Haileybury Foundation Report on Giving 14/15

HAILEYBURY FOUNDATION REPORT ON GIVING 2014/15

T

he mission of the Haileybury Foundation is to financially support the School and to give those less fortunate the opportunity to attend the School.

[ contents ] Chairman’s Message

2

Principal’s Message

5

Director of Development’s Message

6

Foundation Board

9

Foundation Programs

10

Bequests

13

Levels of Recognition

14

How to Give

17

Donors

18

Donations

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[ chairman’s message ] O

ur School began with humble roots and raw

already donated and pledged within five years. This

determination back in 1892 – yet today it

generosity has already been put to work, funding

•

To successfully roll out further scholarships for next year.

stands as Australia’s largest private school, and

six existing Foundation scholarships and working

arguably one of its most forward-looking and

towards an additional 10 more to begin in 2016.

We are all voluntary Board members and all others

value-adding. So too did the Haileybury Foundation

In partnership with the School, your Board is now

involved are staff members, so our donors have

start off with humble roots and raw determination

satisfied that we can fund these scholarships

absolute certainty that their tax-deductible gifts are

– but only in 2010. Already, we have achieved

and start work on building an endowment fund to

directed 100% to their chosen cause.

much and look forward to doing so much more.

ensure that our corpus grows and provides benefits

Through the generosity of Old Haileyburians,

to students and School in perpetuity. A prudent

We look forward to you helping us do more in 2015

investment strategy is in place to achieve this.

and beyond.

current and past parents, Councillors and Life Governors, the HMA, Parents & Friends of

This year our goals are simple and effective:

Castlefield, staff, the Uniting Church Fund, the

•

To double the number of donors

William Buckland Foundation and a number of

•

To increase our brand recognition throughout

alumni bequests, we have already raised over $1 million in donations. Through a further number of

the Haileybury community •

generous Winged Heart Society bequests, we have pledges of a further $4 million. That is $5 million

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•

To achieve a satisfactory rate of return on our

Neil Sutcliffe

endowment

Chairman, Haileybury Foundation

To make giving easy

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4

[ principal’s message ] O

ne of Haileybury’s great strengths in

it is offering a life-changing experience for some

ongoing development of the School and assist

Melbourne is the wonderful diversity of the

young people. It is also ensuring that the School

with maintaining a strong and vibrant student

student body. They come from nearly 60 different

student community retains its great diversity

population.

ethnic backgrounds and from suburbs right across

which contributes to making the School such an

this great city. Much of Haileybury’s student

interesting place to be.

population is aspirational with a great desire to

The Foundation has made a great start under Neil Sutcliffe. The students who are receiving

work hard, make something of themselves and

Haileybury’s vision is to be recognised as a ‘great

the Foundation Scholarships are particularly

contribute back to society. This is of course

world school’. In recent years we have made

appreciative.

encapsulated in Haileybury’s mission to ‘Develop

strong progress in this direction with exceptional

high achieving students who are connected

academic performance and running strong

globally, to each other and to the communities in

programs in China and Timor Leste as well as

which they live and which they will serve’.

developing the Haileybury Wuqing Campus.

Haileybury City is also a part of the School’s

The Haileybury Foundation, particularly through

exciting developments.

its Scholarship Fund, is developing the capacity

Derek Scott Principal, Haileybury

to assist students who would not otherwise be

However, to be a great world school, we must have

able to afford a Haileybury education. It doing so,

a strong foundation which can contribute to the

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[ director of development’s message ] H

aileybury Foundation is pleased to announce

who would not ordinarily be able to attend our

scholarships have been named after former

that since our inception we have received over

great School. Donations large and small contribute

student Julian Savulescu (’81) who was the

immensely. We are very grateful to those donors

recipient of a scholarship during his time at

who contribute to Haileybury either on an annual

Haileybury from former Principal Michael Aikman.

We are equally delighted that bequests totalling

basis or more regularly throughout the year.

Julian is now the Uehiro Professor of Practical

over $4 million have been confirmed by individual

We thank those of you who have made one-off

Ethics at the University of Oxford.

members within the Haileybury community.

contributions and encourage you to remain active

$1 million in donations to our three Funds.

Our first recipient of a Haileybury Foundation

with your gift giving to Haileybury Foundation. You

William Buckland Foundation Indigenous

are making a difference!

Scholarships

Scholarship, Edward Chua (2014), would not have

The William Buckland Foundation and Haileybury

had the opportunity to do so had it not been for

Haileybury Foundation is currently offering the

currently offer two full scholarships for children

Haileybury Foundation. Edward excelled while at

following scholarships thanks to the generosity of

of Indigenous background. Both students are

Haileybury. He was Vice Captain of the School,

its donors and benefactors:

attending our Berwick Campus.

hopes to pursue a career in pharmacy while at

Savulescu/Aikman Scholarship

Geoffrey Patience Scholarship

university.

Two students are currently receiving Savulescu/

The Geoffrey Patience Scholarship is offered to a

Aikman Scholarships generously donated by

student going into Year 10 who proposes to study

the M.S. Newman Family Foundation. The

Science until the end of Year 12. It was named

continues to be an outstanding musician and

Haileybury Foundation continues to support those

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after the late Geoffrey Patience (OH ’60) who was an outstanding rural GP in Benalla and a strong contributor to the community.

Clark Club Scholarship The Clark Club Scholarship is offered to a student studying Humanities from Year 10. It has been donated by members of the Clark Club who are Old Haileyburians who have graduated over 50 years ago. The Clark Club is named after former member of staff Brian Clark.

Russell Davidson Director of Development, Haileybury Foundation

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Neil Sutcliffe Chairman

Scott Doran Advisor

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[ foundation board ]

Tom Poulton

Darren Scammell

Duncan Sutherland

Board Member

Board Member

Board Member

The Foundation’s Executive Officer is Russell Davidson, who is the Executive Director of the Derek Scott

Russell Davidson

Old Haileyburians’ Association, and Haileybury’s

Advisor

Executive Officer

Director of Development & Alumni Relations.

9

[ foundation programs ] T

hrough the establishment of the Foundation’s

The Scholarship Fund and the Building Fund

The Haileybury Scholarship Fund helps make

Scholarship Fund, Haileybury is committed

are each Funds of Haileybury Foundation. The

the benefit of a Haileybury education available to

to an affordable education of students from every

Library Fund is a Fund of Haileybury itself, but

students who might not otherwise be able to afford

background.

is administered by a committee of Haileybury’s

the Haileybury experience.

Council consisting of the same people that The values of Haileybury promote academic

constitute Haileybury Foundation’s Board of

The Haileybury Building Fund and the Haileybury

excellence, social justice and an international

Directors. Each Fund is a ‘deductible gift recipient’

Library Fund help build resources for the benefit

outlook. Haileybury attracts and retains students

for taxation purposes. Gifts to the Funds are

of current and future generations of Haileybury

from all backgrounds who aspire to achieve the

therefore deductible for income tax purposes.

students.

highest standards through a Haileybury education.

An education at Haileybury offers a broad social A donation to the Haileybury Scholarship Fund

experience to students, while also giving them

enables less fortunate Australian students to

immense opportunities in areas of sporting and

experience a Haileybury education and helps those

artistic endeavour. Haileybury’s continued strong

students achieve their full potential.

academic focus, which has produced outstanding results in the NAPLAN testing program and at VCE

Every donation to the Haileybury Scholarship Fund

level, helps its students prepare themselves for

will help make a difference to the education of

higher education and a wide range of careers.

young people.

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[ bequests ] the winged heart society

G

ifts to the Haileybury Scholarship Fund, the

assets (such as shares, real estate, a painting, or

provisions, and contact details for legal assistance

Haileybury Building Fund and the Haileybury

the proceeds of a life insurance policy). A bequest

at discounted rates. This information can be found

Library Fund are deductible for income tax

might also be made of all or a specified percentage

under the drop-down menu headed ‘Giving’ on the

purposes.

of the residue of your estate (that is, what is left

website.

after all specific wishes have been dealt with).

A bequest to Haileybury or Haileybury Foundation is not tax deductible, but is nevertheless a wonderful

If you make a bequest to Haileybury or Haileybury

way to help the School community into the future,

Foundation and inform the Foundation that you

beyond your lifetime. A bequest might be made

have done so, you will be recognised as a member

for the general purposes of the School, or you

of the Winged Heart Society. Bequests of certain

might wish your gift to be applied to a particular

monetary amounts (or of non-cash assets of

purpose – for example, towards a scholarship, or

equivalent value) will also qualify you for the status

to help fund building works at a particular campus

of Friend, Benefactor, Fellow or Patron of Haileybury

with which you or your family have been closely

Foundation.

associated.

The Haileybury website contains more details on A bequest to Haileybury or Haileybury Foundation

how to make a bequest to Haileybury or Haileybury

can be of a monetary amount, or of particular

Foundation, including specimen Will and Codicil

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[ levels of recognition ] T

o recognise the generosity of donors to the

Membership of the Winged Heart Society will

Haileybury Scholarship Fund, the Haileybury

be given to those who confirm in writing to the

Building Fund and the Haileybury Library Fund,

Foundation that they have made a bequest to the

Haileybury Foundation is instituting a recognition

Foundation in their Will (or in a Codicil to their Will).

system, as follows: •

A Friend of the Foundation is a donor who has given up to $10,000.

•

A Benefactor of the Foundation is a donor who has given between $10,000 and $25,000.

•

A Fellow of the Foundation is a donor who has given between $25,000 and $100,000.

•

A Patron of the Foundation is a donor who has given $100,000 or more.

Recognition levels are based on cumulative giving over time.

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[ how to give ] W

e are extremely grateful to those who have

Russell Davidson

already given to the Haileybury Scholarship

Director of Development and Alumni Relations

Fund, the Haileybury Building Fund and the

Haileybury

Haileybury Library Fund.

855 Springvale Road Keysborough VIC 3173.

If you would like to renew your gift, or if you would like to begin giving to one of Haileybury’s three

Please write your name and address on the back of

Funds, then you can do so by cheque, or by using

the cheque, so that we can send you a receipt.

the online facility in the Giving section on the Haileybury website.

If giving by cheque, the cheque should be made out to the Haileybury Scholarship Fund, the Haileybury Building Fund or the Haileybury Library Fund (whichever Fund or Funds you wish to support) and sent to:

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[ donors ]

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PATRONS

Mr M Arnold (’67)

Mrs M Flockhart

M.S. Newman Family Foundation

Mr N Bell (’64)

Mr M Garwood (’76)

Uniting Church of Australia

Mr and Mrs R Bills

Dr P Goorha

Mr and Mrs P Brown

Mr R Griffiths

FELLOWS

Mr J Brown (’54)

Mr A Hawthorn

Haileybury Parents & Friends of Castlefield

Mr T Browne (’55)

Haileybury Mothers Association

Mr J De Wijn (’69) and Mrs K De Wijn

Mr W Buckland (’40)

Mr J Hall (’53)

William Buckland Foundation

Mr P Burke (’60)

Mr G Harber (’62)

Mr T Poulton (’66) and Ms W Peter

Mr and Mrs T Carnevale

Ms Jeanette Hardy

Mr and Mrs A Castricum

Mr A Home (’58)

BENEFACTORS

Mr K Chen and Mrs Y Wong

Howell family

Mr R Fildes (’58)

Mr P Corrie (’60)

Mr D Jenner (’61)

Grenda Foundation

Dr H Das

Kemner Pty Ltd

Mr R Holding (’66)

Mr G Dickinson (’62)

Dr J King

Mr and Mrs G Di Martino

Mr and Mrs P Kromlidis

FRIENDS

Mr M Evans (’55)

Mr and Mrs A Kuperman

Mr P Armitage (’60)

Mr and Mrs P Finn

Mr D Mansell (’53)

Mr A Freeman (’72)

Old Haileybury Cricket Club

Ms T Lay

Mr G Quirk (’84)

Mr N Werrett (’71) & Joan Allen and families

Mr D Lennie (’60)

Mr V Ravindran

Mr D White

Mr G Macaulay (’60)

Mr D Reynolds (’66)

Ms P McDonald

Mr N Rickards (’72)

Mr L McLennan

Mr C Shattock (’60)

MEMBERS OF THE WINGED HEART SOCIETY

Rev EJM Millar

Mr J Sher (’52)

Mr Tony Avery

Mr D Mills (’60)

Mr M Shill

Mr Robin Fildes (’58)

Mr J Milne (’73)

Mr P Smith (’49)

Dr Ross Sundberg AM QC (’60)

Mr Ross Milne-Pott (’63)

Mr and Mrs B Solly

The late Mr Frank Northcott

Ms S Mulholand

Sodexo

The late Mr Alec Sewell (’26)

Dr J Nurhardi

Mr N Sutcliffe

Mr T O’Connor (’70)

Mr D Sutherland (’60)

Mr P Maroney (’52)

Ms R Thatcher

Mr A Patience (’64)

Mr P Trewin (’56)

Mr C Phillips (’73)

Prof E and Mrs K Wallace

Mr C Piper (’62)

Mr M Ward (’58)

Mr S Price

Mr and Mrs P Watson

Mr A Pritchard

Mr I Watterson

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[ donations ] D

onations to Haileybury Foundation have now exceeded $1 million. In its sixth year

of operation, Haileybury Foundation has been fortunate to receive bequests and donations totalling over $750,000. In this period, we have been extremely fortunate to have received the support of over 40 donors including a large number of firsttime donors to the Foundation.

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Total Donations Per Year

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HAILEYBURY FOUNDATION 855 Springvale Road Keysborough VIC 3173 Australia +61 3 9904 6140 www.haileybury.vic.edu.au