Donor Impact Report
“As the world paused and the pandemic gripped the nation, your support never wavered. For that, I am most grateful. It truly takes an entire community of alumni, families, friends, faculty, and staff to make our mission work.” — Anthony I. Day President, Loyola Blakefield
Message from our President Dear Friends, I am excited to share the many ways your generosity has fueled the incredible experience that Loyola Blakefield delivers to young men. Centered on Ignatian ideals, a Loyola education provides opportunities for students to pursue their intellectual ambitions while diving deep into a community that offers a wide range of co-curricular activities, service programming, and spiritual growth. While focused on the results of our 2019–20 fiscal year, this Donor Impact Report also speaks to the broader role that philanthropic support plays here at Loyola. Your generosity ignites an education of the mind, heart, and spirit – one that inspires a lifelong commitment to service and justice. As we look back on the 2019–20 school year, your support played a leading role in propelling our Dons to extraordinary heights. As the pandemic unfolded and closed schools across the nation, we remained committed to delivering an experience worthy of the promise to our families – to care for the needs of every student, no matter the obstacles placed before us. As the world paused and the pandemic gripped the nation, your support never wavered. For that, I am most grateful. It truly takes an entire community of alumni, families, friends, faculty, and staff to make our mission work. Thanks for being a part of the Loyola family and for the investment you make in the formation of our Dons. AMDG,
Anthony Day President 2 0 2 0 D O N O R I M PA C T R E P O R T
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2019–2020 Giving Results
$8.7 $2.3
Million illion M TOTAL GIFTS GIFTS TOTAL
Million
LOYOLA FUND
$2.3 Million ENDOWMENT
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LOYOL A BL AKEFIELD
$4.1 Million
CAPITAL PROJECTS
Participation 100%
OF BOARD OF TRUSTEES
1,173
ALUMNI DONORS
2,413 DONORS
41%
Oldest Donor CLASS OF
369
PRESIDENT’S CLUB DONORS
92%
OF FACULTY/STAFF
OF LOYOLA FAMILIES
1944 Youngest Donor CLASS OF
2026
COVID-19 Support We are grateful to those benefactors whose financial support enabled us to provide financial assistance to families directly impacted by the COVID-19 pandemic. Their generous support, under harsh economic conditions, delivered tremendous relief to families. Thanks to all those who stepped forward to answer the call.
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Endowment Loyola Blakefield’s endowment is fundamental to our community’s ability to plan for and sustain our school’s future. It provides a steady and significant source of income to support our most critical needs including resources that directly contribute to financial aid and scholarships for our Dons. Endowed funds at Loyola are established through charitable gifts from benefactors that are then prudently invested by the school and guided by both the Finance Committee and Investment Committee of the Board of Trustees in order to later withdraw a portion of the gains and income from invested capital. We are very grateful for our alumni, families, and friends who have invested in our endowment over the years. This allows Loyola to continue fulfilling its mission of forming young men to serve with and for others by providing an unrivaled Catholic, Jesuit education – one which is affordable and accessible to the area’s best and brightest young men.
“A Loyola education – which includes education of ‘the whole person’ – is invaluable. At Loyola, our sons learned not only important and challenging academic lessons, but also learned the importance of service, persistence, resilience, and fun. As proud parents of two alums, we maintain our support of the endowment both so that Loyola can continue to provide the very highest quality education to our Dons, and so that a Loyola education can remain accessible to students of varying backgrounds and financial means.” — Sharon and John Stanton (Sean ’13 and Colin ’16) 4
LOYOL A BL AKEFIELD
FY20 Stats • Current endowed funds established at Loyola specifically support student scholarships, professional development, and curriculum development • As of FY20, 90+ individual funds contribute to our endowment (95% of these funds are directed to support student scholarships). • 130 are students supported by endowed scholarship funds. • 24 funds have been established in honor of alumni classes (1953, 1954, 1956, 1957, 1958, 1959, 1960, 1961, 1962, 1963, 1964, 1965, 1969, 1971, 1972, 1978, 1980, 1981, 1982, 1983, 1986, 1987, 1988, 1990). • More than 65% of our families apply and receive some form of financial assistance to attend Loyola Blakefield. Our average financial award is $7,000. • More than 600 donors contributed to endowment funds in FY20. • Loyola’s current endowment is over $40 million with 70% of these funds restricted for endowed scholarships.
LOYOLA INVESTMENT FUND GROWTH AND NET CASH FLOWS SINCE INCEPTION
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Greater Glory Scholarship Program Loyola Blakefield’s Greater Glory Scholarship Program provides an opportunity for benefactors to fund a student’s education for their four to seven years at Loyola. These scholarships ensure a student will receive an exceptional education preparing him for a life of service to others, leadership, and personal growth.
In FY20 Greater Glory Scholarship Benefactors contributed over
$350K in support of 40 students
“As a family, we have always felt strongly about giving back to various organizations and communities. We believe there is no better way to teach this sentiment to the next generation than by example. Our participation in the Greater Glory Scholarship Program not only gives us the opportunity to help enrich the life of a young man at Loyola, but to also enrich the Loyola community as a whole.” — Ronda and Matthew Kunkel (William ’23 and Charlie ’25)
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LOYOL A BL AKEFIELD
Leadership Giving LEADERSHIP DONOR GROWTH 400 350 LEADERSHIP DONORS
We are grateful to all benefactors who choose to invest in Loyola Blakefield and give of their time, talent, and treasure to further advance our Catholic, Jesuit mission. We are excited to share that Leadership Giving in our community (cumulative gifts of $1,500 or more annually) has increased by an astounding 50% from 2016 to 2020.
354
369
300 250 200
280
286
FY17
FY18
243
150 100 50 0
FY16
FY19
FY20
“We are thrilled to be a part of such a special community in Loyola Blakefield and are excited at opportunities to give back to an organization that is committed to developing Men for Others. Giving is a small way that we can support an organization that has done so much for our family. We are happy to see all of the alumni and parent support which is key in ensuring Blakefield’s growth and ability to help others in the future.” — Caitlin and Alex Gibson ’96, (Owen ’26) 2 0 2 0 D O N O R I M PA C T R E P O R T
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Rev. James F. Salmon, S.J. Award Introduced in 2018 and named in honor of former Loyola President Fr. James Salmon, S.J., this award recognizes an individual or family within the Loyola Blakefield Community who, through their generosity, has made a tremendous impact on our school. As an institution that relies so heavily upon the commitment of our proud benefactors, we believe it is important to recognize those who have made an extraordinary impact on our mission.
2018 Honorees
Lisa & Bill ‘78 Stromberg P ’09, ‘11
Suzie & Joe Sullivan P ’01, ’04, ‘06
The inaugural James F. Salmon, S.J. Award was presented to the Co-chairs of Ignite: The Campaign for Loyola Blakefield – Lisa & Bill ‘78 Stromberg P ‘09, ‘11 and Suzie & Joe Sullivan P ’01, ’04, ’06. Ignite was a huge milestone for the school and the most successful fundraising campaign in Loyola’s history thanks to their leadership and dedication to our community and our students. They committed themselves to seeing the campaign to fruition, and both families have been so generous with their time, talents, and treasure over the years, making an extraordinary impact on the lives of so many Dons. 8
LOYOL A BL AKEFIELD
2019 Honorees
The Julio Family – Anne & Carl Julio, Nancy & Lawrence ‘80 Julio P ‘10, Bradley Julio ‘10 In addition to his extensive service on our Board of Trustees and leadership roles on multiple capital projects, Lawrence Julio ’80 is one of Loyola’s most committed and generous benefactors. Further, the Julio Family legacy is preserved at Loyola Blakefield through the Carl T. Julio Endowed Scholarship Fund. Their family’s dedication also extends to Brad ‘10 and his mother, Nancy, for her devotion to Loyola and the many ways she has enriched our school community. The Julio Family’s generosity will impact young men for generations to come for which Loyola is most grateful. 2 0 2 0 D O N O R I M PA C T R E P O R T
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Ignite & Innovative Learning Center In the wake of our largest fundraising campaign in school history, we officially broke ground on our new Innovative Learning Center during a special Groundbreaking & Blessing Ceremony on November 6, 2019, as students, faculty, staff, and many other members of our community were on hand to witness the historic day. To echo President Day’s remarks from the ceremony, “More than breaking ground on a new building, we are cultivating something magnificent, a future in education that is beyond our imaginations – one that will inspire generations of young men to lives of learning, of faith, and of service to others.” The excitement has continued throughout 2020 as we have watched the ILC come to life right before our eyes with construction crews excavating land, laying down pipes, and welding steel beams together. We are very pleased to announce that the building is still on track to open for the start of the 2021–22 academic year, despite any obstacles that the COVID-19 pandemic may have delivered. Thanks to all of the members of our community who helped turn this vision into a reality. The Innovative Learning Center will serve as the new home for grades 6–8 and include a Learning Commons for all grade levels. In addition to providing an ideal learning setting for Loyola’s youngest students, it will also unite the campus and provide greater collaboration among students and staff.
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LOYOL A BL AKEFIELD
“More than breaking ground on a new building, we are cultivating something magnificent, a future in education that is beyond our imaginations – one that will inspire generations of young men to lives of learning, of faith, and of service to others.” — Anthony Day
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Rev. Ferdinand Wheeler, S.J. Society The Ferdinand Wheeler, S.J. Society recognizes those benefactors who have made legacy commitments to Loyola Blakefield through their estate plans. Named after Father Ferdinand Wheeler, S.J., President of Loyola Blakefield from 1930 to 1936, the society honors those members of our community who make a bequest or other type of legacy gift that will help sustain Loyola’s future for years to come. These individuals and families demonstrate remarkable foresight and generosity ensuring their lasting mark on the Loyola community. We currently have more than 150 members and welcome your support through a variety of legacy giving options. Learn more about ways to give on our website at www.loyolablakefield.org/plannedgiving
TYPES OF LEGACY GIFTS Bequests & Gifts through Wills Gift Annuities Life Income Trusts Life Insurance Policies Securities & Retirement Assets
“Gratitude is the seed of charity. If institutions are to last and their missions to persevere, we who have benefited must aid those who succeed us. Traditional Jesuit education must continue to light the path forward. There is no easier and tax-free way to give to charity than to give a bequest directly from a tax-deferred retirement account. A gift from a retirement plan allows your gratitude to survive you in perpetuity. A gift to education has ripples that last forever.” — F. Patrick Hughes ’66
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LOYOL A BL AKEFIELD
Blue & Gold Gala We would like to extend our gratitude to all those who played a role in the success of Loyola Blakefield’s signature fundraising event – raising more than $347,000 (net) in support of our Dons and their Blakefield experience. Our 2020 Chairs – Aileen & Chad Eskildsen (Ryan ’21 and Patrick ’23) – were exceptional in their role, leading with passion and enthusiasm. Despite not being able to host the event on campus, our community rallied to ensure our Dons will continue to flourish regardless of circumstance.
“With so much uncertainty in the world right now, we are extremely grateful for the steady presence of the Loyola community in the lives of our two boys. From the strong peer connections, to the academic excellence and reinforcement of values in the classroom, Loyola Blakefield is an impressive institution that leaves a lasting impression on all students. The financial support from parents and the community will allow Loyola to go beyond the basics and prepare our Dons to be the resilient, strong, faithful leaders our world needs now and in the future.” — The Eskildsen Family Many thanks to our sponsors, volunteers, and contributors for their tremendous support of this year’s event. We are all united by a common cause – to invest in the formation of young men ensuring growth in their faith, learning the value of service to others, and embracing their roles as leaders in our global community. This year’s event also honored Father William “Bill” Watters, S.J. and his legacy as an ideal Ignatian educator: innovative, charitable, and committed to justice. A member of the Loyola faculty in the early 1970s, Fr. Watters’ work inspires us to continue the proud tradition of Jesuit education and dedicate ourselves to the service of those diminished by poverty and social injustice. In recognition of his outstanding contributions, Loyola made a gift to the Loyola Early Learning Center for scholarship support. To view his tribute video, please visit www.loyolablakefield.org/blueandgold. 2 0 2 0 D O N O R I M PA C T R E P O R T
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www.loyolablakefield.org/give