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TABLE OF CONTENTS
Updates in Progress – Chapters to be Available Soon

CHAPTER
DESCRIPTION
PAGE

I       Introduction................................................................................................................

1-1
 
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

II      Overview of Advancement...........................................................................................

2-1
 
Advancement vs. Fund Raising.........................................................................
2-2

III     Roles and Responsibilities............................................................................................

3-1
 
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

IV      The Planning Process – The Long-Range Strategic Plan....................................................

4-1
 
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

V       The Case Statement.....................................................................................................

5-1
 
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.....................................................................

6-1
 
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...................................................................................................

7-1
 
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......................................................................

8-1
 
Researching Your Alumni..................................................................................
Involving Your Alumni......................................................................................
The Class Agent...............................................................................................
     Job Description............................................................................................
     School Ambassadors....................................................................................
     Annual Fund................................................................................................
Alumni Programs.............................................................................................
Reunion/Anniversary Committee Structure........................................................
Reunion Planning Calendar...............................................................................

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......................................................

9-1
 
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...........................................................................................

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

X       The Endowment Program.............................................................................................
10-1
 
Understanding Endowments – An Overview........................................................
Guidelines for Parish School Endowments...........................................................
Memorial and Honor Giving................................................................................
10-1
10-9
10-20

    


 

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Updated January 21, 2012