Creative Fundraising Strategies Dr. Philip E. Geiger, President Educational Services Division MAXIMUS, Inc. 9264 East Mountain Spring Road, Scottsdale, Arizona 85255 Phone: 703-251-8508 Cell: 602-751-5858 Fax: 703-251-8240 email@example.com Times Have Changed • More Kids Than Ever • Baby Boomers Demanding New Health Related Services • Population is Aging • Enrollments will decline by 2015 • Funding Declines will Continue New Dollars, Cost Reallocation, New Revenue Sources • State and Federal Programs • Program Reviews, ROI, Zero Based Budgeting • Entrepreneurial Activity What would you do if it were your own store? Funding for Education NCLB Compensatory Funds Competitive Grants Special Education Funds Microsoft Settlement Foundations/Charitable Trusts Government Relations School Based Medicaid Claiming NCLB Compensatory Funds • Title I: Improving the Academic Achievement of the Disadvantaged – – – – – – – – – – – – I.a. Improving Basic Programs Operated by LEA’s I.b.1. Reading First I.b.2. Early Reading First I.b.3. Even Start Family Literacy Program I.b.4. Improving Literacy Through School Libraries I.c. Education of Migratory Children I.d. Prevention/Intervention Programs for At Risk Children I.e. National Assessment of Title 1, Title 1 Evaluation and Demonstration I.e. Close Up Fellowship I.f. Comprehensive School Reform I.g. Advanced Placement I.h. School Dropout Prevention NCLB Compensatory Funds • Title II: Preparing, Training, and Recruiting High Quality Teachers and Principals – – – – – – – – – – – – – II.a. Teacher/Principal Training II.a. School Leadership II.a. Advanced Certification/Credentialing II.a. Early Childhood Educator Professional Development II.b. Math and Science Partnerships II.c.1.a. Troop to Teachers II.c.1.b. Transitions to Writing II.c.2. National Writing Project II.c.3. Civic Education II.c.4. Teaching of American History II.c.5. Teacher Liability Protection II.d.1&2. Enhancing Education Through Technology II.d.3. Ready to Learn Television NCLB Compensatory Funds • Title III: Language Instruction for LEP and Immigrant Students • Title VI: 21st Century Schools – – – – IV.a. Safe and Drug Free Schools IV.a.3. Gun Free Requirements IV.b. 21st Century Community Learning Centers IV.c. Environmental Tobacco Smoke NCLB Compensatory Funds • Title V: Promoting Informed Parental Choice and Innovative Programs – – – – – – – – – – – – – – – – – – V.a. Innovative Programs V.b.1. Public Charter Schools V.b.3. Voluntary Public School Choice V.c. Magnet Schools Assistance V.d.2. Elementary and Secondary Schools Counseling V.d.3. Partnerships in Character Education V.d.4. Smaller Learning Communities V.d.5. Reading is Fundamental V.d.6. Gifted and Talented Students V.d.7. Star Schools V.d.8. Ready to Teach V.d.9. Foreign Language Assistance V.d.10. Physical Education V.d.11. Community Technology Centers V.d.12. Educational, Cultural, Apprenticeships, and Exchange Programs for Alaska Natives, Native Hawaiians, and Their Historical Whaling and Trading Partners in Massachusetts V.d.15. Arts in Education V.d.16. Parental Assistance Information Centers V.d.21. Women’s Educational Equity NCLB Compensatory Funds Title VI: Flexibility and Accountability VI.a.1 Improving Academic Achievement, Accountability, Grants for State Assessments and Enhanced Assessments VI.a.2. Funding Transferability for State and Local Educational Agencies VI.a.3.a. State Flexibility Authority VI.a.3.b. Local Flexibility Demonstration VI.b.1. Rural Education Initiative Small, Rural School Achievement VI.b.2. Rural Education Initiative Rural and Low Income Schools VI.c.411. General Provisions, National Assessment of Educational progress NCLB Compensatory Funds Title VII: Indian, Native Hawaiian, and Alaska Native Education VII.a. Indian Education VII.b. Native Hawaiian Education VII.c. Alaska Native Education NCLB Competitive Grants • • • • • • Reading First 21st Century Community Learning Centers Enhancing Education through Technology Comprehensive School Reform Even Start Family Literacy Improving Literacy Through School Libraries Supplemental Educational Services (SES) • Supplemental Educational Services are additional academic instruction designed to increase the academic achievement of students in low-performing schools. Providers of supplemental educational services may include: – – – – – – – – non-profit entities for-profit entities local educational agencies, public schools, public charter schools, private schools, public or private institutions of higher education, and faith-based organizations. • IDEA 2004 part B Reauthorization 2005 2006 2007 Fully Funded by: 2011 $26,100,000,000 $12,358,376,571 $14,648,647,143 $16,938,917,714… IDEA part B, 2004 Funds may be used to carry out the following activities: • • • • • For support and direct services, including technical assistance, personnel preparation, and professional development and training; To support paperwork reduction activities, including expanding the use of technology in the IEP process; To assist local educational agencies (LEAs) in providing positive behavioral interventions and supports and mental health services for children with disabilities; To improve the use of technology in the classroom by children with disabilities to enhance learning; To support the use of technology, including technology with universal design principles and assistive technology devices, to maximize accessibility to the general education curriculum for children with disabilities; Development and implementation of transition programs, including coordination of services with agencies involved in supporting the transition of students with disabilities to postsecondary activities; To assist LEAs in meeting personnel shortages; • • IDEA part B, 2004 Funds may be used to carry out the following activities: • • To support capacity building activities and improve the delivery of services by LEAs to improve results for children with disabilities; Alternative programming for children with disabilities who have been expelled from school, and services for children with disabilities in correctional facilities, children enrolled in State-operated or State-supported schools, and children with disabilities in charter schools; To support the development and provision of appropriate accommodations for children with disabilities, or the development and provision of alternate assessments that are valid and reliable for assessing the performance of children with disabilities, in accordance with sections 1111(b) and 6111 of the ESEA; and To provide technical assistance to schools and LEAs, and direct services, including supplemental educational services as defined in section 1116(e) of the ESEA to children with disabilities, in schools or LEAs identified for improvement under section 1116 of the ESEA on the sole basis of the assessment results of the disaggregated subgroup of children with disabilities, including providing professional development to special and regular education teachers, who teach children with disabilities, based on scientifically based research to improve educational instruction, in order to improve academic achievement to meet or exceed the objectives established by the State under section 1111(b)(2)(G) of the ESEA.  Refers to requirements of the State’s accountability plan under section 1111(b)(2) ESEA, where each state must establish statewide annual measurable objectives applicable to all students, pursuant to section 1111(b)(2)(C)(v). • • • How You Can “Make” Money • Medicaid Reimbursement for Special Education Students – Fewer than 50% of the school districts participate Naming Rights • Advertisers spend $188 billion to advertise to children • Charlotte, NC • Examples, Novell Computer Lab; ATA Library How You Can “Save” Money • Implement an ASP – Application Service Provider • For Example, in one California district they could save $3 million annually by using an ASP • Bonus- Deliver software home for free • learningstation.com, software and solutions/TCO How You Can “Save” Money Outsourcing – The Easy Ones – Food – Transportation – Cleaning and Maintenance Maintenance and Operations • 1997 – 9.69% of net current expenditures • 1998 – 9.4% • 1999 – 9.09% • 2000 – 9.03% • 2001 – 8.5% • 2002 – 7.78% How You Can “Save” Money • Preventative Maintenance – Computerized Software – Preventative Maintenance Plan – Monitoring of Work – Job Order Contracting How You Can “Save” Money • Public Private Partnership Development of New School Facilities – Natomas School District, Sacramento, CA – Less than 1% interest – Leaseback New Methods for School Construction • School Building Conditions – Florida – 57 A’s, 42 – C’s – Georgia – 37 A’s, 38 C’s – Mississippi – 50 A’s, 20 C’s • Design-Build • Construction Manager At Risk • Construction Manager As Agent American Society of Civil Engineers 2001 Budget Strategies • Zero Based Budgeting • Activity Based Budgeting • Curriculum ROI Extraordinary Options • District Sponsored Charter School • Year Round Calendar • Four day work week • High school multiple sessions • Increase class size • Increase insurance copays Other Options • Insurance Pools • Outsource Business Functions • Attorneys’ Contracts – Retainer for all services – Retainer to Threshold Services Just a Few More Ideas • • • • • Thin Client Terminals Electronic Textbooks Electronic Programs Offload Athletics Fees for Service – Rental of Space – Pay to Play • Foundation Development • Commercial Sales of Products, Curriculum • Lease Everything Additional Funding Sources • Preparing Tomorrow’s Teachers To Use Technology $63 m • Star Schools $28 m • Improving Literacy Through School Libraries $250 m • Enhancing Education Through Technology $700m Microsoft Settlement From the California DOE Website: • The Education Technology K-12 Voucher Program is the result of a settlement agreement from a class-action lawsuit between Microsoft Corporation and California consumers and businesses. Through the settlement, a fund was established, called a cy pres fund, to offer the vouchers to public schools that can be used to purchase computer hardware, software, or for technology maintenance, professional development or other related services. Although the exact amount that will ultimately be available in the cy pres fund is not yet known, it is estimated to be from $400 million to $600 million. Foundations/Charitable Trusts • Foundations: Nearly every major corporation has a foundation that will provide resources to schools. Look to corporations that have a presence in your area. Some corporations have an application process with deadlines; others have on-going giving programs. Typically, the larger the amount of money, the more work will be required on your part • Charitable Trusts: Many cities and areas that serve ‘at risk’ populations have charitable trusts that have been set up by wealthy benefactors, individuals, or organizations. These trusts will set their own deadlines, their own RFP’s, their own priorities, and fund project they see fit. It’s important to meet all their requirements and see that your project suits the trust’s priorities Government Relations 2 Levels: State and Federal Steps to Success: 1. Get to know your Representatives and Senators 2. Develop a project that addresses the needs of your district 3. Approach your elected official to introduce/sponsor an appropriation that sponsors your project Examples of Gov’t Appropriation Projects FY 2005 Fund for the Improvement of Education (FIE) Project GRAD-USA Inc., Houston, TX, for continued support and expansion of the program focusing on school reform To provide assistance to low-performing schools, $18,000,000 shall be for a grant to the Commonwealth of Pennsylvania Department of Education to provide assistance, through subgrants, to low-performing school districts. The Commonwealth initiative is intended to improve the management and operations of the school districts; assist with curriculum development; provide after-school, summer and weekend programs; offer teacher and principal professional development and promote the acquisition and effective use of instructional technology and equipment. $20,000,000 $18,000,000 Iowa Department of Education to continue the Harkin grant program $15,000,000 Reach Out and Read Education Leaders Council, Washington, DC, for the Following the Leaders project $10,000,000 $5,000,000 For Further Information Dr. Philip E. Geiger MAXIMUS, Inc. Division President School Based Services 9264 East Mountain Spring Road Scottsdale, Arizona 85255 602-751-5858 firstname.lastname@example.org
"Creative Fundraising Strategies"