1. Foothill-De Anza Community Colleges Foundation
A Presentation to the Foothill-De Anza Board of Trustees Cheryl Hylton, Associate Director Joan Barram, Board Vice President
Jim Jackson, Planned Giving Director
November 3, 2003

2. Foothill-De Anza Community Colleges Foundation November 3, 2003
Agenda
The Foundation is raising and investing funds well.
The Foundation is operating efficiently.
The Foundation is progressing towards being self-sustaining and planning for the future.

3. 1. The Foundation is raising and investing funds well
Contributions by Program
Description Amount Percent
Misc Programs $1,339, %
Environmental Center 1,027, %
KCI Fund , %
Fund Raising Events , %
Reynen Scholarship , %
DA Language Lab , %
KFJC Fund , %
OTI , %
Flint Exec Suites , %
Peninsula Womens Chorus , %
Total: $3,848, %

4. Contributions by Program Chart

5. Fund Balances Fiscal Designated Total
Year Funds Endowments Fund Balance
,623, ,156, ,779,395
,523, ,414, ,938,297
,552, ,524, ,076,222
,945, ,728, ,673,679
,491, ,223, ,714,582

6. Fund Balances Chart

7. Foothill-De Anza Community Colleges Foundation November 3, 2003
What the Foundation Finance Committee has accomplished?
• They have reviewed and evaluated fund managers for performance and prudence.
• They have reallocated our portfolio’s funds, resulting in better performance.

8. Foothill-De Anza Community Colleges Foundation November 3, 2003
The Foundation is operating efficiently
Working with a 50% reduction in staff and operating budget
Offering Fund Development 101 class for faculty and staff
objective to help them become effective fundraisers and to coordinate efforts
48 participants to date
Implementing a District-wide proposal coordination process that is creating valuable collaborations across departments

9. Foothill-De Anza Community Colleges Foundation November 3, 2003
3. The Foundation is working to become self-sustaining and planning for the future
The goal is to generate funds to cover operating budget without District financial support
Fee task force reviewed CCC foundations, confirming most either have a fee or are in the process of implementing one
Administrative fee on Foundation accounts effective January 1, 2004
Administrative fee will range from 1 to 5%, based on average balance and type of fund
A communication strategy is being prepared for donors and fund budgeteers

10. Foothill-De Anza Community Colleges Foundation November 3, 2003
eScrip Campaign
Supporters register credit/debit cards
Foundation receives a percentage of purchases at 180 participating merchants
Participation has increased from 15 to 160 participants since May 2003
Average eScrip proceeds generated per person is approximately $60 per year

11. Foothill-De Anza Community Colleges Foundation November 3, 2003
Foundation Board Activities
• Chancellor’s Circle Campaign progress
- 58 Chancellor Circle member households
- Raised $150,000 and distributed $112,000 in
unrestricted funds since program inception 24
months ago, including $25,000 per college in 9/03
- Organized cultivation reception for Circle members and prospects with 140 in attendance
• Major gift campaign is expanding, in coordination with chancellor and college presidents, including new cultivation and recognition strategies

12. Foothill-De Anza Community Colleges Foundation November 3, 2003
Types of Planned Giving
• Bequests through will or trust
• Charitable remainder trust
• Charitable lead trust
• Charitable gift annuity
• Naming FHDA as life insurance beneficiary
• Naming FHDA as IRA, 401(k), 403(b) beneficiary
• Gift of remainder interest in a home or ranch

13. Foothill-De Anza Community Colleges Foundation November 3, 2003
Planned Giving Program Strategies
• Identify and meet with donors and prospects
• Conduct seminars/workshops – How to avoid probate, etc.
• Produce newsletters and individual mailings
• Work with our Foothill-De Anza Planned Giving Council members
• Establish an honorary entity to recognize those who have made a planned gift

14. Ways You Can Help! Support the Chancellor’s Circle Attend Events
A Night of Magic - Nov 15, 2003
Foothill Summer Gala - Mid-July 2004
Donate a vehicle
Sign up for eScrip
Call or us with suggestions

15. Your participation is valuable
Telephone: