Institutional Advancement

Barrie’s financial health depends on the strong partnership between the school administration, the Board of Trustees, current families and alumni. As with all independent schools, Barrie relies on the generous financial support from this community to provide the margin of excellence that defines quality education.

Independent school tuition covers only a portion of the actual cost of educating a student at Barrie. Since our goal is to maintain an excellent educational program while keeping fees competitive, the Annual Fund has been established to raise the necessary additional funds. Gifts to the Annual Fund are used to help defray tuition increases, maintain and improve campus facilities, and attract and retain a diverse faculty and student body.

The Annual Fund

Every year, parents, grandparents, trustees, alumni, alumni parents, friends, and faculty and staff are asked to make gifts to the Annual Fund. The Annual Fund is a crucial component for enhancing the school’s extensive academic and extracurricular activities, underwriting professional staff development, and improving campus resources and technology. By supporting Barrie, donors show their commitment to the students and to the quality of education at Barrie.

We are pleased to report that our 07-08 Annual Fund raised $511,000 towards a $500,000 goal. This would not have been possible without the assistance of co-chairs Glenn and Janet Horenberg and a dedicated group of volunteers and our Board of Trustees.

How can I contribute?

Contributions to the Annual Fund can be made through many different vehicles including cash, credit card, securities, corporate matching gifts, and in-kind donations of goods or services. In addition, The Barrie School allows donors to make recurring gifts through bank debit. Gifts to the Annual Fund are fully tax-deductible as allowed by law.

• Cash - Contributions of cash, checks, or money orders are accepted. Checks should be made payable to “The Barrie School Annual Fund.”
• Recurring Monthly Gifts – Many donors find that a monthly debit is a convenient way to donate to the Annual Fund, spreading the gift over several months. This option is available on our web site.
• Credit Card - Contributions by credit card can be made by phone, on-line or in person. Barrie accepts VISA and MasterCard.
• Stocks, Bonds, and other Securities - A gift of appreciated securities could provide you with a sizable tax deduction.
• Combined Federal Campaign (CFC) - Contributions can be made by federal government employees through the Combined Federal Campaign (CFC).
• Corporate Matching Gifts - An easy way to increase the amount of your contribution to Barrie is by finding out if your employer has a matching gifts program. Check with your Human Resources department to find out if there is such a program. If one exists, request the matching gift form, complete the donor section, and send the form to The Barrie School Office of Institutional Advancement.
• Planned Giving - Supporters can help insure the long-term security of the school through planned giving. Gifts of this nature can be made in the form of a will bequest, life insurance beneficiary, or through a retirement plan.
• In-Kind Contributions - Contributions of goods and services are also accepted. Such items could include school supplies, books, furniture or electronics.

Are there other ways to give?

Retail Shopping - Several local retail stores have programs that support The Barrie School. Currently there are several easy-to-use websites that allow a supporter of Barrie to make a contribution just by shopping at their member stores! Each merchant will designate a percentage of your purchase to Barrie and the service is free to participants. Please take a few minutes to fill out the necessary online forms and the best part is that after you sign up there is nothing more you need to do!

	www.giantfood.com – Giant contributed over $1,300 to Barrie last year. Step 1: Click on “Visit Your Local Giant” Step 2: Click on A+ BonusBucks (left-side of screen) Step 3: Designate School – The Barrie School
	www.escrip.com - Participating merchants will donate up to 10% of the dollar amount of your purchase using supermarket discount and/or credit/ATM cards. Signing up online is easy and make sure to use The Barrie School group ID# 6472697. Merchants include Safeway, Eddie Bauer, and OfficeMax.
	www.schoolcash.com – This website makes a great bookmark on your web browser. Shop online from more than 450 online retail stores, select The Barrie School as the school you wish to support and up to 25% of your purchase will be donated to Barrie. Merchants include Nordstrom, LL Bean, Barnes & Noble, Dell, Staples, and Home Depot.
	www.target.com/tcoe - Barrie has set up an account at Target. Participants are asked to sign up for a Target VISA or Target Store Card and Target will match 1% of every purchase made at Target and 1/2% of any purchase made elsewhere. More than 70 people have already signed up and have already netted Barrie over $1,000!

Volunteer – Last year volunteers were the true backbone of the successful Annual Fund Campaign. If you are interested in volunteering for the upcoming campaign, please call the Director of The Annual Fund.

Frequently Asked Questions about the Annual Fund

Why does Barrie fundraise? Isn’t tuition enough to cover the costs?
As an independent school, Barrie does not receive any financial support from national, state or local government, and relies solely on tuition fees and proceeds from fundraising to meet operating expenses. Tuition alone does not cover the cost of a Barrie education. By keeping Barrie’s tuition competitive, every student in the school is subsidized by the Annual Fund.

What is the Annual Fund?
The Annual Fund is the primary fundraising vehicle for Barrie and generates the funds needed to reach the goals of the School’s operating budget. It is also one way that parents, grandparents, alumni and friends can show their commitment to an independent school education. By keeping tuition increases to a minimum and soliciting contributions for the Annual Fund, Barrie is able to:

• Offer greater financial aid to students;
• Attract and retain highly experienced and qualified faculty and administrators with competitive salaries and benefits;
• Maintain and improve campus facilities and technology;
• Provide opportunities for professional development to faculty and staff.

Why is participation important?
A voluntary contribution is a tangible way that demonstrates your commitment to Barrie, and to insure that current Barrie students continue to receive an excellent and well-rounded education. By making Barrie a philanthropic priority, you insure that our students spend their days in an enriching, nurturing, enlightening, and safe environment. Regardless of the amount of the contribution, every gift counts!

Are gifts to the Annual Fund tax-deductible?
Gifts to the Annual Fund are fully tax-deductible. The Barrie School is a 501c3 organization.

The Capital Campaign

This year, the Board of Trustees and the Barrie community approved a Master Plan for meeting the growing physical needs of our campus that includes classrooms, arts and athletics facilities. Phase One will consolidate the Lower School in a new building, renovate middle and upper school space and provide a new gymnasium and pool.

A Capital Campaign will be launched to fund this initiative. At this time, the development office is finalizing a case statement for support of the project and conducting comprehensive research into funding sources before the campaign begins.

Alumni