Title: Philanthropy 101 (Grades 9-12): The Westminster Schools, Atlanta, GAType: Summer and After School ProgramDuration: 34 LessonsGrades: 9, 10, 11, 12Subject Correlation: Language Arts, Social StudiesSummary: This 34 lesson course is an intensive four week summer program at The Westminster Schools in Atlanta, GA. It can easily be adapted for use as a semester long course or individual lessons can be incorporated into an existing course.
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Created By:Sally Finch and Stan Moor Contact:
Luana Nissan
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Lesson 1: Icebreaker: Getting to Know Each OtherPurpose: To bring the class together to bond and develop a sense of camaraderie. This helps focus on personality types to determine how students relate to each other for decision making. Duration: 1 hour 30 minutes Objectives: The students will:
Materials:
Instructional Procedure: For bingo activity, students ask 3 personal and interesting questions of everyone in the class in order to get to know each other better and at the end of class get together to share information. For the kidney transplant activity students are divided into groups of 4-5 and must choose the recipient of the organ donation based on information given. Assessment: Teachers observe group dynamics and individual personalities ascertaining that all students are included in discussions and have a voice. References: NCEE Organ Donor Lesson 2: Class OverviewPurpose: To introduce students to the concept of philanthropy and have them begin to decide where to donate their money. Presentation: A representative of the philanthropic community will share ideas and practices about giving back. Duration: 1 hour Keywords: Philanthropist; Sharing; Motivation for Giving Objectives: The students will:
Materials: Course Overview Instructional Procedure: Walk through the overview of the course and talk about its aspects for the next few weeks. Discuss all aspects of philanthropic giving; history of philanthropy, motives for giving, areas of giving; 6 areas of giving: Religion, Education, Environmental, Social Services, the Arts, and Medical. At this point, students are then asked to tell where they think they may be donating their $500 and why they may choose that particular organization. Assessment: Class discussion followed by a short essay demonstrating the concepts learned from this lesson. Lesson 3: For Profits versus Not For ProfitsPurpose: Students are introduced to corporate philanthropy and key vocabulary terms used in the business world. Duration: 1 hour Objectives: The students will:
Materials: Handout Instructional Procedure: PowerPoint presentation Assessment: Class discussion reflecting students’ understanding of the material as well as class presentations on selected nonprofit agencies. References: IRS forms 990 and 501 (c) (3) documents Lesson 4: 501(c)(3) OrganizationsPurpose: To explain to students the legal aspects of a 501(c)(3) organization and how it differs from other organizations. Guest Speaker: Representative from a local 501(c)(3) Organization. Duration: 1 hour Keywords: Non Profit Organizations; For Profit Organizations; Foundations Objectives: The students will:
Materials: Foundation Desk Reference by Benjamin White Instructional Procedure: The guest speaker presents a summary of responsibilities that a 501(c)(3) organization must follow and those a 501(c)(3) must never do. Assessment: Class discussion; research reports on nonprofits References: Foundation Desk Reference by Benjamin White, Southeastern Council of Foundations, Atlanta, GA Lesson 5: Current EventsPurpose: To create student awareness about philanthropy in daily life throughout the world using a variety of topics and sources. Duration: As time allows, briefly at the start of class each day, or periodically during the course Keywords: Philanthropy; Current Events; Non-Fiction Literature Objectives: The students will:
Materials: Newspapers, magazines, television, internet, local foundation reports Instructional Procedure: The teacher leads discussion of recent articles and encourages class discussion and class contribution. Students have the opportunity in subsequent classes to present articles of interest from professional philanthropic publications. Assessment: Class discussion; review and comment on lessons learned from the publications. Lesson 6: Creating a Passion for PhilanthropyPurpose: Identify and find where the students’ passion meets community needs and the effectiveness of the organizations selected. Guest Speaker: A representative of a local community agency that relies upon philanthropy will describe the means of matching a student’s interest in giving to a particular nonprofit and the effectiveness of that nonprofit. Duration: 1 hour Keywords: Philanthropy; Community Service Agency; Need Objectives: The students will:
Materials: Handouts of brochures or descriptions of the services the speaker’s agency provides the community. Instructional Procedure: Lecture by a representative of a local community agency. Assessment: Students decide where to donate money. Lesson 7: Gospel of Wealth, Andrew CarnegiePurpose: Introduce students to Andrew Carnegie as one of the outstanding early philanthropists of the United States Duration: 1 hour Keywords: Carnegie; philanthropist; Family Foundation Objectives: The student will:
Materials: Handouts of Gospel of Wealth, class set, Worksheet, NCEE Instructional Procedure: Homework reading assignment, lecture, class discussion, worksheet, Assessment: Students compare their list of seven needed areas of philanthropic giving with Carnegie’s. Lesson 8: Guest Speaker Discusses Motives for GivingPurpose: To introduce students to a significant community donor and to learn about various motives for giving, a vision for philanthropy, and why and how philanthropy can and should be taught to young people. Duration: 1 hour Keywords: Motivation for Giving; Giving; Altruism Objectives: The students will:
Materials: PowerPoint Presentation on “Motives for Giving.” Instructional Procedure: PowerPoint Presentation and discussion. Assessment: Students offer examples from their own perspective and from their family’s motives for philanthropy. Lesson 9: A&E Biography Video, Andrew Carnegie, Prince of SteelPurpose: To continue the study of Andrew Carnegie’s influence as a philanthropist on American culture. Duration: 1 hour Keywords: Carnegie; Philanthropist Objectives: The students will:
Materials: A&E Biography Video, Andrew Carnegie, Prince of Steel. Instructional Procedure: Watch video followed by discussion. Assessment: Students discuss whether they think Carnegie was an effective philanthropist for his time or whether or not he could have made more substantial contributions and changes in working conditions in his factories. Lesson 10: Site Visit: Local Community FoundationPurpose: To introduce students to grant-making and the work of community foundations. Duration: 1 hour Keywords: Community Foundation; Grantmaking; Family Foundation; Need Objectives: The students will:
Materials: Handouts of actual grant proposals Instructional Procedure: Leaders of the Community Foundation direct students in group activities: introductory activity on personal and family values; focus on student and family passions and preferences; matching community needs and family values. Assessment: Students decide whether or not to fund specific grant proposals. Lesson 11: Site Visit: Another Local FoundationPurpose: To understand the workings of a large foundation that distributes major capital gifts and scholarships for higher education. Duration: 1 hour Keywords: Foundations; Grantmaking; Career Opportunities Objectives: The students will:
Materials: Brochures and sample applications from each foundation are distributed. Instructional Procedure: Speaker explains the different goals of each foundation and how major grant proposals are distributed. Assessment: In class discussion, students are asked to explain the difference between small community operational grants and major capital grants. Lesson 12: Site VisitsPurpose: To introduce students to an example of giving to all the six major areas of philanthropic giving: religion, education, medical, social services, the environment and the arts. Each site is representative of the category and the visit is to give students an example of the opportunities for giving. Duration: Each site is a full day visit of approximately 5- 6 hours. Keywords: Giving; Culture; Nonprofit Organizations Objectives: The student will:
Materials: Brochures distributed in the presentation; handouts and presentations by each organization including budgets, capital campaigns and operational needs. Instructional Procedure: Tour of facility; presentation by development personnel and others; discussion of campaign, annual budget, and sources of funding Assessment: Students will ask pertinent questions and indicate a better understanding of each organization. Examples of visits include: (Please note that these organizations are examples for the school and community where this class takes place.) Religion
Medical
Education
Social Services
Environment
Arts
Lesson 13: Weekly Reflections on Philanthropy 101Purpose: To give students time to reflect on the course of study each week and to encourage them to begin thinking of how to best make a monetary donation to an effective organization. Duration: 30 minutes Keywords: Philanthropist; Foundation; Community Objectives: The students will:
Materials: Handout of six questions Instructional Procedure: Students are given 30 minutes on their own to write reflectively about their personal experiences. Assessment: Review of reflections and discussion afterwards. Lesson 14: Discussion of The Gift of the Magi by O'Henry.‘ Purpose: Discuss the wisdom of giving and receiving gifts. What makes a gift or giver wise or foolish? How should you decide what you should give? Duration: 30 minutes Keywords: Historical Fiction; Giving; Group Discussions Objectives: The students will:
Materials: Copy of The Gift of the Magi by O’Henry; The Perfect Gift, ed. Amy A. Kass Instructional Procedure: Class discussion Assessment: Student reflections of story Lesson 15: Assessing Charitable GivingPurpose: To explain to students that not all organizations spend their philanthropic dollars wisely and to teach them effective ways to assess the different approaches. Duration: 2 hours Keywords: Charity; Organizations; Needs Assessment Objectives: The student will:
Materials: Handouts about Guidestar and Charity Navigator. Instructional Procedure: Guest speaker describing the various means of determining the effectiveness of a community organization followed by lab time. Assessment: Students will answer assessment questions about several nonprofits and attempt to select an effective recipient for their checks. Lesson 16: Establishing a New Nonprofit: RoadSafe AmericaPlease note: (This is a specific lesson dealing with a tragedy associated with the school that developed this lesson. It is included in the set of lessons as it can “unfortunately” be replicated in almost any community) Purpose: To present to students how a successful local nonprofit was formed and how laws dealing with the trucking industry have been changed. Duration: 1 hour Keywords: Nonprofit Organization; Motivation for Giving; Family Objectives: The students will:
Materials: Video, Brochures, Highway Safety Test Instructional Procedure: The parents of a student who was fatally injured in a serious accident will speak about their reasons for establishing a local non profit to educate and prevent similar accidents. Lesson 17: The Ethics of Sweatshops, Child Labor, and Improving Standards of Living for the PoorPurpose: To help students understand the choices that must be made to improve the lives of the poor and to analyze ethical dilemmas. Students will examine the impact of poverty programs on desirable goals such as job creation, improved living standards, efficiency, and fairness. Students are challenged to relate these ideas to profits and philanthropic giving, and to examine their own moral compass for giving. Duration: 3 hours Keywords: Human Rights; Economic Sectors; Pro-Social Behavior Objectives: The students will:
Materials: Teaching the Ethical Foundations of Economics, handouts, worksheets, John Stossell, Cheap in America DVD/video Instructional Procedure: Lecture, handouts, worksheets Assessment: Answer questions available on website. Lesson 18: Fourteen Terms Every Private Foundation Should UnderstandPurpose: To help students understand the language of private foundations, their unique terms, and specific definitions. Furthermore, to help students learn the specific rules and regulations governing private foundations that help them stay in compliance with IRS regulations. Finally, to help students communicate better within the philanthropic community. Duration: l hour Keywords: Foundations; Charitable Deduction Objectives: The students will:
Materials: Materials from Foundation Source, Fourteen Terms of Private Foundations Instructional Procedure: Lecture and presentation of terms. Students will discuss terms in relation to private foundations. It is emphasized that these terms are not intended as a substitute for legal, tax or investment advice. References: www.foundationsource.com Assessment: Short essay or quiz over terms learned in this lesson. Lesson 19: Volunteering in the CommunityPurpose: To introduce students to the volunteer program at their school or a local non profit in order for them to understand the importance of giving their time to make a difference in the greater community. Duration: 1 hour Keywords: Volunteer; Community; Pro-Social Behavior Objectives: The students will:
Materials: Brochures about volunteerism from their school, local agencies or other non profits. Instructional Procedure: Lecture by the school’s Community Service Director or Director of a local agency together with a community volunteer sharing experiences about why and how to volunteer. Assessment: Students will complete a volunteer experience to share with the class. The entire class will participate in at least two volunteer experiences during the four weeks of the class. Follow up discussion and short essay describing the experiences and value thereof will be submitted. Lesson 20: A&E Biography Video: John D. RockefellerPurpose: To continue the study of Rockefeller’s influence as a philanthropist on American culture. Duration: 1 hour Keywords: Personal Wealth; Philanthropic Act Objectives: The student will:
Materials: A&E Biography video: John D. Rockefeller. Instructional Procedure: Watch video followed by discussion. Assessment: Students discuss whether they think Rockefeller was an effective philanthropist for his time. Divide class into two groups and assign each group a different point of view to present regarding Rockefeller’s philanthropy. Lesson 21: Individual Research Projects: 501 (c) (3)Purpose: To help students assess the effectiveness of charitable organizations and decide on their own financial contributions Duration: Approximately 3 hours over two days; 10 minutes of presentation per student followed by class discussion. Keywords: Charity; Contributions Objectives: The students will:
Materials: Charity Navigator and Guidestar Instructional Procedure: Each student presents a ten minute presentation including PowerPoint and brochures from the charity; many students use Charity Navigator and Guidestar examples. Assessment: Students decide whether or not an organization should be supported based on the presentation. Lesson 22: Speaker from CARE International: Focus on International Giving.Purpose: To introduce students to organizations that deal with international and global problems as opposed to local or national concerns. Duration: 1.5 hours Keywords: Charity; Contributions Objectives: The students will:
Materials: Handouts from CARE including the annual report and other related materials; video/DVD on the work of CARE. Instructional Procedure: Guest speaker with interactive class discussion. Assessment: Class discussion and reviewing Guidestar’s evaluation of CARE. Lesson 23: Nonprofit SpeakersPurpose: To introduce students to a variety of specific nonprofits and their representatives who address topics such as the mission of the organization, where their financial support comes from, and the work they are doing in the community. Duration: 1 hour each Keywords: Nonprofit Organizations; Volunteer Objectives: The students will:
Materials: Assorted brochures and handouts from the non profit organizations. Instructional Procedure: Lecture and interactive group discussions. Assessment: Review and discussion with other students and instructor about nonprofit organizations in their community and the use of appropriate forms to be followed by the administration of that organization. References: Examples of organizations that have participated:
Lesson 24: Harbus Foundation Case StudyPurpose: To introduce students to an actual grant making process from Harvard Business School using all of the concepts learned. Duration: 2 hours Keywords: Foundations; Fund Allocation Objectives: The students will:
Materials: Harvard Business School case study. Instructional Procedure: Teacher’s guide indicates how to structure the case study. Students work in groups to master the content and make their presentations. Assessment: Student presentations and worksheets Lesson 25: Computer Lab TimePurpose: Lab time is scheduled periodically for students to research nonprofits, specific topics, and charity assessments through links such as Charity Navigator and Guidestar. Students also do research on philanthropists, various text readings, and an alternative gift fair. Duration: 1 hour per session Keywords: Nonprofit Organizations, Philanthropy Objectives: The students will:
Materials: Internet accessibility and computer lab availability Instructional Procedure: Schedule lab time and guide student research Assessment: To be completed at the time of student presentations based on their research. Lesson 26: Decision Day LuncheonPurpose: Enable students to methodically assess their choice of philanthropic giving and decide where to make a $500 donation. Duration: 2 hours Keywords: Contributions; Donate Objectives: The students will:
Instructional Procedure: Students defend their decisions with research and personal preferences. After lunch, students contact their respective organizations and invite a representative to a luncheon the following week to receive a check. Assessment: Each student will present a $500 check to the charity of their choice. The recipient can comment on the student’s selection and describe how accurate the student was about the organization’s mission and need. Lesson 27: AccountingPurpose: To acquaint students with the vocabulary and basic tools of accounting principles necessary for all nonprofits. Duration: 1 hour Keywords: Nonprofit Organizations, Rules Objectives: The students will:
Materials: Presentation by a local CPA. Instructional Procedure: PowerPoint presentation and discussion Assessment: Discussion followed by short oral quiz. Lesson 28: Burden of Bad IdeasPurpose: To describe as many differing views of well-intended philanthropy as possible to students. Review some of the dangers of philanthropy such as inappropriate intervention, inappropriate verbiage, and naiveté. Duration: 2 hours Keywords: Altruism, Feelings, Benefits Objectives: The student will:
Materials: Class set of text, Heather MacDonald’s Burden of Bad Ideas Instructional Procedure: Homework assignment of chapters followed by class discussion. Lesson 29: Presentation Regarding Institutional AdvancementPurpose: To emphasize the importance of fundraising for capital campaigns, annual appeals and to discuss the importance of personally supporting organizations which are important to individuals and their family. Convey the message that the students are all recipients of someone else’s philanthropic giving to the school they attend. Duration: 1 hour Keywords: Fundraising, Annual Gift, Personal Giving Plan Objectives: The students will:
Materials: Annual report, PowerPoint presentation, brochures from the college, school or organization. Instructional Procedure: Panel discussion by representatives of offices of institutional advancement Assessment: A reflective essay on their willingness to eventually give to their own school. Lesson 30: Film Viewing of "Millions"Purpose: to show that in main stream America and through the media the topic of philanthropic giving is relevant to everyday life. This film deals with how people determine what to do with their resources, how to effectively distribute them and how a community can be changed through philanthropy. Duration: 2 hours Keywords: Community, Philanthropic Act Objectives: The student will:
Materials: DVD of "Millions" Instructional Procedure: View film followed by class discussion Assessment: Class discussion reflecting on the pros and cons of giving away all or part of a new found fortune. Lesson 31: Oral Reports by Students on Select Chapters of Harvard Business Review on NonprofitsPurpose: Introduce students to graduate level studies and research in several areas of effective nonprofit organizations. Duration: 2 hours Keywords: Nonprofit Organizations Objectives: The students will research and report on:
Materials: Class set of Harvard Business Review on Nonprofits Instructional Procedure: Class is divided into 4 groups to read, study, and research selected chapters for oral presentations. Assessment: Class discussion Lesson 32: Philanthropist of the YearPurpose: An annual speaker introduces students to those in the greater community who are recognized for their philanthropic contributions to society. Duration: 1 hour Keywords: Contributions, Philanthropy Objectives: The students will:
Materials: Speaker may wish to bring relevant materials Instructional Procedure: Invited Speakers can be representatives of the greater community in which the school resides. A local foundation can be the source of nominees for speakers as well as nominating others who are known for their philanthropy in that community. Assessment: Class discussion and review of philanthropic community leadership and passion for a certain cause. Lesson 33: John Stossel, "Twenty-Twenty" DVD: Are Americans Cheap Or Charitable?Purpose:
Duration: 1 hour Keywords: Caring/Sharing, Donate Objectives: The students will:
Materials: John Stossel "Twenty Twenty" DVD, Cheap in America. Instructional Procedure: DVD followed by class discussion. Assessment: Class discussion followed by short essay on their understanding of giving in America. Lesson 34: Luncheon for Recipients of Student DonationsPurpose: To have students present checks and explain their assessment criteria for making a $500 donation to the organization of their choice. Duration: 2 hours Keywords: Donate, Contributions, Needs Assessment Objectives: The students will:
Materials: Personal $500 check. Instructional Procedure:
Assessment: Community response to the event. Send a CommentCommentsLast Modified: 10/22/2008 8:56 AM EST
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