Education Foundation Toolkit – Volume I

Save countless hours of research and consulting fees.  The Education Foundation Toolkit was designed to provide all the tools necessary to start, expand and sustain an education foundation.  The Toolkit I walks you through a methodical, step-by-step process to ensure that key best practice components are in place to move your organization forward. Toolkit includes a CD with more than 60 editable templates. 

Toolkit I provides information on all of the elements you need to consider as you start or revitalize a foundation.  The Toolkit offers samples and examples that have been tested by other successful foundations - and delivers them to your door.  Toolkit I includes:

• Action Plan for Success - A step by step checklist and full description of each of the elements needed for a successful school foundation. Each element is carefully analyzed and specific action areas offered.
• Board Development - Create plans and process of successful recruiting, roles and responsibilities, sample job descriptions, orientation program, setting policies, conflict of interest statement, skill matrix and more.
• Corporate Infrastructure - Follow the sample bylaws, articles of incorporation, income statements, budgets and other considerations to keep your organization legal and in compliance.
• Marketing and Events Management -Image is crucial. Understand how to "roll out" a marketing plan and initial approaches to raising operational funding through planning an event to publicize the foundation.
• Grants Program - Realize the value of funding programs such as innovative teaching grants through a transparent and fair process. You will receive information to take you from calling for grants to awarding through "prize party".
• Development/Fundraising - Now you have all the elements in place, now let's learn how to raise funds using a methodical and effective approach. Conduct an annual campaign that is sure to see results.
• Templates -  Over sixty editable templates or tools including:

One Year Action Plan

Organizational Framework

Steering Committee Agendas (2 Agendas)

Board of Director Analysis Chart

Board Recruitment Packet

Board Roster Template

Planning Meeting Agenda

Sample Certificate of Formation

Bylaws

Memorandum of Understanding with School district

Depository Resolution

Organizational Meeting Agenda

Sample Meeting Agendas (5 Agendas)

Committee List

Committee Preference Form

IRS Guidelines for 1023 Application

Timeline

Sample Policies & Guidelines (General, Fund Management, Investment, Gift Acceptance, and Conflict of Interest)

Draft Budget

Income Statement (Profit-Loss)

Check Register

Bank Reconciliation Sample

Balance Sheet

Sample Gift Receipt

Meeting Minutes Template

Financial Checklist

Marketing & Events Plan

Note Card

Letterhead

Press Releases (6 samples)

Simple Case Statement

Event Budget Worksheet

Special Event Timeline

Checklist for Marketing & Events Committee

Grant Guidelines and Application

Grant Workshop Agenda

Grant Reviewer Scoring Matrix

Cover for Grant Review Notebooks

Grant Reviewer Collective Score Tally Sheet

All Reviewers Collective Score Tally Sheet

Grant Award Spreadsheet (Excel)

Grant Award Spreadsheet (Word)

Grant Award Flyer

Grant Recipient Agreement

Teacher Grant Evaluation Form

Grant Denial Letter

Grant Application Committee Evaluation Summary

Grant Review Committee Checklist

Programs Committee Responsibility Checklist

“Prize Party” Checklist

Annual Campaign Timeline

Sample Donor Card

Donor Bill of Rights

Donor Level “Packaging”

Simple Case Statement

Donor Prospect Form

Donor Database Template

Sample Individual Donor Letter

Campaign Planning Worksheet

Solicitation Targets for 100K Campaign

Development Committee Checklist

Annual Campaign Checklist

Kick Off Event Checklist