How we got our first annual fund off the ground

How we got our first annual fund off the ground

This is a short essay that appeared several years ago in our e-newsletter. It describes how the Winston-Salem Montessori school in North Carolina held its first annual fund campaign.

by Elizabeth Meadows, Montessori School of Winston-Salem

At The Montessori School of Winston-Salem we wanted to find a way for our whole community to be involved in and visualize the importance of giving back to our school. Our Annual Fund Campaign, Building Strong Foundations, is our most important revenue source after tuition and we depend on it to support a quality program.

As is true for most private schools, our Annual Fund is the key to improving and growing a quality Montessori program for our children and providing a sound work environment for our staff. This year’s campaign has been so successful to date and part of the success is seeing the children’s eyes light up when they see another cube on being added to our tower. This is truly a community event, as everyone has loved being a part of our growing tower. Made in proportion by parent, Dan Pfeiffer, our wooden cubes represent the classic Montessori material that the children instantly recognize and relate to. The tower consists of ten hand made wooden cubes in equally incremental sizes.

Our contributors range from grandparents, friends, parents, aunts and uncles and others. Some of our community members have been making contributions in honor of students and family members birthdays. The wonderful thing is that no matter how large or small the contribution, all of it is adding up to an extremely successful Annual Fund Drive so far.

Since January 17, 2007 we have raised more than $20,000 and each cube represents $5,000. When our tower is complete we will have reached our goal of $50,000. As the children and families watch our tower grow they know we are closer to reaching our goal of $50,000.

Fundamentals of Fundraising Part 1

Fundamentals of Fundraising Part 1

September 14, 2016 This week we began a series of three webcasts about fundraising in Montessori schools.

Some schools have been running very successful campaigns for years, some are just in the early stages, and some would like to begin.

This week we discussed:

  • the nature of fundraising
  • the importance of fundraising for all nonprofits
  • the psychology of why people give
  • the types of basic fundraising programs that are commonly found in independent schools: annual funds, special events, raffles, bake sales, golf tournaments, etc.
  • major fundraising efforts; capital campaigns, planned giving, and endowment funds
  • how to avoid fundraisers that consume time and energy and produce little result
  • how fundraising can build community rather than creating aggravation

In coming webcasts, we will go into greater depth, discuss specific strategies and systems to support your efforts, and explore the ways to cultivate ongoing support from a broader audience than your current families

Why Schools Fundraise

Why Schools Fundraise

Bake sales, special events, art auctions, annual funds, capital campaigns, endowments… It sometimes seems like the nonprofits in our lives are constantly asking us to give. Even if your children attend a local public or charter school, it’s likely that fundraising through the parents’ association goes on year after year. Why?

Philanthropy – literally
a “love of one’s fellow human beings.”

You may find this particularly galling if you send your children to a private school, and you are already paying a not inconsiderable tuition every year. 

“So, tell me again why most schools ask parents to make donations of time, money, or something tangible like an old car or maybe some stocks when we’ve already paid our tuition or taxes?” 

It’s a fair question. We are often asked why schools don’t simply make do with what they bring in from tuition or government funding? Or, in the case of private schools, why don’t they simply raise the price of tuition? 

The answer is fairly straightforward. In many cases, unless the government offers funding that supports children’s tuition, most schools can’t set a tuition that’s high enough to cover all of the schools operating expenses, while also set money aside in reserve for emergencies and major capital investments. 

Education is expensive, and most independent schools want to attract as diverse a community of learners as possible. This is why so many colleges and schools of all sorts create a financial-aid program, setting aside some of the funds that come in to provide scholarships or financial aid to families who, otherwise, could not afford to enroll their children.

Fundraising is an essential element for almost every public and private school. It’s a rare situation where government funding is adequate to cover all the programs that school parents might want for their children. As a result, parent-teacher associations have historically raised money year after year. 

Non-public schools are independent of the government, leaving them dependent on tuition, gifts, and grants.

This is especially true when schools need to make a major purchase, such as a new facility, an expansion, or a major repair. These (often unexpected) expenses usually can’t be covered by most schools’ operating budgets. 

So, in countries like the United States, where there has been a tradition of support for independent or faith-based non-public schools, families (along with extended family and friends) are asked to help the school accomplish important goals.

Fundraising is probably easiest to understand when the entire school community recognizes the need to buy a new building or expand what they have; however, it’s not always obvious why the same school would run a fundraising campaign every year. 

The answer is fairly simple.

In much of the world, gifts made to non profit charitable organizations, such as a non profit school, may be deducted from corporate or personal income tax. This can have significant advantages to the donor. One member of a board would often propose that we should have school tuition set at $10 a year and ask everyone to make a “gift” of $10,000 to $20,000. At first glance, it sounds appealing, because a tax deduction means a true saving on taxes paid and may even lower the donor’s tax bracket. Many people prefer the ability to designate some of their tax dollars to a worthy cause of their own choosing. 

However, gifts must be made voluntarily. If a nonprofit school required parents to make a donation in order to send their children to school, their “gift” is unlikely to be considered tax-deductible.

So, whether your children attend a private school or one that is publicly funded, you are likely to be asked to support their fundraising efforts. Montessori schools are no exception.

The relationship between fundraising and independent schools is complex. 

Giving takes many forms. Whether a gift takes the form of a monetary contribution, a gift of stock, or the giving of one’s time and talent (usually not tax deductible), the act of giving is an important demonstration of
support and recognition for the ideals, philosophy, and goals we all share for our children.

Fundraising should not feel like arm twisting. It should be a kind invitation to join with other families, grandparents, faculty, and friends of the school to achieve a specific goal. Wise schools cultivate a culture of community, caring, and support. They encourage their stakeholders to consider their ties to the school and discover the many ways people share the gifts of time, talents, experience, wisdom and financial support with the enduring institution called the School. 

Gifts to Montessori schools are an important source of revenue not only to accomplish
the school’s present goals but to provide the type of ongoing support that enables it to remain on the cutting edge and remain true to its mission.

Because of the support of faculty, families, and alumni, Montessori schools become strong and stable; and it is the responsibility of all who love a particular school to maintain this strength by responding generously when they are asked to give.