Governance of Wills & Trusts

This two-part webinar series discusses the governance of wills and charitable trusts, including the concept of governance and the responsibilities of the trustees.

Each webinar is accompanied by downloadable presentations that you can make notes on during the webinar and keep for future reference. The presentations include a list of useful resources and further reading.

The Governance of Wills & Trusts 101 

  • Examines different types of foundations
  • Examines laws relating to trustees
  • Examines Trustees' fiduciary duties and
  • Introduces the concept of governance relating to charitable trusts.

The Governance of Wills & Trusts 201

  • The duties of trustees
  • The three core areas of foundation activity (administration, investment and grantmaking)
  • Governance failure and how to minimise it
  • A trustee induction program and
  • The current regulatory environment.
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Presenters:

Peter Winneke

Peter Winneke

A qualified Chartered Accountant, Peter Winneke has an extensive background in finance (insolvency/ media acquisitions), including roles with Andersen and Southern Cross Broadcasting. He joined The Myer Foundation in 2003 as Finance Manager. With a passion to grow the philanthropic sector, in mid 2004 Peter founded and developed the Philanthropic Services division of The Myer Family Company where he established 100 family foundations and assisted many of those families develop a philanthropic purpose and strategic giving program. During this period he was also company secretary to The Myer Foundation, the Sidney Myer Fund and a director or secretary of many private ancillary funds. In February 2016 Peter was appointed CEO of the Yajilarra Trust. Peter is a Trustee of The Reichstein Foundation.

Peter is an individual Member of Philanthropy Australia and a member of Philanthropy Australia's Audit, Risk & Compliance Committee.

Vision is for a more giving Australia…

Sarah Davies (CEO) launched Philanthropy Australia's Strategic Plan 2017 - 2020 at our 2016 Conference.

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