New Seminar Series: How Australia Gives

Philanthropy Australia is delighted to announce the first in a new series of seminars, How Australia Gives, in which we draw together leading examples of philanthropic endeavour. We will highlight the many and varied examples of How Australia Gives to inspire donors and encourage not-for-profits.

The first seminar is Granting By Trustee Companies - Traditionalists And Trailblazers.

Trustee companies have been a part of the Australian philanthropic landscape since 1878. Traditionally involved with the execution of estates and bequests trustee companies are now more actively involved with living donors particularly through the establishment of private ancillary funds (PAFs) and public ancillary funds (PuAFs).

This seminar will bring together presenters from four of Australia’s leading trustee companies to discuss the philosophy and processes behind their grant-making strategies.

Charitable trusts provide a vital and perpetual source of funding for NFPs. Between them ANZ Trustees, Equity Trustees, Perpetual Trustees and The Trust Company manage almost 1300 charitable trusts consisting of $3 billion in funds under management and distributing over $160 million in discretionary funds each year.

In this How Australia Gives seminar, four major trends in philanthropy will form the backdrop:

  1. Exploring new models of financing for not-for-profits: how will charitable foundations participate, and how will this change the charitable sector?
  2. Increased giving trends measured over the long term, including structured giving, are leading to the emergence of a larger, more fragmented and complex philanthropic sector: what does this mean for not-for-profits and advisors?
  3. How is the trend toward ‘giving while living’ changing the relationships between donors and charities, and donors with their foundations and advisors?
  4. The increasing demands in philanthropic governance: transparency; the emergence of social return on investment and social impact measures; and calls for accountability in philanthropy.


  • Teresa Zolnierkiewicz, ANZ Trustees
  • Andrew Thomas, Perpetual
  • Tabitha Lovett, Equity Trustees
  • Simon Lewis, The Trust Company
  • Dr Deborah Seifert, Philanthropy Australia
  • Rikki Andrews, Philanthropy Australia

For more information including a schedule for the session and speaker bios, see How Australia Gives on our website.

Jun. 06, 2012

 Tags: workshops, news, general, events, education

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