Summer Seminar 2014:

Best Practices

and the

Model Development Department

National Statistics, Survey Results and the API Philanthropic Giving Model Presentation

National Statistics1,205 Catholic high schools in the country.

Average Catholic High School Enrollment:2010-11: 535 (down 12%)2012-13: 554 (up 3.5%)

Tuition and Costs:Mean tuition: $9,612 Per Pupil Cost: $11,277 (9.1% increase from ‘10-’12) (5% increase from ‘10-’12)

Mean “Gap”: $1,665 per student (increase of 11% since ‘07)

Enrollment/Size:

<50: 3%

50-149: 21%

150-299: 40%

300-499: 21%

500-749: 10%

750+: 5%

National Statistics

National Statistics

45% of schools were conducting capital campaigns.Average endow: $4.6 mil. – half reported < $2.0 mil.

in endowment.Average % of students requiring financial aid = 38% Schools able to meet on average 57% of the defined

need.Average tuition increase = 4%.56% have President/Principal operating model.Average enrollment 554.

Conclusions Enrollment trend is up slightly

Demographics

Competition

Cost

“Gap” is widening

Upward pressure on costs

Downward pressure on tuition

Results:

Increased pressure on recruiting/admissions

Increased pressure on advancement

Trends

Scope, sophistication and expectation of development has increased dramatically.

Less emphasis on ‘periodic capital campaigns’.More emphasis on perpetual funding initiative – fund

the strategic plan.The need is to increase all funding form all FR

components – AG, MG,PG.

Advancement TrendsComprehensive funding initiatives – some schools aren’t calling

it a ‘capital campaign’.Emerging from the institutional strategic plan.Emphasis on perpetual funding initiative – fund the strategic

plan.Transition from ‘periodic capital campaign’ and periodic

focus on major gifts to:‘Maximize philanthropic potential on a yearly basis’ from

each fundamental source: AG, MG, PG.

Where Investments Come From 80% of all financial donations (nation wide) come from individuals (5% from corps., 15% foundations).

In a capital campaign/major gift initiative, 70% of the goal will come from the top 10-15 commitments (or top 8-10% of the giving pyramid).

In education, alumni and parents are the primary prospects.

Foundations are secondary prospects; corporations are seldom prospects.

Fundraising & AdvancementFundraising:

–Is ‘mass communication’ oriented.–Makes few distinctions, considers all constituents equally.–Same approach to all.–Is activity oriented – events, premiums (raffles, golf tournaments)–Is “transactional” in nature–Tends to default to lower amounts–Has a low marginal cost effectiveness rate.–Is an effective method of raising some money.

Advancement:–Is personal and relationship oriented.–Distinguishes higher potential.–Is strategic in nature: mission-centered and visionary.–Requires a customized approach to all.–Is “transformational” in nature.–Is the most cost effective method; will raise exponentially more money.

FO

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RELATIONSHIPS AND PARTICIPATION

Our Model Maximize Philanthropic

Potential

Annual FundAuctionEvents

API Philanthropic G iving Model

Annual G ivingThis School Year

Major G ift ProgramShort-Term Future

3-5 yrs.

Planned G ivingLong-Term Future

Current O perating

Budget

Major G ifts for Capital

Projects

Estate G ifts, Insurance, Trusts, etc.

EndowmentFacilities

Endowment "O ther"Current Special Projects

Technology