1. 3-5 Year Priorities October 27, 2016

2. 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

3. 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

4. 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

5. 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

6. 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

7. Current Non-Scholarship Support
Category
Level
Type of Support
FY17 Budget
Directed
Discretionary
Lynn Collaborative
Other
Program
$ ,000.00
Marketing
$ ,083.00
Museum of Science
Elementary
$ ,000.00
Technology
$ ,341.00
BSO
$ ,000.00
Counseling
$ ,475.00
$ ,000.00
$ ,475.00
Admissions Collaborative
$ ,000.00
August Institute
BC Experience HS
$ ,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

8. 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

9. Overall ICSF Numbers FY16-FY12

10. 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

11. 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?

12. 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.

13. 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.