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Break It in Order to Fix It:

Break It in Order to Fix It:. Creating New Financial Models for Catholic Schools. NCEA CONVENTION. New Orleans, LA April 26, 2011. Presented by: Bernard DuMond, Vice-President, Institute of School & Parish Development .

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Break It in Order to Fix It:

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  1. Break It in Order to Fix It: Creating New Financial Models for Catholic Schools NCEA CONVENTION New Orleans, LA April 26, 2011 Presented by: Bernard DuMond, Vice-President, Institute of School & Parish Development

  2. “Our young people are the Church of today and tomorrow. It is imperative that we provide them with schools ready to address their spiritual, moral, and academic needs.” Renewing Our Commitment to Catholic Elementary and Secondary Schools in the Third Millennium – United States Conference of Catholic Bishops, July 2005

  3. AGENDA • Opening Prayer • Key Points & Considerations • The State of Catholic Schools • Key Steps & Financial Models • Making It Come Alive • Q & A & Action Plan

  4. ! • KEY POINTS • The current dependence on tuition, fund-raising and parish subsidy will not sustain Catholic Schools.

  5. ! • KEY POINTS • Sustaining the financial viability of our Catholic Schools is the MOST defining issue of our time.

  6. ! • KEY POINTS • This is about • FAITH • & • FINANCES.

  7. ! • KEY POINTS • We need a NEW commitment, wisdom, patience, a true sense of community and clarity of mission.

  8. THE CHALLENGE • You Have the POWER and the • OPPORTUNITY to • TRANSFORM • OUR • Catholic Schools.

  9. BY THE NUMBERS • There are 6,980 Catholic schools: • 5,774 elementary; 1,206 secondary. • 34 new schools opened; 172 consolidated or closed. • 1,822 schools have a waiting list for admission. • - Source: NCEA 2010-11

  10. BY THE NUMBERS • Total Catholic school student enrollment for the current academic year is 2,065,872. • 1,467,694 elementary/middle schools; • 598,178 secondary schools • Minority student enrollment is 624,878 which • is 30.2% of the total enrollment. • Non-Catholic enrollment is 307,458 which is 14.9% of the total enrollment.

  11. BY THE NUMBERS • 43.0% of the schools are still in urban/inner city locales despite population losses and great financial difficulties in maintaining them.  • During that same period of time, suburban schools increased from 25.0% to 35.9% of the total.

  12. BY THE NUMBERS • Between the 2000 and the 2011 school years, 1,755 schools were reported closed or consolidated (21.5%). • The number of students declined by 587,166 (22.1 %).  The most seriously impacted have been elementary schools.

  13. BY THE NUMBERS • Elementary • Mean parish school tuition:              • $3,383.              Per pupil cost:  $5,436. • Secondary • Mean freshman tuition:                    • $8,787.              Per pupil cost:  $10,808.

  14. A NEW WORLD • We Face More Competition • 96% Lay Teachers • Cost of Education Continues to Rise • Academic Needs – Learning Styles • Demographic Shifts • Growth of Technology & Media • The Need for Marketing – 24/7 • Educational Options • The Decline in Enrollment

  15. A NEW WORLD • Governance Changes • The Need for Planning & Visioning • Branding Your Image -- Critical • Enrollment Management Process • More Involvement From Alumni • Capital Campaigns & Annual Fund • Innovative Curriculum • Expanded Role of Faculty • Need All Resources

  16. YOUR RESPONSE • Seeing • CHALLENGES • As OPPORTUNITIES!!

  17. KEY STEPS • STEP ONE: • Be a School of Excellence • In All Areas • Continuous Improvement • Total Quality • A Culture of Engagement • Seven Pillars

  18. PILLARS OF EXCELLENCE Visionary Leadership Strong Catholic Identity Financial Stability Quality Academics Effective Marketing & Communications Enrollment Management Vibrant Student Life

  19. KEY STEPS • STEP TWO: • Understand the Marketplace • Educational Options • Demographics • Needs of Parents & Students • Business and Economic Trends • History & Tradition • Location of the School

  20. KEY STEPS • STEP THREE: • Establish Resource Task Force • Best and Brightest • Create a Viable Plan • Implement the Vision • Evaluation • Continuous Improvement

  21. KEY STEPS • STEP FOUR: • Understand Financial Complexities • Income Vs. Expenses • True Cost of Education • Funding Sources • Tuition Assistance • Parish Subsidy • Enrollment and Development

  22. KEY STEPS • STEP FIVE: • Educate Your Community • Honest and Realistic • All Groups: Parish & Community • Paper, Personal, Electronic Media • The Need for Change • The Value of Catholic Education • An Investment Opportunity

  23. KEY STEPS • STEP SIX: • Research NEW Funding Models • Analyze Revenue Streams • Cultivate Resources • National Search – Best Models • Customize for Your School

  24. REVENUE STREAMS Parish Tuition Fundraising/Development

  25. NEW REVENUE STREAMS Parish Diocese Tuition Deanery Grants Annual Fund Planned Giving Fundraising/Development Partnerships

  26. SECURE NEW RESOURCES True Stewardship National Network/Angels K-12 Collaboration Shared Services Office of Development Business Partnerships Colleges & Universities Community Service Wisdom & Expertise

  27. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • A) Shared school funding through • the diocesan foundation and • endowments – dedicated to Catholic education

  28. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • B) Shared school funding through • the Annual Catholic Appeal – • Bishop’s Appeal

  29. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • C) Endowment Campaign for Catholic Schools

  30. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • D) Explore a partnership with the • Cristo Rey Network of Catholic • Schools – work-study and • business support

  31. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • E) Creating funding options • through business and • corporate sponsorships

  32. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • F) Establish Diocesan-wide, • collaborative Marketing • Campaigns and Enrollment • Management process

  33. KEY STEPS • STEP SIX: • Research NEW Funding Models • Diocesan • G) Create Diocesan-wide, • true Stewardship Process • -- As a Way of Life

  34. KEY STEPS • STEP SIX: • Research NEW Funding Models • Deanery/Cluster/Region • H) Deanery/cluster support of • Catholic Schools through • shared parish investment

  35. KEY STEPS • STEP SIX: • Research NEW Funding Models • Deanery/Cluster/Region • Fair Share Tuition Model • Based on Family Income • May Include Volunteer Hours • - Gonzaga Prep - Spokane, WA

  36. KEY STEPS • STEP SIX: • Research NEW Funding Models • Deanery/Cluster/Region • J) Cost-Based, Needs-Based • Tuition Model • w/Strong Development Efforts • - Bishop Heelan Schools, IA NCEA Spice Award Winner

  37. KEY STEPS • STEP SIX: • Research NEW Funding Models • Deanery/Cluster/Region • K) Collaborative models of shared financing , services, personnel and purchasing

  38. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • L) Support for Catholic Schools from clergy, administration, faculty/staff – dedicated resources and teamwork

  39. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • M) School Funding through Parish Stewardship Process • - Diocese of Wichita, KS

  40. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • N) Parishioner support through • tuition assistance, • scholarships and • “Adopt-A-Student” process

  41. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • O) Strong Development Efforts: People Engagement, Annual Fund, Marketing, Enrollment, Planned Giving, Alumni, etc.

  42. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • P) Growth of School Foundation, Endowment and scholarships – • Tell the Story

  43. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • Q) Comprehensive Marketing • Campaign: 24/7 • The Value of a Catholic • Education – FOR LIFE!

  44. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • R) Connection with and incentives • for newly baptized and • newcomers

  45. KEY STEPS • STEP SIX: • Research NEW Funding Models • Parish/School • S) Engagement with Key Groups: • Alumni, Grandparents, Past • Parents, Businesses, • Community Agencies

  46. KEY STEPS • STEP SIX: • Research NEW Funding Models • Government Support • T) Tuition Tax Credit • Tuition Voucher

  47. KEY STEPS • STEP SIX: • Research NEW Funding Models • National • U) National Capital Campaign for • Catholic Schools • Supported by Bishops/Clergy • and every Diocese

  48. KEY STEPS • STEP SEVEN: • Gather Input From Community • Input Sessions • Surveys • Electronic Polls • Staff Meetings • Deanery/Cluster Meetings

  49. KEY STEPS • STEP EIGHT: • Determine NEW Funding Model • Master Plan for Fund-raising • Best Options • Numerous Sources • Offers Varied Giving Levels • Tuition Assistance • Strong Development Effort

  50. KEY STEPS • STEP NINE: • Implement NEW Funding Model • Phased In • Embrace Transformative Change • Anticipate Resistance • Continue to Gather Input • Ongoing Evaluation • Create the NEW Norm

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