Children’s Kiva Montessori School
This policy sets forth guidelines and direction related to fundraising for Children’s Kiva Montessori School.
Although Children’s Kiva Montessori School (“E/M S”) does not typically engage directly in fundraising, it may do so on certain occasions in order to help advance the School’s mission. The School encourages the contributions of gracious donors who have the resources and the inclination to make donations for the benefit of the School and its students. This policy establishes guidelines and standards for the School’s acceptance of donations and gifts as well as for when the School engages in or sponsors fundraising activities.
Donations and Gifts
The School may not transfer or expend donated property in a manner contrary to donor restrictions imposed as a condition of making the donation. The Head of School (HOS) is responsible for ensuring that donor restrictions of accepted donations are complied with and that compliance can be verified. The HOS will ensure that charitable donation receipts are provided to donors as necessary.
The HOS must approve voluntary donations from private individual or organization in excess of $1,000 and any donation involving donor restrictions prior to accepting the donation. The Board of Directors must approve any voluntary donations from private individual or organization in excess of $10,000. The School may not accept donations with the condition that the donation provide direct benefit to specific School employees, students, vendors, or name brand goods or services, or political affiliation.
If advertising or other services are offered to a donor in exchange for a donation or gift, the School will objectively value the donation or gift in order to ensure the School receives at least fair value.
The HOS must ensure that any applicable fiscal policies of the School are complied with in connection with donations. The School will comply with other applicable laws and regulations, including but not limited to procurement requirements, rules related to construction of improvements, IRS regulations, and Title IX requirements.
Fundraising is defined as an organized effort to solicit individuals, businesses or foundations for money or in-kind gifts to be given directly to the School.
For the purposes of this policy, “school sponsored” means activities that are expressly authorized by the HOS or Board of Directors that support the School or authorized curricular clubs, activities, sports, classes, or programs that are themselves school sponsored. School- sponsored activities must be managed or supervised by School employees. Activities sponsored by the School’s parent organization are not school-sponsored activities, but the parent organization may be involved in and provided assistance in connection with school-sponsored activities.
The Fundraising Committee shall consist of: the E/M S Head of School, the Children’s House Director, Finance Director, representatives of both E/M S and CH Boards, and community members as appointed.
Fundraising Committee Responsibilities:
1. Develop an annual and multi-year fundraising plans that will generate the funds needed to meet the non-public and non-grant fundraising goal.
2. Coordinate the implementation of the fundraising plan with fundraising efforts by staff, parents, and other volunteers.
3. Develop the necessary sub-committee systems to successfully carry out the fundraising events and activities that are part of the annual fundraising plan; supervise the functions of the sub-committees
4. Develop a plan for involving all Board members in the non-grant resource development activities of the school.
5. Arrange for Board training on development issues, as needed.
6. Create specific measurable board-level goals for the year as part of the full board planning process.
7. Report to the Board of Directors of the School at regular meetings of the Board in a manner determined by the Board.
8. Annually evaluate its work as a committee and the objectives it has committed itself to and report on same to the Board of Directors.
9. Establish perimeters regarding the retention of fundraising proceeds at the discretion of the committee in order to secure start up costs for future fundraisers.
The following guidelines must be followed in connection with School fundraising:
Approved by the BOD on 09/19/2016