2017
GENEROSITY FORUM
WEDNESDAY
29 MARCH 2017
THE
Rendezvous Hotel, 328 Flinders St, Melbourne
C O N V E R S AT I O N S I N C H A N G I N G P H I L A N T H R O P Y
PROGRAM
PRESENTED BY
PROUDLY SPONSORED BY
GENEROSITY
generositymag.com.au/generosityforum
Gold Sponsor
Silver Sponsor
KING EDWARD BALLROOM
Session 1: Chair – Nicole Richards Editor, Generosity
9.00 9.05
Welcome and introduction – Jeremy Bradshaw Publisher, Bombora Publishing
9.05 10.00
What does it mean to be a leader in philanthropy?
FACILITATOR: Nicole Richards Editor, Generosity
PANELLISTS: Craig Connelly CEO, The Ian Potter Foundation
Seri Renkin Managing Director, ten20 Foundation
Sarah Wickham Co-founder, Good Mob and Philanthropy Manager, Equity Trustees
Geoff Wilson Founder and Chair, Wilson Asset Management
Philanthropy has come of age in Australia with both established and emerging philanthropic leaders exploring new
avenues and opportunities to amplify the impact of their giving.
As the philanthropic landscape continues to evolve, this session will explore the leadership visions, practices and insights
of our panellists, four notable leaders in the sector. By drawing on their own personal experiences and expectations as
leaders, the panel will take a deep dive into the topic of leadership to uncover what it means to be a leader in philanthropy.
10.00 10.30
Morning Tea sponsored by Lord Mayor’s Charitable Foundation
KING EDWARD BALLROOM
Session 2: Chair – Jeremy Bradshaw Publisher, Bombora Publishing
10.30 11.15
It’s all in the family – the Morris Family Foundation – an interview with Hayley Morris
Executive Director, The Morris Family Foundation
When Chris Morris founded Computershare in Melbourne in 1978, he couldn’t have anticipated that the tiny start-up
technology business would go on to become the world’s leading share registry business with a market capitalisation in the
billions of dollars.
With substantial wealth came a desire to take the plunge into philanthropy, and in 2009 the Morris Family Foundation was
created. The foundation gives away $2 – $2.5 million a year. In this session Hayley Morris (daughter of Chris) will share the
Morris family’s giving journey, including the highs, the lows, the challenges and the dynamics of a family foundation.
The evolution of the family’s giving is intertwined with Hayley’s personal story. Early in her career Hayley was heading down
the path of taking a leading role in the family’s business, Computershare. However, a trip to Africa proved to be an epiphany
where Hayley questioned many aspects of her life as a ‘consumer’. She left the family business to set out on a new path to
learn what it means to live and create a sustainable future, and is doing just that.
This session will explore the role of philanthropy in a family, the sometimes-tricky relationships to be negotiated, and the
successes and bonding that can come through philanthropy.
KING EDWARD BALLROOM
Session 3A: Chair – Nicole Richards
Editor, Generosity
11.20 12.10
Innovation in philanthropy
FACILITATOR:
Nicole Richards Editor, Generosity
PANELLISTS:
Belinda Morrissey Executive Officer, English
Family Foundation
Maree Sidey CEO, Australian Communities
Foundation
Is ‘innovation’ one of the most over-used words
in philanthropy? Undoubtedly. But beyond the
rhetoric, what does it take to be innovative as a
funder and why is it so important? How do you
strike the right balance between innovation and
risk taking? What’s the best way to reconcile new
directions with the legacy of the past?
In this session, Maree and Belinda will unpack
their own experiences of innovation and the pursuit
of bold agendas in order to achieve greater impact.
At the Australian Communities Foundation,
Maree is leading the organisation through
a significant pivot to become a community
foundation with an issue-based, rather than
geographic focus, while at the English Family
Foundation, Belinda has orchestrated the
Foundation’s involvement in ground breaking
initiatives such as the Social Enterprise Design
Challenge that nurture the next generation of
change makers.
HERITAGE LOUNGE
Session 3B: Chair – Jeremy Bradshaw
Publisher, Bombora Publishing
Advisors and philanthropy – a window into
the advisor/client relationship
FACILITATOR:
David Ward Technical Director, Australian Philanthropic Services
PANELLISTS:
Farren Williams Advisor and Partner, Koda Capital
Ben Clark Head of Philanthropy, Australian Executor Trustees
Caitriona Fay National Manager – Philanthropy and Nonprofit
Services, Perpetual
Advisors can play an important role in helping their clients
move into philanthropy and in navigating the different
paths that philanthropy can take. But what are some of the
challenges faced by advisors in assisting their clients, and
what are the opportunities for advisors to deepen client
relationships and play a role in growing philanthropy? What
factors will drive the philanthropic advice model in the future?
A panel of respected advisors will share their perspectives and
experiences on issues such as:
• How do advisors successfully introduce the idea of philanthropy
as an important area for clients to consider?
• What are the barriers preventing clients from engaging with
philanthropy?
• Philanthropy and the provision of ‘values’ based advice – what
are the sector trends and how are advisors aligning philanthropy
with their clients’ wealth strategies?
• Exploring the role advisors play in supporting their clients with
structured giving.
12.10 1.10
Lunch sponsored by Equity Trustees
KING EDWARD BALLROOM
Session 4A: Chair – Nicole Richards
Editor, Generosity
1.10 2.00
2.05 2.50
HERITAGE LOUNGE
Session 4B: Chair – Jeremy Bradshaw
Publisher, Bombora Publishing
Impact investing – the good, the
bad and the ugly
Corporate giving – three companies share their
approach
FACILITATOR:
Daniel Madhavan CEO, Impact Investing
Australia
PANELLISTS:
Paul Steele CEO, donkey wheel Charitable Trust
Sylvia Admans Chief Executive Officer, R E Ross
Trust
FACILITATOR:
Julie Reilly CEO, Australian Women Donors Network
PANELLISTS:
Sophie Ryan CEO, Sony Foundation Australia
Lisa Waldron Senior Advisor, Westpac Foundation
Sandra Jacobs CEO, Bennelong Foundation
With impact investing becoming an increasingly
popular option in the contemporary philanthropic
toolkit, more and more funders are keen to
better understand the opportunities, risks and
real-world experience of impact investing.
In this session, Daniel Madhavan will facilitate
a frank and fearless conversation with the
panellists, about their experiences as impact
investors.
The panellists will share their honest
experience of what worked, what failed and
what advice they’d give to others interested
in impact investing, as well as responding to
questions from the audience.
The role of business in supporting the community is constantly
evolving, and in this session three businesses that are leading the
way in this sphere share their stories, ambitions, successes and
challenges.
Corporate support for the community can take a multitude of
forms, and senior executives from The Sony Foundation, Westpac
Foundation and Bennelong Foundation, will outline their various
approaches, the strategic intent behind their support, and share
their perspective on how corporate support will evolve in the
coming months and years.
Each of these foundations has a very different take on
supporting the community, and you will get a valuable insight
into how some of the leading companies in Australia are making
an impact with their dollars, staff, brand, expertise, networks and
customer reach.
Social enterprise from both sides of
the fence
Fundamentals of an effective giving evaluation
program
FACILITATOR:
Libby Ward-Christie Head of Investment and
Advisory, Social Traders
PANELLISTS:
Natalie Elliott Manager, William Buckland
Foundation, and Children & Young People
Domain Lead, Equity Trustees
Jeanette Large CEO, Women’s Property Initiatives
Social enterprise is a rising force in Australia that
brings together business strategy with social
mission as a means of effecting positive and
sustainable change.
The growing interest in social enterprise by
philanthropic funders seeking maximum impact
from their giving, and nonprofits looking to
develop new income streams, has often been
accompanied by a lack of clarity about what is (or
isn’t) a social enterprise and the opportunities or
limitations of funding such an enterprise.
In this session, social enterprise expert, Libby
Ward-Christie will explore the opportunities and
challenges from the perspectives of both funders
and social enterprises. Natalie Elliott, will provide
insights into her ongoing experience with social
enterprise as Program Manager for the William
Buckland Foundation, while Jeanette Large will
explain how the support of funders like the
William Buckland Foundation has contributed to
Women’s Property Initiatives success and impact.
SPEAKER:
Regina Hill Director, Regina Hill Effective Consulting Pty Ltd and
Effective Philanthropy
Knowing whether your giving is actually having an impact can
often be difficult to determine for a variety of reasons.
In this presentation, you’ll learn the fundamental steps and key
elements of how to go about creating a giving evaluation program
that’s right for you.
Regina Hill will discuss how to structure an evaluation program
that aligns with your grant making strategy, the different factors
to consider and how to tailor a program that evaluates the
changes you are trying to support through your giving.
Some of the key learnings you’ll come away with are:
• How to articulate the theory of change underlying your grant
making activity.
• Options for assessing the impact of your grant making
• What to consider when designing an evaluation framework.
PLEASE NOTE:
• A link to the PowerPoint presentations presented at this conference will be forwarded to all registered delegates after the conference.
• Complimentary wifi is available to all attendees: select King Edward Ballroom password bqt123.
2.50 3.20
Afternoon Tea
KING EDWARD BALLROOM
Session 5: Chair – Jeremy Bradshaw Publisher, Bombora Publishing
3.20 4.00
25 years of giving – an interview with Kerry Gardner – philanthropist, documentary film
maker, community leader
INTERVIEWER Lindy Burns Broadcaster, ABC Radio 774
Few would have a perspective on giving like documentary filmmaker and philanthropist Kerry Gardner. In this interview
Kerry will share a range of insights, learnings and anecdotes about the “how-to” of philanthropy, gleaned over 25 years of
giving.
Kerry came from a family of modest means, and she excelled in the business world to build a career in marketing with
senior roles with companies like Channel 10 and Fairfax Media.
She transitioned her career to become a documentary film maker and her films have been shown
at local and international film festivals including: the New York Art and Design Film Festival; the Canadian Film Festival
‘Female Eye’ in Toronto; the Sonoma Film Festival in California, and the Melbourne International Film Festival.
Kerry’s philanthropy is channelled in three broad ways. Firstly, there’s her personal giving which focuses on two
passions – the arts and female related causes. Then with husband Andrew Myer, the couple give through their private
ancillary fund called the Andyinc Foundation, which supports gender issues, social justice, arts and sustainability. Finally,
Kerry has a grant making role as a member of the funding committee for Arts and the Humanities of the Sidney Myer
Fund.
These three giving channels have enabled Kerry to acquire a host of lessons and experiences about giving and how to
do it effectively, which she will share with us today.
Kerry is one of the true leaders of the community and arts sectors, and her abilities have been recognised with a
number of board roles. She is currently Chair of The Australian Institute of Art History at the University of Melbourne. She
has recently become the first Australian board member of the US-based Global Fund for Women, and she is also on the
board of the Museum of Contemporary Art.
Previous directorships include Deputy Chair of both Heide Museum of Modern Art and The Malthouse Theatre, as well as
The Victorian Women’s Trust and the Australian Chamber Orchestra.
4.00 4.55
What I’ve learned about practicing philanthropy
FACILITATOR
PANELLISTS
Genevieve Timmons Philanthropic Executive, Portland House Foundation
Catherine Brown Chief Executive Officer, Lord Mayor’s Charitable Foundation
Neil Balnaves AO Founder, Balnaves Foundation
Peter Wilson Managing Director, Greenhill
There’s no right or wrong way of “doing” philanthropy, but there are better and more effective ways of practicing
philanthropy. In this panel session three experienced givers provide their first-hand accounts and experiences of the
lessons they’ve learned about how to go about giving.
This session will be full of useful insights, tips, ideas and anecdotes on how to “do” philanthropy. Panellists Catherine
Brown, has had over 15 years’ experience working with some of Australia’s leading philanthropic foundations; Peter
Wilson, a business leader and strong supporter of the arts and LGBTIQ causes has won the 2016 ‘Emerging Philanthropy
Leader Award’ from Creative Partnerships Australia and Neil Balnaves AO, has had a stellar corporate career which enabled
him to establish the Balnaves Foundation in 2006 which he and his family run together.
4.55 5.00
Closing remarks – Jeremy Bradshaw Publisher, Bombora Publishing
PROUDLY SPONSORED BY
PRESENTED BY
GENEROSITY
generositymag.com.au/generosityforum
Gold Sponsor
Silver Sponsor
Generosity is published by Bombora Publishing Pty Ltd ABN 98111 363 449. Generosity reserves the right to alter the program without notice.