D5+Narrative

D5 Narrativetoc

Narrative Introduction
//**Below you will find Draft 2.0 of the narrative (as of 10/10/11)**// that was created by the WCEA-WASC Core Team, temporarily formatted in this Wiki. All comments and edits should be included at the **bottom of the document** below the narrative. In order to allow for continuity of the document and clarity of revisions, all focus group members should write bulleted notes below the narrative.

Category D: Resource Management and Development

D5: Development Resources Criterion

To What Extent... Has the school an effective development/fund raising program that is consonant with school philosophy? Is there evidence of development planning?
 * __Focus Group Findings__

Fundraising efforts at Moreau Catholic High School are developed in direct response to the needs of our students, including the academic, social, and spiritual learning outcomes outlined in the ESLRs.

Development Planning The Institutional Advancement department has a clear planning process, including goal-setting and evaluation. Prior to each school year an Operational Plan is developed which includes growth goals for each campaign and event. The Operational Plan directly supports the five bullet points for IA in the 2010-2015 Strategic Plan, and is in alignment with all categorical areas within the entire Strategic Plan.

There are currently five areas of growth listed in the Strategic Plan under the area of Institutional Advancement. These goals provide the direction and focus for the department. A review is conducted annually to assess growth and progress toward successful goal completion.

We advance the mission of the school by raising funds to effectively support the current and future needs of our students, and by promoting a positive public image:
 * 1) We will increase fundraising by a minimum of 10% each year while decreasing annual fundraising costs
 * 2) We will launch a capital campaign to raise funds for phase one of the Master Site plan
 * 3) We will develop and market giving opportunities targeted at growth in the school’s endowment
 * 4) We will strengthen the brand identity of the school by communicating consistent and compelling messages through relevant publications, a current and innovative website and by securing positive media placements
 * 5) We will increase outreach with Moreau Catholic High School alumni.

The Institutional Advancement Department collaborates with members of the Board of Trustees, the Institutional Advancement Committee, and all major constituent groups of the school. Working closely with the Institutional Advancement Committee Chair, the committee is charged with the direct oversight of fundraising activities. Comprised of parents, alumni and board members, the group meets six times per year to review the operational plan, discuss the annual goals, review and evaluate policy, and evaluate and provide feedback on the effectiveness of the school’s campaigns and events.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement has spear-headed efforts to redevelop the school’s marketing and communication publications (see also section D4). After extensive work by the Marketing Communications Committee, a new Marketing and Branding Strategy was launched in the Fall of 2010. The objectives of the Committee and the launch of the new Marketing Strategy were to:
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">strengthen brand identity
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">unify message
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">grow enrollment
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">improve public image
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">increase community support
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">improve resources

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Office of Institutional Advancement and Communications then began the task of redesigning the school’s website and print publications. Currently, all strategic reports and marketing documents, print publications, website and electronic newsletters have been unified with a professional design and clear messages that link to our branding strategy. Improvements in the design and messaging of Moreau’s materials has expanded to all internal and external publications including collateral used to attract and cultivate potential donors.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Development/Fundraising Program <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The annual Moreau Fund campaign efforts to secure contributions from parents, alumni, alumni parents, faculty and staff, board of trustees and the community are intended to help close the gap between the income collected from tuition and fees and the costs to educate each student. Targeted appeals and/or events are created to support additional needs on campus.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Funding Hopes and Dreams Luncheon was created in 2009 to raise money for tuition assistance, a growing need at Moreau Catholic. The net fundraising for the event increased by 25% from $42,803 in 2009 to $53,781 in 2010. The annual Crab Feed raises money in support of athletics. Net fundraising for the Crab Feed increased by 19% from $40,231 in 2010 to $47,930 in 2011.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">In 2010-11, the school launched the campaign to raise funds to renovate Teves Theatre, identified as a critical need on campus in the master site plan. This campaign was also connected with the annual student fundraiser. The net fundraising for the Student Fundraiser increased by 40% from $49,491 in 2009 to $69,535 in 2010. The student fundraiser in 2010 also saw an increase in overall participation (from 58% in 2009 to 70% in 2010) and most notably, a significant increase in the number of students who exceeded the goal of raising $150 per student.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">In addition to the campaign and event work of the Institutional Advancement team, there exists among faculty and staff a culture of support for investing in Moreau Catholic High School. For several years, the school has maintained 100% support from faculty and staff in the annual Moreau Fund. Moreau has consistently out performed the National Association of Independent Schools (NAIS) averages. In 2010-2011, the Hour Club was added to encourage faculty and staff to contribute the equivalent of one hour of their salary per month to the Moreau Fund. Thirty faculty and staff participated in its first year, contributing more than $18,000. The recognition of these faculty and staff members is prominently displayed in the school’s front lobby and in the Annual Report. Furthermore, 100% of the Board of Trustees have consistently supported the annual Moreau Fund. Again, in this area, Moreau surpasses the NAIS averages for comparative independent schools.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">In order to meet the growing financial needs of the school, an increase in giving across constituent groups is needed in the coming years. Parent giving continues to be an area for growth for the school community. In 2009-2010, 45% of parents made a gift to the school, and gave an average gift amount of $340. This compares to NAIS averages at Independent schools of 62.9% of parents contributing annually. The school initiated a new strategy with the Parent Appeal moving from a four-year pledge solicitation to frosh families only to a one-year pledge solicitation to all families each fall. Under the direction of the Director of Institutional Advancement, a Parent Appeal committee was formed to better engage current parents in a peer to peer solicitation, with a goal of bridging the gap between the current tuition and the actual cost of a Moreau Catholic education. In 2011-12, the gap is approximately $1,450. During the 2010-2011 school year, the school saw an increase of 8% in parent participation in the Moreau Fund.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Although there has been growth in this area, parent giving at Moreau is still lower than most other schools. However, according to survey data, these levels are not due to dissatisfaction with the school. Considering the cost of their student’s education, 92% of parent respondents in the WASC-WCEA Survey “strongly agreed/agreed” that Moreau Catholic has met their expectations. Further, 69% of parent respondents rated MCHS overall as Excellent and 25% rating it as Good.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Alumni cultivation has been another targeted area of growth by the Institutional Advancement department. The Alumni Council was formed to help strengthen the community of Moreau graduates and encourage active participation in the life and legacy of the school. Moreau Catholic’s alumni presence on facebook has continued to increase in the past few years. We have continued to see increased participation by alumni in school events including homecoming, crab feed, Moreau golf classic, alumni career day, and class and athletic reunions. Alumni Career day was also changed in 2010-2011 from just a one day presentation to 11th grade students to three distinct opportunities for all students to hear presentations. This change has allowed us to engage more alumni in the activity, reach a wider net of students, and provide more career presentations. Alumni engagement has also happened through the Teves Theatre Renovation Campaign and Benefit concert, and the 25th reunion of the Funabashi/Hayward Sister City relationship and 20th anniversary of the exchange program between Moreau Catholic and Ichifuna High School.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Although advancement in this area has been increasing, and committees have been formed to specifically target alumni cultivation and giving, this is still an area of growth. In 2010-2011, less than 2% of alumni made a gift to the school. An area of ongoing growth for Moreau is to work to minimize the gap between our Alumni statistics and the National averages.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">In preparation for the Capital Campaign Donor Feasibility Study in fall 2011, the school has continued to cultivate relationships with past donors, Moreau parents, alumni, parents of alumni and community leaders. During the 2010-2011 school year, the department of Institutional Advancement conducted a wealth screen of approximately 9,000 records in our database allowing the school to identify donor prospects with the capacity to make a major gift. The records were sorted and donor prospects were prioritized and rated. Cultivation activities with the list are underway. The school conducted a feasibility and planning study in October and November to gauge the possibility of funding capital improvements to Moreau’s athletic facilities, as identified in the 2010-2015 Strategic Plan.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">In an effort to also continue to increase giving opportunities, the department updated the endowed scholarship section of the website and donor paperwork for endowed scholarships. The intent to endow a major scholarship of $500,000 through a planned estate gift was also confirmed with a donor in the 2010-11 school year. || <span style="background-color: transparent; color: #000000; display: block; font-family: Arial; font-size: 11pt; text-align: center; vertical-align: baseline;">__Evidence__


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Strategic Plan, Personnel Guide


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Goals, Strategic Plan Goals 2010-2015
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">MCHSStrategicPlan_2010.pdf


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Goals
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Committee


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Strategic Plan 2010-2015 [|MCHSStrategicPlan_2010.pdf]


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Board of Trustees Minutes, Institutional Advancement Committee


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Marketing Presentation
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Marketing Strategy
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Marketing Communications Committee Minutes


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Website
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Vector, The On Course
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Annual Report
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Moreau Fund Appeal
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Event Collateral


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Vector 11_WinterVectorpage_web.pdf
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Annual Reports
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Strategic Plan Goal Updates


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Data
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">FHD Invite, Program
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Crab Feed Flyer and Program


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Teves Theatre Campaign Materials


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Data


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Moreau Catholic employee Hour Club
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">NAIS Stats


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Institutional Advancement Data


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Appeal Letters


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Parent Appeal Materials
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">NAIS Stats[|-NAIS Facts at a glance.pdf]


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Alumni Council Description
 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Link to Alumni Facebook pages


 * <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">Feasibility study Background Statement and Interview request Letter ||

**Update narrative to show all updated 2010-2011 statistics available.**
<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">-Clarify "In addition to the campaign and event work of the Institutional Advancement team, there exists among faculty and staff a culture of support for investing in Moreau Catholic High School. For several years, the school has maintained 100% support from faculty and staff in the annual Moreau Fund. Moreau has consistently outperformed the National Association of Independent Schools (NAIS) averages." to show that the 100% support is in relation to the annual giving fund. <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14.6667px; text-decoration: none; vertical-align: baseline;">-Possibly move "developing marketing" to "branding" paragraph -4th paragraph from btm, 2nd sentence- "Alumni council" cultivation in state of flux therefore paragraph should be re-edited.

<span style="background-color: #ffffff; color: #0000ff; font-family: Arial; font-size: 14.6667px; vertical-align: baseline;">October 11, 2011 - We prioritized the list. (Present: Connie, Dani, Logan, Ted, Scott) (Absent: Michael, Kristen, Bill, Jorge)

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Institutional Advancement Department collaborates with members of the Board of Trustees, <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 11pt; text-decoration: none; vertical-align: baseline;">The Institutional Advancement Department carries out the plans put forth by the members of the Board of Trustees, the Institutional Advancement Committee, and all major constituent groups of the school.
 * The paragraph that starts with: **
 * should be changed to: **