Events

Governance Essentials for Charitable Trustees

Where: Melbourne, VIC

When: Wed 13th Jun 2018, 08:30 – 13:00 (4 hours, 30 minutes)

Presented by: Philanthropy Australia in partnership with AICD

Two of Australia’s leading professional associations have collaborated to develop a powerful and insightful essential governance program for trustees and directors of charitable foundations who invest and distribute funds for social good in Australia and overseas. Being a trustee or a director/responsible person of a charitable foundation and/or a Private/Public Ancillary Fund (PAF/PuAF) is an intrinsically rewarding role. It also brings significant responsibilities. 

Trustees of each have the ultimate responsibility for its governance. They are responsible for directing the affairs of the foundation to ensure it is well run and compliant with the law, relevant Guidelines and the Trust Deed. This half day course will explore the broader governance duties of trustees as they relate to administration, investment decisions and distribution of foundation funds.

Learning Objectives:

  • Examine the duties and responsibilities of charitable trustees
  • Duty to act in good faith and for proper purpose
  • Conflicts of interest
  • Duty of care and diligence
  • Personal liability of trustees
  • Comply with the law, deed and relevant guidelines
  • Charitable Investment management
  • Grant Distribution strategy/compliance issues
  • Understand the role of the ACNC and other regulatory authorities
  • Best practice in succession planning

Facilitated by: Tracy Matthews FAICD, FC

Melbourne Panel Members:

  • David Ward, Technical Director, Australian Philanthropic Services
  • Hugh Hodges, Director – Philanthropy, Harper Bernays Limited
  • Dr Philip Moors AO, Chairman Helen Macpherson Smith Trust

 

  More information / Register

  Add to calendar

In conversation with Daniel Lee of the Levi Strauss Foundation

In conversation with Nicole Richards at the Philanthropy Meets Parliament Summit, Daniel Lee shared his insights on topics including the role of philanthropy as a driver of systems change which addresses root causes of social challenges, the relationship between philanthropy and government and what the new political environment in the United States means for philanthropy.

Watch video

Get a taste of membership

Sign up for a free edition of our weekly newsletter to have sector news, views and resources delivered straight to your inbox.

Sign up now