Professional Documents
Culture Documents
VIII. Contacting The Appeal ........................................................................14 Appendix I Newbury Weekly News Editorial January 11, 2001 ...................15 Appendix II Excerpts From The St Martin s Minute Timelapse Video........16 Appendix IV Biographies For Executive Committee Members .......................18
I.
Executive Summary
A. Big On Results, Short Of Space St Martin s, in East End north Hampshire, won a Government Achievement Award for its performance in the December 2000 Primary School league tables. The staff are committed to building further on these results and to the continued provision of a truly excellent education for their pupils. However, the School s infrastructure now needs to be improved in order to facilitate these goals. Currently the Upper Juniors classroom also serves as the School Hall and Sports Hall. Highlighted as an issue requiring correction as a matter of urgency in the 1998 OFSTED assessment of the school, it has now been confirmed that finance for a new classroom will have to be raised privately. The St Martin s School Classroom Appeal (part of the St Martin s Capital Projects Fund, a registered charity) was set up to raise that finance. The goal is to raise 130,000 by January 31, 2003 and to have the new classroom operational by September 2003. B. Fundraising Strategy Pledges in the order of 25,000 have already been obtained. The balance of the finance will be raised from a number of sources, through a battery of clearly targeted projects. Securing a Flagship Sponsor, various levels of Corporate Sponsorship and Grants from appropriate Trusts figure significantly in the early phase in order to build momentum. Other projects, such as an Art Exhibition, a Spring Ball and Auction Of Promises, through to the launch of a Former Pupils Association and several waves of appeals to the local community will provide a steady stream of income from Quarter 2, 2001 onwards. Major local events, such as the Newbury Show and Newbury Races will be used as vehicles for auctions of promises and an internet auction will be also be conducted. A carefully constructed communication strategy will ensure that that the goals and activities of the St Martin s School Classroom Appeal are clearly understood by the key audiences of parents, donors, potential donors and Corporate Sponsors.
III. Objectives
The objective of the St Martin s School Classroom Appeal (the Appeal ) is to raise the finance required to build a new Upper Junior s Classroom and an associated extension to the School library. Detailed QS assessment of the drawings show that the build costs for the classroom and library will be approximately 120,000 at today s values. Thus, allowing for some inflation and for equipping the new classroom, the financial goal for the Appeal is to raise 130,000. The timeline for achievement of this goal is January 31, 2003. This will allow the classroom to be completed prior to the beginning of the new school year in September 2003. A. Details Of Requirement
The new Upper Juniors classroom, and the associated library extension, will be a 100 square metre, single story building of conventional brick construction. The new building will be attached to the existing School buildings and will be an integral part of those structures. The building line at the front of the School will be moved forward in order to accommodate the joining of the new and old structures and the space so liberated will be used to extend the School library. Outline drawings of the new classroom and library extension can be found at Appendix III. The new building will provide dedicated classroom facilities for the Upper Juniors, extended library facilities for the whole School and additional storage space which will, in turn, allow the removal of temporary buildings from elsewhere on the School grounds.
The structure and strategy that have been built for the Appeal addresses each of these factors.
V. Governance
There are four levels to the system of Governance under which the Appeal will be managed and administered: A. Charitable Status The Appeal will be managed under the Charities Act 1993 and will comply with all applicable regulations. The St Martin s Capital Projects Fund, under which the Appeal will be managed is a registered charity (registration number 1086831) and has a properly founded Constitution. Thus the interests of donors and beneficiaries are properly protected. B. School Governors This project was initiated by the School Governors and has their full backing. The Governors have delegated day to day management of the Appeal to an Executive Committee and retain one ex-officio seat on that Committee. C. Executive Committee The Executive Committee is an elected body composed of five members with an additional ex-officio seat for a member of the School Governors. All of the members of the Executive Committee have close ties to the school. The role of the Executive Committee is to provide strategic oversight to the fundraising effort and to be the overall project management forum for all individual fundraising initiatives. Each member of the Committee will assume responsibility for overall management of groups of specific fundraising initiatives. The members of the Executive Committee all bring specific skills to the Appeal and brief biographies of the members are attached at Appendix IV. D. Special Project Teams Each major fundraising project will be managed by an appointed project team composed of a member of the Executive Committee together with other resources pulled from the parent population or community. These teams will be set up for the duration of each initiative and then dissolved in order to best utilise the human resources available to the Appeal.
These key sources of finance will be augmented by numerous smaller initiatives. Each of the key sources is described in more detail below. Flagship Sponsorship Potential Corporate Sponsors and Grant-Making Trusts, will be offered the opportunity to become the flagship Sponsor for the Appeal.
In order to qualify to have the classroom named after their organisation, the Flagship Sponsor will have to make a donation of in excess of 30,000. Only one such Sponsor will be sought. Corporate Sponsorship Approaches will be made to major local companies in order to secure their support as Corporate Sponsors. Such Sponsorship may take the form of services rendered to the Appeal, in order to further it s efforts, or financial assistance in the form of major donations. Each potential financial Sponsor will be approached with a specific sponsorship package, tailored to that Sponsor, and will be offered the opportunity to benefit from making a significant donation. One example of such benefit might be the branding of the classroom with that Sponsor s name. To qualify as a Corporate Sponsor on financial grounds (as opposed to being simply a donor), donations will have to exceed 5,000. A system of Sponsor Tiers will be put in place with qualification for each tier being determined by the size of donation: Bronze; Silver; Gold; Platinum; Donations of 5,000 - 6,750 Donations of 6,751 - 8,500 Donations of 8501 - 10,000 Donations of >10,000
Governors The Governors have committed to pledge substantially all of their capital projects funding from the Diocese for years 2001-2003 to the Appeal. These monies may represent as much as 20% of the total target. Grants Grants will be sought from Grant Making Trusts. Approaches will be made to known local trusts and to national grant making bodies using directories to identify relevant trusts in order to provide suitable targeting data. Spring Ball and Auction There are a great many wonderful manor houses in the area surrounding the School, all with wonderful history and grounds. The owners of several of these houses have offered the Appeal the use of the grounds for events and the Spring Ball in early 2002 will be the first event to capitalise upon this opportunity.
The Ball will target high profile residents of the area with each of twenty such people being asked to raise a table of ten people. The catering and music provided at the Ball will be of excellent quality. However the funds raised by the event will come primarily from an Auction of goods and promises to be held after dinner. There have been several very successful events in this format in recent years and many of the people involved in organising those events will be involved in managing the Appeal Ball. The project team will be led by a group of parents of children at the School - one is a professional Auctioneer and another was previously responsible for organising major Corporate Entertainment events. Donations From The Community Throughout the life of the Appeal, a total of four waves of appeal letters will be sent to different target audiences. These target audiences will be: Wave 1 - a small number of private benefactors from the locality of the school who will be invited to join a scheme of fixed annual donations throughout the life of the Appeal Wave 2- known commercial and private donors in the local area Wave 3 - repeat of all possible commercial donors with a sub-mailing to previous donors Wave 4 - newly identified private donors in the local area
For private donors, guidance on Gift Aid will be provided by the Appeal. Art Exhibition The School Association has run a highly successful Art Exhibition early each year for some time and the Appeal will benefit from the experience gained by the Association with that event. However, the scale of the Appeal event will be larger with Donnington Priory in Newbury, the Auction venue for Dreweatt Neate, being the venue. The Exhibition has been timed to coincide with a viewing for a Dreweatt Neate auction in order to maximise the opportunities to acquire passing trade in addition to that attracted by a publicity campaign. Artists from the wider area of Hampshire, Berkshire and Wiltshire will be invited to exhibit. Major Social Events The number of major social events will be limited to two in order to focus efforts and prevent dilution of available donations.
One event has already identified a Barn Dance/Hog Roast. The School Association has successfully run a Barn Dance in the past. The scale of that event will be extended to provide a suitable return for the Appeal. A second event will be planned for later in the life of the Appeal with the nature of the event being determined by the status of fundraising at that time. Musical Evenings Music is acknowledged as a speciality of St Martin s School indeed the quality of music teaching was highlighted in the 1998 OFSTED report. Furthermore, our parent Church, St Martin s in East Woodhay, is a recognised recording venue and can seat up to 300 people. In addition Peter Crawford, the Executive Committee Chairman, has contacts with musical celebrities. The Appeal will exploit these opportunities by organising two musical events, one in 2001 and one in 2002. These events will be publicised widely to attract an audience beyond the parent population and the immediate community Christmas Compact Discs As noted above, music is a speciality of the School. Thus it is entirely appropriate that the musical talent in the school is leveraged as a fundraising platform. Compact Discs of Christmas music will be recorded prior to Christmas 2002 and will be sold through local music retailers and through the Appeals website (see Section VII). In addition, the children have produced festive drawings and other artwork that will form the basis of specially printed Christmas Cards which will, once again, be sold through local retailers and on the Appeals website in addition to being sold to parents. These cards will be sold for both Christmas 2001 and Christmas 2002. Auctions Of Promises The strategy for Auctions Of Promises had originally targeted major local events that were to have brought a spending public into the local area and two such auctions had been planned one at the Newbury Show and the second at a race meeting at Newbury Racecourse. However uncertainties caused by the Foot and Mouth epidemic required these plans to be cancelled. However, a third planned auction, to be held on the internet, will go ahead using promises/goods of wider appeal. A third party auction site will be used to host the auction. Former Pupils Association
A Former Pupils Association will be set up and will be operational by the middle of Quarter 3, 2001. Potential members will be sought through escalation of the message via recent School leavers , through campaigns in the local secondary schools fed by St Martin s and by advertisements in local media. It is intended that the management of the Former Pupils Association be passed to the School Association after completion of the construction of the new Upper Juniors classroom. Raffles The conduct of raffles can provide useful levels of income but can also consume a disproportionate volume of resource in administration unless the prizes are of high value and the tickets priced accordingly. Thus the Appeal will use raffles as part of a contingency plan for 2002 with the precise tactics used being determined by the progress towards goal achieved at that time. In the meantime, a nominal value has been placed against raffles for planning purposes. C. Weighting Of Sources Of Funds Table 1 below details the relative weighting of finance raised from each of the identified sources. The data are shown gross of costs, which are estimated to be approximately 5% of the total funds raised. Table 1: Relative Weightings Of Finance By Source
Total () Corporate Sponsorship Flagship Sponsor Governors Trust Grants Spring Ball & Auction General Donations Art Exhibition Social Events Musical Evenings Christmas Cards/ CDs Auction - Internet Former Pupils Association Raffles Total Cash/Pledges() 14,000 30,000 23,500 25,000 10,000 17,000 5,000 4,000 3,000 2,500 1,000 1,050 450 136,500 % Of Target 11% 23% 18% 19% 8% 13% 4% 3% 2% 2% 1% 1% 0.3% 105%
D.
Consolidated Master Plan Each of the steps required to implement the Appeal, and to manage each element of the fundraising strategy, is underpinned by a fully detailed Project Plan. These individual plans are then pulled together into the Consolidated Master Plan, the overall schedule which is driven by two key factors recognitionof the limited resources available to manage and execute fundraising activities and sensitivity to the seasonal nature of many of the events. A third factor that influences the schedule is the possible availability of Seed Challenge finance from Government sources. Seed Challenge funds are made available by the Government early in each calendar year the concept is that the Government matches finance already raised by a charity if that matching will enable the total goal to be reached immediately. Thus the Appeal intends to have raised the requisite level of finance to qualify for Seed Challenge funds by January 2002. While application for Seed Challenge funding is an integral part of the Executive Committee s plans, the current Master Plan assumes that ALL finance will have to be raised organically by the Appeal. A contingency plan will be invoked if an application for Seed Challenge funds is successful.
E.
Phasing Of Pledges Based upon the scheduling of the Consolidated Master Plan, the build of pledges over the two years of fundraising activity is as shown in Figure 1 below.
Q2, 2002
Figure 2 below shows the contribution of funds from each key source over the life of the fundraising effort.
Figure 2: Source Of Funds By Quarter
60,000 40,000 20,000 Q1, 2001 Q2, 2001 Q3, 2001 Q4, 2001 Q1, 2002 Q2, 2002 Q3, 2002 Q4, Q1, 2002 2003
Corporate Sponsorship General Donations Art Exhibition Auction - Internet Flagship Sponsor
Governors Former Pupils Association Spring Ball & Auction Social Events
VIII.
For general information on the activities of the Appeal: Email - information@stmartinschoolclassroomappeal.org.uk Telephone - 01635 253489 Post St Martin s School East End Newbury RG20 0AF
12:09 - Lunch
14:13 - PE
14:51 - Assembly
Boiler
Lobby
Key Stage 1
Head
Lower Juniors
Has three daughters, one in Year 3, one in Year 1 and one who will be coming up to school in a few years, and a son in Year R Works as a freelance Computer Programmer Manages the finances of his own business himself Can offer the Committee technical software knowledge and a working knowledge of accounts John Easton (Secretary): Has two daughters, one in year 2 and one joining the School in September 2001 Employed as the General Manager of a Global Business Unit, for an American Pharmaceutical Consulting Company Has previously run his own company Can offer the Committee Project Management and Sales & Marketing skills
Sue Gorman: Has a son in Year 5 and a daughter in Year 2 Is a practicing Veterinary Surgeon Serves on the Editorial Board of UK Veterinary Publications Served for three years on the School Association therefore brings knowledge of how the support structure for School finance operates and a working knowledge of accounts
Peter Ridler: Has two daughters, one in Year 2 and one in Year R Has a background in Agriculture Used to run his own agricultural business but recently sold it and is still employed by the company Has sales skills and has also served on several Committees previously (but not school related)
Has a son in Year 5 and a daughter in Year 3 Employed as Sales & Marketing Director for a technology company >20 years experience in Sales & Marketing Currently serves the School as; Vice Chair of the Governors Chair of the Finance Committee
Has a son in Year 6 and a daughter in Year 4 Self-employed computer software consultant Governor of the School Chair of the School Premises Committee
Has a daughter in Year 3, a son in Year 2 and a daughter in Year R Employed as a Mechanical Engineer at the Rutherford Laboratory Chair of Governors of the School
News 19,000 already pledged Up coming Events Barn Dance July 21 Musical Evening August Art Exhibition Donnington Priory October 13
14:51 Assembly
Background Video Clips Objectives Fundraising Activities Corporate Sponsors Making a Donation Join the Former Pupils Association Contact us
St Martin's, in East End, north Hampshire, was rated as one of the country's top 100 Primary Schools in the December 2000 league tables. The staff are committed to building further on these results and to the continued provision of a truly excellent education for their pupils. However, the School's infrastructure now needs to be improved in order to facilitate these goals. Currently the Upper Juniors classroom also serves as the School Hall and Sports Hall. Highlighted as an issue requiring correction 'as a matter of urgency' in the 1998 OFSTED assessment of the school, it has now been confirmed that finance for a new classroom will have to be raised privately. The St Martin's Classroom Appeal (part of the St Martin's Capital Projects Fund, a registered charity) was set up to raise that finance and to manage construction. The goal is to raise 100,000 by January 31, 2003 and to have the new classroom operational by September 2003.
News 19,000 already pledged Up coming Events Barn Dance July 21 Musical Evening August Art Exhibition Donnington Priory October 13