How Much Can You Raise?

Hi Inner Circle Member:

I just got back from Los Angeles last Sunday. The weather down there was sunny every day. While I was down there I had a chance to look at a few private schools and was impressed by the variety of school programs and options. I guess that is no surprise when close to 10 million people live there; about 1/3 of Canada’s population.

While I was there I received a number of calls from prospective clients who wanted to start their own school, and by coincidence in LA. The common thread to holding their formation project back, and for most start-up projects is access to immediate capital to retain professionals to support the project and the hard costs to build the school. Too many times groups will announce their capital campaign needs before they determine what the real capacity is to raise funds in their market. What happens then is a gap between reality and their vision, and more than likely disappointment when the funds needed for the project are not raised.

Today in my eNewsletter I am going to talk about how to develop a Pre-Campaign Capacity Fundraising Study to make sure you know what your community is prepared to donate and to what.

Enjoy the eNewsletter,

Doug Halladay
President and Founder
Halladay Education Group Inc.

www.HalladayEducationGroup.com

================================

In This Issue

================================

1. In The News

2. Services Your School Needs

3. Does Size Matter?

4. Products To Invest In To Start And Lead Your School

==================================

1. In The News

==================================

BC Elementary Schools REPORT CARD: Four public schools score a ...

Vancouver Sun - British Columbia, Canada

The FSA is the only standardized test in BC elementary schools. Four public schools scored top marks along with numerous independent schools in the latest ...

Fewer go to private schools

Cincinnati Enquirer - Cincinnati, OH, USA

In addition, in Ohio, the 3-year-old Education Choice Scholarship program helps maintain enrollment at some inner-city private schools. ...

Aga Khan ends tour of the US; visits Georgia to promote education ...

The Canadian Press – ATLANTA

In a speech Friday at a high school in Atlanta, he sought to raise awareness about the Aga Khan Academies, a $1-billion education initiative to build 18 ...

==================================

2. Services Your School Needs

==================================

>>> (A) STARTING YOUR OWN SCHOOL

Starting a school can be very challenging and you never have a 2nd chance to make a first impression. This is why you need a firm that has experience starting schools in USA and Canada. Our services include:

1. One-Day Comprehensive Overview Session and Report

2. Formal Feasibility Study

3. Detailed Business Plan Development

4. Full Turn-Key School Formation Services From Start To Finish

6. Ongoing Consulting Services and Retainer

7. Ongoing Management and Operations Services

If you would like more information about my services and range of fees related to help start your school, please call me at 1-604-868-0002, email me at info@halladayeducationgroup.com, or click on the following link to download my brochure outlining services and fees:

http://www.halladayeducationgroup.com/File/Overview_School_Formation_Fees_Services.pdf

>>> (B) STRATEGIC PLANNING

Do you want a plan to improve your school? Then you need a Strategic Plan. I can develop a comprehensive Plan that will build consensus, motivate donors, and define critical priorities and strategies for your Board and Administration to improve your school.

Click on the following link to download my brochure on our Strategic Planning process, or call me at 1-604-868-0002, or email me at info@halladayeducationgroup.com Click on the following link to download my firm’s brochure outlining Strategic Planning services:

http://www.halladayeducationgroup.com/File/heg_strategic_planning_services-1.pdf

>>> (C) BOARD GOVERNANCE WORKSHOPS

Do you want your school or non-profit to have better leadership? If so, my full-day governance workshop and online survey helps your trustees to fine-tune their performance and refocus their mandate. Please email me at info@halladayeducationgroup.com or call us at 604-868-0002 to find out more about how we can help you. Click on the following link to download my brochure

http://www.halladayeducationgroup.com/File/Board%20Governance%20Workshop%20%26%20Fax%20Back%20Form.pdf

==================================

3. Fund Raising

==================================

Fundraising for the founders of a new school is vital. Without adequate fundraising from the start, the new school will not be able to open. For a new school, startup costs will be an overwhelming focus. Founders will need to raise enough money to pay the:

• Supporting consulting fees;
• Initial administrative salaries during the planning phase;
• Acquiring land and facilities, architect’s fees, renovations, permits, etc.;
• Capital goods, equipment, computers, internet, library resources, and furniture;
• Admissions and marketing expenses;
• Advertising and recruiting faculty;
• Fundraising expenses.

In addition, founders will need to be prepared to continue fundraising once the school is operating. Parents need to understand from the outset that the school needs their generosity beyond tuition to cover the costs of operating a good school. In fact, there is likelihood that there will be a shortfall in the annual budget that will need to be addressed through fundraising.

Basic Principles of Fund Raising

• 1-2% of donors contribute 50%; 8-9% of donors provide 40%; last 90% contribute 10%;
• Asking people for money is the last step in the process…fundraising is 80% cultivation and 20% asking;
• You need to complete a Pre-Campaign Planning Study to know the capacity of your market to give and what gets them excited;
• People give to people;
• You need a sense of urgency;
• The more people that participate, the higher the level of ownership and the more they will want to give to empower the vision;
• Tell stories of what is being accomplished;
• Givers tend to ask two key questions: How was my donation used? What effect did my donation make?

Pre-Campaign Fundraising Capacity Study

It is vital that you educate your community about the fiscal necessity of fundraising. Parents need to know early on that they will be expected to contribute beyond tuition. If not there will be lower fundraising yields and increased parent resentment, and less compulsion to give.

Before you start to develop and implement your fundraising plan and case, you need to spend time determining how much money you will need. When developing an estimate, you need to be realistic and conservative, not counting on promised goods or services until you have them. Unanticipated costs should be budgeted as necessary precaution. The estimate should be detailed as possible to ensure all expenses are determined. The fundraising campaign itself will cost money ‑‑ publications, staffing, and events. A good rule of thumb is that expenses will consume 5% of the fund-raising goal.

Before proceeding with any substantial fundraising campaign, it is critical to assess both the likelihood of obtaining the funding required for success and the strength of the potential campaign leadership. It will identify:

• Gift levels and chart;
• System and approach;
• Timelines;
• Campaign leadership team;
• Gift categories (e.g., naming of buildings)
• Major donors and how much they can give.

The absence of either identifiable funding resources or key leaders will almost certainly cause a campaign to fall short, sometimes substantially of its stated goal. When this happens, the cost in money and momentum to the organization is often great and may not be rekindled. The initial investment of time and money in a Pre-Campaign Fundraising Capacity Study will pay great dividends in the long run. The planning study is the best donor cultivation tool an organization has in its pre-campaign arsenal.

The two main objectives of the pre-campaign planning study are to:

1. Assess the financial support available in the community to successfully complete the proposed project and readiness of the steering committee or identified leaders to provide the necessary momentum and infrastructure for the campaign.
2. Through the study interviews (around 40 individual interviews), educate key potential donors about the project, engage them through the solicitation of their input and address key questions/objections they have that are potential barriers to financial participation.

We can help YOU start your own school and make it happen! In our free resource, 13 Steps to Starting Your Own School, we provide TIPS and ADVICE on how you can set the foundation to start your own school. To claim your free copy of this incredible resource or order our 15-part mini eCourse on How To Start a School, visit our site right now: http://www.HalladayEducationGroup.com or email us at info@halladayeducationgroup.com

If you would like to comment on this eNewsletter story please click on the following link and add your comments on my blog.

->>> http://halladayeducationgroupinnercircle.blogspot.com/

================================

4. Products To Invest In To Start And Lead Your School

================================

Do you want effective tools to help start and manage your school? These 2 products will make a difference.

>> (A). STRATEGIC PLANNING TOOLKIT (#1 BEST SELLER)

Learn How To Develop Your Own Strategic Plan Like An Expert With This Easy To Follow, Step-By-Step, All-In-One Strategic Planning Toolkit and Manual. Get all the details here:

http://www.halladayeducationgroup.com/products/stratgic_planning_toolkit.php

>> (B). WEBINAR SERIES – DISCOVER FROM EXPERTS HOW TO START A SCHOOL (#2 BEST SELLER)

Are you still struggling with starting your School, College, University, or Institute? You are not alone. I share with you how to start a school from the words of those who have been in the trenches and understand how to put a school together efficiently and cost effectively. These include:

1. Independent School Formation: The Critical First Steps

2. 9 Secrets To Starting A US Charter School

3. 8 Golden Rules of Starting a Junior School

4. Starting a Successful Private Senior School from the Ground Up

5. 10 Steps To A Winning Strategic Plan

6. The Whole Enchilada - All 5 Webinars at 40% Off

Get all the details here:

http://www.halladayeducationgroup.com/products/webinaroverview.php

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

To your success,

Douglas Halladay
President and Founder
Halladay Education Group Inc.

www.HalladayEducationGroup.com

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

P.S. Do not forget to check out our secure Online Store for ways to invest in improving or starting your own school or non-profit. Here is the link:

--> http://www.halladayeducationgroup.com/products/products.php

Meet Our Team

Hi Inner Circle Member:

I told you in my last eZine that I would be making an exciting announcement about our expanded team of Senior Associates at Halladay Education Group.

I have been fortunate enough to have 7 experienced senior educational leaders join HEG’s team. They have lead the start-up of +25 schools in Canada, the USA, and internationally. They have led a combined +30 schools with over 350 years of experience guiding some of the most prestigious schools in North America, the Middle East, and Asia.

Their schools have used a variety of curriculum and programs including: International Baccalaureate, US-based, Canadian-based, special needs, co-ed, all-girls, ESL, boarding, day, urban, rural, and more.

You can see the time by clicking on the following link:

>> http://www.halladayeducationgroup.com/consultants.php

================================

ACCREDITATION EXPERIENCE

================================

They have accreditation experience with:

• Western Association of Schools and Colleges
• Canadian Association of Independent Schools
• Ministry of Ontario
• Ministry of British Columbia
• International Baccalaureate
• Council of Independent Schools
• Middle States of Colleges and Schools
• New England Association of Colleges
• And more!

================================

SCHOOL FORMATION PROJECTS

================================

We have been involved in starting the following schools:

• Dalian Maple Leaf International High School –www.mapleleafschools.com
• Chatsworth International School – www.chatsworth.com
• The American School of Ulaanbaatar – www.asu.edu.mn
• Canadian School of India – www.cisb.org
• British Columbia Canadian International School of Cairo – www. bccis.net
• Island Pacific Academy (IPA) – www.islandpacificacademy.com
• Sage Hill School – www.SageHillSchool.org
• Santa Ynez Valley Christian Academy – www.syvca.com
• Fisher Island Day School – www.fids.org
• West Point Grey Academy (WPGA) – www.wpga.bc.ca
• Aspengrove Academy – www.aspengroveschool.ca
• Stratford Hall – www.stratfordhall.ca
• Southpointe Academy – www.southpointeacademy.ca
• Lax Kw'alaams Academy
• Center for Arts and Technology (CATO) – www.digitalartschool.com
• Stenberg College – www.stenbergcollege.com
• And more!

================================

OUR TEAM

================================

Mr. Douglas Halladay – President: Doug has +25 years experience as a Senior Leader in new and established public and private schools, including schools that are co-ed, all-girls, boarding, equestrian (only one in Canada), International/multi-cultural community, ESL, the largest learning disability school in Western Canada, and a founding Head. He has held positions as Superintendent, Head of School, Deputy Head, Director of Senior School, Senior Curriculum and Resources Coordinator for the Ministry of Education, K to 12 teacher, and project leader. He has accreditation experience with NAIS, CAIS, ISA, WASC, IBO, and BC. Mr. Halladay has taught over 40 different courses at the K-12 level. In addition, he has been a Department Head, Chaired numerous Accreditation Committees, Staff Committees, and Professional Development Committees, as well as a background in Training in Clinical Supervision for new teachers. Mr. Halladay's credentials include a B.A. from SFU; a Teaching Certificate from UBC, and a M.A. in Educational Administration from SDSU; along with a Fund Raising Certificate from the Institute of Charitable Giving and a Peer Counselor Certificate from SDSU. Mr. Halladay has a comprehensive knowledge of K to 12 educational trends with his experience developing 20% of the current BC curriculum and policies.

Mr. Bill Wan – Senior Associate: Bill is a Chartered Accountant by profession, who graduated from the University of British Columbia with a Bachelor of Commerce degree, majoring in accounting and management information systems. Mr. Wan joined the public sector, specializing in commodity taxes for more than 10 years. In 1995, Mr. Wan assisted a group of parents in the formation of an independent school on the West side of Vancouver. Since then, he has developed a keen interest in school administration and has been actively involved in the formation and management of +8 university preparatory, independent schools in Canada and USA. Mr. Wan has donated his time and services to a number of professional and charitable associations, including the University of British Columbia Alumni Association as the Director of the Board. Mr. Wan was a member of the Board of TEC The Education Company, and Chair of its Audit and Finance Committees. He formed and developed a consulting practice and investment portfolio with extensive interests in real estate development and education (including co-founding West Point Grey Academy in Vancouver). In addition, Mr. Wan co-founded TEC, a dynamic, profitable company in the post-secondary education industry. TEC owns 3 accredited colleges in the healthcare (nursing), animation, film and recording industries with campuses.

Mr. Gary Diamond ‑ Ontario-Based Program, WASC, International School Formation Specialist Gary is experienced starting Canadian-based International schools. Gary was an Education Officer with the Ontario Ministry of Education where he held the positions of Provincial School Attendance Counselor and Coordinator of Private Schools. Gary has experience as a teacher, Department Head, and Principal in Ontario's private and public schools. As Provincial Coordinator of Private Schools Gary was responsible for creating and monitoring agreements between international schools that wished to offer a Canadian curriculum and the Ontario Ministry of Education. He has worked with international schools in China, Hong Kong, Mongolia, India, Malaysia, Singapore, United Arab Emirates, Romania, Trinidad and Tobago, and Europe. He has worked with international schools to assist them with guidance to offer a Canadian program; recruiting teachers and administrators for overseas schools; review of curriculum to ensure consistency with ministry guidelines; and assisting overseas schools with implementing the International Baccalaureate program and the W.A.S.C. accreditation process. Gary mentors overseas principals and conducts in-service training for DIrectors and Boards of international schools.

Mr. Bob Pearmain – International Baccalaureate and Search Specialist: Bob has been involved in K-12 education for + 40 years. He served as a secondary school Principal and Associate Superintendent in the 50,000 student strong Vancouver School Board. He introduced the IB Diploma Program at his school and quickly became involved in the governance of the Organization serving as the first non-European President of the Heads of IB Schools Association, President of IBNA and the Caribbean, and Secretary to the IBO Governing Council of Foundation. Internationally, he has visited schools on every continent and served on 4 Council of International Schools accreditation teams, in addition to serving or leading +75 IBNA pre authorization school visits in North America. Bob has been involved in the formation, growing and nurturing of independent schools in Canada and the United States and the searching for Heads of Schools and teachers for international schools in Asia, the Middle East and North America.

Mr. Clint Wilkins ‑ US-Based Program, CAIS, WASC School Formation Specialist: Clint was founding Head of Sage Hill School, Orange County's (CA) first non-denominational independent high school, which today serves 450 diverse and motivated students. Clint worked closely with the board of trustees to raise $30 million in to fund the construction of a state-of-the-art campus and the school’s first five-year operating budget. Clint's early career is highlighted by his service at Sidwell Friends School in Washington, DC, where he was the Principal of the Upper School for many years and Assistant Head. In addition, he was a Principal of the Upper School at Friends School in Baltimore. Clint was also the CEO of Moorestown Friends School in New Jersey, as well as the CEO of the College Preparatory School in Oakland. He has been a Visiting Scholar at Stanford University School of Education, specializing in charter schools and most recently an Associate with the Skoll Centre for Social Entrepreneurship at the Said Business School, University of Oxford. He is experienced in starting and leading US-based schools and accreditation with WASC, NEASC, and CAIS, MSACS.

Mr. Jim Hopson – US-Based & Christian School Formation Specialist: Jim is the founding Head of Santa Ynez Christian School in California. It is a PreK-8 independent, co-ed, preparatory school of 175 students. Jim has +40 years of Christian Educational experience, with 34 years as a Principal of Junior and Middle Christian Schools, and Superintendent of three of the largest Grade PreK-12 Christian Schools on the US west coast. In addition, Jim has served on the Association of Christian School International board, a District Reprehensive for ACSI and the NGOS Board of Directors, and a Seminar Leader for ACSI conventions. He has a thorough understanding of all aspects of Christian Education from the Board level down to the plant management. He has served on 5 accreditation teams for ACSI and a 4-year term on the ACSI National Board. He has taught a masters level course on Christian Philosophy for Biola University. Jim has provided oversight to budgets ranging from start-up to +$45 million projects. He has completed the DMA training course for Development Directors and worked with over 25 different schools in the Strategic Planning Process.

Ms. Carole Al-Kahouaji – International Baccalaureate International School Formation Specialist: Carol is an effective project and program manager, director, and mentor, with extensive experience in starting and leading international schools. She was the founding Director of two K-12 International IB schools in Syria and a Head of an International school in the US. She is an experienced IB trainer, as well as working on authorizing accreditation teams for IBO, MSACS, CIS, NEASC, and WASC.

Mr. Carl Savage – BC-Based Program, International School Formation Specialist: Carl has 42 years experience as a teacher and public - private school administrator. He has worked in Ireland, England, Canada, China, and Egypt. He was the key Administrator and BC-Agent for Dalian Maple Leaf International School in Dalian, China, and the International School of Cairo. He has a wealth of experience as a public BC-certified school Principal at the K-12 levels. He is experienced with starting BC-based international schools in China and the Middle East and accreditation requirements, and recruiting teachers for offshore schools.

Mr. Jerry Zank – US-Based School Formation Specialist: Jerry is the founding Head of Fisher Island Day School in Miami, Florida. Fisher Island is a PreK - 5 Day School that serves a gated community on Fisher Island. Jerry has also been the Headmaster of a number of US-based independent college PreK-12 prep schools in Florida and Arizona with +125 staff and annual operating budget of +$9 million. He is experienced with starting and leading US-based schools and accreditation with WASC, NEASC, and MSACS.

================================

SERVICES

================================

HEG offers a diverse range of services to serve its clients in the education sector. We provide customized solutions, including:

• Independent-Private School Formation, Expansion, Mergers, and Acquisitions
• Site Selection and Zoning
• Advising on financial structures and Grants
• Government Education Regulatory Relations
• School Management Services
• Strategic Planning
• Board Governance
• Head of School Evaluation & Support
• Head of School & Faculty Searches
• Institutional Assessments & Audits
• Publication Development & Admissions
• International Marketing & Recruiting
• Market and Constituency Surveys
• Policy, Handbook, & Bylaw Development
• Fundraising & Development

Please contact me at 604-868-0002 or email me at info@halladayeducationgroup.com if you’ve any questions or would like to move forward. We are looking forward to working with you and your team.

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

To your success,

Douglas Halladay

President and Founder
Halladay Education Group Inc

www.HalladayEducationGroup.com

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

P.S. Do not forget to check out our secure Online Store for ways to invest in improving or starting your own school or non-profit. Here is the link:

--> http://www.halladayeducationgroup.com/products/products.php

=======================================================

Copyright © 2007 Halladay Education Group Inc – All Rights Reserved