New dates for Understanding the Governance of Charitable Foundations Seminar

We have announced new October dates for our Understanding the Governance of Charitable Foundations Seminar in Brisbane, Sydney and Melbourne.

Presented by David Ward, Philanthropy Australia’s Treasurer, this seminar is an essential refresher and introduction on governance for grantmakers, tailored to attendees’ needs and structures.

An exploration of issues and considerations for trustees of charitable trusts and foundations in Australia, topics covered include the structure of charitable trusts, governance and the role trustees play; what trustees must do and what trustees should consider doing; and governance failure.

Perhaps you’ve come across some of these questions in relation to your foundation:

  • What are the implications for our Public Ancillary Fund with the recent changes in tax laws?
  • How can I be told that some organisations with both DGR and TCC are not eligible for grants from my PAF?
  • What is wrong in having a grant condition stating that if money isn’t fully spent on this project the organisation must give the remainder back?
  • Why cannot my foundation support good small TCC Charities that desperately need help?
  • Why can this foundation only distribute in Victoria when others can fund deserving projects in the Northern Territory?

If you don’t know the answers, Understanding the Governance of Charitable Foundations Seminar will help.

Who should attend?

This seminar is an ideal base for new trustees and foundation staff; useful to those providing advice on setting up foundations and trusts; and an excellent reference document and aide memoire to those already familiar with its subject.  This seminar also provides an opportunity for those with significant interaction with foundations and trusts to understand the responsibilities and issues considered by Trustees.


Brisbane:  Tuesday, 11 October 2011, 9:30am - 12:30pm

» Click here to register online for Brisbane seminar

Sydney: Wednesday, 12 October 2011, 9:30am - 12:30pm

» Click here to register online for Sydney seminar

Melbourne: Thursday, 13 October 2011, 9:30am - 12:30pm

» Click here to register online for Melbourne seminar

About David Ward

David is a trustee, governance and structure consultant in the philanthropic community. He is on the Council of Philanthropy Australia, Director of Social Ventures Australia (SVA) Private Ancillary Fund Service, and Sessional Lecturer at Asia Pacific Centre for Social Investment & Philanthropy, Swinburne University, Melbourne.

David is author of the Trustee Handbook: Role and Duties of Trustees of Charitable Trusts and Foundations (2008) and the Private Ancillary Funds Trustee Handbook (2009) for Philanthropy Australia.

He was a member of the international panel that developed the Investment Management Code of Conduct for Endowments, Foundations and Charitable Organisations for the CFA Institute (2009-2010).

David had 20 years’ experience as a financial market executive with ANZ including four years as CEO of ANZ Trustees, which manages over 200 charitable trusts.

David has a BSC (Hons) and started his working life as a diplomat in New Zealand.

» More information on this seminar is available on Philanthropy Australia’s website

Sep. 21, 2011

 Tags: workshops, general, events

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