The Opportunity
The Problem
The Archdiocese of Dubuque’s Journey in Faith initiative is restructuring parishes across the archdiocese. The publicly reported numbers tell the story:
- Mass attendance down 46% since 2006
- Catholic marriages down 57% since 2006
- Infant baptisms down 22% since 2006
- 85 active priests serving ~1 priest per 1.88 parishes — projected to drop to 55 by 2040
- New pastorates and priest assignments announced April 11, 2026
- Official parish mergers begin 2027
As parishes consolidate, the surviving communities will need new funding models that don’t depend solely on traditional tithing.
Sources: Journey in Faith — dbqjourneyinfaith.org • KCRG • Telegraph Herald
The Insight
Most Catholic parishioners age 73+ are already taking Required Minimum Distributions (RMDs) from their IRAs — and those born after 1960 will start at age 75. That money gets taxed as ordinary income. But a Qualified Charitable Distribution (QCD) — available starting at age 70½ — lets them redirect up to $111,000/year (2026, indexed) directly to their parish — tax-free. The money was leaving the IRA anyway. The only question is whether the IRS gets it or the church does.
That’s not a pitch. That’s a rescue.
The Vision
#FundYourFAITH is a turn-key charitable giving program that RPI builds once and deploys to every Catholic parish in the region. Endorsed by the parish, brought to market through Catholic Order of Foresters (CoF), and powered by RPI’s financial strategy — specifically the CHARITY pillar of RPI Engage Legacy™.
The program teaches parishioners how to give more — without spending more — by redirecting tax-obligated distributions into charitable vehicles. Every dollar that would have gone to the IRS goes to the church instead.
The Four Pillars
Four strategies, one program. Each pillar is a different way to redirect existing assets toward the church — no new money required from the parishioner.
Charitable RMD
Qualified Charitable Distribution — redirect IRA distributions directly to the parish, tax-free. Available at 70½+. Up to $111K/year (2026).
RMD Maximization
Strategic planning to maximize charitable giving capacity across all retirement accounts. Optimize which sources fund QCDs, sequence income draws, and direct the maximum amount to the parish tax-free.
Charitable Remainder Trusts
Transfer appreciated assets to a CRT — receive income for life, partial tax deduction now, remainder goes to the parish at the end. Higher-dollar strategy.
Recognition
Donor recognition programs that celebrate parishioner generosity. Bulletin acknowledgments, annual giving reports, memorial naming opportunities.
How Each Pillar Works
Pillar 1: Charitable RMD (QCD)
| Element | Detail |
|---|---|
| QCD eligibility | IRA owner, age 70½ or older (unchanged by SECURE Act 2.0) |
| RMD requirement | Age 73 (born 1951–1959) or age 75 (born 1960+, effective 2033) |
| Annual limit | $111,000 per person (2026, indexed annually per SECURE Act 2.0) |
| Tax treatment | NOT included in taxable income. Satisfies RMD requirement. |
| Transfer method | Direct from IRA custodian to qualifying 501(c)(3) (the parish) |
| Out-of-pocket cost | $0 — for those 73+, this is money they were required to withdraw anyway |
| The 70½–72 gap | Parishioners can QCD before RMDs start — reducing their IRA balance and future RMDs |
| Key selling point | “The IRS gets it or the church gets it. You choose.” |
Pillar 2: RMD Maximization
| Element | Detail |
|---|---|
| What it is | Strategic planning to maximize charitable giving capacity by optimizing which accounts fund QCDs and how income is sequenced across retirement sources |
| Who benefits | Parishioners with multiple retirement accounts, high RMDs, or excess income they don’t need |
| RPI’s role | Financial analysis — which accounts to draw from, when, and how to direct the maximum amount to the parish tax-free |
| Reference case | Dennis Holbach — the gold-standard example of IRA Maximization at RPI. Ask JDM for details. |
| Key selling point | “Give more to the church and pay less in taxes — simultaneously.” |
Pillar 3: Charitable Remainder Trusts (CRT)
| Element | Detail |
|---|---|
| What it is | Irrevocable trust: donor transfers assets, receives income stream for life, remainder goes to parish |
| Tax benefit | Immediate partial tax deduction + capital gains avoidance on appreciated assets |
| Ideal for | Higher-net-worth parishioners with appreciated stock, real estate, or large IRAs |
| Minimum practical size | ~$100K+ (legal/admin costs make smaller trusts inefficient) |
| SECURE Act 2.0 bonus | NEW: One-time QCD of up to $55,000 (2026) to fund a CRT or Charitable Gift Annuity — separate from the annual $111K limit |
| Key selling point | “Income for you today. A legacy for your church forever.” |
Pillar 4: Recognition for Your Support
| Element | Detail |
|---|---|
| What it is | Formalized donor recognition program at the parish level |
| Formats | Bulletin acknowledgments, annual giving reports, memorial plaques, named spaces, event recognition |
| Why it matters | Giving is contagious when it’s visible. Recognition creates social proof and inspires others. |
| Key selling point | “Your generosity deserves to be celebrated — and it inspires others to follow.” |
The CoF Differentiator: Fraternal Legacy Rider
Free 5% Death Benefit — Paid Directly to the Parish
This is why CoF is the only carrier for #FundYourFAITH. No secular carrier has anything like this.
| Feature | Detail |
|---|---|
| What it is | The Fraternal Legacy Rider — a free rider on every CoF policy with $50K+ face amount |
| What it does | Adds an additional 5% death benefit payable directly to the Catholic charity of the policyholder’s choice |
| Cost | $0 — it’s a fraternal benefit, not an insurance add-on. Built into CoF’s mission as a Catholic fraternal benefit society. |
| Max charitable payout | $250,000 per policy |
| Multiple beneficiaries | Yes — can name multiple Catholic charities |
| Eligibility | Charity must be a 501(c)(3) consistent with Catholic teaching |
What this means for #FundYourFAITH: Every policy written through the program automatically generates a bonus charitable gift to the parish — at zero cost to the parishioner or the church. On the Holbach case, that’s the difference between $553K and $580K. Found money. Built into the carrier’s DNA.
The seminar line: “The insurance carrier itself gives your church an extra 5% on top of every death benefit — for free. It’s not a sales gimmick. It’s built into their mission as a Catholic organization. That’s why we partner with them.”
Proof of Concept: The Church-as-Owner Structure
Anonymized reference case. This structure is already in-flight at RPI — #FundYourFAITH is the productized version.
Case Profile
| Element | Detail |
|---|---|
| Client | 76-year-old male, high income, devout Catholic parishioner |
| Goal | Leave $1,000,000 to his Catholic church upon death |
| Existing assets | Two annuity accounts at North American Company (NAC) — one IRA ($200K+), one non-qualified ($217K+) — generating Guaranteed Minimum Income Benefits (GMIBs) |
| Strategy | Use GMIB distributions to fund a CoF life insurance policy owned by the church |
The Structure (All 4 Pillars in Action)
| # | Pillar | How It Applies |
|---|---|---|
| 1 | Charitable RMD | IRA GMIB distributions sent directly to the church as QCD — ~$10K/year RMD portion is tax-free under QCD rules. Additional $7K as charitable gift = full $17K distribution tax-free. |
| 2 | RMD Maximization | Both IRA and NQ annuity distributions routed through the church to maximize the premium going to CoF ($35K/year combined). Strategic sequencing across qualified and non-qualified accounts. |
| 3 | Legacy Vehicle | CoF whole life policy: church is owner + beneficiary, client is insured, church is payor (from the distributions it receives). $553K face + Fraternal Legacy Rider (free 5%) = $580K in CoF death benefit. The extra $27K is a fraternal gift — zero cost to anyone. Combined with remaining NAC account values = cumulative $1MM+ death benefit on day one. |
| 4 | Recognition | A parishioner leaving $1MM to his church. That’s the story that fills the seminar room. That’s the social proof that inspires other parishioners to ask “could I do something like that?” |
The Key Mechanism: Church-as-Owner
(IRA + NQ)
$35K/year combined
(QCD portion tax-free)
to CoF ($35K/year)
$580K+ DB to Church
Result: Client’s RMDs and annuity income — money he doesn’t need — become a $1MM legacy gift to his church. He pays zero tax on the QCD portion. The church pays zero tax on the life insurance death benefit. The IRS gets none of it.
Death Benefit Projection
| Scenario | Cumulative Church Death Benefit |
|---|---|
| Dies tomorrow | ~$1,000,000 (CoF policy + NAC account values) |
| Dies in 15 years (age ~91) | ~$900,000 (CoF steady, NAC dwindling as distributions continue) |
| Lives to 100 | ~$700,000 (CoF still paying, NAC largely distributed) |
The takeaway for the seminar: “Even if this parishioner lives to 100, his church still receives $700,000. If he passes sooner, it’s over a million. The money was leaving his accounts regardless — the only question was where it went.”
The B2B2C Model
Three partners, one program. Each layer does what it does best. The parish endorses. CoF provides the product. RPI provides the strategy and marketing engine.
Parish
Endorsement layer. The parish endorses the program from the pulpit, in the bulletin, and at events. Parishioners trust their parish — not a financial firm they’ve never heard of. The endorsement IS the distribution channel.
Catholic Order of Foresters
Product layer. Catholic fraternal benefit society and life insurance carrier. Already in RPI’s system. Life insurance for legacy vehicles, annuities for CRT income streams, and brand credibility within Catholic communities. Exclusive: Fraternal Legacy Rider adds a free 5% death benefit to every policy, paid directly to the parish.
Retirement Protectors, Inc.
Strategy + execution layer. Financial analysis, charitable giving strategy, client onboarding, proactive service. Plus the entire marketing engine: website, calculators, brochures, seminars, bulletin content. Powered by RPI means the machine runs behind the scenes.
How It Flows
endorses in bulletin
attends seminar / visits site
runs Discovery meeting
builds A+R with CoF products
gives to parish tax-free
That flow IS the RPI 4-Step Methodology applied to #FundYourFAITH: Discovery → Analysis + Recommendation → Implementation → Proactive Service Model™
Why This Model Wins
| Challenge | #FundYourFAITH Solution |
|---|---|
| Parishes don’t know financial strategy | They don’t need to — RPI handles everything behind the endorsement |
| Parishioners don’t trust cold financial pitches | The parish IS the trust layer — they’re hearing it from their priest, not a salesman |
| CoF needs distribution beyond direct sales | Parish endorsement IS the distribution channel CoF doesn’t have on its own |
| No secular carrier gives free charitable benefits | CoF’s Fraternal Legacy Rider adds 5% death benefit to the parish for free — no other carrier can match this. It’s the moat. |
| RPI needs deal flow in the Legacy market | Every parish is a pipeline of 70½+ IRA holders — and the CHARITY pillar of Engage Legacy™ is purpose-built for this |
| Churches are consolidating and losing revenue | #FundYourFAITH turns a crisis into a funding source that doesn’t depend on traditional tithing |
Scalability
Build once. Deploy to every parish. The program is the same everywhere — only the parish name, local contacts, and demographic specifics change. Every agency Matt brings in via DAVID/SENTINEL can offer #FundYourFAITH to their local Catholic communities on Day 1.
- Dubuque diocese — launch market (Saturday timing)
- Iowa statewide — immediate expansion after Dubuque proof-of-concept
- Regional — every diocese facing the same consolidation crisis
- National — via DAVID/SENTINEL agency partnerships
The Marketing Stack
Seven channels, one message. Build the #FundYourFAITH message once. Deliver it through every channel the parish already uses — plus the ones RPI builds for them.
| Channel | Format | Tool | Example |
|---|---|---|---|
| Bulletin Insert | Quarter-page or half-page print insert | Canva → PDF | Weekly parish bulletin — the #1 communication channel to parishioners |
| Seminars | In-person parish hall presentation | Google Slides + Canva | 60-min “Fund Your Faith” workshop after Saturday Mass |
| Webinars | Virtual presentation | Google Meet + Slides | For parishioners who can’t attend in person |
| Brochures | Tri-fold print + digital PDF | Canva → PDF + Portal | Leave-behind at seminars, available in vestibule |
| HTML email campaign | C3 + SendGrid | Post-seminar follow-up sequence — 3-email drip | |
| Website | Branded landing page(s) | WordPress + Elementor | fundyourfaith.retireprotected.com — calculators, program overview, booking |
| Social / Video | 60-sec explainer videos | Veo 3.1 + Canva | “Did you know your RMD could fund your church?” social clips |
The Bulletin Blurb (v1 — Immediate)
Draft for Shane to hand to the parish bulletin coordinator. Tone: warm, faith-forward, zero financial jargon.
#FundYourFAITH — A New Way to Give
Did you know you may be able to support our parish using money you’re already required to withdraw from your retirement accounts — without paying taxes on it?
It’s called a Qualified Charitable Distribution (QCD), and if you’re 70½ or older with an IRA, you may be eligible to redirect up to $111,000 per year directly to [Parish Name] — completely tax-free. If you’re 73 or older, it can even satisfy your Required Minimum Distribution.
To learn more about how your retirement savings can strengthen our parish community, contact [Name] at [Phone] or visit [URL].
Brought to you in partnership with Catholic Order of Foresters and Retirement Protectors, Inc.
Compliance note: This blurb describes a general tax strategy, not a specific product recommendation. No carrier names, no rate promises, no guarantees. Parish-safe. Final compliance review by JDM before distribution.
Seminar Deck Outline
- Welcome + Parish Endorsement — Pastor or parish council member introduces the program (2 min)
- The Opportunity — “Your RMD could fund your faith” — plain-language QCD explanation (10 min)
- The Four Pillars — Charitable RMD, RMD Maximization, CRTs, Recognition (15 min)
- Calculator Demo — “What could OUR parish generate?” live calculator on screen (5 min)
- Individual Examples — 3 scenarios (modest IRA, mid-range, high-net-worth) — anonymized. Include the Church-as-Owner structure from the proof-of-concept case as the high-net-worth example. (10 min)
- Q&A — open floor (15 min)
- Next Steps — individual consultations, sign-up sheet, brochure handout (3 min)
Total runtime: ~60 minutes. Works as post-Mass Saturday session or standalone weeknight event.
FYF-002: Parish Coordinator Talking Points
For Shane. Use these when introducing #FundYourFAITH to the parish coordinator or pastor. Keep it simple — they don’t need to understand QCDs or CRTs. They need to understand what the program does for their church.
What to Say
The Opening (30 seconds)
“We’ve built a program called #FundYourFAITH that helps parishioners give more to the church — without spending any more money out of pocket. It works by redirecting retirement distributions that would otherwise go to the IRS. The church receives the funds tax-free. We handle all the financial strategy. All the parish needs to do is endorse the program.”
The Proof Point
“We’re already doing this with a parishioner right now. He’s on track to leave over $1 million to his Catholic church through this exact structure — funded entirely from retirement account distributions he was already required to take. Zero additional cost to him.”
The Ask
“All we need from the parish is three things:
- A short blurb in the bulletin — we’ve written it, you just drop it in
- Permission to host a 60-minute workshop after Saturday Mass or on a weeknight
- A point of contact at the parish who can coordinate scheduling
“We handle everything else — the materials, the presentation, the individual consultations, and all the financial work. The parish just opens the door.”
If They Ask “What’s In It for You?”
“We’re a financial services firm. When parishioners want help implementing the strategies we present, we earn our fees the same way any advisor does. But the information is free, the workshop is free, and the parish receives every dollar of the charitable distributions directly. We’re partnered with Catholic Order of Foresters, who provides the insurance products — they’re a Catholic fraternal benefit society, not a Wall Street firm.”
What NOT to Say
- Don’t use financial jargon. No “QCDs,” no “1035 exchanges,” no “GMIBs.” The parish coordinator doesn’t need to understand the mechanics. “Retirement distributions redirected to the church, tax-free” is the entire pitch.
- Don’t promise specific dollar amounts. Say “over $1 million” for the proof point, not “$1,034,287.” Specificity sounds like a sales pitch. Round numbers sound like a story.
- Don’t position it as insurance sales. It’s a charitable giving program. The insurance is the vehicle, not the product. The product is “more money for your church.”
- Don’t rush the ask. If the coordinator needs to talk to the pastor or the finance committee, that’s fine. Leave the bulletin blurb and the brochure. Let it breathe.
- Don’t bring up the church-as-owner structure yet. That’s a Phase 2 conversation for after the first seminar, when specific parishioners are engaged. It’s the close, not the opener.
Leave-Behind Materials
- Bulletin blurb (print-ready text — see above in this tab)
- #FundYourFAITH brochure (when available — Phase 2, FYF-006)
- Your card with a handwritten note: “Happy to answer any questions. No pressure, no timeline.”
Compliance note: Do not leave carrier-specific materials (CoF illustrations, product brochures) with the parish coordinator. Those are for individual parishioner consultations, not the endorsement conversation.
Two Calculators, Two Audiences
The calculators are the viral engine of #FundYourFAITH. The parish calculator shows the pastor what’s possible. The individual calculator shows each parishioner what’s possible for THEM. Both drive conversion.
Calculator 1: Parish Potential
“What could our parish generate?”
Audience: Pastors, parish council, finance committees. Used in the pitch to get parish endorsement.
Inputs
| Field | Type | Default / Example |
|---|---|---|
| Number of registered parishioners | Number | 500 |
| Estimated % age 70½+ (QCD eligible) | Slider (10-60%) | 25% |
| Estimated % with IRAs | Slider (20-80%) | 50% |
| Average IRA balance | Currency | $150,000 |
| Average QCD participation rate | Slider (10-50%) | 20% |
| Average QCD gift per participant | Currency | $5,000 |
Outputs
| Metric | Calculation | Example Result |
|---|---|---|
| QCD-eligible parishioners | Total × % 70½+ × % with IRAs | 63 |
| Projected participants | Eligible × participation rate | 13 |
| Annual QCD giving to parish | Participants × avg gift | $65,000 / year |
| 5-year projection | Annual × 5 (with modest growth) | $350,000+ |
The hook: “That’s $65,000 a year your parish could receive — from money your parishioners were already required to withdraw. No new fundraising. No guilt. Just strategy.”
Calculator 2: Individual Capacity
“How much could I give — without it costing me anything?”
Audience: Individual parishioners. Used on the website and at seminars. Drives discovery meeting bookings.
Inputs
| Field | Type | Default / Example |
|---|---|---|
| Age | Number | 73 |
| Total IRA balance | Currency | $200,000 |
| Filing status | Select (Single / MFJ) | MFJ |
| Current marginal tax rate | Auto-calculated or select | 22% |
| Do you take your full RMD each year? | Yes / No | Yes |
| How much do you currently give to your parish annually? | Currency | $2,000 |
Outputs
| Metric | Calculation | Example Result |
|---|---|---|
| Your RMD this year (age 73+) | IRA balance ÷ IRS Uniform Lifetime Table factor | $7,874 |
| Tax on your RMD (current path) | RMD × marginal rate | $1,732 |
| If you QCD your full RMD to parish | RMD amount, tax-free (max $111K/year) | $7,874 to your church |
| Tax savings vs. taking RMD as income | Tax on RMD avoided | $1,732 saved |
| Net increase in giving vs. current | QCD − current giving | $5,874 more to your parish |
The hook: “You’re already giving $2,000 a year out of pocket. With a QCD, you could give almost $8,000 — and save $1,700 in taxes. Your parish gets more, you pay less. Everyone wins.”
Technical Implementation
| Element | Approach |
|---|---|
| Hosting | WordPress page on retireprotected.com (or subdomain: fundyourfaith.retireprotected.com) |
| Calculator engine | Client-side JavaScript — no server calls, no PHI, instant results |
| RMD table | IRS Uniform Lifetime Table (Publication 590-B) — baked into JS |
| Mobile | Fully responsive — parishioners will use this on phones after hearing about it at Mass |
| CTA at bottom | “Ready to learn more? Schedule a free consultation.” → books RPI discovery meeting |
Rollout Phases
Four phases. Each one builds on the last. Phase 1 catches the Saturday wave. Phase 4 goes national.
Bulletin Blurb + Program Framework
Goal: Get #FundYourFAITH into Shane’s hands before the Saturday reorganization announcement.
- Finalize bulletin blurb copy (see Marketing tab — v1 draft ready)
- Shane delivers to parish bulletin coordinator
- This Discovery Doc serves as the program overview for Shane & JDM
- Identify first parish target (Shane’s connection)
Deliverables: Bulletin blurb (print-ready text), Discovery Doc (this document), initial parish intro talking points for Shane.
Collateral + First Seminar
Goal: Full marketing materials built and first parish seminar scheduled.
- Tri-fold brochure designed in Canva (print + digital PDF)
- Seminar slide deck (Google Slides, branded #FundYourFAITH)
- 3-email post-seminar follow-up sequence in C3
- First seminar scheduled at Shane’s parish connection
- CoF partnership formalized — product menu for #FundYourFAITH (which policies, which annuities)
Deliverables: Brochure (PDF), slide deck, email sequence, CoF product menu, seminar booking.
Website + Calculators + Video
Goal: Digital presence live. Calculators driving discovery meeting bookings.
- fundyourfaith.retireprotected.com (or landing page on main site)
- Parish Potential Calculator (live, interactive)
- Individual Capacity Calculator (live, interactive)
- 60-sec explainer video (Veo 3.1) — “Did you know your RMD could fund your church?”
- Social media clips (cut from explainer video)
- First seminar results analyzed — refine pitch based on real parishioner questions
Deliverables: Live website, 2 calculators, explainer video, social clips, post-seminar analysis.
Multi-Parish + DAVID Distribution
Goal: #FundYourFAITH becomes a repeatable program deployable to any parish via DAVID/SENTINEL agency network.
- Parish onboarding kit (turnkey — everything a new parish needs to launch)
- DAVID/SENTINEL integration — partner agencies offer #FundYourFAITH in their markets
- Diocese-level partnerships (pitch to diocesan leadership, not individual parishes)
- National CoF partnership — co-branded materials for all CoF member parishes
- Annual #FundYourFAITH impact report (total giving generated, parishes served, tax savings delivered)
Deliverables: Parish onboarding kit, DAVID playbook, diocese pitch deck, national CoF proposal, impact report template.
Timeline Summary
This Week
Bulletin + Framework
30 Days
Collateral + Seminar
90 Days
Website + Calcs
Expansion
Multi-Parish + DAVID
Brand Architecture: Where #FundYourFAITH Lives
#FundYourFAITH is the CHARITY pillar of RPI Engage Legacy™ applied to a specific vertical: Catholic parishes.
VOLTRON’s tpl.story.engage-legacy story pager already defines the three Legacy pillars: Children • Care • Charity. #FundYourFAITH IS the Charity pillar — productized, branded, and deployed to a market segment that desperately needs it right now.
Pillar Mapping
| Engage Legacy™ Pillar | General Market | #FundYourFAITH Application |
|---|---|---|
| CHILDREN | Heirs, grandchildren, designated people | (Not directly addressed — future expansion: parish scholarship funds for parishioners’ families) |
| CARE | LTC, hybrid life/LTC, self-funded care | (Not directly addressed — future expansion: CoF LTC products for aging parishioners) |
| CHARITY | QCD, DAF, CRT, life insurance to charity | #FundYourFAITH — all four pillars map here |
Engage Legacy™ Vehicle Mapping
| Engage Legacy Vehicle | #FundYourFAITH Pillar | Application |
|---|---|---|
| Qualified Charitable Distributions (QCD from IRA) | Pillar 1: Charitable RMD | Direct IRA → parish, tax-free |
| Charitable Remainder Trusts (CRT) | Pillar 3: CRTs | Income for life + remainder to parish |
| Named beneficiary of Traditional IRA (IRD-free) | Pillar 4: Recognition | Parish as beneficiary — estate gift |
| Life insurance with charity as beneficiary | Pillar 4: Recognition | CoF policy with parish as beneficiary |
| Donor-Advised Funds (DAF) | (Future expansion) | DAF for parishioners who want ongoing giving control |
4-Step Methodology Mapping
The RPI 4-Step Methodology is the backbone of #FundYourFAITH client engagement.
| Step | Methodology | #FundYourFAITH Application |
|---|---|---|
| 1 | Discovery | Parish assessment: demographics, giving history, QCD-eligible parishioners (70½+). Individual: IRA balances, RMD status (73+), current giving. |
| 2 | Analysis + Recommendation | Which pillar(s) fit? QCD only? CRT candidate? What’s the optimal charitable strategy for this parishioner? |
| 3 | Implementation | Set up QCD with IRA custodian, establish CRT if applicable, designate parish as beneficiary on CoF policy. |
| 4 | Proactive Service Model™ | Annual RMD deadline notifications, QCD reminders before tax deadlines, giving impact reports to parishioner + parish. |
Future Verticals
If #FundYourFAITH works for Catholic parishes, the same model applies to:
- Protestant churches — same QCD/CRT mechanics, different endorsement channel
- Synagogues — same mechanics, different community dynamics
- Private Catholic schools — parish-funded schools that depend on congregation support
- Community foundations — local nonprofits with dedicated donor bases
- University alumni associations — QCD to alma mater
The brand stays #FundYourFAITH for religious organizations. A parallel brand (TBD) could serve secular nonprofits. Same engine, different paint job.
CMO Sprint: #FundYourFAITH
Tickets organized by phase. Phase 1 tickets are immediate. Phase 2+ tickets queue behind.
Prefix: FYF-. Owner split: MUSASHI (creative/marketing), VOLTRON (content accuracy/compliance review), JDM (approvals/art direction).
Phase 1 — This Week
Phase 2 — 30 Days
Phase 3 — 90 Days
Phase 4 — Expansion
Sprint Summary
| Phase | Tickets | Timeline | Gate |
|---|---|---|---|
| Phase 1 | FYF-001 through FYF-005 | This week | Bulletin in Shane’s hands before Saturday |
| Phase 2 | FYF-006 through FYF-010 | 30 days | First seminar scheduled + CoF product menu locked |
| Phase 3 | FYF-011 through FYF-016 | 90 days | Website + calculators live + first seminar completed |
| Phase 4 | FYF-017 through FYF-021 | Expansion | Multi-parish deployment + DAVID distribution |