SECTION 5 PARISH RETURN PROCEDURES

Transcription

1 SECTION 5 PARISH RETURN PROCEDURES

2 Catholic Charities of Buffalo PARISH RETURN PROCEDURE INSTRUCTIONS Examine the donor cards. If the card does not have a valid scanline, separate and go to step 1. (Red Envelope) If the card DOES have valid scanline with no payment, go to step 2. (Blue Envelope) If the card DOES have valid scanline with cash as payment, go to step 3. (Green Envelope) If the card DOES have valid scanline with a check or charge as payment go to step 4. (Black Envelope) Step 1. Use the Red Envelope for Gift/Pledge donations with NO SCANLINE. Regardless of donation type: Pledge Only, Cash, Check or Charge. Fill in the Parish Name and Parish Code # at the top of the envelope. List the Donor Name List the Total Gift/Pledge, Enclosed Today and Balance Due amounts. Organize and match all payments with their donation card. Rubber band and place in Red Envelope. Note: Card may be a blank donor card that you have added parish name and city or parish number and donor name and address. Step 2. Use the Blue Envelope for all Gift/Pledge donations that contain NO Payment, Pledge Only. Fill in the Parish Name and Parish Code # at the top of the envelope. List the Donor Name List the Total Gift/Pledge for each pledge card enclosed. Organize the cards, clip together and place in Blue Envelope. Step 3. Use the Green Envelope for CASH only Gift/Pledge donations. Fill in the Parish Name and Parish Code # at the top of the envelope. List the Donor Name List the Total Gift/Pledge, Enclosed Today and Balance Due amounts. Organize the cards and Cash into 2 groups. o Assemble all the cash in one group, secure with rubber band. o Assemble all the donor cards, secure with rubber band. Place both groups into the Green envelope. 34

3 2015 Appeal Step 4. Use the Black Envelope for CHECK and CHARGE Gift/Pledge donations. Fill in the Parish Name and Parish Code # at the top of the envelope. List the Donor Name. List the Total Gift/Pledge, Enclosed Today and Balance Due amounts. Organize the cards into 2 groups. o All credit card payments are placed on the top. o All Check payments are to be matched with their donor card. **Note Place the donor card first with matching check underneath each donor card. o Rubber band the group and place in Black Envelope. Note: Charge donations should be signed by the Donor. Audit best practices require that two people be available to process gift returns. Both should sign and date parish return envelopes after they are sealed. Return your envelopes to Catholic Charities at: Appeal Department 741 Delaware Ave. Buffalo, NY Call ext (Cindy) or ext (Fred) with any questions. Thank you! 35

4 Catholic Charities of Buffalo 7863 Catholic Charities Red.pdf 1 11/17/2013 8:16:12 AM MANUAL PROCESSING ENVELOPE FORM (RED ENVELOPE) Amount Due 36

5 2015 Appeal NO PAYMENT ENVELOPE FORM (BLUE ENVELOPE) CATHOLIC CHARITIES APPEAL Pledge Only - (no cash) [unique envelope #] Parish Name: Parish #: Card Donor Name Total Pledge Total: Signature of Parish Volunteer 1: Signature of Parish Volunteer 2: Signature Catholic Charities Staff: Office Use Only: Adj. (+/-) Batch # Parish tracker entry: Tracker adj. Commit Date Entered by 37

6 Catholic Charities of Buffalo PAYMENT (CHECK/CHARGE ONLY) ENVELOPE FORM (BLACK ENVELOPE) CATHOLIC CHARITIES APPEAL Check / Charge Only Parish Name: Parish #: Card Donor Name Totals: Total Total Gift Gift/Pledge Enclosed Today Amount Due Signature of Parish Volunteer 1: Signature of Parish Volunteer 2: Signature Catholic Charities Staff: Of ice Use Only: Adjustment (+/ ) Lockbox: Parish tracker entry: Tracker adj: Bank: Deposit prepared by: Dep date: Manual: 7863 Catholic Charities Env.indd 1 11/14/2013 7:39:45 PM 38

7 2015 Appeal PAYMENT (CASH ONLY) ENVELOPE FORM (GREEN ENVELOPE) CATHOLIC CHARITIES APPEAL Cash Only Parish Name: Parish #: Card Donor Name Totals: Total Gift/Pledge Enclosed Today Amount Due Signature of Parish Volunteer 1: Signature of Parish Volunteer 2: Signature Catholic Charities Staff: Of ice Use Only: Adjustment (+/ ) Lockbox: Parish tracker entry: Tracker adj: Bank: Deposit prepared by: Dep date: Manual: 7863 Catholic Charities Env.indd 2 12/11/2013 7:11:51 PM 39

8 Catholic Charities of Buffalo NOTES: 40

9 SECTION 6 OTHER INFORMATION

10 Catholic Charities of Buffalo OTHER GIFT FORMS AND PROGRAMS GIFTS OF APPRECIATED STOCK/MUTUAL FUNDS Giving appreciated stock or mutual funds can be an especially advantageous way of supporting Catholic Charities of Buffalo. The benefits can be: The full value of your gift goes to helping those in need. You are entitled to an income tax deduction equal to the full market value of the securities. (Please check with your tax advisor first.) You may avoid capital gains tax. Donating securities is easy. Methods for donating stock or mutual funds to Catholic Charities: 1. Paperless transfer to Catholic Charities brokerage account (preferred method). 2. Mail stock certificates to Catholic Charities of Buffalo. 3. Hand deliver stock certificates. Hand Delivery of Stock Certificates If you hand deliver certificates to Catholic Charities, please do not sign the reverse side of the certificate. A separate Stock Power should be signed instead. It is important that your signature be authenticated by an organization such as your bank or brokerage house that has the ability to guarantee your signature. Caution should be taken as to personal delivery. The date of delivery becomes the effective date of the gift. Please deliver stock gifts by hand to Cindy Scibetta. (Please see below) Mail Stock Certificates to Catholic Charities When using this method of delivery please do not sign the reverse side of the certificate. A separate Stock Power must be signed instead. The Stock Power must be signature guaranteed. Your signature should be authenticated by an organization such as your bank or brokerage house that has the ability to guarantee the signature. You should also send the signature guarantee under separate cover to Catholic Charities. Sending stock and the signature guarantee in the same envelope could pose a serious risk if lost. Please mail paperwork to Cindy Scibetta at the address below. Paperless Transfer to Catholic Charities Brokerage Account This is the simplest way to make a gift of securities. Simply instruct your broker to transfer specified shares from your account to a Catholic Charities account. It is important that your broker not sell the stock while it is still in your account. This would cause a capital gains tax liability. It should not be sold until it is transferred to the Catholic Charities account. Please contact Cindy Scibetta by phone or (see below). Contact Information Cindy Scibetta Appeal Operations Supervisor Catholic Charities of Buffalo 741 Delaware Ave. Buffalo, N.Y (716) x2092 cindy.scibetta@ccwny.org

11 2015 Appeal MATCHING GIFTS Many local and national firms have a matching gift program in which they will match the employee s gift up to a certain amount. This is a great way to maximize a donor s gift. Parishioners can be reminded in your publicity for the Appeal to check with their Human Resources Department as to whether they provide matching gifts and for the appropriate form. Donors should be aware that employers remit their portion when the employee s portion is paid in full. Some corporations that match gifts to Catholic Charities of Buffalo include (not a complete list!): Allstate, ALTRIA, Ashley Furniture, AT&T, AXA Foundation, Bank of America, BP America, Brinks, Bristol-Meyers Squibb Co., Chubb Co., Citigroup, CAN, Deloitte & Touche, El Paso Corp., Exxon/Mobil, Gannett, Gillette Co., Home Depot, HSBC, IBM, ITW, John Hancock, Johnson & Johnson, Key Bank, Mass Mutual, Mattel, McGraw-Hill, Merck, Microsoft Corp., National Fuel, National Grid, Nestle, Pfizer, Pitney Bowes, Prudential Insurance, Saint Gobain Corp., Tops, UBS Financial Services, UPS, Verizon, Wachovia, Washington Group. VEHICLE DONATIONS To donate your car, truck, trailer, boat, RV, motorcycle, off-road vehicle, heavy equipment or airplane, please visit: or call A Thank You tax letter will be sent to the donor once the transaction is completed. 43

12 Catholic Charities of Buffalo PLANNED GIFTS BEQUESTS BY WILL Making a bequest is as easy as inserting a simple sentence in your will: I [name], of [city,state, zip], give, devise and bequeath to Catholic Charities of Buffalo, NY [written amount or percentage of the estate or description of the property] for its unrestricted use and purpose. Please let us know of your intent and if you are comfortable with having your name published so others may be more inclined to do the same. BENEFICIARY DESIGNATIONS Continue supporting our work even after your lifetime by naming us as a beneficiary of your retirement plan, life insurance or insurance annuity assets. CHARITABLE GIFT ANNUITIES Through a simple contract, you agree to make a donation of cash, stocks or other assets to Catholic Charities of Buffalo. In return, you receive (and someone else, if you choose) a fixed amount each year for the rest of your life. go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members down the line (typically children and grandchildren) at a minimal cost. GIVE YOUR HOME, BUT LIVE THERE FOR LIFE Your home can become a valued gift to us, even while you are still living in it and even if you want your spouse or another person to live there for life. For more information on Planned Giving, please contact Richard Suchan at or check out our website at CHARITABLE REMAINDER TRUSTS With a charitable remainder trust, you can receive income each year for the rest of your life from assets you give to the trust you create. Your income can be either variable or a fixed amount. After your lifetime, the balance in the trust goes to Catholic Charities of Buffalo, NY. CHARITABLE LEAD TRUSTS Make a donation now while reducing the tax burden for your heirs in the future. You give assets to a trust that pays Catholic Charities of Buffalo, NY an income for a number of years, which you choose. The longer the length of time, the better the gift tax savings for you. When the term is up, the remaining trust assets 44

13 2015 Appeal MAJOR GIFT PROGRAMS MONSIGNOR HENRY J. GUGINO SOCIETY Established in 2014, the Msgr. Henry J. Gugino Society recognizes the long-time commitment and contributions of Monsignor Henry J. Gugino, whose tenure with Catholic Charities totaled more than 25 years. The Buffalo native was associate director of Catholic Charities for nearly 20 years and he served as director from 1995 to Donor levels recognize Appeal contributions of $20,000 and above. Benefits of Msgr. Gugino Society Membership: Intimate gathering hosted by Bishop Malone at his residence. Individual or organization name listed in a Western New York Catholic advertisement. and the Catholic Charities Annual Report. Organization name listed prominently in a Business First advertisement. Updates on programs and services of Catholic Charities via mail and e-newsletters. MONSIGNOR JOHN J. CONNIFF SOCIETY Established in 2006, the Msgr. John J. Conniff Society is a tribute to the legacy and dedication to Catholic Charities by the visionary priest and Buffalo native, Monsignor John J. Conniff, who led Catholic Charities for an unmatched 30-year tenure as director ( ). Donor levels recognize Appeal contributions of $5,000 and above for individuals and $10,000 and above for Corporate Gifts, as well as Past Appeal General Chairs in appreciation of the time, talent and leadership given through the years. Benefits of Conniff Society Membership: Certificate of Recognition and membership reception hosted by Bishop Malone at his residence. Individual or organization name listed in a Western New York Catholic. advertisement and the Catholic Charities Annual Report. Organization name listed prominently in a Business First advertisement. Updates on programs and services of Catholic Charities via mail and e-newsletters. COMMITMENT TO HOPE SOCIETY Established in 2011, the Commitment to Hope Society represents a select group of donors who wish to express their long-term support of the comprehensive care Catholic Charities offers to protect, strengthen and empower children, families and seniors in our community. Members make a three- to five-year pledge to the Catholic Charities Appeal of $1,000 or more that increases over time. Benefits of Commitment to Hope Society Membership: Thanksgiving Mass and reception hosted by Bishop Malone. Individual or organization name listed in a Western New York Catholic. advertisement and the Catholic Charities Annual Report. Updates on programs and services of Catholic Charities via mail and e-newsletters. Educational programming opportunities. 45

14 Catholic Charities of Buffalo MAJOR GIFT PROGRAMS (CONTINUED) LEADERSHIP SOCIETY The Appeal Cabinet formulated this new category of donors for the 2013 Appeal. The Leadership Society is comprised of donors who give $1,000 or more to the Appeal. Donors of $1,000 or more represent 1% of the donors who give 38% of the Appeal total. Benefits of Leadership Society Membership: Thanksgiving Mass and reception hosted by Bishop Malone. Updates on programs and services of Catholic Charities via mail and e-newsletters. Educational programming opportunities. 46

15 2015 Appeal A CASE FOR SUPPORT Catholic Charities is the most comprehensive human service provider serving all of Western New York. We offer hope and a fresh start to people in need. Catholic Charities provides assistance through 70 programs at 61 professionally staffed locations to more than 142,000 people of all ages. APPEAL GOAL - $10.9 MILLION SERVICES OF CATHOLIC CHARITIES GOAL - $6,431,000 CHILDREN AND FAMILIES Support in times of need and vulnerability in family, school and community environments. Assist with counseling, mental health services, foster care and adoption, kinship caregiver assistance, visitation, preventive programs, and immigration and refugee assistance programs. YOUTH Counseling programs, mental health services, foster care, GED education and job readiness skills, family focused therapy for at-risk teens, and a year-long community service opportunity for college graduates. ADULTS Counseling, including marriage counseling, and mental health services, as well as treatment for alcohol and drug addiction, and mental health services for those who are homebound. Program for domestic violence offenders, and counseling and therapeutic programs for domestic violence victims. Parent education programs for young parents, those with young children, and an awareness program about the impact on children for separated and divorced parents. SENIORS Offers a social day program in Buffalo to adult and seniors who are chronically ill alleviating caregiver burden; Foster Grandparent program providing stipend and multi-generational interaction for low-income seniors; care coordination program for older adults with a mental illness diagnosis, and in some counties outreach or home visitation and telephone calls to those who are homebound. BASIC ASSISTANCE Assessment, evaluation and assistance on an emergency basis, including help with food, prescriptions, housing or heat and dignity packages of hygiene items; food and nutrition assistance through the Women Infants and Children (WIC) program; food pantries serving three areas of Buffalo, Lackawanna and Wellsville in Allegany County, and thrift shop and other basic assistance programs for those re-establishing a household, needing newborn items and a Christmas toy program for families in need. PARISH OUTREACH AND ADVOCACY Supports parishes with parish outreach development and advocacy information, offers the Catholic Guild for the Blind, and operates Catholic Charities five food pantries. BISHOP S FUND FOR THE FAITH GOAL - $4,469,000 Supports many ministries of the Diocese of Buffalo including: assisting families with a compassionate pastoral presence responding to the needs of the engaged, married, family and those in need of healing through diocesan programs and parish-based specific support and peer ministry 47

16 Catholic Charities of Buffalo A CASE FOR SUPPORT (CONTINUED) attending to those receiving hospital care and those who are deaf supporting urban outreach ministries providing support for other program areas including cultural diversity, campus ministry, lay adult and youth leadership development, Interfaith Network of Religious Communities and the Peace and Justice Commission. 48