Melbourne High School Foundation

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Melbourne High SchoolFoundation
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Why have a foundation?

• Existing Fundraising Bodies

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Existing Fundraising Bodies

• School
• School Building Fund tax deductible
• Library Fund tax deductible
• Langley-Courtice-Thompson Trust
• specific purpose disadvantaged

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Existing Fundraising Bodies

• MHSOBA Inc
• GMB not primarily FR think tank
• MHS Lodge scholarships limited
• Football, cricket, water polo, hockey
• self funding
• Breakfast Club self funding

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Existing Fundraising Bodies

• Parents Friends Association
• Friends of music
• Rowing fraternity
• Cadet support
• School fee program
• MHS Centenary Appeal annual giving

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Funding Proposal

• Steering Committee established
• School principal
• Mark Taft Michael Hills School Council
• Scott Green MHSOB
  
• Darvell Hutchinson Trust advisor
• Ron Beazley GMB

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Funding Proposal
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MHS Foundation

• 22 Founding Members
• Board of Directors

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Board of DirectorsComposition

• Principal
• MHS Mark Taft, Michael Hills
• Helen Szoke (Noel
  Moloney)
• MHSOBA Speros Beasley, John Hart,
• Alan Gregory (John
  Wertheimer)

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Board of DirectorsOffice Bearers

• President John Hart
• Vice President Alan Gregory (Mark Taft)
• Public officer Speros Beasley
• Company secretary Michael Hills
• Company Auditor David Parossien
  (MHS old boy)
• monthly meetings

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Initial Aims

• Constitution
• created pro bono by David Coombs of Deacons
  ( MHS old boy)

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Initial Aims

• Scholarship Trust
• tax deductible gift recipient status achieved
• Arts and Culture Trust
• initially rejected
• 22.1.09 Register of Cultural Organisations
• eligible for tax deductible
  donations
• unconditional
• cultural purpose
• MHS Foundation
• not acceptable for tax exempt or DGR (tax
  deductible) status without changing the
  constitution

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Scholarships

• Lindsay Fox scholarship
• Brookes fellowship
• Others transferred from existing donations
  2008-2009
• 85 18 - 5000 TV 25000

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Arts and Culture Trust

• Cricket and Football Sculptures

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Proposed Structure for MHS Foundation Scotch
College Model
MHS Foundation Trustee
Administration
Fund Raising
Bequests
Annual Giving
Pledges
Arts Culture
Scholarship
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Key Issues

• success in public school environment
• relationship to existing entities
• administration

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MHS Foundation Affiliate Organizations
Melbourne HS
MHS Council
Library Fund Langley,Courtice,ThompsonTrust
MHS Foundation Trustee
School Building Fund
Administration
Fund Raising
Centenary Appeal
MHSOBA Inc.
Bequests
Annual Giving
PF Assocn.
GMB
Pledges
Friends of Music
MHS Lodge
Rowing Fraternity
Arts Culture
Football
Cadet Support
Cricket
Scholarship
Other
Hockey
Endorsements
Water Polo
Breakfast
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Think Tank

• Small group of selected in house individuals
• School
• staff
• council
• MHSOBA
• GMB
• MHS old boys with expertise

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Think Tank

• Monday August 10 2009 2 hours
• Convenors
• Jeremy Ludowyck
• Colin Green
• Facilitator
• Jeremy Ludowyck

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Think Tank

• Subgroups
• Structure and Administration
• Scholarships
• Arts and Cultural Trust
• Bequests
• Annual giving appeal
• Pledge program

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Structure and Administration

• Issues
• individual entities or umbrella
• administration
• intrinsic
• existing
• school or MHSOBA
• funding

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The Rome Technique
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Structure and AdministrationUmbrella

• Advantages
• integrated program
• one stop access
• DGR and TE options
• avoid overlap
• attract external funding

• Difficulties
• existing groups
• start-up capital
• transformational donor
• administration charges
• 5 accepted norm
• minimum fee
• inflation

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Structure and Administration

• Long Term
• Foundation key for
• fundraising
• marketing
• building
• own secretariat

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Proposed Structure for MHS Foundation
MHS Foundation Trustee
Administration
Fund Raising
MHSOBA Inc.
Bequests
Annual Giving
Pledges
Arts Culture
Scholarship
Endorsements
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Scholarships

• Donations for scholarships tax
  deductible
• Purpose
• Study
• at MHS
• overseas as part of MHS course
• at MHS and subsequent tertiary course
• overseas as part of MHS or tertiary
• Mechanism
• application,selection,administration MHS
• promotion and negotiation
  Foundation
• General Scholarship 3000 X 4 years
• Bursary 500 X 4 years

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Scholarships

• attractive and useful
• Issues
• sustainability several donors
• general scholarship ideal bursary option
• transfer existing scholarships to foundation
• consider sports scholarships
• individual naming appropriate ? Corporate
• reserve fund required default
• administration charge phased in for
  perpetual

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Scholarships

• Promotion
• tax deductibility not necessary for bequest
• provide costing charges
• website and bequest advice
• public recognition
• privacy restraints
• annual report to donors

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Arts and Cultural Trust

• Register of Cultural Organizations tax
  deductible
• Aim promotion literary, performing and visual
  arts
• MHS
• Melbourne community
• Activities
• in residence programs
• contemporary artist presentations and
  exhibitions
• acceptance of gifts of artwork
• purchase of artworks
• assisting community events

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Arts and Cultural Trust

• Activities
• in residence programs
• drama production, lecture program
• contemporary artist presentations, major events
• acceptance of gifts of artwork
• purchase of artworks
• sponsor joint events with community and outside
  bodies
• funding to assist community events
• funding student productions and works
• exhibitions of art by past students
• display of art collections
• database of old boy artists etc

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Arts and Cultural Trust

• Promotion
• donor scheme gradations of awards
• ensure autonomy of Friends of music etc
• data base and mailing
• explore philanthropic sponsorship
• naming rights
• past performances to encourage revisit

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Bequests

• MHS Foundation or its trusts can receive cash
• shares
• property
• other personal assets
• may be tax deductible
• wills tax deductibility not usually an issue
• cash donations preferable

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Bequests

• change title to Gifts and Bequests
• gifts living donor
• bequests deceased estate

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Gifts Bequests

• Promotion
• awareness program
• flyer
• website
• encourage unconditional gifts
• target key groups
• rapid processing
• legal opinion panel

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Annual Giving Appeal

• accommodates all sizes of donation
• no fixed commitment
• most successful program at Scotch College
• Current program MHS Centenary Appeal
• brochure sent each year in May

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Annual Giving Appeal

• Methods
• Phone campaigns expense, time
• Email campaigns free, poor response
• Face to face time, good response
• Website inexpensive, ignored
• whole program
  promotion
• Leaving year program donation as memorial
• Year leaders
• Students as contacts

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Annual Giving Appeal

• exit year link is vital target reunions
• focus on school and current students
• avoid multiple requests
• incorporate MHSOBA birthday card
• indicate usage
• advertise events and achievements
• publicize audit of past donations
• donor recognition

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Pledge Program

• pledge cash Foundation member
  for life
• graded levels related to
  amount
• Donors
• transformational
• leadership board, committees, school
• major
• Recognition
• Usage of funds
• Follow-up
• Committee
• Promotional events and materials
• Launch

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Pledge Program

• Issues
• avoid conflict with other programs
• target reunions
• identify usage
• recognition and targeting
• Pledge Program Committee

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Pledge Program

• Promotion
• tax benefits
• identify best method for each individual
• recognition
• WIIFM indentify outcomes
• Pledge Program Committee