Transcript Developing and Improving K-12 Foundation Fundraising

School Foundations:
Unique Supporters of
your District’s Goals
Heidi Toale, Executive Director
Spencer Community School Foundation
Jim Collogan, Project Director
National School Foundation Association
Abbreviations & Terms
 BOD: Board of Directors of the foundation
 BOE: Board of Education of the school
 ED: Executive Director of the foundation, whether volunteer,
part time, or full time
 GWT: Generational Wealth Transfer
 NPO: Not for profit organizations, foundations are NPO’s
 PMO: Profit making organizations, most businesses exist as
PMO’s
 SF: School foundation
 MD: Major donors
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Value of a K-12 Foundation
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Improves communication with the community
Raises awareness of school and district’s needs
Creates volunteer opportunities
Finds and involves school alumni
Provides alternative funding sources for schools
Marshals community resources for the school
Offers an opportunity for the community to
express its support for the community’s
children…its future
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Does the education foundation focus on
raising student achievement?
NSFA National Survey, Feb. 2007. Presented at AASA in March, 2007
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The Foundation’s Mission
 Mission: In agreement with your school
leader’s (superintendent and/or BOE) plans
for academic improvement
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School-Foundation linkage:
the school’s strategic plans
 Supported Organization
 The School
 Supporting Organization
 The Foundation
Link =
Strategic
Plans
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School-Foundation Linkage
 BOE member(s) sit ex officio on the BOD of
the foundation
 Superintendent or his or her representative
sits ex officio on the BOD
 ED of the BOD meets regularly with school
administration (Super and or BOE)
 Annual report is submitted to the BOE and
Super
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2006 charitable giving
Total = $295.02 billion
Individuals
$222.89
75.6%
Corporations
$12.72
Foundations
4.3%
$36.50
12.4%
Bequests
$22.91
7.8%
Source: Giving USA 2006 Report
Types of recipients of Contributions,
2006
Total = $295.02 billion
International Environment
and animals
affairs
Arts, culture,
$6.60
$11.34
and humanities
2.2%
3.8%
$12.51
4.2%
Public-society
benefit
$21.41
7.3%
Health
$20.22
6.9%
Unallocated
giving
$26.08
8.8%
Foundations
$29.50
10.0%
Religion
$96.82
32.8%
Human
services
$29.56
10.0%
Education
$40.98
13.9%
Source: Giving USA 2006 Report
History of Educational
Philanthropy
 Public Colleges and Universities: (IA, ISU,
UNI) grew tremendously in 70’s and 80’s.
 Community Colleges: (DMACC) grew in 90s.
 School Foundations: Growing in the 2000s
 Started in CA and MI in the early 80’s
 Grew rapidly in low tax support states: FL, TX
 Now resurging everywhere in light of GWT, the
growth of community and family foundations and
increased educational grant opportunities
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Fundraising Sources
50.0
45.0
Urban
40.0
Suburban
35.0
Rural
30.0
25.0
20.0
15.0
10.0
5.0
0.0
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Where are foundation
resources being spent?
90%
86%
80%
70%
65%
60%
49%
50%
40%
30%
23%
22%
20%
20%
10%
0%
Mini grants given
to teachers to
facilitate their
classroom
teaching
Aademic needs
Scholarships
for the district's given to graduates
children
Other
Mini grants given
to teachers to pay
tuition at
w orkshops or
graduate w ork
Capital
expenditures
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Foundation Performance:
National Survey Implications
 The greater the involvement of the BOD, the
more resources raised.
 BOD’s understand their role as donor/investors
first.
 BOD involvement consists of identifying,
cultivating and soliciting for the SF.
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How many people serve on
your board of directors?
50
45
Urban
40
Suburban
35
Rural
30
25
20
15
10
5
0
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5t
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9t
2
1
5
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3
1
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6
2
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1
3
0
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1
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Fundraising Performance:
Survey Implications
 Selling small items is becoming less popular
 Major donor “asks” are becoming more popular
 Planned giving is growing in popularity as the US
faces an aging society.
 More than one third of SF’s (37%) are beginning to
endow funds for future use.
 Some SF’s (17%) have considered or are
considering capital campaigns
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K-12 Foundations Can Improve
Communication with the Community
 Print media: The foundation’s story told through its own
newsletter and local newspapers #1
 Palm Cards in schools and offices #2
 Websites and news-blasts are #3
 Annual reports #4
 Donor letters #5
 In school luncheons, visits etc.
 Rotary, Kiwanis, senior center presentations
 Billboards/RTV
 Phon-a-thon: awakens friends and funds
 Prize patrols, Principal for a day
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Spencer, IA
Enrollment ~ 2,000 pop. ~ 11,500
 Established in 1987
 15 board members plus superintendent and school board
representative
 Meet monthly, Aug. – May for 1 hour - not a minute longer 
 Annual Foundation board retreat for planning and setting goals
 Became active in 2000 with hiring of part-time ED
 Member of NSFA
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Scholarships &
Teach for Excellence Grants
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Scholarships &
Teach for Excellence Grants
•Speakers and authors
•Field trips
•Enhancements for the classroom
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Partnerships
Foundation - School – Business Partnership
Metal Technology at High School
Raised over $75,000
2006 NATIONAL award
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Dream Fulfilled
Kruse Music Endowment
•Marvin and Lucille Kruse established
endowment with Foundation
•Donor designated for music program
and new middle school
•Foundation raised over $102,000 with
match of Kruse funds
•Enhanced and enriched the MS band,
vocal and classrooms – touches every
student and the Spencer community
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Grant Writing
Heidi Toale gathered input from
Spencer’s teachers about what
they would do to enhance and
enrich education in their school.
“I incorporated their comments
into a grant,” she shares. “We
were awarded $400,000. With
that, I get the opportunity to
raise $200,000 to leverage the
grant. We will have a total of
$600,000 to benefit our students
and community!”
Spencer
Community School
Foundation
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Gift to Education
$100,000 Gift to Education
for Smart Boards
Announced to:
 School Board
 Pep Rally
 Teacher In-Service
 Local Paper, Radio
 School Newsletter
 Foundation Newsletter
 Theme for annual giving
program
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Alumni
 Establishing alumni association
 Working with local alumni and class reunion
organizers
 Establishing relationships with teachers and
current students
 Building an alumni display
 Maintaining all past yearbooks
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School Foundations: Unique
Supporters of your District’s Goals







Improves communication with the community
Raises awareness of school and district’s needs
Creates volunteer opportunities
Finds and involves the alumni
Provides alternative funding sources for schools
Marshals community resources for the school
Offers an opportunity for the community to
express its support for the community’s
children…its future
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