Planning. You can distribute these by placing them in the pews prior to Mass or have the ushers hand them out during a designated time. Bishop s recorded message on CD - Supplied by the Office of Development and Planning upon request, this CD contains the Bishop s Appeal message in both English and Spanish. Be sure to test the CD and note the start and end time of the message. A CD player - Supplied by the parish. Pencils - Supplied by the parish. Bulletin Announcement - Suggested announcements are provided below and can be revised to reflect the appropriate timeline and accommodate the parish s needs. Script for Pledge Sign-up at Mass - A suggested script is provided for the pastor or chairperson to present during each of the Masses. This can be revised to accommodate the parish s need. Prayers of the Faithful - Suggested prayers can be revised or edited to accommodate the parish s needs. Suggested Announcements, Scripts and Prayers of the Faithful for Appeal Weekend: Suggested Bulletin Announcement: Living the Gospel in Faith, Hope, and Charity This weekend begins the 2017 Bishop s Annual Appeal. As this year s appeal theme reminds us, we are Living the Gospel in Faith, Hope, and Charity as members of His church on earth. We have been asked, as a parish, to realize a goal of $ which will contribute to the diocesan goal of $6.5 million. Your gifts help to support the many programs and ministries directed by our diocese such as the Catholic education of our children, adult ministry programs, marriage preparation programs, the education and support of our future priests and deacons, and so many more programs that often benefit the good people of our own parish. Please prayerfully consider a gift to the Appeal, knowing that no gift is too small. Any amount that is given over our goal will be refunded to our parish to be used for our particular needs Bishop s Annual Appeal 16

20 Bishop s Annual Appeal Weekend Suggested Pulpit Announcement: This weekend is the start of the Bishop s Annual Appeal. Please prayerfully consider a gift in support of the Appeal which makes possible the many ministries and programs that benefit so many in our diocese. Our parish goal this year is $. I invite you to make your pledge now by filling out the front of the envelope provided with your contact information. Be sure to indicate the name of the parish to which you designate your gift. If you are from another parish within our diocese, you may list that parish. On the right side of the front of the envelope, please indicate the amount of your gift. For example, if you are making a pledge of $120, write $120 on the total gift line. If you are paying money now, write the dollar amount enclosed on the line marked paying now. Please do not include credit card payments on the paying now line. Calculate the balance and indicate this amount on the balance line. Please specify your preferred payment schedule, up to ten monthly payments, and check the months you wish to receive a pledge reminder statement. You also have the option of paying your pledge by electronic funds transfer via checking account or by using a Visa or MasterCard. We are informed weekly of new gifts made electronically on behalf of our parish. If you wish to exercise this option, check the box marked 'credit/debit' then provide the necessary information requested on the inside flap of the pledge envelope. Again, we encourage you to fill out and return your pledge envelope at this time. The option for online giving is also available through the diocesan website. We hope that each of you will be able to make a gift today. Please understand no gift is too small! All gifts are needed and appreciated. Let us strive for 100% participation from (name of the parish). Suggested Prayers of the Faithful: Let us live the Gospel and proclaim the good news by acts of Faith, Hope, and Charity. We pray for the success of the Bishop s Annual Appeal. In doing for others, we are living the message of the Gospel. We pray for the success of the Bishop s Annual Appeal. or 17 Bishop s Annual Appeal 2017

21 In-Pew Solicitation and Worker Stations Step 4. In-Pew Solicitation with Worker Stations offered weekends of May 13/14 and 20/21. It is suggested that parishes offer additional opportunities for parishioners to make a gift to the Bishop s Annual Appeal after Appeal Weekend. Solicitation of pledges can be determined by the parish to help with the overall success of the Appeal. Worker Stations can be used and set up in high traffic areas of the church, such as vestibules, parish hall, cafeterias, etc. This is an effective tool that can reduce the amount of follow-up. Needed Materials for Worker Stations: Tables Supplied by the parish are set up to accommodate the anticipated number of parishioners to visit the area. It is suggested that tables are set up to best accommodate the anticipated flow of traffic. Parish Appeal Volunteers Volunteers will staff the stations before and/or after each of the Masses. Pledge Envelopes Supplied by the Office of Development and Planning. Pencils Supplied by the parish. Suggested Announcements, Scripts, and Prayers of the Faithful for In-Pew/Worker Stations: Suggested Bulletin Announcement: We would like to thank all the parishioners who have already pledged their gift to the 2017 Bishop s Annual Appeal. If you have not yet made your commitment, today at Mass provides an opportunity to do so. Pledge envelopes are available at worker stations or in the pews. The needs of our diocese are great. We hope to realize our parish goal with 100% participation. Our parish goal is $ and remember that each dollar raised over this amount will be refunded to our parish. Every gift is important and no gift is too small. Thank you for your generosity. Suggested Pulpit Announcement: We are pleased thus far with the response to the Bishop s Annual Appeal but there are still some parishioners who have not yet returned a pledge envelope. We urge you to prayerfully consider a gift in support of the programs and ministries available through our diocese, many of which benefit the good people of our parish. Our hope is to have 100% participation. No gift is too small and any amount over our goal will be returned to our parish. Pledge envelopes are available in the pews or in the vestibule. Thank you for your generosity. Suggested Prayers of the Faithful: May the message of the Gospel open our hearts to the see the needs of others. We pray for the success of the Bishop's Annual Appeal. or The Lord has abundantly blessed us, let us share what we have with those in need through our support of the Bishop's Annual Appeal Bishop s Annual Appeal 18

22 Direct Mail and Telephone Follow-Up Step 5. Direct Mail and Telephone Follow-up are initiated the weekend of May 27/28. Once the In-Pew Solicitation process is completed, the pastor s follow-up letter can be used to invite those individuals who have not yet participated to make a gift. It is suggested that a follow-up letter from the pastor is mailed out to all who have not responded to the Appeal, no later than Wednesday, May 24, Sample Pastor s Follow-Up Solicitation Letter: May 24, 2017 Dear Parishioner: For the last couple of weeks, we have been actively engaged in raising funds in the support of the 2017 Bishop s Annual Appeal. This year we have been asked to raise $. As your pastor, I am asking you to consider a gift that enables our diocese to direct and maintain the many programs and ministries that benefit so many people even here in our own parish. The theme of this year s appeal is Living the Gospel in Faith, Hope, and Charity. I have witnessed this call in so many of the Faithful here at. As your pastor, I am asking you to prayerfully consider a gift to this year s Appeal and hoping that we can realize a 100% participation in support of this worthy and needed campaign. We will reach our goal if everyone gives according to the blessings that our good God has bestowed on them. Whatever amount over that goal will be returned to our parish to be used where it is most needed. It is only together in community, as the people of God, that we can bring change and enrich the lives of those around us. We are asked to live the Gospel and let us do it joyfully in gratitude and generosity. Sincerely yours in Christ, [Insert Signature] 19 Bishop s Annual Appeal 2017

23 Direct Mail and Telephone Follow-Up Helpful suggestions: You can begin to determine who to include in the follow-up effort by referencing the remaining Pink ID Labels. Please remember to insert an unlabeled pledge envelope with this letter. Use the sample follow-up letter on page 19 as a guide to assist the pastor in writing his letter to the parish community. This letter can be edited or revised to accommodate the pastor s own follow-up message. A current Parish Account Status Report of gifts made to the Appeal, on behalf of your parish, can be acquired by contacting your PSC in the Office of Development and Planning (see page 3). Telephone Follow-up effort is the final step in the Appeal solicitation process. Volunteers are asked to make phone calls to parishioners who have not yet responded to the Bishop s Annual Appeal. The follow-up calls can be conducted by individual volunteers making their calls from home or as a group utilizing a large phone bank if resources permit. Needed Materials for Telephone Follow-up Calls: List of parishioners to be called This listing can be determined by the remaining Pink ID Labels and the Pledge/Payment Record Form 3, which includes all gifts received at the diocese on behalf of your parish. Telephone Instruction Manual This manual is supplied by the Office of Development and Planning and includes step-by-step instructions, suggested telephone script, and helpful hints when making calls. Telephone Follow-up Cards Supplied by the Office of Development and Planning, these cards are used to retain donor pledge information during the follow-up phone calls. They are designed specifically for this form of contact and to be used in place of the BAA Pledge Envelope. When reporting your results to the diocese, please send these cards with the Pink ID Labels attached (see page 21 step number 1) along with the Parish Report Form 10. [Place Pink Label Here] If no gift is made, please check one of the following: Refused Not interested Unable Already gave Belong to another parish Unable to contact Other: The Bishop s Annual Appeal Telephone Follow-up Card Total Gift: $ Will pay balance: 5 monthly payments or bill in the following months: June July August September October 10 monthly payments November December January February March Form 2A Rev. 31 Mar Bishop s Annual Appeal 20

24 Direct Mail and Telephone Follow-Up Instructions: 1. Apply all remaining Pink ID Labels directly to the Telephone Follow-up Cards. These cards will be distributed to the volunteers making phone calls. 2. We recommend a total of calls per volunteer over the course of two weeks. 3. Determine a location for the phone calling to take place. You may want to enlist the help of parishioners who own local businesses with large phone banks. The calls can be made from the parish or individually from the volunteers homes. 4. It is a nice gesture to offer refreshments and snacks during volunteer meetings and training. 5. Review the Telephone Manual with each volunteer. Focus on the suggested telephone script and helpful hints to prepare volunteers. 6. Assign pre-labeled cards to each volunteer. Have the volunteers transfer each name to the Volunteer Contact Form at the end of the Telephone Manual and give them to the parish reporter or chairperson. 7. Have volunteers rubber band completed cards together and return them to the parish reporter or chairperson. 21 Bishop s Annual Appeal 2017

25 Living the Gospel in Faith, Hope, and Charity Bishop s Annual Appeal Reporting Procedures of Gifts and Pledges

26 Reporting Procedures of Gifts and Pledges This section of the manual has been written specifically for the reporting process of the Bishop s Annual Appeal and should be used to guide parishes through the reporting of gifts, pledges and payments. Parish reporting responsibilities: Audit all Appeal pledge envelopes and payments received at the parish by following the basic reporting procedures. Record and keep accurate gift, pledge and payment information using the Pledge/Payment Record Form 3. Report weekly all gifts, pledges and payments received at the parish to the Office of Development and Planning. There are eight reporting weeks of the Appeal. Your parish may require additional weeks to report new pledges and payments. * Please keep in mind that Credit Card and Bank Account withdrawals are processed on the 5th and 20th of each month, beginning on June 5, If reports containing pledge envelopes requesting electronic funds transfers (EFT) are sent in after the eighth reporting week parishioners may be subject to a shorter payment schedule. Weekly Parish Reports contain: Parish Report Form 10 (F10) with required weekly totals. When appropriate, include a Payment and Pledge Increase Form 11 (F11). Pledge Envelopes and/or Telephone Follow-up Cards (please alphabetize by last name). Parish check in the exact amount of the total money collected and reported on the Parish Report Form 10, line 13. Please write check payable to, Diocese of Columbus - BAA and include all required signatures. Adding machine tape(s) that include total pledged and total payments received at parish. Please remember payments should not include anticipated EFT payments (credit cards/bank withdrawal). Please send weekly reports each Thursday to the Office of Development and Planning using the Parish Report Envelope. This way gifts can be recorded and thank you letters and pledge reminder statements can be processed in a timely manner. Weekly reporting is extremely important if parishioners are making EFT payments using their credit card or through bank account withdrawals. Timely and accurate reporting is vitally important to the success of the Appeal. If you have any questions, contact your Parish Support Coordinator (PSC) in the Office of Development and Planning at or toll free at Bishop s Annual Appeal 2017

27 Use the following steps when preparing weekly parish reports: Pledge/Payment Auditing Process Step 1. Bundle all pledge envelopes with gifts designated to other parishes together in a separate pile. Please do not open these envelopes and do not include these pledges or payments in your reporting totals. Send the unopened envelopes to the Office of Development and Planning, and the proper parish will be credited. Step 2. Arrange all remaining pledge envelopes in alphabetical order, by last name. Step 3. Keeping pledge envelopes in alphabetical order, attach the corresponding Pink ID Label to the pledge envelope. Pink ID Label information: Line One: Line Two: Line Three: Line Four: Parish Organization Number, the Family ID Number Parishioner's Last Name and First Name(s) as recorded in the Diocesan Census database. Parishioner's Address as recorded in the Diocesan Census database. Parishioner s Telephone Number as recorded in the Diocesan Census database. The Pink ID Label sheets include all families registered to the parish, alphabetically by last name. Apply the matching label to the designated area on the Pledge Envelope only. Do not cover up the handwritten information in the upper right side of the Pledge Envelope. Parishioners may provide a new mailing address, new telephone number, new last name, etc. In this case, the new handwritten information will be entered to update the Diocesan Census database at the time of pledge entry. If an envelope does not have a corresponding Pink ID Label: A. Determine the registration status of the person and/or family making the gift. B. If the family is not registered to the parish, leave the designated label area blank and the Office of Development and Planning will credit the gift or pledge to your parish as an Unregistered Contributor Only to the parish. C. If the family is currently/newly registered to the parish, you will need to include a copy of their Family Registration Form (C-12). Our office cannot register anyone to the parish from a pledge envelope alone. To register a family or individual to your parish, a Family Registration Form (C-12) must be included with your report or submitted directly to the Diocesan Census Manager Bishop s Annual Appeal 24

28 Pledge/Payment Auditing Process Step 4. Open pledge envelopes. When a payment is enclosed, confirm that the dollar amount enclosed is accurately recorded on the PAYING NOW line on the front of the Pledge Envelope. Remember to identify the form of payment by marking either the CHECK or CASH box under the PAYING NOW line. 4a. Separate the No Gifts and/or Refusals. Bundle all pledge envelopes with $0 pledged and $0 paid separately and submit with the parish report for the week. Include the total number of no gifts/refusals on the weekly Report Form 10, line 1b. They are recorded into the diocesan database so that they will not receive the follow-up mailing in July. 4b. Managed Givers /Electronic Funds Transfer (EFT). When a parishioner requests for the Diocese to manage their gift to the Appeal with an automated payment method, it is important that accurate information is provided in a timely manner. Confirm the information on the inside flap of the pledge envelope and check either the CREDIT or DEBIT box on the front of the pledge envelope. i. CREDIT CARD PAYMENTS CANNOT BE ACCEPTED AS DOWN PAYMENTS - If a parishioner has written in a dollar amount on the PAYING NOW line and indicated the payment will be made using a credit card, put a red line through this dollar amount. Do not include this dollar amount in your payment totals. The Payment Totals on the Parish Report Form 10 (3rd column) should not include any future automated (Credit Card, Checking Account, etc.) payments. Only actual dollars received should be included in the Line 9, 10, 11, 12 and 13 Payment Totals on the Parish Report Form 10. ii. A VOIDED CHECK MUST BE SUPPLIED FOR THE CHECKING ACCOUNT OPTION - If a parishioner requests to make payments using an automatic withdrawal from their checking account, a voided check must be included. If there is no voided check included and the parishioner has made a down payment with a check, please include a copy of the check used for the down payment and write VOID across the front of the check. * Remember deductions for all Managed Gifts through the automated payment methods begin June Step 5. VERY IMPORTANT! DO NOT SKIP THIS STEP. Accurately record the parishioner s pledged and payment information on the Pledge/Payment Report Form 3 spreadsheet. This spreadsheet is to assist the parish in accurately recording parishioners pledges and down payments during the solicitation time, May through June. This may be your only record of gifts received and credited to your parish, until the first Parish Account Status report is sent to the parish from the Office of Development and Planning in June. Do not send your Report Form 3 to the Office of Development and Planning. 25 Bishop s Annual Appeal 2017

29 Pledge/Payment Auditing Process The Office of Development and Planning will send a weekly Miscellaneous Gift Report to the Pastor and BAA Parish Reporter starting in April. This report contains new pledges sent directly to the diocese on behalf of your parish. Use the Miscellaneous Gift column, on the Form 3, to record these gifts and pledges. Be sure to only include the total pledged amount from the Miscellaneous Gift Report onto the Parish Report Form 10, line 7 (Adjustments + Misc. Gifts). Do not include the total payments anywhere on the Parish Report Form 10. Step 6. Using adding machine tapes, calculate the Total Pledged and Total Payments indicated on the Pledge Envelopes. Clearly label each tape receipt BAA Pledges or BAA Payments. Include the adding machine tapes in the weekly reports mailed to the Office of Development and Planning. A separate adding machine tape should be run on the cash and individual checks received to confirm that the dollar amount from the pledge envelopes matches the dollar amount collected. A. Pledge and Payment Totals: From the Pledge Envelopes, run an adding machine tape for the total pledge amounts and the total payment amounts. The pledge and the payment amounts on the adding machine tape need to be in the same sequence as the pledge envelopes. B. Form 3 Totals: To verify/confirm the accounting, use the Pledge/Payment Form 3. Confirm that both the total pledge amount column and total payment amount column match the totals from your pledge envelope tape receipts. This procedure helps verify both sets of tapes as well as information transcribed from the Pledge Envelopes to the Report Form 3. Step 7. Complete a Parish Report Form 10 for each week s results. Send the white and yellow copies of the form, along with the other required items to the Office of Development and Planning. Keep the pink copy for your records at the parish. A. Report Adjustment Form: The Report Adjustment Form is used by the Parish Support Coordinator to notify the Parish Reporter of any necessary adjustments made to the totals on the previous Parish Report. All necessary pledge adjustments should be recorded on line 7 and all payment adjustments should be recorded on line 12 of the Parish Report Form 10. Contact your Parish Support Coordinator in the Office of Development and Planning for further details Bishop s Annual Appeal 26

30 Pledge/Payment Auditing Process B. Remember to include on the Parish Report Form 10 any needed adjustments from either the weekly Miscellaneous Gift Reports or Report Adjustment Forms sent to your parish from the assigned Parish Support Coordinator (PSC). Step 8. Payment and Pledge Increase Form (F11): Use this form to report payments and/or requested increases to an existing pledge already submitted to the Office of Development and Planning. Be sure to include these Payments on line 10 as well as the requested Pledge Increase on line 5 of the Parish Report Form 10. Include the white and yellow copy in the weekly report. Keep the pink copy for parish records. If a parishioner uses a BAA pledge envelope to submit a payment towards an existing pledge, please clearly mark PAYMENT ONLY on the front of the pledge envelope. Step 9. Loose Change: Any loose change collected that should be credited to the BAA can be reported as a sum total on the Parish Report Form 10, line 11 titled Loose Change. Step 10. Prepare ONE parish check for each reporting week. Deposit all money received at the parish into the parish bank account and forward one parish check payable to: Diocese of Columbus - BAA. Be sure to include all required signatures. The parish check dollar amount should match the Total All Payments This Report box, line 13 of the Parish Report Form 10. Step 11. Send weekly reports. The Bishop s Annual Appeal calendar designates eight (8) weeks for parishes to report gift, pledge and payment results. All required documents used in preparing the parish s weekly report should be mailed in the white tear-resistant envelopes (Form 8) to the following address: Bishop s Annual Appeal 198 E. Broad St. Columbus, OH Bishop s Annual Appeal 2017

31 Pledge/Payment Auditing Process Required Documents: Pledge Envelopes and/or Telephone Follow Up Cards - alphabetized by last name. Adding Machine Tapes - Tapes should include totals for pledges and payments. Parish Report Form 10 - Completed Parish Report Form 10 copies (white and yellow), and when applicable, provide a copy of Payment and Pledge Increase Form 11. Parish Check - The parish check must reflect the total money collected as reported on Report Form 10. Please write one check to, Diocese of Columbus - BAA and submit with proper signatures Bishop s Annual Appeal 28

32 Pledge Envelope The Bishop s Annual Appeal Pledge Envelope is used for all methods of solicitation, except through the telephone follow-up. Please label all completed envelopes with the Pink ID Label and return them to the Office of Development and Planning as part of the parish s official weekly reports. Place the appropriate Pink ID Label on the upper left corner of the envelope. Please do not cover the handwritten information on the upper right hand corner. this area for Parish use only (Place donor s pink identification label here.) Please Make CheCks Payable to: Parish name - b.a.a. SuggeSted gift Plan 5 Monthly PayMentS of 10 Monthly PayMentS of CirCle of angels $10,000 $2,000 $1,000 CirCle of ShePherdS $5,000 $1,000 $500 CirCle of StewardS $2,500 $500 $250 CirCle of PatronS $1,500 $300 $150 CirCle of friends $1,000 $200 $100 CirCle of hope $500 $100 $50 $250 $50 $25 $100 $20 $10 i/we have remembered our parish, school or the diocese in our estate plans. Miter Society 2017 BiShoP S annual appeal Mr. & Mrs./Mr./Ms.: address: City: Phone: Parish: total gift Paying now $ $ City: CheCk ZiP: Cash BalanCe $ i wish to Pay the balance: Credit or debit (see inside FlaP) OR bill Me in the Following Months: 2017: 2018: June July august september OCtOber november DeCeMber January February MarCh i am/we are interested in learning from the Catholic Foundation how an estate plan can benefit our parish, school or the diocese. donor S Signature When auditing Pledge Envelopes, be sure to check the inside for Credit Card or Checking Account information. electronic Funds transfer (eft) ImPORtANt - COmPLEtE ALL INfORmAtION BELOw and COmPLEtE NAmE & AddRESS ON the front! banking information is not saved FroM PreVious years. i authorize the Catholic diocese of Columbus to electronically withdraw: $ per month for ConseCutiVe months (not to exceed 10 months) starting in (June-March) until my gift of $ is paid in full. Please make this electronic transfer on the: 5th 20th of each month from my : Visa MasterCard Checking account ENCLOSE A voided CHECk Credit Card no. (13-16 digits) (Visa or MasterCard only) expires: Mo. yr. name on Credit Card: Billing Address (if different): (Please Print) Signature: daytime Phone: ( ) *Please notice the change in format for submitting request for Managed Gifts through the Electronic Funds Transfer (EFT) option. 29 Bishop s Annual Appeal 2017

33 Parish Report Form 10 The Parish Report Form 10 (F10) is a three-part carbonless form that serves as the transmittal document for all Bishop s Annual Appeal gifts, pledges and payments received at the parish. The parish copy of the F10 is PINK and should be removed once the form is completed and kept with parish records. Parish Report Form Form 10 Bishop s Annual Appeal Catholic Diocese of Columbus 198 E Broad St Columbus OH Parish: Parish No.: Fax: City: Phone: Report No.: Prepared By: All Pledge Envelopes Received Should Be Included With Report. ENVELOPES 1. Number of Envelopes with a. Pledges/Gifts: b. Refusals: Please Bundle Separately 2. Number of Payments from Form 11: 3. Total Envelopes and Payments (1a + 1b +2): PLEDGES 4. Total Amount of Pledges/Gifts from Envelopes (including EFT): $ 5. Pledge Increase from Form 11: $ 6. Pledges/Gifts from Previous Reports: $ 7. Adjustments + Misc. Gifts: $ 8. Total Pledges To Date (4+5+6+or-7): $ PAYMENTS 9. Total Payments from Envelopes (excluding EFT payments): $ 10. Total Payments from Form 11: $ 11. Loose Change: $ 12. Adjustments: $ 13. Total All Payments This Report ( or-12) $ Send Parish Check for this Amount. If you have any questions, please call the Office of Development and Planning , or toll-free FOR OFFICE OF DEVELOPMENT AND PLANNING USE ONLY: Date of Deposit Parish Check No. Check Amount$ Audited by Audited Pledges $ Audited Payments $ Revised September Bishop s Annual Appeal 30

34 Payment and Pledge Increase Report Form 11 The Payment and Pledge Increase Form 11 (F11) is a supplemental form that is submitted with a Parish Report Form 10 to provide details to explain the dollar amounts entered on the Pledge Increase lines 5 and Payments line 10 on the F10. The parish copy of this three-part form is PINK and should be removed once the form is completed and stapled to the back of the F10 for parish records. Payment and Pledge Increase Report Form Form 11 Bishop s Annual Appeal Catholic Diocese of Columbus Parish: City Parish No. Instructions: Use this form ONLY when recording a Pledge Increase and/or Payment to an EXISTING Pledge. See the BAA Instruction and Report Procedures Manual for more detailed instructions. Parishioner Family ID# Parishioner s Name (LN, FN) Payment Amount on an Existing Pledge is: Current Pledge Amount is: Pledge Increase Information Pledge Increase Amount New Pledge Amount (w/increase): TOTAL: INCLUDE THIS AMOUNT ON LINE10 OF THE REPORT FORM 10 (F10) $ TOTAL: INCLUDE THIS AMOUNT ON LINE 5 OF THE REPORT FORM 10 (F10) $ Revised: September 2015 Please return white and yellow copies of this form. Retain the pink copy for parish records. If you have any questions, please call , or toll-free Bishop s Annual Appeal 2017

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