SaintJosephAcademy

Philanthropy&Fundraising atSaintJosephAcademy

A. Principlesof Philanthropy:

1. Saint Joseph Academy is a non-profit religiousandeducationalentity. Assuch,it depends upon philanthropic support from individuals, foundations, and businesses to operate each year. 2. Tuition and related income alone are not sufficient to cover the Academy ’ s annual operating budget and to allow the SJA

School Board and Administration to fulfill thevisionof faith,scholarship,stability,and coherence. Whiletuitioncoversabout90% of the Academy ’ s operating costs, it does not cover the complete cost of educating our students and maintaining our facilities.

In the upcoming 2022-2023 school year, there is a gap of about $1,200 between tuition and the actual cost per student. We rely on contributions to our annual fund, from alumni and other benefactors to help close the gap and cover our costs. 3. St. Joe depends on the generosity of our parentswiththeirtime,talentandtreasures.

We could not provide the same diversity and quality of student life without our parent involvement and support.

As such, we have restored the parent participation fee and student accounts will be automatically charged $200 in July of each new school year. Once a parent has completed his/her volunteer service to the school, and that service is confirmed, a 100% refund will be credited to the account. A parent may also elect to not volunteerandwaivetheoptionforthe$200 refund. 4. Aschoolof character,service,andachievement, Saint Joseph Academy endeavors to meet these tenets while showing a preferential option for the poor. In order to continuallyachieveitsmission,SaintJoseph Academy must identify and secure philanthropicsourcesof supporteachyear.

B. PhilanthropicPractices of theAcademy:

1. Certain student organizations (Campus

Ministry, Honor Societies etc…) are chartered to undertake limited fundraising activities in support of outside charities, under the supervision of the Principal. 2. While Saint Joseph Academy applauds the generosityof faculty,staff,andstudentswho supportcharitableorganizations,theschool does not have the resources to financially support all of the charitable activities of such individuals. 3. Faculty and staff members are prohibited from soliciting donations from students, parents of students, SJA School Board

Members,ormajordonorsof SaintJoseph

Academy or enlisting such individuals in any fundraising activities in support of personalphilanthropiccauses. Facultyand staff are permitted to solicit their SJA colleagues for such support.

C.FundraisingPoliciesandPractices: 1. The Office of Academy Advancement &

Alumni Affairs serves as the designated fundraising department of the Academy.

This Office plans, organizes, and manages

allprogramsintendedtoraisefundsforSaint

Joseph Academy. No fundraising effort for anypurposemaybeinitiatedindependentof this Office. 2. The Office of Academy Advancement &

Alumni Affairs, under the Office of the

President,isresponsibleforcreatingaculture of philanthropy at Saint Joseph Academy through business activities which foster awarenessandanenvironmentof givingand participation among students, parents of current students, alumni, faculty, and staff. 3. The Office of Academy Advancement coordinates the activities of the following organizationsandeventsthataresanctioned to raise funds on behalf of Saint Joseph

Academy: Advancement Committee,

Athletic Boosters (including but not limited to Taste of the Town), Style Show, Alumni

Golf Tournament, and the Endowment

Board. 4. Athletic teams and other student organizations are not permitted to engage in fundraising activities to supplement their budgets without prior approval of the Principal and

President. Exceptions for in-kind

contributions may apply in

some circumstances. The solicitation of in-kind contributions must receive prior approval from the Office of Academy Advancement.

D.Procedures for Grant Applications andGrantAdministration:

1. The Office of Academy Advancement &

Alumni Affairs endeavors to collaborate whenever possible for the betterment of the

Academy, its students, alumni, faculty, and staff. Teachers are encouraged to seek grant opportunitieswithpriorconsultationof their

Department Chair. 2. The Department Chair should then submit a brief written proposal to the principal which includes the following: a clear description of need, how need relates to implementingelementsof EducationalPlan, and an estimated budget. 3. The Principal will review, and if in agreement, submit the proposal to the

President for final approval. 4. Approved proposals will then be directed to the Office of Academy Advancement &

Alumni Affairs for review by the for review by the Dir. of Academy Advancement 5. During this process, it will be determined if the proposal is viable and an appropriate fit in the context of the prospective funder ’ s interests. TheOfficeof AcademyAdvancement & Alumni Affairs is responsible for making the final recommendation as to whether or not to fully develop and submit the grant request to the identified prospect. The decision will be communicated to the

President,Principal,andDepartmentChair. 6. The Office of Academy Advancement &

Alumni Affairs is responsible for the timely completion and submission of the proposal and will work with the Principal,

Department Chair, and/or teacher to complete the proposal and/or application. 7. In cases where grant applications have been submitted, the Dir. of Academy

Advancement will keep the President,

Principal, and Department Chair informed of its status through the grant review and approval process. 8. In cases where a grant application has been approved, the Dir. of Academy

Advancement will review this decision at a meeting of the President’ s Cabinet. The relevant Department Chair will be required toattendthisportionof thecabinetmeeting.

All present will be provided copies of the

funder ’ swrittennotificationof thegrantand accompanying documentation. The funder ’ s requirements for accountability with respect to the grant will be reviewed at the meeting andspecificresponsibilitiesforaccountability will be assigned to the finance officer and department chair. 9. The Administration and President must approve all expenditures of grant monies, ensuring that such expenditures are fully consistent with the requirements of the grant. 10.Grant money must always be utilized only forthepurposestatedintheapplicationand withintheguidelinesprovidedbythefunder.

Theonlyexceptiontothisisif thefunderhas approved to the contrary. This approval

must be in writing. 11.The Dir. of Academy Advancement is responsibleforensuringthatalldocumentation related to the grant is maintained on file in the Office of Academy Advancement &

Alumni Affairs. The Finance Department must provide the Office of Academy

Advancement & Alumni Affairs with a copy of expenditures or a report detailing such expenses in order to complete the grant application file. 12.The Dir. of Academy Advancement will coordinate all correspondence with the funder and, along with the President,

Principal, and Department Chair, will conduct all stewardship and reporting activities to the funder.