Break It in Order to Fix It: Break It in Order to Fix It: Presented by: Bernard DuMond,...

Break It in Order to Fix It:

Presented by: Bernard DuMond, Vice-President, Institute of School & Parish Development New Orleans, LA April 26, 2011 Creating New Financial Models for Catholic Schools

Our young people are the Church of today and tomorrow. It is imperative that we provide them with schools ready to address their spiritual, moral, and academic needs. Renewing Our Commitment to Catholic Elementary and Secondary Schools in the Third Millennium United States Conference of Catholic Bishops, July 2005

*

Opening Prayer Key Points & Considerations The State of Catholic Schools Key Steps & Financial Models Making It Come Alive Q & A & Action Plan

*

!The current dependence on tuition, fund-raising and parish subsidy will not sustain Catholic Schools.

*

Sustaining the financial viability of our Catholic Schools is the MOST defining issue of our time. !

*

This is about FAITH & FINANCES.!

*

We need a NEW commitment, wisdom, patience, a true sense of community and clarity of mission.!

*

You Have the POWER and theOPPORTUNITY to TRANSFORM OURCatholic Schools.

*

There are 6,980 Catholic schools: 5,774 elementary; 1,206 secondary.

34 new schools opened; 172 consolidated or closed.

1,822 schools have a waiting list for admission.

- Source: NCEA 2010-11

*

Total Catholic school student enrollment for the current academic year is 2,065,872.

1,467,694 elementary/middle schools; 598,178 secondary schools

Minority student enrollment is 624,878 which is 30.2% of the total enrollment.

Non-Catholic enrollment is 307,458 which is 14.9% of the total enrollment.

*

43.0% of the schools are still in urban/inner city locales despite population losses and great financial difficulties in maintaining them.

During that same period of time, suburban schools increased from 25.0% to 35.9% of the total.

*

Between the 2000 and the 2011 school years, 1,755 schools were reported closed or consolidated (21.5%).

The number of students declined by 587,166 (22.1 %). The most seriously impacted have been elementary schools.

*

Elementary Mean parish school tuition: $3,383. Per pupil cost: $5,436.

Secondary Mean freshman tuition: $8,787. Per pupil cost: $10,808.

*

We Face More Competition 96% Lay Teachers Cost of Education Continues to Rise Academic Needs Learning Styles Demographic Shifts Growth of Technology & Media The Need for Marketing 24/7 Educational Options The Decline in Enrollment

*

Governance Changes The Need for Planning & Visioning Branding Your Image -- Critical Enrollment Management Process More Involvement From Alumni Capital Campaigns & Annual Fund Innovative Curriculum Expanded Role of Faculty Need All Resources

*

SeeingCHALLENGES As

STEP ONE:

Be a School of Excellence In All Areas Continuous Improvement Total Quality A Culture of Engagement Seven Pillars

STEP TWO:

Understand the Marketplace Educational Options Demographics Needs of Parents & Students Business and Economic Trends History & Tradition Location of the School

STEP THREE:

Establish Resource Task Force Best and Brightest Create a Viable Plan Implement the Vision Evaluation Continuous Improvement

STEP FOUR:

Understand Financial Complexities Income Vs. Expenses True Cost of Education Funding Sources Tuition Assistance Parish Subsidy Enrollment and Development

STEP FIVE:

Educate Your Community Honest and Realistic All Groups: Parish & Community Paper, Personal, Electronic Media The Need for Change The Value of Catholic Education An Investment Opportunity

STEP SIX:

Research NEW Funding Models Analyze Revenue Streams Cultivate Resources National Search Best Models Customize for Your School

ParishTuitionFundraising/Development

ParishTuitionFundraising/DevelopmentDioceseDeaneryAnnual FundPlanned GivingPartnershipsGrants

True StewardshipK-12 CollaborationShared Services Business Partnerships Colleges &Universities Community Service Wisdom & Expertise NationalNetwork/AngelsOffice of Development

STEP SIX:

Research NEW Funding Models Diocesan

A) Shared school funding through the diocesan foundation and endowments dedicated to Catholic education

STEP SIX:


B) Shared school funding through the Annual Catholic Appeal Bishops Appeal

STEP SIX:


C) Endowment Campaign for Catholic Schools

STEP SIX:


D) Explore a partnership with the Cristo Rey Network of Catholic Schools work-study and business support

STEP SIX:


E) Creating funding options through business and corporate sponsorships

STEP SIX:


F) Establish Diocesan-wide, collaborative Marketing Campaigns and Enrollment Management process

STEP SIX:


G) Create Diocesan-wide, true Stewardship Process -- As a Way of Life

STEP SIX:

Research NEW Funding Models Deanery/Cluster/Region

H) Deanery/cluster support of Catholic Schools through shared parish investment

STEP SIX:


Fair Share Tuition Model Based on Family IncomeMay Include Volunteer Hours- Gonzaga Prep - Spokane, WA

STEP SIX:


J) Cost-Based, Needs-Based Tuition Model w/Strong Development Efforts - Bishop Heelan Schools, IANCEA Spice Award Winner

STEP SIX:


K) Collaborative models of shared financing , services, personnel and purchasing

STEP SIX:

Research NEW Funding Models Parish/School

L) Support for Catholic Schools from clergy, administration, faculty/staff dedicated resources and teamwork

STEP SIX:


M) School Funding through Parish Stewardship Process- Diocese of Wichita, KS

STEP SIX:


N) Parishioner support through tuition assistance, scholarships and Adopt-A-Student process

STEP SIX:


O) Strong Development Efforts: People Engagement, Annual Fund, Marketing, Enrollment, Planned Giving, Alumni, etc.

STEP SIX:


P) Growth of School Foundation, Endowment and scholarships Tell the Story

STEP SIX:


Q) Comprehensive Marketing Campaign: 24/7 The Value of a Catholic Education FOR LIFE!

STEP SIX:


R) Connection with and incentives for newly baptized and newcomers

STEP SIX:


S) Engagement with Key Groups: Alumni, Grandparents, Past Parents, Businesses, Community Agencies

STEP SIX:

Research NEW Funding Models Government Support

T) Tuition Tax Credit Tuition Voucher

STEP SIX:

Research NEW Funding Models National

U) National Capital Campaign for Catholic SchoolsSupported by Bishops/Clergyand every Diocese

STEP SEVEN:

Gather Input From Community Input Sessions Surveys Electronic Polls Staff Meetings Deanery/Cluster Meetings

STEP EIGHT:

Determine NEW Funding Model Master Plan for Fund-raising Best Options Numerous Sources Offers Varied Giving Levels Tuition Assistance Strong Development Effort

STEP NINE:

Implement NEW Funding Model Phased In Embrace Transformative Change Anticipate Resistance Continue to Gather Input Ongoing Evaluation Create the NEW Norm

STEP TEN:

Sustain Meaningful Partnerships National & Regional Schools Bishop, Diocese and Clergy Parishioners, Parents, Alumni & Friends, Grandparents Business, Community, Universities Angels Adopt-a-Student

It is time to recover our nerve and promote our schools for the21st century. The current hospice mentality -- watching our schools slowly die -- must give way to a renewed confidence. - Most. Reverend Timothy M. Dolan Archbishop of New York

*

LEAD THE TRANSFORMATION!!

**

Work to be the BEST! Educate Your Community Engage the Task Force on Researching and Creating New Financial Models. Collaborate w/Diocese and Schools. Be a Good Steward of Your Resources Sustain Meaningful Partnerships Cultivate Quality Relationships Establish Strong Development Effort GET MOVING & EXPECT SUCCESS!!

Education is integral to the mission of the Church to proclaim the good news.

- Pope Benedict XVI, Speech to AmericanCatholic Educators, Washington D.C.April 18, 2008

Break It in Order to Fix It: Break It in Order to Fix It: Presented by: Bernard DuMond,...

Documents

Transcript of Break It in Order to Fix It: Break It in Order to Fix It: Presented by: Bernard DuMond,...