Transcript Overview
Your Foundation: A Powerful Partner for Schools
© Copyright 2008 National School Foundation Association
Thank you NJEFP for your work……
Benefits your school foundation work brings to your
community (see handout for more details)
Builds communication
Raises awareness of school needs
Improves academic and educational opportunities
Prepares future school board members
Adults acting on behalf of children
57% of school superintendents: high or very highly
felt the foundation encouraged academics!!
Meets needs currently unmet in children’s lives
Offers the community the opportunity to be a
part of supporting kids!!
© Copyright 2008 National School Foundation Association
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K-12 foundations place in school fundraising world
Over 20,000 ESO’s in the US today:
ESO = Educational Support Organization: PTA,
PTO, booster clubs, education foundations
Education foundations (EF’s) = 12% of all ESO’s
EF’s = highest producers among all ESO’s
EF production: 60% < $100,000, however the
balance produce up to and more than $1M/year.
ESO’s combined raise over $4.5 Billion
© Copyright 2008 National School Foundation Association
Urban Institute 2010
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2009 charitable giving
Total = $303.75 billion
Giving by individuals, 1969–2009
Individual giving as a share of
disposable income, 1969–2009
Giving by type of recipient as a percentage of total giving Five-year
spans; does not include “unallocated”
Data began in 1978 for foundations and in 1987 for environment/animals and international affairs.
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Now…..what would you like to accomplish…….
If money was not a problem?
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Seven Steps to Success in your Foundation
1. Clarify your mission: why you exist
2. Build a team to assist you: start with core group
3. Develop a vision: be definitive, written plans (30
days to 5 years)
4. Get equipped: program, Case, add to team
5. Raise awareness: website, media
6. Ask for support: see hierarchy of effectiveness
7. Recognition and rewards: keep the gifts coming,
prepare for next fundraising cycle
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1. Clarify your mission (25 words or less)
Over the top
Under the radar
Down the middle
• Scholarships
• Equipment
• Graduate degrees
• Return alumni to work, teach, create
• Advocacy (Dental, eye glasses, coats, backpacks, psych
testing, mentoring)
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Start with a clear mission & then…..
1.Mission &
2. Vision
Internal
© Copyright 2008 National School Foundation Association
Ask for support
Develop team, Case
Fundraise
Raise awareness
RnR
External
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2. Build a team
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Average yearly amount raised over the past 3 years
vs. BOD helping to identify, cultivate, and solicit donors
90%
80%
70%
60%
50%
87%
40%
70%
71%
72%
64%
30%
41%
20%
10%
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BOD (and all team member’s) Responsibilities
Attend and participate in meetings
Donate
ID, Cultivate, and solicit on behalf of the foundation
Understand your responsibility to donors
Understand your responsibility to integrity
Understand you are building a stand alone NPO business
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Legal parameters
Reporting responsibilities
Policy standards
Financial integrity (Insurance, employee care)
Committees of the Board (average 3.5/EF)
“ Committees offer members a unique chance to recruit others
from the community to deep dive into projects, tasks and or
oversight of specific programs. ”
Supports Foundation’s mission
Individually contribute to fundraising goals
Proving ground for new BOD members
K-12 foundations average four working committees
Your “walk on” program….can be very successful!
© Copyright 2008 National School Foundation Association
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What does a ‘great board member’ bring?
C
Capacity
Connections
Commitment
T
Time
Talent
Treasure
© Copyright 2008 National School Foundation Association
W
Wealth
Wisdom
Willingness to work
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3. Establish a vision
What do you want to accomplish for kids over the next 30
days to 5 years
Develop written plans addressing who will do what, when,
spending how much
ID outcomes for kids
Develop simple JD’s
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4. Get equipped
Develop A Viable Case
Written document showing programs needing donor support
“Arms” foundation personnel with a tool to take to potential
donors
What are you specifically trying to do to improve the
education of children in your community….
Be specific
List multiple opportunities
Surround these with success stories and pictures
Include BOD member’s names
List donor categories
Abbreviated annual report
© Copyright 2008 National School Foundation Association
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ID programs that resonate with your community
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Align with the School/District & Superintendent
“ Responsible for children’s education and responsible for
marshalling the resources needed by the school’s staff to
accomplish this task.”
Provides visibility and influence
Shares the district’s strategic plan and greatest needs
Demonstrates support for the foundation within the district
staff
Most do not fully understand the critical power and potential
of the foundation board
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5. Raise awareness
Website
E-mail
Media: Radio, TV, billboards
Newsletters
Local newspapers
Donor letters
Events
Palm cards
Brochures
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6. Ask for support
Direct Solicitation: Face to Face
Phon-a-thons
E-solicitations
Direct Mail
Events
Grants
Sponsorships/sales/endorsements/partnerships/contracts
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Key components
Case: discussed previously
Sources: Grants (corporate or foundations) , Major donors,
Alumni, Parents, Internal campaign, Corps, Businesses,
entrepreneurial, selling, PMO partnership
Actions: card, e-mail, coffee, call, media clips, speaker’s
bureau, event (Martini event) etc.
Ask: ED calls, BOD member calls, e-mail news blast, on-line,
direct mail (personal or bulk), Rotary, Alumni event, your
event, door to door, whatever
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Sample fundraising plans
Case + source + actions + ask = $
Robotics + high tech corporation + appointment + face to
face meeting = 3 years of support ($100,000)
Mentoring + local donor + mailings, cards, calls, media,
appointment set by a board member + face to face meeting =
5 yr program of volunteers from his company assisting.
I-pads + alumnus + newsblast, website with on-line giving
program.
Alumni bricks + alumni + alumni event + group request
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Foundation Performance: Implications from this survey.
Selling small items is becoming less popular
Events are reduced in favor of a “Signature Event”
Major donor “asks” are becoming more popular
Planned giving is growing in popularity as the US
faces an aging society.
More than one third have endowments.
20% are considering capital campaigns
Average K-12 foundation performance: $10 $20/student.
Alumni are more and more a focus of K-12
foundations
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Alumni must be a part of the process
Smart Boards in all
classrooms, PhD’s for high
tech teachers: (6,000
students K-12/ EF raises
$200,000 +/year)
Each high school graduate
receives $3,000 annually for
all four years of college. $13
M endowment added to
annually at alumni event.
(1,000 students in K-12)
A Midwest school district
(1,200 students K-12) added
$7.2 million in capital
additions to their building
largely through the efforts of
an alumnus.
7. Recognition and Rewards
Thank donors (more x’s the better) be creative, be genuine,
think how you would like to be thanked.
Recognize contributors: bricks, wall, plaques, annual
report, newsletter, picture etc.
Steward donors: talk with them about how their gift made a
difference, meet with them to show them pictures, offer them
a tour of the facility etc.
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Key Foundational Structural Benchmarks
Data base/Alumni….
JD’s with budgets
Strategic plan accountability (who, what, when, where)
Annual report
Gift acceptance guidelines
Liability insurance
Board orientation
Policies and procedures manual
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Conflict of Interest
Fund management
Fund handling/Audit policy
Whistle blower
Document Destruction
© Copyright 2008 National School Foundation Association
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Thank you for your POWERFUL work !
© Copyright 2008 National School Foundation Association