| Notes |
Dallas Education
Foundation
Update to Board of Trustees – February 27, 2020
Dr. Pamela Lear, Chief of Staff
Mita Havlick, Executive Director of the Dallas Education Foundation
Dallas Education Foundation
Timeline
2
Started strong; however,
momentum not retained
Dallas Education
Foundation (DEF)
Established
MOU between Dallas ISD
and DEF signed (Jan)
501(c)(3) and State
exemptions reinstated (Apr)
Director hired (Sep)
Mission / Vision / Strategic
Initiatives clearly defined
Nurture / create donor
relationships
Develop brand
Fundraising
Aligned with District
Accelerating Dallas
ISD’s transformation
Measuring impact
Structures in place for
sustainability
2006 2006-2018 2019 2020 and beyond
MOU ensures:
§ DEF stays aligned with Dallas
ISD initiatives
§ Expectations monitored and
measured
Allows DEF to
operate as District’s
philanthropic
partner
DEF Director 30-day plan
Learn to navigate
internal systems
General onboarding
Understand internal
processes
Learn how to
effectively engage
Dallas ISD
departments
Meet with District
Departments
Understand the
responsibilities,
priorities, goals
Document any funding
opportunities
Develop
relationships with
donor partners
Texas Instruments
Foundation
Linebarger
AT&T Foundation
Attendees of
Superintendent’s Golf
Tournament
Start Creating DEF
Infrastructure
Attend training
Develop processes
Branding
Financial oversight
Document policies
Establish priorities
Expand board
3
DEF Board Members
Julie Bagley
Community Advocate
Former President, Junior League of Dallas
Chris Bhatti
Assistant Vice President, Development and Alumni
Relations – University of Texas, Dallas
Robert A. Estrada
Senior Managing Director and Chief Compliance Officer –
Estrada Hinojosa & Co.
Theresa Flores
Senior Manager, Public Affairs – Mary Kay Inc.
Dr. Michael Hinojosa
Superintendent of Schools – Dallas Independent School
District
James Keyes
Chairman –Wild Oats Marketing LLC
Manoj Kutty
Founder and Chief Executive Officer – Greenlight
Credentials
Leonor Marquez
CEO – Los Barrios Unidos Community Clinic Network
Lynn McBee
CEO –Young Women’s Prep Network
Regina Montoya
Chairperson – Regina T. Montoya, PLLC
Drexell Owusu
Senior Vice President, Education and Workforce – Dallas
Regional Chamber
Eric Reeves
Managing Director – High STEPS
John Scovell
Chairperson and Founder –Woodbine Development
Corporation
Jennifer Scripps
Director of Cultural Affairs – City of Dallas
Taylor Shead
Founder and CEO – STEMuli
Victor Vital
Partner – Barnes & Thornburg, LLP
Abigail Williams
Founder and Executive Director –
United to Learn 4
Outpouring of Community Support
5
5
DEF Disaster Relief Fund
Corporate partners who have donated or pledged >$20k: Texas Instruments,
Reliant, Toyota, Wells Fargo, PNC Bank, Santander Consumer, Atmos Energy,
Southwest Airlines, Central Market, Nexstar, Wells Fargo, Half Price Books,
BCBS-TX, Fossil, Civitas Capital
Private individuals and foundations contributors >$10k: Mark Cuban
Foundation, HP ISD, Lyda Hill Foundation, Howard Rachofsky, Ruth Mutch,
Hawn Foundation, Kim Dawson Agency, Bridget Russell, McDermott Foundation
>$3.2m received to date
6
District and DEF Responsibilities
7
District
Activities that are
directly related to
Dallas ISD programs,
initiatives or projects
DEF
Activities that are
related to fundraising,
donor development,
capacity building
Everything the Dallas Education Foundation does is
for the benefit of Dallas ISD
District-related Activities
8
State of the District
§ Assisted in event planning
§ Acquired event sponsors: Linebarger, Ketsali Hospitality, ATMOS, TI
Foundation = $45,000
§ Speaker at the event
MOU Adherence
§ Cost benefit analysis
§ MOU renewal
Disbursement
§ Disbursed ~$165,000 since December 2019
§ Meeting with campus leaders, EDs and Operations to identify needs
for tornado disaster relief
Creating potential donor opportunities with District
New TJ Library
Burnet Elementary
Downtown Montessori Campus
Career and Technical Education
Midtown Campus
City Lab and Downtown Campus
DEF-related Activities
9
Support
Attended training
• Board2Board
• ISD Foundation Executive
Director Bootcamp
Hired DEF administrator
Working with Dallas ISD:
• VPS
• Finance
• School Leadership
• Teaching and Learning
Infrastructure
Adopted new logo
Board president formed
committees for:
• Development of policies
• Board member nomination
• Communications
Implemented/developed
• Donor management
software
• Website presence
• Opportunities to donate
online
Submitted MOU renewal
Strategy
Building relationships with:
• Existing and potential
corporate and foundation
donor partners
• Community partners
• Other ISD foundation
directors
Held Board retreat to
develop Strategic Plan
• Sponsored by corporate
donor partner
• 15 of 17 board members
in attendance
• Documented outcomes
Capacity Building…
…While focused on fundraising
DEF Mission, Vision, Values
10
A galvanized community whose resources support the District’s transformative
work making Dallas ISD the preferred choice for families across North Texas
OUR VISION
Stewardship
Integrity
Equity
Collaboration
Transparency
Credibility
Sustainability
OUR VISION
To inspire community investment to accelerate student success
OUR MISSION
DEF Strategic Objectives
Support and help fund
District’s continued
transformative work
Identify, understand and
address resource gaps:
§ Current players in that space
and determine effectiveness
effort
§ Package solutions for greater
impact
§ All programs align with one or
more District initiatives
Support Dallas ISD Events
Develop key performance
indicators
Improve Community
Understanding and
Engagement
Creative branding and
impactful storytelling on the
successes of Dallas ISD
through:
§ Website
§ Social Media
§ Collateral
Develop communications
strategy
§ Case statement and
messaging
§ Identify key audiences
§ Create digital presence
Develop “road show”
Develop and Nurture Donor
Relationships
Develop donor relationships
with those who have given to
Dallas ISD and/or DEF -
historically and/or during
disaster relief
Develop donor relationships
with those who have never
given to Dallas ISD and/or
DEF
Utilize DEF board members to
reach out to their networks
Established timetables • Metrics to measure success • Adherence to MOU
Thoughtfulness • Transparency • Credibility
Strategies
Behaviors
Outcomes
11
Questions?
12 |