BIG4 FUNDRAISING 2018

Super earlybird registration closes 20 February, 2020

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Philanthropy inspiration, best practice, changemakers

Tuesday 5 May, 2020

Pullman Melbourne on the Park

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Topics and Speakers

Catalytic philanthropy – Menzies Foundation adopts new approach to giving

Established in 1979 in memory of Sir Robert Menzies, the Menzies Foundation had a very traditional approach to giving for its first 40 years – awarding scholarships and supporting medical research.  However, in 2018 the foundation established a bold new vision and with it, a mission to transform itself.

Come and learn about the foundation’s new ambition to create a strategic platform to catalyse leadership challenges in Australia and the world. It’s already building multi-sector incubators to impact school leadership and science entrepreneurship.

Liz Gillies and Peter Jopling, AM, will also discuss the internal challenges and key factors in successfully transforming the foundation.

Co-presenter: LIZ GILLIES, CEO, Menzies Foundation

Appointed in 2018, Liz brings over 20 years’ experience in social impact, philanthropy and leadership development to the role of the CEO at the Menzies Foundation.  She has worked across the nonprofit, university, government and private sectors. Liz was instrumental in establishing the Centre for Ethical Leadership and the Asia Pacific Centre for Social Impact during her six years with the Melbourne Business School at The University of Melbourne.  During this time Liz was awarded a research fellowship to investigate best practice in philanthropy, culminating in the national launch of the Best Practice in Philanthropy Report in 2018.

 

Co-presenter: PETER J JOPLING, AM

Peter Jopling is one of Australia’s leading Queen’s Counsels, specialising in commercial law. A life Governor of The Florey Neuroscience Institutes, he is also Chair of The Ian Potter Museum of Art, the Menzies Foundation and the Peter O’Callaghan QC Gallery.  Previous posts include Deputy Chair of the Australian Centre for Contemporary Art, Director of the McClelland Sculpture Park and Gallery and Director of the National Gallery of Australia Foundation. In 2014 Peter was made an AM for significant service to the law in Victoria and to the community.

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The philanthropic imperative to address climate issues

In this era of climate crisis, do other crises matter? If they do – think housing, think health, think violence against women – can we view them through a ‘climate lens’?

Greenpeace’s David Ritter and Hayley Morris (the Morris Family Foundation is a major funder of climate issues), will discuss the vital importance of increasing the philanthropic contribution to tackling global warming and prioritising root causes of the climate emergency through advocacy.

Hayley will reveal how and why her family foundation has made climate a priority for funding and David will discuss case studies and opportunities for collaboration in Australia and abroad.

Co-presenter: DAVID RITTER, CEO, Greenpeace Australia Pacific

Prior to joining Greenpeace, David worked for ten years as a lawyer and academic. His most recent book is The Coal Truth: The Fight to Stop Adani, Defeat the Big Polluters and Reclaim our Democracy. In addition to his work at Greenpeace, David holds honorary appointments at The University of Sydney and The University of Western Australia.

 

 Co-presenter: HAYLEY MORRIS, Executive Director, Morris Family Foundation & Morris Group Holdings

As Executive Director of her family office, Hayley plays a leading role in the group’s businesses and investments spanning hospitality, tourism, aviation, technology and agriculture. Hayley also leads her family’s philanthropic arm, the Morris Family Foundation, supporting projects in the areas of environment, food systems, international development, health and social welfare.  Hayley co-founded environmental nonprofit Sustainable Table and a software and consultancy business, Impact Sustainability.   She was previously a board member of the Australian Environmental Grantmakers’ Network.

United we give

Collective giving – be it local, state or nationally focused – is seeing strong growth around the country, with organisations like Impact100, The Channel, Melbourne Women’s Fund and 10×10 showing the way.

James Boyd, National Convenor of Collective Giving Australia, will discuss the most recent global research on the growth and impact of community level collective giving. James will also outline how to set up a collective giving group and the key ingredients to make it successful for the long-term. Paula Thomson of the Melbourne based Mangkaja Circle of Friends, will share a real-life example of how one collective giving group is growing generosity from the bottom up.

Co-presenter: JAMES BOYD, State Manager WA & SA, Creative Partnerships Australia

A pioneer in collective giving, James brought Impact100 to Australia in 2012 and co-authored the report Collective Giving and its Role in Australian Philanthropy. At Creative Partnerships Australia, he coaches and mentors arts managers and artists on strategic, cross-sector partnerships, philanthropy and business modelling and has worked with over 250 arts companies on strategic sustainability. In a previous role, James raised over $15million for the West Australian Symphony Orchestra, including securing the funds to send the orchestra on its first international tour.

Co-presenter: PAULA THOMSON, Convenor, Mangkaja Circle of Friends

Paula has a background in nonprofit fundraising, communications and philanthropy across environment, health and cultural organisations.  Paula sites career highlights as the protection of Ned’s Corner Station whilst working with Trust for Nature and drawing connections between private philanthropy and emerging nonprofits. Paula is a passionate advocate for community and generosity in all its forms. She currently runs a private family foundation in Melbourne.

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Guide Dogs Victoria – the power of philanthropy to leverage government support

When Guide Dogs Victoria (GDV) set out to raise over $23 million for an innovative new sensory campus, it knew it would need to secure significant philanthropic and government support.

The ‘world-first’ sensory campus, which includes new social enterprises to provide ongoing revenue, excited and attracted the likes of Gandel Philanthropy, The Ian Potter Foundation and Wheelton Philanthropy.

Hear how the pro-active, strategic involvement of major philanthropy, working in close partnership with GDV, helped leverage time-critical government support to the tune of $5 million.

This is an excellent case study with learnings on philanthropic collaboration, how to approach government, and the power of a big idea.

 

Panellist: PAUL WHEELTON, AM, KSJ, Wheelton Philanthropy

Paul’s success in the car rental industry over 40 years enabled him to develop major philanthropic interests. Chair of GDV’s capital campaign, Paul is also a board member of Life Education Australia Foundation and Blue Ribbon Day. He is a founding Chairman of the Bali Children Foundation, providing educational pathways for thousands of disadvantaged children. In 2018, Wheelton Philanthropy was awarded the inaugural International Philanthropy Award by the Department of Foreign Affairs and Trade. Paul was awarded an AM in 2017.

Panellist: KAREN HAYES, AM, DSJ, Chief Executive Officer, Guide Dogs Victoria

Karen’s career has spanned both the corporate and community sector and she is a past finalist of the Telstra Business Woman of the Year awards. Karen joined GDV as CEO in late 2011. She is also a board member of Multiple Sclerosis Ltd, the International Melbourne Comedy Festival and she was a founder and board member of Breast Cancer Network Australia. In January 2019, Karen was awarded an AM for her contributions to Women in Sport, Gender Equality and Community.

Panellist: VEDRAN DRAKULIC, OAM, CEO, Gandel Philanthropy

Vedran has had a long involvement within the for-purpose and philanthropic sectors, including more than 10 years with the Red Cross in senior communications and fundraising roles. He was also General Manager of Public Affairs with RACV. A Director of AMES Australia and a Trustee of the Betty Amsden Foundation, Vedran was awarded an OAM in 2017.

 

Panellist: ALBERTO FURLAN, Senior Program Manager, The Ian Potter Foundation

Alberto moved to Australia in 2001 to undertake doctoral studies in Anthropology at The University of Sydney and then worked for five years on the management and protection of sacred sites for the Central Land Council in Tennant Creek. At The Ian Potter Foundation since 2009, he is currently Senior Program Manager and administers the Community Wellbeing, Medical Research and Health and Disability areas of funding and provides strategic advice to the board around impactful partnerships with the nonprofit sector.

On your marks, get set, give! How to give away $10,000 a week

After experiencing great success with his business, Advantage Salary Packaging, Anton Gaudry decided to turn his hand to philanthropy. Anton and his wife Jenny, set up the Gaudry Foundation in 2018 and wondered, with so many great causes, who to give to? Everyone was the answer. The Gaudrys set themselves the ambitious goal of giving away $10,000 to a different charity each week for a whole year.

Hear about the highs, lows and learnings of this unique philanthropic initiative as Anton and Jenny share the story of their mission to give away $520,000 over a year of weeks. The Gaudrys will also explain their plans to get more Australians giving.

Co-presenters: ANTON and JENNY GAUDRY, Founders, Give52

With backgrounds in business and community work, Anton and Jenny Gaudry are no strangers to the world of philanthropy, having been generous contributors to a number of health, education and children’s charities over the past decade. Since 2018 their mission to build the culture of giving among Australians has become their chief interest, after their family, of course.

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New research to reveal the state of corporate philanthropy

Interested in which Australian companies give the most to the community? Want to know how much our largest corporations contribute in dollar value or percentage of profit? Jarrod Miles will reveal the latest results of the ongoing GivingLarge research and provide useful insights into the state of corporate philanthropy in Australia. He will be joined by representatives from CSL and ANZ who will share their experiences managing their companies’ community investments, with best practice examples and insights into how to engage corporations in 2020.

The ten companies which combine to give almost 80% of the GivingLarge total will also be revealed and Jarrod will share his perspective on working together to increase corporate giving in Australia.

Co-presenter: JARROD MILES, Co-Founder & Director, Strive Philanthropy

With a career spanning the corporate and nonprofit sectors, Jarrod has seen first-hand the meaningful impact that effective corporate giving can have across our community. In 2017 he co-founded Strive Philanthropy, a research organisation dedicated to highlighting the notable philanthropic efforts of corporate Australia. Strive releases the annual GivingLarge report, which compiles the community investment statistics of Australia’s top companies. GivingLarge is supported by Philanthropy Australia, and its findings are empowering Australian businesses to increase their community contributions, and ultimately drive social change.

 

Co-presenter: PATRICK CASTAURO, Director, Sustainability and Ethics, CSL Limited

Patrick commenced with CSL in 2009 and has served various roles in the sustainability/corporate responsibility function over this time. In his current role Patrick leads and guides CSL’s global sustainability efforts and supports other aspects related to corporate governance. Prior to CSL, Patrick was delivering complex change and capital programs to customer facing functions at Optus. Patrick has a Bachelor of Science Degree from The University of Melbourne, and a Graduate Certificate in Change Management from the University of NSW.

Why give overseas?

At a time when issues at home seem so pressing, what makes some donors choose to send their philanthropy overseas?

Hear from major donors and leaders of two charities – NZ based So They Can which provides improved education opportunities for children in Africa – and Melbourne based International Womens Development Agency, which advances and protects the rights of women and girls across the globe.

Learn why these causes speak to major donors in a way nothing else can and what these donors get in return for their significant investments.

Panellist: CASSANDRA TREADWELL, CEO and Co-Founder, So They Can

Cass founded So They Can in 2009, inspired by events there to work with local communities and governments in Africa, to provide quality education to children living in poverty. Prior to So They Can, Cass worked as a lawyer in hospitals and health boards in Australia and New Zealand. For her work in international development Cass was nominated in 2015, for New Zealander of the Year and in 2018 was a finalist in the New Zealand Women of Influence Awards.

Panellist: PETER HUNT AM, Chair, So They Can

Peter co-founded banking advisory firm, Caliburn Partnership, in 1999 and was Executive Chairman of the firm until its sale in 2009. He continued as Chairman until 2018 when he left to concentrate on philanthropy. As an investment banker, Peter advised corporates and governments in Australia for nearly 35 years.  Major assignments included the Westpac takeover of St George Bank, the AMP demerger and recapitalisation, the privatisation of Telstra and James Hardie’s arrangement for long-term funding for people with asbestos related diseases.

Panellist: BETTINA BALDESCHI, CEO, International Womens’ Development Agency

Bettina joined IWDA in 2012 as Director of Communications and Fundraising, leading the transformation of its brand identity, media profile and communications strategy. Fundraising saw unprecedented growth during this time with over 28,000 new supporters joining IWDA. Bettina later served as the Director of IWDA’s Individual Deprivation Measure program and was appointed CEO in December 2017. Before joining IWDA, Bettina held executive roles with Oxfam Great Britain and worked with UNHCR in Canberra.

Panellist: DALE HESS, Trustee, Arnold Foundation

Dale is a retired atmospheric scientist, based in Melbourne. He was a founding board member of the Herb Feith Foundation (now the Monash Herb Feith Indonesian Engagement Centre) and is secretary of the Pacific Fellowship. His interests include peace education and international development, with a particular interest in promoting greater freedom and justice for the people of West Papua through nonviolent action.

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Shining a light on the donor-beneficiary power imbalance

What if we changed the power dynamics between funders and grantees? Could we have more impact? What if instead of nonprofits asking, “What do you want to fund?”, funders asked and funded, “What’s needed?”

This panel will explore the dynamics between philanthropy, power and impact. It will unpack provocative ideas around what is funded, the outcomes achieved, the roles and responsibilities of nonprofit leaders and funders and the different types of power dynamics that sit beneath these issues.

Panellist: SHAMAL DASS, Head of Philanthropic Services, JBWere

Shamal joined JBWere in 2012 and has led the team since November 2014. He provides specialist strategic advice to both for-purpose organisations and private clients in areas such as governance, capacity building and sustainability. Before JBWere, Shamal worked in the financial services industry, advising high net worth individuals on their philanthropic structures, managing trusts and foundations and constructing charitable foundation investment portfolios. Shamal is a Non-Executive Director of Earthwatch Australia and Two Good Foundation and Chair of the Governance Group of The Constellation Project.

Panellist: PROFESSOR KRISTY MUIR, CEO, Centre for Social Impact; Professor, UNSW Business School

Kristy has worked for almost three decades with for-purpose organisations and partnered with dozens of nonprofit, government, corporate and philanthropic organisations on projects to increase social impact. Kristy was formerly CSI’s Research Director, Associate Dean (Research) for the Faculty of Arts and Social Sciences and the Director of the Disability Studies and Research Centre at UNSW. Kristy is a member of UNSW Sydney’s Council and the NSW Premier’s Council on Homelessness, and Chair of Allan & Gill Gray Philanthropy Australasia. 

Panellist: MICHAEL PERUSCO, CEO, Berry Street

Appointed CEO of Berry Street in February 2018, Michael has extensive experience in senior leadership roles, including CEO of the St Vincent de Paul Society NSW and Sacred Heart Mission in Victoria.  He worked at the Department of Prime Minister & Cabinet leading the social inclusion agenda and nonprofit reform agenda. Amongst other things, Michael is a member of the Victorian Government’s Roadmap for Reform Ministerial Advisory Group and the Aboriginal Children’s Forum, is on the boards of the Australian Institute of Health and Welfare and the Centre for Excellence in Child and Family Welfare.

Panellist: RACHEL ENGLISH, Philanthropy Consultant, Co-Chair NEXUS Australia 

Rachel has worked in fundraising, service delivery and grant making. She currently works at Mutual Trust, assisting families with their giving strategies and is a Trustee of the English Family Foundation, focused on driving transformational change through partnerships, with early stage social enterprises in Australia and South East Asia.  Rachel encourages and mentors the next generation of philanthropists and to this end, co-chairs NEXUS Australia, a global network uniting young investors, social entrepreneurs, philanthropists and allies to promote new leadership and accelerate needed change.

Philanthropy as risk capital

Much of the work that Mission Australia has carried out over 160 years with disadvantaged people, has been funded by philanthropists like those who founded the organisation.

However, James Toomey has begun to wonder if the very philanthropy his organisation relies on, actually locks disadvantaged communities in dependency at the expense of social change.

Come and hear James engage Mission Australia’s major supporter, the Sir David Martin Foundation, in a no-holds-barred conversation about the need for a new model of philanthropy, more akin to risk capital, focused on outcomes, not just inputs and outputs.Where should philanthropy sit in rewarding risk and performance to grow efficiency?

Co-presenter: JAMES TOOMEY, CEO, Mission Australia

A qualified social worker, James joined Mission Australia in 2010 as National Manager Community Services Operations Support and was appointed to his current role in November 2017. Previously, James was the Operations Director for SkillForce. He was also Assistant Director of Foster Care Associates in the UK. James is a Director of Mission Australia Housing (Victoria) and the End Street Sleeping Collaboration.  He holds an MBA and is a graduate of the Australian Institute of Company Directors.

Co-presenter: HELEN CONNEALY, General Manager, Sir David Martin Foundation

Helen has over 25 years’ experience in strategy development, stakeholder engagement, income generation and marketing across health, education, community services and international development. She has led several nonprofits through periods of transition and transformation and is a graduate of the Australian Institute of Company Directors. Helen is an advocate for young people and a Leadership Hub Chair for the NonProfit Alliance and strives to foster leadership and inclusion to build a better society.

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“Not if, when” – how UQ attracted new supporters for its $500 million campaign

When The University of Queensland (UQ) launched its “Not if, when” campaign in 2017 to raise $500 million by 2020, the institution knew it would need to find new major donors.

Jennifer Karlson will outline some of the key ways the university was able to attract new supporters from outside the usual alumni pool. Generous supporter, Bill Bowness, who, despite living and growing a business in Victoria, will explain why he and his family are such passionate supporters of UQ.   You will also learn how tactics such as a giving day, a founders’ pledge and matched giving, enticed significant local, interstate and international donors to answer the UQ call.

 

Co-presenter: JENNIFER KARLSON, Pro-Vice-Chancellor (Advancement), The University of Queensland (UQ)

Jennifer joined UQ in 2017 to lead the university’s first comprehensive philanthropic campaign and advise the Vice-Chancellor on strategy, external engagement and institutional advancement.  Her career spans the US, West Africa and Asia Pacific, including roles at American Red Cross and the YMCA. Previously, she was Assistant Dean, Advancement, at the College of Letters & Science and Senior Director of Development & Strategy Manager at the University of Wisconsin-Madison. In April 2019 Jennifer was responsible for bringing CASE Asia Pacific to Australia.

Co-presenter: WILLIAM (Bill) BOWNESS, AO, Chair, Wilbow Group

Bill’s work background is in property development. Now, as Chair of the Wilbow Group, he is involved in investment activities in Australia and the USA. A former Chair of the Monash Gallery of Art Committee of Management, he is a Trustee of the Monash Gallery of Art Foundation.  Bill was appointed a Member of the National Gallery of Victoria Foundation and The Australian Ballet Foundation in 2010.  In 2018 he was invited to join the Tate International Council in recognition of his support of art in Australia and internationally.

Wellbeing: A new way to measure social impact

Since 2009, OECD countries have been spending historical highs of 21.1% of GDP on social issues and, by most accounts, things are getting worse.

To break this impasse, Trust Waikato (NZ) has trialled a different approach to measuring social impact. It now measures the ‘wellbeing’ of its community across its grant and impact investing initiatives.

In this session you will learn why measuring wellbeing holds the key to directing resources that actually solve complex social issues. Case studies where wellbeing is being tracked will be outlined and you will learn how to build a social impact model relevant to your strategic goals.

 

Co-presenter: GEORGINA CAMP, CEO & Founder, Huber Social

Georgina Camp’s team is committed to creating a global society where wellbeing thrives. Following a 10-year career across global law firms, management consulting and defence, Georgina transitioned to the social sector to address social issues at their root cause. She holds a Master of Development, Bachelor of Law and Bachelor of Arts (Politics and International Relations). Georgina was recently recognised in the 2019 Australian Financial Review’s top 100 Women of Influence.

Co-presenter: DENNIS TURTON, Chief Executive, Trust Waikato

Dennis has worked with Trust Waikato for six years, four of them as Chief Executive. Trust Waikato is a regional community trust established by government statute in 1988, to hold and manage the shares of Trust Bank Waikato and to help create vibrant and resilient Waikato communities. His previous experience includes leading small to medium enterprises. Dennis is on the Boards of Child Cancer Foundation and New Zealand Waterpolo.

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Should philanthropy be doing more for mental health?

A recent report, Australia’s mental health crisis: why private funders are not answering the call, found that while 85% of private funders believe Australia is facing a mental health crisis, only 28% directly and consistently invest in mental health causes.

Join John Grant, AM and Jennifer Dawson as they discuss why they are bucking the trend and making a priority of funding mental health programs. Hear them discuss techniques for changing the philanthropic mindset and how they have learned to work within this diverse and challenging sector. Moderated by Louise Walsh, CEO of the Future Generation companies.

Panellist: JENNIFER DAWSON, Australian Program Director, BHP Foundation 

Jennifer Dawson leads the BHP Foundation’s Australian Country Program that has a focus on indigenous governance and harnessing the potential of young people. With nearly 20 years’ experience in community development, Jen has worked in a range of with local to global footprints, all centred on community empowerment, human rights and being effective partners with indigenous peoples.

Panellist: JOHN GRANT, AM, Chairman, Grant Family Charitable Trust

After a 40 year career in venture capital and on corporate boards, John has  embraced philanthropy as Chairman of The Grant Family Charitable Trust, which he established in 2009. The Trust aims to create better outcomes for vulnerable, young people suffering from mental illness, social deprivation and homelessness. It also seeks to collaborate with other organisations and people wanting to make a difference. So many young people are struggling. Working together, more can be done to help them.

Interviewer: LOUISE WALSH, CEO, Future Generation

As CEO of the Future Generation companies Louise also assists with the firm’s philanthropic activities. She has been a senior executive in the nonprofit, government and private sectors and has spent much of her career working in the areas of sport, arts and philanthropy.

Louise was previously the CEO of Philanthropy Australia, and she is currently a board member of the St Vincent’s Curran Foundation, the City Recital Hall in Sydney and the Snow Foundation.

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