Learning to Give, Philanthropy education resources that teach giving and civic engagement

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Lesson 3:
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Philanthropy Framework

Purpose:

To design a community needs assessment and collect, interpret and analyze collected data which will be used in their service-learning projects with foundations and agencies discovered in Lesson One: Foundation, Nonprofit, All Matter to Me.

Duration:

Seven Fifty-Five Minute Class PeriodsSeven Fifty-Five Minute Class PeriodsSeven Fifty-Five Minute Class PeriodsSeven Fifty-Five Minute Class Periods
One hour scheduled interview with foundation or nonprofit
Scheduled celebration time to present pamphlet to high school counseling office, school library or community center.

Objectives:

The learners will:
  • design a needs assessment questionnaire for the community to determine awareness about nonprofit organizations and/or foundations.

  • participate in a cooperative learning group whose purpose is to design a ten-question needs-assessment questionnaire.

  • distribute the questionnaire to five adults he/she knows and collect the results.

  • compile the data from his/her needs assessment.

  • evaluate the data.

  • develop plan of action based on results to better inform the community about services available.

  • conduct an oral interview with the director of a foundation or nonprofit organization in the appropriate manner, including dress and behavior.

  • ask appropriate questions during the interview in which he/she will gain knowledge of major operational characteristics of organizations in the nonprofit sector, and will learn legal responsibilities of nonprofit boards and how they operate.

  • write a paper on the foundation or nonprofit that the peer group has chosen.

  • present information to the class.

  • compile a pamphlet for community use.

  • participate in reflection activities.

  • evaluate the service experience.

Service Experience:

Although this lesson contains a service project example, decisions about service plans and implementation should be made by students, as age appropriate.

The learners will conduct a needs assessment to determine community awareness of foundations and nonprofit organizations. Based on these findings and evaluation of the data, the learners will arrange for and conduct an oral interview with the director of a foundation or nonprofit of their choice. They will compile their findings in essay form, to be combined later into a philanthropy pamphlet. The learners will design a pamphlet of foundations and nonprofit organizations their local community can access. The pamphlet will be placed in the counseling offices, library and local community center.

Materials:

  • Pencils and paper

  • Attachment One: Sample Needs Assessment Questionnaire

  • Local phone book for each peer group

  • Software to create pamphlet

  • Attachment Two: How to Make a Successful Phone Contact
Handout 1
How Can We Best Serve the Community through Our Project?
Handout 2
How to Make a Successful Phone Contact
Handout 3
Interview Questions
Handout 4
Rubric for Paper on Foundations and Nonprofits

Instructional Procedure(s):

Day One

Anticipatory Set:
Write the following on the board as a journal question: “If you were conducting a needs-assessment survey to determine community awareness of foundations and/or nonprofit organizations, what kinds of questions do you think you should ask? List five questions. Allow the learners five to seven minutes to complete this task.

  • Divide the learners into groups of three to four learners, depending on class size. Give each group Attachment One: Sample Needs Assessment Questionnaire . Their task is to develop ten questions they would ask in a needs-assessment survey. They may use no more than five questions from the sample survey.

  • Using a piece of large white paper for each group, tell the learners to write down the questions they have chosen.

  • Tape the lists in various corners of the room, and ask one person from each group to read their questions. As the learners are reading the questions, the teacher should be checking on the appropriateness of the questions and leading a discussion about their appropriateness.

  • After hearing all of the questions, ask each student to put a check by the ten questions that they think are the most important. The questions that have the most checks by them will be the ten that are used in the needs-assessment questionnaire.

    Reflection Activity
    Learners react to the following prompt in their journals:
    I think that I will find out from my surveys that______________________________ because

    Instructor’s Note: Before Day 2, copy the list of the finalized questions enough for each peer group member to have five copies. Additional copies should be made available.

    Day Two

  • Give each peer group copies of the survey questions. While in their groups they are to list the names, addresses, and phone numbers of the five people to whom they are going to distribute the questionnaire. Adults in the school building may be selected as respondents. Surveys are to be returned Day Three.

  • Explain to the learners that the information gained from the needs-assessment questionnaires will be used to:

    • determine the level of familiarity their community has of foundations and non- profits and to

    • develop the oral interview that they will have with the directors of the nonprofit or foundation they have chosen. The interviews will then be compiled into a philanthropy pamphlet that will provide community members with the information they desire.
  • Make a list of foundations and nonprofits from those discovered in Lesson One: Foundation, Nonprofit, All Matter to Me that are easily accessible in your community or surrounding communities, county and state. Ideally, each group should select at least two.

  • Schedule your interview sessions.
    Reflection Activity
    In your journals, write how you feel about meeting and interviewing this person. Do you have any concerns? How are you going to prepare for this interview? Could you have done anything differently? What do you hope to learn?

    Day Three:

  • Each group tallies its results. Have each group develop a bar graph depicting the results. Write down what they believe their results show and what are the needs they see to be incorporated into an interview with their representative of the foundation or nonprofit, and what they see as necessary to be included in their pamphlet.

  • Lead the class in developing a total class needs assessment, ranking the questions most to least respondents.

  • Compile a total respondents bar graph and post on the wall or board. Post the group bar graphs around the composite.

  • Discuss with the class what they discovered their community really knew about foundations and nonprofits. Develop a list of areas that the community really needs to know. Some sample items may be: services provided, who is eligible to get assistance, location, times of operations, how they are financed, who is on the board, what percentage of the funds collected are distributed etc.

    Reflection Activity

    Ask learners to write in their journals two questions they think another group may ask.

    Day Four:

    Anticipatory Set:
    Ask the learners to suggest questions to ask of a foundation or nonprofit director or representative. The questions should be based on their surveys and what they have learned about the foundations and nonprofits in Lesson One: Foundation, Nonprofit, All Matter to Me and Lesson Two: Budget, Budget, Who’s Got the Budget. Possible questions should also be about operational characteristics.

  • After modeling these potential questions, have the groups reassemble and devise five questions to ask a foundation or nonprofit representatives. Give each group Attachment Three: Interview Questions. Advise them that these questions must be asked and that they will add their questions to this list.
    Each peer group should come up with approximately 20-25 questions that the learners can ask the director of the foundation or nonprofit on the questionnaire. For extra credit, you can now ask one of the students to type up the questionnaire and you can make copies for every student to use when they go to the interview. Each learner in a peer group is to be responsible for a set of questions and an essay based on those questions to be submitted for evaluation.

    Give each group the scoring Rubric (Attachment Four: Rubric for Paper On Foundations and Nonprofits) to guide them in their essays.

  • With ten minutes remaining in the class session, call the class together and have two students model an interview. Use Attachment Two: How to Make a Successful Phone Contact.

    Reflective Activity

Have the learners respond to the prompt, “I believe that our group will be able to provide information relevant to the findings in the survey because….”

Days Five-Seven
Begin the pamphlets. This can be done if the interview portion is not yet conducted.

  • Describe to the class the paper size and design format that is preferred. It is encouraged that the class decide formatting.

  • Review the elements to be included in their pamphlet.

  • Include the interview with the foundation or nonprofit board member or other representative. The complete interview is to be written into an essay form of no longer than three pages. Learners will also submit for evaluation that portion of the interview they conducted.

  • Allow sufficient time for peer editing.

  • After completion of the interview process and writing assignment, schedule presentation times.

    Reflection Activity

    Journal entry which evaluates the lesson’s efficacy of the unit and service experience.

    Celebration

Schedule the counseling staff and/or media center staff member to come to your class and have your learners present the pamphlet.

Assessment:

  • Evaluate the questions developed by each per group.

  • Instructor observation of peer group activities.

  • Evaluate reflection activities.

  • Completion of surveys and evaluation of data.

  • Evaluate individual interview questions as submitted in essay form with foundation or nonprofit representative.

  • Evaluate the entire essay based on the interview using Rubric (Attachment Four: Rubric for Paper On Foundations and Non- Profits).

  • Evaluate portion of pamphlet produced by peer groups.

Cross-Curriculum Extensions:

Learners may volunteer their time, talent or treasure to the foundation or other nonprofit agency of their choice. They can also job shadow in the agency in which they conducted the oral interview to learn more about it.

Bibliographical References:

Local telephone book.

Lesson Developed By:

Libby Brown
Jackson Public Schools
Jackson High School
Jackson, MI 49201

Handouts:

Handout 1Print Handout 1

How Can We Best Serve the Community through Our Project?

Sample Needs-Assessment Questionnaire

Teacher’s Note: These are just a few sample questions and other ideas will emerge when the students engage in this lesson!

  1. What is a foundation or nonprofit organization?

  2. Do you want to know the names of the nonprofit organizations or foundations we have in this community, nearby communities or counties and our state?

  3. What nonprofit or foundation does the most for our community in helping to solve “commons problems?”

  4. What do you personally feel is our community’s biggest “commons problem,” and how do you think a nonprofit organization or foundation can help to solve it?

  5. What percent of the people who work at a not for profit organization or foundation are paid?

  6. Do you think it is important to be aware about the day-to-day running of one of our local nonprofit organizations or foundations?

  7. If an annual report of the nonprofit organization or foundation were available to you, would you like to see it?

  8. Would you like to know what jobs are available in a particular local foundation or nonprofit organization?

  9. Do you think that local nonprofit organizations or foundations should hold others and also be held accountable for projects that are designated for a certain use? For example, if a foundation makes a donation that is earmarked for vaccinations of school children, do you think that contributors have the right to know how many children have been vaccinated with that donation? Also, if a nonprofit agency is supposed to be helping teenagers with drug problems, should they be held accountable for how many teenagers they service?

  10. Can you give an example of a grant or gift a foundation or nonprofit organization has given to your community?

Handout 2Print Handout 2

How to Make a Successful Phone Contact

How to Make a Successful Phone Contact

Directions: Read the following steps carefully to assist you in calling the foundation or nonprofit organization to set up an in-person or phone interview.

  1. Prior to making your calls, you must ask permission either to make your call from school or from home.

  2. Speak slowly, distinctly, and pleasantly when asking to speak to the director of the organization. Remember, attitude is important! If the director is not available, ask when would be a good time to reach him/her. Write the time down, and remember to call back at that time. If they have voice-mail, you can leave your name, high school, number where you can be reached, and the purpose of your call on their voice-mail. If they don’t have voice-mail, you can leave a message with their secretary.

  3. When you do establish contact with the director, tell him/her your name, high school, and the purpose of your call. State that your class is doing oral interviews with the director of a foundation or nonprofit agency in the community and you are interested in, and have chosen him/ her to interview. Explain that the interview questions will deal with some of the history, and the operation of the organization itself.

  4. Ask the director the best time for you to conduct the interview. Make sure they understand that you are attending school, and state what your school hours are so you can establish a time around your school schedule.

  5. After you have established the time and place that you will conduct the interview, thank the individual and confirm the date and time of the interview with him/her.

  6. It is always a nice touch to send a Thank-You note to the director for agreeing to do the interview with you, and state that you are looking forward to meeting with him/ her at the time and date which you have established.


If it is easier for you to have a form to follow when calling, make sure that you use Attachment Four, Phone Form taken from Barbara Lewis’s “The Kid’s Guide To Social Action.”

Handout 3Print Handout 3

Interview Questions

Foundation or Organization Name ______________________________________

Individual Interviewed and Title _______________________________________

Date and Time of Interview _______________________________________

  1. Brief History






  2. Mission Statement






  3. Organizational Structure/Staffing/Volunteers








  4. What are your most effective programs in our community or state?






  5. How does our community benefit from your organization or foundation?





Handout 4Print Handout 4

Rubric for Paper on Foundations and Nonprofits

In order to receive a 4 point score, the group must:

  • Provide a background, or history of the foundation or nonprofit organization they have chosen.

  • Make sure to use the appropriate interview questionnaire and include that information in the paper.

  • Include a copy of the organization’s annual report attached to the paper.

  • Include some written material that the organization uses for public relations purposes such as a brochure, pamphlet, etc.

  • State how they feel about the organization after the interview, especially in regard to following their mission statement and appropriating money to the source to which it’s supposed to go. Also, they should include if the organization awards makes accountable the people or groups to which they award money.

  • Show how this organization helps to better the community (common good).

In order to receive a 3 point score, the learner must:

  • Provide a background, or history of the foundation or nonprofit they have chosen

  • Make sure to use the appropriate interview questionnaire and include that information in the paper.

  • Include a copy of the organization’s annual report attached to the paper.

  • Include some written material that the organization uses for public relation purposes such as a brochure, pamphlet, etc.

  • State how they feel about the organization after the interview, especially in regard to following their mission statement and appropriating money to the source it’s supposed to go to. Also, they should include if the organization makes groups to which they award money, accountable for the money that is given to them.

In order to receive a 2 point score, the learner must:

  • Provide a background or history of the foundation or nonprofit they have chosen.

  • Use the appropriate interview questionnaire and include that information in the paper.

  • Include a copy of the organization’s annual report attached to the paper.

  • Include some written material that the organization uses for public relation purposes such as a brochure, pamphlet, etc.

In order to receive a 1-point score, group must:

  • Provide a background, or history of the foundation or nonprofit they have chosen Or

  • Use information from one interview question.

  • Include a copy of the organization’s annual report attached to the paper OR

  • Include some written material that the organization uses for public relation purposes such as a brochure, pamphlet, etc.

In order to receive a 0, the learner must:

Show no evidence of knowledge of any of the above elements.

Philanthropy Framework:

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