3-5 Year Priorities October 27, 2016

Budgeted Scholarship Awards vs. Assigned Scholarship Awards $7,732,384 Assigned Scholarship Awards $7,342,719 Difference 5% Scholarship and Non-Scholarship support – start with scholarship support FY16 Elementary School Scholarship Recipients with No Award FY17 647 Students or 23% of Eligible Students *Does not include Emergency Fund or Lynn Collaborative

School Data FY17 86 Schools 3,541 Scholarship Recipients 29 High Schools 57 Elementary Schools 3,541 Scholarship Recipients 638 High School Students 2,903 Elementary School Students *Does not include Emergency Fund or Lynn Collaborative

School Data FY17 Range of Scholarship Recipients 1 to 67 High School 4 to 541 Elementary School Average Scholarship Recipients per School 25 High School 53 Elementary School *Does not include Emergency Fund

School Data FY17 Range of Scholarship Support by School $9,417 to $250,534 High School $3,187 to $964,434 Elementary School Range of Student Scholarship Amount $400 to $13,332 High School $100 to $8,000 Elementary School Average Award $3,689 High School $1,458 Elementary School *Does not include Emergency Fund

Scholarship Questions to Consider School versus student support Size of grant awards: student and school Creating access: impact on retention and enrollment How to impact quality of leadership and academic program Metrics for success Metrics for success beyond just number of scholarships

Current Non-Scholarship Support Category Level Type of Support FY17 Budget Directed Discretionary Lynn Collaborative Other Program $ 100,000.00   Marketing $ 96,083.00 Museum of Science Elementary $ 40,000.00 Technology $ 233,341.00 BSO $ 6,000.00 Counseling $ 311,475.00 $ 96,000.00 $ 215,475.00 Admissions Collaborative $ 116,000.00 August Institute BC Experience HS $ 20,000.00 TOTAL $ 962,899.00 $ 571,424.00 $ 391,475.00 Emphasis on directed support versus discretionary support – opportunity present to better focus non scholarship funding and work better with some directed funding and discretionary funding

Non-Scholarship Questions What outcomes are desired from Non-Scholarship support? How does this support core effort of access to high quality Catholic Schools? Where can CSF lead and make an impact? Metrics for success beyond just number of scholarships

Overall ICSF Numbers FY16-FY12

Overall decreases/increases since 2010 $25K+ Level Possible loss of 100 donors/approximately $2 million in donations from relationship Corporate losses/Risk (Raytheon, Verizon, Gillette, CVS/ EMC, TJX, Analogic) Estate Planning 2 Known Legacy Gifts Represents $1.5 million

Advancement Questions How do we engage the Board and existing donors more in fundraising? What is the cost of the allocations plan over the next five years and is there a plan to raise the resources necessary to achieve it? How can CSF institutionalize corporate partnerships? How does CSF continue to develop and cultivate new donors while actively managing concentration risk due to aging donors and relationships with Peter Lynch? By what point should a planned giving program be established to ensure generational support?

3-5 Priorities Maximize existing resources. Develop a multi-year plan for scholarship and non-scholarship support with clear goals while making an immediate investment in the leadership pipeline. Develop a comprehensive multi-year fundraising strategy to support the plan with clear Board and Corporate engagement and planned giving component that addresses identified concentration risks.

Specific Proposal for Discussion CSF Board authorize the Allocations Committee, with review and consent of the Finance Committee, to approve by December 31, 2016, up to $600,000 for use in FY18 for leadership development program in collaboration with the Catholic Schools Office and Lynch Leadership Academy. A multi-year plan to build a leadership pipeline will be presented for a discussion and vote at the March Board meeting. Any plan must have clear metrics for evaluating impact on access and school quality.