Strategic Newsletter Spring 2012

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A newsletter on Lovett’s Strategic Plan

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or the past four years, the Lovett community, led by the board of trustees and the faculty and staff, has

worked very hard to implement the goals of our strategic plan, Excellence in Learning, Character & Community. %H\RQG WKH LQYHVWPHQW RI VLJQLĂ€FDQW KXPDQ UHVRXUFHV

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WKH FRPPXQLW\¡V H[WHQVLYH ÀQDQFLDO VXSSRUW³ERWK DQQXDO DQG FDSLWDO³KDV EHHQ FULWLFDO WR RXU SURJUHVV The plan focuses on:

‡ 3URYLGLQJ XSGDWHG RSHUDWLRQDO SODQV WR LQFOXGH D JRYHUQDQFH SODQ D ÀQDQFLDO SODQ D PDVWHU FDPSXV plan, a technology plan, and a fundraising plan);

‡ 5HFRJQL]LQJ WKH JURZLQJ UROH DQG LPSRUWDQFH RI environmental sustainability and its compatibility with economic sustainability;

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‡ &RQVWDQWO\ LPSURYLQJ RXU DFDGHPLF SURJUDP The list of accomplishments in each of these areas

is long, and we look forward to the list growing as we continue to work toward being the best Lovett we can be.

For more details on our accomplishments in each of

these areas, please see the following pages.

Successes and Opportunities

SUMMARY OF ACCOMPLISHMENTS Governance Plan Improvements: • Have board become more strategic • Streamline board meetings • Change terms of service

Financial and Fundraising Plan Improvements: • Created a new and more flexible financial model The Portman Family Middle School,

• Established a permanent fund for major plant repair and replacement

which opened at the start of the

• Raised more than $58 million in facilities and endowment funds

Certified.

• Raised $2 million/year in Annual Fund and almost $1.5 million in

2009–10 school year, is LEED Gold

(28 new funds)

restricted annual gifts

• Increased emphasis on legacy giving (planned giving) • Expanded holiday and summer camp offerings

• Expanded after-school offerings for Lower School and Middle School students

• Increased financial aid budget Master Campus Plan Improvements: • Portman Family Middle School “The Portman Family

• Woodward Theater (Black Box)

Middle School has

• Bill Railey Field

both the physical and

• Rogers-Westmoreland Activity Center (new facility for scouting

provided us with

aesthetic space to do our part in

• Softball/Baseball Complex and other school activities)

accomplishing the mission of the

• Dining Hall: renovation and outside dining patio

us to foster thinking and creativity;

• Learning Studio

by being able to work at desks, at the

• Campus Lighting

the green roof; and to provide space

• Dance Studio

school. The Middle School enables

• Recording Studio

to vary our students’ environments

• Alston Memorial Chapel: new lighting and acoustics

lab tables in the science rooms, or on

• Photography Laboratory

and time for community building.”

• Fine Arts Offices

— M I C H E L L E M U R P H Y Middle School Science Department Head

• Applied Lessons Spaces

• Academic Resource Center: new facilities • Technical Theater: construction room • Noonan Technology Center

• Breakthrough Atlanta Offices • Administrative Offices (7)

• Lovett Parent Association and Friends of the Arts Offices Technology Plan Improvements: • Creation of 1:1 Student Laptop Program (grades 4–10) • Expansion of information technology staff • Piloting of iPad program

2

Environmental and Economic Sustainability

“I discovered Ecology

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Fall semester of my

and use of documents online)

freshman year. After

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hooked. My teacher directed me to the

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Ecology Club, where I found a

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like-minded group of people

of gallons of water and vast amounts of food

interested in creating a better

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relationship between the planet

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and its people. Through the club,

replaced with bulk dispensers

we have helped start a Terracycle

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and composting program, held

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three successful E-waste drives,

reduce use of plastic containers and utensils

and planned informative Earth

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Week activities. I hope to major

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in Environmental Studies and

renovated spaces and new vehicles

eventually become the director of

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sustainability at a corporation.

I never would have discovered this

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passion had I not been exposed to

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it at a school that emphasizes green initiatives.�

PDQXIDFWXUHG IURP XVHG 'LQLQJ +DOO RLO Strengthening Lovett’s Culture of Respect and Honor

— /$85(1 )250,&$ ¡

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‡ 5HYLVHG FRPSRVLWLRQ RI WKH KRQRU FRXQFLO DQG PRYHG WR VWXGHQW HOHFWHG UDWKHU WKDQ IDFXOW\ VHOHFWHG UHSUHVHQWDWLYHV “The Service Board

to the honor council

opened my eyes to all

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the opportunity present

in the character pledge) and have intentionally incorporated that

in our community,

language into conversations with students both in and out of the

country, and world. It made me

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want to serve in different ways, and

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also inspire others to get involved,

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as well.�

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Successes and Opportunities

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More than 200 Lovett students,

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teachers, and parents participated in

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the Martin Luther King, Jr. Day

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March in January 2012.

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Lovett implemented four

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Walk to School/Carpool days during

& Community is designed to make notable improvements in areas that

the 2011â&#x20AC;&#x201C;12 school year.

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Honoring or Memorializing Someone Special with a Gift to Lovett Many factors contribute to the excellence found at an independent school, but perhaps what most sets Lovett apart from others is the excellence found in its faculty, staff, students, parents, and alumni—who are all dedicated to making Lovett the best school it can be. One way to pay tribute to this excellence is by honoring or memorializing someone special with a gift to Excellence in Learning, Character & Community.

T he A nne B rAndAu

of alumni relations in 1985; she

was established to honor

“During the past 40 years,

F uenTes F inAnciAl A id F und

continues in that role now.

Fuentes, a valued member of

Anne has been a great friend,

Lovett’s faculty. The Fund was

as well as a teacher, for Debbie,

generosity of Debbie and Tom

well as thousands of other Lovett

made possible through the

me, and our three children, as

Avery, both members of Lovett’s

grads,” said Tom. “We want to

class of 1971. Debbie and Tom’s

honor her while making sure that

graduates — Maggie ’96, Tommy

option for all socioeconomic

three children are also Lovett ’97, and Rachel ’04.

The first purpose of

The Anne Brandau Fuentes

Financial Aid Fund is to help stimulate socioeconomic

diversity at Lovett by helping students, whose families

could not otherwise afford a

Lovett remains a viable financial

Anne Brandau Fuentes —

levels of Atlanta families.”

Another Lovett legend,

A Lovett Legend!

Bill Railey, coached football at

in 1969 as a teacher, but now serves

was head coach for 22 of those

Fuentes started working at Lovett

as the Director of Alumni Relations.

Lovett for 30 years (1986–2006), years, and had a career record of 200 wins and 73 losses. Lovett

Lovett experience, to attend

school. Secondly, this gift and endowment fund is designed to honor a Lovett legend.

Since 1969, Fuentes has taught religion, Latin, German,

and history. She served as a

cheerleading sponsor and tennis coach, and became the director Alumni Scott Taylor ’84 and

John O. Knox ’88, shown here with Coach Railey, during the Bill Railey Field dedication ceremony in October 2011

5

Honoring or Memorializing Someone Special

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commitment from Jeff and

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have one Lovett graduate,

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current student and member of

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the class of 2022.

â&#x20AC;&#x2122;13 and Tyler â&#x20AC;&#x2122;20.

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a genuine warmth and love

multiple sports at Lovett. B ILL

designed to support the strong

toward each and every student,

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tradition of exceptional teaching

which made every child feel

lighted facility that is primarily

at Lovett by rewarding excellent

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used for JV football, soccer, and

instructors, thereby retaining

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lacrosse, and serves as a backup

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would like to highlight these

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further many of the goals of

attributes by honoring members

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of the Lovett faculty who also

the classroom, Lovettâ&#x20AC;&#x2122;s faculty

enthusiastically supports: the

demonstrate true love and

plays an important role in

pursuit of excellence, lifelong

dedication, both to their teaching

Excellence in Learning, Character

learning, creative thought and

and to the students they touch

& Community. T HE S TEPHEN

instruction, and development of

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A WARD

the whole child.

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FOR

E XCELLENCE

IN

T EACHING F UND is designated

Louise was an alumna of

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F ACULTY E NRICHMENT F UND was

parent of

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created to honor a third grade

two Lovett

possible through a generous

teacher who began teaching at

alumni:

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possible through a very generous

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Fundraising Results: February 10, 2012

$70 million

develop, and retain the best faculty and staff possible. ,Q ZKHQ WKLV

$60 million

Total Commitments to Date: $58,067,601

endowment was established, /RXLVH ZDV EDWWOLQJ FDQFHU D Ă&#x20AC;JKW that she, unfortunately, did not

$50 million

ZLQ +HU QDPH KRZHYHU ZLOO EH honored in perpetuity through

$40 million

WKLV )DFXOW\ (QULFKPHQW )XQG 7KH /RYHWW 6FKRRO LV JUDWHIXO for all its gifts, but especially

$30 million

so for gifts, such as these, that SD\ WULEXWH WR VSHFLDO SHRSOH ,I

$20 million

you would like to know more about how to establish such a WULEXWH SOHDVH FRQWDFW &KLHI

$10 million

$GYDQFHPHQW 2IĂ&#x20AC;FHU $QG\ 6SHQFHU DW H[W 0 Unrestricted/Facilities Commitments $42,021,030

RU DVSHQFHU#ORYHWW RUJ RU Endowment Commitments $16,046,573

By 12/31/12 Total Commitments $70,000,000 (Combined Goal for Endowment & Unrestricted/Facilities)

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Capital Fundraising Committees The Lovett School Legacy Society Committee

Your gift to the Lovett Legacy Society will be used to embrace Mrs. Eva Edwards Lovett’s founding vision of a progressive education, one grounded in lifelong learning, moral character, and community involvement.

Become a Charter Member of The Lovett School Legacy Society Join prior to December 31, 2012

T

he Lovett School Legacy Society is a group of donors who

have included Lovett in their wills or other estate plans. Their

gifts provide essential financial support for the school’s future.

As is the case at many independent schools, tuition only covers

approximately 80 percent of Lovett’s total annual operating costs.

Annual giving and funds from the endowment (which often include planned gifts) help to make up the difference.

Legacy giving, or planned giving, allows donors to “leave a

legacy.” It allows donors to have an impact on a favorite cause, such as Lovett, beyond their lifetime. It allows donors to make larger gifts than might otherwise be possible. And it may also

allow donors to increase their retirement incomes and receive tax advantages.

Common types of planned gifts include:

• Bequests (gifts made through your will or living trust); • Charitable gift annuities; • Insurance policies;

• Gifts of retirement plan assets after your lifetime; • Charitable lead trusts;

• Charitable remainder trusts; and • Certain real estate gifts.

Please join today as a Charter Member of the Lovett Legacy

Society and help Lovett reach its goal of 200 new Legacy members by the end of 2012! Visit www.lovett.org/legacygiving for more information or contact:

Andy Spencer, (404) 262-3032, ext. 1255, aspencer@lovett.org Brian Scales, (404) 262-3032, ext. 1249, bscales@lovett.org

Taylor Butkus, (404) 262-3032, ext. 1354, tbutkus@lovett.org. n

Bailey Izard ’81, Chair Tom Reynolds, Vice Chair Duncan Beard Nancy Sterne Bowden ’74 David Fosgate ’92 Geoff Friedman ’87 Jackson Hill Rob Jordan ’87 Philip Millians ’79 Bet Pope ’79 John Pope ’86 Ruth Russ ’84 John Stephenson ’93 Woody Vaughan ’86 Thad Warren ’82 Campaign Executive Committee

Clay Jackson ’77, Co-chair Hampton Morris ’69, Co-chair Charlie Arp ’62 Kimberly Blass Freddy Goldenberg Gregg Goldenberg John Holder ’73 Bailey Izard ’81 David Kahn ’81 Amy Kreisler ’88 Knox Massey Ed McCrady Billy Peebles Art Rollins ’77 Brian Scales Andy Spencer Major Gifts Committee

Freddy and Gregg Goldenberg, Chairs Laura and Billy Cohen Nan and Ed Easterlin Sarah and Reid ’89 French Jaci and Owen Hardy Meg Heyer Felicia and Billy Huger Andrea and Gordon ’88 Jones Gina and David Marshall Kacey ’91 and Whit ’91 Marshall Ed McCrady John McIntyre Emily and Mike ’83 McIntyre Chris and Jeff Montgomery Kim and Clay ’90 Nalley Bet Pope ’79 7 Anna and Craig Savage

Excellence A newsletter on Lovett’s Strategic Plan

Nonprofit Organization U.S. Postage

PAID

Atlanta, Ga Permit No. 1443

The Lovett School 4075 Paces Ferry Road, N.W. Atlanta, Georgia 30327-3009 www.lovett.org

Address Service Requested

What does Lovett Excellence mean to you?

Wright Mitchell ’88

Ruth Russ ’84

Bill Fox

Class representative and

Parent; class representative; past president,

Trustee emeritus;

member, Lovett Alumni

Lovett Alumni Executive Board; and

university educator

Executive Board

member, Lovett Legacy Society Committee

and administrator, Emory University

“I had an outstanding experience at

“As a Lovett parent

“The Lovett School pays more attention

and Dick Hall instilled in me a love of

the benefit of watching

student than any school I have ever

Lovett. Educators such as Anne Fuentes history that persists to this day. I also had an excellent experience on the athletic

and alumna, I’ve had

the school evolve over

20 years. Mrs. Lovett’s

field under the tutelage of coaches like

goal of educating the ‘whole child’

Charles Oakley. So while excellence can

civilization still holds true today, but in

Bill Conley, Bill Railey, Jim Glaser, and

mean many things to many people, when I think of ‘excellence’ at Lovett, I think

of all of the people who influenced me

during my 14 years there. I continue to rely on their lessons on a daily basis,

which is why I make it a point to support the school in whatever manner I can. It is

simply a way I can give a little back to the institution that taught me so much about excelling in life.”

to meet the challenges of a changing

ways she never imagined. Technology, single-gender classes, student and

faculty research, service learning, and the global breadth of the students’

studies are fully integrated into today’s

curriculum. Lovett continues to improve itself as it prepares and encourages its

students to meet not just college, but the world, head-on.”

to the development of all facets of a

seen. Character development, expansion of the imagination, introduction to

various athletic or recreational interests, proficiency in analytical thinking and reasoning skills, and global interest

and compassion are all covered. The faculty are accessible and willing to

help students find that which will give their lives meaning and fulfillment.

The administration sets the tone with

compassionate and caring leadership,

but, at the same time, establishes clear expectations. The Lovett School is

never satisfied with the excellence it has attained, however, and continuously strives to reach even higher levels of goodness and greatness.”