Proposal to create a fundraising proposal for DIA members

1. DUC IN ALTUM
SCHOOLS COLLABORATIVE
Presented to Kyle Pietrantonio, Executive Director
Prepared by Andrew N. Robison, President
01.20.21

3. WHO IS PETRUS DEVELOPMENT?
155
OUR MISSION

4. CLIENTS: OVER 155 SINCE 2005
AGGIE CATHOLIC

5. GOING VIRTUAL IN COVID
In 2020, COVID lockdowns forced many ministries to
completely reevaluate their fundraising and
communications strategies. Eager and ready to serve,
Petrus made a massive pivot and launched a number
of virtual training opportunities to provide inspiration,
education and information to thousands of ministry
and development leaders.
● Over 125 hours of virtual webinars and
training sessions, including a 55-hour Virtual
Conference in June 2020
● 36 hours of free content published over 40
podcast episodes
● 86,103 website visitors
● 23 blog posts from Petrus Team and guests
● Two-day training session for FOCUS chaplains

6. CLIENT TESTIMONIAL
"Four years ago, as I started this assignment, I could
not have imagined being where we are today. In just a
little more than two years since hiring Petrus and
hiring a full-time development director, we’ve seen very
substantial growth in overall giving, total donors, and
total number of gifts. We have built relationships with
a new Advisory Council and hundreds of alumni,
parents and other supporters. We’re now in the
planning phase of a capital campaign and I see a lot of
opportunity in the coming years."
Fr. Ben Hasse, Pastor at St. Albert the Great University
Parish at Michigan Tech University

8. PETRUS APPROACH & PHILOSOPHY
● Encourage DIA Members to
explore development as a
ministry as well as a achievable
means to new and sustainable
financial resources
● Share stories and examples
from similar institutions who
engage donors in mission
support
● Break down long-term plans
into realistic action steps that
lead to sustained progress
● Teach school leaders to utilize
fundraising best practices for
building a year-round program
● Tactical training videos and
resources that promote
actionable steps
● Calendar templates that allow
schools to map out activities
well in advance and build in
accountability
● Advice from practitioners who
have “been there, done that”
● Sample policies and industry
best practices ensure
confidence in moving forward
● Sample resources including
thank you letters and
receipts, newsletters, digital
communications
● Support for accessing and
utilizing resources in the
digital portal

9. ● Dedicated ACCOUNT MANAGER to perform regular outreach to
DIA members and provide guidance and encouragement to
access resources in the TRAINING PORTAL
● LIVE and RECORDED fundraising education content
○ Monthly webinar plus over 30 hours of recorded video content
○ Training videos and webinar focus on high-level strategic
concepts as well as tactical and actionable steps
○ See proposed webinar schedule in following slide
● Online PORTAL arranged with courses that build on content
● Program ASSESSMENT tools
● Downloadable SAMPLES & GUIDES
● #iGiveCatholic Virtual Training Workshop (Summer 2021)
● National Catholic Schools Week Virtual Training Workshop (Fall 2021)

10. PETRUS DEVELOPMENT DEDICATED ACCOUNT MANAGER
Support from an DIA-exclusive PETRUS ACCOUNT
MANAGER unlocks the power of the content and
results in higher utilization rates and long-term
success.
● Follow up with webinar attendees
● Weekly outreach to all members
● Focused outreach & guidance to non-utilizing
members
● Dedicated support sessions with schools as
needed to answer questions
● Organization of cohort sessions for discussion
to drive community building amongst the
school development community

11. PETRUS DEVELOPMENT WEBINAR TOPICS
● Starting with your Mission & Vision
● Preparing for a #iGiveCatholic Campaign
● Storytelling with an Effective Case for Support
● Strategic Database Management
● Catholic Schools Week through the Lens of
Engagement and Advancement
● Making Face to Face Donor Visits
● Donor Stewardship Best Practices
● Building the Next Generation of Donors with a
Class Gift Program
● Donor-centric Newsletters & Appeal Letters
● Sustainability with a Monthly Giving Program
● Demystifying Social Media
● Hosting Amazing Alumni Events

12. PETRUS DEVELOPMENT TRAINING PORTAL PLUS SUPPORT

13. ● LIVE and RECORDED fundraising education content
○ Monthly webinar plus over 30 hours of recorded video content
○ Training videos and webinar focus on high-level strategic
concepts as well as tactical and actionable steps
○ See proposed webinar schedule in following slide
● Online PORTAL arranged with courses that build on content
● Program ASSESSMENT tools
● Downloadable SAMPLES & GUIDES
● #iGiveCatholic Virtual Training Workshop (Summer 2021)
● National Catholic Schools Week Virtual Training Workshop (Fall 2021)
● Basic Technical Support

14. ● Discounted options for DIA Members seeking additional coaching
and consulting:
○ MISSION, VISION & CASE FOR SUPPORT
○ MAJOR GIFT COACHING
○ FEASIBILITY STUDIES
○ DEVELOPMENT & COMMUNICATIONS ASSESSMENT
○ CAPITAL CAMPAIGN COUNSEL
○ TALENT RECRUITMENT
● Fundraising content for DIA SUMMIT and DIA Track at Napa
Institute

15. ANDREW N. ROBISON, PRESIDENT
Andrew Robison is an established leader in fund development across many
sectors of the nonprofit community. He has worked for over 12 years in
development roles in Catholic campus ministry, higher education and
academic medicine. Most recently at the Texas A&M Foundation and Texas
A&M College of Medicine, Andrew has been a Petrus consultant since 2012.
Over the course of his career, Andrew has worked in support of the St.
Mary’s Catholic Center Foundations in Faith Campaign which raised over
$7.5M for the Catholic Center at Texas A&M and Texas A&M University’s
Lead By Example Campaign, an ambitious effort to raise $4B in philanthropic
support for student, faculty and research. As president, Andrew is
responsible for the management and growth of Petrus Development, as
well as handling client interaction, managing consultants and project
managers, directing the Petrus Leadership Conference and leading efforts
for new business development
andrew@petrusdevelopment.com
979.229.3183

16. TARA TROY DOYON, DIRECTOR OF CLIENT SERVICES
Tara Doyon serves Petrus as Director of Client Services and Senior
Consultant. In this role, Tara works with existing and future clients to
design strategies for successful fundraising and program
development, train new Petrus consultants, represent Petrus at
industry conferences and events, and help plan virtual and in-person
events. Over a 20 year career, Tara has worked for multiple YMCAs, a
crisis pregnancy center and maternity home, and served on the
advisory board of several local social service agencies. Most recently,
Tara led St. Paul Catholic Center at Indiana University to a successful
capital campaign where they exceeded their goal by 35 percent. Tara
and her husband, Ron, live in Bloomington, IN and have two
daughters.
tara@petrusdevelopment.com
812.320.4327

17. JOSH P. WHELAN, VICE-PRESIDENT
Josh has worked in the development arena since 2005. Between 2005 and
2017 Josh had development roles with the University of Mississippi, Delta
Health Alliance, and Palmer Home for Children in Mississippi. In 2017 Josh
joined FOCUS on their Mission Development team. As Area Director of the
South, Josh managed a team of six major gift officers, personally worked
with donors from Oklahoma, to North Carolina, and was a key player in the
$250M Run as to Win Campaign. Josh holds a Bachelor of Arts in English and
Psychology and a Master of Arts in Higher Education Administration from
the University of Mississippi. Josh and his wife, Mary Kate, live in Oxford, MS
with their three children. When he's not working with clients, Josh loves to
read, tailgate at Ole Miss Rebel games, and spend time with his kids.
josh@petrusdevelopment.com
662.299.7171

18. NICHOLAS SCULLY, SENIOR CONSULTANT
Nicholas Scully has more than 35 years of experience in the nonprofit sector
with expertise in campaign management and implementation, prospect
engagement and cultivation, board training, planned giving, major gift
solicitation, donor stewardship, and enrollment management. His
fundraising experience encompasses major universities; private colleges;
conservation groups; independent, charter and public schools; social service
providers; health care facilities; and national fraternities. Nick presents
regionally and nationally for the Council for the Advancement and Support
of Education (CASE), the Association of Fundraising Professionals (AFP) and
Noel-Levitz. As a Certified Fundraising Executive (CFRE) since 1989, Nick has
also taught the CFRE survey course and served as a guest lecturer at the
Professional Seminar on Major Gifts Fundraising at Vanderbilt University.

19. BENEFIT OF COACHING
CADENCE
PLAN
TEAM

20. WHAT IS THE PETRUS DIFFERENCE?
Petrus Development is a ‘teach to fish’ organization
that differentiates ourselves from other fundraising
consulting firms through our strong emphasis on
education. We approach every project with three goals
in mind: hit the current dollar goal, build a deeper
donor base to ensure sustainability, and educate the
team so they can raise more money long into the
future.
Andrew Robison, President of Petrus Development

21. THANK YOU!
Petrus Development, LLC www.petrusdevelopment.com
Andrew N. Robison andrew@petrusdevelopment.com
01.20.21