info@catholicfsmn.org
507-858-1275
info@catholicfsmn.org
Access the Parish Endowment Toolkit
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Thank you for all you do to serve Southern Minnesota and for partnering with
Click Here to Download the 22-Page PDF Toolkit.
All of the supporting materials are accessible below. |
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The downloads below are organized by the following six steps of creating endowments.
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Click here to go directly to the section you need:Step 3: Fundraise - Worksheets & Tips Step 3: Fundraising - Templates |
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Step 1: Planning & Purpose
Example Parish Spending Policy
Project Timeline Template
Articles/Blogs:
Why Invest with the Foundation
The Difference Between an Agency Fund and Beneficiary Fund
Overview of the Foundation's Fundraising Services
COMING SOON: Deciding if You Need Outside Help for Fundraising & Gift Receiving
Step 2: Documentation
Foundation’s Agency Fund
Onboarding Survey
Foundation’s Agency Fund Contract Template
Foundation’s Initial Deposit Transmittal Form
Foundation's Endowment Spending Policy
Step 3: Fundraise - Worksheets & Tips
Building Your Case Statement Worksheet
Major Donor Outreach Plan Worksheet
Major Donor Outreach Tracker
Parish-Wide Fundraising Toolkit & Editorial Calendar
Introduction Video to Parish-Wide Fundraising
Sign Up for a Planned Giving Seminar
Click here to fill out a form.
Or call today 507-218-4098.
Parish Gift Instrument Template
Click here to download template.
Please make necessary edits to ensure it suits your parish and donor needs.
Step 3: Fundraise - Templates
All templates were designed in Microsoft Word or PowerPoint so that they can easily be edited to customize for your parish. If you have any issues, reach out to the Foundation for help! 507-218-4098
Bulletin - Designed Insert
Bulletin - Short Text
Mass Announcement Script
Pastor Letter and/or Blogs
Click here to download Article 1 - Strengthening our parish
Click here to download Article 2 - Pastor letter
Social Post Words
Social Images
Click here to download image for Post 1
Click here to download image for Post 2
Click below to download images for Post 3:
All Fundraising Templates
COMING SOON - Click here to download a zip file of the entire fundraising template bundle.
Step 4: Protect & Grow
Ongoing Deposit Transmittal Procedure
Articles/Blogs
Questions?
507-858-1276 | info@catholicFSMN.org
Step 5: Begin Annual Distributions
Distribution Request Form
Distribution Report Form
Questions?
507-858-1276 | info@catholicFSMN.org
Step 6: Steward Over Time
Access Monthly Statements
Articles/Blogs
How to Update Your Parish on Endowment Progress
COMING SOON: Ongoing Endowment Fundraising Article
Questions?
507-858-1276 | info@catholicFSMN.org
Here to Help
Did you think of something that would be helpful to add to this page for other parishes? Would you like someone to personally walk you through this webpage or our toolkit? Reach out today: 507-218-4098 or info@catholicfsmn.org.