School Foundations: School Foundations: Unique Supporters of Unique Supporters of your District’s Goalsyour District’s Goals

School Foundations: School Foundations: Unique Supporters of Unique Supporters of your District’s Goalsyour District’s Goals

Heidi Toale, Executive Director Spencer Community School Foundation

Jim Collogan, Project DirectorNational School Foundation Association

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Abbreviations & TermsAbbreviations & 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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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

Value of a K-12 FoundationValue of a K-12 Foundation

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Does the education foundation focus on Does the education foundation focus on raising student achievement?raising student achievement?

NSFA National Survey, Feb. 2007. Presented at AASA in March, 2007

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Mission: In agreement with your school leader’s (superintendent and/or BOE) plans for academic improvement

The Foundation’s MissionThe Foundation’s Mission

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Supported Organization The School

Supporting Organization The Foundation

Link =StrategicPlans

School-Foundation linkage: School-Foundation linkage: the school’s strategic plansthe school’s strategic plans

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School-Foundation LinkageSchool-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

Individuals$222.89 75.6%

Foundations$36.50 12.4%

Bequests$22.91 7.8%

Corporations$12.724.3%

Source: Giving USA 2006 Report

2006 charitable giving 2006 charitable giving Total = $295.02 billionTotal = $295.02 billion

Environmentand animals

$6.602.2%

Foundations$29.50 10.0%

Humanservices$29.56 10.0%

Internationalaffairs$11.343.8%

Arts, culture, and humanities

$12.514.2%Public-society

benefit$21.417.3%

Unallocatedgiving$26.088.8%

Health $20.226.9%

Religion $96.82 32.8%

Source: Giving USA 2006 Report

Types of recipients of Contributions, Types of recipients of Contributions, 2006 Total = $295.02 billion2006 Total = $295.02 billion

Education$40.98 13.9%

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History of Educational History of Educational PhilanthropyPhilanthropy

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 SourcesFundraising Sources

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Where are foundation Where are foundation resources being spent?resources being spent?

86%

65%

49%

23% 22% 20%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Mini grants givento teachers tofacilitate their

classroomteaching

Aademic needsfor the district's

children

Scholarshipsgiven to graduates

Other Mini grants givento teachers to pay

tuition atw orkshops orgraduate w ork

Capitalexpenditures

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Foundation Performance: Foundation Performance: National Survey Implications 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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0

5

10

15

20

25

30

35

40

45

50

Urban

Suburban

Rural

How many people serve on How many people serve on your board of directors?your board of directors?

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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

Fundraising Performance: Fundraising Performance: Survey ImplicationsSurvey Implications

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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

K-12 Foundations Can Improve K-12 Foundations Can Improve Communication with the CommunityCommunication with the Community

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Spencer, IASpencer, IAEnrollment ~ 2,000 pop. ~ 11,500Enrollment ~ 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 &Scholarships &Teach for Excellence GrantsTeach for Excellence Grants

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Scholarships &Scholarships &Teach for Excellence GrantsTeach for Excellence Grants

•Speakers and authors

•Field trips

•Enhancements for the classroom

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Partnerships Partnerships

Foundation - School – Business Partnership

Metal Technology at High School

Raised over $75,000

2006 NATIONAL award

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Dream FulfilledDream 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 WritingGrant 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 EducationGift to Education

$100,000 Gift to Educationfor Smart BoardsAnnounced to: School Board Pep Rally Teacher In-Service Local Paper, Radio School Newsletter Foundation Newsletter Theme for annual giving

program

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AlumniAlumni

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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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

School Foundations: Unique School Foundations: Unique Supporters of your District’s GoalsSupporters of your District’s Goals