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NATIONAL CATHOLIC
EDUCATIONAL ASSOCIATION
Presented to Kathy Mears, President/CEO
Prepared by Andrew N. Robison, President
01.12.21
WHO IS PETRUS DEVELOPMENT?
155OUR MISSION
CLIENTS: OVER 155 SINCE 2005
AGGIE CATHOLIC
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
PETRUS APPROACH & PHILOSOPHY
●
●
●
●
●
●
●
●
●
●
● Dedicated ACCOUNT MANAGER to perform regular outreach to
NCEA 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)
PETRUS DEVELOPMENT DEDICATED ACCOUNT MANAGER
Support from an NCEA-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
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
PETRUS DEVELOPMENT TRAINING PORTAL PLUS SUPPORT
● 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
● Discounted options for NCEA 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 NCEA 2021 & 2022 CONFERENCE
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
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
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.
CORY HOWAT, ADVISOR & CONSULTANT
Cory J. Howat currently is the executive director of the Catholic Community
Foundation for the Archdiocese of New Orleans. Cory has fundraising
experience as a major gifts officer and as a director of institutional
advancement and executive director of the Boys and Girls Club where he
served for over nine years. He served as the director of stewardship for the
Archdiocese of New Orleans before being promoted as the head of the then
Catholic Foundation in 2017. Cory serves as the President of #iGiveCatholic,
the U.S. Catholic Church’s giving day. Cory also helped direct the formation
and launch of Aspiring Scholars, a School Tuition Organization (STO)
structured as a 501(c)(3) organization whose purpose is to give families in
Louisiana the opportunity to afford and attend a Catholic school.
BENEFIT OF COACHING
CADENCE
PLAN
TEAM
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
THANK YOU!
Petrus Development, LLC www.petrusdevelopment.com
Andrew N. Robison andrew@petrusdevelopment.com
01.12.21

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Petrus Proposal to NCEA 011221

  • 1. NATIONAL CATHOLIC EDUCATIONAL ASSOCIATION Presented to Kathy Mears, President/CEO Prepared by Andrew N. Robison, President 01.12.21
  • 2.
  • 3. WHO IS PETRUS DEVELOPMENT? 155OUR MISSION
  • 4. CLIENTS: OVER 155 SINCE 2005 AGGIE CATHOLIC
  • 5. 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
  • 6.
  • 7. PETRUS APPROACH & PHILOSOPHY ● ● ● ● ● ● ● ● ● ●
  • 8. ● Dedicated ACCOUNT MANAGER to perform regular outreach to NCEA 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)
  • 9. PETRUS DEVELOPMENT DEDICATED ACCOUNT MANAGER Support from an NCEA-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
  • 10. 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
  • 11. PETRUS DEVELOPMENT TRAINING PORTAL PLUS SUPPORT
  • 12. ● 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
  • 13. ● Discounted options for NCEA 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 NCEA 2021 & 2022 CONFERENCE
  • 14. 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
  • 15. 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
  • 16. 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.
  • 17. CORY HOWAT, ADVISOR & CONSULTANT Cory J. Howat currently is the executive director of the Catholic Community Foundation for the Archdiocese of New Orleans. Cory has fundraising experience as a major gifts officer and as a director of institutional advancement and executive director of the Boys and Girls Club where he served for over nine years. He served as the director of stewardship for the Archdiocese of New Orleans before being promoted as the head of the then Catholic Foundation in 2017. Cory serves as the President of #iGiveCatholic, the U.S. Catholic Church’s giving day. Cory also helped direct the formation and launch of Aspiring Scholars, a School Tuition Organization (STO) structured as a 501(c)(3) organization whose purpose is to give families in Louisiana the opportunity to afford and attend a Catholic school.
  • 19. 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
  • 20. THANK YOU! Petrus Development, LLC www.petrusdevelopment.com Andrew N. Robison andrew@petrusdevelopment.com 01.12.21