www.InvestED.org

Tuesday, February 26, 2013

WASBO Associated Student Body committee

1. The need 2. InvestED Overview 3. How it works 4. Support & Publicity 5. Questions

Presentation outline

How many homeless students are there in Washington State? a) 0 b) 928 c) 8,141 d) 26,049

Pop Quiz

Growing need in schools

www.InvestED.org

Image Source

OSPI , 2012.

Number of children who receive free or reduced price lunch in Washington State schools? a) 467,272 b) 102,519 c) 12,519 d) 2,519

Pop Quiz

Growing need in schools

www.InvestED.org Data Source

OSPI , 2012.

250,000

300,000

350,000

400,000

450,000

500,000

550,000

FY07 FY08 FY09 FY10 FY11 FY12

Free & Reduced Lunch Qualified Students in Washington State

Why it’s important

Delena

Opportunity & Potential

Granting opportunities to achieve, InvestED provides:

• basic supplies • access to programs • other assistance

giving students in need a chance to reach their true potential.

www.InvestED.org

Program Description: Need

www.InvestED.org

Washington state dropout rate too high

Homelessness increasing among students

Pressure on families increasing Opt-out Pressures

• Budget realities in schools • “Pay-to-play” and “pay-to-participate” • Family unemployment & job insecurity

www.InvestED.org

History: Our Founder Saul Haas

• Founder and owner of KIRO radio and television in Seattle • Well-known as a journalist, political activist, broadcaster and humanitarian. • Garfield Principal Frank Hanawalt met Saul and Dayee at an open house and a friendship developed. • Saul’s first gift: $500 to assist needy students As a result the “Haas School Fund” was created – “to do that which otherwise would not be timely done.”

1963 – ‘Haas Fund’ began at

Garfield

1964 - Expanded to include all

Seattle high schools

1973 - All high schools in Washington state

1976 - Expansion to include all public and private secondary schools

www.InvestED.org

History: Early Growth

2008 - Board reviews strategic priorities and determines to expand the program

• Voted to change status to public charity

• Changed name to InvestED to increase fundraising opportunities

• Received advanced ruling from IRS to operate as public charity

www.InvestED.org

History: Strategic Changes

www.InvestED.org

InvestED Today: Board Lisa Schaures, Board

President

Stokes Lawrence, P.S.

Dan Barritt, Secretary

Microsoft

Darrell Bryan

Clipper Vacations

Emory Bundy

Community Volunteer

Paul Condrat

Davidson Investment Advisors

Michael Dunn, Ed.D.

Superintendent, ESD101

Nancy Fike

Gonzaga University School of

Law

Thomas E. Gleason, 2nd

Vice President/Treasurer

Tableau Software, Inc

Tom Horton

Trust Your Crazy Ideas, LLC

Pamela J. Hughes

Merrill Lynch

Paul Ishii, 1st Vice

President

Mayflower Park Hotel

Jim Ivers

Coffman Engineers, Inc.

Tanya Lamb

Apollo Solutions Group

Martin J. Neeb, Ph.D.

KPLU-Puget Sound Public

Media, GM Emeritus

Roger D. Percy

RDPA, LLC

Tom Rath

Davidson Investment

Advisors

Alan Sugiyama

Community Volunteer

Debbie Williams

Columbia School District, ESD

123

www.InvestED.org

InvestED Today: IDEA

InvestED Educational Ambassadors

Janet Blanford, ESD 121 - Seattle School District Dennis Boatman, ESD 123 - Kennewick High School Richard Jones, ESD 112 - Prairie High School Angie Landes, ESD 171 - Cashmere High School Rod Luce, ESD 171 - Quincy High School Cheri Pepka, ESD 121 - Liberty High School LaVerne Rettkowski, ESD 101 - Reardan High School Wendy Ross, ESD 105 - East Valley High School Lorri Slauson, ESD 101 - Chase Middle School Heath Tayon, ESD 189 - Mount Vernon High School Steve Wiley, ESD 189 - Squalicum High School

• 3.1 FTE staff members – Executive Director and Development Director are

full time – Part time staff for accounting, development and

Board support • Staff work with more than 70 volunteers to

accomplish critical tasks including program operations, network administration, database management, marketing and fundraising

InvestED Today: Staff

www.InvestED.org

Public Support

InvestED is supported by individuals, community organizations, foundations and corporate partners.

www.InvestED.org

Last school year: 660 schools participated in the program 16,525 students in need were assisted $600,000+ in program funding distributed

Since inception: $12.4 million distributed to more than 220,000

students in need at secondary schools throughout Washington state.

Impact

Where we Help

64 schools served

50 schools served

37 schools served

100 schools served

36 schools served

31 schools served

200 schools served

44 schools served

26 schools served

Statewide Results 2011/2012 School Year

www.InvestED.org

16,525

students

21,435

occasions

$602,278

of support

660 active

schools

Needs addressed

Classroom Needs

- Textbooks/Workbooks

- Class Field Trips

- Supplies or Fees

Health Needs

- School Accident

Insurance

- Doctor/Dentist Fees

- Eye Care/Exams/Glasses

- Medication

Personal Needs

- Clothes

- Shoes/Boots

- Transportation (gas, bus)

- Haircuts/Grooming

Fees/Special Services

- Tutoring

- Testing / College App

Fees

Special Program Fees

- Summer School

- Remedial Classes

- Driver’s Ed/Traffic Safety

- Conferences/Conventions

School Activities

- Activity Card

- Graduation Expenses

- Yearbook

- Music / Drama Supplies &

Fees

Sports Activities

-Sports Physical /

Insurance

-Sports Camps or

Tournaments

-Other Sport Activity

Expenses

“We used InvestED

funds to help a student

with her activity fees.

Now she is a part of the

volleyball team and active

in other things too. What

a positive change we’ve

seen in her this year.

Thank you.”

How does it work?

• Program funding provided to schools at the building level (grades 6-12)

• Encourage local support through – Matching grants

– Adopt-a-School support

• Use a web-based infrastructure

• Year end report for fund accounting and impact

www.InvestED.org

Principal

Local School

• InvestED has a team of three people at each school.

• Closest to student identify need.

• Students may self-identify. • Proof of need is not

required. Students do NOT have to be on F/R lunch to qualify for help.

• Immediate response – minimal bureaucracy.

www.InvestED.org

Alternate Coordinator

School Coordinator

[Counselor, Asst. Principal, etc]

Funds must be housed in Private Purpose Trust Fund or ASB Account. You cannot set up a private checking account under InvestED’s name at your local bank.

Accountability for the funds must be documented at the end of each year.

Funding

Two Types of Funding from InvestED:

1. Annual School Program Funding – provided in the fall to all active schools

2. Matching Funding – statewide pool of funding provided to schools that raise additional funding for their InvestED fund.

Funding

Annual School Program Funding (formerly called August

Grants)

• Funding amounts are based on

– the total amount of money in the pool

– a school’s target funding level

– yearend report (YER)

• No funding until yearend report is completed.

• The following year the school may return to full funding level if they complete the YER on time.

Funding

Two tiers of Matching Funds:

When the pool of funds is exhausted, no additional matching money is given that fiscal year.

Funding

Annual Program Funding Matching Eligibility

Schools that receive annual school program funding equal to or greater than $1500

$1000 in matching funds

Schools that receive annual school program funding less than $1500

$500 in matching funds

Gift can be sent to the InvestED office for that school’s fund or deposited directly into the school’s InvestED fund locally.

If the gift is eligible for matching, InvestED will send the gift and the matching amount to the school.

Matching Gifts

- Accountability: Board of Directors, Donors, Funders, School Districts, ESDs

- We want to know how the money was used

- What are the greatest needs?

- Are you getting help from others?

- Are you running out of money early in the year?

- Donor reporting

- Internal use – what does it tell you?

Year End Reporting

On line reporting opens on May 1st

Reporting will close June 30 at midnight

If you have questions or technical issues, call the office as soon as possible. Don’t wait.

No report = no money next year.

Year End Reporting

Document your distributions as you go throughout the year

• It’s much easier to recall what you’ve done

• Sometimes last minute emergencies come up – during the mad rush, people forget to complete the report

• Occasionally we have donors who want to know who has used all of their available funds

Year End Reporting

How can we help?

- publicize the fund statewide

- point you in the direction of local resources

- help with fundraising ideas

- answer common questions

Support from InvestED

Why?

• Many teachers and students don’t know the funds are available

• People & organizations may help support the fund if they knew it existed – this increases your funds and helps with matching funds

• Publicity expands use of the fund – Some schools only use it for a limited purpose (only ASB

cards, specific classroom funding) – It’s the most flexible type of funding – use it when you

have no other options

Publicity for your InvestED Fund

Ideas for sharing:

- PTA and Staff Meetings

- Signs

- Window decal

- Let Alumni Reunions know about the fund

- Publicize in your community newsletters, service organization newsletter, etc.

Publicity for your InvestED Fund

Co-branding (InvestED and School logo)

Publicity for your Fund

Rod Luce - A champion in Quincy

Fundraising ideas

www.InvestED.org

InvestEDWash

@InvestEDWash

Wrap up

Questions?

Our Mission

InvestED is committed to improving the quality of life for secondary students in communities throughout the state of Washington, by supporting schools to encourage students to stay in school, return to school or get involved within their learning community.

www.InvestED.org