Generosity Forum 2018

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Tuesday 27 February 2018

Pullman Melbourne on the Park, 192 Wellington Parade, Victoria 3002

 

Philanthropy stories, how-tos, case studies and inspiration

Sharing stories is a great way to learn, and if you are part of the philanthropic community, then the Generosity Forum is a great place to learn from others’ stories and to share your own.

Whether you’re a donor, funder, advisor, social entrepreneur, impact investor, member of a collective giving group or community foundation, administrator of a trust/foundation, charity or nonprofit executive, or connected to philanthropy in some other way, the forum will help you understand how the giving landscape is shifting and the implications.

Speakers and panellists include some of Australia’s leading donors, funders, and industry experts.

 

Presented by:

Generosity Magazine

 

 

 

 

Overview

Presenter/Panellists Topic
John Wylie and Louise Walsh In conversation with John Wylie AM
Associate Professor Wendy Scaife Future gazing – where to next for philanthropy in Australia?
Lyn Biner and Julia Keady-Blanch Bold pursuit of an idea leads to new philanthropic territory
Natalie Egleton Community-centred grant-making – from theory to practice – the FRRR experience
Este Darin Cooper and Jennifer Darin Like mother like daughter – things we wish we’d known (and things we learnt) on our philanthropic path
Jodi Kennedy, Catherine Brown and James Clampett Impact investment outcomes – case studies from the frontline
Candice Van Doosselaere, Jo Taylor, Professor Jo Barraket and Dr Alice Hill How do you know you’re (really) having an impact?
Simon Freeman, Maree Sidey and Jenny Wheatley New initiatives and different approaches
Vedran Drakulic and Georgina Byron Doing more than talking about it – what real collaboration means
Alexandra Gartmann, Lisa Cotton, Georgia Mathews, Adam Lance Collective giving – 3 in 1

 

 

 

 

 

Program/Agenda

 

 

 

 

 

Sponsors

Generosity acknowledges the support and thanks the following sponsors:

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SILVER SPONSOR

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EXHIBITOR

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Topics and Speakers

In conversation with John Wylie AM

John WylieJohn Wylie wears many hats including successful businessman, sports administrator and champion of the community sector through this philanthropic support of numerous causes.

A Rhodes Scholar and astute in business, John built a stellar career in investment banking, including co-founding advisory and investment firm Carnegie Wylie + Co, which was eventually sold to global financial services firm Lazard in 2007.

John’s passion for sport has led him to hold a number of senior sporting administration positions, including his current role of Chair of the Australian Sports Commission. His appreciation of the arts also helped him become President of the State Library Victoria.

When it comes to the community sector, John and his wife Myriam have provided significant financial support to a range of causes through their John and Myriam Wylie Foundation.

John rarely talks about his philanthropy, however in this interview, he will share his journey into philanthropy and what it means to him, and how he sees philanthropy and the nonprofit sector changing over time. One of his recent initiatives was to launch Tanarra Philanthropic Advisors to help charities do better in the areas of management, finance and governance.


Interviewer: LOUISE WALSH, CEO of Future Generation Investment Company and Future Generation Global Investment Company.

Louise WalshLouise is a senior executive with a strong mix of experience in the nonprofit, government and private sectors. Her career has been closely tied to philanthropy for many years including roles as CEO of Philanthropy Australia, Director of Artsupport Australia, and Head of Development for the Sydney Symphony Orchestra.

 

 

Future gazing – where to next for philanthropy in Australia?

Want to know where philanthropy is headed in Australia? How is giving changing? What are the factors driving and influencing change? What might philanthropic practice look like in five, 10 and 20 years? What might philanthropists and trust and foundation executives do now to ensure they are well positioned to fund to greatest effect in changing times?

In this session, A/Prof Wendy Scaife will draw on a range of sources, research and networks, both domestic and international, to paint a picture of what philanthropy might look like in the near and longer-term future.

With several decades of involvement in the philanthropy and nonprofit sector as both a practitioner and researcher, there are few in Australia who would have the range of perspectives that Wendy has. She has served as CEO of a successful nonprofit organisation, carved a career as one of Australia’s leading researchers in philanthropy, and authored numerous articles, book chapters and research reports on philanthropy and nonprofit matters.

If you want to spark your thinking about where evidence suggests philanthropy is headed, this session promises to provide a unique window onto the future of giving in Australia.

 


Presenter: ASSOCIATE PROFESSOR WENDY SCAIFE, BBusComn, MBusMgnt, PhD, Director, Australian Centre for Philanthropy and Nonprofit Studies, QUT

Wendy ScaifeWendy leads an experienced team that delivers research and teaching for sector impact. Her projects have ranged from working with boards and CEOs to explorations of Australian philanthropy and a study comparing fundraising across 26 countries.

Most recently, she was National Project Director of Giving Australia 2016 – the nation’s largest ever research into giving and volunteering in partnership with CSI Swinburne and the Centre for Corporate Public Affairs.

Wendy serves on government roundtables, funders’ networks, philanthropic grant committees and international nonprofit research boards. She chairs a community organisation, was previously CEO of a health nonprofit, and has spent time in her earlier career as a fundraiser and corporate communication specialist. She received a QUT Vice-Chancellor’s Performance Award in 2016 and a Vice-Chancellor’s Award for Excellence in 2017.

 

 

Bold pursuit of an idea leads to new philanthropic territory

Most 70-year-olds probably aren’t thinking of embarking on a major new challenge, but an idea to help a cause close to her heart has energised Lyn Biner in an unexpected way.

Until recently, Lyn’s giving was at arm’s length and ad hoc, however her passion for pets has led her to explore a cause that rarely attracts philanthropy.

Along the way she’s had to thoroughly research and map out her area of interest, identify the specific ways she could have an impact, supported the launch of two pilot programs, taken an advocacy role, pursued a healthy dollop of risk in her philanthropic endeavours, and partnered with a new social benefit company.

Holding Lyn’s hand along this philanthropic journey has been Julia Keady-Blanch, director of TheXfactor Collective. In this session Lyn and Julia will discuss the power of a big idea, the steps and thinking behind getting it off the ground, the highs and lows along the way, and some of the early results from the pilot programs funded by Lyn.

 


LYN BINER, Founder, Smallest of Wishes

Lyn BinerThe Smallest of Wishes project, is an emerging philanthropic foundation that aims to promote and strengthen the human-animal bond by reducing the barriers to pet ownership and preventing the separation of people and their pets.

Lyn Biner’s philosophy is “pets regardless” of structures that underlie economic, social, health and geographic disadvantage. Lyn’s philanthropy has been enabled through inherited wealth, with her family being successful business owners in Melbourne in the building industry.

Lyn has extensive experience as a social worker across numerous areas including young women’s refuges, sexual assault and incest and telephone support services such as AIDSLINE and Link-Up. Lyn was also a key contributor to the global Shoah Foundation project, helping to record the stories of those who witnessed and survived the Jewish Holocaust.

 


JULIA KEADY-BLANCH, Founder/Director, The Xfactor Collective

Julia Keady-BlanchThe Xfactor Collective is a social impact consultancy comprising expert practitioners who provide strategy, coaching and research services for philanthropists, foundations, charities, social entrepreneurs and businesses (formerly Xfactor Strategic Development).

Its founder, Julia Keady-Blanch has been part of the Australian philanthropic community for 10 years, and has helped to bring some big ideas to fruition, including initiatives such as the Australian Women Donors Network, the global anti-trafficking charity Walk Free Foundation, and the recent development and launch of Scenic World Shared. She has a Masters in Philanthropy and Social Investment.

 

 

Case study: community-centered grantmaking – from theory to practice – the FRRR experience

Natalie Egleton, CEO of the Foundation for Rural and Regional Renewal (FRRR), will explore what end-user, community-centric philanthropy looks like in practice, how to do it and why it’s effective.

Using insights gleaned from thousands of conversations with local leaders, as well as the requests made via its flexible grant programs, FRRR shapes the focus areas of its grantmaking to reflect community needs. As a collaborative grantmaker, FRRR must also balance the interests and priorities of its funding partners and stakeholders – philanthropy, business and government.

Natalie will explain how FRRR has drawn on international leading practice, engaged with its grantees, and mined more than 28,000 applications to shape its theory of change and granting framework. She will also discuss how the organisation is redesigning its application and evaluation processes to ensure it can continue to practice user-centered philanthropy into the future.

 


Presenter: NATALIE EGLETON, CEO, Foundation for Rural and Regional Renewal

Natalie EgletonNatalie Egleton is passionate about facilitating effective responses to issues facing rural communities and working collaboratively to achieve sustainable outcomes.

She was appointed CEO of the FRRR in 2015, having joined it in 2012. As CEO, she is responsible for shaping FRRR’s strategy, designing new programs and developing and nurturing new funding partnerships. In her previous role, she led programs supporting natural disaster recovery and preparedness and social innovation.

Prior to FRRR, Natalie consulted to nonprofit organisations in program evaluation, undertaking research and analysis, and developing strategic business plans. She also held in-house roles at Evolve at Typo Station and at ANZ, implementing projects that made a tangible difference to the lives of people living in rural, regional and remote Australia.

 

 

Like mother like daughter: things we wish we’d known (and things we learnt) on our philanthropic path

In 2014 Este Darin-Cooper and her mother, Jennifer Darin, teamed up to formalise their giving by establishing the Darin Cooper Foundation. Together they have made decisions to support a diverse range of organisations, large and small.

Their involvement in philanthropy has had a positive impact on their relationship and their lives, and they wanted to ensure that this positive impact extended to the organisations they were funding. Recently they undertook a review of their philanthropy to analyse what has worked, what hasn’t, and what they could do differently.

Este and Jennifer will discuss the rationale for undertaking the review and how it was done. They will also share insights and anecdotes about their philanthropic path and what they have learnt along the way to become better givers.

 


ESTE DARIN-COOPER, Director of Venture Philanthropy at Social Ventures Australia

Este Darin-CooperAt Social Ventures Australia (SVA) Este leads the selection, investment and support of innovative venture partners that have strong potential for transformative impact.

Prior to joining SVA, she was a lawyer practicing in financial services at top-tier law firms. Este has also worked in the public sector advising government, business and nonprofit organisations on the design and implementation of data initiatives, with a particular focus on emerging technologies and big data.

Este is a director of Force Majeure and Beyond Empathy.

 


JENNIFER DARIN

Jennifer DarinJennifer has a wealth of experience in private business. She ran her own successful legal practice for 27 years, and continues to manage a diverse family investment and commercial property portfolio. More recently, Jennifer has sought to provide opportunities to potential young business owners by partnering with them to buy and build successful businesses.

 

 

 

 

Impact investment outcomes – case studies from the frontline

Impact investment is an emerging form of investment, so there are few examples of how it works and the results that have been achieved. In this session two organisations will share their experiences and perspectives on impact investing.

In 2013 one of Australia’s oldest charities, the Benevolent Society, launched one of Australia’s first social impact bonds to fund a family support program. What have been the outcomes for families, the Benevolent Society, and investors? What challenges have there been? What learnings have come from the experience? James Clampett will share a range of insights on how one of Australia’s first social impact bonds has performed.

The Lord Mayor’s Charitable Foundation has also been trialling impact investing with organisations like Habitat for Humanity, YUMI and hireup.com.au. Catherine Brown will discuss the rationale for trialling impact investing, how the foundation implemented the strategy, and the outcomes for both the organisations it invests in, and for the foundation itself.

 


Facilitator: JODI KENNEDY, General Manager, Charitable Trusts and Philanthropy Equity Trustees

Jodi Kennedy

Jodi has had a long and strong interest in the community sector including a decade at NAB where she was the Head of Community Engagement.

In 2017 she joined leading trustee company, Equity Trustees, in the role of General Manager, Charitable Trusts and Philanthropy. Equity Trustees distributes around $70 million annually to the charity and nonprofit sector, and Jodi leads a team of specialists who share the aim of growing and developing philanthropy, and philanthropic trusts, and importantly, playing a role in nurturing a culture of giving across the country.

 


Panellist: JAMES CLAMPETT, Director Philanthropy and Investing, Benevolent Society

James ClampettJames has been working in the nonprofit sector for 17 years with a focus on partnerships, philanthropy and innovation. He held a variety of positions at JDRF including Head of Development and he is currently the Director, Philanthropy and Impact Investing, at the Benevolent Society.

In this role James leads on building relationships with philanthropists and the development of new private funding models that can increase the scale and scope of the Benevolent Society’s programs. James is particularly interested in joint funding models that bring public, corporate and private funding together to create large scale impact.

 


Panellist: CATHERINE BROWN, CEO, Lord Mayor’s Charitable Foundation

Catherine BrownCatherine has built a reputation as a leader in the nonprofit and philanthropic sectors through a long history of senior executive and board member roles and extensive consulting experience.

As a Director of Catherine Brown and Associates (12 years), she provided strategic, organisational development, governance and legal advice to foundations and nonprofit organisations throughout Australia. It was during this period that she built significant expertise and knowledge about philanthropy through consulting to organisations such as the Myer Foundation, ANZ Trustees, and TheIan Potter Foundation.

Catherine is currently undertaking a PhD by practice related research in philanthropy and innovation at Swinburne University of Technology.

 

 

 

 

How do you know you are (really) having an impact?

All donors want to make a difference but how do you ensure that your giving is truly meaningful? Seasoned philanthropists and industry experts will share their insights and the strategies they use to help them measure the impact of their funding.

Topics canvassed will include different approaches to impact measurement; failures, limitations and innovations; evaluation according to funding area and tips on what to consider when you’re looking to understand whether your giving is helping to shift the dial on social and environmental issues.


PROFESSOR JO BARRAKET, Director of the Centre for Social Impact (CSI) Swinburne and National Research Director of the CSI network

Jo is Australia’s premier researcher of social enterprise and has particular interests in the relationships between nonprofit organisations, business, philanthropy and governments in progressing social change. She has extensive experience in evaluation and impact measurement of social programs and social enterprises.

 

 

 


JO TAYLOR, General Manager of Paul Ramsay Foundation

Jo is the General Manager of the Paul Ramsay Foundation, Australia’s largest foundation. She previously managed the Dusseldorp Forum, where she helped instigate the Philanthropy Benchmarking Initiative that gave major foundations feedback from their charity partners about how they could better fund social impact.

At the Paul Ramsay Foundation, Jo’s mission is to improve impact measurement and evaluation of the foundation’s contribution, and that of its charity partners, so that together they can bring about systemic change in the areas of health, education and disadvantage.

 


DR ALICE HILL, Director, The Antipodean Family Foundation

Alice has developed extensive expertise and experience across a range of sectors including business, academia and nonprofit. She was an Economist with the World Bank, an Associate with McKinsey & Company, taught economics at Harvard University, and is the founder of The Early Years Education Project which is a program for disadvantaged children.

She also heads up her family’s philanthropic activities as Director of The Antipodean Family Foundation. The foundation is a private ancillary fund that supports organisations transforming the lives of people in need. It often provides early funding for high impact initiatives, and also co-funds projects with other partners.

 


Facilitator: CANDICE VAN DOOSSELAERE, Grant Making Manager, Australian Philanthropic Services

With a passion for justice and the environment, Candice holds two master’s degrees specialising in international human rights. After graduation, she worked with the Delegation of the EU to China and Mongolia promoting democracy and rule of law. Moving to Australia in 2011, Candice worked at Cambridge International College and the Human Rights Law Centre. In 2014, she joined the Vincent Fairfax Family Foundation, where she developed her knowledge of philanthropy and her passion for the sector.

As Grant Making Manager at Australian Philanthropic Services Candice is responsible for developing the strategy of its grant-making service and helping clients with their philanthropic goals, research and evaluation.

 

 

New initiatives and different approaches

In this session executives from leading foundations share how they are trying new initiatives and different approaches to philanthropy.

Paul Ramsay Foundation

At only two years old, the Paul Ramsay Foundation is still in its infancy. Yet the more than $3 billion donation by Paul Ramsay to create the foundation makes it Australia’s largest foundation.

Simon Freeman, CEO of the Paul Ramsay Foundation, will discuss the foundation’s approach to supporting the community, how it differs from traditional grantmaking and the outcomes it is seeking. Simon admits it’s been a steep learning curve, and he will share some of the challenges and learnings experienced during its short life to date.

Australian Communities Foundation (ACF)

This year ACF celebrates its 20th anniversary, and in this auspicious year the foundation has launched a new initiative called the Impact Fund. The fund is arguably unique in the way it combines elements of collective giving, deep donor involvement, a focus on systemic, entrenched issues, advocacy, a tolerance for risk and a long-term horizon.

Maree Sidey, CEO of ACF, will discuss the origins of the Impact Fund, its aims and ambitions, and how the funding program has been implemented . She will also discuss some of the challenges and learnings that have come from the project.

Vincent Fairfax Family Foundation

The Vincent Fairfax Family Foundation (VFFF) recently underwent a review of its granting over the last five years, and many valuable learnings were acquired. CEO of the foundation, Jenny Wheatley, will discuss some of the learnings and how VFFF is taking some significant new directions with its approach to granting.


Panellist: SIMON FREEMAN, CEO, Paul Ramsay Foundation

Simon FreemanA qualified chartered accountant, Simon Freeman moved to Australia from the UK in 2004 with Deloitte, and has since worked for a variety of financial institutions in banking, funds management and private equity.

Simon took up his current position in 2015, after five years as Group CFO and Company Secretary of the Paul Ramsay Group. He was heavily involved in the formation and development of the Paul Ramsay Foundation and has overseen the allocation of over $120 million worth of funding commitments during the foundation’s first two years of operations.

 


Panellist: MAREE SIDEY, CEO, Australian Communities Foundation

Maree SideyMaree has worked across health, education and the youth sectors for the past 20 years, and has held senior executive roles in communications and program delivery.

Some of her previous roles have included General Manager of GoodSports, Australia’s largest sport/health initiative, and Director of Communications and Public Relations at headspace, Australia’s National Youth Mental Health Foundation.

Maree is also non-executive Director of the Confident Girls Foundation.

 


Panellist: JENNY WHEATLEY, CEO, Vincent Fairfax Family Foundation

Jenny is the joint CEO of the Vincent Fairfax Family Foundation (VFFF) and Cambooya Pty Ltd, the family office for the Vincent Fairfax family. The foundation makes grants of approximately $7 million a year across four themes: agriculture, Christianity, community well-being and education.

Prior to her current roles Jenny built a long and successful career in the accounting profession where she specialised in corporate finance and was a partner of a mid-tier firm.

She is Chair of the War Widows Guild of NSW and Yume Pty Ltd, an early stage for-profit company with a social mission to eradicate food waste.

 

 

 

Doing more than talking about it – what real collaboration means

Hear from two of Australia’s leading foundation CEOs on how best to make collaborations effective and enduring from the perspective of funders, like the Snow Foundation and Gandel Philanthropy.

They will share their tips and practical case studies on how to build successful collaborations between funders and others, and the pitfalls to look out for. This deep-dive session will spotlight case studies including Good360 Australia and Teach for Australia.


Panellist: GEORGINA BYRON CEO and Director, The Snow Foundation

Georgina ByronPrior to becoming involved in the nonprofit sector Georgina built a career in business including senior executive roles with AMP and David Jones.

In 2008 she became the CEO of her family’s foundation, The Snow Foundation, which was established in 1991.

Georgina is also a Director of Good360 Australia, Chair of Philanthropy Australia’s Family Foundation Network, a Director of St Catherine’s Foundation, and Chair of the Sydney Women’s Fund Advisory Council.


Panellist: VEDRAN DRAKULIC OAM, CEO, Gandel Philanthropy

Vedran DrakulikVedran has had a long involvement in the nonprofit sector including roles as Communications Manager with Oxfam Australia, and more than 10 years with the Red Cross in senior communications roles in Australia and Europe. He was also General Manager of Public Affairs for RACV.

In 2011 Vedran was appointed CEO of Gandel Philanthropy, one of Australia’s largest independent family philanthropic funds. It has been the vehicle for charitable giving by the extended Gandel family since its formation as the Gandel Charitable Trust in 1978.

Vedran is also a Director at AMES Australia, a Trustee of the Betty Amsden Foundation, and a Member of the Committee of Management of the Hobsons Bay Community Fund.

Vedran was awarded the Medal of the Order of Australia (OAM) in the 2017 Australia Day honours for “service to the community through a range of charitable organisations”.

Collective giving – 3 in 1

Collective giving has been gaining momentum in Australia in recent years, with a host of new groups springing up across the country. This session will shine a light on the Australian collective giving landscape in three distinct ways.

Part 1 – State of play

Alexandra Gartmann, a member of the Prime Minister’s Community Business Partnership, will provide an overview of the current state of play of collective giving in Australia.

Part 2 – Case studies: The Channel and Awesome Newcastle

Two very different collective giving initiatives present the low-down on how they do what they do, the challenges they have faced, and what they’ve achieved.

The Channel is a giving circle that funds lesbian, gay, bisexual, trans, queer, intersex and asexual (LGBTQIA+) community projects. It is ‘growing the pot of gold under the rainbow’ and changing the way Australians experience gender and sexuality for the better.

Awesome Newcastle provides micro grants every month to help fund community projects in the local region. It is part of the global Awesome Foundation movement, which was created to fund awesome people, projects and ideas.

Part 3 – THE FUNDING NETWORK pop-up

The Funding Network (TFN) is a collective-giving initiative that brings people together to experience live crowdfunding events to support grass roots social programs. Three organisations make a pitch to the gathered throng and people can pledge their support. Often described as a mash-up of Shark Tank and a friendly Dragon’s Den, it’s a fun and dynamic way to support great community organisations.

This is your chance to be part of the action of a live TFN pop-up event. You’ll hear from three inspiring social entrepreneurs and have the chance to pledge your support using the ‘funny money’ that can be found in your delegate bag, so there’s no need to donate your own money.  All you need is a generous spirit, a dash of fun and a healthy interest in making the world a better place.


Presenter: ALEXANDRA GARTMANN, Member, Prime Minister’s Community Business Partnership

Alexandra GartmannAlexandra has successfully married her interests in rural Australia with a career that has spanned the business, government and nonprofit sectors. Her career has included CEO roles with the Foundation for Rural and Regional Renewal (FRRR) and Birchip Cropping Group, and she is currently the CEO of Rural Bank.

Alexandra is a member of the Prime Minister’s Community Business Partnership and a member of the Victorian Agriculture Advisory Council. She was previously a member of the board of the Rural Finance Corporation of Victoria and was Chair of the CSIROAgriculture Advisory Council.

 


Presenter: GEORGIA MATHEWS, Executive Director, The Channel

Georgia MathewsGeorgia Mathews founded The Channel giving circle at the end of 2016 and is currently Executive Director. The first cause-based giving circle in Australia, The Channel has a growing membership of more than 80 members across five states.

Georgia also works as Community Philanthropy Coordinator for the Inner North Community Foundation and sits on the board of the Urgent Action Fund Asia Pacific. She has worked for Social Ventures Australia and the Australian Women Donors Network.

 

 


Presenter: ADAM LANCE, Founding Board Member, Awesome Newcastle

Adam co-founded innovation consultancy The Village of Useful in 2011. It consults to large private and public companies on customer experience, technology and innovation.

Together with fellow business partner, Andy Howard, Adam has launched fast casual restaurant, Screamin’ Veemis – a purpose driven restaurant. Part of every sale of its Vietnamese inspired rolls and salads go to help Vietnamese charity partner Koto help take at risk kids off the streets and train them to be chefs.

Adam and Andy have also established the Newcastle chapter of the worldwide micro-grant organisation, The Awesome Foundation.

 

 


MC: LISA COTTON, Co-Founder, The Funding Network (TFN)

Lisa CottonLisa co-founded TFN in 2013, which has supported 160 grassroots nonprofit organisations by hosting live crowdfunding events around Australia, then enabling people to get deeply involved in community volunteering and mentoring.

Prior to TFN, she was Director Social Investment for Social Ventures Australia (SVA). Lisa is a board member of Kilfinan Australia, and sits on the Leadership Councils of Documentary Australia Foundation and the Kokoda Track Foundation.

She was named in Pro-Bono Australia’s 2017 Impact 25 list and she was recently named CEO of the Year at the Third Sector Awards. In 2017 TFN also won Philanthropy Australia’s Small Grant Award and the Anthill Smart 100 Innovation Award.