Friends School Annual Report 2015-16

The mission of Friends School of Minnesota is to prepare children to embrace life, learning, and community with hope, skill, understanding, and creativity.

We are committed to the Quaker values of peace, justice, simplicity, and integrity.

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ANNUA L R E PO R T

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Contents Committee Update

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Financials 6 Volunteer Recognition

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Environmental Education Endowment

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Contributions 10 Circle of Friends

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From the Interim Leadership Team The school has come a long way since its start in 1988, from a church basement classroom with eleven students and one teacher, to a vibrant school at near capacity with 164 students and thirty faculty and staff. Much has changed since our inception, but one thing has remained constant—the school’s mission: Friends School of Minnesota prepares children to embrace life, learning, and community with hope, skill, understanding, and creativity. We are committed to the Quaker values of peace, justice, simplicity, and integrity.

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For so many, Friends School of Minnesota and its mission are what we believe in, celebrate, and hope for. We believe that the experiences our students have at school help them become better citizens and leaders, ultimately making the world a better place. We see proof of this in our alumni, who bring us story after story of how they live our mission in the next steps of their lives, and how the core values of their FSM education have helped to shape them as they become adults. And our alumni are now starting to send us their children.

As we navigate through these tumultuous times, we are grateful that our little Friends school can and does have such a big impact on how our students become active participants in the world around them.

As we reflect on the 2015-16 school year, here are some of the highlights.

• Accreditation Self-Study. As a progressive, Quaker school we aspire to practice self-reflection continuously. Last year we engaged in an ISACS accreditation self-study with our faculty, staff, school committee members, students, alumni, and current parents to examine all aspects of our school and tell our school’s story. This process provided us with the time and space to reflect deeply in a systematic and comprehensive way, producing a rich document that identified our strengths and challenges and our collective future work.

• Dynamic Classroom Furniture. As part of our annual gala, we have conducted several successful Fund-a-Project campaigns. In 2015-16, we raised nearly $17,000 for dynamic and active classroom furniture.

Generous donor support enabled us to purchase “sit to stand” tables for both humanities classrooms, new science/math tables, and new seating for three additional classrooms.

• Plant Sale. We had another record year at our annual Friends School Plant Sale. We increased our sales by nearly five percent and brought in net revenue and donations of almost $366,000, quite an accomplishment for a school of our size. We couldn’t have done it without the support of more than 1,200 sale-week volunteers and thirty year-round core volunteers who serve on our buying and planning committees.

• Leadership Transition. It has been our privilege, these past six months to serve as a co-interim leadership team. As we welcome Joe McHugh, our new interim head of school, we are confident that he will help guide FSM, as we work to hire a new permanent head of school.

Jeannette Lutter-Gardella, Co-Interim Leadership Team Garth Morrisette, Co-Interim Leadership Team

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2015-16 School Committee OFFIC ERS

Cathy Jordan, Clerk Christine Salomon, Assistant Clerk John Kraft, Treasurer Mary Lilly, Recording Clerk John McVea, Member at Large D IREC TO RS

Bird Anderson Christina Boyd-Smith Carolyn Carr Christopher Dart Becky Flory Jeff Guntzel Cathy Jordan John Kraft Laura Halferty Mary Lilly Paulette Lonzo John McVea Chris Minns Chana Ouray Kathy Quick Lori Ricke Evelyn Christian Ronning Christine Salomon Leslie Schiff Kate Walthour EX- OFFICI O

Latrisha Chattin, Head of School

From the School Committee It was an honor to serve Friends School of Minnesota as clerk of the school committee. This deep dive into school governance provided me with a unique and relatively rare window into the history, mission, operations, and leadership of the school.

What I observed through that window made me grateful to the founders, families, faculty, Quakers, and friends who have invested themselves and their resources in the school and provided unwavering support. It made me immensely proud of the amazing educational and co-curricular programs we offer at FSM. And, it made me hopeful for the future of our society. We nurture children’s minds, bodies, and spirits. We guide students toward deep understanding of who they are, how the world works, and how they can contribute to it. We graduate students who are competent, caring, passionate, centered, and articulate who will—and already do—make a difference in our community.

The 2015-16 school year was one of transition and growth. Under the leadership of Latrisha Chattin, we advanced our thinking and our practices that contribute to a welcoming, just, and diverse

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school. We also made strides addressing the needs of students with learning differences, and understanding our capacity to serve all students. We have more work to do, but we are grateful for the expertise and guidance Latrisha brought to both efforts during her year at FSM. As we continue our work with our new interim head, Joe McHugh, and look forward to welcoming a permanent head in the future, we are well positioned for further growth in these areas.

Whether you are a parent, teacher, staff member, student, graduate, Quaker, or other champion of the school, you contribute to a learning environment that fosters the healthy development of children with diverse talents, skills, and personalities. I hope that you will continue to support this important work by renewing your support for the 2016-17 Annual Fund. The fund provides for need-based scholarship assistance, professional development opportunities, and extending activities beyond the classroom.

I invite you to read this annual report to learn more about the many ways Friends School of Minnesota makes a difference in the lives of children, and the importance of your support in those efforts.

Cathy Jordan Clerk of School Committee, 2014-16

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S C H OOL YEAR SNAPSHOT ( AD M I SS IO NS FAS T FAC T S):

164 students 81 boys 83 girls

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38% 33%

regular students faculty of color and staff*

receive need-based tuition aid

7%

from Quaker families

7%

from LGBTQ families

*35, including after school music teachers

Friends School of Minnesota Financial Report, 2015-2016

Revenue Tuition (Net of Scholarships) Other Programs (Net of Scholarships) Contributions Fund Raising Events (Plant Sale/Gala) Investment Income Miscellaneous Income In-kind contributions Total Revenue & Support

2015-16 2014-15 1,821,121 1,763,433 329,707 289,566 181,163 181,419 371,753 340,690 (4,151) 37,160 43,904 38,801 127,714 38,518 2,871,211 2,689,587

Expenses Instructional/Program 2,003,571 1,862,413 Management and General 510,706 Fundraising 142,960 Total Expenses 2,657,237

Change in Net Assets 213,974

496,856 141,624 2,500,893 188,694

Contributions/Fundraising by Source Plant Sale (Net) 348,128 329,290 Annual Fund 156,163 167,045 Gala (Net) 8,368 11,099 Fund-A-Project 16,927 14,675 Endowment Contributions 25,000 ------Total 554,586 522,109

Scholarships Scholarships (All Programs) Scholarships as % of All Gross Program Fees

589,825

492,113

21.5%

19.3%

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Revenue

In-Kind, 1%

Fundraising Events (Plant Sale/Gala), 13%

Miscellaneous Income, 2%

Contributions, 6% Other Programs (Net of Scholarships), 12% Tuition (Net of Scholarships), 66%

Expenses Fundraising, 6% Management & General, 20%

Program, 74%

Development Endowment Contributions, 25,000, 4%

Fund-A-Project, 3% Gala (Net), 2%

Annual Fund, 32% Plant Sale, 63%

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Volunteer Recognition

2015-16 Collins-Fieldseth Award for Exceptional Volunteerism Created in 2002, the Collins-Fieldseth Award for Exceptional Volunteerism is given annually to individuals who have longevity in volunteerism and dedication to the school, and who make a significant contribution through volunteering at FSM. It is a yearly reminder of the importance of volunteering to the life of the school.

The two individuals chosen this year highlight the commitment our volunteers make to the school community.

is receiving this award for the countless ways she has given to the FSM community. From serving on the committee on trustees and the plant sale committee; to being a room parent, chaperoning field trips and reading to the children; to hosting community celebrations. She is a shining example of the most beautiful parts of this community! We thank Joy for the hours and hours of time she has given to enhance and uplift FSM! JOY SWANS O N

is receiving this award for the countless hours she gives to ensure the success of the Friends School Plant Sale. She serves year-round on the buying committee, the organizing committee, and several sub-committees. Throughout the year, she researches, writes, and edits the plant sale catalog, which adds 500 new plants a year. Nancy volunteers for ten and twelvehour shifts during the week of the plant sale. She says she loves it all! Her service and dedication to this essential school fundraiser is invaluable.

NANC Y SC H E R E R

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New Endowment for FSM Environmental Education Environmental education at Friends School of Minnesota seeks to prepare students to become citizens and stewards of the earth. Whether a weeklong trip to Wolf Ridge Environmental Learning Center, a nature walk in the park, or the daily collection of school compost, environmental education is woven throughout FSM’s K-8 experience.

In 2015, the school received a significant donation to start an endowment for our environmental education program, specifically to support student activities and engagement in environmental education. The donor shared, “My child has benefited immensely from this education, as have we as a family. The environmental education committee has made a compelling case for how this education is uniquely situated at FSM and serves as a model for other local and not-local institutions.”

The anonymous endowment gift of $25,000 will help ensure that our environmental education program remains strong, that every student is able to attend overnights in the wilderness, that fieldtrips are possible, that busses remain operational, and that students can continue to access the environment in ways that inspire and educate.

“In the end we will conserve only what we love; we will love only what we understand; and we will understand only what we are taught.”

B A B A D IO U M, 1 9 6 8

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2015-2016 Friends School of Minnesota Annual Fund Contributions Gifts and pledges between July 1, 2015 and June 30, 2016.

We make every effort to assure the accuracy of our report. However, if you note any errors or omissions, please contact us at 651-621-8936 or at development@fsmn.org.

Friends School of Minnesota is deeply grateful to all of our contributors.

Quaker Organizations Cannon Valley Friends Meeting Friends Council on Education Kickapoo Valley Friends Meeting Minneapolis Friends Meeting Northern Yearly Meeting Prospect Hill Friends Meeting Twin Cities Friends Meeting IN S TITUTIO NS AND FO U NDATI O NS Amazon Smile Charles Sumner Bird Foundation Box Tops for Education Roger L. and Agnes C. Dell Charitable Trust Health & Life Brokerage Services Inc. Hilvie E. Ostrow Trust Lone Oak Graphics Target Take Charge of Education Terhuly Foundation, Inc. Western Bank Yardly Art MATC HING GIFT S Benevity General Mills GlaxoSmithKlein PG & E Medtronic Target Corporation Texas Instruments United Way Wells Fargo

Individuals LEA D ER ($10,000+) Anonymous Friends Plant Sale Round Up Contributions Nina Ingalls and Andrew Gaspard Emily Slowinski B ENEFACTO R ($5,000-$9,999) Anonymous Roger L. and Agnes C. Dell Charitable Trust PATRON ($2,500-$4,999) Steve and Christina Boyd-Smith Garth Morrisette and Trina McNeely

Stephen Rice and Leslie Schiff Robert Striker and Patrice Tetta Richard and Joy Swanson PROVID E R ($1,000-$2,499) Rob Alfano and Melissa Wright Sofia Ali and David Caccamo Connie Archbald John and Vanessa Beardsley Virginia Dale Eric Dunn and Lori Ricke Brent and Jessica Griffith Laura Halferty Pam Heggie and Nancy Newman David and Ann Heider Richard Kain and Kathie Simon Frank Jay Krishnan Ben Krueger and Julie Eddington Joel and Sharon Labovitz Mary Lilly Patricia Maier Harry McNeely, Jr. John McVea and Laura Dunham Guillermo Narvaez and Kathryn Quick Mike Nation and Janet Sauers Thomas Neufeld and Suzanne Permuth Mark Pearson and Jill Pennie Harold Salverda David and Tracy Shepherd Mark Simonson and Pat Thompson Roman Stepchuk Doug and Barbara Van Vreede S UPPO R TE R ($500-$999) Anonymous Randy and Bird Anderson Alyn Bedford Rick Condon and Megan Casselman-Condon Latrisha Chattin Fred and Sarah Deschamps Andrew Dubner and Susan Noe Toria Erhart Micah Gearhart and Christine Salomon Doug and Keitha Herron Don and Kathy Holmes Timothy Kidder and Lakmini Nanayakkara-Kidder

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Paul Landskroener and Marybeth Neal Kevin Leuthold and Nancy Garrett Christopher and Jeannette Lutter-Gardella Brian Martinson and Melissa Partin G.R. Nygaard Sarah Pradt and Kathy Wallace Louis and Sandra Pradt Marek Reiter and Julie Sivula Reiter Kevin Reitz and Susan Jones Raymond Robertson and Sarah West Jonathan Sellman and Carolyn Carr Scott and Trish Severns Tim Sheldon and Lili Herbert David Wheaton and Michele Moylan Eric and Kate Whittington PARTNER ($250-$499) Syed and Maria Antonietta Ali Michael and Sarah Bauer Bill Bisanz Steve Bookshester and Pam Forbes Jim and Nancy Caccamo Scott and Ellen Chazdon Brent and Heidi Dalzell Chris Dart Fred Dulles and Cathy Jordan David and Theresa Glaser William and Marsha Goff Darla Kashian and Samantha Grosby James and Annamary Herther Don Irish Terry Kayser and CeCeile Hartlieb Reuben and Gerry Larson James Lee and Jean Miller Kristin and Sarah Maier Susan McDaid Jock and Joan McLane Joe Mueller and Kate Heider Matt Muenster and Kate Walthour Timothy Ogg and Danielle Montague Fred Opie and Melanie Spewock Leslie Partin Ron and Nancy Pitzer Shireen Rahnema Dave Schaller and Susan Nagel Rudy and Susan Schnasse David and Chris Schwebel Hazel Turner FRIEND (up to $249) Anonymous Dan and Alissa Abelson David and Susan Abelson Jerome Abrams Melissa and Daren Andersen Marshall Anderson and Betty Bonson Robert Arnold and Natalie Olvera Harvey and Barbara Aslakson David Bael and Andrea Cyr Norma Banks Chris Bedford

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Robert Benjamin Kristin Bennett Julie Berg Mark Berg Aaron Bergad and Angie Brain Roger and Dallas Betz David Bicking Jeanne Bird Ellie Bisanz Bonnie Bleskachek Thomas Bolstad and Jane Schallert Joseph and Patricia Brady Todd and Jennifer Bratulich Thaddeus and Katie Brink Izzy Britton and Jill Pedersen Judy Broad Dan Bruggeman and Mary Rothchild Mike Burbach and Mary Thomas Steve Bunge and Susan Borden Janet Bush and Rene Tripeny Ben Cantlon and Kristin Burger Peter and Jennifer Caritas JoJo Chervenak Paul Ching and Jennifer Beckham Helen Ching-Ho Kao Whitney and Sarah Clark Marianne Clinton Burton Coffin and Eric Mueller Cathy Coon and Sarah Gehin Trentt Cramer and Amy Cortright Amy Crawford and Alice Johnson John Crosby and Susan Libbey Crosby Jim Dawes and Baris¸ Gümüs¸ -Dawes Aeton and Kimberly de Long Hersh Ann Dieperink Eric and Benita Dieperink Margie Doyle Sears and Patricia Eldredge Paul and Christa Ernst Hanna Esparza Joanne Esser and Michael Hay Taylor Fay and Jasmine Mastel-Lipson Mary Felden Mark Fellows and Andrea Olson Dymond Fields and Delinia Parris Joanne Fieldseth John and Becky Flory Sheila Flynn Joe and Lien Foss Wayne Francis and Christina Moe Nicholas Franco and Anne Heitlinger Rae Eden Frank and Mark Wenniger Al and Judy Gage Cynthia Garcia Joe and Ina Garrett Jim and Jo Anne Gearhart Gita Ghei Peter and Cari Gillen-O’Neel Jack and Karen Gillespie Barry and Rena Glaser Charles Graham

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Jacob Grass and Lydia Maza Veronica Guevara Jeff and Laurel Severns Guntzel Diwakar Gupta and Lara Pedersen Brandon and Molly Hanna David Hecht Eric and Carreen Heegaard Garth Hickle and Heather Libbey Dhaivyd Hilgendorf and Diana Weddigen Richard Hinchcliffe Lisa Hlavacek Joel and Betty Hoeger Don Hones and Persida Cifuentes Sally Howard Deborah Hudleston Ruskin Hunt and Jigna Desai Fred and Jean Jeffery Susan Jeffrey Vivian Johnson and Mike Rivard Ward and Shotsy Johnson Carl Jordan Amber Junnila Madhu Kannapiran and Kelly Ishizuka Raye Kanzenbach and Joni Macdonald Kathleen Kelley Marie Kennedy James and Allison Keuning Robert and Elaine Kirk Ruth Kirkland Jonathan Kirsch and Julie Grossman John Kraft and Rachel Madden Sam and Claire LaChance Krista Langberg Samuel and Zea Leguizamon Grant Greg and Mina Leierwood Anne Leverone John and Anne Levin Ken and Ruth Lippin Paulette Lonzo Lydia Lopez Jessica Lyga Maggie Madden Ramesh Mani and Barbara Becker Peter and Renda McCaughan Amanda McCormick Richard and Joan Meierotto Anthony Mendoza and Dawn Zugay William and Lydia Midness Jeannette Milgrom Sharon Wilson and Carol Miller Chris and Sharon Minns Linda Mockler Stephen Moe and Amy Lyga Scott Moore and Paula Beck Jim Mork and Cecilia Wirth Henry Moyers Bob and Sharon Mueller Clem and Elizabeth Nagel Betty Lou Nelson Julia Nelson Loren and Donna Neubauer

Huong Nguyen Daniel Nordley Jeremy Norton and Annie Enneking Sandy Olson Donna Opp Chana Ouray Kath Ouska and Lori Sundelius Hilary Parker-Robertson Gordon Pedersen Laura Pereira and Tom Doyle James Perkins Norton and Mary Jo Permuth Huy Pham and Jolee Mosher Darryl Pratte Thomas and Emily Prebich D. Jean Probst Delores Ranby Kak Jarvis Jim Rodine Jon Rodine and Jennette Turner Gerald Ronning and Evelyn Christian Ronning Donna Roost Greg and Laurie Rottach Jeffrey and Sarah Rudolf Andrew and Heather Rutledge Christian and Karen Salter Danny and Beth Sardon Kelly and Cherisse Sardon Garrity Janette Scandura Michael and Ara Schmidt James Houston and Elizabeth Scott Tim Silverthorn and Monica Trent Colin and Rebecca Slaby Thomas Sommer and Ann Brady Rick and Kathleen Stanford Robert and Elaine Steinbach Nick Sullivan and Vanessa Knapp Regina Sullivan Thomas and Sandra Sweesy Norma Taylor Karen Thompson Randall Thorson and Talisyn Flagg Eryn Trimmer and Monica Bicking Sally Wiedeman and Sue Tuggle Todd Underhill and Karla Reisch R. David Unowsky John and Laura Utley Richard and Marian Van Dellen Jeanne Walthour Sara Wayne Adam Wernick and Thyra Fossum Dick and Bea Wernick Jim and Irene Whittington Terry Winter Wayne and Mary Wolsey Mary Beth Young Shane and Kim Zack Anthony and Georgia Zugay

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IN HO NO R O F L IL I H E R B E R T Marianne Clinton Amy Crawford and Alice Johnson Hilary Parker-Robertson Regina Sullivan IN HO NO R O F ANA M E ND O Z A Georgia and Anthony Zugay IN HO NO R O F H E NRY NE UF E L D Mary Jo and Norton Permuth IN HO NO R O F E M M A S L ABY Elaine and Robert Steinbach IN HO NO R O F CATH E R I NE J O R DAN AND FRED DU L L E S Pam Forbes and Steve Bookshester IN HO NO R O F IL S E RO S E THO M PSO N-NE L S O N Karen Thompson IN HO NO R O F S E F I AND ANDREW W HITTI NGTO N Irene and Jim Whittington IN HO NO R O F TH E TEACHERS AT F S M Darla Kashian and Samantha Grosby IN MEMO RY OF E M IL S LOWINSK I Connie Archbald Robert Benjamin Dallas and Roger Betz Helen Ching-Ho Kao Sears and Patricia Eldredge Becky and John Flory Charles Graham Betty and Joel Hoeger Raye Kanzenbach and Joni Macdonald Robert and Elaine Kirk Richard and Joan Meierotto William and Lydia Midness Jeannette Milgrom Betty Lou Nelson Donna Opp D. Jean Probst Delores Ranby R. David Unowsky Richard and Marian Van Dellen Terry Winter Wayne and Mary Wolsey Hilvie E. Ostrow Trust IN MEMO RY OF K AYE LO U I SE SALV E R DA Harold Salverda IN-KI ND CO NTR IB UTIO NS Jennifer and Peter Caritas—Website

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Megan Casselman-Condon—Design Judy Langevin—Legal Counsel Pat Thompson—Design

Gala In-Kind Contributions Thank you to the following generous businesses and individuals for their donations to our annual gala and auction. Great Gatherings and the auction helped to raise more than $38,000 in support of FSM scholarships and other needs.

B USI N E SSE S Baaken Museum Bank Black Sheep Pizza Blue Plate Restaurant Company Bryant Lake Bowl Café Latte CorePower Yoga Dick’s Sporting Goods Faces Mears Park Fogo de Chao Foss Swim School Ginkgo Coffeehouse Great Lakes Aquarium Groundswell Guthrie Theater Holiday Inn & Suites Izzy’s Ice Cream Joe’s Sporting Goods Lake Superior Zoological Society Maplewood Community Center Meritage Mill City Museum Minnesota Zoo Mixed Blood Theater New Scenic Cafe O’Gara’s Bar & Grill Ordway Center for Performing Arts Red Balloon Bookshop Riverview Theater Rocco Altobelli Roller Garden Skate Center Science Museum of Minnesota Sebastian Joe’s Shoreview Community Center Silver Creek Paddle & Company Stages Theatre Company The Jungle Theater The Park Tavern Walker Art Center Weisman Art Museum Westin Minneapolis YWCA Saint Paul INDIV IDUA L S Alissa Abelson Sofia Ali and David Caccamo Bird and Randy Anderson Sarah and Mick Bauer

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John and Vanessa Beardsley Donna Beck Steve and Christina Boyd-Smith Todd Bratulich Carolyn Carr Megan Casselman-Condon and Rick Condon Latrisha Chattin Kimberly de Long Hersh Julie Eddington Brian Engdahl Christa Ernst Rae Eden Frank Nancy Garrett Gita Ghei Jessica and Brent Griffith Julie Grossman Laurel and Jeff Severns Guntzel Laura Halferty Lili Herbert and Tim Sheldon Annamary Herther Dhaivyd Hilgendorf Kak Jarvis Darla Kashian and Samantha Grosby Chuck Knapp Jay Krishnan Gerry and Reuben Larson John Levin Esther Lindgren* Anne Lippin Amanda McCormick Anthony Mendoza and Dawn Zugay Garth Morrisette and Trina McNeely Joe Mueller Matt Muenster and Kate Walthour Soozi Neubauer Karla and Todd Reisch Julie Sivula Reiter Gerry Ronning and Evelyn Christian Ronning Maria Santiago Ara Elizabeth Schmidt Chris Schwebel Elizabeth Scott and James Houston Maya Shepherd Dave Shepherd Kathie Simon Frank Colin and Rebecca Slaby Elaine Steinbach Patrice Tetta Carol Troutdale Sharon Woods Melissa Wright and Rob Alfano *deceased

Fund-A-Project and Afghan Project Contributions Anonymous Robert Alfano and Melissa Wright Sofia Ali and David Caccamo Bird and Randy Anderson Marna Anderson and Jim Morgan

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Sarah and Mick Bauer John and Vanessa Beardsley Paula Beck and Scott Moore Barbara Becker and Ramesh Mani Aaron Bergad and Angela Brain Steve and Christina Boyd-Smith Todd and Jenni Bratulich Izzy Britton and Jill Pedersen Megan Casselman-Condon and Rick Condon Latrisha Chattin Cathy Coon and Sarah Gehin Chris Dart Benita and Eric Dieperink Fred Dulles and Catherine Jordan Julie Eddington and Ben Krueger Christa and Paul Ernst Talisyn Flagg and Randall Thorson Nick Franco and Anne Heitlinger Rae Eden Frank and Mark Wenninger Nancy Garrett and Kevin Leuthold Micah Gearhart and Christine Salomon David and Theresa Glaser Brent and Jessica Griffith Julie Grossman and Jonathan Kirsch Jeff and Laurel Severns Guntzel Diwakar Gupta and Lara Pedersen Laura Halferty David Hecht Kate Heider and Joe Mueller Anne and David Heider Jim and Annamary Herther Kelly Ishizuka and Madhu Kannapiran Kak Jarvis Susan Jones and Kevin Reitz John Kraft Jay Krishnan John and Anne Levin Valerie Mendoza Anthony Mendoza and Dawn Zugay Garth Morrisette and Trina McNeely Matt Muenster and Kate Walthour Susan Nagel and Dave Schaller Tom Neufeld and Suzanne Permuth Stephen Rice and Leslie Schiff Lori Ricke and Eric Dunn Gerry Ronning and Evelyn Christian Ronning Andrew and Heather Rutledge Dave and Christine Schwebel Kathie Simon Frank Anne Supplee Joy and Rich Swanson Eric and Kate Whittington

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Circle of Friends Society The Friends School of Minnesota is fortunate to have a society of founders, faculty, alumni/ae parents, current parents, grandparents, and Friends who have included us in their estate plans. We are deeply grateful to these individuals for their profound generosity and investment in the Friends School of Minnesota. Their gifts benefit the school in significant and enduring ways.

CI RCLE O F FR I E ND S SO C I E T Y

Sofia Ali and David Caccamo Toria Erhart Cathy Jordan and Fred Dulles Sheila Herbert* Lili Herbert and Tim Sheldon Judy Lutter Wendy Lutter & Eric Bosler Pam Heggie and Nancy Newman Sandy Olson Leslie Partin Sarah Pradt and Kathy Wallace Emil* and Emily Slowinski Joy and Rich Swanson *deceased

If you’ve included the Friends School of Minnesota in your planning and your name is not on this list, please let us know by calling Jennifer Bratulich at 651-6218936 or development@fsmn.org.

It takes just a few simple steps to make a bequest or charitable annuity to the Friends School of Minnesota.

TO M AKE A BE Q UE S T

Outright bequests in your will are the most straightforward way to leave a planned gift to Friends School of Minnesota. Consider using the following same bequest language: “I give and bequeath the sum of $XX (or XX% of my residuary estate) to Friends School of Minnesota, a non-profit corporation, located at 1365 Englewood Avenue, St. Paul, MN 55104.”

Bequests to the school are free of state and federal taxes and qualify your estate for a charitable deduction equal to the entire amount of the bequest.

CHARITABLE GIF T ANNUI T Y

You may also make a charitable gift annuity to support the Friends School of Minnesota. A charitable gift annuity allows you to make a significant gift to the Friends School of Minnesota, receive a charitable deduction for a portion of your gift, and retain a stream of fixed income for life, among other benefits.