PASBO

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PASBO MACEF
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Purpose of MACEF

• Help promote the creation of new education
  foundations in school districts.
• Provide support and assistance to existing
  education foundations to meet their full
  potential.
• Assist in locating funding sources for LEFs
• Establish networking opportunities for all LEFs
• Conference and Workshops to provide essential and
  current information for LEFs
• Develop Standards and Expectations for all LEFs

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MACEF Initiatives

• Second Annual Conference will be held Thursday
  May 11, 2006
• New Cumberland Holiday Inn
• Workshops will include
• Pa Tax Credit Program
• Fundraising Opportunities
• and more!
• www.macefonline.org
• Web Newsletter
• Standards and Expectations

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Standards ExpectationsCommittee

• Is establishing common standards and expectations
  for every education foundation.
• Committee Report
• Chairperson is Connie Kindler,
• Superintendent of the Camp Hill School District
• Areas Addressed

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Standards ExpectationsAreas Addressed

• Autonomy 
• Vision Mission 
• Board of Trustees  Volunteers 
• Staffing 
• Educational Development 
• Special Foundations
• Fundraising
• Fiduciary Legal Responsibility 
• Public Policy

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Financial Legal Support

• MACEF and Board members Bob Salanik and John
  Travers, Esq are providing services in the
  following areas
• Financial
• We are producing an Treasurers Manual for
  education
• foundation to help all financial reporting
  requirements
• Legal
• We can provide assistance on filing non-profit
  and 501(C)(3) filings

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A Local Education Foundation
A Partnership of the
School District and the
Community
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Education FoundationsMake School Districts
Better

• It creates an infrastructure for community
  participation.
• It provides new revenue sources
• It helps restore public confidence in public
  schools.
• It is part of the paradigm shift for funding
  public education.
• It will play an even larger role in the future

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Challenges We Face!

• Pennsylvania Education Foundations
• Approximately 100 E/F identified in PA
• gt50 either no longer exist or have very limited
  activity.
• 15-20 raise gt30,000 per year
• 10-20 raise gt 50,000 per year
• lt10 raise over 100,000 per year

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Problems

• Most LEFs are School District not Community
  based
• Most are not a Entrepurinal Enterprise and lack
  a business-like organization
• Leadership lacks Fundraising understanding and
  experience.
• To few people involved on Board or Committees
• LEFs have not promoted themselves to the
  community

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Financial Benchmark I

• 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

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The Financial Benchmark II

• School District Student Populations
• 2500 (Range 50,000 to 100,000)
• 4000 (Range 80,000 to 160,000)
• 7500 (Range 150,000 to 300,000)
• 10,000 (Range approaches 500,000)
• How long to reach goals
• Low (20) in first eighteen months
• High (40) in three to five years

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What must be Understood

• Rule 1
• The main objective of the Foundation is to
  raise money and build relationships
• Rule 2
• The main objective of the Foundation is to
  raise money and build relationships

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Competition

• The competitive nature of all nonprofit
  organizations must be understood.
• There is much competition for
• Qualified individuals
• Financial Contributions  
• Public Awareness

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Requirements for Success

• A working and financial partnership between the
  foundation and the school district.
• Strong leadership and minimum of 30 Board
  members and Volunteers.
• Establishment of expectations
• A dedicated staff person
• Effective public relations.
• Embrace school districts Parents Alumni.
• A plan for long-term growth.

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501 (C)(3) Umbrella

• Can be used effectively to
• For innovative educational programs, to be
  utilized in providing district-wide initiatives.
• The building of endowments to support educational
  activities into the future.  
• Special projects can placed under the umbrella to
  support large capital improvements.  
• It provides the important bridge to build the
  strong alumni- based relationships
• Its the Tax-Exemption

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Good Intentions

• An educational foundation can effectively serve
  as the vehicle through which the good
  intentions of the citizens residing in a school
  district/community area are unified, focused and
  realized. Without such a unifying vehicle these
  good intentions too often simply do not
  translate into productive actions or adequate
  funding necessary to supplement school budgets.
• Dr. Stan Durtan
• Superintendent,Wissahickon School District

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Our Education Foundation Model
Leadership
Investment
Vision
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Education FoundationBusiness Model

• A historical perspective
• Its validation
• The interrelationships
• Its adaptability
• Empowered Committees
• By-Laws complement

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Empower Effective Committees

• Empower the Committees
• Let committees Do their job
• Requires many different skilled personnel
• Chaired by Board Member,
• Volunteers are the strength
• Creates a personnel pool

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Organization of a Foundation Board
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Fund Development Committee

• The Four Sub-Committees
• Traditional
• Giving Campaigns
• Information Technology
• Web Site
• Database
• Community Corporate
• Partnerships
• Public Relations
• Image Information Brochures

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Sources of Revenue

1. PA Tax Credit Program
2. Other Foundations
3. Vendors
4. Parents
5. Alumni

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PA Tax Credit Program

• A program of the Dept. of Community and Economic
  Development (DCED)
• 50 million allocated for the program
• 20 million for EIT
• PA E/F received 2,000,000 last fiscal year
• Both the Foundation and Business must submit
  applications to DCED.
• Tax Credits are limited to 75 (1st year) and 90
  (2nd year) of the contribution with a maximum of
  200,000.

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Funding Foundations

• Corporate Foundations
• Hospital Health Foundations
• County/Community Foundation
• State Legislators

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Vendors

• You have ALL the say!
• Identify specific vendors for specific projects
  and programs.
• For Major Giftsmaintain the image of the school
  district.
• In-Kind Services

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Corporate Community Partners

• Must build relationships
• Be Professional in your approach
• Inform them of the PA Tax Credit Program
• in-Kind Services

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Parents

• Must not be overlooked
• Search them out
• Cultivate them for 5-10 years
• Many talents
• Grant writers
• Business Executives
• Key are the Building Principals

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Alumni

• Alumni are the most important area for the growth
  of a education foundation.
• It provides the PRIDE for the school and
  community.
• It must command you immediate attention.
• Two Tracks
• Formal Alumni Association
• Identification of all graduates

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IT IS ALL ABOUT HELPING KIDS