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1 Elementary School Fall Meeting September 15, 2016 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

4 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 Officer Hillary Laggis Development Associate Kate Rota Development Associate Naila Asif Data Manager

5 FY16 Schools and Students 88 Schools 29 High Schools 59 Elementary Schools 3,793 Scholarship Recipients 742 High School Students 3,051 Elementary School Students *Does not include Emergency Fund

6 FY16 Support Scholarship Support FY16 $7.9 million Total $2.8 million High Schools $5.1 million Elementary Schools Non-Scholarship Support to Schools FY16 $488, Total $52,250 High Schools $436, Elementary Schools *Does not include Emergency Fund

7 Scholarship Support FY16 Range of Scholarship Recipients 2 to 105 High School 1 to 578 Elementary School Average Scholarship Recipients per School 25 High School 52 Elementary School *Does not include Emergency Fund

8 Scholarship Support FY16 Average Award as Percent of Tuition 32% High School 34% Elementary School Average Award $3,510 High School $1,458 Elementary School *Does not include Emergency Fund

9 Non-Scholarship Support FY16 August Institute; Catholic Urban Partnership BC Experience for Rising Seniors Boston Symphony Orchestra Tickets Catholic Schools Admissions Collaborative City Connects Program Engineering is Elementary

10 Additional Aid Process New Summer Process $546,400 granted to 27 elementary schools Met 73% of Request 27 of 58 schools* applied *Currently funded schools; all elementary schools in the Archdiocese of Boston were invited to apply

11 Communications Main Contact All CSF communications are sent to this individual Responsibilities: Insuring information is distributed to the proper school members Meeting all CSF deadlines Returning all forms Secondary Contact All CSF communications will be sent to this individual

12 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!

13 Communications Website Live School Calendar Grant Applications via FluidReview Archived Communications and Presentations Updated Policies Press Toolkits Christmas Card Contest, BSO Ticket Request Admissions Resources

14 Audit of Processes Memo sent September 9, 2016 Following first full year of one-to-one scholarship process To further evaluate our processes, intended outcomes, and to meet our fiduciary obligation To understand communication with schools in order to better partnerships and processes Internal report for CSF will be provided by third party firm. School-specific info will not be shared with other schools. Click here for the scope of work Sample of schools Late October to Mid-November

15 Elementary Scholarship Funds General Fund Retention Fund Recruitment Fund Hispanic Recruitment Initiative/New Immigrant Scholarship (HRI/NIS) Fund Emergency Fund

16 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

17 General Fund For returning, qualifying students who received General, Retention or Recruitment scholarships in the school year. The scholarship amounts cannot change. FY16 Retention and Recruitment scholarships become General scholarships in FY17. If a student received a General scholarship AND a Retention scholarship in FY16, the General scholarship for FY17 is the sum of these two awards. If a student withdraws from the school or does not requalify for aid, the school cannot re-assign the award in any fund. Deadline: June 30, 2016

18 Retention and Recruitment Funds Retention For returning students who did not receive a scholarship the previous year OR students in General or HRI/NIS funds who require additional scholarship support. Recruitment For students who are new to the school. Deadline: September 30, 2016

19 HRI/NIS Fund For returning, qualifying students who received HRI/NIS scholarships in the school year AND for new students to the school who are recruited through a FY17 HRI/NIS grant. The scholarship amounts cannot change for returning students. Deadline September 30, 2016

20 Emergency Fund 5 Rounds a year One-time award For students experiencing unexpected hardships that financially impact the family

21 Emergency Fund Data FY16 5 Rounds Total Emergency Fund Awards: $305, Students 50 Schools (15 High Schools, 35 Elementary Schools) 5 Non-CSF Funded Schools Average Award: $1,564 Average Total Family Income: $56,560 Average Family Size: 4

22 Scholarship Funds in FACTS Each school should create the appropriate funds for CSF scholarships in FACTS: General, Retention, and Recruitment. The total of the Retention fund and the total of the Recruitment fund cannot exceed the school s total FY17 Retention and Recruitment grant. Only schools with Hispanic Recruitment Initiative/New Immigrant Scholarship students/grants need to create an HRI/NIS fund. Contact Marsha Ferguson at FACTS

23 Student Verification Forms Sent three 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

24 Grant Opportunities General Funding November 2016 Retention and Recruitment Funding November 2016 HRI/NIS Funding November 2016 Emergency Funding All Year Additional Aid Funding* - Summer 2017 *When available

25 Grant Application Process FluidReview Linked on CSF website School Resource Center/Applications 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

26 Submitting FluidReview Applications Make sure to hit the submit button!

27 Who is a CSF Scholarship Recipient?

28 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.

29 Scholarship Recipient Data FY16 Median Total Family Income $37,500 High School $34,683 Elementary School Median Total Family Income per Capita $9,375 High School $11,561 Elementary School *Does not include Emergency Fund

30 Scholarship Recipient Data FY16 Student Ethnicity 30% Hispanic 27% African American 24% Caucasian 5% Asian 13% Other Student Religion 75% Catholic 20% Other Christian 5% Other Non-Christian Single-Parent Family 60% *Does not include Emergency Fund

31 Gerstner Scholars RCAB Catholic elementary school principals nominate up to two 8 th graders with demonstrated financial need who are applying for admission to the Class of 2020 in specific Catholic high schools Nominees exemplify what it means to be Catholic elementary school graduates, one who: Excels academically Displays leadership Demonstrates potential for success Exhibits resilience Presents him or herself proudly in the school and community.

32 PL Scholars

33 PL Scholars The Peter Lynch (PL) Scholar program was established in 2010 to honor the 20 th anniversary of Peter Lynch s involvement with the Catholic Schools Foundation and Inner City Scholarship Fund. A minimum of one and a maximum of five students are to be designated as PL Scholars at each elementary school based upon the criteria on the following slides Additionally, each year, at least one 8 th grade student should be honored as a PL Scholar. The names of graduating 8 th grade PL scholars will be shared with Catholic high schools in the Archdiocese of Boston.

34 PL Scholars Peter Lynch (PL) Scholar Criteria Up to 5 students Honorific designation Current CSF scholarship recipient in grades K-8. Qualify for financial aid through FACTS Preference to students from single-parent, working class, or immigrant families. Excellent academic achievements, work ethic, demonstrated care for others in the school community.

35 PL Scholars Mass and Reception

36 PL Scholar Criteria A PL Scholar is a student who is a current CSF scholarship recipient in grades kindergarten through eight, has excellent academic achievements and work ethic, exhibits care for others in the school community, will have his or her life impacted significantly by a Catholic education, 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 (by June 30), has an average total family income similar to that of the PL Scholar profile, receives an award that significantly contributes to the family s financial obligation, attends the PL Scholar Mass and Reception with at least one school representative in the fall, signs a release of information form through their school for CSF. Is designated as a PL Scholar in FACTS Grant & Aid and to clattin@csfboston.org by September 15, 2016.

37 Key Dates* Applications October 3: Emergency Fund Application Available October 3: Gerstner Scholarship Nomination Form Available (Due: Dec 2) November 15: Elementary School Grant Application Available for General, Recruitment, Retention, and HRI/NIS Funds (Due: Dec 23, Notification: Feb 27) *Can change

38 Key Dates* Grant Distributions November 17: Fall Distribution (Receipt Due: Dec 1) April 27: Spring Distribution (Receipt Due: May 11) *Can change

39 Key Dates* Events September 15: Elementary School Webinar September 16: High School Webinar October 19: PL Scholars Mass and Reception April 6: 27 th Annual ICSF Dinner *Can change

40 Key Dates* Upcoming Deadlines September 15: Assign PL Scholars September 30: Retention and Recruitment, New HRI/NIS Fund Deadline September 30: Submit BSO Ticket Request October 21: Fall Verification Forms Due Christmas Card Submissions Due Student Donor Thank You Letters mailed from schools *Can change

41 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

42 Equipment Available from Elizabeth Seton Academy 25+ PC's (Windows 10) Teachers' desks Student desks Lockers Bookcases Other classroom furniture Books Sue at By Friday Sept. 16, 2016 at 3:00 PM.

43 Social Media Inner-City Scholarship Fund Boston Boston

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

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