Ames, IA Date: August 5, 2013 BOARD AGENDA FORM. Subject: Ames Education Foundation Updates/Report Detail Gifts to ACSD

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1 Ames Community School District Exhibit No. I-1_ Ames, IA Date: August 5, 2013 BOARD AGENDA FORM Subject: Updates/Report Detail Gifts to ACSD Prepared by: Annie Arbuckle, Executive Director Action Requested: Information Only Executive Summary: This report, which includes a PowerPoint presentation, will give a brief overview of the and the core programs. The PowerPoint presentation has a break down of the gifts to the District during the school year. Included in this report is the update information for the upcoming TASTE for Education Event scheduled for Sunday, September 29, Financial Information: Fund: All Funds Estimated Cost: Budget Amount: Superintendent s Review:

2 1

3 Board Of Directors Steve Ringlee, President Karen Strehlow, Vice President John Linch, Treasurer John Timmons Chuck Winkleblack Kurt Friedrich Patty Meese Brandon Patten Jerry Hatfield 2

4 Staff Ann Arbuckle, Executive Director Shannon Barr, Administrative Coordinator Pam McPeak, Special Projects Ex-Officio Dr. Taylor, Superintendent Appointed School Board Representative for Meetings David Putz 3

5 Foundations for Community Schools K-12 are increasing as an essential service to support educational projects for school districts due to budget constraints. What continues to drive the Foundation is our mission: Our mission is to provide financial support for innovative educational projects not ordinarily provided through the district s operating budget. 501 (c ) (3) non-profit organization. Donations to our foundation are tax deductible according to IRS guidelines. 4

6 Core Program Updates Signature Programs Mini-Grants Mini-Grants Help Teachers Foundation Mini-Grant Finn-Milleman Mini-Grant SOS (Support Our Students) SOS Helps Students SOS program helps students from families that may struggle financially to help purchase appropriate supplies to be ready for school. This program has helped 100 s of students. 5

7 Core Program Updates Specialty Program 100 s Club This is a Women s Philanthropic Group which raises money for the K-5 grades for Leveled Readers texts which are used in elementary classrooms. This program helps all of the Ames elementary schools. 6

8 Core Program Updates Opportunity Programs Planned Giving Gifts Through a Will or Estate Major Gifts 7

9 Gift Updates The raised funds for the programs - Mini-Grant, SOS, and Leveled Readers. The also raised funds through the inaugural event last September at thetaste for Education Event. The next slides break down the recent gifts to the Ames Community School District. 8

10 Gift Updates A total of $41,998 represents gifts from the to the Ames Community School District. SOS Gift = $8000 Mini-Grant Gifts = $6698 Leveled Readers Gift = $7000 Technology Gifts from Event = $20,300 9

11 Gift Updates - Detail Date Payee Description Amount 8/18/12 ACSD SOS $ /18/12 AHS Technology $19,300 12/18/12 AHS Surveillance $800 12/18/12 AMS Surveillance $200 1/21/13 Edwards Leveled Readers $1400 1/21/13 Fellows Leveled Readers $1400 1/21/13 Meeker Leveled Readers $1400 1/21/13 Mitchell Leveled Readers $1400 1/21/13 Sawyer Leveled Readers $

12 Gift Updates - Detail Date Payee Description Amount 1/21/13 Meeker Finn/Milleman $500 Mini-Grant 1/21/13 Sawyer Finn/Milleman $500 Mini-Grant 1/21/13 AHS Mini-Grant $200 1/21/13 AMS Mini-Grant $2167 1/21/13 Edwards Mini-Grant $500 1/21/13 Fellows Mini-Grant $1431 1/21/13 Mitchell Mini-Grant $500 1/21/13 Sawyer Mini-Grant $900 TOTAL $41,998 11

13 Gift Updates Paul Tallman, (right) Band Instructor Elementary - All Schools Mini-Grant Recipient Barb Sailsbury, (far right) AMS Instructor Mini-Grant Recipient 12

14 2013 Event Update Taste for Education You re Invited Sept. 29,

15 Taste for Education TASTE - Teachers and Students Together for Education -Sunday, September 29, 2013 at 5:00 pm -Gateway Hotel and Conference Center -Hosted by the -Reserved Seating -Tickets are $50 and are now available: -At AHS main office, -Chocolaterie Stam, or -Online at 14

16 2013 Event Update Raising Awareness EVENT INCLUDES Food Tastings from chefs and restaurants Silent Auction and Live Auction Unveiling of the dessert Jazz Band Seating is reserved and is 10 seats to a table EVENT SUPPORTS The Foundation, as well as proceeds will go towards upgrading technology in the classroom at AHS, Mini-Grants for teachers, and the game that evening will go to the Leveled Readers program for the K-5 grades. 15

17 2013 Event Update - Raising Awareness Taste for Education Help us build this tradition, and preserve the wonderful education and experience of going to school in Ames! Sponsorship information is available by contacting the Foundation office at 515/ Event Information at Or 515/

18 Long Term Goals Estate Planning/Planned Giving Signature Programs for Major Gifts Focus on major curriculum goals of ACSD 17

19 Financial and Investment Strategy Endowment funds invested in broad market index funds Story County Community Foundation tax credit opportunities for donors 18

20 Program and Operations Updates Daily Operations Scholarship Administration Receipting, Tracking, Depositing Donations Thanking Donors by correspondence, mail, and by phone Direct Mail campaigns Daily Fielding Questions from Teachers, Parents, Businesses, Alumni, Donors & Future Donors, ACSD staff 19

21 Benefits and Outcomes Positive Publicity for Ames Community Schools Continue to Build Relationships with Donors and Community Members for the Greater Good of our Students

22 In Closing Thank You Invite you to visit our website at Invite you to our 2nd Annual TASTE for Education Sunday, September 29, 2013 THANK YOU - to the ACSD staff, the School Board, The Foundation Board, Foundation Staff and Volunteers, the Community, Alumni, Businesses, and Individuals that help support our causes! 21

23 Thank You 22

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