4662 Gravelly Hills Road
Louisville,
Tennessee 37777

(865) 379-1234
(865) 379-2034 (fax)
(800) 263-1976 (Toll-free)

300 Queen Anne Ave. N., Suite 377
Seattle, Washington 98109

(206) 364-1227
(206) 364-1218 (fax)
(800) 606-6922

fundraising for all type of churches

Rules of Thumb for Pledge Redemption:

Set up pledge redemption system early in campaign before pledges start coming in.

Provide options for monthly, quarterly and yearly giving.

Five-year gift intentions recommended.

Use materials that facilitate giving and make it easy to respond.

One person assigned to the monitor long-term giving.

Make sure database is updated before and during pledge redemption.

Continue to talk about campaign ‘without talking about it’ – keep it alive and exciting to encourage participation and assure that pledges are sustained over time.

Regular updates on building, construction, programs affected, etc.

The procedure for recording pledges will vary based on software and internal systems.

There should be written guidelines for volunteers or staff who handle pledges, cash, deposits, receipts and acknowledgment system.

Policies should be set-up in advance of receiving any gift for trusts, in-kind gifts, insurance and bequests.

Guidelines for giving options should be made available to members throughout the campaign. I.e., How to Gift Stock, Employer Matching Gifts, etc.

Sustaining multi-year pledges:

A church membership that believes fully and actively in parish mission and campaign’s long-term benefit.

Fulfillment of recognition opportunities.

Communication with members regarding progress of renovation or construction.

Consistent, written payment reminders.

Gifting Stock:

Gifting appreciated stock is an option that can benefit both the giver and the recipient.

Detailed information from the Archdiocese is available at each campaign meeting or at the Parish Office.

If you plan to make a gift of stock, indicate on the Gift Intention Card that your donation is in the form of Appreciated Stock.

Indicate the approximate value of the donation.

The Donor should only sign the Irrevocable Stock Power form as their name(s) appears exactly on the stock certificate(s).

The Donor should not sign the back of the stock certificate or complete any additional information on the Irrevocable Stock Power form.

The stock transfer process usually takes between 10 and 15 business days.

Your Broker should be consulted for additional information and advisement.

© 2000, Capital Quest Inc. (800) 263-1976 All rights reserved.
Content from this Website may not be reproduced without permission.

site design by Pro-Active Design