High School Fall Meeting September 22, Access this presentation at:

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1 High School Fall Meeting September 22, 2017 Access this presentation at:

2 CSF Mission The Catholic Schools Foundation changes lives by providing families with demonstrated financial need an opportunity to give their sons and daughters a quality education, focused on Christian values and character formation at Catholic Schools located throughout the Archdiocese of Boston, regardless of race, religion, ethnicity or gender.

3 Meeting Objectives To communicate effectively with our school partners and new school leaders To share key dates and expectations in order to facilitate successful partnerships with our schools To communicate any adjustments to processes* to ensure successful completion of tasks *Noted with New!

4 Webinar Agenda Who we are School and Student Data Non-Scholarship Support Communications and Website Grant Application Process Scholarship and Grant Opportunities Scholarship Recipient and Grant Criteria Key Dates and Opportunities

5 CSF Staff Mike Reardon Executive Director Sue Gartside Office Manager Megan Adzima Allocations and Partnerships Director Christine Lattin Allocations and Partnerships Associate Gina Rindfleisch Development Director Hillary Laggis Corporate Partnerships Director Anna Currell Development Associate; New! Yearam Kang Gift and Data Processor (Part Time); New! Naila Asif Data Manager (Part Time)

6 FY17 CSF Support for Schools and Students $8.1 Million Scholarship Support $1.4 Million Non-Scholarship Support 4,000 Scholarships 700 High Schools Students 3,300 Elementary School Students 88 Schools 29 High Schools 59 Elementary Schools

7 Non-Scholarship Support FY17 BC Experience for Rising Seniors Boston Symphony Orchestra Tickets Catholic Schools Admissions Collaborative Initiatives in Collaboration with the Catholic Schools Office City Connects Program Engineering is Elementary

8 Leadership Investment New! $600,000 Investment in FY18 In collaboration with the CSO Contact if interested Retain and increase effectiveness of new Catholic school leaders Create a pool of highly-qualified Catholic school leaders or CSF Apprentice Leaders Develop a deep and talented pool of future apprentices and leaders or Aspiring Leaders Build a pool of qualified, committed, and trained individuals to actively serve as board members at in-need Catholic schools in RCAB

9 CSF Apprentice Leaders School Apprentice Principal Mentor Principal OLPH Mission Grammar School, Roxbury Kristina Favaloro Relihan Ali Dutson Saint Michael School, Lowell Donna Henderson Scott Bolton Saint Patrick School, Stoneham Saint Raphael School, Medford Bailey Magazzu Julia Fiedler-Ross Anthony Fontana Mark Bedrosian

10 Board Training Program New! Part of Leadership Investment In collaboration with the CSO Contact if interested To create a pool of qualified, committed, and trained individuals to actively serve as board members at inneed Catholic schools in RCAB To promote best practices for good governance To match program graduates with in-need Catholic school boards.

11 Board Training Program March June, 2018 Audience School Leaders and Board Members Individuals seeking to bring their diverse occupational backgrounds and experiences to serve on Catholic school boards, serve as board members at in-need Catholic schools in RCAB ICSF Young Leaders Boston Advocates for Catholic Education (BACE) Other ICSF supporters CSO before December 1 if interested in participating

12 Communications Main Contact Receives all CSF communications Ensures information is distributed to proper school members Meets all CSF deadlines Returns all forms Secondary Contact Receives all CSF communications Update Contact Information

13 Communications Online Express Monthly Memos, notifications, and general news sent via Online Express Looks like a newsletter Monthly Memos archived on the CSF website Check spam folder!

14 Communications Allocations Address New! Reports, Forms, Deadlines Questions or day-to-day items to or

15 Communications Deadlines Necessary to allow CSF to complete processes Required documentation for our auditors Missed deadlines are monitored closely Continued and/or repeated missed deadlines may impact the school s eligibility for future funding

16 Communications Website Live School Calendar Grant Resources Grant Applications via SM Apply New! Archived Communications and Presentations Updated Policies Press Toolkits Christmas Card Contest, CSF Scholar Opportunities

17 Grant Resources

18 Communications New! New!

19 Grant Application Process NEW! SM Apply Linked on CSF website Main contacts have access; one account per school Schools can save work and return to it later All supporting documents will be submitted through the site 24/7 Support Grant notification via from CSF

20 Grant and Scholarship Opportunities SurveyMonkey Apply (SM Apply) Homepage

21 Home Page Program View 1 View 1

22 Homepage Program View 2 View 2

23 Click More for Application Landing Page

24 Application Landing Page

25 Name Your Application

26 Complete Your Tasks More Options Application Questions

27 Completed Application Form is NOT a Submitted Application

28 Submit Your Application

29 School Grant Opportunities Emergency Funding All Year, Starting Oct 2, 2017 CSF Scholars October 2, 2017 (Due: October 22)

30 Guaranteed One-to-One Scholarships Guaranteed scholarship each year the student is enrolled at the school and continues to qualify for aid through FACTS Does not Include the Emergency Fund CSF reserves the right to decline scholarships that do not align with its mission. If a student withdraws or transfers from your school or no longer qualifies for financial assistance, this money is no longer available to your school or the student. Withdrawal Complete withdrawal form FACTS Funds and Verification Process allow us to track students Fund Definitions and Tracking in FACTS FACTS Training Guide

31 Student Verification Forms Sent two times per year Ask schools to confirm students enrollment and CSF awards Schools complete the form, sign last page, scan and return via to Allows CSF to track scholarship recipients and maintain accurate records

32 Emergency Fund 5 Rounds a year (Funding Permitting), Opens October 2 One-time award For students experiencing unexpected hardships that financially impact the family There is an immediate and urgent need. New! The situation will have a strong impact on the student and his/her family financially. The school assists the family through tuition aid and other efforts. The school has a concrete and detailed plan to support the family in the future. The student will likely withdraw if he/she does not receive additional aid Emergency Fund Criteria and Timeline

33 Emergency Fund Data FY17 Total Emergency Fund Awards: $427, Students 54 Schools (14 High Schools, 40 Elementary Schools) Average Award: $2,078 Average Total Family Income: $44,699 Average Family Size: 4

34 Who is a CSF Scholarship Recipient?

35 Who is a CSF Scholarship Recipient? A student whose life is impacted significantly by a Catholic education, is unable to attend a Catholic school without financial assistance, has an average total family income of approx. $44,000 or less for a family of four, receives an award that significantly contributes to the family s financial obligation.

36 Scholarship Recipient Data FY17 Median Total Family Income $42,074 High School $37,349 Elementary School Median Total Family Income per Capita $12,017 High School $11,953 Elementary School *Does not include Emergency Fund

37 Scholarship Recipient Data FY17 Student Ethnicity 31% Hispanic 27% Multiracial or Other 21% Caucasian 16% African American 5% Asian Student Religion 75% Catholic 21% Other Christian 4% Other Non-Christian Single-Parent Family 62% *Does not include Emergency Fund

38 CSF Scholars The CSF Scholars Program was established in 2011 to provide scholarships to a select group of students in the Archdiocese of Boston s Catholic high schools. Since 2011, $8.1 million in scholarships have been distributed to 800 students for the CSF Scholars Program.

39 A CSF Scholar is a student who CSF Scholar Criteria will have his or her life impacted significantly by a Catholic education, with strong preference for a student matriculating from a Catholic grade school, is motivated to succeed academically and to serve his or her community, is unable to attend a Catholic school without financial assistance, has a demonstrated financial need and continues to demonstrate that need each year through FACTS, has an average total family income similar to that of the CSF scholar profile($43,038), receives an award that significantly contributes to the family s financial obligation, Signs a release of information form through their school for CSF.

40 CSF Scholars Mass and Reception

41 CSF and Gerstner Scholars Mass Additional Details New! Location and Time Our Lady Help of Christians Church, Newton 11:00 AM Pastor Invitations Please let Chris know if you would like us to send a pastor an e-invitation. Volunteers Greeters Readers Gift Bearers Arrive 45 minutes before Mass clattin@csfboston.org by September25

42 CSF and Gerstner Senior Scholar Visits Thank you! Beginning in the Fall Coordinated by Anna Currell, visits by all CSF staff Ask students to complete information sheet beforehand Class of minutes

43 CSF and Gerstner Senior Scholar Agenda CSF Background Learn About Scholars Share Opportunities for Scholars Ways to Connect with Scholars Moving Forward Celebration of Excellence New! Tentative: March 1, 2018

44 FY17 Scholarship Recipient Opportunities BC Experience for Rising Seniors CSF Scholars Night at the Celtics Game Special College Tours and Information Sessions Hill Holiday Internship Wall Street 101 at Bentley University

45 PL Scholars Mass October 24, :00 AM-11:00 AM Our Lady Help of Christians Church, Newton New! Special Invitation to High School Representatives Designated area at reception to meet 8 th Grade PL Scholars Financially in-need students identified as outstanding students by their principals RSVP to clattin@csfboston.org by October 10, 2017

46 Continuum Scholars Continuum Scholars New! Five 7 th Graders $5,000 Portable Scholarship to RCAB HS of Choice Will share the names of students in Fall of 8 th grade year New Class Pending Board Approval FY17 Overview

47 Key Dates* Applications October 2: Emergency Fund Application Available October 2: CSF Scholar Class of 2022 Grant Application (Due: October 22) *Can change

48 Key Dates* Grant Distributions November 16: Fall Distribution (Receipt Due: November 30) April 26: Spring Distribution (Receipt Due: May 10) *Can change

49 Key Dates* Events September 22: High School Webinar October 17: CSF and Gerstner Scholars Mass and Reception October 24: PL Scholars Mass and Reception March 1 (Tentative): Celebration of Excellence April 12: 28 th Annual ICSF Dinner *Can change

50 Key Dates* Upcoming Deadlines September 30: CSF Scholar 2021 changes due in FACTS and ed to October 20: Fall Verification Forms Due Student Donor Thank You Letters postmarked *Can change

51 Social Media Inner-City Scholarship

52 Questions Megan Adzima direct line: Christine Lattin direct line: Main Line csfboston.org

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