A Guide to Giving

GIVING AT WINDWARD SCHOOL

A dynamic education.

A nurturing community.

11350 Palms Boulevard Los Angeles, California 90066 www.windwardschool.org

T

hroughout Windward School’s history, its tightknit community has been directly responsible for ensuring that Windward has the resources it needs to continue providing a cutting-edge education to students today, while planning the evolutionary steps that will result in an even stronger school tomorrow.

Your volunteerism and philanthropy forge a partnership with your fellow families and the School. This guide is designed to share opportunities for you to get involved in your child’s education.

FINANCIAL AID

RESEARCH AND

PROGRAM

Our Top Priority Tax-deductible gifts to the Windward Fund support current operations of the School during the fiscal year the gift is received. Gifts immediately benefit our community by providing substantial funding for the operating budget, which includes Program Enhancements, Research and Development, and Financial Aid. Strong support of the Windward Fund allows us to keep tuition among the lowest of secondary independent schools in Los Angeles by covering the gap between tuition and the actual cost of educating each student, the Windward way.

ENHANCEMENTS •E ach department is given state of the art equipment, tools, and resources necessary to provide Windward students with a thorough, dynamic education.

•S upporting everything from technology needs to training equipment, set pieces for plays and musicals, to scholarly archive access, every student and member of the faculty and staff benefits from program enhancements every day.

DEVELOPMENT

•P artnerships with prominent universities ensure that Windward stays on the cutting edge of education and remains innovative in our programs and curriculum.

•E ncouraging and supporting the life-long learning of our faculty and staff enables them to attend professional workshops and conferences where they forge relationships with others in their field and enhance their expertise.

•A ccess and inclusion have always been central to Windward’s identity.

•A robust Financial Aid program is critical to ensuring economic diversity and attracting talented students from myriad backgrounds.

•$ 2.3 million is dedicated to Financial Aid for the 2016-17 academic year.

P H I LA N T H R O P I C G E N E R O S I T Y

Why is the important?

At Windward, the funds raised for the Windward Fund are indispensable to the institution, advancing every aspect of school life. They are the source of the enhancements that place our School at the forefront of secondary institutions in the country. From Financial Aid to faculty development, history to chemistry, athletics and the arts, our School simply would not be the same without the Windward Fund.

Fundraising Financial Aid

Instructional

10%

2016-17

65%

EXPENSES

8%

Plant

8%

2016-17

12% 5%

92%

REVENUE

General and Admin

Debt Tuition

A strong Windward Fund ensures that our programs, tuition assistance, and commitment to faculty research and development will not be affected by the need to make capital improvements.

The National Association of Independent Schools (NAIS) says it best:

You enrolled your child in an independent school because you were attracted to the excellent faculty and the small class sizes.

You found excellence, and your gifts allow you to help sustain it.

GIVING LEVELS & RECOGNITION

...is Our Goal!

$50,000+

FOUNDER

$25,000-$49,999

HEAD OF SCHOOL

Since every student benefits from the Windward Fund, every family is expected to support this important school-wide effort each year by giving to the best of their ability within the 100 days time frame.

$15,000-$24,999

VISIONARY

$10,000-$14,999

LEADERSHIP

$5,000-$9,999

BENEFACTOR

$2,500-$4,999

PARTNER

UP TO $2,499

DONOR

Supporters who give at or above the Leadership level will be invited to take an insider’s look at the academic year ahead at the Leadership Appreciation Dinner in February. Benefactor level supporters will be invited to a March cocktail party in appreciation of their support.

How Do I MAKE A GIFT? Every member of the Windward community is asked to make Windward a top philanthropic priority by making a tax-deductible gift or pledge to the Windward Fund within the 100 days campaign. This year’s campaign will run from September to December 2016. After receiving a solicitation letter in the mail, we hope that you will make a meaningful gift or pledge using one of the following options:

CASH/CREDIT

Visit www.windwardschool.org/give to make a credit card gift. Online you will have the option to give at a frequency (monthly or quarterly) that is most convenient for you. If you prefer to mail in a check, please address it to: Windward School Office of Advancement 11350 Palms Boulevard Los Angeles, CA 90066

PLEDGE

Let us know that you are planning to make a gift later in the year by filling out our online pledge form at www.windwardschool.org/pledge.

We request that all pledges be paid in full by May 1, 2017.

SECURITIES

A gift to Windward of appreciated securities entitles the donor to a charitable deduction for its full current market value, without paying the capital gains tax on the appreciation. Visit www.windwardschool.org/waystogive to view our stock transfer instructions and fill out our appreciated securities gift form.

MATCHING GIFTS

Gift matching is a way to increase the value of your own charitable gift through your employer.

To find out if your company has a matching gift policy, you may use our online search tool at www.windwardschool.org/waystogive

WINDWARD FUND CONTACT Maureen Takahashi, Director of Windward Fund and Parent Relations, mtakahashi@windwardschool.org or (213) 261-2086

BEYOND the Windward Fund The campus and programs we enjoy today are the result of commitments of those who came before us. Today’s parents are, in turn, responsible for ensuring a strong future for the next generation of Windwardians.

SPRING EVENT

Each year, the Parent Guild presents Windward’s Spring Event, a fundraiser and community builder, that includes auctions and benefits Research and Development and Financial Aid programs. Please save the date of Saturday, April 29, 2017, for this year’s event.

SPRING EVENT CONTACT Lindsay Knaub, Director of Development and Special Events, lknaub@windwardschool.org or (424) 289-1050

PLANNED GIVING

The Bridge Circle honors those who desire to leave a lasting legacy and have included Windward in their estate plans.

For more details on the tax advantages of estate planning, please visit www.windwardschool.org/plannedgiving PLANNED GIVING CONTACT Dawn Barrett, Director of Institutional Advancement and Operations, dbarrett@windwardschool.org or (424) 289-1015

MAJOR GIFTS & CAPITAL CAMPAIGN

Major Gifts and Capital Campaign commitments are large contributions used to make significant improvements and additions to facilities and programs.

Windward is deeply grateful to those with the ability to give and commitment to philanthropy, who can step forward and set an example of generosity for the entire community.

MAJOR GIFTS & CAPITAL CAMPAIGN CONTACT Casey Kim, Associate Director of Advancement, ckim@windwardschool.org or (213) 261-2087

The Gift of TIME & TALENT Parent participation in school life has been a cornerstone of the Windward experience since the School’s founding in 1971. With your time and talent there are many ways to make a difference in support of Windward’s students and ensure the future growth of our learning community.

THE PARENT GUILD

Windward parents are automatically members of the Parent Guild. The Parent Guild’s volunteer programs strengthen the Windward community, enriching the social, cultural, educational, and fundraising activities of the School. Please plan to attend the first on campus meeting of the year on Tuesday, September 20, 2016, at 8:15 a.m.

PARENT GUILD CONTACT Chris Smale, Parent Guild President, PGPresident@windwardschool.org

ADVANCEMENT

Advancement volunteers work with fellow parents to secure philanthropic support for the School and help educate the parent body about the School’s exciting programs and initiatives.

ADVANCEMENT VOLUNTEER CONTACT Maureen Takahashi, Director of Windward Fund and Parent Relations, mtakahashi@windwardschool.org or (213) 261-2086

THE WINDWARD NETWORK

The Windward Network leverages the collective wisdom and social networking of the Windward community to open doors, facilitate mentorships, and enhance the careers of all our Windwardians.

WINDWARD NETWORK CONTACT Jeff Gilder ’08, Director of Alumni Relations, jgilder@windwardschool.org or (424) 289-1047