Leading Successful School Fundraising Campaigns

PIAC Parent Involvement Makes a Difference Conference Saturday, November 16, 2019

Presented by Michelle Davis, Business Development Coordinator

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Business Development is part of Business Services

We help schools generate much-

needed resources! 3

Our Roles & Responsibilities

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Donations Distribution of Materials

Fundraising

Sponsorships

Grants,

Scholarships & Awards

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Types of Fundraising

1. Internal - For your own school Examples: purchase of technology, outdoor play structure, etc.

2. External - For other Charities or Causes Heart & Stroke Foundation, Terry Fox, etc. External groups want your school to support their cause (e.g.: building a school in a third world country)

3. External community group using TDSB space

when hosting their fundraising activity TDSB staff will not handle any cash collection.

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Fundraising in your school …

•Must be approved by the principal.

•Is a collaborative local school activity among principal, school council, parents, students, school staff, and community.

•Aims to raise funds to enhance and support school initiatives.

•May include fundraising events, product sales, donations, sponsorships and grants.

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Use of Fundraising Proceeds Acceptable

•Ceremonies, awards, plaques or prizes •Establishment of scholarships or bursaries •Extra-curricular activities •Field trips for students who could not otherwise afford it •Guest speakers or presentations •Purchasing materials, equipment & non-curriculum books •Nutrition programs

Not Acceptable •Paying TDSB staff for services •Core curriculum materials •Goods or services from TDSB employees/ Community members that give rise to potential conflict-of-interest •Support for political activities, groups or candidates

Business Development (BD)

NOTE: ALL capital projects, school yard/sport facility improvements must work with the Facilities Services Team Leader and follow the Viability Review process prior to any fundraising taking place.

Fundraising Campaigns

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School Fundraising Campaigns

1. Set a clear fundraising goal, that is, what is the total amount of money you need to raise?

2. Consider a variety of ways to generate the funds; for example, product sales, events, grants, & donations.

3. Create a fundraising plan. 4. At the end of the campaign evaluate what

worked and what did not work. 10

Fundraising plans: School needs

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ITEM COST YEAR

Play Area $25 000.00 2019-2020 (Phase 1)

Accessible pathway $10 000.00 2020-2021 (Phase 2)

Baseball diamond $20 000.00 2020-2021 (Phase 2)

Basketball court $10 000.00 2019-2020 (Phase 1)

Library resources

$8 000 2019-2020 (Phase 1)

TOTAL $73 000

Fundraising plan example– Initiatives and amounts raised

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INITIATIVES # UNIT COST AMOUNT RAISED Transfer from 2018 - 2019 fundraising

$10 000.00

Plaques 100 $250 $25 000.00 Plaques (less cost to purchase and install the plaques)

100 $50 -$5 000.00

School dance-a-thon 1 -- $3 000.00

School fun fair 1 -- $5 000.00

School fundraising, e.g., gift cards, chocolate sales, etc.

$5 000.00

Grant – Jays Care Foundation’s Field of Dreams (baseball diamond)

$20 000.00

Online donations $10 000.00 TOTAL $73 000.00

How does BD support schools and school councils?

Help you put together a fundraising plan. Maintain a list of approved fundraising vendors, grants and awards. Coordinate with General Accounting re donation tax receipts and Finance re online donations.

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Examples

• Rawlinson C.S.’s ROAR campaign https://rawlinsonroar.com/ • Earl Haig P.S.’ Play Eh campaign https://earlhaigschoolcouncil.com/ •Pelmo Park P.S. Field of Dreams grant https://schoolweb.tdsb.on.ca/pelmopark/About-Us/Principals-Message

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Sources of Funds: Donations, Fundraising, Grants, and

Awards

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DONATIONS 16

Donations (Monetary & In-kind) • May take the form of gifts or cash to support a specific

school, or TDSB initiative. • Donations are NOT tied to specific recognition and/or

endorsement requirements. • TDSB will issue tax receipts for monetary donations of $25

and over if paid by cheque. If a donation is made through School Cash Online, then a donor receives a tax receipt for any amount.

IMPORTANT NOTES

• TDSB does not issue tax receipts for services or gift certificates. • Computer and some electronic products may not be accepted by

TDSB as these may not meet the specifications or required safety standards.

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TDSB School Cash Online http://tdsb.schoolcashonline.com

• We encourage schools to use this tool to collect online donations.

• Allows schools to collect and track donations online. • Donors will receive tax receipts for any amount. • Donors select the school they wish to donate to from

the Fund Destination drop-down box. • Donors will also have to create an account with their

name and mailing address. This information is used to issue the tax receipt.

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TDSB School Cash Online

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Donations: In-Kind

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“I want to say a big thank you for the basketball nets. We are a small school, with a small budget and were in desperate need.”

“Thanks so much for the basketball mesh! We haven’t had any mesh on the nets in I don’t know how long! Again thanks so much – they will look great in the yard!”

GRANTS, SCHOLARSHIPS &

CONTESTS 21

Business Development supports and guides schools, school councils and departments through the grant application process.

We may also review applications prior to submission to ensure:

✓ Legal compliance; ✓ Reporting and/or audit requirements; and ✓ Recognition requirements.

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Grant Applications, Competitions & Contests reviews

How does BD support schools and school councils?

•Research the funding organization to ensure it aligns with TDSB’s mission and values. •Review the grant to confirm it aligns with our policies and procedures. •Ensure TDSB schools and departments are eligible to apply. •Coordinate with Legal department for review and approval of any agreement prior to submission. •Coordinate with Communications & Public Affairs to ensure the donor recognition requirements comply with our policies and procedures. 23

If your school is announced as a winner, we will …

• Guide schools/departments through the next steps of the application process.

• Review and provide feedback on any contract or agreement.

• Coordinate with Legal, Risk Management and other departments for review and, if required, modification of an agreement.

• Coordinate with TDSB’s Communications department regarding any recognition requirements, or media-related events.

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List of Grants we have reviewed…

•Best Buy School Tech Grant •Canada Post Community Foundation •Canadian Tire Jumpstart • GoodLife Kids Foundation •Daytrippers Grant

•Indigo Love of Reading •Jays Care Foundation •Metro Green Apple Grant •MusiCounts School Band Aid Grant •S’Cool Life Fund •TD Friends of the Environment Grant •Whole Kids Garden Grant and more…

and SCHOLARSHIPS

- Johnson Insurance 2019 Scholarships - Etobicoke Philharmonic Orchestra Scholarship

- Horatio Alger Canadian Scholarship - Paul Fernandes Memorial Scholarship

- TD Scholarships for Community Leadership - Tridel BOLT Scholarship

- Trillium Automobile Graduation Award

CONTESTS - CBC Fan Choice Reads Award

- Kids Lit Quiz - RBC Black History Month Essay Contest

- Spelling Bee of Canada - Voice of Change

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Grant Applications, Competitions & Contests reviews

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Resources, Policies & Procedures •P002:TDSB Mission and Value •P006: Advertising Policy and PR507: Advertising Procedures •P021: Fundraising Policy and PR508: Fundraising Procedures •P047: Naming Schools and Special Purpose Area Policy •PR592: Naming Schools and Special Purpose Area Procedure •P057: Employee Conflict of Interest •PR559: Insurance for School Councils •Ministry of Education Fundraising Guidelines, 2012 •School Food & Beverage Policy (PPM 150), 2010 •Education Act: Ontario Regulation 612/00, School Councils and Parent Involvement Committees •Education Act: R.R.0. 1990, Regulation 298, Operation of Schools in General •Alcohol and Gaming Commission of Ontario, http://agco.on.ca/

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Business Development Manager - Susanna Siou - susanna.siou@tdsb.on.ca (Board-wide Initiatives, TDSB United Way Campaign) Business Development Coordinator - Meera McDonald - meera.mcdonald@tdsb.on.ca

(DOM, Employee Discounts and Sponsorships) Business Development Coordinator - Michelle Davis - michelle.davis@tdsb.on.ca (Donations, Fundraising, and Grants/Contests/Competitions/Scholarships) Administrative Assistant - Rosmarie Bruni – rosmarie.bruni@tdsb.on.ca

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Thank you!

Visit our website at www.tdsbfundraising.ca

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