ST. MARY OF MENOMONEE FALLS - FUNDRAISING POLICY
The St. Mary, Menomonee Falls Parish community (Parish) is committed to a stewardship way of living. We give our Time, Talent, and Treasure for the betterment of the Parish out of gratitude to God. As such, we seek to live in a responsible manner within our means.
The policy and related approvals should:
• Encourage long range planning for all ministries
• Ensure that the purpose and outcome of fundraisers are transparent
• Promote an organized fundraising environment
• Coordinate fundraising events with the Liturgical Year
• Ensure Sacrificial Giving is the primary source of income for all operating groups • Promote fewer, more successful fundraisers
WHY WE NEED A FUNDRAISING POLICY
The Parish operating groups and ministries each host numerous activities, events, and fundraisers that are critical to supporting our collective Parish mission. Conflicts in scheduling, the sheer number of events, and the over-solicitation of parishioners required the change to a formal written policy. This policy defines the procedures and acceptable boundaries of fundraising within our Parish community. It is important that church leaders are aware of when, how often, and for what purposes our members are asked for donations. Therefore, it is essential that the Parish pre-approves activities and maintains a calendar of activity from all operating groups that solicit funds or goods from the Parish. The Sunday collection and annual Parish commitments, along with tuition payments, are the primary source of income for the operating groups. Certain major fundraisers are built into the Parish budget. Beyond these, additional requests for money or goods are often proposed by individual ministries. While activities are conducted with the best of intentions, we do not want to ask our Parish family for funds excessively or too frequently.
PURPOSE OF POLICY
A. Ensure a consistent and fair procedure for approving all fundraising activities, both existing events and new.
B. Eliminate conflicting events by coordinating a Parish fundraising calendar which will ensure that all fundraising activities are carried out in a positive manner and are beneficial to the Parish.
DEFINITIONS OF FUNDRAISER
A fundraiser is defined as any effort to sell a product, provide a service or solicit donations of cash or in-kind donations on behalf of the Parish. Fundraising events include those that take place at church, school or parish facilities, or at any off-site location where the purpose is to obtain additional funding for the Parish.
Definitions - distinguish between collections, fundraisers, and appeals.
A. Collections are gathering of material goods for some group or cause. Collections will be defined as:
a. Low Key Collections, example: Food Pantry Closet
b. Periodic Charitable Collections not involving cash donation, example: Thanksgiving food drive.
B. Fundraisers are the seeking of money either by sale or by donation or seeking monetary donations via gift cards. examples: CF Stock sale, Magazine Sale or Giving Tree
C. Appeals are monetary requests, usually organized annually by the Parish or School Administration or the Archdiocese. Appeals are usually done by direct mail.
NORMS AND POLICY GUIDELINES
A. A combined Parish fundraising calendar is maintained and updated by the chairpersons of: Athletics, Christian Formation, Human Concerns, School Committee and Stewardship. All fundraisers and collections of goods are represented on the calendar. Ministries for which parishioners are donating goods and the parishioners have specifically registered for that Ministry (example: St. Ben’s Meal Program), will be listed in a separate section of the Parish fundraising calendar.
B. Fundraising and collections at church entrances will be carefully managed. Typically, only one fundraiser will be allowed at the church entrance; exceptions may be granted but should not be expected.
C. Ensure that all receipts are handled and accounted for in accordance with the internal financial controls according to the Archdiocese of Milwaukee.
a. Cash should always be kept secure and volunteers should avoid being alone with cash.
b. Tamper proof bags, available at the Parish office, should be used for all proceeds from a fundraiser and money should be brought to the Parish office as soon as possible so that it can be secured in the fireproof safe. .
c. Thursday counters will follow the Archdiocese financial control procedures for preparing fundraising deposits.
D. Overlapping fundraising by various organizations or groups is discouraged. Parish review of fundraiser requests may provide feedback to the requesting committee with suggested modifications to target timing to avoid overlap.
E. Sales of items that are traditionally identified with a certain non-Parish organization are allowed only with prior Parish approval. example: Knights of Columbus or Scouts
F. Collections of items are allowed.
a. Low key collections of items will not be “counted” as one of the fundraisers at the church entrances. example: Food Pantry donation closet
b. Multiple collections of items on the same date are to be avoided and requests may be denied due to conflicting dates.
c. Bins for depositing collected items must be clearly and neatly marked by the sponsoring organization. Bins must be monitored and emptied on a regular basis.
d. The Ministry Room is not to be used as a collection site.
G. Fundraisers will be limited during the weeks before and after Christmas. Fundraisers will not be permitted during Holy Week or on Holy Days.
H. A Request Form (available on the Parish website or by calling the office) must be completed and submitted to the Parish Office for review by May 15th for approval of all
fundraisers, collections or appeals scheduled for the following Fiscal Year (FY). Requests for additional, unplanned fundraisers, or fundraisers requiring early approval, may be submitted throughout the year, allowing four weeks for approval.
I. All fundraising opportunities must be approved annually, with the exception of: Christian Formation Stock Sale, Human Concerns Christmas in July, Human Concerns Giving Tree, Palm Sunday Pancake Breakfast, Parish Feastable, alternating years Parish Bowl-a-thon/Parish Auction, School Fun Fair, School Scholastic Book Fair(s), School Golf Outing, School Calendar Raffle, School Big Cash Raffle, Parish and School Annual Appeals.
a. Any additional fundraising component beyond ticket sales requires Parish approval. example: a raffle or silent auction at an event
b. To prevent conflicting fundraisers or collections, chairpersons for the standing major events identified above should submit request forms to the Parish Office no later than May 15 to appropriately calendar these events for the following FY and avoid scheduling of conflicting event(s).
J. All income and expenses are to be reported following the event to the Parish Director of Administrative Service in a timely manner, 30 days recommended, and net proceeds will be reported annually at end of the fiscal year by the Finance Council.
K. The full range of fundraising events must adhere to all Federal Government, State of Wisconsin and Village of Menomonee Falls regulations and licensing requirements, such as gaming, capital prizes or alcohol. Note: raffles are gambling and are regulated. Any alcohol sale or distribution is regulated by the State of Wisconsin.
L. All fundraisers are to be conducted in such a manner as to include confidentiality and where necessary meet the requirements under the IRS code for charitable contributions.
PROCEDURES TO SEEK PERMISSION FOR A NEW FUNDRAISER.
A. The party interested in getting permission for a fundraiser, collection of goods or Parish wide community building event must submit a request form to the Parish office. Forms available on the website.
B. Parish office staff will circulate the request to the appropriate staff and the Stewardship Committee for advisory review. The Pastor will make all final decisions on the fundraisers, Parish wide collections, appeals and community building events. The Pastor may approve, approve with limitations, or deny the request. The Pastor, or the Director of Administrative Services on the Pastor’s behalf, will send notices prior to the start of the fiscal year.
“What we have in the way of possessions, resources, and abilities have been
entrusted to us by God. We are called to act as stewards of God’s kingdom”
- Genesis 1:26