Follow us @PrengerSolution 1 10/17/2018 How have things changed - - PDF document

10/17/2018 1

Go online to watch Nic Prenger, CEO of Prenger Solutions Group, present these slides at: https://www.prengersolutions.com/study-results Email info@prengersolutions.com for the password to access the materials online

Follow us @PrengerSolution

10/17/2018 2

How have things changed since 2009?

• 20%
• 8.94%

8.85% 45.71%

• 20%
• 15%
• 10%
• 5%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Average gift Average appeal Average number of donors Average participation

How have things changed since 2009?

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• 20%
• 8.94%

8.85% 45.71%

• 20%
• 15%
• 10%
• 5%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Average gift Average appeal Average number of donors Average participation

How have things changed since 2009?

Diocesan development office [hidden camera]

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• 20%
• 8.94%

8.85% 45.71%

• 20%
• 15%
• 10%
• 5%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Average gift Average appeal Average number of donors Average participation

We can’t keep doing what we’re doing.

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Annual appeal donors

Maybe the data will point to a better way…

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Annual Appeals

Foundational support for our ministries

Many appeals are not appeals

Don’t assess parishes 58% Assess parishes for shortfalls 42%

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Diocesan appeals as a percentage

• f combined
• ffertory

10.71%

• 1

2 3 4 5 6 7 8 9 0% 5% 10% 15% 20% 25%

Voluntary appeals (no parish assessments)

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Diocesan appeals as a percentage

• f combined
• ffertory

15.49%

• 0.5

1.0 1.5 2.0 2.5 3.0 3.5 0% 5% 10% 15% 20% 25% 30%

“Hybrid” appeals (parishes are assessed for shortfalls)

What’s a typical participation rate?

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Participation rate for diocesan appeals

26%

0.0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 0% 10% 20% 30% 40% 50% 60%

What is the average annual appeal gift?

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Average gift to diocesan annual appeal

$329.98

$0 $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 $550 $600 $650

When should we launch our appeal?

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0% 5% 10% 15% 20% 25%

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Impact of launch date on appeal success

What’s a typical cost to run an annual appeal?

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$3.63 per $100, on average

What should you name your appeal?

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Diocesan appeal Bishop’s appeal Catholic appeal + $103,798 + $216,836

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Do we need an app?

12.85% 10.71%

0% 2% 4% 6% 8% 10% 12% 14%

No App App

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What’s up with parish rebates?

Hybrid appeals Voluntary appeals

33% have parish rebates 85% have parish rebates

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What is the impact of a parish rebate?

10.31% 10.27%

0% 2% 4% 6% 8% 10% 12% 14% 16% 18%

No Rebate With Rebate

Impact of a parish rebate on a voluntary appeal

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13.00% 15.49%

0% 2% 4% 6% 8% 10% 12% 14% 16% 18%

No Rebate With Rebate

Impact of a parish rebate on a “hybrid” appeal

Should we hire a full- time appeal director?

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45% of dioceses have less than one full-time employee dedicated to their annual appeal The data says this is a mistake

Diocesan offertory

All parishes combined

Status Quo

Less than 1 full-time employee dedicated to annual appeal

With a full-time appeal director

1.38% more raised/offertory

Additional funds

The position pays for itself $5,000,000 $504,379 $573,640 $69,261 $7,500,000 $756,569 $860,460 $103,891 $10,000,000 $1,008,759 $1,147,280 $138,521 $12,500,000 $1,260,949 $1,434,100 $173,151 $15,000,000 $1,513,138 $1,720,920 $207,782 $17,500,000 $1,765,328 $2,007,740 $242,412 $20,000,000 $2,017,518 $2,294,560 $277,042 $22,500,000 $2,269,708 $2,581,380 $311,673 $25,000,000 $2,521,897 $2,868,200 $346,303 $27,500,000 $2,774,087 $3,155,020 $380,933 $30,000,000 $3,026,277 $3,441,840 $415,563 $32,500,000 $3,278,467 $3,728,660 $450,194 $35,000,000 $3,530,656 $4,015,480 $484,824 $37,500,000 $3,782,846 $4,302,300 $519,454 $40,000,000 $4,035,036 $4,589,120 $554,085

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How important is

• nline giving?

Annual appeals that promote

• nline giving raise

more money

6.70% 7.64% 8.38% 10.80%

0% 2% 4% 6% 8% 10% 12%

< 10%

• nline gifts

11-20%

• nline gifts

21-30%

• nline gifts

31-40%

• nline gifts

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Social Media

Is it worth the time and effort?

Are most dioceses

• n Twitter?

10/17/2018 21 4,250

2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000

Diocesan Twitter account followers

Does Twitter help you raise money?

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Diocesan Twitter Followers / Annual Appeal

2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 0% 5% 10% 15% 20% 25%

Bishop Twitter Followers / Annual Appeal

2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 0% 5% 10% 15% 20% 25%

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11.45% 8.48%

0% 2% 4% 6% 8% 10% 12% 14%

> 1,000 twitter followers < 1,000 twitter followers

Does Facebook raise you money?

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Diocesan Facebook Followers / Annual Appeal

2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 0% 5% 10% 15% 20% 25%

Capital Campaigns

Data trends and insights

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How much do diocesan campaigns typically raise?

Diocesan Campaign Results relative to offertory

113%

0% 25% 50% 75% 100% 125% 150% 175% 200% 225% 250%

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What is the collection rate

• n a diocesan campaign?

Diocesan campaigns – where the money goes

9.66% Not collected 5.5% Campaign costs 84.84% Put toward goals

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Does having a parish share generate better results?

10% 20% 30% 40% 0% 50% 60% 70% 80% 90%

PSG’s Hypothesis

Parish share Total dollars raised

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0% 10% 20% 30% 40% 50% 60% 70% 80% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 110% 120% 130% 140% 150% 160% 170% 180% 190% 200% 210% 220% 230%

Every 10% increase in parish share = 6% more raised $30 million offertory | campaign scenarios

$5,175,000 $9,150,000 $13,545,000 $18,360,000 $23,595,000 $29,325,000 $27,450,000 $25,155,000 $22,440,000 $19,305,000

15% 25% 35% 45% 55%

Parish share Parish share Parish share Parish share Parish share $34,500,000 $36,600,000 $38,700,000 $40,800,000 $42,900,000

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Does wealth research help raise more money?

111.85% 127.18%

0% 20% 40% 60% 80% 100% 120% 140%

No wealth research Wealth research

Diocesan campaigns relative to offertory

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Which campaign goals have the most positive impact?

103.59% 137.11%

0% 20% 40% 60% 80% 100% 120% 140% 160%

No priest retirement Priest retirement

Diocesan goals impacting dollars raised

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91.42% 133.92%

0% 20% 40% 60% 80% 100% 120% 140% 160%

100% diocesan Parish Share

Diocesan goals impacting dollars raised

Takeaways

What do we do with this information?

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Takeaway #1: Promote online giving

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Annual appeals that promote

• nline giving raise

more money

6.70% 7.64% 8.38% 10.80%

0% 2% 4% 6% 8% 10% 12%

< 10%

• nline gifts

11-20%

• nline gifts

21-30%

• nline gifts

31-40%

• nline gifts

Clean up your database Get people’s emails Use video to tell stories Engage on social media Improve your website Build landing pages Fix your donation forms A/B test everything Increase conversions

Not just t this All of this is

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Takeaway #2: Move from assessments to appeals

Assessments Voluntary appeals

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Takeaway #3: It takes more than just software

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“Every system is perfectly designed to get the results it gets.”

Want to learn more? Follow us @PrengerSolution