1. Summer Seminar 2014: Best Practices and the Model Development Department National Statistics, Survey Results and the API Philanthropic Giving Model Presentation

2. National Statistics  1,205 Catholic high schools in the country.  Average Catholic High School Enrollment:  2010-11: 535 (down 12%)  2012-13: 554 (up 3.5%)  Tuition and Costs:  Mean tuition: $9,612 Per Pupil Cost: $11,277 (9.1% increase from ‘10-’12)(5% increase from ‘10-’12)  Mean “Gap”:  $1,665 per student (increase of 11% since ‘07)

3.  Enrollment/Size: <50: 3% 50-149: 21% 150-299: 40% 300-499: 21% 500-749: 10% 750+: 5% National Statistics

4.  45% of schools were conducting capital campaigns.  Average endow: $4.6 mil. – half reported < $2.0 mil. in endowment.  Average % of students requiring financial aid = 38%  Schools able to meet on average 57% of the defined need.  Average tuition increase = 4%.  56% have President/Principal operating model.  Average enrollment 554.

5. Conclusions  Enrollment trend is up slightly  Demographics  Competition  Cost  “Gap” is widening  Upward pressure on costs  Downward pressure on tuition  Results:  Increased pressure on recruiting/admissions  Increased pressure on advancement

6. Trends  Scope, sophistication and expectation of development has increased dramatically.  Less emphasis on ‘periodic capital campaigns’.  More emphasis on perpetual funding initiative – fund the strategic plan.  The need is to increase all funding form all FR components – AG, MG,PG.

7. Advancement Trends  Comprehensive funding initiatives – some schools aren’t calling it a ‘capital campaign’.  Emerging from the institutional strategic plan.  Emphasis on perpetual funding initiative – fund the strategic plan.  Transition from ‘periodic capital campaign’ and periodic focus on major gifts to:  ‘Maximize philanthropic potential on a yearly basis’ from each fundamental source: AG, MG, PG.

8. Where Investments Come From  80% of all financial donations (nation wide) come from individuals (5% from corps., 15% foundations).  In a capital campaign/major gift initiative, 70% of the goal will come from the top 10-15 commitments (or top 8-10% of the giving pyramid).  In education, alumni and parents are the primary prospects.  Foundations are secondary prospects; corporations are seldom prospects.

9. Fundraising & Advancement  Fundraising: –Is ‘mass communication’ oriented. –Makes few distinctions, considers all constituents equally. –Same approach to all. –Is activity oriented – events, premiums (raffles, golf tournaments) –Is “transactional” in nature –Tends to default to lower amounts –Has a low marginal cost effectiveness rate. –Is an effective method of raising some money.  Advancement: –Is personal and relationship oriented. –Distinguishes higher potential. –Is strategic in nature: mission-centered and visionary. –Requires a customized approach to all. –Is “transformational” in nature. –Is the most cost effective method; will raise exponentially more money.

10. FOREVER TOMORROW TODAY RELATIONSHIPS AND PARTICIPATION Our Model Maximize Philanthropic Potential