Benefits Overview

The Benefits page allows Coordinators to view and document the benefits, resources, and contributions that their role brings to the school. Examples of benefits and contributions include:

• Actual grant dollars brought into the school

• Volunteer hours generated at the school, or on behalf of the school

• Professional time, programs, services and spaces donated to the school or for school use in-kind

• Materials, supplies and other physical donations made to the school

This page shows all added benefits and displays the following general information about each submission: school year, benefit type, title, total contributions, if the contributions are recurring, and the date the benefit was created.

Use the School Year drop down on the upper right side of the page to view all benefits or filter benefits by individual school year.

Use the star to flag benefits by clicking or unclicking the star icon next to each benefit entry. Using the star toggle can help coordinators manage benefits in several ways, such as using the star to indicate which benefits are associated with strategic partners, or using the star to flag them for review and revision. Whether or not the benefit has been “starred” is also displayed in the benefit export.

Two export options are available on this page: Export Benefits and Export Contributions.

• Clicking Export Benefits downloads a CSV file showing all benefits, their total contributions, their primary associated key practice, school year, star status, and benefit type.

• Clicking Export Contributions downloads a CSV file showing all individual contributions, which benefit each is associated to, the date each occurred, the amount of each, the school year, and more.

Simply click on an individual Benefit to view more information and details, and to make changes, if desired.

Adding a New Benefit

To add a new benefit, follow the steps below:

1. Click on ADD BENEFIT in the top right corner.

2. A new benefits page will open. Enter/choose the following general information about the benefit on the left:

   1. Title - the name of the benefit

   2. School Year

   3. Associated With (choose the option that most closely describes the benefit):

      1. Meeting

      2. Activity

      3. Event

      4. Grant

      5. Donation

   4. Primary Key Practice - a benefit may meet more than one Key Practice - choose the option that most strongly matches the benefit’s outcome:

      1. Powerful student and family engagement

      2. Collaborative leadership and shared power and voice

      3. Expanded and enriched learning opportunities

      4. Rigorous, community-connected classrooms

      5. Culture of belonging, safety, and care

      6. Integrated systems of support

   5. Details - an optional field to provide additional relevant information about the benefit. Details might include which partners were present, number of people in attendance, or particular individuals to follow up with or reach out to.

Add applicable Contributions to the benefit on the right side of the page.

If a contribution occurs only once:

1. Click Add Contribution
   

   1. Enter the contribution information in the following fields:

      1. Type (choose the option that most closely describes the contribution):

         1. Cash Donations

         2. Grant Dollars

         3. Volunteer Hours

         4. In-Kind Resources

      2. Date

      3. Amount - enter a dollar value for the contribution

         1. Please note that if Volunteer Hours was selected, the Amount field will be replaced by People and Duration

            1. Enter the number of people volunteering

            2. Enter the number of hours the activity lasted

            3. The system will calculate a value for the volunteer contribution based on the hourly rate for the year.

      4. Description - an optional field to provide additional information regarding the contribution

         
         

      5. Click OK

   2. You may add as many non-recurring contributions to a single benefit as necessary. To add additional contributions, simply click Add Contribution again and complete the same steps.

If a contribution will be recurring:

1. Click the toggle for Recurring contribution?
   

   1. Enter the Recurring Details including:

      1. Start Date - the date of the first recurring contribution

      2. End date - the date of the last recurring contribution

      3. Number of Times - how often the contribution will occur per the frequency selected in the Every field

      4. Every - choose whether the contribution will occur the Number of Times per week or month

         1. Example: for a contribution that will occur twice a month, choose 2 in the Number of Times dropdown and month in the Every dropdown

      5. Type (choose the option that most closely describes the contribution):

         1. Cash Donations

         2. Grant Dollars

         3. Volunteer Hours

         4. In-Kind Resources

      6. If Volunteer Hours was chosen as the Type, two additional fields will appear: People and Hours

         1. Enter the number of people volunteering

         2. Enter the number of hours the activity lasted

   2. Click Generate Contributions to generate a list of recurring contributions and their monetary value. The contributions attributed to the benefit will be the sum total of all recurring contributions.

   3. After clicking Generate Contributions, you may edit an individual recurring contributions as needed (for instance, when extra volunteers are present on a specific date or when weekly cash contributions have changed).

      1. To edit a recurring contribution, simply click on it in the list of Contributions
         

      2. Edit the information that has changed for that contribution

      3. Click OK

NOTE: Adding benefits with more than one recurring contribution or both recurring and non-recurring contributions

While it is possible to add multiple non-recurring contributions to a single benefit, as shown below, it is not possible to add both recurring and non-recurring or multiple recurring contributions to a single benefit.

To account for benefits that have both recurring and non-recurring or multiple recurring contributions, you will need to add additional benefits for each.

It is recommended to use the Title field to describe both the benefit and the contribution in these cases. See the examples below:

Simply follow the steps detailed above for adding benefits and create separate additional benefits for:

• A separate benefit for each recurring contribution

• A single benefit for all non-recurring contributions