PENNSYLVANIA DELAWARE NEW JERSEY MARYLAND NEW YORK VIRGINIA

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PENNSYLVANIA DELAWARE NEW JERSEY MARYLAND
NEW YORK VIRGINIA
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Good Morning New Jersey School Administrators

• Welcome
• Introductions
• Harris Connect Bob Hausmann Kathi Brooks
• MACEF Keith Kebel Bob New

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About MACEF

• Mid-Atlantic Consortium of Education Foundations
• Network for gt500 LEFS in PA, NJ, DE, MD, NY, VA
• Standards and Expectations
• Philosophy Model
• Conferences and Workshops
• State, Executive Director, Leadership
• Best Practices Resource for LEFs
• Communications
• Nationally recognized Monday Report
• Advocate for Public Education

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Standing in the Eye of A Perfect Storm

• Reality Check
• Everyday News
• California..Where it all began!
• Everyday A Real Sense of Urgency
• ..coming soon the importance of LEFs
• ..will have to accomplish more!
• The Grand Potential
• Historically Private Parochial Schools
• Currently Public Universities

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Quotes from the Past Week!

• District asks the community for additional
  revenue or drastically cut educational services.
• Florida district's teachers, students may have to
  take over some custodial duties.
• Massachusetts district considering 16 hike in
  student sports feesPay for Play
• Ojai Valley (CA) EF..We have to raise 300,000
  in the next 60 days..see Flyer

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An Education Foundation more than you expect!

• The Six Important Elements
• School District-Foundation Relations
• Philosophy Organizational Model
• Putting the Right People on the Bus
• Financial Benchmarks
• Alumni Legacy Endowment
• The Foundation as an Advocate

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MACEF Philosophy Model

• Business Oriented Plan
• An Education Foundation (any nonprofit) is a
  money/profit making business to support its
  Mission
• College Development Model
• Built on Affinity Individual Giving
• .It is more about tomorrow than today!

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MACEFs Model

• Emphasis on Giving Campaigns
• Target Alumni Parents
• Endowment Building
• Extensive Communications
• Financial Consolidation Investment

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The PartnershipThe School District Education
Foundation

• Must be Community Based
• ..but have Shared Goals and Objectives
• Documented Objective Financial Goals
• Importance of the Superintendent
• Good Intentions
• Success and failures

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Foundation Umbrella

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501 (C)(3) UmbrellaYou only need ONE!

• Can be used effectively to
• The Most Important..Management of Your Fund(s)
• For the Tax-Exemption
• The building of endowments and scholarships to
  support educational activities into the future.  
• Have Special projects for naming rights
• and large capital improvements.  
• Provides the important bridge to build the strong
  alumni- based giving opportunities
• Great Example Southern York County
  www.syc.k12.pa.us

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Development OfficeStaff Position

• Required for a long term success and growth
• Research shows LEFs with Staff personnel generate
  the most income
• Important to select the right person
• What does not work!
• A written Job Description and Review Policy
• Requires understanding of fundraising
• MACEFs commitment to Executive Directors

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Organization of a Foundation Board
Board of Directors

Allocation
Fund Development
Governance

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Allocation Committee

• Superintendent as Chairman
• Identification of Priority Programs
• The Wish List
• A Large Project (25,000 to 50,000 Range)

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Governance Committee

• Extremely Important
• Human Resources
• Recruiting Board and Volunteers
• Financial and Legal Issues Management
• D O Insurance
• Fiduciary Responsibility Accounting

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Putting the Right People On the Busand
getting them in the right seat

• Major cause of ineffective foundations
• Requires Skilled Individuals
• Both Doers Visionaries
• Importance of effective committee chairman

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Important Elements Board Of Trustees
VolunteersEither a new or existing Board

• Number of Members (12-24)
• Grow as foundation grows
• It must have strong leadership
• Business-like management
• Empower the Committees
• Must establish an effective committee structure
• Must have 30-45 additional volunteers
• Non political nature

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Empower Effective Committees Major weakness of
vast majority of Foundations

• Empower the Committees.. Let them Do their job
• Requires many different skilled personnel
• Committees Chaired by Board Member,
• Volunteers are the strength of the committee
• Helps grow the foundation
• Must be accountable to the Board

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Fund Development CommitteeFinancial Benchmarks
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Fundraising 101

• A Foundation must use all fundraising techniques
  
• Giving Campaigns
• Corporate Major Gifts
• Private Foundations
• Special Events
• Database Management (Donors)
• Keeping track of your donors and prospects
• Market Yourself (Communications)
• Who you are and what you do!
• You must Say Thank you! (7 times each year)

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2006 charitable giving Total 295.02 billion
Corporations12.724.3
Foundations36.50 12.4
Individuals222.89 75.6
Bequests22.91 7.8
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Types of recipients of contributions, 2006 Total
295.02 billion
Environmentand animals6.602.2
Internationalaffairs11.343.8
Arts, culture, and humanities12.514.2
Unallocatedgiving 26.088.8
Public-society benefit21.417.3
Foundations29.50 10.0
Health 20.226.9
Religion 96.82 32.8
Education40.98 13.9
Humanservices 29.56 10.0
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Financial Benchmark

• We believe that if you can raise 20 per
  student, you will have a major impact on young
  people. If you can raise an additional 20 per
  student for innovative programs, you can
  literally change education in your schools 
• Page 3, Creating Foundations for American
  Schools Dan McCormick, David Bauer, Daryl
  Ferguson
• School District Student Populations
• 2500 (Range 50,000 to 100,000)
• 4000 (Range 80,000 to 160,000)
• 10,000 (Range 200,000 to 350,000)
• 25,000 (Range 500,000 to 1,000,000)
• 75,000 (Range 1,500,000 to 2,750,000)
• How long to reach goals
• Low (20) in first eighteen months
• High (40) in three to five years

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Fund Development Organizational Chart
Fund Development
Traditional
Information
Communications
Public Relations Marketing

• Annual Campaign
• Major Gifts
• A Capital Campaign
• Endowments
• Grant Writing

• Database
• Web site
• Donor Files

• In-Kind Services
• Special Events
• Corporate/ Business
• Partnerships

• Marketing
• Speaker Bureaus
• eNewsletter
• Image Pieces

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Fund Development Committee

• Traditional
• Giving Campaigns (Annual Major)
• Endowment
• Information Technology
• Web Site
• Database
• Community Corporate
• Partnerships
• Special Events
• Marketing Public Relations
• Electronic Communications
• Image Information Brochures

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Most Important Area-Giving Campaigns

• Foundation Gold
• Collect Names
• Alumni, Parents, Friends, Businesses, etc.
• e-communications
• Contact EVERY Month Say Thank You
• Database Software
• Keeps it all together

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Alumni Endowmentits about tomorrow not
today

• The true success requires a Affinity Factor
• Alumni
• Annual Giving..through an Endowment Gift
• Endowment Goal in Millions of

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Harris Connect

• 1 Publisher of H.S.Alumni Directories
• In New Jersey 130 Schools have Harris Alumni
  Directories

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Benefits to your District

• A comprehensive database including professional,
  residential and email information
• Reconnect software for tracking donations and
  updated information
• 15 complimentary copies of the directory
• Per book payment of 2.50 at 10 paid circulation
• Online Directory Secure Password Protected

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Features Benefits

• Broadcast Email
• Data Extract
• Survey Polls
• Access Control
• Data Updates
• Content Management
• Detailed Usage and Demographic Reporting

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NJ Success Stories

• Using the Alumni Directory for Fundraising
• Bloomfield
• Education Foundation raises 45,000 from Alumni
  for new learning program
• North Plainfield
• The directory mailing list is the catalyst
  for all our activities that support the Alumni
  Scholarship Fund
• Mario Carusso, North Plainfield Alumni
  Association

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Visit Us!Booth 1024

• For more information
• Stop at our Booth 1024
• Kathleen Brooks
• New Jersey Representative

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Advocacy Responsibility

• Role of the education Foundation
• Again,you must work together
• A Communication Force
• Recognition Programs
• Points of Pride
• Pride Day
• School Ambassador Program
• Fundraising Diner to honor Faculty and Staff

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Questions??
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IT IS ALL ABOUT HELPING KIDS