Speakers and panellists at the Generosity Forum include some of Australia’s leading donors/funders, industry experts, advisors and specialists in philanthropy.
Come along to hear about the latest case studies; trends and benchmarks; practical advice; donor stories and inspiration; emerging developments; challenges and issues; and more.
When and where? Tuesday, 24 May, 2016 in Melbourne.
Join us, and let’s expand the conversation about giving!
FORUM 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 Executive Officer, Catherine Brown, 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.
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 – Tom Hull from The Funding Network, Rikki Andrews from Impact100 Melbourne and Gillian Hund from Melbourne Women’s Fund – will discuss what’s working in this emerging space and why, and the motivations behind the setting up of these innovative philanthropy groups.
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 from Social Enterprise Finance Australia 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.
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 from the JBWere Philanthropic Services team will review the current state-of-play for Private Ancillary Funds and discuss their potential to stimulate further growth in philanthropy.
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 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 its giving. You will take away practical ways in which you can evaluate your own grants program.
PART 2: EVALUATION METHODOLOGIES AND CHALLENGES
Professor Kristy Muir, Director of Research (Social Outcomes) at the Centre for Social Impact, 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.
Professor 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.
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 Davies 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.
SUSAN ALBERTI – A LIFE OF GIVING
Susan Alberti AO 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 lessons she has picked up along the way.
Learn how to effect 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.
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.
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.
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 Lewis, Head of Philanthropy at The Myer Family Company, 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.
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 from Amanda Miller, Founding Board Member and Chair, Kids in Philanthropy and Lisa Powell, Director of Philanthropy at Mutual Trust, about how they 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.
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, Tara Hunt, Dr Bruce Gray and Genevieve Timmons will share their experiences and personal perspectives on giving.
AN INTERVIEW WITH CHRIS CUFFE – 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.
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, Technical Director at Australian Philanthropic Services, 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.
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