The Client
Catholic United Financial is a not-for-profit financial services organization (fraternal benefit society) with a nearly 150-year history of providing banking, retirement and financial planning support for their members. It connects people of faith, protects futures, and supports parishes, schools and communities.
The Services
The Goal
Catholic United Financial’s Board of Directors voted unanimously to recommend its merger with Milwaukee-based Trusted Fraternal Life. But in order for the merger to happen, they needed a supermajority of their Triennial Conference delegates to ratify the proposal.
Catholic United Financial has a rich history and strong traditions of local volunteerism and grassroots governance; therefore, organizational change is not automatically embraced. Goff Public stepped in to develop and implement a comprehensive communications and engagement strategy to educate Catholic United Financial’s members and delegates about the merger proposal and earn their support.
We worked with the client to develop a strategic plan that included:
- Key messages and Q&As to ensure consistent communications while being responsive to questions from members, employees and delegates
- Emails, mailings, phone calls and listening sessions to reach members and earn delegates’ support for the merger proposal
- Videos featuring Catholic United Financial and Trusted Fraternal Life leaders advocating for and educating on the merger proposal
With the help of Goff Public, Catholic United Financial’s leaders were able to reach all of their delegates in multiple ways with relevant, clearly framed messages about the merger proposal and its benefits. Ultimately, the delegates approved the merger proposal with a decisive margin.
137-6
Passing margin for the merger
View More Case Studies
