Board of Trustees PresentationBoard of Trustees Presentation

MOVING FORWARDMOVING FORWARDThe Foothill-De Anza The Foothill-De Anza

FoundationFoundation

Marie Fox Ellison, CFRE

Executive Director

PresentationPresentation

Reflection of Past Year

Mission, Values and Strategies--Aligning the Foundation with the District

The New Reality--Why a Community College Needs and Deserves Substantial Support

Achieving Success--Structure and Focus of Foundation Activities

Moving Forward--Activating all Available Resources

Mission, Values and StrategiesMission, Values and Strategies

The Mission of the FHDA Foundation is to raise and invest funds to support the educational excellence of Foothill and De Anza

Colleges.

Align Foundation strategies, functions and priorities to meet the needs of the colleges.

Reorganize and focus small staff and Foundation Board to achieve greater success and support colleges at dollar levels now required.

Become more proactive and less reactive in fundraising.

What is The New Reality?What is The New Reality?

Reductions in state funding threatening the advancement of Foothill and De Anza colleges.

Four-year institutions raise private support, at very significant levels, to close funding gaps.

Community colleges statewide and around the country raising support in a “community college” model--low expectations.

Reorganize fundraising at Foothill-De Anza into a “new” model.

Educate community (donor constituencies) to the new reality--community colleges now need their support at higher dollar levels to survive and thrive.

Revenue HistoryRevenue HistoryDonor TypeDonor Type

  FY00 FY01 FY02 FY03 FY04 FY05 (YTD)

Individuals $ 688,584 785,536 799,625 929,327 996,935 885,698

Foundations $ 532,043 2,953,510 2,633,933 1,646,729 2,296,801 668,888

Corporations $ 91,615 608,121 57,242 110,493 97,997 59,071

Organizations $ 47,656 109,844 134,029 135,496 125,130 48,663

Events $ 161,390 67,835 233,100 241,465 233,586 138,510

Bequests $ 25,105 505,876 2,381,245 243,376 1,196,000 81,824

Other Income         353,935  

Car Donations   34,060 6,415 14,637 26,815 8,069

Revenue Totals $ 1,546,393 $ 5,064,782 $ 6,245,589 $ 3,321,523 $ 5,327,199 $ 1,890,723

Revenue HistoryRevenue HistoryGift LevelGift Level

  FY00 FY01 FY02 FY03 FY04 FY05 (YTD)

$1 Million+   1,000,000 3,380,000 1,000,000    

$100K-$999,999 $ 450,000 2,442,647 941,666 800,876 3,502,606 719,500

$50K-$99K $ 149,888 330,000 446,797 185,000 295,000 356,053

$10K-$49K $ 527,812 695,954 647,607 549,500 526,200 231,888

$1K-$9K $ 263,715 420,891 575,613 480,977 595,125 379,724

$1-$999 $ 157,978 175,290 253,906 305,170 408,268 203,558

Revenue Totals $ 1,549,393 $ 5,064,782 $ 6,245,589 $ 3,321,523 $ 5,327,199 $ 1,890,723

Revenue HistoryRevenue HistoryRestricted GivingRestricted Giving

  FY00 FY01 FY02 FY03 FY04 FY05

(YTD)

KCI (FH) $ 2,500 186,300 671,349 578,744 662,392 515,467

Kirsch (DA)   1,739,751 1,671,766 1,001,000 716,168 5,000

Foothill Musical Theatre $ 39,200 48,818 23,925 48,273 33,731 18,862

KFJC (FH) $ 47,345 21,167 72,192 80,683 97,816 74,722

Euphrat Gallery (DA) $ 8,613 46,456 54,250 36,704 53,270 89,835

Scholarships $ 103,345 532,526 2,567,523 423,031 1,375,826 147,828

Revenue History Revenue History Unrestricted GivingUnrestricted Giving

  FY00 FY01 FY02 FY03 FY04 FY05 (YTD)

Where Most Needed (DA) $ 27,424 14,920 4,840 4,215 15,295 12,560

President's Fund (FH) $ 2,095 10,150 2,515 5,655 15,538 18,914

Educational Excellence (District) $ - 500 9,123 15,587 17,710 9,210

Chancellor's Circle (District) $ - 500 65,024 47,025 124,913 80,577

             

Direct Mail* $ 23,658 51,935 41,885 30,585 20,815 22,505

Reorganizing for SuccessReorganizing for Success

Foundation Staffing

Too small to successfully address all fundraising needs on both campuses.

Structure staff and activities to achieve greatest results.

Focus fundraising on several broad stroke themes rather than many different targets.

Target untapped resources to build a larger base of donors.

Create position of Associate Director Annual/Individual Giving.

Add positions as budget allows—Administrative Assistant, Associate Director of Foundation & Corporate Relations.

Foundation Organizational ChartFoundation Organizational Chart

Marie Fox EllisonExecutive Director

Administration & ManagementBoard Liaison

Major Gifts $25,000+Foundations & Corporations

Cheryl HyltonAssociate Director

• Individual Gifts up to $25K•Annual Giving•Alumni Giving

Jim JacksonPlanned Giving Director

•Bequests•Gift Annuities

•Charitable Remainder Trusts•Other Planned Gift Types

Robin LyssenkoAssistant Director

•Gift Processing•Donor Stewardship

•Scholarship & Fund Management•Data Management

•Mailings

Jane ReedEvents Consultant

•Event Planning & •Organization

•Commission Liaison

Geneva LopezDevelopment Intern

•Data Input•Acknowledgment Letters

Melanio LorenzoFoundation Accounting

•Foundation Operating Budget•Foundation Program Expenditures•Foundation Investment Accounts

Reorganizing for SuccessReorganizing for Success

Foundation Board of Directors

Look closely at diversity, board-related needs and college-related needs when considering future board members.

Organize fundraising by the Board into teams focused on themes across both campuses.

Consider fewer Board meetings and encourage greater committee activity between meetings.

Foundation Board Retreat GoalsFoundation Board Retreat Goals

Reorganize efforts to achieve greater success.

Look at total fundraising needs versus current level of funding and determine realistic goals.

Focus on gifts that would be most valuable to the community colleges;Flexible funding that can be directed by Chancellor and Presidents, and leveraged against other dollars from state and/or bond funding.

Create a fundraising message that is unique to community colleges.

Brainstorm fundraising themes, vision and messages to community.

Themes for Breakout GroupsThemes for Breakout Groups

EDUCATION AND OPPORTUNITYFunding related directly to students—scholarships, student-based activities

TEACHING AND INNOVATIONFunding related academic curricula and improving learning outcomes

ARTS, SCIENCES & TECHNOLOGYFunding for buildings, facilities, and large-scale technology development

Result of Breakout GroupsResult of Breakout Groups

Education and Opportunity--student needs and resources…

Need for unrestricted scholarship support.

Create a consistent and reliable source of funding.

Stress message of options, accessibility, affordability, diversity and individualized instruction.

Result of Breakout GroupsResult of Breakout Groups

Teaching and Innovation -- teaching needs and resources…

Professional development for teachers, developing

teaching tools and strategies that assist students.

Community college faculty focused 100% on

teaching.

Education is affordable and very high quality.

Result of Breakout GroupsResult of Breakout Groups

The 21st Century Campus -- facilities and technology…

New name suggested for theme.

Emphasize perpetuity through endowments to keep

technology and equipment relevant and usable.

Keep list of funding opportunities updated to attract

naming and targeted gifts when appropriate.

Moving ForwardMoving Forward

Focus staff, Board and colleges on themes and giving opportunities within themes.

Create targeted messages to be used by both campuses and in all fundraising activities.

Begin looking at major donor prospects and strategizing approaches.

Build annual giving and alumni giving to significantly larger levels.

Become the new model for fundraising at the community colleges.

What Can I Do?What Can I Do?

Remain active in Foundation activities, and continue to support Foundation efforts.

Give---payroll deduction is an excellent way for district employees, and trustees, to give. You can’t really be a proponent of fundraising for the colleges until you make personal gifts.

Send the message to the community…Foothill and De Anza colleges are critical components of this community and of community-wide education. They need your financial support.