Foundation Proposal

Foundation Proposal for 2020-2021

Foundation Proposal

2020-2021

Foundation Proposal for 2020-2021

CAMPAIGNS:

Employee Campaign – Employees from Campuses and Departments – Projected Fall 2020
The employee campaign runs from October 1st through 31st each year. The size of the gift is up
to the employee, but we encourage you to make it meaningful-and meaningful means
something different for everyone. A monthly payment option is available, payable in 10
installments throughout the fiscal year through payroll deduction. If employees choose not to
participate in payroll deduction, there is an alternative for one-time donations.

Why ask the employees “Where do you see yourself, respectively?” Discuss the gift with your
family and don't forget that your employer or spouse's employer may match your gift!
Incentives are also given the different giving levels, or the employee has the option to opt-out
of the incentive for a supply pack to be donated to a title 1 campuses.

After the 10 months of pledge payments (payroll deduction) and one-time gifts are calculated
we issue employee campaign rebates. The total amount raised by employees are split by
campus and departments. 50% of the campaign rebates are awarded back to those campuses and
departments. The remaining 50% would go towards awarding the innovative education grants
for teachers (PrizePosse). The rebate check is sent to the finance department and disbursed to
campus and departments. Departments have the option to rollover their funds to award IE
teacher grants.

Foundation Proposal for 2020-2021

Foundation's Employee Campaign Growth Projection

Changes From

2019-2020 2020-2021 19-20 to 20-21

Donor Count

Payroll 318 1750 1432

One-Time 0 110

Total Number of Donors at End of Campaign: 318 1860 1542

Employee Count 2,311 2,311
Participation Percentage 14% 80%

Donors by Giving Level: 14 250 236
Less than $3 2 900 898
239 500 261
$3 per/pay period 52 120 68
$5 per/pay period 5
$10 per/pay period 5 30 25
$15 per/pay period 1 60 59
$20 per/pay period
$25 & up per/pay period

Dollars Pledged $38,720 $180,000 $141,280
Payroll $0 $6,600 $6,600
One-Time $186,600 $147,880
$38,720
Total Amount of Pledges & One-Time Gifts:

Total Amount Received: $38,720 $186,600 $147,880

Foundation Proposal for 2020-2021

Employee Incentive Levels: Rodeo Theme Ex. “Saddle Up and Give for The Cause”

Giving Levels
Grand Champion - $25 and more per period –
Family 4-pack tickets to the Montgomery County Fair

New Caney ISD Education Foundation Polo
*All Benefits of Lower Giving Level

Bull Rider - $20/pay period –
2 Ticket for the Nutcracker Market
School Supply Pack Donated from You to a Student in Need*

Foundation Jean Days

* With a donation of $20 or more per pay period, supporters receive Jeans Days on the first Monday of each month to be worn with

the Foundation campaign shirt.
Foundation Jeans Days for the 2020-21 school year are: December 7, February 1, March 1, April 5, and May 3

*All Benefits of Lower Giving Level
Steer Wrestlin’- $10/pay period –

Campaign T-Shirt
*All Benefits of Lower Giving Level

Calf Scramble - $5/pay period –
Cell Phone Holder

*All Benefits of Lower Giving Level
Mutton Bustin’ - $3/pay period –

Recognition on Foundation’s Website
Donor Card

Foundation Proposal for 2020-2021

Board Campaign – Projected Spring 2020
A formal board giving campaign is the best way to encourage 100% board participation. This is
important because many donors, most foundations, and almost every major philanthropist will
want to know that your board is fully invested in your mission before they themselves make a
donation. The best way to show this is to be able to announce that your non-profit has a 100%
board giving rate.

Giving Levels
Grand Champion - $500+
UIL Athletic Pass for the high school of your choice

Foundation Umbrella
*All Benefits of Lower Giving Level

School Supply Pack Donated from You to a Student in Need

Reserve Champion - $250 - $499
Foundation Polo Shirt
Foundation Umbrella

School Supply Pack Donated from You to a Student in Need
*All Benefits of Lower Giving Level

Rodeo Rock Star - $50 - $249
School Supply Pack Donated from You to a Student in Need

Foundation Proposal for 2020-2021

Annual Fund Campaign – Direct School Fundraising – Projected Fall 2020
Campuses who choose traditional fundraising (candle, wrapping paper, candy sales) can choose
an annual fund campaign. This campaign is 100% of the donor's contribution (minus credit card
fees) goes directly to the campus. These funds can be used for staff professional development,
library, technology, marque, etc. The campus principal or assistant principal with the support of
the Foundation selects the incentives for the giving levels. Some examples are; principal for a
day, parking pass, yearbook, school t-shirt, etc. The benefit for parents/donors is they see the
impact of their funds going back into the school.

The funds raised are managed through the Foundation. I created donation webpages for all
campus annual fund campaigns. Reimbursement request are sent from principals and the funds
are sent over for district deposit.

Donor Incentives Levels Example:
Elementary School

Leader of the Pride - $100/month or $1,000+
One reserved parking spot at one grade-level celebration or program

Pizza lunch for your student with principal
*All Benefits of Lower Giving Level

Elite Lion -$50/month or $500+
Two reserve seats at a grade-level program of donor’s choosing

One (School) yearbook
*All Benefits of Lower Giving Level

Big Roar - $25/month or $250+
Annual Fund T-shirt

*All Benefits of Lower Giving Level

Lion Club - $10/month or $100+
Name recognized in School yearbook
*All Benefits of Lower Giving Level

Cub Club – $25-$99
Name on Donor Wall

Foundation Proposal for 2020-2021

Middle School

Giving Levels
Creative Innovator - $100/month or $1,000+

One (School) Yearbook
Principal for a Day

Reserved Parking Spot for Parent at campus events
*All Benefits of Lower Giving Level

Leader & Collaborator -$50/month or $500+
Have lunch with Principal from Chick-fil-A

One All-access Pass to NCISD Athletics Events (excludes Varsity Games)

*All Benefits of Lower Giving Level

Global Citizen - $25/month or $250+
Deliver a Sonic drink to your student at lunch

Entrance two school events (fall or spring dance, fine arts performances, home athletics events)

School Annual Fund T-shirt

*All Benefits of Lower Giving Level

Communicator - $10/month or $100+
Birthday shout-out on weekly school broadcast for student

Drawing for student to participate in a pep-rally

Critical Thinker – $25-$99
Name on Donor Wall

Student birthday on Marquee

School Lanyard

Foundation Proposal for 2020-2021

High School
Giving Levels

Entrepreneur - $100/month or $1,000+
Randall Reed Stadium Dream Package (includes Press Box Pass, Dinner and Parking)

*All Benefits of Lower Giving Level

Doctorate - $100/month or $1,000+
Jumbotron Recognition at all Home Football Games

Admission for 2 – All (School) Home Athletic Events

*All Benefits of Lower Giving Level

Masters -$50/month or $500+
Invitation to Donor Holiday Reception

Preferred Student Parking Space

*All Benefits of Lower Giving Level

Bachelors - $25/month or $250+
School Coffee Mug

*All Benefits of Lower Giving Level

Associates - $10/month or $100+
School Annual Fund T-shirt

*All Benefits of Lower Giving Level

Apprentice – $25-$99
We Are School) Lanyard

Foundation Proposal for 2020-2021

SPECIAL EVENTS
Golf – Projected for Fall 2020
Every fall the Foundation hosts a golf tournament. We invite local companies and district
vendors to sponsor the event, and we typically field approximately 150-200 golfers. My role is
to send out sponsor letters to past and prospect sponsors. Create the budget for this event and
handle all sponsorship, individual players, vendors and in-kind donations.

2020 New Caney ISD Education Foundation Golf Budget

REVENUE ESTIMATED

Donations $ 500

Drink Cart Sponsors $ 1,000

Individuals $ 3,000

Live Auction $ 500

Silent Auction/Raffle $ 500

Sponsors $ 70,000

Tee Sponsors $ 1,500

TOTAL REVENUE $ 77,000

OPERATING EXPENSES BUDGETED

Facility Rental, General Expenses, Setup and Labor

Advertising & Promo $ 1,500

Awards $ 300

Credit Card Fees $ 800

Facility Rental & Setup (Oakhurt Country Club) $ 12,000

Meals $ 150

General Expenses $ 1,000

Postage Direct $-

Printing $ 50

TOTAL EXPENSES $ 15,800

TOTAL NET RAISED $ 61,200

Foundation Proposal for 2020-2021

Gala – Projected for Future Fiscal Year

Every spring the Foundation hosts a themed Gala. Local businesses, district vendors and
community members often come dressed in 'costume' to enjoy an evening of music, good food

and dancing, as well as win items in the silent and live auctions. Teacher of the Year is

announced. My role is to send out sponsor letters to past and prospect sponsors. Create the

budget for this event and handle all sponsorship, individual players, vendors and in-kind

donations.

2022 New Caney ISD Education Foundation Gala Budget

REVENUE ESTIMATED

Paddle Up (Donate Now) $ 3,000

Raffle $ 4,000

Live Auction $ 30,000

Silent Auction $ 15,000

Sponsors $ 90,000

Ticket Sales $ 4,000

TOTAL REVENUE $ 146,000

OPERATING EXPENSES BUDGETED

Facility Rental, Setup and Labor

AV $ 5,200

Bar Services $ 1,000

Catering $ 12,000

Decorations and Linens $ 8,000

Event Center Rental $ 6,000

Table Wine $ 750

Aucion and Entertainment

Misc. Auction Items $ 500

Mobile Bidding $ 2,500

Raffle Item $ 300

Raffle Prize $ 500

DJ $ 1,250

General Expenses

Advertising, Credit Card Fees, Refunds, Postage, Printing, etc. $ 2,600

Final Wrap Up Meeting Lunch $ 300

Photography $ 250

Sponsor Signs for Bars, Special Areas $ 500

TOTAL EXPENSES $ 41,650

TOTAL NET RAISED $ 104,350

Foundation Proposal for 2020-2021

Scholarship Breakfast – Projected for Spring 2020 (April)

Every spring the Foundation hosts the Scholarship breakfast. Local businesses, district vendors

and community members come to enjoy a Grand Slam breakfast. This is the time where we

showcase our outstanding students who receives a student scholarship. We also award

employees who are continuing their education. With the support of the Superintendent, the

Foundation awards various employee scholarships in the areas Bilingual and Special Education

Instructional Para-Professional to Postsecondary degrees. My role is to send out sponsor letters

to past and prospect sponsors. Create the budget for this event and handle all sponsorship,

individual players, vendors and in-kind donations.

2020 New Caney ISD Education Foundation Scholarship Breakfast Budget

REVENUE ESTIMATED

Paddle Up (Donate Now) $ 5,000

Raffle $ 2,000

Silent Auction $ 20,000

Sponsors $ 100,000

Ticket Sales $ 5,000

TOTAL REVENUE $ 132,000

OPERATING EXPENSES BUDGETED

Facility Rental, Setup and Labor

AV $ 2,500

Catering $ 10,000

Decorations and Linens $ 5,000

Event Center Rental $ 6,000

Aucion and Entertainment

Misc. Auction Items $ 500

Mobile Bidding $ 1,500

Raffle Item $ 300

Raffle Prize $ 500

Student Choir $-

General Expenses

Advertising, Credit Card Fees, Refunds, Postage, Printing, etc. $ 1,500

Final Wrap Up Meeting Lunch $ 300

Photography $ 250

Sponsor Signs for Bars, Special Areas $ 500

TOTAL EXPENSES $ 28,850

TOTAL NET RAISED $ 103,150

Foundation Proposal for 2020-2021

Projected Budget for Employee Campaign and Special Events

*Board Campaign is not included in this projection due to re-organization of org chart and board
count. Gala is also not included as that event is not for 2020-2021. This is only the amount raised
from campaigns and special events. Depending on how the Foundation incorporate Endowments
will determine if this amount will increase.

IE YEAR END 2020-2021

Revenue

Unrestricted/Event Net to Date $ 238,290
238,290
Operations Expense to Date $ 238,290
Total Unrestricted/Event Net to Date
238,290
Event Endow (Line 3) *30%
Events Available for Prize Posse (Line 3 - Line 5) $

Endow Grant Funds $
Returned Grant Funds
Restricted Prize Posse
Amount Raised for Prize Posse

Foundation Proposal for 2020-2021

Prize Posse – Awarding Innovative Education Grants for Teachers – Projected for Spring
2020 (May)
In early winter, the Foundation asks employees to submit their idea for a creative, innovative
educational project that will increase student achievement. Grant writing workshops for
teachers and principals are open in October and November prior to application opening.
Employees submit their grant requests in November thru January, grant awards are made via
the Prize Posse. This is an exciting day where we load up school buses with donors and
community members and burst into schools with a big check and fanfare, announcing they are
winners of a Foundation grant.
*The Foundation utilizes unrestricted donations and special event net revenues to fund this
program.

EMPLOYEE APPRECIATION:

Super Staffer – Projected for Spring/Fall 2020
This is a time for our Educators to shine. Each quarter we receive a list from principals or
department heads that nominate a teacher or staff member for superior excellence. We select a
teacher and staff member and invite them to the school board meeting. They are given each $100
restaurant gift cards, certificates and thank you card. Sponsors are solicitated for the purchase of
gift cards for each quarter. We also invite them to the board meeting as well.

Foundation Proposal for 2020-2021

2020 Prospective Sponsors

Com pany Contact Contact Email

ARKK Engineers, LLC John Rudloff [email protected]
ATPE
Anslow Bryant Construction Michelle Baker [email protected]
Balfour/Dilly Letterjackets David Dillingham [email protected]
Bracewell LLP [email protected]
BRW Architects, Inc. Jonathan Frels [email protected]
CBRE \ Heery Jeff Choyce [email protected]
Centera Financial [email protected]
CenterPoint Energy Humble SC Christopher Fields [email protected]
Claycomb Associates Architects Travis Munro [email protected]
Community Resource Credit Union [email protected]
Corgan Elizabeth Hebert [email protected]
Citizens Bank Will Clayton [email protected]
Data Vox [email protected]
Dally & Associates Britney Samperi [email protected]
DBR AJ Sustaita [email protected]
Digital Air Control [email protected]
DJ Marketing Lynda McElyea [email protected]
DT Construction Chris Bulter [email protected]
Edgenuity Tony Aligo [email protected]
Enhanced Laser Products Brian Jenkins [email protected]
Facilities Sources [email protected]
Frost Bank Jonathan Rackel danni.breaux@frostbank
George K. Baum & Company Jeff Miller [email protected]
GPD Group [email protected]
Gulf Coast Educators Credit Union Don Thompson [email protected]
Harvey Builders Maureen Swanson [email protected]
HDR [email protected]
Huckabee Curtis Morris [email protected]
IBI Group David Terry [email protected]
Insperity Danni Breaux [email protected]
InvesTex Credit Union David Webb [email protected]
JP Morgan Securities LLC Charles Bourgeois [email protected]
K&S Sportswear Julia Arceneaux [email protected]
Kirksey Architects Joe Cleary [email protected]
Lake Houston Family YMCA [email protected]
Linebarger Goggan Blair & Sampson, LLP Kim Betts [email protected]
Lone Star College Kingwood Steve Aloway [email protected]
Micro Integration Kelly McGill [email protected]
Memorial Hermann Northeast Corinn Price [email protected]
Mohawk Group Jana Anders [email protected]
Municipal Operations and Consulting Timothy Peterson [email protected]
Olivier, Inc. Brittany Mittag [email protected]
PBK Architects, Inc Benito Guerrier [email protected]
Perdue, Brandon, Fielder, Collins & Mott Christopher Butsch [email protected]
Pfluger Associates Architects Tanya Eriksson Wood [email protected]
Piper Jaffray & Co. Maria McNease [email protected]
Randall Reed's Planet Ford David Patterson
Plus4 Credit Union Sylvia Saumell
Purcell Construction, Inc. Christopher Harris
Re/Max Associates Northeast Gary Hastings
Seabreeze Roofing Raquel Olivier
Siddons-Martin Emergency Group Julie Hosford/Rick Blan
Stantec Donald Roseman
Tandus Centiva Michelle Dudley
Texas Teachers Kit Caldwell
Thompson & Horton, LLP.
United Community Credit Union Ericka Calvillo [email protected]
Upchurch Kimbrough Co. Larry Purcell [email protected]
Waste Management Buddy Wall [email protected]
Ronald Howard [email protected]
[email protected]
Daniel Aue [email protected]
Rayce Boyter [email protected]
Jeff Newman [email protected]
Jay Hutchinson [email protected]
Janet Horton [email protected]
Amber Ottele [email protected]
Brian R. O'Neal [email protected]
Lisa Doughty

Foundation Proposal for 2020-2021

Board Retreat – Projected for Spring 2020 (January/February)
Board retreats are useful for addressing issues that arise outside of a normal Board meeting. The
amount of regular business handled in a regular Board meeting tends to limit the Board’s ability
to tackle overarching issues. The structure of a regular Board meeting also inhibits discourse and
the development of solutions. A regular Board meeting does not always allow for the
introduction or discussion of special resources such as surveys, guest experts or evaluations.

A Board retreat allows a Board to meet in an environment that is unrestricted by routines or
traditional approaches. If planned and facilitated properly, there should be more time for
discussion, creative thinking and strategic planning. A retreat is a good time to introduce and
discuss special topics.

The extra effort and investment by all of the Board members at a retreat will result in a shared
understanding of the school’s needs, issues and opportunities. Hopefully, the Board will gain a
sense of unity, and each member will have a better understanding and a mutual respect for the
other members. A good retreat can be the foundation for more effective teamwork for the year
ahead.

One of the keys to a successful Board retreat is an effective facilitator. The facilitator guides
discussion, maintains the focus, directs the tone of the discussion and helps to keep time limits.
The facilitator should not add his or her opinions to the content of the discussion or influence the
outcome. He or she promotes opportunities for everyone’s opinions to be expressed and
respected. A facilitator also ensures that disagreements are channeled into finding common
ground or an acceptable resolution.

Ideally, a Board should hire an outside facilitator. That way, the Board can benefit from
impartiality. Also, all of the Board members can participate and focus on the issue at hand. The
Board receives the facilitator’s broad experience and expertise. The facilitator should understand
the goals of the retreat and should have experience in the primary area being explored in the
retreat. If the primary purpose of the retreat is to rewrite the school’s mission statement, a
facilitator with broad financial expertise might be helpful, but might not be the best fit for the
objective of the meeting. A good facilitator can also recognize the interaction style of the Board
and develop methods that build upon the strengths of the group.

Foundation Proposal for 2020-2021

Facilitators Options

Foundation Proposal for 2020-2021