15. CREDITING OF GIFTS TO THE CAMPAIGN
a.) All gifts and pledges made to the Archdiocese of Oklahoma City from July 1, 2017 through December 31, 2024 in support of the elements of the published case statement will be counted toward the campaign goal.
b.) All gifts will be processed by the Office of Stewardship and Development.
c.) Any gift made directly to the Archdiocese of Oklahoma City for the funding of a project or ministry not included in the case statement will not be credited to the campaign.
d.) Unrestricted gifts made directly to the Archdiocese of Oklahoma City and unrelated to the campaign efforts may be credited to the campaign by Archbishop Coakley.
e.) Individuals may receive campaign credit for confirmed outright bequest provisions or life insurance policies as recommended by the crediting policies if the intention of the donor is to fund a specific element of the case statement.
f.) Gifts of paid-up life insurance policies should receive campaign credit for the cash value of the policy.
g.) Irrevocable life income gifts (unitrusts, annuity trusts, and gift annuities) made during the campaign will receive full campaign credit.
h.) All annual payments of a charitable lead trust made during the campaign period will receive campaign credit.
i.) Donors of real estate* and personal property (such as paintings, antiques, sculptures, etc.) should be credited at the appraised value of the gift at the time it is made, provided there is no restriction on their sale. The archdiocese and parish will be credited with the net of the sales price divided per the campaign gift sharing policy, minus any brokerage fees. (*Please note: acceptance of gifts of real estate is subject to the policies established by the Archdiocese of Oklahoma City.)
j.) The archdiocese will not accept gifts in the form of timeshares.
16. CORPORATE GIFTS, MATCHING GIFTS, GIFTS OF SECURITIES AND GIFT CREDITING
a.) Matching gifts from corporations or individuals will be encouraged. To receive corporate matching gifts, specific areas of the case statement can be designated.
b.) A parish wishing to solicit a corporate gift should first contact the Campaign Office before contacting a corporate representative to prevent duplicate solicitations and address gift credit concerns.
c.) The Campaign Office will work with the parish to determine the solicitation team to maximize the corporate gift.
d.) Donors of securities (stocks) will receive credit for their gift based on the average of the high and low value of the shares on the day the shares are received by the archdiocese. It is the policy of the Archdiocese of Oklahoma City to liquidate gifts of shares as soon as possible.
17. PLEDGE COLLECTION, REMINDERS AND REMITTANCES
a.) After the initial solicitation and collection of pledge forms at the parish level, the archdiocese will administer pledge follow-up centrally. Donors will be given the option of making payments annually, quarterly or monthly. Parishes will receive regular reports documenting the status of their donors’ accounts.
b.) Pledges are not interchangeable between parishes.
18. GIFT ACKNOWLEDGMENT
a.) Gifts and pledges must be documented in writing to be counted in the campaign. The archdiocese will acknowledge all gifts and pledges, and provide tax receipts.
b.) Parishes conducting combined campaigns will have the option for parish or archdiocesan processing of campaign pledges.
c.) Parishes should also thank their parishioners who make campaign gifts.
d.) The collection of pledges will be the responsibility of the archdiocese. The Priests Advisory Committee will be asked to review reports on pledge processing and redemption during the redemption cycle of the campaign.
19. DISBURSEMENT OF FUNDS TO PARISHES
a.) Parishes and missions will be paid their share of campaign funds into the established campaign PDLF funds beginning six months after the conclusion of their campaigns. These six months will allow for proper auditing and accounting of funds raised. Parishes must confirm the use of funds according to the parish case statements prior to disbursement of the funds.
b.) After the initial disbursement, funds will be transferred to the parishes and missions on a quarterly basis, as cash payments are received on pledges.
20. CAMPAIGN COSTS
a.) Parishes conducting the standard campaign will not incur the cost of professional counsel, operative material, or mailings called for in the campaign plan.
b.) Parishes will be responsible for the costs of additional mailings, events, or campaign enhancements apart from those called for in the campaign plan.
c.) Parishes will be asked to cover costs associated with local parish campaign meetings, such as refreshments and meeting facilities, as well as bulletin inserts promoting the campaign.
21. AMENDMENT OR CANCELLATION OF PLEDGES
a.) The campaign understands a pledge represents a promise made at a specific time in a particular set of personal circumstances, and a donor may need to amend, reduce, adjust, or cancel the remaining balance of a pledge based on a change in circumstances.
22. ANNUAL APPEALS
a.) All efforts will be made to coordinate the campaign with the Annual Catholic Appeal of the archdiocese as well as the Catholic Charities annual appeal, and other annual appeals, so as to minimize any negative impact during the time of the campaign.