Institute for School and Parish Development (ISPD) Discovery Form

ISPD recommends that the Discovery Form be filled in by the leadership of the school and/or parish (i.e., pastor, principal, president, development director, business manager, parish council member, finance council member, school board member, etc.). This information will be valuable in order to determine the best guidance the Institute for School and Parish Development (ISPD) can suggest.

*If there is a question or section that does not apply to you, please indicate NA (Not applicable).

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* 1. Please select:

Parish Only

High School

Parish/Elementary School

Regional School

Other (please specify)

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* 2. Please provide the following:

Name of Catholic Institution

Year School was Founded

Year Parish was Founded

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* 3. Please provide the following contact information for your Catholic Institution:

Address

City/Town

State/Province

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* 9. Understanding of Catholic Development/Advancement/Stewardship/Marketing: (Please rate 1–5: 5=Highly Successful; 4=Successful; 3=Somewhat Successful; 2=Barely Successful; 1=Not Successful)

	Understanding Level
Pastor	Pastor Understanding Level menu
Principal	Principal Understanding Level menu
Finance Committee	Finance Committee Understanding Level menu
Faculty/Staff	Faculty/Staff Understanding Level menu
Parish Council	Parish Council Understanding Level menu
Ministry Leaders	Ministry Leaders Understanding Level menu
Parent Leaders	Parent Leaders Understanding Level menu
Alumni Leaders	Alumni Leaders Understanding Level menu

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* 10. Number of students (2020-21):

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* 11. Number of parish families (2020-21):

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* 12. Please check the items here that you successfully have in operation in 2020-21

Development/Advancement/Stewardship office

Excellent lay leadership

Mission Statement

Vision Statement

Up-to-date database

Newsletter (hard copy and/or electronic) to all constituents

A Core Team to support the Development/Stewardship efforts

Clear brand

Promotional information on the school and/or parish

Welcome packet for the parish

Social media presence (Facebook, Twitter, Instagram, etc.)

Strategic Growth Plan for the School

Long-Range Pastoral Plan for the Parish

Written Plan for the Development/Advancement Efforts

Master Plan for Fund-Raising

Successful Annual Giving Fund

Fund-Raising events that do not "nickel and dime"

Total Stewardship Process

Endowment

Planned/Deferred Giving Program

Memorial Gift Program

Major Gift Process with a minimum of 25 one-on-one visits per year

Excellent development volunteers

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* 13. Please list the five main development/stewardship challenges that you face in 2021.

Issue/Challenge #1

Issue/Challenge #2

Issue/Challenge #3

Issue/Challenge #4

Issue/Challenge #5

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* 14. Regarding your development/advancement/stewardship, enrollment management, communication, and/or planning efforts, what do you believe you need to work on the most?

Institute for School and Parish Development (ISPD) Discovery Form

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* 1. Please select:

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* 2. Please provide the following:

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* 3. Please provide the following contact information for your Catholic Institution:

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* 4. Pastor:

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* 5. Principal:

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* 6. President:

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* 7. Dev/Adv/Stewardship Director

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* 8. If no development/advancement/stewardship director, who is responsible for development/advancement/stewardship?

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* 9. Understanding of Catholic Development/Advancement/Stewardship/Marketing: (Please rate 1–5: 5=Highly Successful; 4=Successful; 3=Somewhat Successful; 2=Barely Successful; 1=Not Successful)

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* 10. Number of students (2020-21):

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* 11. Number of parish families (2020-21):

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* 12. Please check the items here that you successfully have in operation in 2020-21

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* 13. Please list the five main development/stewardship challenges that you face in 2021.

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* 14. Regarding your development/advancement/stewardship, enrollment management, communication, and/or planning efforts, what do you believe you need to work on the most?

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* 15. How have you adjusted and prevailed in the midst of this pandemic?:

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* 16. Do you have any questions to ask of ISPD?

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* 17. Additional Comments