DAY 2 AT A GLANCE
FUNDER IMMERSION

Wednesday 3 September 2014
RACV Club, Melbourne

Morning sessions
 

A journey in philanthropy

7.30 - 8.45am

A conversation with philanthropists & former Australian sports captains, Ricky Ponting AO and George Gregan AM, led by Olympic gold medallist, Alisa Camplin OAM

Hosted by Patrick Walker, Chief Executive Officer, Australian Sports Foundation.

RACV Club Level 17/501 Bourke Street Melbourne

With thanks to our Presenting Partner: Australian Sports Foundation.


 

Ageing

Part one: 9.00 - 10.15am

A Truly Nourishing Mix - what happens to our general wellbeing when good food meets the latest nutritional research?

With Maggie Beer, Founder, Maggie Beer Foundation – A Good Food Life for All.

Facilitator: Grant Hooper, ‎Grant Program Development Manager, Equity Trustees

Part two: 10.45am - 12.00pm (after morning tea)

Can philanthropy cure Alzheimers?

Panel discussion with Maggie Beer, Sir Gustav Nossal AC and Baillieu Myer AC, Founder of The Yulgilbar Foundation.

Facilitator: Christopher Thorn, Senior Investment Advisor, Evans & Partners
 

Indigenous

Part one: 9.00 - 10.15am

What does it take to truly collaborate with communities and funders?

Panel discussion featuring international and Australian expertise, including Dr. Ken Wilson, Executive Director, Christensen Fund (USA), Dianne Christensen, President, Christensen Fund (USA), Jennifer Gill, CEO, ASB Community Trust (NZ) and Seumas Fantham, The Todd Foundation and Philanthropy New Zealand's Maori Advisory Group (NZ).

The panel discussion will be followed by a workshop session.

Part two: 10.45am - 12.00pm (after morning tea)

Break-out groups will drill down on meaningful engagement and collaboration. Dr. Ken Wilson, Executive Director, Christensen Fund (USA), Jennifer Gill, CEO, ASB Community Trust (NZ) and Seumas Fantham, The Todd Foundation (NZ).

Facilitators: Benson Saulo, Director, National Indigenous Leadership Academy and Caroline Vu, Philanthropy Australia

Arts & Culture

Part one: 9.00 - 10.15am

Transformative Leadership
– how philanthropy changed Queensland Ballet

Panel discussion with Anna Marsden (CEO) and Li Cunxin (Artistic Director) from the Queensland Ballet.

Part two: 10.45am - 12.00pm (after morning tea)

Where art, philanthropy and finance meet: the Australian Chamber Orchestra's Instrument Fund

This case study will delve into impact investing and the arts presented by Jessica Block, Deputy General Manager and a Director of the ACO Instrument Fund, and the Hon. Stephen Charles, an investor in the Fund.

Rupert Myer on reflections on the 2002 Contemporary Visual Arts Inquiry Report

Rupert Myer reflects on the outcomes from his Contemporary Visual Arts and Crafts inquiry 12 years on. He will also address contemporary arts philanthropy, the Australia Council and co-mingling of public and private funding.
 

Facilitator: Fiona Maxwell, Queensland Manager, Philanthropy Australia
 

International Giving

Part one: 9.00 - 10.15am

International Giving - Why I give my passion to international programs

Tim Costello AO, Chief Executive, World Vision, Australian actor, Rachel Griffiths and Kate Kennedy, CEO, Hagar, will address the values influencing their focus on human rights abuses and share their conviction about the role of women in effecting transformational change

Facilitator: Julie Reilly, CEO, Australian Women Donors Network

Part two: 10.45am - 12.00pm (after morning tea)

Effective models for high impact international giving.

Join us for powerful personal story-telling and compelling discussion with a panel of leading international philanthropists.

• Audette Exel  - ISIS Foundation
• Allan English  - English Foundation
• Mark Cubit  - Planet Wheeler Foundation
• Sam Mostyn - Chair – Australian Council for International Development (ACFID).

Facilitator: Joe Skrzynski AO, Sky Foundation.

Homelessness

Part one: 9.00 - 10.15am

Engaged Philanthropy on Turbo Charge - leveraging the power of the philanthropic dollar by using business skills to design, shape programs and help solve homelessness.

A case study of philanthropist Anna Buduls and her partnership with Mission Australia for the Michael and Misha Projects.


Part two: 10.45am - 12.00pm (after morning tea)

A Q&A session on youth homelessness and focussed on the topic of ‘Performing Without a Safety Net'.

Associate Professor David MacKenzie (Swinburne University of Technology) and Dr Michael Coffey (CEO, Yfoundations) in a facilitated Q&A session looking at the implications of youth at risk and those experiencing homelessness in light of the challenging national budget environment.

Facilitator: Ian Darling, Executive Director, Shark Island Institute.
 

Rural & Regional

Part one: 9.00 - 10.15am

The Conversation

The session and Q&A will be held with Tim Fairfax AC, Chair of the Tim Fairfax Family Foundation and Vincent Fairfax Family Foundation and Mike Guerin, former CEO of The Van Diemen’s Land Company, MD of Elders, and MD ANZ Pacific and Regional & Rural Banking

Thank you to the Foundation for Rural & Regional Renewal (FRRR).
 

Place Based Philanthropy in Robinvale, Vic: a collaboration with the community and the R E Ross Trust.

Glenn Stewart, Advancing Country Towns, Robinvale and Louise Kuramoto and Sylvia Admans, RE Ross Trust.

Facilitator: Alexandra Gartmann, CEO, Foundation for Rural and Regional Renewal (FRRR)

 

Part two: 10.45am - 12.00pm (after morning tea)

Creating Places: how community infrastructure builds social capital in rural and regional Australia

Caitriona Fay, Perpetual, will explore the intent of the Percy Baxter Trust in building social capital via physical capital across Victoria. Two local community representatives will highlight the social capital gains they have realised from the philanthropic investment.
 

Enabling Rural Communities – a Canadian case study

Ian Bird, President of Community Foundations of Canada 

The case study will explore the origins of the collaboration, the way in which it has evolved to a specific place based approach for the Trust, exploration of the conditions which have been necessary for this way of working and the challenges and learnings for all concerned.

Facilitator: Alexandra Gartmann, CEO, Foundation for Rural and Regional Renewal (FRRR)
 

12.00-1.00pm

Lunch
 

Afternoon sessions
 

Education

Part one: 1.00 - 2.30pm
Learners First: Improving the impact of philanthropy in education

A facilitated and participatory discussion led by experts in this field. Presenters include Dr Michelle Anderson, Schools Connect Australia, Dr Sara Glover, Mitchell Institute, Caitriona Fay, Perpetual, Rosemary Conn, Australian Schools Plus, Christine Cawsey AM, Principal Rooty Hill High School and Rosalie Moorfield, Principal Timboon P-12 School.

Learners First: Improving the impact of philanthropy in education

An extension of the discussion in Part one, including detailed Q&A with the presenters
 

Facilitator: Dr Michelle Anderson, Schools Connect Australia

Health & Medical Research

Part one: 1.00 - 2.30pm

Brave New World

Welcome, Elizabeth Foley, CEO, Research Australia

Keynote speaker: Professor Peter Schofield

The following health and medical case studies will be presented.

• Using genetics to save lives.
  Professor Ingrid Winship, Chair, Adult Gentics, University of Melbourne
   
• Developments in the treatment of food allergies in children.
  Professor Katie Allen, Director, Centre Food and Allergy Research, MCRI and Director, NHMRC funded centre of Food and Allergy Research
   
• Investigating metal aberrations in cancer, from basic science to therapeutic enquiry.
  Dr Michael Cater, Head of Metals in Medicine Laboratory, Deakin University

Presented in partnership with the Committee for the Advancement of Health and Medical Research.

Facilitator: Sir Gustav Nossal AC, leading figure of the Australian scientific community


Part two: 3.00 - 4.00pm (following afternoon tea)

Interactive Q & A Session

• How to start funding in this area/funding worthwhile projects?
• How can funding effect change?
• Best practice in health and medical research grantmaking.

Facilitator: David Ward, Philanthropy Australia Council Member

Corporate Giving

1.00 - 2.30pm

Part one: Where does the Money Come From? 

What if you were faced with this ethical dilemma? Can it be avoided with careful planning? Learn how to mitigate reputational and financial risk. Session will be followed by Q&A.

Panel members:

• Danny Gilbert, Gilbert and Tobin
• Simon Longstaff, St James Ethics Centre
• Peter Colacino, Keolis Downer

Facilitator: Sally Loane, Dir Media and Public Affairs at Coca-Cola Amatil
 

Part two: 3.00 - 4.00pm (following afternoon tea)

Risk Mitigation - workshop practical tips

Facilitator: Peter Colacino, Keolis Downer

Inventive Private Giving

1.00 - 2.30pm

Faith, hope and charity – Dr Diana Leat (UK) Performance measurement in Australian philanthropic foundations

What does it mean and who is doing what? Dr Diana Leat (UK) will discuss the findings from a study of Australian trusts’ and foundations’ approaches to performance measurement and consider some of the wider pros and cons of measuring

Thank you to the R.E. Ross Trust and Myer Foundation.


Three Australian foundations - Cages, Dusseldorp, and Origin - have embarked on creating a benchmark to judge the quality of their organisations.

Sean Barrett, Origin Foundation, Teya Dusseldorp, Dusseldorp Skills Forum and Howard Parry-Husbands, Pollinate, will explore what value the Foundations are getting from the tool and give other funders an opportunity to discuss it and consider joining the consortium and contributing to a bigger, more robust benchmark.


Investment Governance: Have you got it right?

Speakers: Fiona Rowland, CEO Bennelong Wealth Partners and Dr George Nassios, CIO Bennelong Wealth Partners

This session will cover:

• Good governance means appropriate investing for gifting
• Why an investment governance framework is critical
• Linking investment governance to your organisation's objectives
• How to interpret your investment manager’s recommendations and returns

Facilitator: Louise Doyle, Client and Research Manager, Philanthropic Services at The Myer Family Company

3.00 - 4.00pm

Part two: Hear from peers, drill down with Q&A and network with others.

Facilitator: Louise Doyle, Client and Research Manager, Philanthropic Services at The Myer Family Company
 

2.30pm - 3.00pm

Afternoon Tea
 

3.00pm - 4.00pm

Learning Kiosks
 

Hosted by industry experts including international guests Lucy Bernholz (USA), Dr Diana Leat (UK), Christine Sherry (USA) and facilitated by Allan English, English Family Foundation (Australia) with participants given 20 minutes at each kiosk – when the bell rings, delegates move to another kiosk.
 

1. Social media café: 101 Facebook for Foundations – the how to, pros and cons of being public and best practice examples with Lucy Bernholz.
 

2. Managing change in a foundation when the boss is your Dad… succession planning with Dr Diana Leat.
 

3. Environment and Climate Change Grantmakers with Australian Environmental Grantmakers Network (AEGN): global and local resources with Christine Sherry and Esther Abram.
 

4. Tricks, traps and triumphs in collaboration challenges: establishing cost efficient and cost effective funding relationships with Genevieve Timmons
 

5. Adopting and Adapting Collective Impact in Australia. Dawn O’Neil AM in conversation with Seri Renkin and Liz Chapman, Ten20 Foundation.
 

6. Making it cool to care for kids and families. Kylie MacDonald and Hunter Johnson, Kids in Philanthropy and Amanda Miller, Kids in Philanthropy Melbourne Chapter.
 

7. Not-for-profit Mergers and Acquisitions - how an entrepreneur is tackling this area in Australia with Mark Watt, CEO White Lion.
 

8. Environmental Impact Investing - inspiring case studies with John McKinnon, McKinnon Family Foundation and Craig Winkler, Yajilarra Trust.
 

9. Place based approach – how to start the conversation at a local level with Jenny Wheatley, Vincent Fairfax Family Foundation and Alexandra Gartmann, Foundation for Regional & Rural Renewal (FRRR).
 

Facilitator: Allan English, English Family Foundation
 

4.10-4.30pm

Wrap up and close