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RESOURCE DEVELOPMENT
PRESENTED BY PETER DE KERATRY
13 APRIL 2011
ABOUT ME
• Resource Development Director, Archdiocese of
  Brisbane

• Background in Fund Development in USA
   –   Petrus Development
   –   The Citadel Foundation
   –   St. Mary’s Catholic Centre at Texas A&M University
   –   Father Gabriel Richard High School in Michigan
   –   Pope John Paul II Cultural Centre in Washington, D.C
A LITTLE BIT OF CONTEXT
• Resource Development department implemented in
  the Archdiocese of Brisbane – with an expanded
  scope from the old Fundraising Services

• With expanded scope, came new knowledge and
  leadership
RESOURCE DEVELOPMENT TEAM

• Mix of existing and new staff

• Different levels of expertise

• Roles including:
   –   Gifts Managers
   –   Parish Support
   –   Appeals and Communications Manager
   –   Constituent Services Coordinator
   –   Gifts Processors
OPPORTUNITIES FOR ARCHDIOCESE
• Integrated fundraising strategy

• Budgets and Goals

• Build on existing development work - more complete
  fundraising actions

• Expand current and prospective donor databases
IMPLEMENTING NEW PROCESSES
• Existing donor recognition & timeliness

• New programs and initiatives
   – Endowment funds
   – Memberships

• Better record-keeping

• New approaches to solicitation and relationship
  management
THE RAISER’S EDGE
• St Mary’s Catholic Centre,1996
   – Enabled us to for the first time have a consistent methodology for tracking
     our relationships with donors
   – Vital to our success in raising $4.9m


• The Citadel Foundation, 2002
   – Implemented Raiser’s Edge during $100m campaign
   – Merger of 4 separate database systems, allowing alumni details to be
     updated centrally


• Petrus Development, 2004-2010
   – Recommended implementation of Raiser’s Edge to 10+ clients
THE RAISER’S EDGE
• Archdiocese had The Raiser’s Edge when I arrived

• Health Check completed August 2010

• Advantages included:
    -   Data cleansing: clean up of code tables and attributes
    -   Better understanding and use of attributes
    -   Test database implemented


• Encouraging use of actions/action tracks and prospect module
CONTACT
Peter L. de Keratry, CFRE
Director of Resource Development
Roman Catholic Archdiocese of Brisbane
GPO Box 3009
Brisbane QLD 4001

3336 9230
dekeratryp@bne.catholic.net.au

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Brisbane user's group peter de keratry presentation

  • 1. RESOURCE DEVELOPMENT PRESENTED BY PETER DE KERATRY 13 APRIL 2011
  • 2. ABOUT ME • Resource Development Director, Archdiocese of Brisbane • Background in Fund Development in USA – Petrus Development – The Citadel Foundation – St. Mary’s Catholic Centre at Texas A&M University – Father Gabriel Richard High School in Michigan – Pope John Paul II Cultural Centre in Washington, D.C
  • 3. A LITTLE BIT OF CONTEXT • Resource Development department implemented in the Archdiocese of Brisbane – with an expanded scope from the old Fundraising Services • With expanded scope, came new knowledge and leadership
  • 4. RESOURCE DEVELOPMENT TEAM • Mix of existing and new staff • Different levels of expertise • Roles including: – Gifts Managers – Parish Support – Appeals and Communications Manager – Constituent Services Coordinator – Gifts Processors
  • 5. OPPORTUNITIES FOR ARCHDIOCESE • Integrated fundraising strategy • Budgets and Goals • Build on existing development work - more complete fundraising actions • Expand current and prospective donor databases
  • 6. IMPLEMENTING NEW PROCESSES • Existing donor recognition & timeliness • New programs and initiatives – Endowment funds – Memberships • Better record-keeping • New approaches to solicitation and relationship management
  • 7. THE RAISER’S EDGE • St Mary’s Catholic Centre,1996 – Enabled us to for the first time have a consistent methodology for tracking our relationships with donors – Vital to our success in raising $4.9m • The Citadel Foundation, 2002 – Implemented Raiser’s Edge during $100m campaign – Merger of 4 separate database systems, allowing alumni details to be updated centrally • Petrus Development, 2004-2010 – Recommended implementation of Raiser’s Edge to 10+ clients
  • 8. THE RAISER’S EDGE • Archdiocese had The Raiser’s Edge when I arrived • Health Check completed August 2010 • Advantages included: - Data cleansing: clean up of code tables and attributes - Better understanding and use of attributes - Test database implemented • Encouraging use of actions/action tracks and prospect module
  • 9. CONTACT Peter L. de Keratry, CFRE Director of Resource Development Roman Catholic Archdiocese of Brisbane GPO Box 3009 Brisbane QLD 4001 3336 9230 dekeratryp@bne.catholic.net.au