47
1 Diocese of Marquette Upper Peninsula Catholic Services Appeal Leadership Handbook 48th UPCSA 2015-2016
| Date post: | 22-Jun-2018 |
| Category: |
Documents |
| Upload: | nguyenthuan |
| View: | 216 times |
| Download: | 0 times |
1
Diocese of Marquette Upper Peninsula Catholic Services Appeal
Leadership Handbook 48th UPCSA 2015-2016
2
UPCSA Leadership Handbook Table of Contents
Letter from Diocesan Development Director ................................................... 3 Prayer for UPCSA ............................................................................................... 4
UPSCA Policy Determining Parish Goals for UPCSA ......................................................... 5Diocesan Policy on Parish Assessment to Schools………………………...6
How to Conduct Your Parish Appeal Keys to Appeal Success – Pastor ............................................................... 7 UPCSA Coordinator Duties……………………………… .............................. 9 Coordinator Checklist ................................................................................. 10 Involving Youth……………………………………………………………………11 Tips for a Successful Appeal ..................................................................... 12 Stewardship Focus ..................................................................................... 14 The Blitz: One UPSCA Campaign Strategy ............................................... 15
Appeal Resources Bulletin Announcements ............................................................................ 18 Pulpit Announcements ............................................................................... 20 Prayers of the Faithful ................................................................................ 21 Tips for UPCSA Mass Presentation ........................................................... 23 Sample Presentation ................................................................................... 24 What UPCSA Funds .................................................................................... 25 Thermometer of Parish Campaign Progress ............................................ 26 How to Give…….....……………….…………………………………………...... 27 Bishop’s Partners in Service….……………………………………............... 28
Gift Processing Time Line and Return Procedure Instructions ......................................... 30 Sample Record of Pledges ......................................................................... 32 Process for review of pledge cards ........................................................... 33 Internal control procedures for processing pledge cards & payments.. 34 Pledge card verification and deposit summary ........................................ 34
Sample Letters Sample Appeal Letter from the Pastor ...................................................... 35 Sample Follow-Up Letter ............................................................................ 36 Sample Thank You Letter ........................................................................... 37 Sample Thank You – No Pledge ................................................................ 38
Diocesan Information History of the Catholic Church in the Upper Peninsula ........................... 39 Our Diocese at a Glance ……………………………………………………… . 40UPCSA Statistical Summaries ................................................................... 41 Where to call for information in the Diocese ............................................ 42
Feedback Form ................................................................................................. 47
3
2015
Dear Pastors, Parish Secretaries and Bookkeepers, and UPCSA Leaders,
This year’s appeal theme is from Philippians 2:1-11. St. Paul is telling us to have in us the same attitude that is also in Christ Jesus, by being of the same mind, with the same love, united in heart, thinking one thing. In this spirit, “United in Heart” focuses the appeal on how our beloved Catholic faith unites us as a diocesan family and empowers us to live out our calling as Disciples of Christ.
This Leadership Manual offers information and strategies to help your parish meet and exceed its UPCSA goal. We hope you find it helpful. If you have questions, suggestions, or would like assistance with your parish appeal in any way, please reach out to us – we are here to help!
It is our privilege to work with you, and we thank you for all that you do to unite your parish with the Diocesan Church to make God’s presence visible in Upper Michigan. Without your work, the diocese could not provide the ministries that are vital to our spiritual and temporal well-being.
With gratitude,
Terri Gadzinski Diocesan Development Director
It is the goal of the diocese to help each parish meet its UPCSA goal. We work with pastors, parish staff and lay leaders to conduct successful parish appeals.
For assistance, please call the Catholic Diocese at 1.800.562.9745 Extension 104 Wendy Negri, UPCSA Coordinator [email protected] Extension 108 Terri Gadzinski, Development Director [email protected]
4
Prayer for the Upper Peninsula Catholic Services Appeal
Lord Jesus, we thank you for gathering us together as the Church in the Upper Peninsula of Michigan. We are your body, one community of disciples, called to reveal your face to the world.
Help us to grow into a vibrant community, sharing your gospel in word and action, setting our hearts and spending our lives on the kingdom of God as you did. Inspire us to contribute our time, talent and treasure to this holy endeavor with generosity and joy.
Bless us as we support the U.P. Catholic Services Appeal. May our combined resources serve to promote your gospel, Lord Jesus, in ways we cannot realize as individuals. May our everyday lives show forth the light of your face to the people that only we can reach.
5
Diocese of MarquetteDETERMINING PARISH GOALS FOR THE ANNUAL
UPPER PENINSULA CATHOLIC SERVICES APPEAL
The following is an explanation of how your parish/mission goal is determined.
1. Proposed budgets are submitted to the Diocesan Finance Council by alldepartments and agencies of the Diocese of Marquette along with expenses for thesupport of missions, special collections, outreach and other needs of the UniversalChurch. Budgets and expenses are reviewed, adjusted, if necessary, and finallyapproved if within guidelines and limitations. Zero balance budgeting is practiced;that is, neither deficit nor surplus is planned. This process determines the total U.P.Catholic Services Appeal goal.
2. Using the Annual Parish Financial Report submitted by each pastor, the number ofcontributing units (envelope holders) based on a three year weighted average foreach parish/mission is divided by the total of all contributing units for the entireDiocese of Marquette. This percentage is multiplied by the total U.P. CatholicServices Appeal goal.
3. The three year weighted average of Assessable Receipts (Sunday & Holyday,loose, children, fuel collections) for each parish/mission divided by the totalAssessable receipts* for all parishes/missions combined is multiplied by the totalU.P. Catholic Services Appeal goal. If loose collection is greater than 25% ofSunday and Holyday receipts combined, then assessable receipts are reduced bythe excess.
4. These two numbers (2 & 3 above) are added together and divided by two to obtainan average. The result is the Parish/Mission Goal for the annual U.P. CatholicServices Appeal.
For example, the goal calculation for a parish with a three year weighted average of 250 Contributing Units (envelope holders) and three year weighted average total assessable income of $105,000 would be calculated as follows, assuming total contributing units of 20,000 and total assessable receipts of $10,000,000:
(2) 250/20,000 (total contributing units for all parishes/missions in the Diocese)= 1.25% x $1,687,676 or $21,096.
(3) $105,000/$10,000,000 (total assessable receipts for all parishes/missions in the Diocese)= 1.05% x $1,687,676 or $17,721
(4) $21,096 + $17,721 = $38,817/ 2 = Parish/Mission Goal $19,408.
*Assessable receipts for parishes supporting Catholic schools are reduced by 100% of thesubsidy amount paid to the school. In the above example, if the parish contributed $10,000 for the support of a Catholic school, their $105,000 in assessable receipts would be reduced by 100% of the $10,000 subsidy, or to $95,000. The net effect would be to reduce their UPCSA goal to $18,565.
DIOCESAN POLICY ON PARISH ASSESSMENT TO SCHOOLS FROM NON-SUBSIDIZING PARISHES:
Parishes that do not subsidize a school are asked to support Catholic Schools through an assessment.
Parish Assessable Receipts %
Less than $50,000 3.00 $ 50,000 - $ 99,999 4.00 $100,000 - $199,999 4.50 More than $200,000 5.00
The assessed amount is based on a percentage of a three year weighted average of parish assessable receipts, based on the formula above. This calculated amount is added to the UPCSA goal for the parishes that currently do not subsidize a school.
Revenue generated by the assessment is distributed equally to all schools.
Revenue generated by this is considered to be an addition to school operating budgets and is not to be considered an offset to parish subsidies for parishes currently supporting schools. Any reduction to existing parish subsidies must be approved by the Diocesan Superintendent of Schools. Up to twenty-five percent (25%) of the revenue generated from this assessment must be set aside by each school to provide transportation assistance to families from non-supporting parishes.
6
7
Keys to Appeal Success – Pastor Some parishes in our diocese have a long history of exceeding their UPCSA goal year after year. Recently, we asked pastors from some of these parishes what they felt were the keys to their parish success. Here are their comments:
• Emphasize the Diocesan Church. It’s not the parish’s appeal or the bishop’s appeal. It’sthe “U.P. Catholics” or “Yoopers” appeal! UPCSA is the one time each year that allmembers unite together in support of ministries, programs and services that no single parishcould do on its own.
• Ensure teamwork at the parish. Don’t try to do it all on your own. Appoint an UPCSAcommittee. Divide up all the duties and assign tasks. All work together. Teamwork invitespeople to be involved in important rolls, builds ownership and accountability, and spreadsthe load. “Many hands make light work.”
• Ask. Invite people to join you in supporting UPCSA. Ask with confidence.
• Pick one or two UPCSA-funded ministries or programs to focus on. Talk about theimportance of the ministry, who benefits from it and how.
• Decide, up front, how you will designate the overage from the appeal. Then, talk about itduring the campaign. Inform people early and build anticipation.
• Thank people. Express gratitude in a timely manner, do it often and in a variety of ways –personalized thank you letters, in person when you see people at Mass, from the pulpit, inthe bulletin. Thank ALL who participate by returning the pledge card, even if they give -0-.
8
Do’s & Don’ts For Pastors
Do 1. Make your own commitment to UPCSA.
2. Review your previous parish UPCSA results, evaluate the approaches that weretaken, determine ways to improve results and develop a plan and strategy thatwill achieve your parish goal.
3. Appoint a coordinator.
4. Involve youth in UPCSA. The annual UPCSA is an opportunity to draw youngpeople into responsible participation in the life, mission and work of the Catholicfaith community.
5. Advance notice from both the pulpit and the parish bulletin so that parishionersare prepared to make a commitment on Appeal weekend.
6. Exhibit a positive, sincere attitude toward the Appeal, its objective, and theparish’s importance to the overall effect.
7. Show the video on Appeal Weekend. Give a motivational homily.
8. Incorporate the campaign theme in all campaign promotions.
9. Ask every parishioner to fill out a pledge card. Emphasize how important theirgift is. Strive for 100% parishioner participation.
10. Encourage people to make a pledge that can be paid in ten monthly payments.
11. THANK EVERYONE.
Don’t 1. Don’t apologize for the annual Appeal.
2. Don’t portray this as a chore or just another arduous talk – this is an opportunityfor stewardship.
3. Don’t assume someone cannot give a gift.
4. Don’t try to justify UPCSA purely in terms of “what’s in it for us?” Instead focuson your parishioners’ willingness to give as Jesus did, without expectingsomething in return.
9
UPCSA Coordinator Duties As an UPCSA Coordinator, your role is to help your pastor conduct a
successful Appeal as well as help other parishioners grow in awareness that they belong to the wider Catholic Church – the Diocese. You will serve as the link between UPCSA and the people of your parish. Working together with your pastor, your responsibility is to ensure that the necessary steps for success are carried out within the established time frame.
It is important that you familiarize yourself with UPCSA, especially the programs it funds. Make your own pledge early in the Appeal and motivate and guide others to consider their own pledge. Encourage all members of your major parish committees to make a pledge, i.e. Parish Council, Parish Finance Committee, Parish Stewardship Committee, etc.
Coordinator Duties
• Read the Leadership Manual in its entirety.• Follow the timetable.• Familiarize yourself with all of the UPCSA materials.• Recruit a sufficient number of volunteers to assist you.• Assist your pastor in conducting a smooth solicitation for the Appeal.• Make proper use of the program support materials (video, bulletin inserts &
pulpit announcements, brochure, etc.)• Provide opportunities for every parishioner to be able to say “yes” or “no”. Do
not assume that someone cannot give.• Follow internal control and reporting procedures to the UPCSA Office.• Conduct an adequate follow-up to the Appeal Weekend to ensure that your
parishioners have been given every opportunity to give.• Aim for 100% participation – encourage every parish family to return their pledge
card. (even if they are pledging -0-.)
10
U.P. Catholic Services Appeal Coordinator Checklist
___ Review the U.P. Catholic Services Appeal materials.
___ Follow the time line in order to make sure all responsibilities are carried out.
___ Recruit dependable assistants if necessary.
___ Plan and implement the promotion of UPCSA at your parish.
___ Consider involving youth in the promotion & work of carrying out your parish UPCSA campaign.
___ Arrange for the bulletin announcements to appear in the parish bulletin weekly.
___ Arrange for pulpit announcements each week.
___ Arrange for prayers of the faithful each week.
___ Arrange for the BULLETIN INSERT to be inserted into your parish bulletin on UPCSA weekend, September 27-28, 2014.
___ Work with your pastor or other parish leaders to arrange for proper equipment to be set up in the church on UPCSA weekend to play the audio.
___ Assist your pastor. Be in attendance at every Mass during the Appeal weekend.
___ Make sure a generous supply of information is available the Sunday prior to, and on, Appeal Sunday.
___ Coordinate the envelope counting. Use the internal control and return procedures provided in this handbook.
___ See that the Record of Pledges and all appropriate transmittal forms are returned to the UPCSA Office.
___ Complete and return the Feedback form on the last page of this handbook.
UPCSA can be an opportunity to integrate youth into the life, mission and work of the Church by tapping their time and talents to shape and promote your parish UPCSA appeal! Developing Leadership:
The ministry of Leadership Development calls forth, affirms and empowers the diverse gifts, talents & abilities of adults and young people in our faith communities for comprehensive ministry. Leadership roles in adolescent ministry are key. Leaders must be trained and encouraged. This approach involves a wide diversity of adult and youth leaders in a variety of roles. Many will be involved in direct ministry with adolescents; others will provide support services and others will link the ministry effort to the resources of the broader community.
-from “Renewing the Vision, A Framework for Catholic Youth Ministry”, National Conference of Catholic Bishops
Why involve youth: • Young people are the future Church! The annual UPCSA is an opportunity to draw
them into responsible participation in the life, mission and work of the Catholic faithcommunity.
• It’s a hands-on opportunity to experience the demands, excitement and adventure ofbeing a disciple of Jesus Christ.
• It fosters the total personal and spiritual growth of youth.• It develops intergenerational relationships which provide youth with rich resources to
learn the story of the Catholic faith in the Diocese of Marquette and develop a senseof belonging to the wider Diocesan Church.
• It’s an opportunity to learn the practical side of needing financial resources toaccomplish the lofty mission of our Diocesan Church to promote the Gospel of JesusChrist, to strengthen and share our Catholic faith, and to show forth the light ofChrist’s face to our brothers and sisters.
How to involve youth: A few ideas • The Youth Group could make a contribution in the name of youth ministry.• Consider having a young person provide a lay witness presentation at Mass during
UPCSA kick off weekend. They might talk about a diocesan youth program theyattended or what it means to them to have a pastor and belong to a parish –connecting these things to UPCSA. The Youth Minister or other qualified individualwill need to help the youth prepare the presentation and the pastor may want toapprove it.
• Ask a family to coordinate your parish UPCSA. Challenge them to involve everymember of the family in some meaningful way.
• If you collect UPCSA pledge cards during Mass and/or present pledges with theoffertory, use youth as ushers and gift bearers.
• Organize a youth work bee to help organize pledge cards, stuff envelopes, preparesaddle bags, or other campaign preparatory work.
• Adults who are involved, who have teens, can be encouraged to bring teens along.• Ask them! “How can you be involved in UPCSA?”
Involving Youth In Your Parish UPCSA Campaign
11
Tips for a Successful Appeal1. Start early. Make sure that bulletin announcements, pulpit announcements
and prayers of the faithful are used. Record early gifts that are received fromdiocesan pre-campaign marketing. Then, remove those who have alreadygiven from your parish appeal mailings.
2. Be Prepared. Engage the pastor, parish leadership and parish office staffearly, to plan and clarify the work to be done and who is responsible for doingit. Make good use of the UPCSA Leadership Handbook.
3. Be Enthusiastic. Speak with confidence and pride.
4. Create a positive image. Speak and publish information about UPCSA andthe many ministries and programs that the appeal supports. Make good use of“Gifts at Work” newsletter that is mailed to all households about 2-weeks priorto UPCSA Weekend.
5. Help the people see that their lives are connected with the ministries beingsupported by the Appeal and how they are enriched by them. Pastor or parishshould highlight one or two UPCSA-funded ministries that resonate withhim/the parish.
6. Strive to obtain 100% participation. Stress participation by encouraging apledge card returned from every family. Remember, no gift is too small.
7. Help people see that their gifts make a difference. Their gift-giving shouldbe seen as a way of strengthening the Church and contributing to the well-being of many people. Provide examples of how your parish benefits directlyfrom UPCSA.
8. Encourage pledging instead of one-time gifts. Remind them that they areable to give more by making a pledge and paying in ten payments. TheUPCSA Office will send reminder statements from December throughSeptember.
9. Utilize all campaign materials provided:a. Leadership Handbook (at www.dioceseofmarquette.org)b. Brochurec. Bulletin Insertd. Pledge cards and envelopese. Bulletin and pulpit announcements
12
f. Prayers of the faithfulg. Lay Witness Presentation
10. If your parish collects pledge envelopes during mass, bring them to thealtar as part of the Offertory procession, recognizing that the pledgesare also a gift to God.
11. Thank people. Qualities of an amazing thank you note:a. Be personal. First things first! Create a personal, warm and authentic
message. People expect you to have open, honest and authenticrelationships with them. Don’t think of thank you letters as a drudgery –use it as an opportunity to be creative and connect with people.
b. Be tangible. Connect the donor with what they have invested into theUPCSA. It is not enough to say, for example, “Thank you for your gift toUPCSA.” Show exactly how their donation is make a difference; tell a storyto help demonstrate the impact of their gift, for example, “Bishop JohnDoerfler will ordain two new priests to our diocese this year, DeaconBrandon Oman and Deacon Bradley Sjoquist, thanks to your support ofseminarian formation through the UPCSA.”
c. Be timely. The sooner the donor receives a thank you, the better. If theadministrative work load is heavy and letters won’t go out for a few weeks,consider other ways to thank people in the interim – a quick email, phonecall, personally thank them when you see them at Mass, pulpit and bulletinannouncements.
d. Be donor-centric. Be mindful of the fact that our donors make ministryhappen in the church; they should get credit for the work that they do.Don’t just talk about what “the diocese” does with money as if it wassomehow outside of the parish work and the investment of the people. Theidea is they donor made this possible, they get the credit. Rather than,“Thank you for your gift, here are all the great things we did,” try “Thankyou for your gift, here are some great things YOU did.”
12. Prominently display parish progress toward the dollar and donorgoals & keep the information up-to-date. The progress thermometer included in this handbook can be enlarged to poster size and displayed in your parish entry. Update it weekly!
13. Conduct a comprehensive follow-up. Continue to provideopportunities for parishioners to pledge. Don’t give up on them.
14. Emphasize Stewardship. Each of us has been blessed by God.UPCSA is an opportunity to return some of those blessings to God in gratitude and help build the kingdom on earth.
13
14
Stewardship Focus The 1992 U.S. Bishops’ Pastoral Letter on Stewardship states: “Mature
disciples make a conscious, firm decision, carried out in action, to be followers of Jesus Christ no matter the cost to themselves.
A Christian steward is one who received God’s gifts gratefully, cherishes and tends them in a responsible and accountable manner, shares them in justice and love with others, and returns them with increase to the Lord.
The life style of stewardship invites our response to God’s love by our willingness to share a portion of our time, our abilities, and our material possessions for God’s work in our parishes, our diocese, and the Universal Church.
To return to God a just portion of our many blessings is a practical application and a real demonstration of our Christianity. We are merely custodians, not owners, of our material goods. What we return to God through His Church will be returned to us many times over.
The U.P. Catholic Services Appeal is an opportunity to return some of those blessings to God in gratitude. We, as church, are called to share a portion of our gifts and to combine them with the gifts of others so that the work of the Kingdom of God can be furthered through the ministries of the Church.
The diocesan Stewardship program suggests the following based on the biblical concept of tithing:
5% to your parish 1% to the annual U.P. Catholic Services Appeal 4% to other charities
The “take a step” approach encourages parishioners to incrementally increase their giving toward the goal of giving 1% of annual income. Below is a guideline for giving based on the 1% giving to UPCSA. Pledging is encouraged, making the gift more manageable to some families. The UPCSA Office will send reminder statements from December through September.
Annual 10 payments Income 0.25% Gift 0.50% Gift 0.75% Gift 1.00% Gift of 1.00% Gift $12,000 $30 $60 $90 $120 $12 $15,000 $38 $75 $113 $150 $15 $30,000 $75 $150 $225 $300 $30 $45,000 $113 $225 $338 $450 $45 $60,000 $150 $300 $450 $600 $60 $90,000 $225 $450 $675 $900 $90
15
The Blitz: One UPCSA Campaign Strategy Named after a football defensive game strategy, “the blitz” method of conducting the UPCSA has been used successfully by American Martyrs in Kingsford for many years. It borrows a few concepts from the popular fall sport. Namely, teamwork (pastor, parish secretary and team of parishioners with a well thought-out game plan); and a strategy that proceeds at high speed (the appeal is conducted in just two weekends, and follow-up with those not responding happens immediately.) The workers’ meeting is the tailgate party. Over pizza and beverages, the UPCSA Committee provides workers with the names of parish families that have not yet returned pledge cards for personal follow up, and the meeting ends in time to get home to watch the Packers on television!
HOW TO CONDUCT “THE BLITZ” Mid-August UPCSA materials received and reviewed with Pastor.
Early to Mid
Contact and confirm UPCSA Parish Chairpersons & UPCSA Committee, which is normally the President of the Parish Pastoral Council and Finance Council, plus six other members, together with the Pastor. This team reviews the parish list and telephones the workers to get them to come to the Workers Meeting on Sunday evening on weekend #2 (explained below). Each year a few new workers should be recruited.
each September
UPCSA Committee meets to assign names from the parish roster to committee member to call and invite to the Workers Meeting. The of workers needed depends on the number of anticipated follow-up calls to be made. Ideally, one worker for every two follow-up calls to be made. At this time, assignments can also be made to collect pledge cards after each of the Masses on Weekend #2 (ideally 4 or 5 for each Mass.)
number
WEEKEND #1
Pledge Cards Distributed
Pastor speaks briefly from the pulpit at Mass after communion. (2-3 minutes only) He tells a joke about money to get people laughing (for example, “Good news – we’ve made our parish UPCSA goal! Bad news – the money is still in your pockets!) He highlights one or two things that UPCSA funds and gives a personal witness (for example, “I wouldn’t be a priest if it wasn’t for UPCSA and the diocese supporting my seminarian education.”) He tells the people that all monies raised over the parish goal come back to the parish, and may mention a specific parish need or project that the overage (the amount raised over goal) will be applied to. Finally, he informs the people that UPCSA pledge cards are to be picked up after Mass in the back of church and returned the next weekend at the coffee socials following Mass. Everyone is asked to return a pledge card.
Envelopes containing pledge card, letter from Pastor and brochure are put in the back of church in alpha order for parishioners to pick up after Mass.
Monday Envelopes still in the back of church get mailed first thing Monday morning.
16
WEEKEND #2
Pledge Cards Returned
This is combined with a coffee social after all weekend Masses. At the end of Mass, the pastor invites all to attend coffee social and to return their pledge card to one of the workers. The aroma of hot, homemade cinnamon/pecan rolls helps to entice people to attend the social. Four or five UPCSA Committee members or workers are needed per Mass help to collect the pledge cards. All pledge cards that are returned are crossed off the parish roster, including those that are not giving any money.
Sunday afternoon Parish secretary meets with Pastor to determine who has not yet returned a pledge card. To organize this process, the secretary prepares an index card for every registered family that can be used every year. A mailing label with name and address is affixed to the card and the phone number is added. There is one card for every family. Cards are arranged in alpha order. For every family that has returned a pledge card, the index card is removed from the pile. The pastor and secretary review the remaining cards. Some names may be confidentially removed due to special circumstances, or set aside for the pastor to contact personally. The remaining index cards are ready to be assigned for follow-up.
Sunday Evening Workers Meeting
All workers must sign in and are provided with a sheet of paper to write on. Pizza and beverages are served first. Notes are kept on how many people attend the Workers Meeting and how many pizzas to order.
After pizza, Council members read the names from the index cards, one by one, and workers are asked to volunteer to take at least 2 names for follow up. Workers are coached to take people they know or work with, and to make a personal telephone call, reminding the person to return their pledge card the next weekend. The worker takes the index card, writes the name and telephone number on their blank sheet of paper, and returns the index card to the council member. The index cards are recycled for the next year. Workers are asked to take their list of names and make their follow-up calls within one week. They are to return their sheet to the parish office to confirm that the follow-up calls have been made. Many of the workers make the follow-up telephone calls that evening.
NEXT 2-3 WEEKENDS
Thank those who have responded. Report in the parish bulletin the number of families that have pledged to UPCSA and the total amount raised. Continue to encourage 100% participation. May display the Thermometer of Parish Campaign Progress (from the UPCSA Leadership Manual) in a visible place and update it regularly.
17
Notes: • Thank You letters are prepared for the pastor’s signature for all pledges of $100.00 or
more. Letters are segmented with a slightly different message for those who gave $100-$499 and for those who gave $500 or more.
• It will take several years to develop “The Blitz” into a robust and effective strategy; staythe course! Aim to increase participation level – pledge card returned from every family.
• This is not a hard sell.• Emphasize that this is the “Yoopers” appeal – U.P. Catholics (not the bishop’s appeal; not
a parish appeal-although the parish does benefit!)• The appeal will be successful when parishioners are active and involved in the life of the
parish, when the pastor is present and leads the parish community, when the UPCSAcommittee is empowered, and when the appeal is presented in a positive manner.
18
Sample Bulletin Announcements Note: These samples require customization by each parish according
to its circumstances. Please customize the highlighted portions.
Bulletin Announcement for the Sunday prior to the Appeal September 20, 2015
UPCSA IS NEXT WEEKEND. United in heart and united in mission, we help to spread the Good News of Jesus across the U.P. through our participation in this annual appeal. Our parish goal this year is $_________. Every family is asked to return a pledge card as we strive for 100% parishioner participation in our parish UPCSA. All monies raised over our parish goal will be returned to the parish for _(explain how you will use your parish rebate to benefit the parish) . Every family should have received in the mail recently a newsletter from the diocese entitled “Your Upper Peninsula Catholic Services Appeal Gifts at Work.” Learn more about UPCSA in the most recent issue of The U.P. Catholic Newspaper, which should have arrived in your mailbox on Friday, September 18th. Information is also available online at www.dioceseofmarquette.org/upcsa.
Bulletin Announcement for Appeal Sunday September 27, 2015
***PLEASE USE THE BULLETIN INSERT PROVIDED WITH YOUR UPCSA MATERIALS THIS WEEKEND, as well as the suggested announcement below:
UPCSA KICKS OFF! United in heart and united in mission, the Upper Peninsula Catholic Services Appeal invites our participation in spreading the Good News of Jesus across the U.P. Please see the insert in this weekend’s bulletin to learn more. As always, we are asked to participate to the best of our means. Please remember that every gift is vital to the success of the appeal. Our parish goal this year is to achieve 100% parishioner participation (a pledge card returned from EVERY family) and to raise $___________. Thank you!
Consider also including a statement about how your parishioners can obtain a pledge card and brochure, and remind them how and when to return their completed pledge card to the parish.
Bulletin Announcement for the Sunday after the Appeal October 4, 2015
PLEASE RETURN YOUR UPCSA PLEDGE CARDS. Thank you to everyone who made a pledge this past weekend to the U.P. Catholic Services Appeal! We would like to receive a response from every parish family. Each and every response is important. For those who have not yet made their pledge, please do so as soon as possible. We ask that you return a pledge card - even if you are not making a financial commitment. Return your pledge card in the offertory basked or to the parish office. Pledge cards are located __________. Thank you for your support of UPCSA.
19
Bulletin Announcement for when your parish reaches its goal.
WE’VE MET OUR UPCSA GOAL! Thank you to all who responded so generously to the U.P. Catholic Services Appeal! Each year the success of the Appeal depends on you. United in heart and united in mission, the entire diocesan family responds to this appeal and helps to spread the Good News of Jesus. Reaching our parish goal enables vital diocesan ministries and programs to thrive. Thank you.
20
Pulpit Announcements
Two Sundays Prior to the Appeal September 13, 2015
The annual diocesan Upper Peninsula Catholic Services Appeal (UPCSA), will kick off in two weeks. United in heart we join together to spread the Good News of Jesus across the U.P. UPCSA supports the work of the Catholic Church in the Upper Peninsula and our bishop invites us to be a part of the Church’s mission. Please take time to learn about all the things that the appeal supports and prayerfully consider how God is calling you to participate in the stewardship of our diocesan Church.
Sunday Prior to the Appeal September 20, 2015
United in heart, the annual U.P. Catholic Services Appeal invites all of us to help spread the Good News of Jesus across the U.P. UPCSA will be conducted next weekend in our parish. [or, briefly explain how your parish conducts the appeal.] Please prayerfully consider what you can do to support the many evangelizing, educational, social, and outreach ministries of our Diocesan Church. These programs and ministries serve people in ways a single parish community could never do on its own – but, when we join with the other 94 parishes and missions in our dioceses, together we help people across the U.P. come to know Christ. Our parish goal is to raise $_________ and to achieve 100% participation – a pledge card returned from every family.
Sunday After the Appeal October 4, 2015
Thank you to all families who have already made a pledge to the U.P. Catholic Services Appeal. So far, ___ families have contributed $____ toward our parish goal of $_____. If you have not yet made your pledge, it is not too late. Please spend some time in prayer and ask the Lord how He would like you to join in the mission and respond generously as the Lord asks you. Pledge envelopes are available ____________. They can be placed in the collection basket, brought to the parish office or mailed to _____________. Thank you for your generosity.
October/November Pulpit or Bulletin Announcement if your parish has not reached its goal:
We are getting closer to our parish UPCSA goal! _(number)_ families out of ____ have returned their pledge cards to the U.P. Catholic Services Appeal. Pledge total stands at $____ toward our parish goal of $_____. Every family is asked to return a pledge card so that we can achieve 100% parishioner participation. Your help is needed. A pledge in any amount will be gratefully received and sincerely appreciated. Pledge cards are available __________________.
21
Prayers of the Faithful Please include one or more of the following intentions on the Sundays
indicated.
Sunday Prior to the Appeal September 20, 2015
• That God may bless our parish and our Diocese, unite us in heart and inmission, and grant us the spirit of generosity as we respond next weekend tothe annual U.P. Catholic Services Appeal. We pray to the Lord.
• For our parish family, that next weekend we unite with our diocesan family asfaithful stewards of the gifts God has entrusted to us, and respond generouslyto the U.P. Catholic Services Appeal. We pray to the Lord.
• That God may bless our parish and our Diocese, unite us in heart, and grant usthe spirit of Christian Stewardship by opening our hearts to the U.P. CatholicServices Appeal. We pray to the Lord.
• For a generous outpouring of the spirit to support the work of our diocesanchurch with time, talent and treasure next weekend as our parishes takes upthe U.P. Catholic Services Appeal.
Appeal Sunday September 27, 2015
• For __(name of parish__ family, that we may see the annual U.P. CatholicServices appeal as an opportunity to unite in heart and in mission to support ofministries and programs that enrich the lives of the faithful throughout theUpper Peninsula. We pray to the Lord.
• In thanksgiving for all that the Lord has given us, may we show our gratitude bysharing with others through our response to the U.P. Catholic Services Appeal.We pray to the Lord.
• That, we as members of the Catholic Church in the Upper Peninsula, unite inservice to the Lord to support the spiritual, educational, pastoral and charitableworks of our Diocese with generous gifts to the U.P. Catholic Services Appeal.We pray to the Lord.
• That we may see the work of the U.P. Catholic Services Appeal as anopportunity to extend ourselves in love and service beyond the boundaries ofour local parish. We pray to the Lord.
• That we may continue to be a source of light and hope to our family of faiththrough our generous response to the U.P. Catholic Services Appeal. We prayto the Lord.
22
• In thanksgiving to all within the parish family who have generously supportedthe U.P. Catholic Services Appeal, may they feel joy in knowing that a gift fromone will become a gift for many. We pray to the Lord.
That those who have not had an opportunity to make a decision about the U.P.Catholic Services Appeal will listen to their hearts and make a commitment forthe greater work of our diocesan Church family. We pray to the Lord.
•
• For all who have responded to the U.P. Catholic Services Appeal, that theirgenerosity may be rewarded with the love and joy that generous giving brings.We pray to the Lord.
Sunday Following the Appeal October 4, 2015
23
Tips for UPCSA Mass Presentation
The most important part of your presentation will be a personal story about how a diocesan ministry has touched your life and made a difference.
Mention the theme for this year’s appeal: “United in Heart”
To help create general awareness of all that UPCSA supports, please briefly mention the four main areas of support below.
1. Vocations & Pastoral Outreach – support for seminarian education,marriage tribunal, office of worship and deacon formation.
2. Evangelization – funding for campus ministry, Marygrove Retreat Center,prison ministry, diocesan communications, office of the Bishop, donationsthat support the world-wide Catholic mission.
3. Catholic Social Services – working to nurture, stabilize and strengthendiverse families of the Upper Peninsula in the spirit of God’s universal love.
4. Faith Formation & Education – Equipping 94 parishes and missions and 9Catholic schools with tools and strategies to effectively teach the Catholicfaith.
Thank you!
24
Sample UPCSA Presentation
Did you know that 1,649 people received help and healing through Catholic Social Services of the Upper Peninsula counseling services for mental health treatment and addiction recovery? That over 30 children each month were placed in an adoptive or foster care home and given an opportunity to know God’s love in a safe, nurturing home?
Did you know that since 1948 people have been going to Marygrove Retreat Center, located in the Garden Peninsula between Escanaba and Manistique, for peaceful retreats to pray, renew relationships, and re-energize their faith?
Did you know that about 1,250 students receive outstanding Pre-K through 8th grade education at nine Catholic Schools that dot the perimeter of the Upper Peninsula, and over 5,000 more elementary, middle and high school students receive religious education instruction in our diocese’s 94 parish faith formation programs?
Or, that the average annual cost to educate and form a seminarian for our diocese is $40,000? And, that currently the Diocese of Marquette is providing financial assistance to 9 men who are preparing for the priesthood?
These are just some of the ministries that are supported through the Upper Peninsula Catholic Services Appeal, or UPCSA.
A little closer to home, here at _________ Parish, we receive a number of support services from our diocese that help us to administer our parish more efficiently, to worship more deeply, and to form our parish families more completely. Our pastor, Fr. _______, is supported mainly by our parish community. But he also receives valuable support and services from our diocese, including continuing education and training opportunities. Our parish catechists and secretary/bookkeeper have access to ongoing learning workshops and support services through the diocese.
Even if you have not been touched personally by any of the ministries or programs that I’ve mentioned, you should know that when you support UPCSA, you are helping others in countless ways. UPCSA unites our Catholic family in heart and in mission by funding ministries that reach well beyond what we can do here at __________ Parish.
It is truly an exciting time to be a Catholic! Especially here in the Upper Peninsula of Michigan, where so much is happening to engage people in a variety of ministries and initiatives to deepen and strengthen their faith.
Please join me in generous support of this year’s U.P. Catholic Services Appeal. Your prayers and your donations are needed. Any amount our parish raises over its goal comes back to our parish for our own needs. We ask every family to return a pledge card – even if you are not able to make a donation this year - so that we can achieve 100%participation from all of our parishioners.
May God bless you for your stewardship. Thank you.
25
Faith Formation & Education. Faith formation and education ministries bring the church together in a spirit of collaboration and unity, forming hearts and minds. UPCSA funds diocesan ministries that support parish catechesis, youth ministry and adult faith formation in 94 parishes and missions. The superintendent’s office oversees the diocese’s nine Catholic schools, which educate and form over 1,250 pre-K through 8th grade students annually. Parishes that do not directly subsidize a school participate in our Catholic schools ministry through an assessment, which is included in their parish UPCSA goal. For more information or to register your child(ren) in one of our Catholic schools, visit www.dioceseofmarquette.org/catholic schools.
Catholic Social Services. All programs and services of Catholic Social Services of the Upper Peninsula promote the teachings of the Catholic Church and God’s universal love. Last year CSSUP helped heal 1,649 of your neighbors, friends and family members through our counseling services for mental health treatment and addiction recovery. Our adoption and foster care services gave over 30 children each month an opportunity to know God’s love in a safe, nurturing home with loving parents. Our re-entry facility supported numerous young men as they returned after incarceration to become productive citizens in their community. With your support we can continue to provide care with dignity and instill hope to all we serve.
Evangelization. To evangelize is to make the kingdom of God present in our world. Some of the local evangelizing ministries that receive UPCSA support include the bishop’s ministry as he participates in parish celebrations throughout the diocese, support and assistance to priests and women religious, Marygrove Retreat Center and campus ministry. Diocesan communication services inform, evangelize and educate through all forms of media including the diocesan website and social media. Evangelizing ministry is extended world-wide when the diocese makes donations to the Holy See, the U.S. Conference of Catholic Bishops, and Panama Mission to aid the poor.
Vocations & Pastoral Outreach. The diocesan vocations program works to inspire priestly vocations that sustain the Catholic Church in the U.P. Substantial support is provided through UPCSA for the education of seminarians who are preparing to serve in our diocese. Support is provided to parishes to strengthen their local leadership and organizational structures. Other areas of outreach include the tribunal and chancellor’s offices, assist individuals with church legal and canonical matters such as marriage annulments.
What UPCSA Funds
26
(Enlarge this chart & display it in a prominent place to help keep parishioners informed about parish progress. Be sure to update it weekly.)
OUR PARISH UPCSA PROGRESS
Our Parish UPCSA Our Parish Goal Participation Goal=100%
$_____________ # of Families__________
100% _______________ 100% _______________
90% _______________ 90% ______________
80% _______________ 80% ______________
70% _______________ 70% ______________
60% _______________ 60% ______________
50% _______________ 50% ______________
40% _______________ 40% ______________
30% _______________ 30% _____________
20% _______________ 20% ______________
10% _______________ 10% ______________
0 _______________ 0 ______________
27
How to Give to the U.P. Catholic Services Appeal
1. Plan your gift.2. Complete a UPCSA pledge card and return it to your parish. Pledge cards are
distributed first via direct mail from Bishop John Doerfler, and then through localparishes.
3. Payment Options: Pay by check, automatic withdrawal, credit card, or online. Forgifts of stock or other marketable securities, contact the diocesan developmentdirector, Terri Gadzinski, by email at [email protected] or bytelephone at 906/227-9108.
4. Pledges: When paying by check, the Diocese of Marquette mails a reminderstatement each month that there is a balance on the account, up to 10 monthsbeginning in December and continuing through the following September.
5. Online Giving offers safe, secure and flexible payment options including one timegift, pledge or recurring gifts. For recurring gifts a weekly, biweekly or monthlypayment schedule may be set up.
U.P. Catholic Services Appeal • Diocese of Marquette • 1004 Harbor Hills Dr, Marquette, MI 49855
United in HeartCATHOLIC DIOCESE OF MARQUETTE
NameAddressCity, St Zip
Dear Salutation,
Thank you for your past generous support of the Upper Peninsula Catholic Services Appeal (UPCSA). Your annual giving to the UPCSA supports many ministries and services. It is very much needed and is greatly appreciated.
The enclosed newsletter highlights, in a very personal way, a few of the people that you helped when you gave to the UPCSA last year. You will be hearing more about the ministries this appeal funds in your parish in the coming weeks.
At this time, I invite you to join with me and become a member of the Bishop’s Partners in Service. As a reminder, your gift to the UPCSA last year was $________. Please prayerfully consider if you are able to take a step (even a small step!) to increase your UPCSA gift this year. While I do not want you to give beyond your means, I encourage you to evaluate prayerfully your personal situation and ask yourself, “What is God calling me to do?”
Please use the enclosed pledge card to make your gift. Return it to your parish soon. Early gifts will provide momentum for your parish appeal and help your parish to reach its goal.
Our Catholic faith unites us in heart with the same love that is also in Christ Jesus. Your gifts of time, talent and treasure help to extend the heart of Jesus throughout the Upper Peninsula and beyond!
With prayers that your heart be filled with the Joy of the Gospel, I am
Sincerely in Christ,
Most Reverend John F. Doerfler, STD, JCLBishop of Marquette
Bishop’s Partners in Service is a call to stewardship that encourages annual giving to the UPCSA at 1% of household income. It is based on making gifts that are not equal in size, but are equal in personal sacrifice. The gift chart below is offered to help you plan your gift.
Household Suggested 10 monthly Income 1% Gift Down Payment + Payments Zeal $500,000 $5,000 $500 + $450 Kindness $250,000 $2,500 $250 + $225 Humility $150,000 $1,500 $150 + $135 Charity $100,000 $1,000 $100 + $90 Partner $ 50,000 $500 $50 + $45
28
Mailed with "Gifts at Work" to those who pledged $300-$499 last year.
U.P. Catholic Services Appeal • Diocese of Marquette • 1004 Harbor Hills Dr, Marquette, MI 49855
United in HeartCATHOLIC DIOCESE OF MARQUETTE
NameAddressCity, St Zip
Dear Salutation,
Thank you for your membership in the Bishop’s Partners in Service! Your generous annual giving to the Upper Peninsula Catholic Services Appeal (UPCSA) supports many ministries and services. It is very much needed and is greatly appreciated.
The enclosed newsletter highlights, in a very personal way, a few of the people that you helped when you gave to the UPCSA last year. You will be hearing more about the ministries this appeal funds in your parish in the coming weeks.
At this time, I invite you to join with me and continue your membership in the Bishop’s Partners in Service. As a reminder, your gift to the UPCSA last year was $________. Please prayerfully consider if you are able to take a step (even a small step!) to increase your UPCSA gift this year. While I do not want you to give beyond your means, I encourage you to evaluate prayerfully your personal situation and ask yourself, “What is God calling me to do?”
Please use the enclosed pledge card to make your gift. Return it to your parish soon. Early gifts will provide momentum for your parish appeal and help your parish to reach its goal.
Our Catholic faith unites us in heart with the same love that is also in Christ Jesus. Your gifts of time, talent and treasure help to extend the heart of Jesus throughout the Upper Peninsula and beyond!
With prayers that your heart be filled with the Joy of the Gospel, I am
Sincerely in Christ,
Most Reverend John F. Doerfler, STD, JCLBishop of Marquette
Bishop’s Partners in Service is a call to stewardship that encourages annual giving to the UPCSA at 1% of household income. It is based on making gifts that are not equal in size, but are equal in personal sacrifice. The gift chart below is offered to help you plan your gift.
Household Suggested 10 monthly Income 1% Gift Down Payment + Payments Zeal $500,000 $5,000 $500 + $450 Kindness $250,000 $2,500 $250 + $225 Humility $150,000 $1,500 $150 + $135 Charity $100,000 $1,000 $100 + $90
Partner $ 50,000 $500 $50 + $45
If you are giving at 1% and your gift amount is less than $500, simply check the appropriate box on the pledge card to join the Bishop’s Partners in Service.
29
Mailed with "Gifts at Work" to those who pledged $500 or more last year, or indicated their pledge was 1% of income.
30
TIMETABLE AUGUST THROUGH SEPT. 4, 2015 Distribution and mailing of parish UPCSA materials from the Pastoral Office.
WEEK OF SEPT. 14-SEPT. 20, 2015 PASTOR:
1. Bulletin and/or pulpit announcements and inclusion of Appeal in Prayer ofthe Faithful begin the weekend of September 19-20 (included in thishandbook).
2. Watch for September 18, 2015 edition of The U.P. Catholic Newspaper andcheck out the UPCSA articles and information insert.
WEEK OF Sept. 21-27, 2015 (APPEAL SUNDAY – Sept. 27) SECRETARY:
1. Insert UPCSA bulletin insert into parish bulletins for all Sept. 26/27 masses.2. Packet distributed to parishioners from parish including: letter from pastor,
brochure, pledge card, authorization card for optional payment methods,and return envelope.
WEEK OF OCT. 12-18, 2015 SECRETARY:
1. Prepare “Set A” of the Record of Pledges (due to diocesan office byOctober 14th).
a) Familiarize yourself with the Internal Control Procedures forprocessing pledges and initial payments and Pledge Verification andDeposit Summary (pg. 27).
b) Examine the Process for the Review of Pledge Cards (pg. 26).c) After putting the pledge cards in alphabetical order, transfer the
pledge and cash amounts to the Record of Pledges summary Excelspreadsheet.
d) Contact Wendy Negri at [email protected] or1.800.562.9745, ext. 104 with name & ID # of any parishioner whochecked the box on the pledge card for “BPS membership”, if thepledge is less than $500.
e) Pledge and cash totals are automatic on the last page of the report.f) If any of the pledges are received from NEW parish members (or
anonymous donors) not listed on the Record of Pledges (“Set A”),then please list them at the end of the Record of Pledges sheet. Fillin the name and address, but don’t assign account numbers.Submit a copy of the Record of Pledges with (“Set A”) information tothe Appeal Office, retaining a copy for yourself. Information shouldbe returned via e-mail to [email protected].
31
UPCSA Timetable Page 2
2. Forward to the Appeal Office (1004 Harbor Hills Drive, Marquette MI49855) the following before October 14, 2015.
EMAIL a) “Set A” of the Record of Pledges by email (retain a copy).
MAIL b) Authorization cards for automatic withdrawal and credit card
(AW/CC) payments, completed by the parish member and checked by the secretary, with a voided check attached to the back for AW.
c) ONE parish check made payable to the Diocese of Marquette -UPCSA for the total amount of CASH on the Record of Pledges.
NOTE: DO NOT RETURN PLEDGE CARDS WITH SET INFORMATION. THE PARISH IS TO RETAIN THE PLEDGE CARDS FOR A MINIMUM OF 3 YEARS. DO NOT MAKE ANY CHANGES ON A SET AFTER IT HAS BEEN SENT IN TO THE APPEAL OFFICE.
WEEK OF OCT. 26-NOV. 1, 2015
SECRETARY:
1. Prepare “Set B” of the Record of Pledges. Enter information for thosedonors who have made pledges or payments since “Set A” of the Record ofPledges was completed and emailed to the Appeal Office.
2. “Set B” is due to the Appeal Office by October 28th. Please followdirections as they are given in the week of October 12-18.
3. If a cash payment is made on a pledge already recorded on “Set A”, simplyindicate the amount in the CASH column of “Set B”. DO NOT RE-RECORDTHE PLEDGE IN THE PLEDGE COLUMN OF “SET B”.
4. Forward to the Appeal Office the following, before October 28, 2015.EMAIL
a) Spreadsheet showing Sets “A & B” of the Record of Pledges (retaina copy). MAIL
b) Completed and verified authorization cards for AW/CC payments.c) ONE parish check made payable to the Diocese of Marquette -
UPCSA for the amount of CASH column of the Record of Pledges.
5. All further “Sets” (C,D, etc.), authorization cards, and parish checks shouldbe forwarded to the Appeal office within 2-3 weeks of the previous set, evenafter parish goal is met. Timeliness is important for your parishioners andfor our billing process.
32
Sample Record of Pledges Report
RECORD OF PLEDGES SUMMARY SHEET Add new members' name and address at end
48th ANNUAL U.P. CATHOLIC SVCS. APPEAL
Parish: Any Parish
CODE AW/ SET A SET B SET C SET D SET E DONOR TOTALS
ID # NAME 1 OR 2 CC/S PLEDGE CASH PLEDGE CASH PLEDGE CASH PLEDGE CASH PLEDGE CASH PLEDGE CASH
181 Mr. and Mrs. John Aames AW 100 100 0
452 Miss Mary Contributor 1 30 30 30 30
487 Robert Happy 0 0
714 Mr. Leo Lion 2 400 0 0
2838 Rev. Localpastor 15 5 15 5
33608 Mr. and Mrs. James Parishioner 0 0 0
0 0 NEW MEMBER NAME AND ADDRESS: 0 0
0 0
M/M John Doe CC 50 50 0
123 Main St. 0 0
Calumet, MI 49913 0 0
0 0
0 0
0 0 TOTALS 595 35 0 0 0 0 0 0 0 0 195 35
33
Process for the Review of Pledge Cards
Review Donor Information 1. Complete name, address, phone and email address
(update and correct, and send updated info to the diocese)2. Constituent ID if preprinted3. Verify signature and date
Review Gift Information 1. I pledge to the annual UPCSA:
• Total Pledge – review – Enter on Record of Pledges (Enter a zero in thepledge column if there is no monetary pledge/donation, but the card hasbeen returned).
• Payment Enclosed – verify – Enter on Record of Pledges• Balance – calculate for accuracy
2. My total pledge is at least $500 or 1%• Enter on Record of Pledges as “BPS” if pledge is under $500• Also notify Wendy Negri at [email protected] or
1.800.562.9745, ext. 104, providing her with parishioner name anddiocesan ID number.
3. Review and verify payment options• For Checks, verify amount and write in check number on pledge card• For Cash, verify amount and circle “cash” on pledge card and input on
Record of Pledges• For Stock notify Diocese - Terri Gadzinski• For AW and Credit Cards – verify information on authorization card
Internal control procedures for processing pledges and initial payments
Whether receiving pledges and payments via the collection basket, mail or in person at the parish office, there are internal control procedures to which the staff must adhere.
1. UPCSA Coordinator with the pastor should establish an unrelated two personcount team for the UPCSA pledges and payments.
2. Pledges and payments should be put in a secure place until processed.3. Pledges and payments should never be opened or in the control of a single
individual.4. Review pledge cards and payments as outlined above.5. Complete the record of pledges report as indicated in the timeline. The total
cash for the set (as shown on the record of pledges report) should equal thedeposit amount.
6. Complete the UPCSA pledge verification and deposit summary form andsign.(optional)
7. Complete deposit slip and have deposited by the next business day.8. Send check to the diocese for the amount indicated on the record of pledges
report.
34
35
Sample Appeal Letter from the PastorTo all parishioners. Personalize the message to your parish as much as possible.
(use parish letterhead) Suggested Mail Date: Mail on the Monday prior to UPCSA Weekend
Date
Name NOTE to pastor: when you tell people what your Address average parish UPCSA gift was last year, they will City/State/Zip respond more generously if they can. If the diocesan
average gift of $198.27 is higher than your parish average, consider using it instead.
Dear _________,
100% Participation! That is our parish goal this year for the annual “Upper Peninsula Catholic Services Appeal!”
United in faith, we join with our Catholic brothers and sisters across the Upper Peninsula as generous stewards of our Church. I ask that every parish family complete and return a pledge card. Your gifts support the work of the Church in the Upper Peninsula.
Some parishioners responded early, already pledging a total of $_______ toward our parish goal of $____________. 100% participation will help to ensure that we reach our goal. All monies collected above and beyond our parish goal come directly back to our parish. This coming year, the Parish Finance Council and I have decided that all monies returned to the parish from UPCSA will be used for __________________________________________________________.
The education of seminarians, training of catechists, and social services that promote the teachings of the Catholic Church are just a few of the important ministries funded through UPCSA. New this year, UPCSA will cover 100% of the cost of marriage annulments, making it easier for those in need to receive this healing and reconciling ministry.
How much should you give? That is between you and God. I simply ask that you prayerfully consider how God is calling you to respond to this appeal, and respond to the best of your ability. Last year our average family gift to UPCSA was $______. Many payment options are offered for your convenience. Please selection an option that works for you and helps you to be as generous as possible. If circumstances prevent you from making a financial commitment this year, please indicate a generous gift of prayer on the pledge card. Remember, the Lord can never be outdone in generosity!
Please return your UPCSA pledge card as soon as possible. God bless you for your faithful stewardship.
Sincerely yours in Christ,
Reverend Localpastor
36
Sample Follow Up Letter To all parishioners who have NOT returned a pledge card.. Personalize the message to
your parish as much as possible. (use parish letterhead)
Suggested Mail Date: Two weeks after UPCSA Weekend
Date
Name Address City, State Zip
Dear _____________,
I need your help! Our parish is striving for 100% participation in the U.P. Catholic Services Appeal. I ask that every family return their pledge card as soon as possible.
**Enclosed is another pledge card for your convenience. You can return it by mail, or drop it in the collection at Mass.
Don’t worry if you are not able to make a payment at this time. There are many options available for responding to the appeal. Simply complete the pledge card and return it. Then, beginning in December, pledge reminder statements will be mailed to you, allowing you to make affordable payments over a 10-month period. Or, you can choose to pay by credit card, automatic withdrawal from your savings or checking account, or make your gift online at www.dioceseofmarquette.org.
If circumstances prevent you from making a financial commitment this year, please indicate a generous gift of prayer on the pledge card and return it as soon as possible. Remember, the Lord can never be outdone in generosity!
Please help our parish reach is 100% participation goal. Thank you, and God bless you.
In Christ,
Reverend Localpastor
** option 2: if parish dollar goal has been achieved, but not 100% participation, the following may be substituted: “ I am grateful that we have met our parish goal, and I continue to seek 100% participation from every parish family. Our diocesan annual appeal is an important act of stewardship. Please keep in mind that all monies collected over our parish goal will benefit _____________________ at our parish.
37
Sample Thank You Letter from the Pastor
To all parishioners who return a pledge card with a financial commitment. Personalize the message to your parish as much as possible.
(use parish letterhead) Suggested Mail Date: Within 1-2 weeks after receiving pledge card
Date
Name Address City/State/Zip
Dear ___________,
Thank you for your generous response to the U.P. Catholic Services Appeal! Your response helps our parish to meet both our financial goal and our 100% participation goal.
Your participation in this annual appeal supports ministries across our Diocese such as vocations and pastoral outreach, evangelization and education programs, and more. Thank you for participating with our diocesan family in sharing a portion of the blessings God has entrusted you.
I assure you of my continued prayers, and on behalf of those who will benefit from your generosity, I express my sincere appreciation for your prayers and support.
Sincerely yours in Christ,
Reverend Localpastor
38
Sample Thank You Letter from the Pastor – No Pledge
To all parishioners who return a pledge card with no financial commitment (prayer only). Personalize the message to your parish as much as possible.
(use parish letterhead) Suggested Mail Date: Within 1-2 weeks after receiving pledge card
Date
Name Address City, State Zip
Dear ________________,
Thank you for returning your U.P. Catholic Services Appeal pledge card! Your response to this year’s appeal, “United in Heart,” is appreciated and helps our parish to meet its 100% participation goal.
Please let me know if our parish staff or I can assist you in any way. Your spiritual needs and continued participation in the life of our parish and our diocese is very important to us!
May God bless you and your loved ones.
Sincerely yours in Christ,
Reverend Localpastor
Note to pastor: if the parishioner’s response surfaces a negative reply, please try to respond personally and address their specific concern.
39
History of the Catholic Church in the Upper Peninsula of Michigan
The Catholic history of the Upper Peninsula of Michigan dates back to the French exploration of the Upper Great Lakes. Jesuit missionaries of the 17th Century such as Mesnard, Jogues, Allouez, Raymbault, and Marquette touched the shores and spoke the Word of Christ to the Indians. At this time, Northern Michigan was part of the Diocese of Quebec.
The modern history of the Church in the Upper Peninsula began in 1832, when Father Frederic Baraga crossed Lake Michigan from Cross Village to Indian Lake near Manistique. In 1843, Baraga went from LaPointe, Wisconsin to present day Assinins, Michigan. He worked here until 1853. In that year, he was consecrated Bishop, moving to Sault Ste. Marie and later, in 1866, to Marquette. In May of 1866, the “Diocese of Sault Ste. Marie and Marquette” was authorized. During Baraga’s years the Church grew from a church in mission to Native Americans to a Church with many ethnic groups.
The first Sister arrived in Sault Ste. Marie in 1853. In the diocese’s long history, many communities of religious women have served here. Ursuline Sisters, Sisters of Saint Joseph of Carondolet, Sisters of Saint Agnes, Franciscan Sisters, and other communities have given strong witness to the Gospel in the Upper Peninsula. Countless lay men and women have also shaped our Church. Currently, there are permanent deacons, an active lay ministry leadership school, and an institute of theology. Through Cursillo, Legion of Mary, Saint Vincent de Paul, and countless other parish organizations, lay people are serving all over the diocese.
The Most Reverend John F. Doerfler was ordained and installed as the thirteenth Bishop of the Diocese of Marquette on February 11, 2014.
40
Diocese of Marquette
Our Diocese at a Glance
Established as Vicariate Apostolic of the Upper Peninsula in 1853 (with Venerable Frederic Baraga as its first bishop) Erected as the Diocese of Sault Ste. Marie in 1857
Title changed to Diocese of Sault Ste. Marie and Marquette in 1866 (when the See City moved to Marquette)
Title changed to Diocese of Marquette in 1937
Composed of the 15 counties in the Upper Peninsula (square miles: 16,281) Catholic population in Diocese of Marquette: 43,868 Total population in Diocese of Marquette: 310,787
Most Rev. John Doerfler Bishop of the Diocese of Marquette
Parishes and Missions Number of parishes: 72 Number of missions: 22
Catholic Schools Number of schools: 9 Number of students: 1,241
Personnel Retired bishops: 1 Number of active diocesan priests In the diocese: 44 Outside the diocese: 2 Retired/sick/absent diocesan priests: 20 Religious priests in diocese: 5 Total priests in diocese: 71 Permanent deacons in diocese: 45 Women religious in diocese: 38
Seminarians Students in seminaries outside the diocese: 9
Religious Education High school students in parish faith formation programs: 860 Elementary students in parish faith formation programs: 2,419
Catholic Institutions/Agencies Catholic Social Services of the U.P. Branch offices: 3 (Escanaba, Iron Mountain, Marquette) Marygrove Retreat Center, Garden OSF St. Francis Hospital, Escanaba Bishop Noa Home for Senior Citizens, Escanaba Carmel of the Holy Cross (Carmelite Monastery), Iron Mountain Provincialate of the Sisters of St. Paul de Chartres, Marquette St. Francis Connection Center, Sawyer Holy Transfiguration Skete, Eagle Harbor
Sacraments Receptions into the Church: Infant baptisms: 452 Minor baptisms: 38 Adult baptisms: 24 Received into full communion: 86 First Communions: 418 Confirmations: 73 Marriages: 214 Deaths: 973
Sources: 2015 Official Catholic Directory and Diocese of Marquette
41
U.P. Catholic Services Appeal Diocesan Statistical Summaries
Overall UPCSA School Participation Avg.
Year Goal Assess Pledged # Pledges Rate Pledge
1996-97 1,117,670 1,125,588 15,338 56.88% $73.39
1997-98 1,151,160 1,172,041 15,749 58.46% $74.42
1998-99 1,182,241 1,234,508 15,703 57.70% $78.62
1999-00 1,235,000 1,252,022 15,340 56.15% $81.62
2000-01 1,272,668 1,338,713 15,131 55.24% $88.47
2001-02 1,315,939 1,413,208 15,533 52.64% $90.98
2002-03 1,344,890 1,415,894 14,348 49.38% $98.68
2003-04 1,371,787 1,488,791 14,350 50.02% $103.37
2004-05 1,514,179 1,670,776 14,474 56.72% $115.43
2005-06 1,559,604 1,681,880 13,579 55.60% $123.86
2006-07 1,590,796 1,795,456 13,573 57.28% $132.28
2007-08 1,590,796 87,763 1,823,979 12,654 54.52% $144.14
2008-09 1,590,796 175,807 1,813,412 11,923 52.78% $152.09
2009-10 1,590,796 175,807 1,875,154 11,910 52.89% $157.44
2010-11 1,638,520 265,493 (data not available; UPCSA combined with “Our Faith in the Future” Capital Campaign)
2011-12 1,687,676 176,000 1,898,022 10,165 45.10% $183.10
2012-13 1,911,475 1,893,867 10,264 51.50% $180.28
2013-14 2,041,340 1,990,686 10,275 51.50% $190.28
2014-15 2,036,468 1,993,392 9,933 52.01% $200.68
42
How May We Help You? Diocese of Marquette
UPCSA supports the work of many of these offices, programs & services. Thank you for your support!
DIOCESAN DIRECTORY OF SERVICES & PHONE EXTENSIONS Toll Free: 1-800-562-9745 Dial Direct: (906) 227-9XXX Fax: 906-225-0437
OFFICE OF THE BISHOP Most Rev. John F. Doerfler Bishop of the Diocese of Marquette MaryAnn Bernier, Ext. 115 [email protected]
• Executive Assistant to the Bishop• Mass Stipends• Letters of Good Standing/Celebret Letters (Priests and Deacons)• Papal Blessings
ADMINISTRATION & FINANCE Timothy Thomas, Ext. 114 [email protected]
• Executive Director of Administration & Finance
Pam Erickson, Ext. 135 [email protected]
• Adm. Asst. to Dir. of Admin. & Finance• Clergy Benefits• Clergy/Lay 403B Retirement Coordinator• Buildings, Construction, Renovation/Parish Loans• Real Estate Transactions• Risk Management• St. Joseph Association Coordinator• Policy Manuals• Diocesan Scholarships• Asbestos Management
Terri Gadzinski, Ext. 108 [email protected]
• Director of Development• Charitable Gift Annuities• Stock Transfers• Parish Estate Planning Seminars• Parish Stewardship & Gift Planning• Legacy of Faith
43
Wendy Negri, Ext. 104 [email protected]
• Accounting Assistant• Accounts Payable• UPCSA Coordinator• Accounts Receivables• Lay Employee Benefits• UPCSA/Capital Campaign Pledges & Receivables• Diocesan Cemeteries-Accts Receivable• Needy Parish Loan-Accts Receivable• Diocesan Parishioner Database• The U.P. Catholic Newspaper Address Changes
Carol Parker, Ext. 105 [email protected]
• Diocesan Accountant• Parish Accounting, Budgets• Human Resources• Payroll• Investment Pool-General Questions
Cassie LaTourneau, Ext. 137 [email protected]
• Department Secretary of Admin & Finance• Adm. Asst. to Cemeteries and Propagation of the Faith offices• Diocesan Collections• Investment Pool Reports (Quarterly)• Investment Pool Annual Video Conference• Parish Annual Reports (PARS), Governance Reports, & Audits• Secretary/Bookkeeper Annual Workshop• Leases
• Adm. Asst. to the Superintendent of Catholic Schools
Kristi Flohe, Ext. 138 [email protected]
• Director of School Finance• Tuition - Catholic Schools• Accounting/General Ledger - Catholic Schools• Budgeting-Catholic Schools• School Annual Reports (SAR)
David Roggemann, Ext. 133 [email protected]
• Maintenance Supervisor
Angelina Juidici, Ext. 101 [email protected]
• Administrative Assistant - Admin. & Finance
44
EDUCATION & EVANGELIZATION Mark Salisbury, Ext. 127 [email protected]
• Executive Director and Superintendent of Catholic Schools
Denise Foye, Ext. 130 [email protected]
• Director of Faith Formation• ACRE Testing• Adult Faith Formation• Catechist Formation• Diocesan Confirmation• RCIA/Rite of Election• Sacramental Preparation• Spring Study Day• Ecclesial Ministry Institute• Hospitality Lecture
Greg Gostomski, Ext. 125 [email protected]
• Director of Youth, Young Adult and Family Ministry• Boy Scouts/Girl Scouts• Campus Ministry• Parish Catechetical Training & In-Service• Safe Environment Program• Youth Rallies/World Youth Day• Family Ministry
COMMUNICATIONS John Fee, Ext. 129 [email protected]
• Executive Director of Communications• The U.P. Catholic Newspaper Editor• Diocesan Website Administrator
Jamie Carter, Ext. 134 [email protected]
• The U.P. Catholic Newspaper Assistant Editor• Parish & School Website Questions
Sheila Wickenheiser, Ext. 131 [email protected]
• Adm. Asst. for Communications, Marriage Tribunal & Vocations• Baptism/Wedding/Death Announcements• The U.P. Catholic Newspaper Questions• Diocesan Communicator• Video Conferences
• Ecclesiastical Notary for Marriage Tribunal
45
Dcn. Stephen Gretzinger Dial (866) 452-5112 (within U.P.) [email protected]
• The U.P. Catholic Newspaper Advertising Manager
MINISTRY PERSONNEL Rev. Larry Van Damme, Ext. 107 [email protected]
• Episcopal Vicar for Clergy• Clergy Support Services• Personnel Issues• Sexual Misconduct in Ministry• Women Religious• Native American Ministry• Campus Ministry
Dcn. Jack Leadbetter, Ext. 103 [email protected]
• Director of Permanent Diaconate• Prison Ministry
Tina McFadden, Ext. 155 [email protected]
• Adm. Asst. to Episcopal Vicar for Clergy
Rev. Ben Hasse, Dial (906) 290-2434 [email protected]
• Director of Vocations
OFFICE OF THE CHANCELLOR AND DIVINE WORSHIP Rev. Daniel Moll, Ext.154 [email protected]
• Chancellor• Canonical Questions
Dcn. Thomas Foye, Ext. 126 [email protected]
• Director of Divine Worship
Rev. Jeff Johnson, Dial (906) 227-9120 • Diocesan Archives Coordinator (CLOSED)
MARRIAGE TRIBUNAL Msgr. Peter Oberto [email protected]
• Judicial Vicar• Administrator Marriage Tribunal/Annulments• Annulments
Rev. Benedetto Paris [email protected]
• Defender of the Bond
46
• Promoter of Justice• Executive Director of Bishop Baraga Assoc.
CATHOLIC SOCIAL SERVICES OF THE U.P. Kyle Rambo, Executive Director Dial (906) 227-9119 [email protected]
• Adoption• Counseling (individual, marital, family, crisis pregnancy)• Anger Management• Foster Care (infant and older children)• Licensed Substance Abuse counseling/treatment• Safe Delivery of newborns adoption agency• Pornography and Internet Addiction Counseling• Marriage & Family Life Education• Natural Family Planning
CSS Office locations: Escanaba: (906) 786-7212 Marquette: (906) 227-9119 Iron Mountain: (906) 774-3323 Alpha Omega-Iron Mountain: (906) 828-1600 • Residential Rehab Facility (for men released from jail)
SPECIAL MINISTRIES Bishop Baraga Association Lenora McKeen, Associate Director Dial (906) 227-9117 [email protected] Holy Cross Cemeteries Neil Newcomb, Director of Diocesan Cemeteries and Marquette Manager Dial (906) 225-0191, [email protected] Dale Stannard, Escanaba Manager Dial (906) 786-4685 Marygrove Retreat Center Rev. Brian C. Gerber, Director Dial (906) 644-2771, [email protected] Catholic Relief Services, Missionary Childhood Association & Propagation of the Faith Rev. James Ziminski, Director Dial (906) 428-3199, [email protected]
47
48th Upper Peninsula Catholic Services Appeal Diocese of Marquette
2015-2016
FEEDBACK FORM Your feedback will help us to plan future UPCSA campaigns and improve upon the materials and the assistance provided to parishes.
1. Were the campaign materials helpful? (i.e. Leadership Handbook, the U.P. CatholicNewspaper articles, brochure, bulletin insert, video, etc.) Why or why not?
2. Please share one SUCCESS STORY and one CHALLENGE from this year’s UPCSA :
3. Do you have suggestions for IMPROVING any of the UPCSA materials, administrationprocedures or marketing strategies?
4. Additional comments/suggestions:
Optional Information Name of person completing form: __________________________________________ Parish:_______________________________________________________________
Please return to: Wendy Negri, UPCSA Coordinator, Diocese of Marquette 1004 Harbor Hills Dr., Marquette, MI 49855 • [email protected]
Fax 906.225.0437
