Annualfundbrochure

{ What Is The Annual Fund? }

{ The Annual Fund } The Annual Fund is a component of the Stanwich School operating budget that supports the financial shortfall between tuition and the actual cost of educating each student. All independent schools across the nation operate annually knowing this shortfall (or gap) exists, and implement a fundraising initiative — The Annual Fund Drive — to help close the gap.

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Why Support The Annual Fund?

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Gifts to the Annual Fund at Stanwich directly impact a student’s daily life.

The Annual Fund ensures that: • We retain and support exceptional Faculty • We retain small student/faculty ratios, providing a focused learning environment which translates to more personal attention, discipline and balance • We maintain a safe and nurturing learning environment • New and enhanced programs are provided throughout the year • Financial assistance is available for qualified students

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Frequently Asked Questions

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What is the Difference between the Annual Fund and the Capital Campaign?

Gifts to the Annual Fund meet the financial needs for a given fiscal year and are not restricted.

Annual Fund gifts are expended in the fiscal year they are given. A Capital gift is restricted to either a Capital Campaign or a particular capital need in the school. An example: faculty instruction is supported by the Annual Fund while the actual classroom, chairs and computers are all supported by capital gifts.

We pay tuition. If the money is needed, why not just raise tuition?

Stanwich needs to compete in the healthy independent school environment of Fairfield and Westchester counties. Using the traditional independent school effort of fundraising, we ensure that Stanwich is accessible and competitive and that it will thrive. An added benefit is that while tuition is not tax deductible, gifts to the Annual Fund are!

Why is participation so important?

Participation is as important as the amount donated and is the greatest way to demonstrate your confidence in the mission and programs at Stanwich. It is a tangible expression of unity of purpose that Stanwich can use for current families and when reaching out to past families, foundations and corporations for their support.

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Frequently Asked Questions

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What is Employer Gift Matching?

Many companies will match their charitable gifts made by their employees. This is an ideal way for donors to make their donations increase, and get recognized at higher donation levels. Simply ask your company’s human resources office for a matching gift form, and we will do the rest!

There are thousands of companies with matching gift programs, but the sidebar to the right lists just a few examples of those employing Stanwich parents with known programs.

Example of Companies That Match Gifts Bank of America Barclays Capital Deutsche Bank Gartner Group General Electric Goldman Sachs Group IBM

JP Morgan Chase Jeffries Morgan Stanley RBC Wealth Management RBS UBS

How much Financial Assistance does Stanwich provide? Is it typical?

Stanwich provides on average 16% financial assistance which is in line with the other private schools in Fairfield and Westchester Counties. Financial assistance aligns well with the mission of Stanwich. If a child has the capacity to meet the academic rigor of Stanwich, it is appropriate to offer financial assistance.

I gave at the Benefit. Is that Annual Fund?

No, the Benefit is always built around a particular set of needs that are typically capital related.

For example, last year’s Benefit (a huge success!) supported the new gym and technology. All the proceeds from the event were used to purchase specific items.

How can I donate to the Annual Fund?

All donations to the Annual Fund are fully tax deductible. Gifts can be made by mailing a check to the Advancement Office (address on reverse), donating online at www.stanwichschool.org, or through gifts of appreciated securities. Instructions on how to donate securities are on the website or you can call the Advancement Office at (203) 542-0030.

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The 2012-2013Annual Fund helped fund:

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• Certification of faculty to teach AP level courses • The addition of an Educational Technologist and a Lower School Math Specialist

More Information For more information, or to donate to the Annual Fund, please visit the “Giving to Stanwich” section of our website: www.stanwichschool.org Contact: Elizabeth McIntyre Assistant Director of Advancement emcintyre@stanwichschool.org 203.542.0030

The Stanwich School Coeducational PreK­—12 independent school

257 Stanwich Road • Greenwich, CT 06830 203.542.0030 • emcintyre@stanwichschool.org www.stanwichschool.org