Planning Study Final Report Our Lady of Sorrows Roman Catholic Church

Confidential – January 2013

Planning Study Report Table of Contents

Our Lady of Sorrows Parish

INTRODUCTION ..........................................................................................................3 EXECUTIVE SUMMARY ................................................................................................5 STUDY OVERVIEW .......................................................................................................9
Methodology ........................................................................................................................................... 9 M & M International Team .................................................................................................................... 10

THE STUDY ................................................................................................................ 11
Factors for Campaign Success ................................................................................................................ 11 Findings and Observations ..................................................................................................................... 12 Background ...............................................................................................................................................12 Case for Support .......................................................................................................................................15 Other Needs ..............................................................................................................................................19 Leadership ................................................................................................................................................20 Goal Attainability and Financial Support ..................................................................................................21 Other Issues ..............................................................................................................................................23

EVALUATIONS ........................................................................................................... 25
Case for Support .......................................................................................................................................25 Volunteer Leadership ...............................................................................................................................26 Open Forums ............................................................................................................................................27

RECOMMENDATIONS................................................................................................ 28
Goal Recommendation .......................................................................................................................... 29 Develop a Communication Plan ............................................................................................................. 29

APPENDIX A - LIST OF PARTICIPANTS ......................................................................... 31 APPENDIX B - DISCUSSION STIMULANT ..................................................................... 34 APPENDIX C - INVITATION LETTER ............................................................................. 44 Page APPENDIX D – CASE FOR SUPPORT ............................................................................ 46 Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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INTRODUCTION
M & M International is pleased to present the Planning Feasibility Final Report to Our Lady of Sorrows, outlining the details of findings and recommendations for the proposed $4,700,000 financial campaign. The purpose of the Study was to assess the ability of the parish to raise this amount through a capital campaign. Through a series of personal face-to-face meetings and Open Forums, M & M International personnel set out to gauge the ability of the parish community to provide these funds. This report follows a clear path, setting the stage for the Study findings. First, we illustrate the Study process, highlighting and identifying the key components which were critical to the process. Second is an in-depth analysis of the findings and observations. Following this is a detailed evaluation of the essential elements of a campaign as they pertain to Our Lady of Sorrows. Lastly, we present our recommendations for consideration by the parish prior to launching a fundraising campaign. The principle objectives of this planning Study were to:
Define and analyze the various strengths and weaknesses of Our Lady of Sorrows and its Case for Support in relation to a possible fundraising campaign. Assess the importance of the proposed Case for Support with those closest to Our Lady of Sorrows Parish. Determine the potential financial contributions from select individuals and others, both in and outside of the congregation. Identify potential campaign leaders, both at the campaign chairperson and committee levels. Determine the most appropriate timing for a campaign. Investigate if the identified $4,700,000 goal is realistic and attainable.

M & M International conducts every study within a mandate of responsibility and due diligence. We strive to be clear and concise in our statements and to present a report of substantial value to the leadership of Our Lady of Sorrows in the development of fundraising objectives and plans. This report represents M & M International’s professional summary. Our experience and expertise provide the foundation for our assessment of the findings elicited from the Study participants. Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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As always within a fund-raising study, M&M International employs both quantitative and qualitative research methods to bring a complete picture of both the statistics, and the respective attitudes, to light – we illuminate the statistical findings with narrative explanations and insights. Together, these combined observations provide us with an actionable summary from which recommendations and actions can be extracted. We have enjoyed the opportunity to participate in the development of the fundraising plans for Our Lady of Sorrows Roman Catholic Church and would also like to acknowledge the efforts and assistance provided by the Planning Study Committee of the parish: Rev. Nino Cavoto, Frances Peksyk-Chichocki, Mary Lombardo, Paul Matthews, Mark McKee, Ed Olkovich, Gerry Shortall and Dolores Kwapien. We are also grateful to Gabriella and Rosemary in the parish office for scheduling the interviews. Most importantly, we wish to thank the individuals who gave freely of their time to assist the parish, and us, with this Study. We look forward to being of service in the future and to helping you achieve your fundraising goals at Our Lady of Sorrows Parish.

Yours in Christian Service,

Martha Asselin Partner Consultant

Murray McCarthy Partner Consultant

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EXECUTIVE SUMMARY
M & M International was retained in December 2011 by Our Lady of Sorrows Roman Catholic Church in Toronto to conduct a Planning Feasibility Study to investigate the support from parishioners for a $3,000,000 capital campaign, to fund repairs and renovations to the church. In June of 2012, the parish was contacted by the Archdiocese of Toronto who requested that $1,700,000 for their ministry needs also be included in this Study. As a result, an integrated campaign for $4,700,000 including both the parish and Archdiocesan plans was conducted.

Key Study Findings
Overall Image
Our Lady of Sorrows is viewed as a friendly parish with a strong community focus. The physical beauty of the building and its location were strong attributes of the parish. The clergy and the welcoming environment – “family feeling” - of the community were also very important parish attributes. In terms of “weaknesses,” three emerged: parish communication, the parish can sometimes seem unwelcoming to newcomers and parking availability.

Case for Support
In summary, ninety-three percent (93%) of respondents were generally supportive of the parish and Archdiocesan plans when “highly” and “somewhat supportive” responses are combined. Seventy-one percent (71%) were “aware” or “somewhat aware” of the parish plans. “Somewhat supportive” respondents had questions about the plans and will require answers before they become entirely supportive. There are two distinct parts of the plan: the building repairs as identified in the building report have very strong support, while the renovations garnered somewhat less support and many questions on the design and underlying need. Finally, more than eighty-five percent (85%) of participants said that a campaign in support of parish plans would be a high or medium philanthropic priority. This strong support shows that parishioners value the repairs and renovation plans, and more information and details would only increase this positive response. Parish case elements were all moderately to highly fundable overall; however, some key areas need further clarification or design discussions.

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1. Building Condition Report: All of the building repairs from the building report – architectural, electrical, roof and organ repairs were strongly supported (over 90% highly and mildly supported) and the parish would like more information on the details of these high priorities. 2. Renovation Plans: a. The new elevator was highly supported by over 86% of parishioners with some requests for it to remain in the same location. b. New accessible entrance on Cliveden garnered moderate support at 76% highly and mildly supportive, however, this is a divisive plan. The glass design overall was not favoured and people are concerned with the high cost and potentially unnecessary expense. A more in-depth discussion is needed. c. The washroom, meeting space and carpet replacement items were moderately fundable. Again, the need is not clearly understood and therefore not as compelling. Participants overall were modestly in favor of supporting an integrated campaign, for their parish and Archdiocese, with 65% in favor. Archdiocesan elements had moderate support except in the area of Fostering Evangelization. More detail on all of the elements is necessary to gain more support. More details of the Archdiocesan case elements can be found in a Confidential Appendix for Archdiocesan leadership.

Leadership
Leadership and volunteerism can be a challenge in today’s climate. This is not a source for major concern at Our Lady of Sorrows where support for participation on committees (55% “yes” and “maybe”) shows that people are willing and ready to become involved. Leadership potential was moderate, with approximately 39% of respondents, as evaluated by interviewers, having “outstanding” and “good potential” to lead a campaign.

Goal Attainability
Participants were cautiously optimistic about the attainability of a $4.7M million goal. Participants suggested that people in the parish generally have capacity to give; however, many felt the Archdiocesan portion is too high and a lower overall goal would be more achievable.

Financial Support
Page An extremely high proportion (93%) of participants “would” or “would probably” consider a financial gift to a campaign at Our Lady of Sorrows. Eighty-two percent (82%) Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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of participants disclosed an amount, with 9% of respondents preferring to withhold their gift amount at the time. The value of potential gifts ranged from $722,000 on the low end to $1,600,000 on the high end in the face to face interviews. In the Open Forum questionnaires returned, an additional $65,000 was indicated. Some respondents hesitated to identify a gift due to unclear details on renovation and Archdiocesan plans.

Other
Participants were eager to offer opinions and suggestions to support the successful implementation of a campaign, including complete transparency, more details on the rationale of the plan elements and increased communication.

Recommendations
Overall, a capital campaign at Our Lady of Sorrows parish has overall broad support and the approval of parishioners. However, it is clear from the Planning Study that the new side entrance renovation and the glass design do not have broad enough appeal or a convincing need. Additional architectural work is required to gain full support of parishioners. It is our recommendation that a parish Campaign Goal be set between $2,500,000 and $3,300,000 based on the participants interviewed and the overall parish support of the current plan. M & M International was unable to fully assess additional major donor support based on the prospects provided. It is M & M International’s opinion that the following tasks be undertaken prior to launching a campaign in order to build further support and finalize the campaign elements: 1. Thank the participants and include a copy of the Executive Summary of the Planning Study
Report. 2. Provide an update to the parish and executive summary of the Planning Study Report at church and make the detailed Final Report available to parishioners on its website and at the back of church. 3. Recruit a Building Committee with experience and dedication to support this process. i. Evaluate design for a potential new entrance based on the Planning Study results. 4. Develop a communication plan to inform parishioners about the next steps and the need to consult further with other stakeholders. Communicate the details of the parish plans to parishioners by hosting Information Sessions and provide details on: a. Building Condition Report – Architectural, electrical, roof and organ repairs and carpet removal (walk-arounds can be useful)

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b. Current elevator issues and the urgency for a new one c. Cliveden Entrance – redesign to include input from the study and showcase to parish including urgency of needs d. Needs assessment of the meeting rooms and accessible washroom with key stakeholders and user groups 5. Inform the leadership of the Archdiocese about the results of the study. 6. Establish a financial plan, with the Archdiocese, for the construction project that considers the broad support of the Planning Study findings once all the plans have been revised to include key study findings.

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STUDY OVERVIEW
Methodology
M & M International collaborated with members of Our Lady of Sorrows Study Committee to compile a list of potential interviewees - parishioners from a broad crosssection of the parish, whose insight and support was deemed critical to the success of the proposed fundraising program. M & M International and the committee developed a preliminary Case for Support to provide these participants the necessary background information regarding parish and Archdiocese plans. The intention was to invite the proper proportion of interviewees, consistent with the overall demographics of the parish, to inform the parish with a broad cross-section of opinions. Individual invitation letters and the Case for Support were sent to approximately 160 interviewees. While we conducted 78 personal interviews, 109 opinions were solicited in total. (Please see Appendix for a list of study participants and letter.) We also conducted five Open Forum sessions on November 24 and 25th after each Mass. A total of fourteen responses were received from the focus group sessions. Approximately one hundred (100) people attended the sessions offered. Gabriella and/or Rosemary invited all interviewees by phone to arrange face-to-face interview appointments with a staff member of M & M International. Interviews were conducted over a five week period concluding on December 26, 2012. Participants in the Study were asked to comment on issues relating to a successful fundraising initiative, including their:
• • • • • • • • personal perceptions of the parish and Archdiocese and their views on parish strengths and weaknesses responses to the parish’s plans to repair and renovate, in accordance with the Case for Support responses to the Archdiocese’s plans for ministry and programs personal giving intentions in a proposed campaign inclination to volunteer for a proposed campaign thoughts on available leadership and specific individuals who could lead a potential campaign suggestions to ensure a successful capital campaign opinions on whether the parish should launch a capital campaign.

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Participants were also asked if they had considered a gift in their wills and whether they would consider leaving a planned gift to the church. Finally, the participants’ input on these topics was recorded in a questionnaire and their comments were compiled in an online database post interview. Their responses and opinions serve as the basis for the series of recommendations included in this report. At the conclusion of each interview, an overall summary of interviewee responses was recorded based on their:
• • • • attitude likelihood of volunteer participation leadership potential pre-disposition toward a personal gift.

M & M International Team
The following members from M&M International managed this Study: Martha Asselin Partner Consultant Study Supervision Review of prospective interviewee list Preparation of preliminary Case for Support Open Forum facilitation Study Interviews Analysis and development of recommendations Report review Murray McCarthy Study interviews Partner Consultant Review of Preliminary Case for Support Analysis and development of recommendations Report review Reverend Canon Ebert Hobbs Advisor support Advisor We gratefully acknowledge the planning study committee and Father Nino Cavoto for their guidance throughout the study process.

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THE STUDY
Factors for Campaign Success
Based on M & M International’s extensive experience with parishes and dioceses of all sizes, the following factors comprise the benchmarks for fundraising success: A Positive Image Parishes that are viewed as working pro-actively in the community and providing active ministry in the spirit of Christ are more likely to succeed in a fund-raising campaign. Clergy are critical to the positive image of a parish. An Urgent and Compelling Case for Support A parish or diocese seeking support must communicate the urgency of the plans and find specific and appealing opportunities for support and participation. The mission and vision of the parish or diocese must relate to the overall goals and aspirations of the parishes. A Case for Support will gain acceptance if the initiatives in that campaign relate directly to the overall goals of God’s mission and church ministry. An Attainable Goal It is crucial that a campaign's financial goal be perceived as realistic and attainable. Overall Support Financial support for campaigns comes from both major donors, who represent a small portion of most parish membership, and from parishioners in the diocese. Recent campaigns in dioceses and parishes, while dependent on major gifts, can succeed with broad support from many parishioners – and not just a few major donors. Committed Leadership Major fund-raising initiatives in parishes need high-level volunteer leadership to succeed. In addition, many volunteers are required to complete all other critical tasks. Readiness to Conduct a Campaign Preparation and organization by leaders in advance of a financial campaign are essential to its success. In other words, organizations and their leaders who complete much of the work ahead of a financial campaign succeed during them. Finalizing a Case for Support, establishing priorities, cultivating volunteers, communicating the goals, and generally advancing the vision and mission of the parish and diocese are all important aspects of good fundraising preparation and effective campaigning. Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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Findings and Observations
This section deals specifically with the shared views of respondents in both the face-toface interviews and the online survey. Each section of the questionnaire provides unique and important qualitative and quantitative feedback. The information gathered during the interviews, online surveys and Open Forums will be communicated, in detail, in this section. When counsel assesses support for a program element, both affirmative and qualified support is considered favourable. For example, “somewhat important” and “maybe” responses are essentially requests for more information, which when forthcoming, would usually result in a favourable donor response.

Background
For an overwhelming majority of participants in the Study, Our Lady of Sorrows’ core strengths are:
• • • the community – vibrant, active and welcoming the pastor and other clergy – strong leadership, excellent liturgy and sermons the beautiful building, the style and warmth of the physical building

Several of the parishioners interviewed had spent their lives in the parish. In all, respondents have spent more than 1,900 years collectively in the parish. The average number of parish years of those interviewed was over 25 years, with the minimum at 1 year and the maximum at 60 years. The study participants represented a solid sample and broad cross-section of individuals with varying years of participation in the parish. Council is confident that a solid study has been undertaken to make recommendations. Our Lady of Sorrows is considered a friendly parish with a strong community focus. The building itself, the beauty and proximity was one of the strongest attributes of the parish. Respondents cited the strength of the priests, their homilies and spiritual guidance and the “family” feeling as the most important attributes of the parish. The music ministry and the growing youth ministry are both considered major strengths. When asked about weaknesses, communication was frequently mentioned, especially with respect to informing parishioners about initiatives and plans without consultation. Some believe that, while parishioners have a strong community ownership of the parish, they are not always open to change and are considered “cliquish” by newcomers. Lack of parking, accessibility, support for children in the parish/schools and meeting rooms were all cited as weaknesses. Page When asked what the greatest strengths of the parish are, parishioners responded with remarks such as (sample and frequency): Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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• • • • • • • •

Our Lady of Sorrows Parish

Strong sense of community (44) Father Nino, excellent, friendly, caring (33) Most beautiful church in Toronto (24) Music, choirs (14) The priests and music Young families Excellent established parish / friendly Opportunity for children- involvement in altar serving

When asked about the parish’s greatest weaknesses, parishioners responded with remarks such as (sample and frequency):
• • • • • • • • • • Could be more welcoming (17) Lack of communication – information on things that are happening (10) Lack of parking (7) Hard to get to know people Not truly welcoming – phoned to volunteer and no one called me back Few volunteers – mostly the same people Stairs to basement Lack of and condition of meeting space Few people running the parish More disclosure to parish on funding and finances

Question 4: What is your personal opinion of the Archdiocese of Toronto?
Answer Very Good Good Poor No Opinion Total Count 9 27 10 27 73 Percentage 12.3% 37.0% 13.7% 37.0% 100.0%

Observations: More than forty-nine (49%) percent of face-to-face respondents have a favourable opinion of the Archdiocese. More than thirteen percent (13%) have a poor opinion with thirty-seven (37%) having no opinion. Overall, participants have a moderate and fairly uninformed view of the Archdiocese.

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Question 5: How do you think others perceive the Archdiocese?
Answer Very Good Good Poor No Opinion Total Count 2 16 7 47 72 Percentage 2.8% 22.2% 9.7% 65.3% 100.0%

Observations: Participants felt that others were not as likely to rate the Archdiocese as highly as they did. This is an interesting outcome reflecting an opportunity for the Archdiocese to be more visible to, and involved with, people within the parishes. Sample of comments:
• • • • • • • • • • a place downtown-not a real value; political to them cannot tell you mixed, some much more knowledgeable remote same voices not; more positive older people not front and centre not too much known about the diocese nothing negative generally good - some people critical

Question 6: Before this feasibility study, were you aware of the financial needs in connection with the repairs and renovations at OLS?
Answer Yes No Somewhat Total Count 44 22 11 77 Percentage 57.1% 28.6% 14.3% 100.0%

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Observations: Participants were moderately aware of the plans prior to the study documentation highlighting the need for strong communication practices in the parish.

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Question 7: Before this feasibility study, were you aware of the financial needs in connection with the Archdiocese of Toronto?
Answer Yes No Somewhat Total Count 16 47 13 76 Percentage 21.1% 61.8% 17.1% 100.0%

Observations: Participants were mostly unaware of the Archdiocesan plans, although many cited knowledge of St Michael’s Cathedral repairs as necessary expenses.

Case for Support
When asked about general support of the plans, participants were very supportive, ninety-three (93%) percent highly and somewhat supportive, of the plans to repair and renovate the parish. Most parishioners felt that the repairs are absolutely necessary and that some of the renovations may not be necessary and that they would like more information on the needs. Aesthetically, the glass structure at the front was commonly cited as an issue and the overall cost of the project seemed excessive. There were many questions. When asked if fellow parishioners would support a campaign at OLS based on these materials, most people said yes, (51%) cautiously. Their comments indicated that the parish must provide more details on the needs to be fully supportive and many recommended looking after the most urgent needs first and worried about the Archdiocesan elements as not being potentially supported by the parishioners. There are two distinct parts of the plan: the building repairs as identified in the building report are very strongly supported, and the renovations have somewhat less support and many questions on the design and underlying need.

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Finally, more than eighty-five percent (85%) of participants said that a campaign in support of parish plans would be a high or medium philanthropic priority. The support is slightly higher at 89% for OLS-only portion of the plan. This is moderately strong support, illustrating that parishioners value the repairs and renovation plans. Once the needs are more convincingly identified, additional support would logically follow.

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Parish case elements were all moderately to highly fundable, however, some key areas need further clarification or design discussions: 1. Building Condition Report: All of the building repairs from the building report – Architectural, electrical, roof and organ repairs - were overwhelmingly endorsed by the respondents, over 90% highly and mildly supported for all elements, but parishioners still would like more information on the details of these high priorities. A commonly asked question is: why do we need to lower the aisle floors? Most people would like their parish structure to be maintained and many wondered why it had taken this long to do the repairs. 2. Renovation Plans: a. The new elevator was highly supported by over 86% of parishioners. Many people questioned why we are not just fixing the old elevator but the vast majority agrees that proper accessibility is required now and in the future. The current elevator, while it was excellent at the time of installation, has outlived its usefulness. Many spoke of the issues when using the elevator, especially greeters who struggle with keys and issues with use and size. Many people would like to see the new elevator in the old location, near the front of the church and the current accessible washroom. The attributes of the new elevator planned need to be discussed with parishioners, validating the size and functionality requirements. b. New accessible entrance on Cliveden garnered moderate support at 76% highly and mildly supportive; however, this is a divisive plan. The glass design overall was not supported and people are concerned with the high cost and potentially unnecessary expense. The need is not well understood and therefore not compelling. Overall, many people liked the glass-only design, however, glass and stone was preferred by most participants when questioned. Many participants feel strongly that the addition is not needed and the cost far outweighs the benefits. There is a strong sense by some respondents that the plan is too elaborate and expensive for the parish. The location of the entrance and the design are of concern and require thorough review and further discussion. c. The washroom, meeting space and carpet replacement items were moderately fundable. Again, the need is not well enough understood and therefore not compelling. Many people are not aware of the use of the rooms and therefore mildly support the work while others offered ideas such as temporary separators and use of surrounding buildings, e.g. the Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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school. The accessible washroom is linked to the elevator location and most appropriate location. The carpet replacement is supported but the participants would like more information on what is underneath and the plans. Sample comments from the study include:
• • • • • • • • • • • • • • Like glass - church is transparent Elevator needed – people are waiting outside to enter Modernize the old elevator Glass detracts but is open Glass preferred but more stone Buildings are not being used People will need to walk to front, elevator should be in front Glass and stone preferred Need to make this church accessible Build to make the church of the future Make elevator user friendly in same locationBack stairs are dangerous Glass makes the building more contemporary Need to know what is under carpet

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Planning Study Report The following chart outlines specific support numbers:

Our Lady of Sorrows Parish

Program Elements

% Highly Supportive

% Mildly Supportive

% Not Supportive

Total % Highly and Mildly

Parish Plans
Architecture - Basement (lighting, ceiling, repainting, lowering aisle floors, storage area); Exterior and Nave/main floor Electrical - Infrastructure (incl. fire alarm and emergency lighting); New lighting Nave Flat Roof Repairs Organ - cleaning and repairs New Elevator to replace lift (new construction) New barrier free side entrance on Cliveden Accessible washroom on lower level Roof top garden / green space Additional meeting and storage space lower level Removal of carpet in sanctuary, refurbish floor and doors 84.0% 6.7% 9.3% 90.7%

100.0% 98.7% 81.6% 86.5% 60.5% 59.2% 16.2% 57.5% 56.0% 1.3% 15.8% 4.1% 15.8% 18.4% 27.0% 20.6% 30.7% 0.0% 2.6% 9.5% 23.7% 22.4% 56.8% 21.9% 13.3%

100.0% 100.0% 97.4% 90.5% 76.3% 77.6% 43.3% 78.1% 86.7%

Archdiocese of Toronto
Supporting our priests Forming our youth Enhancing our Physical Assets Fostering Evangelization Strengthening our Social Ministries 52.9% 50.7% 63.4% 34.3% 50.7% 30.0% 32.4% 19.7% 24.3% 31.5% 17.1% 16.9% 16.9% 41.4% 17.8% 82.9% 83.1% 83.1% 58.6% 82.2%

*An element with a combined total of eighty (80%) percent “highly” and “mildly” supportive in face-to-face interviews is considered highly fundable. A score of 75 and above is considered moderately fundable. The chart illustrates that although the support for the renovations can be considered fundable, over 75% highly and mildly supportive, only the new elevator has a significant level in the highly supportable category. Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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The Archdiocesan elements garnered moderate support with the exception of Fostering Evangelization. Over 75% of highly and mildly supportive is good; however, the highly supportive category was considered marginal. Most respondents did not consider the plans detailed enough and many questioned the need for actual funds when so much real estate is available to the Archdiocese. This was the case for the Center of Evangelization- many parishioners believe using the current infrastructure is more responsible. Many felt that their Share Life funds had already covered some of these initiatives. Most supported contributing to the Shepherd’s Trust initiative and many agreed that we should be assisting struggling parishes such as the Cathedral; however, the business case is necessary that illustrates what is being done with real estate as a whole to strongly engage most parishioners. More details on each element will be provided under separate cover to Jim Milway and Arthur Peters at the Archdiocesan Office in a confidential Appendix. Participants overall were cautiously in favour of supporting an integrated campaign, their parish and Archdiocese, with 65% in favor. However, many were concerned that some parishioners would not be in favor of the combined plan and it could detract from their support of the parish plans. They advised against moving forward with a twopronged campaign during the same time period, feeling that one of the campaigns would suffer.

Other Needs
When asked if there were “other needs” that the parish should consider in a campaign, fifty-six percent (56%) had recommendations. Recommendations from the respondents were:
• • • • • • • • • • • parking lot (10) more people, and activities already intolerable more outreach ministries (5) main floor washroom accessible (4) make the additional building, meeting rooms and parish office (3) redid kitchen- no ventilation - industrial stoves (2) prayer garden in front near parking young adults is growing; support ministries; showers in basement, make parish available for out of cold -could be invaluable for women, hot lunch, etc. sound system could be improved choir loft expansion for seating more programs for bereavement

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• • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

Our Lady of Sorrows Parish

helping people -more social ideas handicap seating children's program at 9:30- Sunday School program-Liturgy Better signage for rectory/office -Where is the office? fund for ongoing maintenance again!...consider support fund - parking Pews, front door openers (pneumatic) Change to the staircase Piano-choir dedicated space, renovate Baby Grand Ministries-especially the family Social ministries are needed Support the marginalized in Arch. Islington United-solar panels-$2K/month crying room or family room - who are people on PAC; building committee More Ministries - for youth and others More opportunities for Eucharistic minister Family ministries hospitality -senior's ministry & other ministries needed small chapel in the basement doors need to be reviewed-change them & make them more energy efficient elevator to choir loft does rectory need repair wide stairs to choir loft (no elevator) children's area another mass (11:00 very full) programs for lent & advent! Braille or visual impaired support Raised lettering, maintain painting on steps! place for the kids basement leaks, ceiling needs work, attic is full of asbestos programs for young families and children, engage their group movable partitions in halls utilize the space next door solar panels etc. for the parish! stained glass somewhere with the new building programs for marginalized, refugees fix the front steps - more railings bus to pick up parishioners

Leadership
Study participants were asked to identify specific leadership and volunteer parishioners to build a successful capital campaign team. They were also asked if they themselves would consider a leadership or volunteer role in a proposed campaign.

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There are two specific roles for individuals to perform in a capital campaign setting. The role of leadership entails overall management - chairing phases, communications and volunteer enlistment. The second major role is parishioner visitor ambassadors who are tasked with communicating campaign goals and seeking financial support. Soliciting leadership and volunteerism has become more difficult in campaign settings today. Our Lady of Sorrows will indeed be able to find volunteers to lead and participate in a campaign. Fifty-five percent (55%) of participants self-identified as volunteers in a leadership role. In addition, approximately forty-two percent (42%) agreed to consider participating as a volunteer ambassador. The recruitment of strong leaders will engage and excite the many parish volunteers. Interviewees rated 39% of the participants as outstanding or good leadership potential. Many parishioners suggested individuals who could support the volunteer activities of the campaign. A confidential list of individuals was recommended by the respondents for leadership roles, and will be supplied separately from this report.

Goal Attainability and Financial Support
Q 13: Would you be prepared to support a financial initiative in the archdiocese needs as outlined?
Answer Yes No Uncertain Total Count 54 13 9 76 Percentage 71.1% 17.1% 11.8% 100.0%

Observations: The respondents are moderately supportive of the Archdiocese participation in any future campaign. The amount of funds to the Archdiocese seems high to many participants given the current needs of the parish and more information is required to increase their support. Q14: In your opinion, would parishioners at OLS parish support a financial initiative in your parish in support of the Archdiocese?
Answer Yes No Uncertain Total Count 39 10 25 74 Percentage 52.7% 13.5% 33.8% 100.0%

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Planning Study Report

Our Lady of Sorrows Parish

Observations: The respondents felt overall that parishioners are less optimistic about fellow parishioners’ support of the Archdiocese. Participants were asked if they would make a contribution to an active campaign. Those who indicated a desire to make a gift were shown a donor chart and asked at what level they would make a gift. Participants were also asked to comment on both the attainability of the goal and, of that, how much they felt the parish could contribute. Some participants were cautiously optimistic about the attainability of a $4,700,000 goal. Participants suggested that parishioners have the capacity to give; however, many felt that the Archdiocesan portion is too high and a lower overall goal would be achievable. However, 93% would consider making a gift to a campaign. This is an extremely favourable indication of support. It suggests that much of the plan is highly supported. However, parishioners need to better understand the final Case for Support before they commit financially. All in all, a substantial number of individuals can and will provide strong financial support for any proposed capital campaign. A pool of identifiable gifts totaling between $722,000 on the low end and $1,600,000 on the high end was identified in the face to face interviews. In the open forum questionnaires returned, 6 gifts were identified totaling an additional $65,200. There were ten “major gifts” (gifts of $25,000 or more over a 5 year period) self-identified in the study (nine in the face to face and one in the open forum questionnaires). In light of these findings, $2,500,000 - $3,300,000 is an attainable goal for Our Lady of Sorrows. M & M International met some donors capable of making major six figure gifts; however, they did not always disclose their gift amounts. There is significant additional potential and this should be carefully evaluated prior to finalizing the goal.

Low End High End # of gifts
$250,000 $100,000 $50,000 $25,000 $10,000 $7,500 $5,000 $2,500 $1,000 Below $1000 $499,999 $249,999 $99,999 $49,999 $24,999 $9,999 $7,499 $4,999 $2,499 999 0 3 2 4 9 1 16 11 17 1 $ $ $ $ $ $ $ $ $ $

Total Low
$ 300,000.00 100,000.00 100,000.00 90,000.00 7,500.00 80,000.00 27,500.00 17,000.00 200.00

Total High
$749,997 $199,998 $199,996 $224,991 $9,999 $119,984 $54,989 $42,483 $999

Total Average

64 $ $

722,200 11,284.38

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$

1,603,436

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Planning Study Report

Our Lady of Sorrows Parish

Other Issues
Participants were eager to offer opinions and suggestions to help support the successful implementation of a campaign. Most comments related to making a more convincing case of the needs and gaining more parish involvement as well as the economy. Following are some of the comments:
• • • • • • • • convince people this is not decorative ensuring people have a say in what is done making people feel benefit and buy-in do not know the needs case must resonate we do not need to spend money on this project need rationale for this work economic climate

When asked what actions are necessary to ensure campaign success, respondents focused on increased communication and details of the elements. Following are some of the comments:
• • • • • more communication on why we need this issues are needs vs. wants prioritize and communicate the need communicate correctly – 100% transparency communicate how it will meet the long-term goals

Participants in the Study overwhelming support a campaign for the repairs and renovations. Eighty-nine percent (89%) believe there should be a campaign and five percent (5%) said maybe. Some comments:
• • • • • • • • • If the case was reworked (3) yes if they need the $ Why did we not start this a year ago for a portion of this If you want to take care of things - Have to! no choice - would like to know about annual surplus....using reserve for needed work If this is feasible-great. But don't change the church, fix what needs to be fixed. Look at elevator renewal!! need to do this for the things that need to be done

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Planning Study Report
• • • • • • • • • • • essential work to do How else do we do it? fundraising is tapped out if needs are justifiable to this extent Put a mortgage on this place? needs to be done how else, need restoration wise for restoration & elevator if they want the $ yes, absolutely Need to do this! Want the Church of the future it’s the only way

Our Lady of Sorrows Parish

The potential for gifts from parishioners in their will was “below average” with only one individuals (1%) interviewed having made a gift to the parish in their will. When asked if they would consider leaving a gift, fifteen respondents said YES (22%) and an additional thirty-two (32%) said MAYBE. This suggests that many parishioners would be open to learning more about how to leave a lasting legacy to the church. A clear opportunity exists for the parish to offer bequests as a form of giving to secure the financial future of Our Lady of Sorrows parish. Participants were asked if they would consider Pre-Authorized Giving or Automatic Debit or Visa for their weekly offerings as well as their Capital Campaign gifts. Only three percent (3%) of the respondents currently use PAG and another twenty-two percent (22%) would consider it. When asked if PAG would be considered for gifts to a campaign, twenty-nine (29%) said YES. This indicates that opportunity exists to increase the use of PAG in a campaign period.

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Planning Study Report

Our Lady of Sorrows Parish

EVALUATIONS
In evaluating the Findings, we review past studies conducted by M & M International to draw a comparative analysis between these and Our Lady of Sorrows’ Study. We have supplied comments and evaluations throughout the report; now we specifically review the Case, Volunteers, Prospects and Plan. These are commonly referred to as the “four pillars of support” when campaigning. Our evaluation will concentrate on these key campaign elements.

Case for Support
Designing the Case Statement is one of the earliest and most important steps in the fundraising campaign process. In many ways, the process of writing the Case is as important as the Case itself, as it is the process by which the parish leadership fully explains and justifies the plans for the church. The Campaign Case is written after the Planning-Feasibility Study has been completed and is influenced by the findings of the Study. Comparative Analysis Question: Would you personally make a financial contribution to a Capital Campaign? Organization A B C D E F G Our Lady of Sorrows % of Respondents Answering Yes and Uncertain 97% 95% 94% 91% 81% (Threshold Level) 79% 72% 93.5% "Yes and uncertain"

As evident in the preceding chart, Our Lady of Sorrows scored well above the threshold level and high in comparison to other parish studies. There is substantive support for the repairs and renovations and a desire to support the parish leadership’s plans.

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Planning Study Report

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Volunteer Leadership
The recruitment and commitment of high-profile leadership and a core group of volunteer workers is essential to the success of virtually all capital fund raising and annual stewardship campaigns. The Study reveals good support from interviewees to become involved in a campaign. There were 35 people identified as possible leaders for the Campaign. This shows that a number of parishioners have the profile necessary to lead the church’s appeal, although further depth and breadth will be needed for such a large campaign. On the following chart, we have given some comparable figures from past studies to give a sense of how Our Lady of Sorrows compares to other church studies. Comparative Analysis Question: Would you personally serve on a committee to help organize and implement a campaign for Our Lady of Sorrows? Client Yes No Maybe A 60% 15% 23% B 59% 27% 13% C 51% 37% 12% D 48% 30% 21% E 43% 36% 21% F 35% 50% 15% Our Lady of Sorrows 31.2% 44% 24.7%

As the chart indicates, the percentage of interviewees who are willing to work on this campaign is moderate with respect to the comparative analysis. A threshold level of 50% would be considered necessary. Our Lady of Sorrows Parish meets that threshold when “Yes” and “Maybe” are combined, and this is common in parishes that have little or no experience with campaigning. An energetic leadership team will be required to recruit visitor ambassadors to the project.

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Open Forums
The weekend of November 24 and 25th saw M & M International principles chair a series of Open Forum sessions in the basement hall of the church. There was an excellent turnout of approximately 100 people over all Masses. From this group of participants, 14 returned a discussion stimulant. The Open Forums are conducted to ensure inclusivity in the process, to impart valuable information about the Case for Support and to solicit input from participants. It is common to receive modest participation. This in no way should be construed as lack of interest in the process or the eventual campaign - in fact, Our Lady of Sorrows had a remarkably high number of participants and a very good response rate. These responses are not included in the overall tabulation of the results. Each response was analyzed for variances from the face-to- face participants, and the indicated financial results were noted. The responses were consistent with the face-to-face interviews and the total financial indication by respondents was $65,200 or an average of $10,866 per respondent over a 5 year pledge period. The opinions offered in the open forums were very consistent with the face-to-face interviews - many were unhappy with the design of the new entrance and some were not supportive of the Archdiocesan plans.

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Planning Study Report

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RECOMMENDATIONS
Overall, a capital campaign at Our Lady of Sorrows parish has broad support and the approval of parishioners. However, it is clear from the Planning Study that the proposed side entrance renovation and the glass design do not have broad enough appeal or convincing need. Additional architectural work is required to gain full support of parishioners. It is our recommendation that a parish Campaign Goal be set between $2.5 and $3.3M based on the participants interviewed and the overall parish support of the current plan. M & M International was unable to fully assess additional major donor support based on the prospects provided. It is M & M International’s opinion that the following tasks be undertaken prior to launching a campaign to garner more support and finalize the key elements: 1. Thank the participants and provide the Planning Study by letter and include a copy of the
Executive Summary of the Planning Study Report. 2. Provide an update to the parish and executive summary of the Planning Study Report at church and make the detailed Final Report available to parishioners on the website and at the back of church – announcements at church – key points. 3. Recruit a Building Committee with experience and dedication to support this process. i. Evaluate design for potential new entrance based on the Planning Study results. 4. Develop a communication plan to inform parishioners about the next steps and the need to consult further with other stakeholders. Communicate the details of the parish plans to parishioners by hosting Information Sessions and provide details on: a. Building Condition Report – Architectural, electrical, roof and organ repairs and carpet removal (walk-arounds can be useful) b. Current elevator issues and urgency for a new one c. Cliveden Entrance – redesign to include input from the study and showcase to parish including urgency of needs d. Needs assessment of the meeting rooms and accessible washroom with key stakeholders and user groups

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the broad support of the Planning Study findings once all the plans have been revised to include key study findings.

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5. Inform the leadership of the Archdiocese about the results of the study. 6. Establish a financial plan, with the Archdiocese, for the construction project that considers

Planning Study Report

Our Lady of Sorrows Parish

Goal Recommendation
An early recommendation on campaign goals can be challenging for a variety of reasons. Increasingly, parishioners interviewed during studies declined to indicate their giving intentions or underestimated their intention, pending cultivation and communication on the part of the parish and its leadership team. In the case of Our Lady of Sorrows, there were parishioners on the interview list who declined to participate in the Study and many who are capable of making a significant gift are being approached outside of this study. These major donor gifts must be secured before any campaign launch is possible. In light of these findings, M & M International believes a parish campaign for $2,500,000 to $3,300,000 is achievable for Our Lady of Sorrows Parish to undertake at this time. M&M International recommends the parish consider a campaign goal of $2,500,000. It should be noted that this financial objective should be considered a preliminary goal for planning purposes. Once refinement of the Case elements to incorporate the Study findings is complete and the parish has supported the plans, the goal should be reassessed. Also, the Archdiocesan elements and their plans for a campaign will influence the parish overall goal. Reaching a goal of this magnitude will be contingent on a number of critical factors, such as conducting information sessions and executing a communications plan, raising giving sights for many parishioners, implementing a well-planned and thoughtful campaign and careful planning of major donor asks.

Develop a Communication Plan
As Our Lady of Sorrows prepares for a capital campaign, M & M International recommends that the parish embark on a number of strategic cultivation activities to build momentum, excitement and to engage the parish in the plans. It is crucial that Our Lady of Sorrows devote sufficient time and effort to engage and cultivate parishioners before embarking on the solicitation process. A structured communication and cultivation process will not only help raise the giving sights of parishioners who are already supportive of the plans but will also give those few parishioners who may not support the initiative the opportunity to have concerns addressed - potentially turning them into enthusiastic supporters themselves.

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Counsel recommends that Our Lady of Sorrows begin the communication and cultivation process by holding information sessions, pulpit announcements and/or Bulletin communication inserts to discuss the results of this Study. By holding a frank and open discussion about the challenges and opportunities, and aligning the plans before moving forward, the parish will be able to build support among current supporters while engaging tentative supporters. Our Lady of Sorrows should also consider the appropriateness of both large and small group meetings to discuss the campaign objectives and overall plan. Throughout the interview process, it was clear to the interviewers that many parishioners sought a more inclusive process of information-sharing in order to gain support and understanding. The activities described above give the donor an opportunity to interact with campaign volunteers; because of this, they will form the core of the cultivation activities. These can be supplemented with more directive activities, such as pulpit announcements, bulletin announcements, the newsletter and web site communications.

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APPENDIX A - LIST OF PARTICIPANTS
Last Agnew Badali Balsas Bibby Biggar Black Blais Benac Bondi Boraks Bratty Brennan Broden Broderick Buckley Burton Cavoto Citrullo Clough Daley De Souza de Verteuil Dibattista DiFranco Di Tomaso and McLaughlin Dickinson Dodig Dupuis Faraci Farraway First Michelle Tony & Pat Al & Emma Jason Christine Peter & Elsie Susan Mabel Mary & Natalie Lily Rudy Joan, Margaret and Mary Connell & Elizabeth Louise & Robert Marta & Donald Vida Fr. Nino Larry Jim & Roberta Anthony Carl Sonja Romeo and Carmela Monica & Joseph Katie and Edward Deborah Maureen & Victor Larry Agnes Anne

Planning Study Report Fulton Gesualdi Gibbons Grant Grimaldi Harrison Hearn Heydon Hornberger Horsey Jankura Kinahan Kuehn Lombardo Lynskey Mackintosh Magee Marchildon Matthews Matthews Matthews McKee McKeon Medal Naranca O'Connor O'Reilly Pavan Sadvari and Boreskie Sansone Shackleton Shortall Silva Stanley Stefanski Sutherland Fred Domenic & Deborah Valerie Geoffrey Joseph Michael Patrick Audre Margaret & Greg Betty Albina & Akos Wayne Frederick Frank & Mary John Deirdre & Alasdair Jim Pierre & Ellen Patricia Paul John & Ursula Luisa and Mark Sean John & Cathy Ivanka Edward & Patricia Mark Loretta Linda and Tom Tom Colleen Barbara Joe Kathleen Wojciech & Eva Suzann

Our Lady of Sorrows Parish

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Planning Study Report Tabuenca Temple Tipping Tomlin Trottier Weiler White Wiley Williams Winter Wolfs Ziegler Manuel & Brenda Paul & Catherine Margaret Jesse Bernard Gail Robert & Vida Anne & Michael Sue Norma & Edward Maria & Valens Ursula

Our Lady of Sorrows Parish

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Planning Study Report

Our Lady of Sorrows Parish

APPENDIX B - DISCUSSION STIMULANT

Our Lady of Sorrows Parish & Archdiocese of Toronto Toronto, Ontario

Planning Study Questionnaire/Discussion Stimulant

Strictly Confidential Interviewee: __________________________________ Mass Attends: __________________________________ Address and Phone: __________________________________

Interviewer: __________________________________ Date: __________________________________

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Planning Study Report Section I - Background
1. How many years have you been associated with OLS?

Our Lady of Sorrows Parish

__________
2. In your opinion, what are the 3 greatest strengths of OLS?

I. II. III.

__________________________________________________ .__________________________________________________ __________________________________________________

3.
I.

In your opinion, what are the 3 greatest weaknesses of OLS?
________________________________________________ ________________________________________________ ________________________________________________

II. III.

4.

What is your personal opinion of the Archdiocese of Toronto?

Very Good

Good

Poor

No Opinion

Comments: ________________________________________________________________________ ____________________________________________________________
5. How do you think others perceive the Archdiocese?

Very Good

Good

Poor

No Opinion

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Comments: ________________________________________________________________________ ____________________________________________________________

Planning Study Report

Our Lady of Sorrows Parish

6.

Before this feasibility study, were you aware of the financial needs in connection with the repairs and renovation requirements at OLS?

Yes

No

Somewhat

7.

Before this feasibility study, were you aware of the financial needs in connection with the Archdiocese of Toronto?

Yes

No

Somewhat

8.

Are you generally supportive of the plans outlined in the material provided to you?

Yes

No

Somewhat

Comments: _____________________________________________ ____________________ __________________________________________________________________
9. In your opinion, would parishioners support a fundraising campaign at OLS based on the material sent to you?

Yes

No

Maybe

10.

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Please tell us whether the priorities outlined in the materials are important or not to you. (Highly, Mildly or Not Supportive)

Planning Study Report

Our Lady of Sorrows Parish

Restore - Building Condition Report (2010)
1 2 3 4 5 6 Architecture - Basement (lighting, ceiling, repainting, lowering aisle floors, storage area); Exterior and Nave/main floor Electrical - Infrastructure (incl. fire alarm and emergency lighting); New lighting Nave Flat Roof Repairs Organ - cleaning and repairs New Elevator to replace lift (new construction) New barrier free side entrance on Cliveden

Highly Mildly

Not

Renew - New Construction - East side
1 2 3 4 1 2 3 4 5 Accessible washroom on lower level Roof top garden / green space Additional meeting and storage space - lower level Removal of carpet in sanctuary, refurbish floor and doors

Highly Mildly

Not

Archdiocese of Toronto
Supporting our priests Forming our youth Enhancing our Physical Assets Fostering Evangelization Strengthening our Social Ministries

Highly Mildly

Not

11.

Are there other needs OLS should address in a fundraising campaign?

Yes

No

Maybe

If yes, which ones? __________________________________________________________________ __________________________________________________________________
12. Are there other needs the Archdiocese should address in a fundraising campaign?

Yes

No

Maybe

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If yes, which ones? ________________________________________________________________________ ____________________________________________________________
13. Would you be prepared to support a financial initiative in the parish that included the archdiocesan needs as outlined?

Yes

No

Uncertain

14.

In your opinion, would parishioners at OLS parish support a financial initiative in your parish in support of the Archdiocese?

Yes

No

Uncertain

15.

Do you think that an initiative of this kind is the best method to raise the $4.7 million necessary for both levels of the church – parish and Archdiocese?

Yes

No

Uncertain

16.

If not, what other methods would you recommend? i. _______________________________ ii. _______________________________ iii. _______________________________

17.

How would you rate this campaign within your own philanthropic giving priorities?

High

Medium

Low

18.

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How would you rate only the OLS portion of the campaign within your own philanthropic giving priorities?

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Planning Study Report

Our Lady of Sorrows Parish

High

Medium

Low

Section III – Leadership and Volunteerism
19. Could you suggest the name(s) of individuals(s) you feel would bring strong leadership to any fundraising initiative at OLS?

________________________________________________________________________ ____________________________________________________________
20. Would you personally serve on a committee to help organize and implement a campaign for OLS?

Yes

No

Maybe

21.

Would you be willing (with proper training) to visit other parishioners in a fundraising situation?

Yes

No

Maybe

Section IV. – Money and Gifts
22. Would you personally make a financial contribution to a fundraising campaign based on the materials sent to you?

Yes

No

Maybe

Comments:

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Planning Study Report

Our Lady of Sorrows Parish _____________________________________________

_____________________ _____________________________________________ _____________________
23. If yes, and without making a commitment, where might you fit in this gift chart over a five-year pledge period? (Circle the letter most appropriate)

A B C D E F G H I J K

Total Gift (5 years) $2,000,000 $1,000,000 $500,000 $250,000 $100,000 $50,000 $25,000 $10,000 $5,000 $2,500 $1,000

Annually $400,000 $200,000 $100,000 $50,000 $20,000 $10,000 $5,000 $2,000 $1,000 $500 $200

Quarterly $100,000 $50,000 $25,000 $12,500 $5,000 $2,500 $1,250 $500 $250 $125 $50

Monthly $33,333 $16,667 $8,333 $4,167 $1,667 $833 $417 $167 $83 $42 $17

Weekly $7,692 $3,846 $1,923 $962 $385 $192 $96 $38 $19 $10 $4

Daily $1,099 $549 $275 $137 $55 $27.47 $13.74 $5.49 $2.75 $1.37 $0.55

Above $2.0M over the 5-year pledge period

Amount $ _______________

Below $1,000 over the 5-year pledge period

Amount $ _______________

Specific amount or bequest amount

Amount $ _______________

24.

Major gifts would be an important part of this financial initiative. Are there people in your parish capable of making a $25,000 pledge over a 5 year period?

Yes

No

Uncertain

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Planning Study Report
25. Can you identify a few of them for me?

Our Lady of Sorrows Parish

a. b. c. d. e.

______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________

26.

The identified OLS and Archdiocesan needs total $4,700,000. Do you believe that OLS has the ability to raise that much money in a financial stewardship initiative?

Yes

No

Uncertain

If no, what is a realistic goal in your opinion? $ ______________ Section V. – Other
27. In terms of launching a campaign, what do you see as the top 2 or 3 major challenges that the parish will face?

1.__________________________________________________ 2.__________________________________________________ 3.__________________________________________________
28. Do you have any suggestions as to what should be done to ensure the success of a fundraising campaign?

__________________________________________________________________ __________________________________________________________________ __________________________________________________________________
29. In your opinion, should OLS launch a fundraising campaign in support of this case?

Yes

No

Maybe Church Fundraising Specialists www.mminternational.ca

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Comments: ________________________________________________________________________ ________________________________________________________________________ ______________________________________________________
30. Do you feel that, in a fundraising campaign, the parishioners should be able to make gifts in memory of someone or to honour someone?

Yes

No

Maybe

Comments: __________________________________________________________________ _____________________________________________ _____________________
31. If “yes” what kind of recognition would be appropriate?

__________________________________________________________________ _____________________________________________ _____________________
32. Have you left a gift to OLS in your Will?

Yes

No

33.

Would you consider leaving a gift in your Will to OLS? (only answer if “NO” above)

Yes

No

Maybe

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Planning Study Report
34.

Our Lady of Sorrows Parish

Would you consider Automatic Debit (PAG) or Credit Cards as a payment option of your fundraising campaign pledge?

Yes

No

Maybe

Already do

35.

Would you consider the Automatic Debit (PAG) option or Credit Cards for your regular offerings?

Yes

No

Maybe

Additional Information ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

Please appraise the interview on the criteria below. What was the respondents’ attitude toward the plan? Attitude: _____ Positive or _____ Negative Are they likely to volunteer in any capacity? If so, what is the likelihood? Likelihood of Volunteer Participation: _____ Excellent _____ Good _____ No Did they indicate a readiness to lead a campaign as Chair? Leadership Potential: _____ Outstanding _____ Good _____ Not Apparent Did they indicate that they would make a gift (no amount was necessarily stated)? Personal Gift: _____ Definite _____ Probable _____ Unlikely Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675 Church Fundraising Specialists www.mminternational.ca

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APPENDIX C - INVITATION LETTER
On Parish letterhead) Restore, Renew, Rejoice! October 2012 (Addressee) (Address) (Address)

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Dear (Parishioner name): For over seventy years, as part of the Archdiocese of Toronto, Our Lady of Sorrows has been a beacon of hope and a spiritual home to faithful Catholic families in the area. Our parish is a beautiful place of worship, ministry and outreach, offering many diverse programs to our community. I am asking for your input today, as we continue with plans to renovate and restore our aging church for future generations. Some of you may have been contacted in the spring; we have now expanded our plans to include support for the Archdiocesan needs. The enclosed updated “Planning Study Report” outlines both the immediate, necessary renovations required as well as new construction plans to repair, enhance and enlarge our parish structures which includes improving accessibility. The time has come for our focused attention to the church premises – the complete re-wiring of our electrical systems is but one critical component of the required renovations. We also know, too well, how the lack of sufficient meeting spaces has limited our potential ministries; so our plan includes new meeting rooms in the basement. Additional projects are slated to Restore and Renew our parish buildings for seventy more years of service to our community. The Archdiocese of Toronto is an essential partner with us in our ministry and fundraising plans. Cardinal Collins is exploring a diocesan-wide initiative to fund initiatives for: supporting our priests and vocations; reinforcing the faith foundation of our youth, replenishing our physical assets; fostering the new evangelization; and strengthening our social ministries. To accomplish the goals of the parish and the Archdiocese, we must first explore the feasibility of a fundraising campaign to determine the anticipated level of interest and commitment among parishioners. This planning study will compile information and opinions from a broad cross-section of parishioners. M & M International, a fundraising consulting firm with extensive expertise and experience in church fundraising,

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Planning Study Report

Our Lady of Sorrows Parish

has been retained to conduct this study. I invite you to participate in this process through a forty-five minute interview with one of M & M International’s staff. During your interview, you will be asked to comment on the enclosed ‘Planning Study Report’ in preparation for a potential fundraising campaign. This is an information gathering session only and you will not be asked to make a financial contribution. We invite you to read it and we welcome your input and opinions; all responses remain strictly confidential. Please review the enclosed ‘Planning Study Report’ and accept our invitation to participate in this important process. In the coming days and weeks, Rosemary from the parish will call you to arrange a confidential meeting at your convenience. With your help, we will gain a better understanding of the support for the needs of both Our Lady of Sorrows Parish and the Archdiocese of Toronto. We ask for your encouragement, support and prayers. Yours in Christ,

Father Nino Cavoto Pastor Booking Your Confidential Interview Interviews will take place at the church (or at a convenient place for you) between 8:30 am and 8:45 pm. M&M will be available to conduct the interviews from November 19 – 30th as required. Rosemary at the parish office will arrange an appointment for your interview. What you can do Step #1 Let us know the two best times and days for your interview. You can
a) call Rosemary at the parish office 416 231 6016 or b) email her at olosorrows@bellnet.ca. However, we cannot guarantee your appointment for that time.

either:

Step #2 Rosemary will call or email you to confirm your appointment. Step #3 Please read the OLS Planning Study Plan before your interview. Thank you and God bless you. Church Fundraising Specialists www.mminternational.ca

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

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Planning Study Report

Our Lady of Sorrows Parish

APPENDIX D – CASE FOR SUPPORT
Restore, Renew, Rejoice!

Our Lady of Sorrows – Planning Study Report NOVEMBER 2012

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

Church Fundraising Specialists www.mminternational.ca

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Planning Study Report

Our Lady of Sorrows Parish

Highlights In 1940 construction of Our Lady of Sorrows Church started in the Archdiocese of Toronto. Since then, parishioners have gathered in increasing numbers to worship. In March 2010, the church commissioned a professional Building Condition Assessment. The resulting report identified certain building areas that required immediate attention, including:
a complete electrical upgrade to meet building code substantial lighting improvements window and door repairs repair to flat roofs and handicap lift significant renovations to Parish Hall due to water damage

In view of the preceding, Parish leadership has met with Archdiocesan staff, Larkin Architects, the Pastoral Advisory Committee and the Building Committee. They have considered pressing current as well as future needs, and created a Renewal plan which includes:
a new elevator to replace the aging and inadequate handicap lift and a barrier-free side entrance on Cliveden to all levels of the church additional meeting and storage space updated, accessible washrooms renewal of sanctuary flooring

The Archdiocese of Toronto is exploring a diocesan-wide campaign to fund initiatives:
supporting our priests forming our youth enhancing our physical assets fostering evangelization strengthening our social ministries. The Archdiocese is still determining its campaign’s financial target. Given the range it is assessing, Our Lady of Sorrows portion would be up to $1,700,000.

Total estimated costs OLS Restoration and Renewal Archdiocesan plans Campaign Total Your Support

$3.0M $1.7M $4.7M

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

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The parish must raise funds to restore and renew the church and support the wider ministries of our Archdiocese. We are conducting this Planning Study to determine the parish’s support for this combined plan.

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Our Lady of Sorrows Parish

Our Community of Faith Our Lady of Sorrows parish was established in December 1940 by Cardinal McGuigan and Pastor Father Gregory Kelly to meet the growing needs of the Catholic community in Etobicoke. 2010 saw our Parish celebrate its 70th anniversary, and we look forward to another seventy years of continued worship and service. As Father Cavoto states, “The communal worship of God remains the core principle of our parish; celebrating the liturgy and worshipping together are the foundation upon which our daily lives are built.” Stemming from this, our Pastor’s Advisory Committee (PAC) arrived at four key tenets against which all our parish decisions are measured:
1) 2) 3) 4) increase the spiritual well-being of all parishioners, build on our sense of community, enhance communication and manage the parish premises.

The first, second and third of these goals are met through a myriad of ministries and activities as we Rejoice together. The ShareLife Committee organizes our annual Pancake Tuesday and Fashion Shows, and our choir hosts the annual “Out of the Cold” concert, bringing together area choirs in a fundraising event for the homeless here in our community. Our vibrant youth ministry organizes fund-raising dinners and community gatherings, and our “shut-in” program delivers the Eucharist to the elderly, as well as celebrating Mass monthly at the Kingsway Seniors residence. Our parish is heralded for its strong leadership, sound financial management and for its welcoming of other religious groups to activities at our church. Our parish community is growing, 6% over the last two years alone, and our parishioners now number over 3,000 registered families. Our parishioners’ contributions of time, talent and treasure have made Our Lady of Sorrows the exciting, vibrant parish it is today. Our fourth objective, the parish premises, must be Restored and Renewed immediately to ensure our spiritual home meets the growing needs in worship and ministry well into the future. At Our Lady of Sorrows, our beautiful, historic church is showing its years of service to our community. In March 2010, a thorough Building Condition Assessment was conducted. Although the building exterior and main floor building interior are in relatively good condition, several areas require immediate attention. It is the parish leadership’s plan to initiate this urgent Restoration work as soon as possible:
The electrical system – a complete upgrade of all wiring is urgently required to meet building code and to prevent a fire emergency. Lighting upgrade will bring much-needed visibility to both our choirs and congregations. Church windows need repair over the next few years to prevent further deterioration. The flat roofs of the original Church require replacement over the next few years. The wonderful music ministry will be protected by ensuring that the necessary organ cleaning and repairs are conducted.

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

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a new elevator, to replace the failing and inadequate lift, and provide ease of transport for wheelchairs and strollers a new side entrance, on Cliveden, to ensure we have a barrier-free entrance with sufficient space for welcoming all parishioners and newcomers.

The estimated cost for these items, including a contingency budget, is approximately $2,225,000. A healthy community life simply must be accompanied by the required space and place for all, that which demonstrates a community of interacting members. Due to the necessity of the urgent repairs described above, it was prudent to evaluate all of the current and future needs of the parish. The following Renewal plan was developed over many months by the parish leadership to meet parish and community needs. Some of the highlights include:
an accessible washroom on the lower level two meeting rooms on the lower level for our many programs and additional required storage space (Please see diagram at back) removal of carpeting in sacristy and refurbishing of the floor a possible roof top garden to allow for a tranquil “green” space or a potential prayer garden to maintain the aesthetic appearance of the community

The cost for these construction projects, including a contingency budget, is approximately $775,000.

Restore - Building Condition Report (2010)
1 2 3 4 5 6 Architecture - Basement (lighting, ceiling, repainting, lowering aisle floors, storage area); Exterior and Nave/main floor Electrical - Infrastructure (incl. fire alarm and emergency lighting); New lighting Nave Flat Roof Repairs Organ - cleaning and repairs

Cost Estimates
$340,000 $365,000 $30,000 $60,000 $795,000 $120,000 $865,000 $445,000

Total Building Condition Report
New Elevator to replace lift (new construction) New barrier free side entrance on Cliveden Contingency (25%)

Total Urgent Building Repairs and Maintenance

$2,225,000

Renew - New Construction - East side
1 2 3 4 Accessible washroom on lower level Roof top garden / green space Additional meeting and storage space - lower level Removal of carpet in sanctuary, refurbish floor and doors $330,000 $230,000 $150,000

Total New Construction (contingency included)

$775,000

Total Plans of Our Lady of Sorrows
Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

$3,000,000
Church Fundraising Specialists www.mminternational.ca

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$120,000

Planning Study Report

Our Lady of Sorrows Parish

Our parish family is part of a wider family, the Archdiocese of Toronto. In addition to achieving our parish objectives, we are collaborating with our Archdiocese to help support its significant priorities.

Our Challenge - Together
The Archdiocese of Toronto has been examining the benefits of a diocesan-wide capital campaign. As partners in the mission and ministry of the Archdiocese, Our Lady of Sorrows, will be participating in this new fundraising effort. Our parish would support the broader mission of the Archdiocese and fund the projects below as part of the Restore, Renew and Rejoice financial initiative. The Archdiocesan program seeks to raise up to $1,700,000 at Our Lady of Sorrows, as our share of the wider diocesan initiative, for the following:
• Supporting our priests. Like Our Lady of Sorrows, our parishes are blessed with faithful and hardworking pastors and associates who tend to the Church’s flock. Through parishioners’ generosity we have created The Shepherds’ Trust which helps our priests in retirement. We need more to ensure that we are adequately funded to carry out this responsibility. St Augustine’s Seminary and the Office for Vocations require enhanced funding to carry out our mission of developing future priests and to support seminarians in need. Forming our youth. We need to help our youth and young adults in their faith formation so that they can contribute and build our Church and Archdiocese in the future. In our secular age, this task is even more important and more difficult. Funds are required to strengthen the parish-based catechetical education we provide to our children, youth ministries at our parishes, and campus chaplaincies at our post-secondary institutions. We are also seeking to strengthen family life – the foundation for faith formation of our youth. Enhancing our physical assets. Many parishes across the Archdiocese face daunting renovation expenditures and we need to help those communities lacking the financial base to carry them out. Our mother church, St Michael’s Cathedral in the heart of Canada’s most vibrant city is in special need of funds. We also require funds to help new parishes finance land acquisition and church construction. Fostering evangelization. The Catholic Church throughout the world has currently embraced a “Year of Faith”, a journey to re-evangelize the faithful and all people of God. To extend this renewal beyond a single year, in the Archdiocese of Toronto, we have ambitious plans to develop a Centre for the New Evangelization adjacent to St. Michael’s Cathedral that will reach out with words and deeds to the world through a greater media presence, space for meeting, dialogue and events in addition to strengthening our outreach to the marginalized. We will also embrace this renewed evangelization mission through new media and social communications, spreading the gospel message in parishes throughout our Archdiocese and to the public square.

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

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Our Lady of Sorrows Parish

Strengthening our social ministries. Each of us is called to be in the hands of Christ in our community. The poor present an opportunity for us to model the example of Jesus in caring for the marginalized. We have done much through ShareLife and the outreach of the Church and our parish communities. Yet more can be done, especially through parish-based programs to assist refugees, the sick, and the elderly. We need to strengthen and support the involvement of our families in living out the inherent dignity of the human person and on respect for human life.

In summary, two thirds of the funds raised in the Archdiocesan capital campaign will be directed to parish-based initiatives and one third to Archdiocesan initiatives. The estimated amount of Our Lady of Sorrows’ share for the Archdiocesan campaign is up to $1,700,000.

Our Faithful Response
In collaboration with the architect and the Building Committee, we have determined that it will cost approximately $3.0 million to undertake the proposed renovations and construction plans for our parish. Our parish’s share of the Archdiocesan campaign which is up to $1.7 million, will make our fundraising goal $4.7 million. It is imperative that we renovate and enhance our building as our parish’s ministry grows and expands. As leaders in the Archdiocese, we also want to support the many plans of our diocesan family. As we explore the feasibility of a fundraising campaign to support the renovations of our spiritual home and the needs of our Archdiocese, we invite your perspectives on these plans and your advice on how best to proceed with our mission. Jesus asks us a most defining question in the NOW: "Who do you say I am?" Are we a faith community that takes up the challenge laid before us - to keep ourselves vital and alive for future generations? Will our Restoration and Renewal projects express a theology of openness and invitation to the world, confident in the future, putting into action the gospel that will always challenge and inspire us? Let us RESTORE, RENEW and REJOICE together.

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

Church Fundraising Specialists www.mminternational.ca

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Planning Study Report

Our Lady of Sorrows Parish

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

Church Fundraising Specialists www.mminternational.ca

Page

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Planning Study Report

Our Lady of Sorrows Parish

Ministry & Money International 15 MacNaughton Rd., Toronto, ON M4G 3H3 416.487.7675

Church Fundraising Specialists www.mminternational.ca

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