The Generosity Forum

Conversations in Changing Philanthropy

Philanthropy is changing. Fast.

The last few years in Australia have seen the rise of a dynamic philanthropic environment including the emergence of collective giving, community foundations, and impact investing. And the number and size of large donations has increased substantially too.

If you are part of the philanthropic community, then the Generosity Forum is a great place to learn and network. Whether you’re a donor, funder, advisor, nonprofit/charity executive, social entrepreneur, impact investor or connected to philanthropy in some other way, the Forum will help you understand how the giving landscape is shifting and the implications.

Program highlights include:

  • Latest trends and emerging developments in Australian philanthropy
  • Leading philanthropists share their perspective on giving
  • Giving case studies
  • Best practice giving insights
  • Family philanthropy
  • What does the future hold? What are the challenges and issues?
  • “How-to”, tips and practical guidance on giving

Speakers and panellists include some of Australia’s leading donors/funders, industry experts, advisors and specialists in philanthropy.

So, please, come and join in, let’s expand the giving conversation!

Presented by:



Fast Facts

When: Tuesday, May 24, 2016
Rendezvous Hotel, 328 Flinders St,       Melbourne Victoria

$770 plus GST

Time: 8.30am to 5pm



Presenter/Panellists Topic
Maree Sidey, Darren McConnell, Paul Wheelton OAM Community Foundations – their place in the philanthropic landscape
Tom Hull, Rikki Andrews, Gillian Hund Collective giving…making philanthropy more accessible
Ben Gales Intersection point – impact investing and philanthropy
John McLeod Are Private Ancillary Funds (PAFs) living up to their potential?
David Ward The pros and cons of different philanthropic vehicles
Dr Squirrel Main, Prof. Kristy Muir Measuring the impact of your giving
Sarah Davies Philanthropy in Australia – the times they are a changin’
Susan Alberti AC A life of giving
Audette Exel, Anthea Hancocks What does it mean to be innovative in philanthropy?
Simon Lewis How families think and respond to philanthropic need
Lisa Powell, Amanda Miller, Sam Hunt Passing on the philanthropic gene
Tara Hunt, Dr Bruce Gray, Genevieve Timmons Philanthropy in action – funder case studies
Chris Cuffe, Angela Catterns AM Angela Catterns interviews Chris Cuffe about his philanthropic journey


Topics and Presenters

Community Foundations – their place in the philanthropic landscape

The number and strength of community foundations have grown in Australia over recent years, and this panel discussion will explore their growing popularity and point of difference in Australia’s philanthropic landscape.

The Lord Mayor’s Charitable Foundation Chief Financial Officer Darren McConnell and Australian Communities Foundation Chief Executive Officer Maree Sidey will be joined by donors to their foundations to discuss the role of community foundations, their appeal to donors, and the kinds of causes and projects these foundations support.

Panellists: Darren McConnell, Paul Wheelton, Maree Sidey and TBA

Darren McConnell, Chief Financial Officer, Lord Mayor’s Charitable Foundation (LMCF)

Darren McConnell cropped

Darren has been the Chief Financial Officer of the Lord Mayor’s Charitable Foundation since 2013. In that role he liaises with investment advisers and the Board Investment Committee and is responsible for financial management of the Foundation including the grants and community initiatives. Darren is an active participant in the Foundation’s social impact investment program and is a mentor on the Foundation’s Youth in Philanthropy program.

Darren has extensive experience in the financial management of philanthropic foundations and in professional private practice. He was a former Senior Accountant at the Myer Family Company (including the Myer Foundation and the Sidney Myer fund) and former Finance Executive for the Helen Macpherson Smith Trust, and former Company Secretary and Treasurer of the Macpherson Smith Rural Foundation.

Darren is committed to community philanthropy and the notion that everyone, whatever their wealth, can be a philanthropist

Paul Wheelton OAM, donor to Lord Mayor’s Charitable Foundation (LMCF)

Paul WheeltonPaul is a Melbourne-based entrepreneur and philanthropist. Born into a family of modest means, Paul went on to build a successful business career including owning Australia’s largest Budget Rent-A-Car franchise group and luxury resorts in Indonesia and Queensland.

Paul now devotes 80% of his time to charity and regularly makes significant donations to a range of causes. He currently holds the following positions among others: Chair – Budget Licensee Advisory Council; Non-Executive Chair – Life Education Victoria; Board Member – Life Education Foundation; Chair – Bali Children Foundation; and Chair – Order of Australia Assoc. Victoria. Paul acts in an advisory capacity to several other children’s charities and holds several patron positions within the sector. Paul was awarded the Order of Australia Medal in 2009 for services to a range of children’s charities.

Maree Sidey, Chief Executive Office, Australian Communities Foundation

Maree SideyMaree is the Chief Executive Officer of Australian Communities Foundation (ACF), the oldest and most established independent community foundation in Australia.

In 2014 Maree won a fellowship through the Harvard Club of Australia to do a course in Strategic Perspective in Non Profit Management and Non Profit leadership.

Previous roles include Head of Community Programs & General Manager, Good Sports; and Director of Communications and Public Relations at Headspace National Youth Mental Health Foundation.


Collective giving…making philanthropy more accessible

The launch of several new collective giving groups in Australia in recent years is providing a new entry point into philanthropy. Collective giving is democratising philanthropy by allowing people to give at levels that suit their budget, but empowers them through seeing the larger impact of their gift when combined with others.

It’s about attitude, not wealth. It’s about the coming together of like-minded people in a collegial spirit for the greater good.

In this panel discussion members from three giving groups – The Funding Network, Impact100 Melbourne and Melbourne Women’s Fund – will discuss what’s working and why in this emerging space, and the motivations behind the setting up of these innovative philanthropy groups.

Panellists: Tom Hull,  Rikki Andrews, Patricia Burke

Tom Hull, General Manager, The Funding Network

Prior to his current role as General Manager with The Funding Network, Tom had more than 15 years of experience as an international brand and communications specialist. Previous roles include Head of Account Management at Profero in New York, and Account Manager for global advertising agency M & C Saatchi in London. In these roles he advised on communications strategy and implementing consumer engagement programs for global brands including Sony, Virgin, Pepsi, Microsoft and British Airways.

Tom’s Bachelor’s degree in English and philosophy reflects his longstanding interest in philosophy and social responsibility, and he recently completed a post-graduate degree in Social Impact at the Australian School of Business (UNSW).

Rikki Andrews, Founding Committee Member, Impact100

Rikki AndrewsA highly experienced lecturer, trainer and researcher in philanthropy and social investment who describes herself as a ‘philanthrocrat’, Rikki Andrews recently took up the position of Philanthropic Relations Manager at Deakin University.

Rikki is also a Board Member of the Inner North Community Foundation and a founding committee member of Impact100 Melbourne. Rikki has worked for a private family philanthropic foundation, and more recently she was the Community and People Development Program Manager at the Geoffrey Gardiner Dairy Foundation.

In recent years Rikki has lectured in grant making, fundraising and corporate social investment at Swinburne University as part of the Masters in Commerce (Philanthropy and Social Investment) program.

Gillian Hund, Co-founder, Melbourne Women’s Fund

Gillian HundIt was when she was studying towards a Master’s of Social Investment and Philanthropy at Swinburne University that Gillian Hund met fellow student Patricia Burke. Sharing an interest in the concept of giving circles, the pair went on to co-found the Melbourne Women’s Fund in 2014, which is a sub-fund of the Lord Mayor’s Charitable Foundation. Describing collective giving as a ‘very democratic’ form of philanthropy, Gillian is quite the trailblazer and has attracted more than 100 members to the fund.

An experienced business woman, Gillian co-founded Copeland Publishing in 1989, a company that is still going strong 25 years later. Gillian currently works part-time as grants administration officer at The Jack Brockhoff Foundation.


Intersection point: impact investing and philanthropy

Impact Investing aims to generate positive social and environmental change as well as financial gain. With the potential to address some of our most intractable societal challenges, it’s becoming increasingly popular in Australia.

Ben Gales is fascinated by the intersection of philanthropy and impact investing and will share some of the trends he is seeing in this rapidly developing area, including the fact that many family offices are finding it’s better for them to use their own personal capital to make an impact, rather than the foundation’s capital. Is this a good or a bad thing? Ben Gales will explore.

Presenter: Ben Gales, Chief Executive Officer, Social Enterprise Finance Australia (SEFA)

Ben GalesBen is Chief Executive Officer of Social Enterprise Finance Australia (SEFA), an organisation that provides tailored financing to social enterprises on commercial terms. He’s in a prime position to monitor how impact investing is intersecting with philanthropy through his role as convenor of the working group on impact investing for the Prime Minister’s Community Business Partnership. This role involves advising the government on practical strategies to foster a culture of philanthropic giving, volunteering and investment in Australia.

Ben also serves on the committee for NAB’s Investment Fund. Previous roles include Principal Advisor for the NSW Treasury, Economic Advisor for HM Treasury in the United Kingdom and Director, Venture Capital in California.


Are Private Ancillary Funds (PAFs) living up to their potential?

In 2001 Private Ancillary Funds were launched as a new vehicle for the wealthy to use for structured philanthropy. But have they lived up to their potential?

What are the key trends and statistics around the use of PAFs? Has the philanthropic landscape changed since their inception? What are the issues and challenges around PAFs, and what are the highpoints and benefits they have brought both the wealthy and the causes they give to?

In this presentation John McLeod will review the current state-of-play for Private Ancillary Funds and discuss their potential to stimulate further growth in philanthropy.

Presenter: John McLeod

John McLeodJohn joined the JBWere Philanthropic Services team on its establishment in 2001 after 16 years in resource equity markets. In this role he researched philanthropic trends, advised clients about their giving and helped foster relationships between clients and nonprofit organisations.

After retiring from his full-time role, John is now an independent philanthropy consultant and still assists JBWere by advising clients on their giving and undertaking research into philanthropy. He now also has more time to spend on his family giving through a Private Ancillary Fund.  John is the co-author of IMPACT – Australia: Investment for social and economic benefit.


Measuring the impact of your giving –

Part 1: The Ian Potter Foundation launches into evaluation

Giving grants is all very well, but are your grants achieving what they were meant to achieve? In an Australian first, the Ian Potter Foundation appointed a full-time dedicated Research and Evaluation Officer some seven months ago, Dr Squirrel Main.

Dr Main’s work focuses on three main areas: past, present and future. Reviewing outputs and outcomes from past grants is important so that learnings can inform future granting. And helping current grantees work out the best way to evaluate and sustain their existing projects is invaluable for current grant partnerships.

Dr Main will speak about the challenges of self-evaluation and why appreciative enquiry is so important. She will also share some of the various methods the Ian Potter Foundation uses to evaluate the impact of their giving. You will take away practical ways in which you can evaluate your own grants program.

Presenter: Dr Squirrel Main, Research and Evaluation Officer, Ian Potter Foundation

Squirrel MainDr Squirrel Main has conducted evaluations since 1996 for schools, outdoor education programs, the US Department of Education, childcare settings, homelessness programs and now for the philanthropic sector with The Ian Potter Foundation. She is the first full-time dedicated Research and Evaluation Officer in an Australian philanthropic organisation.

Dr Main holds a Master’s degree in Evaluation and Policy Analysis from Stanford University and a Master’s degree in Journalism from the University of Melbourne. Her PhD (2008) research involved education evaluation using both qualitative and quantitative methods. She has held the position of Senior Research Officer at the Brotherhood of St Laurence and worked as a Research Fellow and Research Assistant to Maxine McKew at the University of Melbourne.

Part 2:  Evaluation methodologies and challenges

Dr Muir believes in matching the method to the need when it comes to evaluation. Her process involves using a range of different methods for evaluating the effectiveness of what are usually complex social issues. She is an advocate of establishing a purpose and then establishing a theory of change, and discusses this stance in an e-book she co-authored with Stephen Bennett called The Compass: your guide to social impact measurement (Centre for Social Impact 2014). Dr Muir will discuss the difference between outputs, outcomes and impact and the three overarching reasons why measuring outcomes and impacts is so important for different sectors, issues and portfolios.

Presenter: Professor Kristy Muir, Director of Research (Social Outcomes), Centre for Social Impact

Dr Kristy Muir

Kristy Muir is Research Director (Social Outcomes) at the Centre for Social Impact and Professor of Social Policy at the University of New South Wales. She works with purpose organisations to help understand, measure and find innovative solutions to complex social problems. Her research focuses on children, young people, families and communities and spans a large number of social areas, such as education, employment, disability and mental health.

Professor Muir has won more than $8 million in research funding, including from the Australian Research Council, and has published widely in Australian and international policy, sociology, social work, history and public health journals. She is particularly interested in finding innovative ways in which to measure and understand complex social problems. Before moving into academia, Professor Muir worked in the not-for-profit sector.


Philanthropy in Australia – the times they are a changin’

Perhaps more than at any other time in recent history, philanthropy in Australia is undergoing significant change, and this presents both opportunities and challenges. New and different forms of giving are emerging, approaches to community support are evolving, and new groups of people are becoming interested in giving. As the new Chief Executive Officer of Philanthropy Australia, Sarah will give her perspective on the big picture shifts that are shaping the Australian giving landscape, discuss some of the trends and issues, and what this all means for the future of Australian giving.

Presenter: Sarah Davies, Chief Executive Officer, Philanthropy Australia

Generosity_Sarah-Davies-headshotIn a recent interview Sarah said “I’m a pluralist when it comes to philanthropy. I’ve learnt that you need diversity—homogeneity is dangerous. For the philanthropic sector to thrive, we need an ecosystem that celebrates a diversity of approaches.”

In her role as the newly anointed Chief Executive Officer of Philanthropy Australia, Sarah will get her chance to encourage a diversity of approaches to giving. Watch this space!

Prior to joining Philanthropy Australia Sarah was the Chief Executive Officer of The Reach Foundation, a for-purpose organisation working to improve the wellbeing of young people so they can get the most out of life.

Sarah was also Chief Executive Officer of the Australian Communities Foundation, a non-profit charitable foundation which enables accessible philanthropy and matches its donors’ interests to emerging social issues and community needs.

Before moving into the nonprofit sector, her professional life included senior executive roles in tertiary education in Australia and private sector consulting in HR, marketing and strategy in Australia, Europe and the Middle East.

Sarah’s current community roles include Director of Kids Under Cover and board member of the Centre for Social Impact, and she is also a Member of the Australian Institute of Company Directors.


Susan Alberti AC – a life of giving

Susan Alberti AC believes in getting up and doing something to help those who are less fortunate.

With wealth generated from the family construction business, and through being a tireless fundraiser, Alberti has been giving for over 30 years, and in this presentation Susan will share the many insights and learnings she has picked up along the way.

Learn how to affect significant change as she tells how she ‘jumpstarted’ the Juvenile Diabetes Research Foundation by building relationships with key medical researchers. Be inspired as she explains why she has thrown significant support behind the Sons of the West program (through the Western Bulldogs) which helps to educate men about health, fitness and diet.

She has also successfully lobbied federal governments for tens of millions of dollars to support causes she is passionate about including diabetes research, education, health and women in sport.

Presenter:  Susan Alberti AC, Chairman, Susan Alberti Medical Research Foundation

Susan AlbertiWhen her daughter died of a heart attack related to complications caused by her Type 1 Diabetes ten years ago, Susan Alberti channelled her energy into becoming the “most influential person … and the largest philanthropic donor for diabetes” in Australia, according to Professor Paul Zimmet, Director Emeritus at the Baker IDI Heart and Diabetes Institute.

In 1994 Susan Alberti founded Walk for the Cure, an annual event in Melbourne and Sydney, which has raised more than $30 million towards the search for a cure for diabetes. But her commitment to raising money to help those in need and to further medical research goes back much further: The Susan Alberti Medical Research Foundation’s annual ball has been running for 30 years and has raised more than $10 million.

Susan gives to a wide range of causes and she is also Chair of the Victoria University Foundation and Vice-president of the Western Bulldogs Football Club.


What does it mean to be innovative in philanthropy?

Part 1 – The Adara Group Case Study

Audette Exel is a highly innovative philanthropist who for the past 18 years has shown that the power of business can be used to improve the lives of people living in extreme poverty.

Audette is the founder of the Adara Group, a unique business for purpose model whose sole purpose is to support a non-profit international development organisation, Adara Development. The Adara businesses fund all core support costs of Adara Development, allowing 100 per cent of other donations received to go directly to improve health and education for women, children and communities in need.

Acting on her concern that the kind of pro bono work that is a given in the legal world did not exist in the corporate finance world, Audette created Adara Partners. Launched in June 2015 after two years of work and support in the form of a special exemption from ASIC, Adara Partners brings together 10 of the best investment minds in Australia, including David Gonski and UBS Australia chief executive Matthew Grounds. Each member has agreed to donate 100% of their time and energy to investment deals the group will work on to generate funds for Adara Development.

Audette will share the details of how it all came together, and how she hopes this innovative model will inspire others to create similar funding vehicles.

Audette Exel AO, Founder, The Adara Group

Named by Forbes magazine as a “Hero of Philanthropy in 2014” and winner of the 2012 NSW Telstra Business Woman of the Year Award, Audette Exel has had a rich and varied career. She is the founder of the Adara Group and Chief Executive Officer of its Australian companies which help to fund Adara Development, an international aid organisation helping children in developing countries.

Audette practised as a lawyer from 1985, specialising in international finance, and was on the board of the Bermuda Monetary Authority and Chair of its Investment Committee from 1999 to 2005. At 30, she was one of the youngest women in the world to be managing director of a publicly-traded bank, Bermuda Commercial Bank, and was Chairman of the Bermuda Stock Exchange from 1995 to 1996. She was the recipient of the Economic Justice Award from the YPO Social Enterprise Networks in 2010.

Part 2 – Scanlon Foundation Case Study

Anthea Hancocks, chief executive officer of the Scanlon Foundation, will provide an overview of the findings of a new ground-breaking survey that asks Australians about their perceptions in relation to their sense of belonging, worth, social justice, acceptance and rejection and their preparedness to participate in Australian society – with a particular focus on migrant communities.

The survey is being conducted by Professor Andrew Markus of Monash University and has been done in 20 languages. Anthea will explain why research such as this is so important in philanthropy and how this research has been applied to the Scanlon Foundation’s investments.

Anthea Hancocks, Chief Executive Officer, Scanlon Foundation

Anthea HancocksAnthea Hancocks has been Chief Executive Officer of the Scanlon Foundation since 2013, an organisation that is committed to enhancing social cohesion in Australia and focuses on the transition of migrants through research, community grants and major long term projects. She is a member of the Victorian Ministerial Advisory Council for Multicultural Affairs and a member of the Interim Advisory Board for the Social Cohesion and Multicultural Research Institute.

Previous roles include senior executive roles at National Australia Bank, Melbourne Business School, Deloitte and Museum Victoria, and Associate Professor of Anthropology (Museum Studies) at the University of Arizona.


How families think about and respond to the promise of philanthropy

In this presentation, you will hear about the trends, issues and opportunities for family philanthropy in Australia. From his insights supporting Australia’s largest portfolio of Private Ancillary Funds, Simon will explain why and how families are becoming increasingly strategic in their approach to giving, and he will describe some of the practical ways in which The Myer Family Company is supporting them to translate philanthropic ambition into reality. He will discuss the variations in motivation and style of giving as well as the high level patterns emerging in family philanthropy.

Presenter: Simon Lewis, Head of Philanthropy, The Myer Family Company

Simon LewisRhodes Scholar Simon Lewis is passionate about helping individuals, families and organisations structure their giving and step into the dynamic and rewarding world of philanthropy. In his role as Head of Philanthropy at The Myer Family Company, Simon oversees programs that include workshops that help translate philanthropic motivations and values of families across to a granting strategy, provision of grant research and due diligence to identify the best investment opportunities, and evaluation and assessment of organisational programs.

Simon previously led the Philanthropy & Community portfolio for The Trust Company, now a subsidiary of Perpetual, Australia’s largest professional trustee company. He established and led a family foundation for five years called hike4hunger to raise awareness of World Food Day after a severe drought in his native country, Zimbabwe.


Passing on the philanthropic gene

Families involved in philanthropy can face some complicated issues when it comes to passing the baton for philanthropy. Does the younger generation have the same philanthropic vision and goals as their parents? Do they want to give to similar causes or to completely different ones? Do they have any interest in philanthropy? Sometimes the answer is yes, and sometimes the answer is no.

In this session you will hear how two very different organisations facilitate the development and engagement of the younger generation in philanthropy. Keys to how to get children involved with the idea of giving will be discussed, as will the challenges around developing a philanthropic vision and values for a philanthropic family.

Panellists: Lisa Powell, Amanda Miller and Sam Hunt

Lisa Powell, Director of Philanthropy, Mutual Trust

Lisa Powell

Lisa Powell has 15 years experience in public practice and holds a Graduate Diploma of Chartered Accounting and is a Member of Chartered Accountants Australia and New Zealand. She has been working at Mutual Trust for the past seven years, and was appointed Director of Philanthropy in 2014. In this role Lisa provides specialist advisory services for philanthropists, including private foundations, private and public ancillary funds and not-for-profit organisations, in the areas of taxation, compliance, structural advisory services, strategic grant making, corporate governance and Next Generation engagement.

Amanda Miller, Founding Board Member and Chair, Kids in Philanthropy

Amanda MillerAmanda is passionate about growing giving and the intersection of profit and purpose. Starting her career practicing corporate law, Amanda moved into the philanthropic sector working with not-for-profit organisations, in grant making, with inter-generational family foundations and social enterprises. Amanda is a Co-founder of Impact Generation Partners, an intermediary in the impact investing space connecting social entrepreneurs with investors seeking a social and financial return. Prior to this she worked at the Australian Women Donors Network and the Myer Family Company.

Amanda is the Chair of Kids in Philanthropy (KiP), which aims to grow the culture of giving and social change-making in Australia by engaging children and their families in meaningful opportunities to learn, grow, develop empathy and to become change makers now and in the future. Amanda has been on the Nexus Australia Youth Summit Organising Committee since its inception 2013, including Chairing the 2014 Summit. Amanda also Chairs Philanthropy Australia’s Melbourne New Generation of Giving group.

Sam Hunt, Director, Warr Hunt Pty Ltd

Sam Hunt (3)Sam’s Great-Great Grandfather, H V McKay, invented & manufactured the Sunshine Harvester and became a leading industrialist & philanthropist at the turn of the 19th century.

The Sunshine Harvester Works were sold in 1954 and part of the proceeds were donated by Sam’s Great Grandmother, Dame Hilda Stevenson and her two brothers to create the Sunshine Foundation Charitable Trust. He is a fourth generation Trustee and current Chairperson of the Foundation.

Sam, who is a Director of WARR HUNT Financial Advisors, believes being involved in the foundation is a wonderful way of transferring values between the generations and of instilling the importance of getting involved and giving back to the community. In recent years, Sam has reshaped the direction of the foundation, to focus on long term ambitions. Areas the foundation focuses on include Youth, Indigenous issues, Education, Rural and the environment.

The father of five children under the age of 10, Sam plans to involve his own children in the Sunshine Foundation in the future.

Sam is a member of the Financial Planning Association (FPA), SMSF Association and an alumni of the Williamson Community Leadership Program.


Philanthropy in action – Funder Case Studies

Why do funders support the things they do? What are their motivations for giving? How did they even get into giving? Has being a philanthropist changed their outlook or perspective? What have been some of the challenges along the way? In this session a panel of funders will share their experiences and personal perspectives on giving.

Panellists:  Tara Hunt, Dr Bruce Gray and Genevieve Timmons

Tara Hunt, co-CEO, 1 Million Women

Tara HuntA believer in Andrew Carnegie’s saying that to die rich is a disgrace, Tara Hunt recently wound up her private ancillary fund (PAF) and gave the majority of the funds to 1 Million Women, an organisation of which she is now co-chief executive officer. Although she has supported a number of causes over the years, climate change is the issue closest to Hunt’s heart, and she is one of the first people to dedicate a PAF to this cause. 1 Million Women aims to reduce the world’s carbon output through individual action.

Hunt is on the board for the Australian Environmental Grantmakers Association (AEGN), the peak membership body for environment grantmakers who share a desire to leave a legacy that will impact future generations through their philanthropic giving.

Dr Bruce Gray

While many might think that altruism is at the heart of much philanthropy, Dr Bruce Gray is not one of them. Bruce gives substantially to a range of causes including health, education, women’s shelters, indigenous youth, and teaching primary school kids about ethics. However he believes he is fulfilling his own needs when he gives to others.

Bruce built a stellar career in medicine including developing innovative cancer treatments, and he went on to found Sirtex in 1997, a company that develops and commercialises cancer treatments. Bruce generated much of his wealth when he sold out of Sirtex in 2013.

As a child growing up in an “average family”, Bruce saw the way his family supported and cared for the community, including Indigenous people, and this has influenced his outlook on life and desire to help others.

Genevieve Timmons, Philanthropic Executive, Portland House Foundation

Genevieve Timmons

Genevieve has been involved in philanthropy for more than three decades.  She is currently the Philanthropic Executive for the Portland House Foundation, a private family foundation based in Melbourne with a charter to assist people to move out of disadvantage.

Genevieve is on the board of the Inner North Community Foundation, George Hicks Foundation, and the Council for Philanthropy Australia. She is also a Fellow of Leadership Victoria, and Senior Fellow of the Johns Hopkins International Fellows in Philanthropy Program based in the USA.

In 2013 Genevieve was commissioned by the Australian Communities Foundation (ACF) to write Savvy Giving, a “how-to” book for those who want to make a start in philanthropy.


Angela Catterns interviews Chris Cuffe about his philanthropic journey

In this one-on-one interview with Chris, he will share his journey into philanthropy and the many facets this involves. Chris will discuss the origins of his philanthropy, his motivations for giving, the different ways he and his family approach their giving, and his broader views on philanthropy and how it is evolving in Australia.

Chris’s enthusiasm for giving is expressed in a variety of ways and the interview will also touch on areas such as his financial support of causes like Primary Ethics, the promotion and nurturing of philanthropy in Australia, impact investing, and measuring the return-on-investment of giving.

Chris Cuffe

Christopher CuffeIn Chris Cuffe’s world, two of his key passions, financial services and philanthropy, are intertwined. Chris built a stellar career and high profile in the wealth management field, and one of his most impressive achievements was taking a small start-up, Colonial First State, to become Australia’s largest investment manager during his 14-year tenure. In 2007 he was inducted into the Australian Fund Manager’s Hall of Fame for services to the investment industry.

Having built up significant wealth, Chris began to focus on philanthropy from around 2005, and he set up his own foundation to support various causes and community initiatives. However, not only did he want to make a positive contribution through his giving, he also wanted to promote and grow philanthropy, and one of the main ways he has done this is to launch Australian Philanthropic Services, an organisation that provides consulting and services to help high-net-worth individuals set up philanthropic foundations and fulfil their giving goals.

Angela Catterns AM

Angela Catterns (3)

Angela Catterns is one of Australia’s most experienced broadcasters and presenters. With a diverse media career in film, TV and radio she has broadcast nationally, in Sydney, in country NSW and in Washington DC.

Many will remember Angela from Simon Townsend’s Wonder World! or Mornings on Triple J. She has also presented the National Evening Show on ABC radio and Breakfast on 702ABC Sydney (where she reached Number 1 in the ratings), the Breakfast Show on Vegafm, Afternoons on 2UE and has been a frequent MC and public speaker. Angela’s music channel “Classics” is heard on Qantas planes all over the world and she is the voice of the Sydney Opera House.

A strong believer in giving back to the community, Angela is an Ambassador for Habitat for Humanity and the Public Education Foundation. She also visits residents of a large nursing home on a weekly basis with her dog Sailor: they are an accredited Delta Therapy team, as well as being part of the Classroom Canines trial program – a first for Australia.

The pros and cons of different philanthropic vehicles

When considering whether to set up a trust or foundation to structure your giving, it’s important to know the different options available to you and which is best suited to your circumstances and goals.

David Ward will explain the different types of philanthropic vehicles available to donors and funders, as well as the pros and cons of each. David will focus particularly on private ancillary funds, public ancillary funds, private charitable trusts and testamentary charitable trusts.

If you’re considering getting into philanthropy in a more focused way, or you’ve already dived into giving but want to expand your knowledge about the foundation structure you already have, this is the presentation for you.

Presenter:  David Ward

David Ward is Technical Director of Australian Philanthropic Services and is widely regarded as one of the real experts on philanthropic structures.

He served for ten years on the Council of Philanthropy Australia as Treasurer, and he also authored the three Trustee Handbooks for Philanthropy Australia. He lectures at the Asia Pacific Centre for Social Investment & Philanthropy, Swinburne University, on governance and structure ofcharitable trusts, and was a member of the international panel that developed the Investment Management Code of Conduct for Foundations for the CFA Institute in 2010.

David had 20 years’ experience as a senior financial market executive with ANZ including roles such as: Chief Economist ANZ (NZ); General Manager Group Investor Relations (in Melbourne); andfour years as Chief Executive Officer of ANZ Trustees.

Cancellation Policy: Cancellations must be emailed to no later than Friday, April 26, 2016. A 50% cancellation fee applies. Cancellations received after this date will forfeit the whole registration fee. Registrations are transferable.