POLICIES FOR THE TO TEACH WHO CHRIST IS CAMPAIGN FOR SCHOOLS AND
RELIGIOUS EDUCATION FOR THE ARCHDIOCESE OF CHICAGO
In order to accomplish the objectives of the To Teach Who Christ Is campaign, each parish is
expected to conduct a capital campaign to meet the capital, endowment, or special needs of the
parish and to partner with the Archdiocese in advancing the ministries outlined in the Campaign
Case for Support. The parish will be guided by professional counsel from O’Meara, Ferguson,
Whelan, and Conway – Mission Advancement Services. Each parish will share a portion of the
proceeds generated from the campaign with the archdiocese as outlined in the Campaign Sharing
Formula section in this document.
The Campaign will begin in January of 2013 and reach its apex in December 2015. Every parish
is expected to participate in the Campaign as a partner with the Archdiocese in funding the parish
and archdiocesan-wide projects for our future together. Rather than all parishes conducting the
capital campaign at the same time, it will be implemented in six waves (time periods). Each
wave lasts approximately six months. This will allow parishes to fit the campaign into their own
parish schedules, will keep the campaign visible throughout the Archdiocese for a longer period,
and will enable resources (professional consultants and archdiocesan staff) to better assist
parishes.
Parishes will be asked to state their preferences for the wave in which they wish to conduct the
Campaign. While every effort will be made to accommodate first choices, it may be necessary to
ask some parishes to accept their second choice.
General Timeline:
CAMPAIGN WAVES
January – June 2013
July – December 2013
January 2014 – June 2014
July – December 2014
January – June 2015
July – December 2015
Pilot Wave
Wave One
Wave Two
Wave Three
Wave Four
Wave Five
Campaign Goal
The campaign goal is $350 million {$250 million from Parishes
{$100 million from Major Donors
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Campaign Policies
1. Campaign Moratorium – Standard annual appeals for normal operating expenses will
be allowed. However, extraordinary fund-raising campaigns by parishes or parish
schools would not be allowed during the campaign.
Exceptions may be granted for emergency situations. All requests for exceptions will be
reviewed and recommended to the Cardinal by the Pastors’ Advisory Committee.
2. Campaign Sharing Formula – The sharing formula will be 60/40. Sixty per cent will
go to parishes to support the priorities/projects as determined by parish leaders. Forty per
cent will be retained by the Archdiocese for the school and religious education priorities
as outlined in the Case for Support.
3. Parish Benchmarks – Each parish will have a benchmark based on the annual offertory,
Holy Day collections, Christmas and Easter. The basis or income baseline for setting the
benchmark will be the totals from the year preceding the parish’s campaign. The
benchmark will be 1.3 times the annual offertory and Holy Day Collections.
4. Annual Catholic Appeal

In-Pew Component of ACA: During the first year that a parish conducts the Capital
Campaign (active solicitation phase), participation in the in-pew Annual Catholic Appeal
will be waived for that parish. The parish will be released from conducting the normal 3weekend activities surrounding the ACA. Normal ACA in-pew activities will resume in
the parish in subsequent years.

Direct Mail/Telemarketing Component: During the initial year, Annual Catholic
Appeal direct mail and telemarketing will be postponed until after the active solicitation
phase of the Capital Campaign allowing time for all capital campaign pledges to be
acquired.
At that time, the ACA direct mail will resume as follows. To remind everyone that the
Appeal is still active, but also be cognizant of parishioners’ participation the Capital
Campaign, the mailing will be segmented into two groups.
A.) All parishioners who have made a pledge to the capital campaign will receive a
letter from the Cardinal thanking them again for their pledge to the campaign and asking
consideration of an Appeal gift because the needs of the Archdiocese supported by the
Appeal continue during the time of the campaign. As such, the Cardinal will ask for
continued financial support of the Appeal, if their means allow. There will be no further
ACA solicitation of this group. (LCS is included.)
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B.) All parishioners who have not made a pledge to the capital campaign will receive
the normal ACA letter from the Cardinal, as well as the usual ACA telephone and direct
mail follow up. (LCS is included)
Lumen Cordium Society (LCS): It is critical to future Archdiocesan fundraising
efforts that LCS maintains its continuity and esprit de corps throughout the Capital
Campaign. To that end, all usual LCS events will continue.
5. Restrictions/guidelines on Parish Cases - Each parish is strongly encouraged to raise
funds for school or religious education initiatives in keeping with the main thrust of the
Campaign, To Teach Who Christ Is. However, teaching the faith certainly requires good
facilities and other essential priorities. It is important that a parish spends its collected
funds in keeping with its needs outlined in its Case Statement so as to honor its donors.
6. Parish Case Approval – There will not be a parish case approval process. Each parish
will be given a report form to record their case priorities which they will send to the
Archdiocese. Parishes will be expected to comply with all current archdiocesan policies
and procedures for obtaining necessary authorization for projects.
7. Parish Transformation and To Teach Who Christ Is – With the guidance of the
Archdiocesan staff and O’Meara Ferguson each parish will determine the timing of its
campaign relative to its participation in Parish Transformation. There may be occasions
when it is advantageous to conduct the campaign prior to Parish Transformation and
there may be occasions when it is advantageous to conduct Parish Transformation prior
to the campaign. No specific policy will be set with regard to the timing and sequence of
the campaign and Parish Transformation. (Already completed.)
8. Penalty for not reaching Benchmark – There will not be a penalty if a parish does not
reach its benchmark as long as a parish makes a sincere effort to participate in this
campaign.
9. When Sharing begins – Sharing of funds will begin with the first dollar that is received.
10. Timing of Parish Participation – A letter will go out from the Office of Stewardship
and Development to each parish asking the parish to indicate the wave in which they
prefer to participate. Participation is determined on a first response basis. (Already
completed.)
11. Campaign Expenses – The Archdiocese will contract for printing and promotional
materials, professional counsel and other necessary expenses. These primary expenses
will be paid from the archdiocesan portion set aside for campaign expenses.
The Parish will be responsible for any campaign expenses it deems necessary for its
individual needs and not provided by the Archdiocese such as: additional print and
promotional material, parish video/dvd, parish travel, parish personnel, postage, parish
meetings and events, and other direct parish costs.
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12. Remittance and Crediting of Pledge Gifts – All pledge payments will be remitted to the
Archdiocese. The system currently used for the Annual Catholic Appeal will be in place
for To Teach Who Christ Is. Any campaign contributions made directly to the parish
should be forwarded to the Archdiocese according to instructions that will be provided by
the Archdiocese. A monthly report will be available by the 20th of each month.
If a donor changes parish membership after a pledge is made and before the pledge is
fulfilled, the pledge balance will remain credited to the original parish unless otherwise
requested by the donor.
If a donor is not registered with a parish, and absent of other instruction from the donor,
the gift will be solely allocated to archdiocesan initiatives.
13. Major Gifts Allocation – Major Gifts will be designated according to the wishes of the
donor. Absent special donor instruction of designation, all gifts from parishioners are
subject to the 60/40 sharing formula.
14. Campaign Funds Disbursements to Parishes – Campaign pledges will be shared from
the first dollar that is raised. As pledges are fulfilled funds will be available for
disbursement to parishes after 60 days. Parishes will complete a request form to receive
funds.
15. Policy Appeals and Exemptions – It is expected that all parishes will participate in the
campaign according to the policies and guidelines set forth. Special needs consideration
may be granted only in extreme circumstances where either the timing of the campaign or
the amount of need funds is: 1) vital to the fulfillment of the critical ministries of the
parish or 2) cannot be achieved with the scope of this campaign or otherwise.
The Pastors’ Advisory Committee will review the proposal and make a recommendation
to the Cardinal and Executive Campaign Committee who will respond in writing.
If a parish wishes to apply for an exemption it must contact the chair of the Pastor
Advisory Committee in writing with a detailed explanation of the nature and rationale for
the proposed exception.
16. Over Benchmark Sharing – Every pastor and parish will be asked to prayerfully
consider over benchmark sharing. This may include a sharing partner or any urgent need
that is present in another parish or school. It is recommended though not required that
over benchmark sharing be directed toward school and/or faith formation needs. The
Pastors’ Advisory Committee will oversee the implementation of this parish sharing by
reviewing parish cases, conferring with parish campaign consultants, and making
recommendations to the Steering Committee.
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17. Cap on Sharing – The cap on sharing for each parish will be its benchmark. All funds
that exceed the benchmark will go to the parish for its campaign priorities. See #16 for
over benchmark sharing recommendations.
18. Pledge Period and Special Gifts – Parishioners will be asked to make a pledge to be
paid over a three-year period. (In certain instances, special arrangements may be made if
a donor desires more time.) Donors will have the option of making pledge payments,
monthly, quarterly, semi-annually or annually. They will also be afforded various
methods of giving which may include automatic bank transfers, credit card gifts, online
giving, or donations from stock or other assets.
Gifts of appreciated property such as stock or real estate will be accepted and sold
according to existing archdiocesan guidelines and counted toward the campaign goal
based on the campaign sharing formula. Deferred gifts (e.g. wills and bequests) will also
be accepted.
19. Caps or Limits on amounts allocated to any one archdiocesan initiative – Monies
other than designated funds will be allocated proportionately between archdiocesan
priorities. Should funding for all priorities be met the allocation will continue.
20. Giving Level for Naming Opportunities – Parishes will determine their own naming
programs for their parish campaign. The Recognition Committee has recommended that
a gift should be a minimum of $100,000 to qualify for a naming opportunity. Naming
opportunities for Archdiocesan initiatives will require a minimum gift of $1,000,000. A
naming opportunities guide will be available from your consultant.
21. Scholarship Trust Fund – The scholarship program is intended to serve children with
demonstrated financial need who desire to attend schools that are not able to provide their
own scholarship support for families.
The scholarship fund will be managed by the Trust Board. Families will be requested to
follow a standard application process. Local principals and pastors will have input into
each family’s application. Children will be awarded scholarships based on demonstrated
financial need, but they and their families must also meet standards regarding student
behavior and participation in the life of the parish and school.
All families from qualifying schools will be able to apply. Schools can qualify if they
meet certain income thresholds (i.e., middle income and lower) and if they agree up-front
to certain conditions related to financial transparency and best practice financial
management. Our intent is for the majority of our schools to be able to qualify for the
scholarship program.
22. Gifts of Real Property – Gifts of real property are held by the donor until the
Archdiocese or Scholarship Trust Fund finds a seller and a sale is imminent. The donor
shall then transfer ownership to the Archdiocese or the Scholarship Trust Fund, which
shall sell the property immediately.
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23. Allocation of Major Gifts:

All allocations are based on funds received, not pledged.

All parish campaign gifts will be split 60% parish/40% AOC unless otherwise
specified by the donor. When a parish exceeds the AOC goal, all additional funds are
credited 100% to the parish.

Before a parish can be considered to be “over goal,” the parish must have met the
40% goal toward the AOC. (See last example below).

Donor-designated gifts to the parish that come solely through AOC major gifts effort
will be attributed in full to the parish (i.e., not split 60/40).

Parishes will also receive credit form donor-designated gifts to the AOC that come
solely through the AOC major gifts effort. The parish credit will be attributed to the
portion of the 40% share that goes to the AOC, up to a limit of 10% per gift of the
parish’s AOC goal.

Major Donor gifts that are cultivated and solicited by the parish will be distributed
according to the 60/40 formula, unless otherwise specified by the donor.
Examples:
Example parish:
Total parish goal: $2,000,000
Parish Portion (60%): $1,200,000
AOC goal (40%): $800,000
Example situations:

A parishioner contributes $500,000 to the parish campaign.
o The parish would retain $300,000 (60%).
o The AOC portion of the gift would be $200,000 (40%).

A donor solicited by the AOC major gift campaign contributes $1,000,000 in total, of
which $900,000 is designated to the AOC initiatives and $100,000 is designated to
the parish.
o The parish retains the full $100,000 designated to the parish (no 60/40 split based
on donor intent).
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o The parish also receives credit towards its AOC goal of $80,000 (max 10% credit
limit towards AOC goal form any one gift).

A donor solicited by the major gift campaign contributes $750,000, of which
$150,000 is designated to the AOC initiatives and $600,000 is designated to the
parish.
o The parish retains the full $600,000 designated by the donor to the parish.
o The parish receives credit toward the AOC goal of $80,000.

A donor solicited by the AOC major gift campaign contributes $100,000, of which
$60,000 is designated to the AOC initiatives and $40,000 is designated to the parish.
o The parish retains the full $40,000 designated by the donor to the parish.
o The parish received credit toward the AOC goal of $60,000.

The parish raises $2,500,000 thus placing it “above goal,” but $1,500,000 is
designated specifically to the parish by donors.
o The $1,500,000 is retained at the parish, per donor intent.
o Of the $1,000,000 of non- designated funds raised, $800,000 would be allocated
to the AOC to meet the AOC goal.

The parish raises $3,500,000 overall, above total goal, but $1,000,000 is designated
specifically to the parish by donors.
o The $1,000,000 is retained at the parish, per donor intent.
o The $2,500,000 of non-designated funds would be split 60/40 until the AOC goal
of $800,000 is reached. The parish would retain the remaining $1,700,000.
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