www.InvestED.org Presentation outline 1. The need 2. InvestED - - PowerPoint PPT Presentation

www.InvestED.org

Tuesday, February 26, 2013 WASBO Associated Student Body committee

• 1. The need
• 2. InvestED Overview
• 3. How it works
• 4. Support & Publicity
• 5. Questions

Presentation outline

How many homeless students are there in Washington State? a) 0 b) 928 c) 8,141 d) 26,049

Pop Quiz

Growing need in schools

www.InvestED.org

Image Source OSPI , 2012.

Number of children who receive free or reduced price lunch in Washington State schools? a) 467,272 b) 102,519 c) 12,519 d) 2,519

Pop Quiz

Growing need in schools

www.InvestED.org

Data Source OSPI , 2012.

250,000 300,000 350,000 400,000 450,000 500,000 550,000 FY07 FY08 FY09 FY10 FY11 FY12

Free & Reduced Lunch Qualified Students in Washington State

Why it’s important

Delena

Opportunity & Potential

Granting opportunities to achieve, InvestED

provides:

• basic supplies
• access to programs
• other assistance

giving students in need a chance to reach their true potential.

www.InvestED.org

Program Description: Need

www.InvestED.org

• Washington state dropout rate too

high

• Homelessness increasing among

students

• Pressure on families increasing
• Opt-out Pressures
• Budget realities in schools
• “Pay-to-play” and “pay-to-

participate”

• Family unemployment & job

insecurity

www.InvestED.org

History: Our Founder

Saul Haas

• Founder and owner of KIRO radio and television in

Seattle

• Well-known as a journalist, political activist,

broadcaster and humanitarian.

• Garfield Principal Frank Hanawalt met Saul and

Dayee at an open house and a friendship developed.

• Saul’s first gift: $500 to assist needy students

As a result the “Haas School Fund” was created – “to do that which otherwise would not be timely done.”

1963 – ‘Haas Fund’ began at Garfield 1964 - Expanded to include all Seattle high schools 1973 - All high schools in Washington state 1976 - Expansion to include all public and private secondary schools

www.InvestED.org

History: Early Growth

2008 - Board reviews strategic priorities and determines to expand the program

• Voted to change status to public charity
• Changed name to InvestED to increase

fundraising opportunities

• Received advanced ruling from IRS to
• perate as public charity

www.InvestED.org

History: Strategic Changes

www.InvestED.org

InvestED Today: Board

Lisa Schaures, Board President Stokes Lawrence, P.S. Dan Barritt, Secretary Microsoft Darrell Bryan Clipper Vacations Emory Bundy Community Volunteer Paul Condrat Davidson Investment Advisors Michael Dunn, Ed.D. Superintendent, ESD101 Nancy Fike Gonzaga University School of Law Thomas E. Gleason, 2nd Vice President/Treasurer Tableau Software, Inc Tom Horton Trust Your Crazy Ideas, LLC Pamela J. Hughes Merrill Lynch Paul Ishii, 1st Vice President Mayflower Park Hotel Jim Ivers Coffman Engineers, Inc. Tanya Lamb Apollo Solutions Group Martin J. Neeb, Ph.D. KPLU-Puget Sound Public Media, GM Emeritus Roger D. Percy RDPA, LLC Tom Rath Davidson Investment Advisors Alan Sugiyama Community Volunteer Debbie Williams Columbia School District, ESD 123

www.InvestED.org

InvestED Today: IDEA

InvestED Educational Ambassadors Janet Blanford, ESD 121 - Seattle School District Dennis Boatman, ESD 123 - Kennewick High School Richard Jones, ESD 112 - Prairie High School Angie Landes, ESD 171 - Cashmere High School Rod Luce, ESD 171 - Quincy High School Cheri Pepka, ESD 121 - Liberty High School LaVerne Rettkowski, ESD 101 - Reardan High School Wendy Ross, ESD 105 - East Valley High School Lorri Slauson, ESD 101 - Chase Middle School Heath Tayon, ESD 189 - Mount Vernon High School Steve Wiley, ESD 189 - Squalicum High School

• 3.1 FTE staff members

– Executive Director and Development Director are full time – Part time staff for accounting, development and Board support

• Staff work with more than 70 volunteers to

accomplish critical tasks including program

• perations, network administration, database

management, marketing and fundraising

InvestED Today: Staff

www.InvestED.org

Public Support

InvestED is supported by individuals, community

• rganizations,

foundations and corporate partners.

www.InvestED.org

Last school year: 660 schools participated in the program 16,525 students in need were assisted $600,000+ in program funding distributed Since inception: $12.4 million distributed to more than 220,000 students in need at secondary schools throughout Washington state.

Impact

Where we Help

served 50 schools served 37 schools served 100 schools served 36 schools served 31 schools served 200 schools served 44 schools served 26 schools served

Statewide Results 2011/2012 School Year

www.InvestED.org 16,525 students 21,435

• ccasions

$602,278

• f support

660 active schools

Needs addressed

Classroom Needs

• Textbooks/Workbooks
• Class Field Trips
• Supplies or Fees

Health Needs

• School Accident

Insurance

• Doctor/Dentist Fees
• Eye Care/Exams/Glasses
• Medication

Personal Needs

• Clothes
• Shoes/Boots
• Transportation (gas, bus)
• Haircuts/Grooming

Fees/Special Services

• Tutoring
• Testing / College App

Fees Special Program Fees

• Summer School
• Remedial Classes
• Driver’s Ed/Traffic Safety
• Conferences/Conventions

School Activities

• Activity Card
• Graduation Expenses
• Yearbook
• Music / Drama Supplies &

Fees Sports Activities

• Sports Physical /

Insurance

• Sports Camps or

Tournaments

• Other Sport Activity

Expenses

“We used InvestED funds to help a student with her activity fees. Now she is a part of the volleyball team and active in other things too. What a positive change we’ve seen in her this year. Thank you.”

How does it work?

• Program funding provided to schools at the

building level (grades 6-12)

• Encourage local support through

– Matching grants – Adopt-a-School support

• Use a web-based infrastructure
• Year end report for fund accounting and

impact

www.InvestED.org

Principal

Local School

• InvestED has a team of

three people at each school.

• Closest to student identify

need.

• Students may self-identify.
• Proof of need is not
• required. Students do NOT

have to be on F/R lunch to qualify for help.

• Immediate response –

minimal bureaucracy.

www.InvestED.org

Alternate Coordinator School Coordinator

[Counselor, Asst. Principal, etc]

Funds must be housed in Private Purpose Trust Fund or ASB Account. You cannot set up a private checking account under InvestED’s name at your local bank. Accountability for the funds must be documented at the end of each year.

Funding

Two Types of Funding from InvestED:

• 1. Annual School Program Funding – provided in

the fall to all active schools

• 2. Matching Funding – statewide pool of

funding provided to schools that raise additional funding for their InvestED fund.

Funding

Annual School Program Funding (formerly called August

Grants)

• Funding amounts are based on

– the total amount of money in the pool – a school’s target funding level – yearend report (YER)

• No funding until yearend report is completed.
• The following year the school may return to full

funding level if they complete the YER on time.

Funding

Two tiers of Matching Funds: When the pool of funds is exhausted, no additional matching money is given that fiscal year.

Funding

Annual Program Funding Matching Eligibility Schools that receive annual school program funding equal to or greater than $1500 $1000 in matching funds Schools that receive annual school program funding less than $1500 $500 in matching funds

Gift can be sent to the InvestED office for that school’s fund or deposited directly into the school’s InvestED fund locally. If the gift is eligible for matching, InvestED will send the gift and the matching amount to the school.

Matching Gifts

• Accountability: Board of Directors, Donors,

Funders, School Districts, ESDs

• We want to know how the money was used
• What are the greatest needs?
• Are you getting help from others?
• Are you running out of money early in the year?
• Donor reporting
• Internal use – what does it tell you?

Year End Reporting

On line reporting opens on May 1st Reporting will close June 30 at midnight If you have questions or technical issues, call the

• ffice as soon as possible. Don’t wait.

No report = no money next year. 

Year End Reporting

Document your distributions as you go throughout the year

• It’s much easier to recall what you’ve done
• Sometimes last minute emergencies come up

– during the mad rush, people forget to complete the report

• Occasionally we have donors who want to

know who has used all of their available funds

Year End Reporting

How can we help?

• publicize the fund statewide
• point you in the direction of local resources
• help with fundraising ideas
• answer common questions

Support from InvestED

Why?

• Many teachers and students don’t know the funds are

available

• People & organizations may help support the fund if

they knew it existed – this increases your funds and helps with matching funds

• Publicity expands use of the fund

– Some schools only use it for a limited purpose (only ASB cards, specific classroom funding) – It’s the most flexible type of funding – use it when you have no other options

Publicity for your InvestED Fund

Ideas for sharing:

• PTA and Staff Meetings
• Signs
• Window decal
• Let Alumni Reunions know about the fund
• Publicize in your community newsletters,

service organization newsletter, etc.

Publicity for your InvestED Fund

Co-branding (InvestED and School logo)

Publicity for your Fund

Rod Luce - A champion in Quincy

Fundraising ideas

www.InvestED.org

InvestEDWash @InvestEDWash

Wrap up

Questions?

Our Mission

InvestED is committed to improving the quality of life for secondary students in communities throughout the state of Washington, by supporting schools to encourage students to stay in school, return to school or get involved within their learning community.

www.InvestED.org