Schwartz Center for Children Achieving Our Potential

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Schwartz Center for ChildrenAchieving Our
Potential
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Achieving Our PotentialCapital CampaignCase
for Support
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Need for New Building

• Established in 1947 by Posa.
• Initially provided services in rented and donated
  space.
• Constructed current facility in 1963.
• Additions made in 1973, 1981, and 1989.
• No room for growth, inefficient, and lacks design
  coherence.

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Dartmouth Location

• In 2004, Mr. Stanley Goldstein donated four
  acres of his own land on Old Westport Road.
• Improved safety
• Improved and increased parking
• Increased property
• Convenient site
• Doubled building size (from 11,000 to 19,000
  square feet)

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Proposed Building Building Site Plan
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Building Costs
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• CONSTRUCTION PROJECT BUDGET
• INCOME
• Capital Campaign 3,050,000Sale of original
  site 450,000Bond financing 1,000,000
• BUILDING PROJECT REVENUE 4,500,000
• EXPENSESGeneral conditions 248,830Site
  work 435,210Concrete
  215,493Structural steel 16,552Wood
  plastics 406,049Doors and windows
  163,449Roofing 180,495Finishes
  488,659Building specialties
  40,320Security equipment
  28,951Furnishings 378,000Mechanical
  653,188Electrical 285,368Therapeutic
  pool 185,000Contractor fees
  295,9255 Construction contingency
  201,074Professional services 277,437
• BUILDING PROJECT EXPENSE 4,500,000

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Achieving Our PotentialCapital CampaignPhase I
Review
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Phase I Major Gifts

• Original goal - 2,000,000
• Completion goal - 1,500,000
• Pledged to date - 1,600,000
• Left to raise - OVER GOAL BY 100,000

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• Gift Chart for 4 Million Campaign
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• Gifts/Level of Giving Total _at_ Ea. Level Gifts
  Committed Raised to Date
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• 2 _at_ 500,000 1,000,000 2 1,000,000
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• 2 _at_ 250,000-499,999 500,000 1 277,000
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• 5 _at_ 100,000-249,999 500,000 1 100,000
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• 7 _at_ 50,000-99,999 350,000 4 235,382
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• 8 _at_ 25,000-49,999 200,000 9 225,000
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• 15 _at_ 10,000-24,999 150,000 12
  146,203
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• 25 _at_ 5,000-9,999 125,000 22
  114,785
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• 75 _at_ 1,000-4,999 75,000 30
  44,685

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Achieving Our PotentialCapital CampaignPhase
II Overview
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Phase II Special and Corporate Gifts

• Gift range - 10,000 - 49,999
• Original goal - 800,000
• Revised goal - 1,200,000
• Raised to date - 371,000
• Amount left to be raised during Phase II -
  829,000

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Rationale for Phase II Goal

• Prospective major gifts have given mostly in the
  Special Gifts range.
• Remaining major gift donors limited.
• Kresge Foundation (400,000) decline.
• Large Special and Corporate Gifts prospect
  base.
• Community Gifts Phase (Phase III) is already at
  79 of original goal.

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Phase II General Plan
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Phase II Organizational Structure
Achieving Our Potential Capital CampaignPhase II
Special and Corporate Gifts
Board of Directors
Campaign Leadership Todd Eisenberg, Jonathan
Schwartz, Joani Desnoyers, and Kim OHara
Board/Staff
Major Gifts
Campaign Executive Barry R. De St. Croix, Kim
OHara, and Robin Cabral
Special and Corporate Gifts Chair Kim OHara
Special Gifts
Corporate Gifts
Special Event
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Phase II Campaign Calendar

• Key dates
• February Phase II prospect development
• March - Volunteer training sessions
• April - Prospect rating session
• Spring/summer 2005 - PR campaign begins
• Phase II solicitation begins
• Fall/winter 2005 - Victory report and campaign
  wrap-up
• Phase III Community Gifts begins

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Phase II Campaign Projections

•  Special and Corporate Gifts (10,000 - 49,999)
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• Completion Goal 1,200,000
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• Pledged 05/16/05 371,000
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• To be Raised 829,000
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• Gifts/Level of Giving Goal Gifts Committed/
  of Goal
• 5 _at_ 40,000 200,000 
• 16 _at_ 25,000 400,000 9 225,000 56
• 25 _at_ 10,000 250,000 12 146,203 58
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Achieving Our Potential Campaign

• The Capital Campaign for the new Schwartz Center
  for Children is a community fundraising effort to
  construct an expanded and improved facility for
  services to Southeastern Massachusetts children
  with disabilities and special medical needs.
  With a goal of 4,500,000, the Capital Campaign
  is the largest fundraising initiative in the
  Centers history.
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Achieving Our PotentialCapital
CampaignQuestions and Answers
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Common Questions and Answers

• Why is the Schwartz Center for Children launching
  a campaign at this time?The Schwartz Center
  initially provided services in donated and rented
  space. In 1963, we were able to construct our own
  building as demand for programs grew, we made
  additions to the building in 1973, 1981, and
  1989. The total building area is now
  approximately 11,000 square feet, considerably
  too small for all people and programs it must
  house it offers no room for growth, it is even
  too small to meet the needs of the our current
  programs and activities.
• How does this campaign differ from the Schwartz
  Center for Childrens usual fundraising efforts?
• The Schwartz Center for Children, like other
  organizations in our community, seeks funds on an
  annual basis to support our services to children,
  and their families, and meet our expense for
  staff, supplies and equipment and physical
  facilities. Our Capital Campaign, by contrast,
  focuses on the specific, high-priority goal of
  constructing a much-needed new building, and we
  must reach to achieve this goal while also
  continue to meet all our operating expenses.
  This is a one-time Capital Campaign to assist the
  Schwartz Center for Children in constructing a
  new facility to better meet the needs of the
  community and its children.
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• What is the goal of the campaign and how was the
  goal established?
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• The Schwartz Center for Children undertook a
  comprehensive needs assessment and design process
  to determine the features that would be most
  important to have in our new building and to meet
  these needs in the most cost-effective way. The
  cost of preparing the site and constructing the
  building we have designed is 4.5 million. We
  plan to raise a portion of this cost, in the area
  of 450,000 through the sale of the current
  building.

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Questions and Answers, con.t

•  How are the staff involved in the Capital
  Campaign effort?
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• Center staff are involved in many ways. Some
  are working directly with major gift prospects.
  Others are taking the Campaign out to the
  business community and our many individual
  supporters. And our staff financially support
  the campaign as well as volunteering at many
  events that raise funds for Center projects,
  including the building campaign. Campaign staff
  include Barry R. De St. Croix (Executive
  Director) and Robin Babington Cabral (Director of
  Development and Marketing).
• I always make an annual gift to the Schwartz
  Center for Children. Why is it important for me
  to contribute to this campaign over and above
  that?
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• Annual support is essential, and we deeply
  appreciate it. But this is a special time when
  we ask friends to help us ensure that we are able
  to meet the need for a new building for our
  children and their families. This is a one-time,
  special effort to provide even greater services
  through a special gift to the Achieving Our
  Potential Capital Campaign.
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• Ive been supporting a particular program at the
  Schwartz Center for Children for years (or giving
  in honor or memorial of someone special in my
  life). Can I still do that with my campaign
  contribution?
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• Absolutely. Because this campaign is for a new
  Schwartz Center for Children and every program
  will benefit through the campaign, we encourage
  those who choose to support a particular program
  to follow their own interests. If you have been
  giving in honor or memory of someone special in
  your life, we welcome you to make your gift in
  honor or memory of this person. There are many
  named commemorative opportunities available.
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Questions and Answers, con.t

• I might not be able to make a significant
  contribution this year. How long will I have an
  opportunity to give to the Campaign?
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• The Campaign is a five-year campaign. Thus,
  this allows you to pledge your gift now and to
  complete it over a five-year period. Pledging
  now is important to our success because it allows
  us to base our plans on the most accurate
  projections.
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• This is your first major campaign as Executive
  Director of the Schwartz Center for Children.
  How do you feel about the way its going so far?
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• I am extraordinarily pleased by the rapid
  progress that we have made on the Achieving Our
  Potential Campaign. As I speak to many of our
  friends, I am pleased by their positive feeling
  about the new Schwartz Center for Children.
  Many individuals have already risen to the
  occasion in supporting the campaign. They
  understand, as I do, the importance of private
  support. I look forward to a very successful
  campaign as we move into the future together.
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• How many children are served by the Schwartz
  Center for Children and how big is the staff?
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• Last year, the Schwartz Center for Children
  provided therapy, education, medical care, and
  family support to 862 Southeastern Massachusetts
  children, employing 52 professional and
  paraprofessional workers and generating operating
  revenue of 2.5 million. Since its inception in
  1947, the Schwartz Center for Children has
  provided services to more than 20,000 children.
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Questions and Answers, con.t

• Who runs the Schwartz Center for Children?
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• The Schwartz Center for Children is governed by
  a volunteer board of directors, consisting of
  members of the community who live and work in the
  cities and towns served by the Center. These
  volunteers are not paid for their services and
  are elected in October at our Annual Meeting.
  Many other volunteers help with fundraising and
  program activities.
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• Who founded the Schwartz Center for Children?
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• The Center was established in 1947 by community
  parents, led by Agnes Raposa, seeking care for
  their children with cerebral palsy. They
  organized and began the years of work that would
  build a local clinic to provide the care and
  attention their children, and others in the
  community, needed and deserved.
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• I would like to discuss the Campaign goals and
  issues further. What is the best way for me to
  communicate with the Schwartz Center for
  Children?
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• We encourage such communication and invite your
  comments. Should you have an interest in a
  particular area, please contact the campaign
  office.

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Guide to Giving
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The Basics

• Each year, thousands of individuals choose to
  give to the Schwartz Center for Children. Each
  persons situation is unique their motivations,
  goals, and available resources.
• There are many options for setting up a gift.

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Giving Options Outright Gifts

• Gifts of cash(gifts may be pledge over a period
  of years)
• Gifts of appreciated property (i.e. real estate
  or stocks)
• Gifts of tangible personal property (i.e.
  furniture, art work, jewelry, etc.)

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Giving Options Life Income Plans

• Annuity trusts
• Unitrusts
• Pooled income funds
• Charitable gift annuities

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Giving Options -Other Planned Gift Arrangements

• Charitable lead trust
• Gifts of real property subject to life estate
• Wealth replacement with life insurance
• Wills and estate plans

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Commemorative Gift Opportunities

• Memorial and testimonials

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      Commemorative Gift Opportunities   The
Entire Building Reserved Lobby Reserved The
rapeutic Pool 175,000 Living Skills
Apartment 150,000 Sensory Integration
Room Reserved Physical Therapy Room
100,000 Kitchen Reserved Community Conference
/Training Room 100,000 Courtyard Garden
50,000 Day School Classroom A
50,000 Day School Classroom B 50,000 Day
School Classroom C 50,000 Day School
Classroom D 50,000 Day School Classroom
E 50,000 Child Development Classroom
A 30,000 Child Development Classroom
B 30,000 Child Development Classroom
C 30,000 Staff Lounge
30,000 Executive Directors Office
25,000 Parents Resource Room Reserved Conferen
ce Room A 25,000 Conference Room B
25,000 Chief Operating Officers Office
20,000      
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Commemorative Gift Opportunities (con.t) Occupa
tional Therapy Treatment Room
20,000 Speech Therapy Treatment Room
20,000 Early Intervention Office
15,000 Regional Consultation Program Office
15,000 Day School Office
15,000 Development Office 15,000 Finance
and Billing Office 15,000 Nurses
Room 10,000 Occupational Therapy
Assessment Room 10,000 Speech Therapy
Assessment Room 10,000 Exam Room I
10,000 Exam Room II 10,000 Reception
Desk 5,000 Staff Office Area A
5,000 Staff Office Area B
5,000 Staff Office Area C 5,000 Staff
Office Area D 5,000 Staff Office Area
E 5,000 Staff Office Area F
5,000   updated 06/06/05
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Achieving Our PotentialCapital
CampaignCampaign Contacts
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• For more information on the Achieving Our
  Potential Capital Campaign or questions or
  concerns you may have, please contact any of the
  following individuals at the Schwartz Center for
  Children. To discuss options for giving to the
  school or program of your choice, contact the
  Development Office of the Schwartz Center for
  Children.
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• Joani Desnoyers
• President
• Schwartz Center for Children
• 11 Maker Lane
• Falmouth, MA
• [phone]
• Joanilin_at_aol.com
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• Barry R. De St. Croix
• Executive Director
• Schwartz Center for Children
• 374 Rockdale Avenue
• New Bedford, MA 02740
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• [phone]

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Achieving Our Potential Capital Campaign

• Todd L. Eisenberg, Co-Chair
• Jonathan Schwartz, M.D., Co-Chair
• Barry R. De St. Croix, Executive Director
• Carol Almeida, Director of Operations
• Robin Babington Cabral, Director of Marketing and
  Development