Peter de Keratry presented on resource development for the Archdiocese of Brisbane. He has experience in fundraising in the USA and was hired as the Resource Development Director. The presentation covered implementing a new Resource Development team and processes, including an integrated fundraising strategy, expanded donor databases, and use of the donor relationship management software The Raiser's Edge to improve record keeping and fundraising.
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