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On the Petrus Development show we discuss fundraising in the religious sector with those who are doing it best. Whether you are currently working in development, looking to start or...
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On the Petrus Development show we discuss fundraising in the religious sector with those who are doing it best.
Whether you are currently working in development, looking to start or relaunch a development program, or just curious about best practices this is the show for you!
Hosted by Andrew Robison, president of Petrus Development.
show less
Whether you are currently working in development, looking to start or relaunch a development program, or just curious about best practices this is the show for you!
Hosted by Andrew Robison, president of Petrus Development.
The Petrus Development Show
The Petrus Development Show
13 SEP 2024 · In this episode, Rhen and Andrew share stories from their early days as fundraisers, and they reassure new development officers that the world of nonprofit fundraising is, indeed, navigable. This discussion is both a dose of encouragement AND a list of expectations and best practices. If you're new to fundraising and need a specific path forward, this episode is for you! Â
In this episode, Andrew and Rhen answer the following questions:
- Popular opinion is that fundraising is just begging for money. We know that's not true, but what is the alternative? What is fundraising?
- As a new fundraiser, what can you expect for your new position? What are your responsibilities?Â
- Conversely, what are your director's responsibilities and what should you and the director expect from one another?
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- What will your board or other leadership council expect from you? What do donors expect from you? Â
- What if you're fundraising part-time while you do another job for the organization? How do you split your time?Â
- What can you expect as results in your first year of fundraising? And, in the subsequent few years?
- Fundraising can be frustrating, especially as you're doing all the work and not seeing the desired results. How do you handle feelings of self-doubt? Â
As Rhen mentions at the end of the episode, Petrus offers its BOAT (Basic Online Advancement Training) course as a way to learn fundraising skills while building a network of peers to support you in your work. For more information on our fall BOAT cohort, click https://www.petrusdevelopment.com/boat (And, if you haven't already, be sure to listen to this podcast episode for that $200 discount code!) Â
30 AUG 2024 · A successful capital campaign requires lots of pre-planning as a warmup to the actual campaign. The more you prepare prior to the campaign launch, however, the greater your chances of campaign success! Listen in as Andrew and Rhen discuss, in detail, all of the things that should happen before you embark on a capital campaign.  Â
In this episode, Andrew and Rhen answer the following questions:
- How do you know when your organization is ready to execute a successful capital campaign? What are some indicators that your nonprofit might not be ready to take on a campaign?
- How do you develop vision for a campaign?
- What kind of data/database to you need to have in place to be ready for a campaign?
- How can you get a good estimate of what the cost will be for the campaign project? How much time do you need to allow before a building campaign in order to get drawings, land, etc.?
- What happens to your annual fund during a capital campaign? Can you fund both?
As Rhen mentions at the end of the episode, Petrus is offering a free capital campaign prep checklist for listeners. Use this document to make sure you're covering all of your bases BEFORE you begin your next capital campaign. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/150 for more information.  Â
15 AUG 2024 · Andrew and Rhen return this week for a fun episode on fundraising trends.  The best fundraisers don't make assumptions about what works.  Instead, they look to data to make informed decisions about the fundraising activities that bear the most fruit.  Listen as Andrew and Rhen give statistics about average success rates for a variety of fundraising activities.  Use these statistics to set reasonable expectations for your success!
In this episode, Andrew and Rhen answer the following questions:
- What's a typical conversion rate for an appeal letter's results? Is there a difference between direct mail and email appeals? Â
- What kind of fundraising success should I expect from social media posts and requests?
- Can a phone-a-thon be successful? What can organizations do to improve results?
- Why should fundraisers focus on monthly giving? Â
- Are grants worth the time and effort? What about banquets and galas?
- What is a good success rate for major gifts asks? Â
As Rhen mentions at the end of the episode, Petrus is offering a free annual fund checklist for listeners. Use this checklist (along with the data from this episode!) to choose activities that can help you build a more robust annual fund. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/148 for more information.   Â
1 AUG 2024 · This is nuts and bolts episode for anyone who wants to start hosting matching gift challenges. Andrew and Rhen will walk you step-by-step through the logistics of organizing a matching gift challenge, and they offer insight to all of the creative possibilities for these challenges. After listening to this episode, you'll certainly be ready to begin your own matching gift challenge plans!Â
Andrew and Rhen answer the following questions:
- What is a matching gift challenge?
- How do you find donors who are willing to offer matching gifts?
- How do you structure your matching gift challenge and maximize results?
- Should monthly gifts be included in the challenge? If so, how?
- What happens if we get to our deadline and and haven't met the goal of our challenge? Or, the alternative, what happens if we hit our goal early?
As Rhen mentions at the end of the episode, Petrus is offering a free annual fund checklist for listeners. The checklist shares several ideas (in addition to matching gift challenges!) for how you can build a more robust annual fund. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/148 for more information.    Â
18 JUL 2024 · Development directors make many donor visits alone, and that's just an accepted fact of schedules and logistics. Not everyone can come to every visit. That said, there is a time and a place for bringing someone else with you on your visits, and Andrew and Rhen discuss how to best prepare for partnered visits and make the most of your time together with the donor. Â
In this episode, Andrew and Rhen answer the following questions:
- How many donor visits should you make per month to be successful? And, based on those numbers, how many of those visits should include a team member?
- What members of your team should you bring on donor visits?
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- How do you know when it's the right time to bring someone else on a donor visit with you?
- How do you prepare your director or other team members to join you on donor visits? Are there best practices for how you interact and play off of each other during the meeting?
- What can you do if your director doesn't want to be involved in donor meetings?
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As Rhen mentions at the end of the episode, Petrus has a sample phone script you can use for calls to request donor meetings. Would you like to see it? If so, click https://www.petrusdevelopment.com/147 for more information.Â
2 JUL 2024 · We return this week with a Petrus Development Show episode on communications planning for development offices. Rhen is joined by Andrew Robison, our Petrus president, and the two share their ideas on strategic communications for the second half of this year. Â
A successful development communications plan is often an intentional cycle of informing and asking. We inform through our newsletters and ask through our appeal letters. Andrew and Rhen suggest a schedule for communications pieces for August through December, and they offer tips on how to create successful communications pieces. Â
In this episode, Andrew and Rhen answer the following questions:
- What is recommended communications schedule for the 2nd half of the year?
- What kind of planning and preparation goes into each communications piece?
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- Why do we put so much emphasis on direct mail? Couldn't we just send electronic appeals?
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If you're interested in checking out of the templates that Andrew and Rhen discuss, please click https://www.petrusdevelopment.com/146 for more information.Â
13 JUN 2024 · Andrew Robison, Petrus president, and Rhen Hoehn, Petrus's director of marketing, are together again on this week's episode of the Petrus Development Show!  They spend their time discussing how to set development staff expectations for a new fiscal year. It's another nuts and bolts show about a specific fundraising topic, and it's not one to be missed!
Andrew and Rhen answer the following questions:
- What are reasonable expectations for new development staff in their first year? What specific numbers could you consider as goals?
- Should new fundraisers be able to raise their own salary in their first year?
- When you have an established development officer, how do you go about setting metrics for a new fiscal year?
- Can you offer staff a commission on money raised? (Short answer: NO!)Â
As Andrew and Rhen discuss, Petrus happily offers a sample incentive plan that you can use with fundraisers in your office. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/145 for more information.    Â
30 MAY 2024 · Andrew Robison, Petrus president, is back on this week's epidsode of the Petrus Development Show! Andrew and Rhen spend their time together discussing the all-important topic of budgeting. While budgeting may not seem like a terribly excting interview topic, Andrew and Rhen outline why the budgeting process can be transformational for your development office.    Â
In this episode, Andrew and Rhen answer the following questions:
- Why should you spend time on the budgeting process?
- What is the budeting prcoess? How do you set numbers for income and expenses?
- If you're a new development office, what is reasonable expected growth for your first few years?
- Do you have specific estimates for expected growth over the years?
- What is a good expenses to income ratio for a development office?
- What kind of spreadsheet tool can you use to assist with budgeting?
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As Rhen mentions at the end of the episode, Petrus is offering free access to our recommended budgeting template. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/144 for more information.    Â
16 MAY 2024 · Rhen is again joined by Tara Doyon, director of operations and senior consultant for Petrus, in this week's episode of the Petrus Development show. Tara and Rhen broach the potentially intimidating topic of planned giving, and they work to make the idea of planned gifts more accessible for fundraising professionals.  Â
The primary lesson that Tara and Rhen share in this discussion is that fundraisers don't have to be the planned giving experts. On the subject of planned giving, it's best to know the basics. Beyond that, fundraisers simply need know which community experts can offer assistance with the specifics. The most important thing that fundraisers need to do regarding planned giving is to find ways to start the conversation with their donors.  Â
In this episode, Tara and Rhen answer the following questions:
- What is planned giving? What are typical types of planned gifts?
- Who are top planned giving prospects? Who should you be talking to about planned gifts?
- How do we encourage planned gifts?
- What is a gift acceptance policy and why is it necessary for your organization?
As Rhen mentions at the end of the episode, Petrus created a free planned giving cheat sheet to help you get the planned giving conversation started. If you'd like to receive this resource, please click https://www.petrusdevelopment.com/143 for more information.   Â
9 MAY 2024 · Learn about the great speakers at RAISE24 - The Catholic Fundraising Conference.
As a pocast listener, you can access 15% off registration when you use the promo code RIVERWALK at checkout!
Level up your fundraising game, build a network of fellow Catholic fundraisers, and have a lot of fun doing it!
RAISE24 - The Catholic Fundraising Conference | June 24-26, 2024 | San Antonio, TX
https://www.petrusdevelopment.com/raise24 for more details
On the Petrus Development show we discuss fundraising in the religious sector with those who are doing it best. Whether you are currently working in development, looking to start or...
show more
On the Petrus Development show we discuss fundraising in the religious sector with those who are doing it best.
Whether you are currently working in development, looking to start or relaunch a development program, or just curious about best practices this is the show for you!
Hosted by Andrew Robison, president of Petrus Development.
show less
Whether you are currently working in development, looking to start or relaunch a development program, or just curious about best practices this is the show for you!
Hosted by Andrew Robison, president of Petrus Development.
Information
Author | Petrus Development |
Organization | Petrus Development |
Categories | Religion & Spirituality |
Website | www.spreaker.com |
andrew@petrusdevelopment.com |
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