· 2018. 4. 4. · InvestED Today: IDEA InvestED Educational Ambassadors Janet Blanford, ESD 121 -...
Transcript of · 2018. 4. 4. · InvestED Today: IDEA InvestED Educational Ambassadors Janet Blanford, ESD 121 -...
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