A Parent's Guide to Giving & Getting Involved

A PARENT’S GUIDE TO

Giving

AND GETTING

Involved

www.rosaryacademy.org/give

Head of School Dear Rosary Academy Parents,

Table of

Contents

Welcome from Head of School 2 Support Rosary 3 Annual Giving 3 Major Gifts & more

4 Fundraising Events 5 Cracked Crab 5 Red Wine & Gold 6 Royal Golf Classic 7 Parent Council 9 Parent Council Leadership 9 Volunteer Opportunities 10 Ways to Give 11 FAQ’s 13

With your support last year, the Rosary community celebrated many successes! We had record attendance and hit our fundraising goals at Cracked Crab and Red Wine & Gold. We also raised over $285,000 to support tuition assistance, incoming student scholarships, employee professional development, enhancements, student programming, and much more! We sincerely appreciate the time, talent, and treasure from our parents.

Your investment allows Rosary to thrive and excel because of the generosity of supporters who embrace Rosary’s mission: As a college preparatory diocesan Catholic high school, Rosary Academy empowers the mind, body, and spirit of each young woman in a transformative educational experience. Guided by the Blessed Mother, Rosary Academy embraces and challenges its students with an innovative instructional curriculum to achieve academic success and ignite the call to serve the dear neighbor.

Each and every gift makes a direct impact on every young woman to ensure we are providing a transformative and innovative learning environment rooted in faith. Gifts are essential in continuing the exceptional educational experience our Royals receive, and they support our distinctiveness – Center 4 Learning (C4L), small classes, the new Enrichment & Wellness initiatives, project-based learning, and junior class mentor program (G.I.R.L – Guiding & Inspiring Royal Leaders), and a vast amount in between.

Every gift, no matter the size, makes a difference. Every minute of your time given makes a difference.

Your participation and partnership ensure our Rosary Royals continue to receive an extraordinary, all-girls, Catholic education in a time when young women need it most.

Every gift, no matter the size, makes a difference.

Every minute of your time given makes a difference.

God bless you,

Shawna L. Pautsch Head of School 1

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MATCHING GIFTS

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Endowment principal is untouched, however, a percentage of its investment return supports critical funds. Endowments may be named after your daughter, family, or in memory of a loved one.

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your company’s website. The impact of your gift may be doubled or possibly tripled! Some companies match gifts made by retirees and/or ic no l iti nc hm el ce lo g on ent & W y En han Assista spouses.

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CAPITAL CAMPAIGN

As Rosary continues to grow, the Head of School and Consultative School Board are focused on enhancing and transforming the school’s campus and facilities. Capital funds support major projects like new campus construction and renovations.

These gifts are significantly larger than annual fund contributions and may be pledges paid over a multi-year period.

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MAJOR GIFTS

Major gifts help us fulfill strategic initiatives that fall outside of a capital campaign and may support the annual fund. Donations, in addition to fundraising events, are donor-directed and designed around specific goals and values.

Many employers sponsor matching gift programs and will match charitable contributions made by their employees. If your company matches, you may be able to access the forms directly through 3

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SUPPORT

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Financial

Your decision to make Rosary Academy your philanthropic priority, while your daughter is a Royal, directly impacts her experience. Gifts to The Rosary Fund range from $5 to $5,000.

No gift is too small and every gift counts!

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The Rosary Fund is Rosary Academy’s annual giving program and most important philanthropic priority. Each fall, parents are asked to give to The Rosary Fund to support innovative and transformative curriculum, student services and programming, employee professional development and retention, technology and infrastructure enhancements, campus beautification, tuition assistance, and more!

GIVING LEVELS

Our Lady of the Rosary Society Sisters of St. Joseph Society Mother St. John Fontbonne Society Leadership Society ss pu a p Me s io n s B e a u t i fi c rit Grant Head v el o School Society a l D e of

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THE Rosary FUND

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Support ROSARY

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PLANNED GIVING

You may include a gift in your will or living trust, name Rosary Academy as a beneficiary of a life insurance policy or a retirement account (IRA, 401(k), 403(b), etc.), establish a charitable gift annuity, name Rosary as the beneficiary of a charitable remainder trust or charitable lead trust, or deed your home to Rosary Academy while retaining a life estate.

FOUNDATIONS & CORPORATE SUPPORT

The advancement team works with foundations and corporate donors to help achieve the strategic goals of Rosary through: • Identifying in-kind and targeted program requests for funding • Connecting foundation and business objectives with Rosary requests • Identifying foundation and corporate board members • Researching and identifying collaboration opportunities Rosary Academy

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Fundraising EVENTS Every year, Rosary Academy hosts fundraising events to build community while FUNraising! You have opportunities to volunteer, sponsor, attend, or all of the above!

FALL

Cracked Crab

WINTER SATURDAY, OCTOBER 13, 2018

This year, Rosary will host the 5:00 p.m. cocktails/6:30 p.m. dinner 39th annual Cracked Crab Karcher Center Dinner with proceeds Open to the entire community. benefiting the initial stages of redesigning the back entrance Must be 21+ to attend. & lunch area. The evening includes a cocktail reception Benefits: Redesign of back with silent auction followed by entrance & lunch area. a feast of crab, shrimp, clam chowder, bratwurst, potatoes, Athletic & Spirit programs benefit and more! After dinner, guests from drink & dessert booths. may enjoy dancing to The Reflexx! This is a popular Approximate funds raised event and seating is first2017-18: $32,000 come, first served, with an option to purchase a table.

UNDERWRITING OPPORTUNITIES

Reservations for clergy & faculty - 2 for $160 Entertainment - $1,000 Rentals - $1,000 Seafood - $5,000

Visit www.rosaryacademy.org/crackedcrab for more information.

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How to Get Involved

Red Wine & Gold

Attend the event!

Early bird ticket - $60 thru 10/5 Regular tickets - $80 starting 10/6 Reserved table of 10 - $800 Drink & Dessert tickets $5

This year, Rosary will host the 16th annual Red Wine & Gold. Rosary alumna Marquita Gyben ’75 and her husband Jack (daughters - Molly ’02 and Emily ’05) had a vision to create a wine event to bring the Rosary community together and support tuition assistance. This remarkable taste-of-style cocktail party brings the best wineries, breweries, and restaurants to campus!

Over the years, Red Wine & Gold has raised over $1,000,000 and has given opportunities to hundreds of Royals.

(support athletics and spirit programs)

Donate Auction Items Giveaways include: gift certificates to your business, getaway to your favorite resort, vacation home or timeshare stay, amusement park tickets, autographed memorabilia, or tickets to concerts, theatre, or sporting events.

Volunteer Auction solicitation, set-up, kitchen prep, registration, serving, clean-up, and more!

SATURDAY, JANUARY 19, 2019

6:30 p.m.

Karcher Center Open to the entire community.

Must be 21+ to attend.

Benefits: Tuition Assistance Approximate funds raised 2017-18: $180,000

2018-2019 Chair: Gigi Oskorus (Julia ‘20) jgjjesj@gmail.com Visit www.rosaryacademy.org/redwinegold for more information

How to Get Involved

Sponsor We offer a variety of sponsorship levels with opportunities for advertising your business and reserving a table.

Donate Auction Items Giveaways include: gift certificates to your business, getaway to your favorite resort, vacation home or timeshare stay, amusement park tickets, autographed memorabilia, or tickets to concerts, theatre, or sporting events.

Volunteer Sponsorship and auction solicitation, set-up, registration, clean-up, and more!

2018-2019 Chair: Carmen Esparza (Elly ‘21) carmelita67@icloud.com Rosary Academy

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Gala SPRING

Royal Golf Classic Rosary will host the 19th annual Royal Golf Classic this school year. This is the primary fundraiser that supports Rosary’s outstanding athletic program. Proceeds from the tournament provide necessary funds for new equipment, uniforms, travel expenses, staff training, and more!

MONDAY, MAY 6, 2019

Western Hills Country Club Open to the entire community.

Benefits: Athletic & Spirit programs Approximate funds raised 2017-18: $32,000

How to Get Involved

Sponsor We offer a variety of sponsorship levels with opportunities for advertising your business.

Every 5 years, Rosary hosts a fun and memorable gala that includes silent and live auctions, dinner, and dancing! This event gathers the entire Rosary community to raise necessary funds for the school.

The next gala will be hosted in 2020 and planning will begin in spring 2019.

Each team is responsible for donating auction baskets, drinks, and a giveaway.

Additionally, players and parents are asked to volunteer. Check with your team parent for more information.

2018-2019 Chairs: Kerry & Brent Boznanski (Bryn ‘20) kboznanski@aol.com or btboz@aol.com Visit www.rosaryacademy.org/royalgolfclassic for more information.

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Get Involved

We appreciate every parent’s ability to offer their time and talent in the daily life of our school.

Parent Council

Parent Council partners with Rosary Academy to facilitate communication, fundraising, and involvement throughout the community. Events and activities organized by Parent Council offer parents an opportunity to socialize and network with other Rosary families while supporting the school’s mission. Every parent is automatically a member of Parent Council and is welcome to volunteer for a committee, attend monthly meetings, and participate in events.

Leadership, liaison, and committee opportunities are available to all parents.

Positions include: President/Co-President, liaisons for admissions, athletics, campus ministry, volunteer management, and more!

2018-2019 Co-Presidents: Becky Alsworth (Melina ‘20) and Julie Sigenfuse (Sophie ‘20, Gianna ‘22)

Leadership • Co-Presidents • Secretary • Hospitality

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Liaisons • Admissions • Athletics • Campus Ministry • Volunteer Management

• Class Representatives • Red & Gold • Grad Night (in conjunction with

MORE WAYS TO Volunteer

Volunteering supports Rosary’s leadership and faculty and helps build a strong Royal family.

Committee Chairs Cracked Crab Red Wine & Gold Royal Golf Classic The Rosary Fund Committee This committee partners with the advancement team to educate the parent community about The Rosary Fund’s impact in providing an exceptional education for every student.

Committee members engage in various levels of outreach matched to their comfort level.

New Family Mentor New Family Mentors welcome incoming families by acquainting them with life at Rosary. Mentor families welcome our newest Rosary parents in spring & summer.

Dads for Daughters Current and future Rosary fathers meet quarterly to better understand, relate to, and engage with their daughters through continued learning, dialogue, and fellowship.

Contact Mike Marshall (Kate ‘19, Mary ‘22) for more information at mmarshall@venturafoods.com

Support Academic & Campus Life Spirit Wear Help with clothing sales at events on and off campus Red & Gold Supervision Supervise students during Red & Gold flex on campus.

Graduation Assist with greeting and directing graduating senior families Grad Night Assist with planning and supervising

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WAYS TO

Give

The Rosary Fund runs concurrent with the school’s fiscal year of July 1 to June 30. You may give at any time during the year; however, a gift or pledge early in the school year supports planning and helps build momentum.

ONLINE Gift at www.rosaryacademy.org/give.

We accept Visa, Mastercard, American Express, and Discover.

SEND A CHECK payable to Rosary Academy and mail or drop off at school –

Attn: Advancement Department 1340 N. Acacia Avenue, Fullerton, CA 92831.

MATCHING GIFTS

Many companies match employee gifts to non-profit organizations. For example, if a donor gives $5,000 to Rosary, a matching gift company will also give $5,000. Help leverage every dollar to support Rosary. Please check with your company for this option or let us know if we may assist you with the process.

APPRECIATED STOCKS & SECURITIES

Gifts of appreciated stock are a great way to give to Rosary and receive significant tax benefits.

If you wish to transfer stock or other securities, please contact the advancement team.

PLANNED GIVING

At Rosary, we have witnessed the countless ways in which individuals have changed the lives of our students with their generosity upon their passing. Your gift will be everlasting and ensure the future of an all-girls Catholic education at Rosary Academy. You may include a gift in your will or living trust, name Rosary Academy as a beneficiary of a life insurance policy or a retirement account (IRA, 401(k), 403(b), etc.), establish a charitable gift annuity, name Rosary as the beneficiary of a charitable remainder trust or charitable lead trust, or deed your home to Rosary Academy while retaining a life estate.

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FAQ

What does my annual fund gift support?

Your tax deductible, philanthropic gift to The Rosary Fund makes a direct and meaningful impact on every Rosary Royal.

Based upon area of interest, gifts may be directed to one of the following areas: a) Need: Gifts help fund the school’s most pressing, urgent needs and/or opportunities as defined by the Head of School, Consultative School Board, and Diocese of Orange. b) Community: Gifts fund recruitment and retention of expert teachers, staff, and administrators; professional development; financial aid and scholarships. c) Exceptional Student Services and Programming: Gifts fund new teachers for innovative curriculum like: new performing arts courses, science courses – Oceanography & learning labs; launch of Wellness & Enrichment initiative, and mentor programs like: Guiding & Inspiring Royal Leaders (G.I.R.L.), and Speak to Inspire. d) Environment: Gifts fund classrooms, Learning & Enrichment Center, Karcher Center, assembly hall, enhancing outdoor lighting, and the overall appearance of the school.

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Why is participation important?

Your donation is a vote of confidence in Rosary Academy’s students, faculty, staff, and mission.

We ask every family to participate, since it is the most significant philanthropic priority of the school.

High participation in annual giving programs is a benchmark used by foundations and outside funders when deciding which of the many worthwhile 13

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schools will receive their financial support.

Grandparents, alumnae, alumnae parents, and friends of the school also participate.

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Can you set tuition to cover all costs?

A key goal of our school is to keep tuition as low as possible, to provide access to as many families as possible. Also, your gift is completely tax deductible.

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How much should I give to the annual fund?

The school’s annual fund goal for 2018-2019 is $400,000. Our request is that you make Rosary Academy your primary philanthropic priority.

We sincerely ask that you contribute at a level meaningful to you and your family. Gifts range from under $100 to over $10,000.

5 When should I give to The Rosary Fund?

The Rosary Fund begins in September and ends on June 30. As your gift makes an immediate impact, we encourage you to give as early as possible. Gifts to The Rosary Fund provide “unrestricted” or flexible dollars for current use during the school year and are used to support areas of immediate need or opportunity determined by school leadership.

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How do I give now?

We accept a variety of ways to give: Check: Mail to Rosary Academy Attn: Advancement Department Online: Give one-time or monthly at: www.rosaryacademy.org/give Match: Many employers match part of all of employee charitable gifts Stock: Gifts of securities or stocks

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WE ARE GRATEFUL FOR YOU!

We are beyond grateful to all who choose to support Rosary’s mission by making our school a philanthropic priority. Your generosity helps us provide Royals with an outstanding and transformative faith-driven educational experience. Rosary Academy is a 501(c)(3), non-profit organization. All donations made to the school are tax deductible to the extent allowed by law. Please consult your tax advisor to determine the deductibility of your gift.

Tax ID: 95-2419408 Giving to Rosary Academy, whether in time or financial contributions, is imperative to thriving and growing.

Rosary owes our successes to the generosity of our family and friends that support the school’s mission.

We hope you take advantage of all the opportunities Rosary offers in a way that works for you.

1340 N. Acacia Avenue Fullerton, CA 92831 714.879.6302 www.rosaryacademy.org/give