1. 3 Key Elements to Launching and Sustaining an Early Awareness Program Planning, Partnering and Fundraising Presenters: Janet Schultz and Sarah Wallace, A Call to College, Newark, Ohio

2. A Call to College  Founded in 1991  Newark City Schools  “Last-Dollar Grants”  FAFSA Assistance  Volunteer Advisors  ACT Now!

3. Boarding the train for college... (and successful high school graduation) Is high school simply too late?

4. The Complexities of Scaling Up  Program Design  Pacing Your Growth  Human Resources  Financial Resources

5. Program Design  Make sure there is a clear need  Don’t reinvent the wheel  Get buy-in from bottom-up, middle-out and top-down  90% of success is planning. 10% is execution.

6. Pacing Your Growth  Choose low-hanging fruit first  Be realistic  Time builds relationships  Doing it well is much better than doing it fast  “Just say no” to mission creep

7. Human Resources  “Business Plans on a Budget”  AmeriCorpsVISTAs  Community Partners  Experienced Part-time Staff

8. Financial Resources  Act short-term  Strategic partnerships  Shared resources  Grants fund phased growth  Staff recruitment  Think long-term  Endowed resources  Sustainability

9. Are you positioned for fund raising?  Governing board  Annual fund  Cultivation  On-going stewardship

10. What does a campaign look like?  Quiet Phase  Announcement of Campaign with Goal  Public Phase

11. Campaign Timeline

12. How to think about prospective donors

13. Gift Pyramid Major Gifts from all sources (Individuals, Corporations & Foundations) Annual Gifts from all Sources (Direct mail, phonathon, events, annual fund) Ultimate Gift (Estate Gifts, Principal Gifts)

14. Gift Table $5.7 Million Campaign DONORSDOLLARS Gift RangeNeeded % of Goal $1M+2-3$3,000,00053% $500K-$999K1-2$500,0009% $250K-$499K3-4$500,0009% $100K-$249K5-10$600,00011% Sub-Total11-18$4,600,000 81% $50K-99K4-6$350,0006% $25K-49K8-14$300,0005% $10K-24K15-20$250,0004% $5K-9K20-25$150,0003% $1K-4K30-35$30,0001% Sub-Total75-96$1,080,000 19% Less than 1KMany$20,0000.4% Grand TotalHundreds$5,700,000100%

15. Ways to Give OUTRIGHT GIFTSDEFERRED GIFTS Cash GiftsBequests Securities Real Estate and Property Charitable Gift Annuities Charitable Remainder Trusts Matching GiftsCharitable Lead Trusts Life Insurance

16. Gifts  90% of campaign total will come from 5% of donors.  Don’t neglect the Annual Fund!

17. Where we were in 2007  3 part-time staff (60 hours/week)  $245,475 budget  300 students served  1 building served  24 of volunteers served 500 hours  Endowing resources: $6.0 million

18. Where we are in 2012  4 part-time staff/2 full-time staff (160 hrs/week)  $525,000 expenses (Programming and Last- Dollar Grant expenses)  2,500 students served  12 buildings served  392 volunteers served 2,957 hours  Endowing resources: $10 million

19. Students Served

20. Our People  16 member Governing Board of alumni, community members and school personnel, including superintendent and guidance counselor.  2 full-time, 4 part-time staff members, one intern and one office aid.  9 trained high school advisors.  Hundreds of community volunteers annually.  Local partnerships and support from local businesses.

21. Questions?

22. Capital Campaign: Getting Started  Identify Long Term Needs  Analyze prospective donor capacity  Assemble Campaign Planning Committee  On-going cultivation activities  Block and tackle….

23. Governing Board Expertise  Attorney  CPA  Fund raising professional  Financial expert  Expertise and passion for mission  Philanthropic capacity  Personal integrity and respect in community

24. Freshman-to-Sophomore Retention National average retention for low-to-middle-income school districts 50% to 70% *2007 – Beginning of Junior Program

25. Average Additional Aid Received Per Student