2019 Board Nomination Statements

Michael spent most of his working life in the education sector, holding senior leadership roles in administration, curriculum development and risk management, before leaving the sector in 2010. He then worked at the Victorian Equal Opportunity and Human Rights Commission on a variety of projects addressing the development and understanding of equal opportunity issues throughout the State. He consulted to local and state government departments, the not-for-profit sector and private enterprise. It was in this job he truly started to appreciate the extent of disadvantage in Victoria. He realised addressing this disadvantage has to be a partnership between service providers, government at different levels, community and philanthropy.

In 2006, Michael’s family established a PAF to help sick and disadvantaged children, young people and their families. The PAF started as many do, with the family coming to terms with what it meant to be philanthropic. In 2012, Michael became Chairman of the Barr Family Foundation (BFF) and has continued to grow the Foundation’s program of giving. On a personal level, Michael recognised that philanthropy was more than just grant making from afar. He likes to build a relationship with grantees, challenging them to think ‘big’, be innovative or modify their projects so they can be more effective. 

Michael now spends his spare time working closely with potential grant recipients, mentoring young people in social enterprises and promoting the importance of philanthropy in civil society. At other times he plays golf, travels with his wife and spends time on the Mornington Peninsula.

In 2016, the Barr Family Foundation won the Gender-wise Philanthropy Award for their support of the Mcauley House pioneering Court Support 4 Kids program. In 2017 Michael was a participant in Philanthropy Australia’s Study Tour of the UK.

Michael sees joining the Board of Philanthropy Australia as being the next step to contributing to the wider philanthropic community. His work and thoughts on philanthropy are closely aligned with PA’s Vision and Purpose.

Feb 2019

My name is Lisa George and I have the privilege of being the Global Head of the Macquarie Group Foundation (the philanthropic arm of Macquarie Group). 

I am seeking election to the Board of Philanthropy Australia because of my commitment to deepening the reach of philanthropy and social impact in this country. 

The Board of Philanthropy Australia has indicated the following gaps in its skills matrix (among others), which I am qualified to help fill:

  • Cultural diversity 
  • Corporate foundations
  • Age diversity

I believe I will make a meaningful contribution to the Board of Philanthropy Australia for three main reasons, which I will explain in further detail below: 

  • 13+ years' experience in the social impact sector, including 8.5 years in corporate philanthropy
  • Global education and professional expertise
  • Diverse cultural background

Originally from India, I have studied, lived and worked in Nigeria, Italy, Mongolia, the United States and Australia. My 'social justice nerve' was switched on at a young age due to the influence of my parents (both teachers) and spending my childhood in a developing world context in Nigeria. 

I therefore chose a social impact career path, starting in the non-profit sector in the United States. After moving to Australia in 2007, I continued this work; joining Social Ventures Australia (SVA) for 2.5 years providing strategic support to non-profit organisations before joining the Macquarie Group Foundation, initially as Australian Partnerships Director, then as Global Head of the Foundation since 2012. I have been an active member of the Philanthropy Australia community for many years, including through the New Generation of Giving program and past Co-Chair of the Corporate Giving Network.

I believe I will bring a different perspective to the boardroom table, having lived in many different cultural contexts, and worked in both non-profits and corporate philanthropy. 
I am also an experienced board director, currently serving on the board of SYC Ltd (since November 2017) and previously YWCA NSW (2011-2016). I am a Graduate of the AICD's Company Directors Course. I hold a Master of Public Policy degree from Harvard University's Kennedy School and currently Chair of the Harvard Club of Australia Non-profit Fellowship, which awards two scholarships annually to Australian non-profit CEOs to study at Harvard Business School. 

In conclusion, I am seeking election the Board of Philanthropy Australia because I believe I will make a valuable contribution to the strategic direction of the organisation. I am particularly excited by Philanthropy Australia's current strategic imperatives to increase collaboration between the sectors, and sharing of data and insights. These are areas I have sought to prioritise during my leadership of the Macquarie Group Foundation, through the introduction of collaborative grants and publicly sharing insights from our own research into the employment challenges facing young Australians. I would be honoured to serve on the Board to help steward this strategic direction using my skills and experiences. 

Feb 2019

I am a partner of Gilbert + Tobin, an independent Australian corporate law firm. Gilbert + Tobin has been a member of Philanthropy Australia since 2015. I specialise in M&A and corporate governance and am a long standing member of Gilbert + Tobin’s CSR committee. 

I advise listed and unlisted companies and not-for-profit organisations on all aspects of corporate governance.  I also regularly speak, write and contribute to the media on the subject. I’m particularly interested in innovative governance and corporate structures and the opportunity Australia has to learn from and lead on the thinking going on around the world on how to better align business with community impact.

I was a director of RACS (Refugee Advice & Casework Service – a Philanthropy Australia member) for 4 years before retiring last year.  I was invited to join the RACS Board to assist with the urgent need to transition its funding mix following an abrupt cut in government support.  Joining Philanthropy Australia was part of that journey for RACS. 

I am a member of the Dean’s Advisory Council at UNSW Law and have been heavily involved over the years in a number of successful philanthropic efforts designed to help disadvantaged people to attend university.  I am currently involved in the establishment, governance design and fundraising for a number of organisations in the indigenous and environmental space, as well as in impact investing.  I also have strong connections in legal, business and NFP circles in Sydney. 

As a board member I am constructive and collaborative and bring to bear the experience of having advised all types of organisations and their Boards through good times and bad.  In relation to Philanthropy Australia’s 2019 priorities for Board skills and profiles, I have experience in the leadership of an NFP that was profoundly benefitted by the development of its relationship with funders, I have a contemporary understanding of philanthropy practices and its future potential and I am under the age of 40.

I am passionate about fairness, opportunity and inclusion in Australian society and I’ve seen firsthand the impact philanthropic connections can make to organisations doing critical work for vulnerable people. I would relish the chance to help Philanthropy Australia’s continued growth, particularly in Sydney, and to assist in the success of Philanthropy Australia’s 2020 ambitions.

Thank you for considering me.

Tim

Feb 2019

Five years ago I was appointed first full time CEO of Sydney Community Foundation. Since that time, we have built the corpus of a young community foundation from $1.5 to just under $3 million and foster collective giving to deliver around $1 million a year to people facing disadvantage in post codes across Greater Sydney. Sydney Community Foundation has taken an evidence base and gender lense to this giving and built strong support for Sydney Women's Fund under the banner of Sydney Community Foundation. In 2018 we created our own charity a PBI Be Kind Sydney to grow a corpus and collective giving to reduce the growing divide between those in Sydney who participate fully in life in one of Australia's great cities and those who don't. 

As Deputy Lord Mayor of Adelaide in my early 30's I have, since that time, been committed to building stronger communities. Since then I have served on community and cultural board often with a focus on fundraising to achieve purpose. 

My professional career first as an ABC news journalist and later as an Urbanist, has drawn on my listening, communication and strategy skills. I specialized in complex community engagement to shape public policy and the master-planning and design of shared public places working with HASSELL architects and as City Strategist for the City of Sydney. This work continued my passion for making better communities; as the opportunity to lead the SCF into a new and more secure future has done. Interest and shaping of public policy as a decision maker and professional has been a thread throughout my career and I am interested in contributing this skill set to Philanthropy Australia. 

I have served on community and government boards in SA, the ACT and NSW for almost 30 years and am a fellow of the AICD. I was awarded a Centenary of Federation Award for service to Australian Society in 2002. It would be a privilege to serve on the peak body for philanthropy in Australia as the importance of the shared responsibility for shaping and repairing the disadvantage in our nation shifts from reliance on Government to a shared responsibility of community, corporations and philanthropy. 

Feb 2019

I am delighted to be nominated as a candidate for the Board of Philanthropy Australia (PA).

I currently hold the position of CEO of the Besen Family Foundation, a Private Ancillary Fund (PAF) which is an 'Engaged' Member of PA.

I have read the eligibility criteria and preferred skills, experience and diversity matrix and I believe I both meet the criteria and have the relevant skills and experience to contribute meaningfully to PA's important work. 

I am passionate about the role that philanthropy plays in the community in tackling social issues that require innovative, compassionate and sustainable solutions. Before moving into the philanthropy sector in 2008 I worked as a social justice lawyer at Justice Connect and that experience and exposure to the causes and contributors to inequality, hardship and disadvantage underpins my approach to the practice of philanthropy. Importantly it also fuels my desire. to increase the number of people involved in philanthropy, the funds being donated and distributed and the impact of their giving. 

I have been employed in the philanthropy sector and an involved member of PA for over a decade. In terms of my involvement with PA, I have been a member of the Advocacy & Law Reform Committee and contributed to public submissions on: PAF Guidelines 2009; the scope of the ACNC's powers; the CAMAC Report into the Administration of Charitable Trusts, proposed changes to the Imputation Credit System; the recent Electoral Act Reforms and I co-authored PA's Advocacy Report. 

I also enjoyed being on the PA Conference Committee and most recently I was appointed Co-Chair of the Family Foundation Network (2018). 

Before being appointed CEO of the Besen Family Foundation, I was the General Manager of Philanthropy Services at Equity Trustees (EQT) (2009 - 2017) where I oversaw a portfolio of more than 450 charitable trusts with combined funds under management of $1.8 billion, distributing over $70 million annually; and managed the investment relationships with more than 30 not-for-profits (NFP) with combined investments of $300 million+. During that period I was the manager and trustee representative for a number of Australia's established trusts including The William Buckland Foundation, the Alfred Felton Bequest, Charles and Sylvia Vietel Charitable Trust and the RM. Ansett Trust. 

Prior to EQT, I was the Grants Manager for the Victoria Law Foundation; a Manager at Justice Connect and solicitor at King & Wood Mallesons. 

My skills and experience covers the full spectrum of the philanthropic sector: including the relevant law, governance and regulatory framework and taxation issues; investment oversight, discretionary grant-making, and communications, reporting and impact measurement. 

I would bring to the role as Board Director rigour and attention to detail and experience in realising board, committee and member objectives. My qualifications include a Postgraduate Diploma in Legal Practice, Skills and Ethics (Monash University); Bachelor of Arts/Law (Monash University); and I am part-way through the Master of Social Investment and Philanthropy (Swinburne University).

In 2007 I was awarded a Churchill Fellowship to research free legal services for NFPs and I was involved in establishing Not-for-Profit Law at Justice Connect.

Philanthropy Australia plays a pivotal role in promoting philanthropy in Australia and serves a large and varied membership including: community and private foundations, corporates, licensed trustee companies, individual philanthropists, charities and NFPs. 

I'm hopeful that my experience working at an NFP, a statutory philanthropic foundation, a licensed trustee company and a Family Foundation will equip me well to understand and deliver on the objectives and goals of the membership and to help promote and further Philanthropy Australia's vision and purpose. 

Thank you for considering my nomination.

Feb 2019

John co-founded JBWere Philanthropic Services on its establishment in 2001 after 15 years as a financial analyst with JBWere covering resource strategy and as manager of the Resource Research group within the firm's top-ranking strategy team. Apart from Commerce and Engineering degrees, he has also completed the Swinburne University postgraduate course in Philanthropy and Social Investment and recently gave the inaugural Liffman Lecture, in honour of the courses founder, Dr. Michael Liffman.

He researches and produces widely read reports on philanthropy including Australian Giving Trends and the Private Ancillary Fund and charitable trust sector. He co-authored the Impact – Australia report in 2013 highlighting the current practice and growth potential for Impact Investing and more recently co-authored Growing Impact in New Zealand, released at the Social Enterprise World Forum held in Christchurch. He also authored The Cause Report examining the evolution of the NFP sector in Australia over the last 20 years and examined the implications for its future direction. He compiles the list of Australia’s major philanthropists for the Australian Financial Review’s annual special, Philanthropy 50. Most recently, John authored The Support Report which focused on the dramatic trends occurring in Australian giving and the implications for recipients over the coming decade. 

John presents at a range of conferences and workshops on issues related to philanthropy as well as the governance of charitable trusts and measurement of social return and trends in the charity sector. He also sits on the Board of several charities including education and disability housing causes and on the Board of Philanthropy Australia.John and his family have been able to develop their own knowledge of the sector through private philanthropy in the form of a Private Ancillary Fund established in 2004.

As part of my broader analysis of the charity sector and the important support provided by philanthropy it is very evident that the dynamics are changing. There is a clear need to inspire the broader public about the benefits and opportunities of participating in giving to arrest the slide in “mass market” philanthropy. Those already doing it, enjoy it and are growing their giving strongly. Spreading that message is the challenge. At the same time there has been rapid growth in both structured giving and larger donations plus a rise in corporate support. Only a small proportion of recipients (those we charge with the task of producing the impact) are prepared for this change. As a peak body, Philanthropy Australia is critical to enhancing both the “more” and the “better” aspects of giving in Australia and I would welcome the opportunity to continue in helping to achieve this very worthy and necessary task.

Feb 2019

The ecosystem in which Philanthropy Australia exists is an increasingly complex one that involves the interaction between philanthropists, not for profits, business for purpose, corporate foundations, social enterprise and government.

The world that I live and breathe, straddles this eco-system on a daily basis and interacts with the above stakeholders, from the core position that strong leadership and collaboration are paramount to the sustainability and success of the ‘for purpose’ sector.

  • I believe in the power and capability of our NFP Leaders - the people behind the purpose;
  • I believe it’s more difficult than ever for our Leaders to do what they do best ie. deliver on social outcomes that make the world a better place – especially if they try to navigate this path alone;
  • I believe there is a great opportunity for Philanthropy to champion leadership – collaboratively and across sectors – towards more positive social outcomes in times of change;
  • I believe that more and better philanthropy can support and enable greater opportunities for Charities, amongst the challenges and uncertainty.

I am Carmel Molloy, Co-Founder & Director of the NonProfit Alliance (NPA), Board Advisor and former senior executive of the NFP sector. NPA is a peer2peer collaborative, shared learning network, exclusively for social sector leaders. It is a social enterprise that exists to enable stronger leadership; to build more robust organisations; to empower the sector to deliver on social outcomes.

I consider myself privileged, not in a monetary sense but through the richness of my experience and contacts, as every month up to 125 NFP leaders spend a full day sharing their myriad of issues and opportunities with us.

I know that our Leaders are desperately in need of support and there has never been a more complex ecosystem at play, or a greater need to build on capability.

The current focus of business towards a ‘social licence to operate’, means that the ‘for purpose’ space is suddenly very crowded – and our charities must work even harder to remain relevant and amplify their brand story in an increasingly purpose driven and ethically sensitive market.

  • As a NFP Leader and Board Advisor, I understand the challenges of the charity landscape.
  • As a business owner, I understand the increased focus on ‘business for purpose’; brand delivering on values; and purpose above profits.
  • As a leader of a member-based network, I know that listening to and delivering on my members needs is critical to success.
  • And I understand emerging trends such as Impact Investment and Social Enterprise.

You can visit my Linked-In Profile, or company website, if you want to know more about me: https://www.linkedin.com/in/carmel-molloy-7b906641/ or www.nonprofitalliance.com.au

But most importantly, you need to be convinced that I know the landscape; I recognise best practice; and more importantly, that I can effectively assist and represent you, the Members of Philanthropy Australia.

Please call me on 0401 710 837 anytime if you would like to discuss my suitability for this role.

I hope I get the opportunity to represent you, in the pursuit of more and better philanthropy.

Feb 2019

The icare Foundation works with business and community organisations to test, seed and grow innovative services and interventions that improve outcomes in the areas of injury prevention, recovery and return to work for injured workers and quality of life outcomes for workers and their families. As the recently appointed General Manager of the icare Foundation, I lead the Foundation’s strategy and operations to deliver on our innovation agenda and to influence the workers compensation system.

I feel it is particularly important that as a sector, we are being both strategic and innovative – developing and maintaining a keen focus on the issues that are being unaddressed by other areas of the economy, whilst being bold enough to try new ideas and approaches with a higher risk of failure, but a promise of big impact. As a public-sector Foundation, we are in a unique position in that we are the system that we are trying to change – which is both an advantage and poses its own set of challenges. We are currently exploring new approaches to creating impact, from systems change, impact investment and cross sector collaboration. We are also grappling with how we support our partners take their ideas to scale. It is through this lens that I would bring a useful set of perspectives and experience to the Philanthropy Australia board.

In terms of my own experience, I have spent over 16 years’ in the government, corporate and not for profit sectors, creating and executing strategic innovation agendas that have delivered real and measurable societal impacts.

At icare, I have successfully executed our WorkUp investment fund, designed to test new innovations with the potential of returning long-term injured workers to employment. This both raised the profile of the Foundation and, more importantly, resulted in eight highly targeted social investments with the potential to improve outcomes for injured workers and save our schemes over $15m from a $5m investment. Working previously in NSW Government program delivery, I leveraged a range of cross sector partnerships to secure over $10M of co-investment into a program benefitting the community housing sector, that returned $32m of combined social, environmental and economic value to the state.

I believe strongly in the power of philanthropy to make a real difference and move the needle on some of our most pressing social problems. Philanthropic endeavors in Australia have already made huge impacts in the fields of education, employment, health, and reducing place-based disadvantage. Having recently moved into a new leadership role in a unique public-sector Foundation, I am passionate about playing a role to support the sector grow its strength and capability and I am eager to contribute fresh insights and learnings.

Feb 2019

I seek re-election to the Philanthropy Australia (PA) Board, having been first elected to the Council in 2016.

I worked for over thirty years in the higher education and not-for-profit sectors in the UK and Australia, and have been an academic and a social researcher with publications in the areas of labour market, gender and income security. For ten years I worked in executive management roles at the University of Melbourne with a particular focus on starting up new initiatives and renewing existing areas. I then became a director of my own consultancy company with expertise in strategy development, change management and stakeholder engagement.

I have extensive Board and governance experience, gained over twenty years. I am a Trustee and current Chair of the R E Ross Trust, a Director of the Board of Hillview Quarries, and an elected member of PA (now) Board. Former governance roles include as a long serving member of the Board of Prahran Mission, a Ministerial appointee to the Board of Melbourne Polytechnic (then NMIT), and a Board member of a Community Bank.

I hold Bachelor and Masters degrees in Sociology, have undertaken Executive-level leadership programs in Australia and in the US at the John F Kennedy School of Government at Harvard University, and am a graduate of the AICD company directors’ course. 

In the past three years, Philanthropy Australia has reformed, reshaped and reinvigorated itself as the sector peak body via a comprehensive process of consultation with members, and a great deal of hard work by the PA team, staff and Boards of member organisations, and the PA Board. This renewal plan is not yet quite fully embedded, and I would get great pleasure from serving one more term to continue to work with my Board and staff colleagues to see this through to its conclusion and prepare for the next iteration.

I feel that my diverse experience, gained from research, leadership and governance positions in grant-seeking organisations in the not-for-profit and higher educations sectors, and from my five years as a Trustee at the philanthropic grant-making R E Ross Trust, has provided me with valuable insights and experience that are usefully applied to the work of the PA Board and our purpose in serving the philanthropic community to achieve ‘more and better philanthropy’.

Feb 2019

Caroline is a philanthropic leader with over 25 years of corporate, legal, governance, diversity and not-for-profit experience. Caroline is the CEO of the Ecstra Foundation, a new organisation committed to empowering consumers and building the financial capability of all Australians. She previously led the UBS Australia Foundation, a Corporate Private Ancillary Foundation.

Caroline is Co-Chair of Philanthropy Australia's Corporate Foundations Network and a member of the Audit & Risk Management Committee. Other current board commitments include WAGEC (Women and Girls Emergency Centre, Redfern), and as Deputy Chair of Lenity Australia, a PAF focused on supporting vulnerable families in Australia and Asia Pacific. She is past president of the Sancta Sophia Alumni Committee, Sydney University and has partnered with many community organisation across her career. Caroline holds a BA from Sydney University, is admitted as a Solicitor in NSW and the ACT and completed the AICD Company Directors Course in 2015.

Feb 2019

As the CEO of the Fay Fuller Foundation, I lead a grant making foundation seeking to improve health outcomes through long-term, systemic investment in South Australian community organisations. I have previously held roles with the Myer Family Company, Telstra Foundation and The Trust  Company. I hold a Master of Business majoring in Philanthropy and Social Investment and am a 
Director of The Australian Centre for Social Innovation, on the board of lmpactl00 SA and also sit on a number of other advisory committees. 

In nominating, I would expand the geographic and age diversity of the current Philanthropy Australia Board while also bringing a varied range of perspectives. Having begun my career in the non-profit sector and having always been an active volunteer I understand some of the needs and challenges of community organisations. Furthermore, I am engaged with community foundations having a family sub-fund and being a member of lmpactl00 SA, both with Australian Communities Foundation. 
Lastly, having held senior roles with The Trust Company and Telstra Foundation I have the 
experience and knowledge of corporate foundations to further add to the Board's skillset.

Philanthropy Australia has undergone significant changes over the past three years with a new 
strategic plan and updated business model. If successful in joining the Board, I would like to see this consolidated to build the sustainability of the organisation while also further developing the value proposition for members and standing of the organisation in the broader sector. Finally, I'd like to work closely with the sector to increase diversity and lived experience across both member 
organisations and Philanthropy Australia itself.

Feb 2019

How to seek funding…

Grant Seeking Series
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