SS2014
-
Upload
advancement-partners -
Category
Documents
-
view
45 -
download
0
Transcript of SS2014
Summer Seminar 2014:
Best Practices
and the
Model Development Department
National Statistics, Survey Results and the API Philanthropic Giving Model Presentation
National Statistics1,205 Catholic high schools in the country.
Average Catholic High School Enrollment:2010-11: 535 (down 12%)2012-13: 554 (up 3.5%)
Tuition and Costs:Mean tuition: $9,612 Per Pupil Cost: $11,277 (9.1% increase from ‘10-’12) (5% increase from ‘10-’12)
Mean “Gap”: $1,665 per student (increase of 11% since ‘07)
Enrollment/Size:
<50: 3%
50-149: 21%
150-299: 40%
300-499: 21%
500-749: 10%
750+: 5%
National Statistics
National Statistics
45% of schools were conducting capital campaigns.Average endow: $4.6 mil. – half reported < $2.0 mil.
in endowment.Average % of students requiring financial aid = 38% Schools able to meet on average 57% of the defined
need.Average tuition increase = 4%.56% have President/Principal operating model.Average enrollment 554.
Conclusions Enrollment trend is up slightly
Demographics
Competition
Cost
“Gap” is widening
Upward pressure on costs
Downward pressure on tuition
Results:
Increased pressure on recruiting/admissions
Increased pressure on advancement
Trends
Scope, sophistication and expectation of development has increased dramatically.
Less emphasis on ‘periodic capital campaigns’.More emphasis on perpetual funding initiative – fund
the strategic plan.The need is to increase all funding form all FR
components – AG, MG,PG.
Advancement TrendsComprehensive funding initiatives – some schools aren’t calling
it a ‘capital campaign’.Emerging from the institutional strategic plan.Emphasis on perpetual funding initiative – fund the strategic
plan.Transition from ‘periodic capital campaign’ and periodic
focus on major gifts to:‘Maximize philanthropic potential on a yearly basis’ from
each fundamental source: AG, MG, PG.
Where Investments Come From 80% of all financial donations (nation wide) come from individuals (5% from corps., 15% foundations).
In a capital campaign/major gift initiative, 70% of the goal will come from the top 10-15 commitments (or top 8-10% of the giving pyramid).
In education, alumni and parents are the primary prospects.
Foundations are secondary prospects; corporations are seldom prospects.
Fundraising & AdvancementFundraising:
–Is ‘mass communication’ oriented.–Makes few distinctions, considers all constituents equally.–Same approach to all.–Is activity oriented – events, premiums (raffles, golf tournaments)–Is “transactional” in nature–Tends to default to lower amounts–Has a low marginal cost effectiveness rate.–Is an effective method of raising some money.
Advancement:–Is personal and relationship oriented.–Distinguishes higher potential.–Is strategic in nature: mission-centered and visionary.–Requires a customized approach to all.–Is “transformational” in nature.–Is the most cost effective method; will raise exponentially more money.
FO
REV
ER
TO
MO
RR
OW
TOD
AY
RELATIONSHIPS AND PARTICIPATION
Our Model Maximize Philanthropic
Potential
Annual FundAuctionEvents
API Philanthropic G iving Model
Annual G ivingThis School Year
Major G ift ProgramShort-Term Future
3-5 yrs.
Planned G ivingLong-Term Future
Current O perating
Budget
Major G ifts for Capital
Projects
Estate G ifts, Insurance, Trusts, etc.
EndowmentFacilities
Endowment "O ther"Current Special Projects
Technology