Study Tour 2017

UK Private Giving Study Tour

The 2017 Private Giving Study Tour to the UK (England and Scotland) will take place in October this year.

The Study Tour is a high level, intensive program of meetings and presentations with UK leaders in philanthropy, with a special focus on private giving and impact investment and innovation. Its purpose is to inform and stimulate our thinking and practice, to provide case studies, options and viewpoints which we can adopt, adapt or reject.

Members will gain extraordinary insight into some of the world’s most successful foundations, through dialogue with Chairs and/or trustees, CEOs and executive staff. The high level hosts will provide valuable insights, case studies and successful innovations for participants in a mix of expert forums, Q&A formats and site visits.

This tailored and customised study tour is open to 20 Trustees and/or CEOs of charitable wills and trusts, private foundations or family foundations who are members of Philanthropy Australia.

Each participating foundation will be invited to send two participants, either two trustees or a trustee and CEO. Therefore, 10 foundations in total will participate in the Study Tour, which will ensure that shared learnings can be thoughtfully applied to the practice of the foundation. We also hope that participants will share their reflections and take-outs from the tour with the wider Philanthropy Australia membership on return, through member events and discussions (such as the Family Foundation network, etc).


Dates

There are two options for dates under consideration. We’d like your feedback on which is most attractive for you. Both have five full days of tour activity.

  1. Preferred: Tuesday 10 October (starting early evening for briefing) – Tuesday 17 October (inclusive)
    The tour will incorporate New Philanthropy Capital’s (NPC) flagship Conference ‘Ignites’ in London on Wednesday 11 October. This annual event has a reputation of being at the forefront of the latest thinking and would be an excellent immersion in European philanthropy and social investment to kick off the rest of the tour. The tour price below includes the cost of the Conference. This would also allow the weekend for internal UK travel, maximising the time for meeting and visits. However, these dates are during the South Australian school holidays and week 1 of term 4 in other States.
     
  2. Alternate: Sunday 15 October (starting early evening for briefing) – Friday 20 October (inclusive)
    A full week of activity, which would also include relevant travel time within the UK. Individual members could still decide to go early and attend the Ignites Conference. 

Program focus

We are working with Diana Leat, New Philanthropy Capital and other key contacts in the UK, to plan a challenging and exciting program.

We will consult with participants to ensure the tour delivers:

  • Enhanced knowledge of contemporary global philanthropic practice
  • Ideas and innovation for consideration here as well as lessons learned and tips and traps
  • Greater international learning and collaboration across the global philanthropic sector. 

Participant benefits

  • First-hand experience of global philanthropic best practice;
  • Awareness of participant’s leadership role in domestic, regional and global philanthropic sector;‌
  • Strengthened knowledge to adapt learnings to Australian context;‌
  • Formation of networks within participant group; and‌
  • Formation of networks with international counterparts in UK.

Program fee

Program fee is $5,500 including GST per person, to be paid in full by 30 June 2017.

The program fee is an administration fee and does not include participant’s airfare, transport or transfers, accommodation, travel insurance or living expenses during the Study Tour. These are separate costs for which participants are individually responsible.

Participants will be required to cover all travel and living expenses themselves. In estimating costs, participants should factor in the following:

  • Participants should arrive in time for an in-country briefing in London at our recommended hotel on the evening as noted in the above dates; and
  • Participants are encouraged to stay at the recommended hotels to facilitate debriefing and group learning.

The team

Sarah Davies, CEO, Philanthropy Australia, will lead the Study Tour, but your key contact will be Julia Steele Scott, Member Services Manager (SA & WA), who will be the Project Manager. Both Julia and Sarah will travel to the UK with the group.


Expression of interest

Expressions of interest are open to members of Philanthropy Australia from charitable wills and trusts, private foundations or family foundations.

Space is limited for this unique study tour. Please note the 2015 Private Giving Study Tour to the USA booked out very quickly. Reserve a place by expressing your interest early. 

If you fit the criteria and would like to register your interest, please email Julia at jsteelescott@philanthropy.org.au by 5.00pm Friday 24 February

Please also let us know your views on the recommended dates and also your willingness to share experiences and reflections with colleagues on your return.

We will let you know by return email whether you’ve secured a place, pending confirmation of the tour proceeding on your preferred dates.

If you have any questions, please email or call Julia (0418 854 361).