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Volunteering has without a doubt enriched our experience as Windward parents. Bob Clifford, father of Robbie ‘17 A GUIDE TO VOLUNTEERING & PHILANTHROPY AT WINDWARD SCHOOL The Parent Guild Windward parents are automatically members of the Parent Guild. The Parent Guild’s volunteer programs strengthen the Windward community, enriching the social, cultural, educational and fundraising activities of the school. There are many opportunities, large and small, to get involved! Advancement Advancement Volunteers work with fellow parents to secure much needed philanthropic support for the school and help educate the parent body about the school’s exciting programs and initiatives. Approximately 60 volunteers work on the Annual Fund each year and many others are involved in capital and endowment fundraising and event planning, including Spring Event and the JFD Windward Golf Classic. The Windward Network The Windward Network leverages the collective wisdom and social networking of the entire Windward community to open doors, facilitate mentorships, and enhance the careers of our Windwardians. We encourage all members of the Windward community to participate in the Windward Network. There are so many ways to get involved, including having coffee with an alum, offering a student an internship, and speaking at an event. P arent participation in school life has been a cornerstone of the Windward experience since the School’s founding in 1971. With your time and your talent, you can impact Windward students and the community in many ways. Participation makes your family’s Windward journey that much more rewarding. FOR MORE INFORMATION ON WAYS TO GIVE, PLEASE CONTACT THE ADVANCEMENT OFFICE AT 310.391.7127. the gift of Time & Talent MAKING YOUR GIFT Donations made to Windward School are tax deductible within IRS regulations. Outright cash donations can be made with check or credit card (Visa or MasterCard). Windward welcomes your gift through a pledge – a formal statement of intention to make a gift to the School. With a pledge, you may complete your gift by making regular payments over time. All pledges to the Annual Fund must be fulfilled by the end of the fiscal year, June 30th; major gift pledges can be completed over a three to five year period. Donors also can make a donation with appreciated securities, which entitles the donor to a charitable deduction for its full current market value, without paying the capital gains tax on the appreciation, which would be required if the securities were sold for personal gain. A dynamic education. A nurturing community.

Windward Guide to Philanthropy

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Page 1: Windward Guide to Philanthropy

Volunteering has without a doubt enriched our experience as Windward parents.

”Bob Clifford, father of Robbie ‘17

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The Parent GuildWindward parents are automatically members of the Parent Guild. The Parent Guild’s volunteer programs strengthen the Windward community, enriching the social, cultural, educational and fundraising activities of the school. There are many opportunities, large and small, to get involved!

AdvancementAdvancement Volunteers work with fellow parents to secure much needed philanthropic support for the school and help educate the parent body about the school’s exciting programs and initiatives. Approximately 60 volunteers work on the Annual Fund each year and many others are involved in capital and endowment fundraising and event planning, including Spring Event and the JFD Windward Golf Classic.

The Windward NetworkThe Windward Network leverages the collective wisdom and social networking of the entire Windward community to open doors, facilitate mentorships, and enhance the careers of our Windwardians. We encourage all members of the Windward community to participate in the Windward Network. There are so many ways to get involved, including having coffee with an alum, offering a student an internship, and speaking at an event.

Parent participation in school life has been a cornerstone of the Windward experience since the School’s founding in 1971. With your time and your

talent, you can impact Windward students and the community in many ways. Participation makes your family’s Windward journey that much more rewarding.

FOR MORE INFORMATION ON WAYS TO GIVE, PLEASE CONTACT THE ADVANCEMENT OFFICE AT 310.391.7127.

the gift of Time & Talent

MAKING YOUR G IFTDonations made to Windward School are tax deductible within IRS regulations. Outright cash donations can be made with check or credit card (Visa or MasterCard). Windward welcomes your gift through a pledge – a formal statement of intention to make a gift to the School. With a pledge, you may complete your gift by making regular payments over time. All pledges to the Annual Fund must be fulfilled by the end of the fiscal year, June 30th; major gift pledges can be completed over a three to five year period. Donors also can make a donation with appreciated securities, which entitles the donor to a charitable deduction for its full current market value, without paying the capital gains tax on the appreciation, which would be required if the securities were sold for personal gain.

A dynamic education. A nurturing community.

Page 2: Windward Guide to Philanthropy

The campus and programs we enjoy today are the result of the generosity of those who came before us, and today’s Windward community is responsible

for ensuring a strong future for the next generation of Windwardians.

F I N A N C I A L A I DAccess and inclusion have always been central to Windward’s identity. A robust Financial Aid Program that makes a Windward education possible for qualified students regardless of financial ability is critical to ensuring economic diversity and attracting talented students of all backgrounds. Over $2.4 million is dedicated to Financial Aid for the 2014-15 academic year.

FA C U L T Y B E T T E R M E N TEach year, approximately 35 faculty members attend conferences and workshops, build partnerships with universities and other independent schools, and earn advanced degrees.Professional growth opportunities ensure that Windward can recruit, develop and retain teachers of exceptional quality with a strong passion for teaching.

P R O G R A M E N H A N C E M E N T SThe Program Enhancement funds ensure that each department has the equipment, tools, and resources necessary to give Windward students the best education possible. From technology needs to athletics training equipment and everything in between, the Program Enhancement budget is critical to the core of Windward’s mission to provide a dynamic education.

You can make a positive and meaningful difference

in your child’s education and in the life of our

school community. The Windward education

would not be the incredible experience that it is without the

investments of gifts and time from our parents.

This guide is designed to share with you the opportunities for you

to get involved in your child’s education.

Your volunteerism and your philanthropy

forge a partnership with your fellow families and

the school that makes Windward the great

educational institution that it is today.

EDUCATING A CHILD REQUIRES

MORE THAN AN OUTSTANDING

FACULTY & CURRICULUM.

Major GiftsMajor Gifts, sometimes called Leadership Gifts, are large contributions, usually in the six-, seven- and eight-figures, that are used to make significant capital improvements to facilities and programs. Windward is deeply grateful to those with the ability to give and commitment to philanthropy who can step forward and set an example of generosity for the entire community. Major Gifts are typically made over a three to five year period.

Endowment FundsGifts to endowment are an investment in the long-term financial health of Windward School. Endowment Funds are held in long-term investments with the principal remaining untouched, which creates a permanent source of revenue for the school. An endowment fund is structured to grow over time through reinvestment of interest and dividends earned.

Capital CampaignMost independent schools conduct capital campaigns once or twice per decade in order to meet needs the school cannot pay for out of tuition funds. Campaigns support major projects such as new campus construction and renovations to maintain state-of-the-art facilities. In addition, many campaigns include an endowment component designed to support facilities and programs long into the future.Thanks to Windward’s last Capital Campaign, completed in 2011, students today benefit from the programs and resources available in the Science, Dance & Music Center and the Center for Teaching & Learning.

Spring EventEach year, the Parent Guild presents Windward’s Spring Event, the annual fundraiser and community builder. Proceeds from Spring Event benefit the Faculty Betterment and Financial Aid Programs, two top priorities for the school. Typically held in May, the event includes live and silent auctions.

Party BookParty Book focuses on community, fun, and friendship. Throughout the year, Windward families host parties with a limited number of guests. Proceeds from the donations to attend are directed to the Faculty Betterment and Financial Aid Programs.

Planned Giving The Bridge Circle was formed to honor those who desire to leave a lasting legacy and have included Windward in their estate plans. The Bridge Circle encourages donors to think beyond their lifespan to make sure that the mission and vision of Windward continues and thrives. There are a number of ways to include Windward in your estate plans, which could provide tax advantages for you, the donor. FOR MORE DETAILS PLEASE VISIT WWW.WINDWARDSCHOOL.ORG/PLANNEDGIVING

Matching GiftsCorporate matching gifts provide a wonderful opportunity to increase your contribution to Windward School. Check with your human resources department to see if your employer will match your contribution.

3.7 Average GPA of financial aid recipients since 2008

of financial aid recipients since 2008 have gone

on to college.

100%

Annual FundThe Annual Fund supports our community by providing substantial funding for Financial Aid, Faculty Betterment and Program Enhancements. Tuition, alone, does not cover the actual cost of educating each student; gifts to the Annual Fund help bridge that gap. Like all independent schools, Windward relies on contributions to the Annual Fund every year from trustees, parents, alumni, grandparents, parents of alumni, faculty and staff.

PARTICIPATION COUNTSSince every child benefits from the Annual Fund, every family is asked to support this important school-wide effort each and every year by giving to the best of their ability. Windward strives for 100% participation from parents each year. !

FOR MORE INFORMATION ON ANY OF THE ABOVE WAYS TO GIVE, PLEASE CONTACT THE ADVANCEMENT OFFICE AT 310.391.7127.

a culture of Philanthropy

$50,000+ FOUNDER $25,000-$49,999 HEAD OF SCHOOL $15,000-$24,999 VISIONARY $10,000-$14,999 LEADERSHIP

$5,000-$9,999 BENEFACTOR $2,500-$4,999 PARTNER $1,500-$2,499 ASSOCIATE UP TO $1,499 DONOR

Annua l Fund G i v i ng Le ve l s & Recogn i t i on

Supporters who give more than $10,000 are invited to the Leadership Dinner the following fall for an insider’s look at the academic year ahead.Supporters who give $2,500 up to $9,999 are invited to the Partner Dinner at the Bel Air Bay Club in recognition for their generosity.

It is our responsibility to ensure that

this community continues to

thrive for the next generation

of families.

Tony & Linda Rubin, parents of Gena ’15 & Jacob ’10