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Transcript of SS2014
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Summer Seminar 2014:
Best Practices
and the
Model Development Department
National Statistics, Survey Results and the API Philanthropic Giving Model Presentation
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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)
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Enrollment/Size:
<50: 3%
50-149: 21%
150-299: 40%
300-499: 21%
500-749: 10%
750+: 5%
National Statistics
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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.
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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
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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.
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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.
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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.
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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.
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FO
REV
ER
TO
MO
RR
OW
TOD
AY
RELATIONSHIPS AND PARTICIPATION
Our Model Maximize Philanthropic
Potential
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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
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