Strategic Newsletter Spring 2012

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F or the past four years, the Lovett community, led by the board of trustees and the faculty and staff, has worked very hard to implement the goals of our strategic plan, Excellence in Learning, Character & Community. The plan focuses on: plan, a technology plan, and a fundraising plan); environmental sustainability and its compatibility with economic sustainability; The list of accomplishments in each of these areas is long, and we look forward to the list growing as we continue to work toward being the best Lovett we can be. For more details on our accomplishments in each of these areas, please see the following pages. Excellence A newsletter on Lovett’s Strategic Plan Winter 2012

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Strategic Newsletter Spring 2012

Transcript of Strategic Newsletter Spring 2012

Page 1: Strategic Newsletter Spring 2012

For the past four years, the Lovett community, led by the board of trustees and the faculty and staff, has

worked very hard to implement the goals of our strategic plan, Excellence in Learning, Character & Community.

The plan focuses on:

plan, a technology plan, and a fundraising plan);

environmental sustainability and its compatibility with economic sustainability;

The list of accomplishments in each of these areas is long, and we look forward to the list growing as we continue to work toward being the best Lovett we can be.

For more details on our accomplishments in each of these areas, please see the following pages.

ExcellenceA newsletter

onLovett’sStrategic Plan

Winter 2012

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Successes and Opportunities

S U M M A R Y O F A C C O M P L I S H M E N T S

Governance Plan Improvements:• Have board become more strategic• Streamline board meetings• Change terms of service

Financial and Fundraising Plan Improvements:• Created a new and more flexible financial model• Established a permanent fund for major plant repair and

replacement• Raised more than $58 million in facilities and endowment funds

(28 new funds)• Raised $2 million/year in Annual Fund and almost $1.5 million in

restricted annual gifts• Increased emphasis on legacy giving (planned giving)• Expanded holiday and summer camp offerings• Expanded after-school offerings for Lower School and

Middle School students• Increased financial aid budget

Master Campus Plan Improvements: • Portman Family Middle School• Woodward Theater (Black Box)• Bill Railey Field• Softball/Baseball Complex• Rogers-Westmoreland Activity Center (new facility for scouting

and other school activities)• Dining Hall: renovation and outside dining patio• Recording Studio• Learning Studio• Alston Memorial Chapel: new lighting and acoustics• Campus Lighting• Photography Laboratory• Dance Studio• Fine Arts Offices• Applied Lessons Spaces• Academic Resource Center: new facilities • Technical Theater: construction room• Noonan Technology Center• Breakthrough Atlanta Offices• Administrative Offices (7)• Lovett Parent Association and Friends of the Arts Offices

Technology Plan Improvements:• Creation of 1:1 Student Laptop Program (grades 4–10)• Expansion of information technology staff• Piloting of iPad program

“The Portman Family Middle School has provided us with both the physical and

aesthetic space to do our part in accomplishing the mission of the school. The Middle School enables us to foster thinking and creativity; to vary our students’ environments by being able to work at desks, at the lab tables in the science rooms, or on the green roof; and to provide space and time for community building.” — M I C H E L L E M U R P H Y

Middle School Science Department Head

The Portman Family Middle School, which opened at the start of the 2009–10 school year, is LEED Gold Certified.

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Environmental and Economic Sustainability

and use of documents online)

of gallons of water and vast amounts of food

replaced with bulk dispensers

reduce use of plastic containers and utensils

renovated spaces and new vehicles

with new facilities

Strengthening Lovett’s Culture of Respect and Honor

to the honor council

in the character pledge) and have intentionally incorporated that language into conversations with students both in and out of the classroom

Fund

faculty, staff, and parents

“I discovered Ecology Fall semester of my freshman year. After

hooked. My teacher directed me to the

Ecology Club, where I found a like-minded group of people interested in creating a better relationship between the planet and its people. Through the club, we have helped start a Terracycle and composting program, held three successful E-waste drives, and planned informative Earth Week activities. I hope to major in Environmental Studies and eventually become the director of sustainability at a corporation. I never would have discovered this passion had I not been exposed to it at a school that emphasizes green initiatives.”

“The Service Board opened my eyes to all the opportunity present in our community,

country, and world. It made me want to serve in different ways, and also inspire others to get involved, as well.”

continued on page 4

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Increasing Diversity

Improving our Academic Program

academic divisions to provide broader support

Excellence in Learning, Character & Community is designed to make notable improvements in areas that

professional development

encourage faculty and staff

Successes and Opportunities

Lovett implemented four Walk to School/Carpool days during the 2011–12 school year.

More than 200 Lovett students, teachers, and parents participated in the Martin Luther King, Jr. Day March in January 2012.

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The Anne BrAndAu FuenTes FinAnciAl Aid Fund was established to honor Fuentes, a valued member of Lovett’s faculty. The Fund was made possible through the generosity of Debbie and Tom Avery, both members of Lovett’s class of 1971. Debbie and Tom’s three children are also Lovett graduates — Maggie ’96, Tommy ’97, and Rachel ’04.

The first purpose of The Anne Brandau Fuentes Financial Aid Fund is to help stimulate socioeconomic diversity at Lovett by helping students, whose families could not otherwise afford a Lovett experience, to attend school. Secondly, this gift and endowment fund is designed to honor a Lovett legend. Since 1969, Fuentes has taught religion, Latin, German, and history. She served as a cheerleading sponsor and tennis coach, and became the director

Honoring or Memorializing Someone Special

with a Gift to Lovett

Anne Brandau Fuentes — A Lovett Legend! Fuentes started working at Lovett in 1969 as a teacher, but now serves as the Director of Alumni Relations.

Many factors contribute to the excellence found at an independent school, but perhaps

what most sets Lovett apart from others is the excellence found in its faculty, staff,

students, parents, and alumni—who are all dedicated to making Lovett the best school

it can be. One way to pay tribute to this excellence is by honoring or memorializing

someone special with a gift to Excellence in Learning, Character & Community.

of alumni relations in 1985; she continues in that role now.

“During the past 40 years, Anne has been a great friend, as well as a teacher, for Debbie, me, and our three children, as well as thousands of other Lovett grads,” said Tom. “We want to honor her while making sure that Lovett remains a viable financial option for all socioeconomic levels of Atlanta families.”

Another Lovett legend, Bill Railey, coached football at Lovett for 30 years (1986–2006), was head coach for 22 of those years, and had a career record of 200 wins and 73 losses. Lovett

Alumni Scott Taylor ’84 and John O. Knox ’88, shown here with Coach Railey, during the Bill Railey Field dedication ceremony in October 2011

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multiple sports at Lovett. BILL

RAILEY FIELD

lighted facility that is primarily used for JV football, soccer, and lacrosse, and serves as a backup

the classroom, Lovett’s faculty plays an important role in Excellence in Learning, Character & Community. THE STEPHEN

AWARD FOR EXCELLENCE IN

TEACHING FUND is designated

possible through a generous

current student and member of the class of 2022.

designed to support the strong tradition of exceptional teaching at Lovett by rewarding excellent instructors, thereby retaining

further many of the goals of

enthusiastically supports: the pursuit of excellence, lifelong learning, creative thought and instruction, and development of the whole child.

THE LOUISE ORAHOOD RAY

FACULTY ENRICHMENT FUND wascreated to honor a third grade teacher who began teaching at

possible through a very generous

commitment from Jeff and

have one Lovett graduate,

’13 and Tyler ’20.

a genuine warmth and love toward each and every student, which made every child feel

would like to highlight these attributes by honoring members of the Lovett faculty who also demonstrate true love and dedication, both to their teaching and to the students they touch

Louise was an alumna of

parent of two Lovett alumni:

This fund is designed to attract,

develop, and retain the best faculty and staff possible.

endowment was established,

that she, unfortunately, did not

honored in perpetuity through

for all its gifts, but especially so for gifts, such as these, that

you would like to know more about how to establish such a

Honoring or Memorializing Someone Special

$70 million

$60 million

$50 million

$40 million

$30 million

$20 million

$10 million

0

By 12/31/12 Total Commitments $70,000,000

(Combined Goal for Endowment & Unrestricted/Facilities)

Unrestricted/FacilitiesCommitments$42,021,030

EndowmentCommitments$16,046,573

Fundraising Results:February 10, 2012

Total Commitmentsto Date:$58,067,601

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Become a Charter Member of The Lovett School Legacy Society

Join prior to December 31, 2012

The Lovett School Legacy Society is a group of donors who have included Lovett in their wills or other estate plans. Their

gifts provide essential financial support for the school’s future. As is the case at many independent schools, tuition only covers approximately 80 percent of Lovett’s total annual operating costs. Annual giving and funds from the endowment (which often include planned gifts) help to make up the difference.

Legacy giving, or planned giving, allows donors to “leave a legacy.” It allows donors to have an impact on a favorite cause, such as Lovett, beyond their lifetime. It allows donors to make larger gifts than might otherwise be possible. And it may also allow donors to increase their retirement incomes and receive tax advantages.

Common types of planned gifts include:• Bequests (gifts made through your will or living trust);• Charitable gift annuities;• Insurance policies;• Gifts of retirement plan assets after your lifetime;• Charitable lead trusts;• Charitable remainder trusts; and• Certain real estate gifts.Please join today as a Charter Member of the Lovett Legacy

Society and help Lovett reach its goal of 200 new Legacy members by the end of 2012! Visit www.lovett.org/legacygiving for more information or contact:

Andy Spencer, (404) 262-3032, ext. 1255, [email protected] Brian Scales, (404) 262-3032, ext. 1249, [email protected] Taylor Butkus, (404) 262-3032, ext. 1354, [email protected]. n

Capital Fundraising Committees

The Lovett School Legacy Society Committee

Bailey Izard ’81, ChairTom Reynolds, Vice ChairDuncan BeardNancy Sterne Bowden ’74David Fosgate ’92Geoff Friedman ’87Jackson HillRob Jordan ’87Philip Millians ’79Bet Pope ’79John Pope ’86Ruth Russ ’84John Stephenson ’93Woody Vaughan ’86Thad Warren ’82

Campaign Executive Committee

Clay Jackson ’77, Co-chairHampton Morris ’69, Co-chairCharlie Arp ’62Kimberly BlassFreddy GoldenbergGregg GoldenbergJohn Holder ’73Bailey Izard ’81David Kahn ’81Amy Kreisler ’88Knox MasseyEd McCradyBilly PeeblesArt Rollins ’77Brian ScalesAndy Spencer

Major Gifts Committee

Freddy and Gregg Goldenberg, ChairsLaura and Billy CohenNan and Ed EasterlinSarah and Reid ’89 FrenchJaci and Owen Hardy Meg HeyerFelicia and Billy HugerAndrea and Gordon ’88 JonesGina and David MarshallKacey ’91 and Whit ’91 MarshallEd McCradyJohn McIntyreEmily and Mike ’83 McIntyreChris and Jeff MontgomeryKim and Clay ’90 NalleyBet Pope ’79Anna and Craig Savage

Your gift to the Lovett Legacy Society will be used to embrace Mrs. Eva Edwards Lovett’s founding vision of a progressive education, one grounded in lifelong learning, moral character, and community involvement.

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Excel

lence A newsletter

on Lovett’sStrategic Plan

The LoveTT SchooL 4075 Paces Ferry Road, N.W.Atlanta, Georgia 30327-3009

www.lovett.org

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Bill Fox

Trustee emeritus; university educator and administrator, Emory University

“The Lovett School pays more attention to the development of all facets of a student than any school I have ever seen. Character development, expansion of the imagination, introduction to various athletic or recreational interests, proficiency in analytical thinking and reasoning skills, and global interest and compassion are all covered. The faculty are accessible and willing to help students find that which will give their lives meaning and fulfillment. The administration sets the tone with compassionate and caring leadership, but, at the same time, establishes clear expectations. The Lovett School is never satisfied with the excellence it has attained, however, and continuously strives to reach even higher levels of goodness and greatness.”

Ruth Russ ’84

Parent; class representative; past president, Lovett Alumni Executive Board; and member, Lovett Legacy Society Committee

“As a Lovett parent and alumna, I’ve had the benefit of watching the school evolve over 20 years. Mrs. Lovett’s

goal of educating the ‘whole child’ to meet the challenges of a changing civilization still holds true today, but in ways she never imagined. Technology, single-gender classes, student and faculty research, service learning, and the global breadth of the students’ studies are fully integrated into today’s curriculum. Lovett continues to improve itself as it prepares and encourages its students to meet not just college, but the world, head-on.”

Wright Mitchell ’88

Class representative and member, Lovett Alumni Executive Board

“I had an outstanding experience at Lovett. Educators such as Anne Fuentes and Dick Hall instilled in me a love of history that persists to this day. I also had an excellent experience on the athletic field under the tutelage of coaches like Bill Conley, Bill Railey, Jim Glaser, and Charles Oakley. So while excellence can mean many things to many people, when I think of ‘excellence’ at Lovett, I think of all of the people who influenced me during my 14 years there. I continue to rely on their lessons on a daily basis, which is why I make it a point to support the school in whatever manner I can. It is simply a way I can give a little back to the institution that taught me so much about excelling in life.”

What does Lovett Excellence mean to you?