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CAP U Binder
Local School Boards
Parent Ambassador/ Enrollment Management
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TABLE OF CONTENTS
Updates in Progress – Chapters to be Available Soon
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CHAPTER |
DESCRIPTION |
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I Introduction................................................................................................................
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1-1 |
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Advancement For Catholic Schools,
Archdiocese of Hartford................................
The Hartford Model..........................................................................................
Ten Basic Ingredients......................................................................................
Advancement Program Flowchart.....................................................................
Implementing the Advancement
Program.........................................................
Volunteers – Recruitment,
Training, Roles, Motivation, Recognition...................... |
1-1
1-3
1-8
1-9
1-10
1-14 |
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2-1 |
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Advancement vs. Fund Raising......................................................................... |
2-2 |
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3-1 |
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The Advancement Office - Office of
Catholic Schools...........................................
School Administrators.....................................................................................
Advancement Committee of the
School Board....................................................
Advancement Chair.........................................................................................
Advancement Coordinator/Director
of Advancement.........................................
Volunteer Responsibilities................................................................................
Public Relations..............................................................................................
Student Recruitment.......................................................................................
Alumni Relations.............................................................................................
Annual Fund................................................................................................... |
3-1
3-1
3-3
3-7
3-9
3-13
3-13
3-14
3-15
3-16 |
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4-1 |
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Introduction to Strategic Planning....................................................................
Steps in the Planning Process...........................................................................
Communicating and Implementing the
Plan.......................................................
The Effective Annual Advancement Plan............................................................
Strategic Planning Process Chart.......................................................................
Sample Annual Advancement Plan.................................................................... |
4-1
4-5
4-8
4-9
4-12
4-15
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V The
Case Statement.....................................................................................................
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5-1 |
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Overview........................................................................................................
An Effective Case............................................................................................
Developing the Case Statement........................................................................
Sample Outline for a School Case
Statement....................................................... |
5-1
5-5
5-7
5-9 |
VI Public
Relations/External Communications.....................................................................
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6-1 |
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Overview.......................................................................................................
Public Relations Messages................................................................................
Public Relations Tools......................................................................................
Communications and Public
Relations................................................................
A Planned Program of Public
Relations..............................................................
Everyday Public Relations
Opportunities............................................................ |
6-1
6-3
6-4
6-7
6-9
6-15 |
VII Student
Recruitment...................................................................................................
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7-1 |
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Marketing for Students – Necessary
Components................................................
Calendar for Implementing a
Student Recruitment Program................................
“Dear Children” Program – Recruitment
Tracking System....................................
Annual Cycle for Student
Recruitment...............................................................
Student Retention...........................................................................................
Exit Interview................................................................................................. |
7-1
7-8
7-12
7-16
7-19
7-25 |
VIII Alumni
and Other Constituency Relations......................................................................
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8-1 |
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Researching Your Alumni..................................................................................
Involving Your Alumni......................................................................................
The Class Agent...............................................................................................
Job Description............................................................................................
School Ambassadors....................................................................................
Annual Fund................................................................................................
Alumni Programs.............................................................................................
Reunion/Anniversary Committee
Structure........................................................
Reunion Planning Calendar...............................................................................
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8-1
8-4
8-6
8-9
8-11
8-15
8-17
8-21
8-22 |
IX The
Annual Fund – The Cornerstone of Advancement......................................................
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9-1 |
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Understanding the Annual Fund –
An Overview...................................................
The Annual Fund Calendar................................................................................
Designing Your Annual Fund Package................................................................
The Major Gift in Annual Giving..........................................................................
The “Moves” Concept –
Cultivation.....................................................................
Elements of Major Donor
Solicitation..................................................................
The Phonothon................................................................................................
Preparing For..............................................................................................
Sample Calendar..........................................................................................
Volunteer Recruitment and Training...............................................................
Script Suggestions.......................................................................................
School Fact Sheet........................................................................................
Caller Report...............................................................................................
Caller Procedures.........................................................................................
Phonothon Donor Log...................................................................................
Sample Pledge Letter...................................................................................
“Sorry We Missed You” Form.........................................................................
Record Keeping for Advancement......................................................................
Annual Fund Donor Log.....................................................................................
Advancement Income Sheet.............................................................................
Our Responsibility to Donors -
Stewardship.........................................................
The Annual Report...........................................................................................
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9-1
9-8
9-13
9-19
9-21
9-26
9-33
9-37
9-42
9-43
9-49
9-51
9-52
9-53
9-56
9-57
9-58
9-59
9-62
9-63
9-64
9-67
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X The
Endowment Program............................................................................................. |
10-1 |
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Understanding Endowments –
An Overview........................................................
Guidelines for Parish School
Endowments...........................................................
Memorial and Honor Giving................................................................................ |
10-1
10-9
10-20 |
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Office of Catholic Schools, Archdiocese of Hartford, 467 Bloomfield Avenue, Bloomfield, CT 06002 P: 860 242-4362 F: 860 242-8683
Webmaster: ocsmanager@att.net
all Site Material Copyright 2005-2011 Office of Catholic Schools - All Rights Reserved
Updated
January 21, 2012
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