Big Shoulders Fund Extends Programming To Northwest Indiana Through Unique Fully Funded Gift

Expanded Footprint Ensures Access and Academic Opportunity for Thousands of Additional Families in Neighboring Gary, Hammond, and East Chicago

October 11, 2019 (CHICAGO) – Big Shoulders Fund, a Chicago-based, independent charitable organization that provides support and assistance to elementary schools and high schools that primarily serve students from low-income backgrounds, is excited to announce a generous new gift from Bruce White, Founder and Chairman of Merrillville, Indiana-based White Lodging, and his wife Beth. This gift from the Bruce and Beth White Family Foundation creates an exciting new chapter for Big Shoulders Fund through the extension of its programming to Northwest Indiana.

Big Shoulders Fund is building off the success of its efforts in Chicago with a long-term commitment to the region over the next decade. Through this commitment, the organization is bringing its unique approach to enhancing the capacity of school communities and supporting students and families to Northwest Indiana, with a special focus on areas of greatest need, including Gary, Hammond, and East Chicago.

The expansion of Big Shoulders Fund’s programming is made possible through the exclusive use of this generous gift, independent from Chicago program funding, totaling $16 million over the course of 10 years. As a result of this gift, Big Shoulders Fund will be able to help even more schools and communities in need, while also remaining fully committed to its network of schools in Chicago, where they have provided long-term academic and operational support for more than 30 years and invested nearly $400 million to date.

Initially, the investment in Northwest Indiana most directly impacts approximately 3,300 students in 10 elementary and high schools in the Catholic Diocese of Gary by providing operational support and academic programming. An additional 10 schools with 2,600 students will benefit from professional development opportunities made available to teachers and administrators through this initiative. Fully funded by this donation, the focus is exclusively on bringing Big Shoulders Fund’s impactful programming to benefit children through increasing volunteerism and enhancing these schools serving high need communities in the White Family’s native Northwest Indiana. Employees of White Lodging, based in Merrillville, Indiana, have also committed to supporting the initiative through volunteerism and other involvement.

“Big Shoulders Fund remains committed to educating students, strengthening families, and preserving communities by keeping schools open and providing children access to a quality, values-based education,” said Josh Hale, President and CEO of Big Shoulders Fund. “We’ve seen a tremendous impact from our efforts, and the investments of many, on those we serve in Chicago, and we are thrilled to be able to expand our involvement to neighboring schools and communities in Northwest Indiana and look forward to partnering with schools in the Catholic Diocese of Gary.”

In line with the organization’s overarching mission to educate students, strengthen families, and preserve communities, Big Shoulders Fund is working to enhance the quality of education in these Catholic schools in Northwest Indiana by offering access to technology, curricular resources, and instructional and data coaching. Furthermore, the organization seeks to improve the long-term viability of these schools by focusing on increasing student enrollment, providing financial aid opportunities and offering students access to STEM scholarships, enrichment, and summer programs.

“My family and I are strong believers in Big Shoulders Fund and its mission, an organization that has been dedicated to providing quality education and academic access for students in safe, secure, and supportive environments, strengthening schools and entire communities for more than 30 years,” said Beth White.

“Having grown up in the region, we are honored to be able to help Big Shoulders Fund expand its reach to Northwest Indiana and positively impact the lives of thousands of additional students and families and the communities in which they live,” commented Bruce White.

Hale added, “We are so grateful for the White Family’s tremendous support and generosity, which has made it possible for us to provide support and assistance to additional communities in need. Not only are they making this extension of our programming to Northwest Indiana possible, but they will also continue to support Big Shoulders Fund in Chicago through scholarships, operational support for schools, and summer enrichment programs. For our Board, this was an easy decision. A fully funded gift to help more children? Of course!”

For more than 30 years, Big Shoulders Fund has been making long-term financial and operational investments in 75 inner-city schools in Chicago that serve 20,000 students with the sole purpose of educating students, strengthening families, and preserving communities. The organization is committed to ensuring that access to a quality, values-based education, in a safe and inclusive environment, remains an option for all regardless of religion, race or socioeconomic background. Through innovative programming in four key areas – scholarship and enrichment, operational improvements, leadership development, and vigorous academics – Big Shoulders Fund plays a critical role in keeping schools open, preserving educational choice and academic stability for thousands of families.

Superheroes Have Big Shoulders

When we think about superheroes, we often picture capes, masks, and individuals who are strong beyond physical belief–those who defeat the bad guys and save the day time after time. Superheroes, to me, are more than that. They are the individuals who show up day in and day out even when the going gets tough. They lend a hand and sometimes a shoulder to those in need of a little bit of hope and guidance. I have been lucky to meet many heroes through my time at Big Shoulders Fund. Their superpowers may not be flashy but I believe they have the same, or dare I say an even bigger, impact on the fate of our City.

These heroes are principals, teachers, families, mentors, volunteers, community leaders, and students themselves who work hard to create a better tomorrow for all. The mission of Big Shoulders Fund calls loudly to many true, everyday heroes who work to summon the forces of good. Together, we form an unstoppable team that lifts schools and elevates entire communities thus, strengthening our City as a whole.

The Big Shoulders Fund 2018 year-end review highlights some of the superheroes who are helping to spread the mission of Big Shoulders Fund across the City’s limits such as:

Students like Luis and Alex who chose to spend their summer “free time” giving back. Big Shoulders Fund Beeson Scholar Luis ran a summer basketball camp for six-to-nine-year-olds from Saint Gall School. Dr. Scholl’s Scholar Alex helped lead the Boys and Girls Summer Basketball Camp at De La Salle Institute.

Big Shoulders Fund’s very own Senior Director of Academic Programs and External Affairs Rebecca Lindsay-Ryan is an Erikson Institute Barbara Bowman Leadership Fellow advocating for racial equity through early childhood policy and is part of The Chicago Council on Global Affairs Emerging Leaders program, which is helping to influence Chicago’s role as a global city.  

Principals Christine Boyd and Denise Spells lead by example. Boyd received Loyola University’s Justina Coffey Award presented at the Loyola Founders’ Award Night, which recognized her impact as principal at two Big Shoulders Fund schools, St. Mary of the Lake and St. Thomas of Canterbury. Her high expectations for all students leads them to success at some of Chicago’s top high schools and beyond. Spells received the NCEA Learn.Lead.Proclaim Award, in recognition of her work building the enrollment and academic rigor of St. Ethelreda School, which is also one of the top performers in our Covered Schools Initiative.

Holy Trinity High School rising Junior Susi is a Chicago Ideas Youth Ambassador. Susi is also a Junior Counselor at Big Shoulders Fund’s Staddle Camp in Wyoming, where she is sharing her knowledge as a former Big Shoulders Fund Staddle Camp participant to help ensure our campers this summer have the most positive experience possible.

It sometimes takes a team effort for superheroes’ dreams to take flight. At Big Shoulders Fund, we are thrilled to offer a variety of programs to students, teachers, and administrators that challenge them to take the next step into their future. 

The Big Shoulders Fund Stock Market Program exposes teams of inner-city eighth graders in our schools to the world of finance. Teaching them the basic skills of investing, managing stock portfolios, and financial career opportunities.  

The Early Elementary School Project (E2SP) opens the minds of students to the world of science through innovative teaching and focused field trips made possible by Rita and John Canning and in collaboration with The Field Museum, the Chicago Academy of Sciences / Peggy Notebaert Nature Museum, and 10 schools within the Big Shoulders Fund network. E2SP is supported in Big Shoulders Fund schools by a grant from PNC.  The Big Shoulders Fund All Are Welcome Program encourages students to embrace and use their superpowers to achieve their full potential. The Program provides critical services such as occupational and physical therapy to students at 22 Big Shoulders Fund schools and is made possible through founding and continuing support from Bill and Kathleen Lynch, with thanks also to P. Jay and Jenny Fortner.

The Tax Credit Scholarship Program, which was not repealed or amended in the recent state budget negotiations, is creating colossal opportunities for families while shrinking donors’ taxes. More than 1,200 students received crucial support through this program last year and, this year, we are hoping to create a greater impact. This new Program along with our traditional scholarship programs are helping more students prepare for lifelong success by receiving a quality education.

These are just some of the superheroes Big Shoulders Fund is lucky to have on its side. Click here to read our full annual report for more. As you can see, there are superheroes all around us. They don’t wear capes or masks. They come in all shapes and sizes and their deeds are both big and small, but their impact…their impact is BIG. I am lucky to share in this mission with these individuals and am excited to continue to use our superpowers #paralosniños. 

Written by: Big Shoulders Fund President and CEO Josh Hale

Impact: Big Shoulders Fund Summer Fellowship Program

For more than a decade, the Big Shoulders Fund Fellowship Program has helped to flip the story of enrollment at our schools. With aggregate enrollment across our elementary schools largely steady or increasing, this narrative runs counter to national trends of decline.  

As a key component of the Big Shoulders Fund School Marketing Team, the Fellowship Program brings marketing resources directly to schools, helping them with strategy and staffing during the critical summer months when schools recruit and onboard new students. In collaboration with school administrators, the Fellowship Program has evolved to become a leading form of support for Big Shoulders Fund schools’ marketing efforts.

In 2015, the Fellowship converted to a paid internship program. It attracts top candidates to support the Big Shoulders Fund schools, recruiting college students and recent graduates. Thus far, applicants have come from 25 plus universities. Skillsets range in videography, graphic design, web design, communications, and community organizing. In recent years, we have seen an increase in the number of applicants who are graduates of Big Shoulders Fund schools, which really speaks volumes of the role a values-based education plays in the lives of our students and how they decide to give back to their communities. One-third of the Fellows from the class of 2018 attended Big Shoulders Fund schools or were Big Shoulders Fund scholars and fifty percent represent minorities. Since 2015, eight Fellows have joined the Big Shoulders Fund staff or continued their work with our schools as Marketing Directors or consultants.

2018 Summer Fellowship Program

The numbers speak for themselves on the success of this program, making it clear that this initiative provides schools with the support needed to improve enrollment.

Fellows play an active role in schools’ marketing efforts working hand in hand with school administration and parents in an effort to increase overall visibility through community engagement and digital and print marketing. They gain hands on experience in their field while working directly in our schools, instead of in our Big Shoulders office, to maximize their impact. They also get the opportunity to collaborate with Big Shoulders Fund staff and expand their knowledge of the nonprofit world.

In their own words, some of our past Fellows’ favorite projects were:

“Consistently posting quality images to both schools social media pages helped gain some buzz and interest.”

“Implementing an electronic marketing campaign which informed 63 new potential families about the school’s opportunities.”

“Updating a school website’s style and organization.”

In the summer of 2018, Big Shoulders Fund introduced the Opportunity Scholarship. This scholarship was created to help more families have access to a quality, values-based education. It ultimately helped recruit more than 600 new students into Big Shoulders Fund schools. To help schools promote this new resource, the school marketing team enlisted the help of the Fellows. Fellows canvassed, held open houses, attended fairs and festivals, and promoted online via various platforms to help maximize exposure of this new opportunity. Big Shoulders Fund schools saw a tremendous response from these efforts. In fact, in 2018, schools who had support from Fellows during the summer had a five percent higher enrollment at the end of the program versus all Big Shoulders Fund elementary schools. With the help of these young professionals, not only are we helping these community institutions to grow and flourish, we are creating the next generation of civic leaders and school administrators that will help improve the state of our education system thus strengthening our communities and City as a whole. 

The Big Shoulders Fund Fellowship Program is currently recruiting for the summer class of 2019. Click here to view the internship description. If you want more information or have questions about the program, please contact Elizabeth Tracy (312.374.5671).

Written by: Big Shoulders Fund President and CEO Josh Hale

Data Drives School Improvement at Covered Schools


From ensuring students have the educational opportunities they need to reach their potential to planning strategically for the future of 100-year old community institutions, it takes a lot to run a school. Big Shoulders Fund’s Covered Schools Initiative steps in to support schools’ efforts in enrollment marketing, financial planning, scholarships, academics, and more to help them thrive for years to come. Now in its fifth year, the Initiative includes nine schools and has generated more than $1 million in operating savings. More importantly, this year alone, nearly 2,000 students continue to receive a quality education at the schools of their choice. Each of these schools is one more node in a bright network.

Each Covered School also participates in the 5Essentials Survey, a tool developed by the University of Chicago’s Consortium on Chicago School Research (UChicago CCSR) that aims to drive improvement in schools. With three decades of strong research behind it, the survey assesses five key effectiveness factors that reflect the culture and climate of schools, which then correlate with overall school success. Schools that rate strongly in at least three of these five factors are 10 times more likely to improve student learning.

“Using this research-based third-party tool, Big Shoulders is able to deepen its vantage point when looking at schools and tailor the nature of our support accordingly,” said Rebecca Lindsay-Ryan, senior director of academic programs and external affairs. “During the past several years, our team has used survey reports to identify a focus on increasing the use of collaborative practices among teachers. In the last four years, we have seen performance on this measure nearly triple. This data has provided an opportunity to make actionable plans and monitor progress over time to ultimately benefit students.”

One of the Covered Schools, Holy Angels Catholic School, serves the Bronzeville community under the leadership of veteran educator and Holy Angels alumnus Sean Stalling. In that time, the school has used data from the 5Essentials to determine areas of focus with the goal of improving the school’s culture and climate. These whole-school efforts have led to significant increases in “academic press,” which is a measure of how challenged students feel in class, and in the level of trust between students and their teachers.

“The 5Essentials is a well-thought-out way to approach school improvement,” said Stalling. “It touches on the areas that matter most, involves the stakeholders that matter most, and measures the strongest levers to help transform a school. The key is to use the 5Essentials as a tool for change. One should embrace the data it provides and grow from it. The change that results from using this information will make you a better leader and your school a better place for children.”

Since 2015, through Big Shoulders Fund’s Data Analysis Initiative with support from the Data, Outcomes, and Research Committee, Big Shoulders has developed use of the 5Essentials survey into a core offering, with the number of participating schools steadily increasing to 20 and plans to expand to 24 schools this year.

The Gift of Time: Volunteering Through Big Shoulders Fund

Big Shoulders Fund volunteers work on math skills with a St. Sylvester student during the Saturday morning tutoring program.

Volunteers are often the lifeblood of a school, providing skills, dedication, and time that otherwise would not be available. In turn, volunteers join in strengthening school communities across Chicago, broadening their own experience with the city.

Big Shoulders Fund offers a range of volunteer opportunities, with individuals serving as mentors, tutors, sports coaches, guest instructors, school board members, and more. The “Next Generation” of leaders who will guide Big Shoulders into the future includes two groups: the Auxiliary Board and the Chairmen’s Advisory Council.

The Auxiliary Board is now in its 12th year, with 200 (and growing) members who volunteer, fundraise, and publicize the Big Shoulders mission. This fall, the board is sharing its expertise through tutoring, test prep, essay review, and mock interviews across the Big Shoulders Fund network.

“St. Sylvester has benefitted from the generosity of numerous Big Shoulders Fund volunteers,” commented Principal Allyn Doyle. “From tutoring students in math and assisting teachers to landscaping, painting, and reorganizing classrooms, Big Shoulders volunteers have made a big difference in the quality of the education we offer to our students.”

Jeff Apel joined the Auxiliary Board in 2007 after seeking a charity focused on early education. “Big Shoulders stood out with its amazing leadership, impressive supporters, and great families,” he said. Apel joined the Epiphany Catholic School board in 2008 and is now its chair.

“My favorite thing about volunteering on the school board is being part of a team—the principal, teachers, parents, and other volunteers from the business community. Epiphany is in the top 10 schools for enrollment growth. One of the biggest drivers of that success is annual support from Big Shoulders.”

GATX employees, led by CEO Brian Kenney, installed new furniture at a school during a recent service day. GATX employees also mentor and tutor at their two Patron schools, Academy of St. Benedict the African and St. Margaret of Scotland.

Corporate Service Days offer companies a dedicated opportunity for a positive collective volunteering experience. Terry Donnelley, president and COO of ComEd and Big Shoulders Fund board member, recently brought 30 employees to Maternity BVM School for a day of service. Donnelley embraced the spirit of his surroundings by assuming the role of “principal” for the day, with the promise of a gold star or the threat of a detention based on effort.

The Chairmen’s Advisory Council (CAC) has grown to 160 members and aims to increase support for Big Shoulders and involvement of prospective board members. The CAC also supports the Chairmen’s Emergency Scholarship, which provides tuition assistance for families in crisis. In a new endeavor this summer, CAC hosted a Night at Wrigley. For each of the 225 tickets sold, the Chicago Cubs donated $5 to support the scholarship.

A fun program that benefits schools with financial support and the volunteers with some outdoor exercise is the Big Shoulders Fund Racing Team, which last year raised more than $100,000 at the Bank of America Chicago Marathon and the Chicago Half Marathon. This fall, 69 individuals were part of the Racing Team, up from 31 members in 2013.

Auxiliary Board member and engineer Chris Goebbert shares his love of the markets with St. Agnes School through the Big Shoulders Fund Stock Market Program, which brings business professionals into eighth grade classrooms to teach basic concepts related to the financial markets, personal savings and investing concepts, and careers in the financial industry. “I took an economics class in high school that taught me the basics of investing, and it forever changed my life financially,” noted Goebbert.

“I owe that teacher a lot and wish he knew the difference he made on my future. I hope some of the lessons in this program resonate with the kids. If I can make an impact on even one kid’s future the way my teacher did with me, my mission will be fulfilled.”

Goebbert also served as 2018 Big Shoulders Fund Ball Co-Chair.

For information about volunteer opportunities, contact Kevin Pitts, Assistant Director, Volunteerism and Engagement.