Location: Hanover AB
Handouts:
Diocesan Stewardship and Development Team: How to Maximize Its Effectiveness
Update on the Services Provided by the Office of Development
This session will focus on diocesan team effectiveness from the experiences of the three seasoned diocesan panelists. The session is perfect for new diocesan staff members (1-3 years) and panelists will share what has worked well for them as they strive to balance the teaching of the spirituality of stewardship with the work of development in their respective dioceses.
Speaker: Patrick Grace
Executive Director
Catholic Community Foundation
Cleveland, Ohio
Speaker: Jim Kelley
Director of Development
Diocese of Charlotte, North Carolina
Speaker: Renee Underwood
Associate Director of the Advancement
Foundation
Diocese of Fort Worth, Texas
Moderator: Marta Sweeney
Director of Donor Relations, Annual Giving
The Catholic Foundation of Central Florida, Inc.
Orlando, Florida
Patrick Grace is the executive director of Catholic Community Foundation (CCF) in Cleveland, Ohio, a position he has held since 2007. His current responsibilities include oversight, direction and management of all diocesan advancement and stewardship initiatives for the Diocese of Cleveland. In addition to raising nearly $21 million annually via annual appeals, major and special gift efforts, CCF manages a $123 million investment portfolio and its related distribution processes on behalf of the diocese and its 187 parishes. Before joining the diocese in 1995, Mr. Grace worked for Community Counselling Service, a national fundraising and public relations consultant firm. In addition to his work with the diocese, Mr. Grace is a member of the Association of Fundraising Professionals and the ICSC board of directors. He is a past president of Marquette University’s Northeast Ohio alumni association and is a member of the St. Luke Parish Finance Council in Lakewood, Ohio, where he, his wife and three children are members.
Jim Kelley is the director of development for the Diocese of Charlotte, North Carolina. He is responsible for managing the office which operates the Diocesan Support Appeal; assists parishes with stewardship efforts and capital campaigns; assists Catholic school development efforts; directs development efforts for Catholic Charities and Campus Ministry; operates annual appeals for priests’ retirement, seminarians and the Eucharistic Congress; directs the planned giving and leadership gifts programs; and writes grants. Mr. Kelley is also the executive director of the Foundation of the Diocese of Charlotte. He is the author of Stewardship Manual: A Guide for Individuals and Parishes Developing Stewardship as a Way of Life and the book Sustaining and Strengthening Stewardship. He is the co-author and co-editor of Stewardship: Disciples Respond – A Practical Guide for Pastoral Leaders and The Children’s Stewardship Manual, both publications of ICSC. He was a member of the committee that organized and produced the newest ICSC publication Keeping Stewardship Alive: Proven Stewardship Ideas. He served on the ICSC board of directors from 1994 to 2000 and was vice president of the board from 1997 to 2000. He was appointed to the ICSC board again in November 2006 and was elected president in May 2007, serving until May 2011. Mr. Kelley was a member of the ICSC stewardship education committee from 1994 to 2006 and served two terms as chairperson of the committee. He chaired the ICSC planned giving/foundation advisory team from 2002 to 2007. Mr. Kelley has been a regular speaker at ICSC conferences, the ICSC institutes and at over 125 diocesan stewardship days in North America and overseas. He was the 2000 recipient of the Bishop Connare Award from ICSC. He co-chaired the 2007 ICSC Miami conference planning committee. Mr. Kelley has significant board experience having chaired 27 nonprofit boards over the last 20 years. He is a Knight of Malta and holds a bachelor’s degree from Yale University.
Renée Underwood has served in stewardship, development and Catholic foundation management roles for dioceses since 2009. She currently has responsibility for annual and planned giving for the Diocese of Fort Worth as associate director of its Advancement Foundation. A current board member of ICSC representing Region X, she has extensive experience in leading high performing teams. Prior to her nonprofit career, she served in advertising, marketing and executive management roles. Ms. Underwood holds a bachelor’s degree from Texas Tech University, an MBA from The University of Texas at Dallas and has completed additional graduate studies toward a master’s degree in pastoral studies from Loyola University New Orleans. Ms. Underwood is a widow, a mother and grandmother. She is a spiritual director, a Lady of the Equestrian Order of the Holy Sepulchre of Jerusalem and a Lay Dominican.