New School Leaders Meeting

September 13, 2016

Access this presentation at: https://www.csfboston.org/presentations-other-resources/

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.

CSF Mission

• To communicate effectively with our school partners and new school leaders

• To share 2016-2017 key dates and expectations in order to facilitate successful partnerships with our schools

• To communicate expectations and explain tools to help assign financial aid

Meeting Objectives

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

Katelyn Rota – Development Associate

Naila Asif – Data Manager

CSF Staff

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

*Does not include Emergency Fund

• Scholarship Support FY16

– $7.9 million Total

– $2.8 million High Schools

– $5.1 million Elementary Schools

• Non-Scholarship Support to Schools FY16

– $488,301.50 Total

– $52,250 High Schools

– $436,051.50 Elementary Schools

FY16 Support

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

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

• August Institute; Catholic Urban Partnership

• BC Experience for Rising Seniors

• Boston Symphony Orchestra Tickets

• Catholic Schools Admissions Collaborative

• City Connects Program

• Engineering is Elementary

Non-Scholarship Support FY16

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

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!

Communications

Website – http://www.csfboston.org

• Live School Calendar

• Grant Applications via FluidReview

• Archived Communications and Presentations

• Policy Updates

• Press Toolkits

• Christmas Card Contest, BSO Ticket Request Admissions Resources

Communications

CSF Scholarship Funds

• CSF Scholars Fund - high school

• General Fund - elementary school

• Retention Fund - elementary school

• Recruitment Fund - elementary school

• Hispanic Recruitment Initiative/New Immigrant Scholarship (HRI/NIS) Fund - both

• Emergency Fund - both

• 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

• 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

Guaranteed One-to-One Scholarships

General Fund

• For returning, qualifying students who received General, Retention or Recruitment scholarships in the 2015-2016 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 re-qualify for aid, the school cannot re-assign the award in any fund.

– Deadline: June 30, 2016

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

HRI/NIS Fund

• For returning, qualifying students who received HRI/NIS scholarships in the 2015-2016 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

Emergency Fund

• 5 Rounds a year

• One-time award

• For students experiencing unexpected hardships that financially impact the family

Emergency Fund Data FY16

• 5 Rounds

• Total Emergency Fund Awards: $305,295

• 192 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

Scholarship Funds in FACTS

• Each school should create the appropriate funds for CSF scholarships in FACTS: CSF Scholars, 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.

Student Verification Forms

• Sent three times per year (2 times for high schools)

• Ask schools to confirm students’ enrollment and CSF awards

• Schools complete the form, sign last page, scan and return via email to clattin@csfboston.org

• Allows CSF to track scholarship recipients and maintain accurate records

Grant Opportunities

• CSF Scholars Funding – September 2016

• General Funding – December 2016

• Retention and Recruitment Funding – December 2016

• HRI/NIS Funding – December 2016

• Emergency Funding – All Year

• Additional Aid Funding* - Summer 2017

*When available

FluidReview

• Linked on CSF website

School Resource Center/Applications

• Main contacts creates 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 email from CSF

Grant Application Process

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.

Who is a CSF Scholarship Recipient?

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

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

CSF Scholar Profile

Total Family Income Family of 4 $37,500

Percent from Single-Family Homes 53%

Percent matriculating from Catholic Grade Schools 83%

Ethnicity 67% Non-White

CSF Scholars

A CSF Scholar is a student who… • is in grades 9-12 • will have his or her life impacted significantly by a Catholic

education, with strong preference for a student matriculating from a Catholic grade school,

• is motivated to succeed academically and to serve his or her community,

• 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,

• has an average total family income similar to that of the CSF scholar profile,

• receives an award that significantly contributes to the family’s financial obligation,

• Signs a release of information form through their school for CSF.

CSF Scholar Criteria

• RCAB Catholic elementary school principals nominate up to two 8th 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.

Gerstner Scholars

PL Scholars

PL Scholars

The Peter Lynch (PL) Scholar program was established in 2010 to honor the 20th 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 8th grade student should be honored as a PL Scholar. The names of graduating 8th grade PL scholars will be shared with Catholic high schools in the Archdiocese of Boston.

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.

PL Scholars Mass and Reception

PL Scholar Profile

Total Family Income Family of 4 $34,683

Percent from Single-Family Homes

60%

Ethnicity 76% Non-White

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.

Key Dates*

Applications

• October 3: Emergency Fund Application Available

• October 3: Gerstner Scholarship Nomination Form Available (Due: Dec 2)

• September 19: CSF Scholar Grant Application Available (Due Oct 14, Notification: Dec 9)

• November 15: Elementary School Grant Application Available for General, Recruitment, Retention, and HRI/NIS Funds (Due: Dec 23, Notification: Feb 27)

*Can change

Key Dates*

Grant Distributions

• November 17: Fall Distribution (Receipt Due: Dec 1)

• April 27: Spring Distribution (Receipt Due: May 11)

*Can change

Key Dates*

Events

• September 15: Elementary School Webinar

• September 16: High School Webinar

• October 19: PL Scholars Mass and Reception

• April 6: 27th Annual ICSF Dinner

*Can change

Key Dates*

Upcoming Deadlines

• September 15: Assign PL Scholars

• September 30: Retention and Recruitment, New HRI/NIS Fund Deadline

• October 21: Fall Verification Forms Due Christmas Card Submissions Due Student “Donor Thank You Letters” mailed from schools *Can change

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

Social Media

Inner-City Scholarship Fund Boston

Boston Catholic Schools

@icsfboston

@csoboston

@icsfboston

@csboston

Megan Adzima –madzima@csfboston.org; direct line: 617-398-5465

Christine Lattin – clattin@csfboston.org; direct line: 617-398-5462

Main Line – 617-778-5981

csfboston.org

Questions