FUTURE NEEDS NOW? What does the future need from us now?

Philanthropy National Conference 2021

21-22 April SESSIONS

05-06 May WORKSHOPS ONLINE

$ ? 1 Introduction #PA2021Conf MESSAGE FROM THE CEO

It’s my great pleasure to welcome you to sisters across the world. The female voice is in crescendo too, addressing a system and culture that has failed to exercise the the 2021 Philanthropy Australia National most basic levels of respect. And while COVID forced many of Conference. There has never been a more us to slow down and come to appreciate the things closest to important time for Australian philanthropy us – family, friends, neighbours and our local community – its ongoing impact will be varied and very tough for far too many. than now. We were already facing We also have an anniversary to celebrate, as 2021 marks 20 extensive, escalating issues well before years since the introduction of private ancillary funds. In a the bushfires and COVID came on to the session facilitated by Sam Meers AO, we will hear from the scene at the beginning of last year. The architects of this landmark philanthropic structure, former Prime Minster, the Hon OM AC, and David Gonski world is changing dramatically and it’s AC, before looking to the future as we present the ‘Blueprint to changing fast. Grow Giving’ which provides a 10-year strategy to grow structured giving in our country by 2030.

Trust in our institutions continues to decline and our planet The development and implementation of this event has been a remains under existential threat. The democratic project is at comprehensive collaborative effort in an environment in risk in countries previously bastions of democracy. Rates of constant flux. This effort was made possible through the mental ill-health are on the increase. There’s growing inequality continual support of our partners, so I’d like to thank our across societies. Fearful, we increasingly seek refuge in tribe in Principal Partners, Paul Ramsay Foundation and Perpetual; our a way which diminishes a sense of our common humanity. Presenting Partners, Sidney Myer Fund & Koondee Woonga- , Standing still is simply not an option and standing by is not the gat Toor-rong; our Learning Partner Australian Executor , responsible thing to do. We don’t know exactly what lies ahead Trustees; our Media Partner Pro Bono Australia and our , of us all, but we do know that how we respond will determine Creative Partner SixTwo Creative. I also thank our conference , , the future. Philanthropy must continue to step up to the plate. organisers ICMS and the entire Philanthropy Australia team.

That’s why this year the theme of our conference asks the vital There will be many important conversations for you to get question, ‘what does the future need from us, now?’ involved in across all four days and I hope you have a fantastic conference. I really look forward to engaging with you all, as we Over the course of this event – including two days of dynamic come together online to explore, interrogate and respond to plenary sessions, followed by two days of interactive the future - together. workshops – we are bringing the philanthropic sector and broader community together with the world’s best thinkers, strategists and leading voices to take stock of our collective reality and act as a catalyst for change.

We will challenge, motivate and provoke big-picture thinking as we hear leading international and Australian perspectives on the future needs of our society and the role of philanthropy in addressing these needs. Jack Heath CEO Philanthropy Australia There are palpable reasons to be hopeful too. People are coming into their own power in essential ways. There’s an increasingly assertive voice from our First Nations brothers and 2 Introduction #PA2021Conf 3 Introduction #PA2021Conf Hints and tips about the event

For an optimal experience at the Philanthropy Australia National Conference 2021, we highly recommend you take a few minutes to watch this navigation video, which will provide some important information on how to best use the conference portal, and on what to expect during the event.

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Get Social! Remember, to share your experience on social media by using the event hashtags #PA2021Conf and #FutureNeedsNow, tagging @PhilanthropyAus on Twitter and @Philanthropy Australia on Facebook and LinkedIn. 4 Day One / 21 April #PA2021Conf DAY one / 21 April

10:00am Acknowledgement of Jack Heath CEO, Philanthropy Australia Country and Introduction Nolan Hunter Head of Engagement, Uluru Dialogue Ann Johnson Co-Chair, Philanthropy Australia Jeni Whalan Chief Program Officer, Paul Ramsay Foundation

10:35am What does the future George Megalogenis Author & Journalist look like?

11:00am Global Perspectives Phil Buchanan President, Center for Effective Philanthropy (US) Naina Batra CEO & Chairperson, Asian Venture Philanthropy Network What does the future (Singapore) need from us? Caitriona Fay Managing Partner, Community and Social Investment Nicholas Moore Former Chief Executive Officer of Macquarie Group Limited

12:00pm Morning Tea & Partner Showcase

12:20pm Panel Moderator Virginia Haussegger AM Journalist, Author & Presenter What does the future Panellists need from us? Phil Buchanan President, Center for Effective Philanthropy (US) Naina Batra CEO & Chairperson, Asian Venture Philanthropy Network (Singapore) Caitriona Fay Managing Partner, Community and Social Investment Nicholas Moore Former Chief Executive Officer of Macquarie Group Limited

1:00pm Response Tom Webster Arbizu Youth climate leader and advocate

What do we need for the future?

1:30pm Lunchtime networking

2:30pm Panel Moderator David Crosbie CEO, Community Council for Australia Building back better Panellists Natalie Egleton CEO, Foundation for Rural & Regional Renewal Rachel Nolan Former Queensland Minister for Finance, Transport, Natural Resources and the Arts Dean Parkin Director, From the Heart John Wylie AM Founder and Chair, Tanarra Philanthropic Advisors

3:10pm Afternoon Tea

3:30pm Live entertainment Kirli Saunders Writer | Artist | Educator

3:40pm Presentation Moderator Sam Meers AO Co-founder and trustee, the Nelson Meers Foundation Blueprint for Philanthropy Panellists David Gonski AC Jack Heath CEO, Philanthropy Australia Hon John Howard OM AC 25th Prime Minister of Australia

4:30pm Summary and Day 1 wrap

4:45pm– Online Delegate Drinks 5:15pm (BYO drink) 5 Day One / 21 April #PA2021Conf

KEYNOTE / 10:35am What does the future look like?

The opening keynote address from George Megalogenis, one of Australia’s leading thinkers and author of Moment and Australia’s Second Chance, will set the scene for the conference, promising to open our minds and stimulate our thinking, as we George Megalogenis look towards the future of Australia and Author & Journalist Australian philanthropy. George Megalogenis is an author and journalist with three decades’ experience in the media. His book The Australian As we approach the quarter-way mark Moment won the 2013 Prime Minister’s Literary Award for Non-fiction and the 2012 Walkley Award for Non-fiction and of the 21st century, George will explore formed the basis for his ABC documentary series Making important questions about where we Australia Great. George is also the author of Faultlines, The are headed as a nation. What shifts can Longest Decade, Australia’s Second Chance, and Balancing Act, which contains his two Quarterly Essays, No. 40: Trivial we expect to see and what impacts will Pursuit – Leadership and the End of the Reform Era and they have on our society? Are we ready No. 61: Balancing Act – Australia Between Recession and Renewal. His latest book is The Football Solution. to embrace the positive ones, and are we doing enough to address to the negative ones?

By exploring these questions, we can better understand what the future needs of philanthropy, and whether as a sector we are ready to deliver. 6 Day One / 21 April #PA2021Conf

Global perspectives / 11:00am What does the future need from us?

This session will involve four 15-minute Panellists keynote addresses by philanthropic sector leaders from Australia, Asia Phil Buchanan President, Center for Effective Philanthropy (US) and the United States. Naina Subberwal Batra Each will share their perspective about CEO & Chairperson, Asian Venture Philanthropy Network (Singapore) what the future needs from philanthropy. Is philanthropy ready to Nicholas Moore deliver on what the future needs from Former CEO, Macquarie Group us? What are we doing right and what Caitriona Fay needs to change? They will conclude by Managing Partner, Perpetual Private each identifying one challenge for the philanthropy and one opportunity. 7 Day One / 21 April #PA2021Conf

PANEL / 12:20pm What does the future need from us?

Following their keynote addresses, this session will dig deeper into the themes and issues raised by each speaker from the last session, as well as the big picture context outlined by George Megalogenis. Moderator Moderated by the 2019 ACT Australian Virginia Haussegger AM of the Year, Virginia Haussegger AM, Journalist and adjunct professor, Institute for the discussion promises to be frank, Governance and Policy Analysis, University of engaging and with practical relevance for Canberra philanthropy of all shapes and sizes as Virginia is Chair and Founding Director of the 50/50 by 2030 Foundation, at the University of Canberra and Chief Editor of well as the broader not-for-profit sector. BroadAgenda, Australia’s leading research-based Gender Equality media platform. She is an award-winning broadcast journalist and social commentator on women, power and the challenges of 21st-century leadership, and is the 2019 ACT Australian of the Year. 8 Day One / 21 April #PA2021Conf

PANEL CONT...

Panellist Panellist

Phil Buchanan Naina Subberwal Batra President, Center for Effective Philanthropy (US) CEO & Chairperson, Asian Venture Philanthropy Network (Singapore) Phil Buchanan, President of CEP, is a passionate advocate for the importance of philanthropy and the nonprofit sector and Naina joined AVPN as CEO from September 2013 and has been deeply committed to the cause of helping foundations and appointed as Chairperson in May 2018. Naina’s leadership over individual donors to maximize their impact. Hired in 2001 as the past 5 years has grown the AVPN membership by more the organization’s first chief executive, Phil has led the growth than 3x and elevated the organization into a truly regional of CEP into the leading provider of data and insight on force for good. Under her direction, the organization has grown philanthropic effectiveness. CEP has been widely credited from focusing only on Venture Philanthropy to supporting the with bringing the voices of stakeholders to funders and with entire ecosystem of Social Investors from philanthropists to contributing to an increased emphasis on key elements of impact investors and corporate CSR professionals. She was effectiveness. Phil is also the author of Giving Done Right: instrumental in developing AVPN’s innovative services that Effective Philanthropy and Making Every Dollar Count. connect, empower and educate the now 500+ members of AVPN.

Panellist Panellist

Caitriona Fay Nicholas Moore Managing Partner, Perpetual Private Former CEO, Macquarie Group

Caitriona joined Perpetual’s Philanthropy team in Nicholas is a former Chief Executive Officer of Macquarie January 2013 and is responsible for supporting Perpetual’s Group Limited. He retired after 33 years at Macquarie, and 10 commitment to Philanthropy and the not-for-profit sector. years as CEO from 2008 - 2018. Nicholas has a Bachelor of With over a decade of philanthropic and grantmaking Commerce and a Bachelor of Laws from UNSW. He is Chairman experience in both Australia and Europe, Caitriona has an of Screen Australia, The Centre for Independent Studies, The extensive understanding of national and international funding Smith Family, Willow Technology Corporation, the National approaches and mechanisms, and a high level of understanding Catholic Education Commission, a Member (and former Chair) relating to the trends and challenges in the philanthropic of the University of NSW Business School Advisory Council, a sector within Australia. Non-Executive Director of QBiotics Group, and part-time Chair to the Markets Taskforce Expert Advisory Panel within the Department of the Treasury. 9 Day One / 21 April #PA2021Conf

RESPONSE / 1:00pm What do we need for the future?

To conclude the morning, this response from a young Australian leader will challenge philanthropy to step up and ensure it’s ready to meet the needs of communities across Australia, so it can be an effective partner for creating positive change. Tom Webster Arbizu Youth Climate Leader & Advocate

Tom Webster Arbizu is a climate leader and advocate from Adelaide, Australia. He has been a youth leader in the Adelaide School Strike for Climate movement for the last 20 months. Tom has organised rallies, given speeches in schools and on the steps of Parliament House, spoken to politicians and striked every Friday from school (until COVID-19). 10 Day One / 21 April #PA2021Conf

PANEL / 2:30pm Building back better

The COVID-19 pandemic shook the roots of Australian society, and the global community. In doing so, it has exposed many of the underlying challenges and fault lines in our social and economic Moderator model. Some groups in our society have been hit harder than others, and the crisis David Crosbie has highlighted the problems of CEO, Community Council for Australia

precarious employment and gender David is the CEO of the Community Council for Australia. He inequality, with the temporary increase in has spent more than 20 years as CEO of significant charities including eight years in his current role at CCA, four years as the rate of JobSeeker/Newstart being a CEO of the Mental Health Council of Australia, seven years as stark recognition that our social safety CEO of the Alcohol and other Drugs Council of Australia, and net in Australia is inadequate. seven years as CEO of Odyssey House Victoria. In addition to the work he leads at the Community Council for Australia, David served on the inaugural Advisory Board of the As we emerge from the crisis, we have Australian Charities and Not for profits Commission (ACNC), a choice as a society. We can return to the Advisory Board of Impact Investing Australia, the Board of the Foundation for Alcohol Research and Education. the social and economic model we had before, or we can actively seek to reshape it so that we ‘build back better’. If we take the second option – what changes do we need to see in Australian society, and importantly, how do we make ideas become reality? What role do different sectors need to play and can we rely on government to deliver all the changes we need to see?

This panel of Australian leaders and thinkers from different sectors will address these questions, helping to shape the way forward for Australia. 11 Day One / 21 April #PA2021Conf

PANEL cont...

Panellist Panellist

Natalie Egleton Dean Parkin CEO, Foundation for Rural & Regional Renewal CEO, Australians for Indigenous Constitutional Recognition & Project Director, Natalie Egleton is passionate about facilitating effective Uluru Education Project responses to issues facing rural communities. She was appointed CEO of FRRR in November 2015, after joining Having been closely involved in the process that resulted in FRRR in 2012 and is responsible for shaping FRRR’s strategy, the historic Uluru Statement From The Heart, Dean continues designing new programs and developing and nurturing new to advocate for constitutional and structural reform for funding partnerships. In her previous roles with FRRR, she Aboriginal and Torres Strait Islander Peoples as the CEO of was responsible for managing natural disaster recovery and Australians for Indigenous Constitutional Recognition and preparedness programs as well as those addressing social Project Director of Uluru Education Project. Formerly an innovation. investment analyst at alternative asset investment firm Tanarra Capital, Dean also has extensive experience in Aboriginal and Torres Strait Islander affairs.

Panellist Panellist

John Wylie AM Rachel Nolan Founder and Chair, Tanarra Philanthropic Advisors Former Queensland Minister for Finance, Transport, Natural Resources and the Arts John Wylie is Principal of advisory and investment firm Tanarra Group. He was previously CEO of the Australian business of Rachel Nolan was Member for Ipswich in the Queensland global financial services firm Lazard. He co-founded advisory Parliament from 2001 to 2012 and served as Minister for and investment firm Carnegie Wylie & Company in 2000 Transport, Finance, Natural Resources and the Arts. She also which was acquired by Lazard in 2007, and before that was served during this time as a Member of the University of Chair of investment bank Credit Suisse First Boston in Queensland Senate and the board of The Brisbane Institute. Australia. In these roles, Mr Wylie has advised companies and She now writes and serves as a director of a number of governments globally for over 30 years. Additionally, John is organisations. the Chair of the Australian Sports Commission, President of the Library Board of Victoria, a Trustee of the Rhodes Scholarship Trust at Oxford University and a Director of the Melbourne Stars Big Bash League cricket team. He was formerly Chairman of the Trust, and in that role chaired the MCG Redevelopment Steering Committee for the 2006 Commonwealth Games. 12 Day One / 21 April #PA2021Conf

Live entertainment / 3:30pm The need for creativity…

Join Gunai woman, Kirli Saunders, an award-winning writer and artist as she reflects on the need for creativity now and in the future.

Kirli Saunders Writer, Artist & Educators

Kirli Saunders is a proud Gunai Woman and award-winning international writer of poetry, plays and picture books. She is a teacher, cultural consultant and artist. In 2020, Kirli was named the NSW Aboriginal Woman of the Year.

Kirli created Poetry in First Languages, delivered by Red Room Poetry. Her debut picture book The Incredible Freedom Machines was shortlisted for the Prime Minister’s Literary Awards and CBCA notables. Her poetry collection, Kindred was shortlisted for the Victorian Premiers Literary Awards and ABIA 2020 Book Awards. Her verse novel, Bindi (Magabala Books) was the inaugural winner of the WA Premiers, Daisy Utemorrah Award. 13 Day One / 21 April #PA2021Conf

PRESENTATION / 3:40pm Blueprint for Philanthropy

2021 marks the 20th anniversary of the introduction of private ancillary funds in Australia. An important policy reform, together with other initiatives they have helped philanthropy grow and flourish in Moderator Australia. As we look towards the next 20 years, what changes in policy and practice Sam Meers AO do we need if we are to see philanthropy Co-founder and Trustee, truly make the impact that the future the Nelson Meers Foundation needs from it? Samantha Meers AO is co-founder and trustee of Australia’s first Prescribed Ancillary Fund, the Nelson Meers Foundation. Sam’s current not-for-profit board appointments In this session, Sam Meers AO will include chair of Belvoir St Theatre, chair of the Brett Whiteley facilitate a conversation between former Foundation and a board member of the Sydney Symphony Prime Minister John Howard OM AC and Orchestra. Over the past 20 years, she has held board roles across a broad range of organisations, reflecting her broad David Gonski AC, two of the key players range of philanthropic interest: these include the Art Gallery of behind the introduction of private NSW, Documentary Australia Foundation, the Federal Gover​ nment’s Creative Partnerships Australia, the State Library of ancillary funds in Australia, as they look NSW, and The Climate Institute.the Advisory Board of Impact back on 20 years in Australian Investing Australia, the Board of the Foundation for Alcohol philanthropy and forward to the future. Research and Education.

Following this, Philanthropy Australia CEO Jack Heath will present Philanthropy Australia’s Blueprint to Grow Giving, which provides a 10-year strategy to double giving by 2030. Based on extensive stakeholder engagement and consultation, the Blueprint provides a roadmap for enhancing Australia’s culture of philanthropy and capitalising on the $2.4 trillion intergenerational wealth transfer expected to happen over the next few decades. 14 Day One / 21 April #PA2021Conf

PRESENTATION CONT...

Panellist Panellist

David Gonski AC Jack Heath TBC CEO, Philanthropy Australia

David is Chancellor of the University of New South Wales, Jack has been a leader in the charitable sector for over two President of the Art Gallery of NSW Trust, Non-Executive decades. He brings to Philanthropy Australia a deep-seated Chairman of Barrenjoey Capital Partners Group Holdings Pty belief in the ability of philanthropy to change lives. He sees Limited, and Chairman of the UNSW Foundation Ltd. He is a philanthropy as a driving force for good in a time of diminished Director of Sydney Airport Limited board, a member of the trust in institutions and huge societal challenges. He advocates board of the Lowy Institute for International Policy, a non- for a philanthropy that is big-hearted, clear-headed and joyful. executive Member of LeapFrog Investment’s Global Leadership Jack has served in Government as a diplomat, speechwriter Council, a Patron of the Australian Indigenous Education and senior adviser to Federal Ministers including Prime Minister Foundation and Raise Foundation and a Founding Panel . Then, following the suicide of his young cousin, Member of Adara Partners. Jack led the establishment of the ReachOut youth mental health organisations in Australia, Ireland and the USA before serving as CEO at SANE Australia for over eight years.

Panellist

Hon John Howard OM AC 25th Prime Minister of Australia

John Winston Howard, served as Australia’s 25th Prime Minister between March 1996 and November 2007. He is the nation’s second longest serving Prime Minister, was a Member of Parliament for 33 years, and was Treasurer in an earlier government. Under his leadership Australia enjoyed continued economic growth averaging 3.6% per annum. His government delivered major economic reform in the areas of taxation, workplace relations, privatisation and welfare. $96 billion of government debt was repaid during the time in office of the Howard Government. When it left office in November 2007 the Government of the Commonwealth of Australia had no net debt, and its budget was in surplus. This strong fiscal position was a major reason why Australia suffered relatively few consequences from the global financial crisis. 15 Day Two / 22 April #PA2021Conf DAY TWO / 22 April

9:40am Introduction Jack Heath CEO Philanthropy Australia

9:50am Purposeful, direct investment: Sam Mostyn AO President, Chief Executive Women and Chair, Australians respect, opportunity and gender Investing in Women equity

10:10am Panel Moderator Professor Marcia Langton AM Foundation Chair of Australian Indigenous Aboriginal Advantage Studies, Panellists Rowan Foley CEO, Aboriginal Carbon Foundation Janina Gawler Consultant, RST Solutions Kyle Vander Kuyp Director, Killara Foundation Marilyn Morgan Director, Clontarf Foundation

11:15am Morning Tea & Partner Showcase

11:35am International Keynotes

Why philanthropy needs to Valerie Chang Managing Director, Programs, MacArthur Foundation (US) pay what it takes

Philanthropy, migration and The Honourable Ratna Omidvar Independant Senator for Ontario, Senate of social cohesion: learning from Canada the Canadian approach to community support for refugees

It’s time to decolonise Edgar Villanueva Senior Vice President, Programs & Advocacy, Schott philanthropy Foundation and Founder & Chief Strategist, Decolonizing Wealth Project (US)

12:30pm Discussion Moderator Jo Taylor Chief Capability Officer, Paul Ramsay Foundation Live Q&A with our international keynotes Panellists Valerie Chang Managing Director, Programs, MacArthur Foundation (US) The Honourable Ratna Omidvar Independant Senator for Ontario, Senate of Canada Edgar Villanueva Senior Vice President, Programs & Advocacy, Schott Foundation and Founder & Chief Strategist, Decolonizing Wealth Project (US)

1:20pm Working Lunch

1:55pm Live entertainment Gondwana Choirs

2:05pm Panel Moderator Craig Connelly CEO, The Ian Potter Foundation You’re the voice! Panellists Stella Avramopoulos CEO, Good Shepherd Australia and NZ Fiona Jose CEO, Cape York Partnership Kelly O’Shanassy CEO, Australian Conservation Foundation John Roskam Executive Director, Institute of Public Affairs

2:45pm Afternoon Tea & Partner Showcase

3:00pm Panel Moderator Prof. Kristy Muir CEO, Centre for Social Impact What does the future need from us? Panellists Danny Kennedy Foundation Chair of Australian Indigenous Studies, University of Melbourne Dr Emma Lee Aboriginal and Torres Strait Islander Research Fellow, UT Carol Schwartz AO 2020 Leading Philanthropist Rosie Thomas OAM CEO of Innovation, PROJECT ROCKIT

3:45pm Summary and Day 2 wrap 16 Day Two / 22 April #PA2021Conf

KEYNOTE / 9:50am Purposeful, direct investment: respect, opportunity and gender equity

Women, safety and gender equality are at the centre of the national debate about our future. The pandemic has had a disproportionate impact on women’s job and economic security, while recent events and discussions have exposed a myriad of systemic issues facing women, Sam Mostyn AO from safety in the workplace, to ongoing Businesswoman and Sustainability Adviser

barriers to participation and equality. Sam Mostyn is a businesswoman and sustainability adviser, with a long history of executive & governance roles across Sam Mostyn AO has a unique insight into business, sport, climate change, the arts, policy, and NFP sectors. She serves on the boards of Mirvac, Transurban, the current issues through her roles as Sydney Swans, GO Foundation, Centre for Policy Development, Chair of ANROWS (the Australian The Climate Council. National Research Organisation for Sam Chairs the boards of the Citi Australia, Foundation for Women’s Safety), President of Chief Young Australians, Ausfilm, ANROWS (the Australian National Research Organisation for Women’s Safety) and Alberts. Executive Women and Chair of Sam is also President of Chief Executive Women.

Australians Investing in Women. In this She serves on the Australian faculty of the Cambridge timely keynote address, Sam will share her University Business & Sustainability Leadership Program. thoughts on the current state of play for Sam served as a Commissioner with the Australian Football League and was a member of the Crawford Sports Funding gender equality in Australia, and the Review expert panel which examined sports funding in critical role of philanthropy in driving Australia. She was as an inaugural board member of Climateworks Australia and a founding supporter and Chair respect, opportunity and equity for of the women’s climate action group 1 Million Women. women. 17 Day Two / 22 April #PA2021Conf

PANel / 10:10am Aboriginal advantage

The role of philanthropic bodies in Great ideas come from Aboriginal assisting Aboriginal and Torres Strait organisations but they don’t have the Islander groups is a fraught topic. personnel to dedicate to writing grant We will untangle some of the myths, applications for small amounts of based on fear and misunderstanding, funding. It is hard work constantly selling and provide some guidelines for need in the milieu of incorrect claims achieving better outcomes through about large amounts of government understanding the needs of Indigenous funding and the very real advancement groups that seek funding from of a small proportion of the Aboriginal philanthropic bodies. Have they been population. Some have closed the gap rejected by governments? Why? Have but the majority have not. How can they refused to take government funds? philanthropists be discerning in this Why? As a case study in an area of dire difficult environment? need, Aboriginal groups and corporations aiming to provide safety for women and children who are victims of violence, are too often under-funded and misunderstood. The recent national debate about safety for women and children give us some clues as to why Moderator Aboriginal women in particular are ignored in government programs Professor Marcia Langton AM aimed at reducing violence. Foundation Chair of Australian Indigenous Studies, University of Melbourne With the claims about the very large Professor Marcia Langton AM is a descendant of the Iman people of Queensland. She qualified as an anthropologist and federal government budget for geographer, and since 2000 has held the Foundation Chair of Indigenous affairs and the very poor Australian Indigenous Studies at the University of Melbourne. outcomes reported, especially in the She is a Fellow of the Academy of Social Sciences in Australia, a Fellow of Trinity College, Melbourne, and is an Honorary Closing the Gap reports, it is necessary Fellow of Emmanuel College at The . to look at where the funding goes, and In 2016 Professor Langton was honoured as a University of why the outcomes are so poor. The Melbourne Redmond Barry Distinguished Professor. progress towards greater Indigenous roles in determining policies and program funding, there is some hope for improvement. What should we be looking for? What should we demand? 18 Day Two / 22 April #PA2021Conf

PANel CONT...

Panellist Panellist

Rowan Foley Janina Gawler CEO, Aboriginal Carbon Foundation Consultant, RST Solutions

Rowan is a Ranger by trade, first coming to Uluru – Kata Tjuta Janina Gawler is a specialist consultant in the design and National Park – shortly after hand back in 1989. He later delivery of resilient, sustainable and trusted partnerships with returned with his family, to once again live at Mutitjulu, this communities and developers. She has over thirty years senior time as the Park Manager. Working with the Board and park executive experience working with corporations and staff he successfully developed the $21m sunrise area, governments on sustainability and social licence to operate. established the Mala (Hare Wallaby) paddock and introduced During her fifteen-year career with Rio Tinto she was Vice the summer seasonal closure of the climb. In between time at President for Communities and Social Performance and global the rock, Rowan worked for the Kimberley Land Council in 1995 practice leader establishing Rio Tinto’s social performance as their first Land Management Officer where he negotiated standard and related audit program. Building effective the first Indigenous Protected Area at Paruku (Lake Gregory) in partnerships with communities has been her career focus. Her WA and with a National Heritage Trust Co-ordinator work has included development of resettlement programs for established their Land and Sea Management Unit. As the CFI emerging economies in Africa. She has negotiated land access was being developed in 2010-11, he worked with a dedicated with Indigenous people across Australia and developed team of people to ensure Indigenous interests were strategies for engagement with First Nations and Indigenous acknowledged and supported through the establishment of the people in Canada and USA, respecting and recognising $22m Indigenous Carbon Farming Fund, a co-benefits report Indigenous rights and working with mining companies to and Indigenous Negotiation Roundtables with the Australian ensure continuing social licence to operate. Government. Rowan comes from the Wondunna clan of the Badtjala people, Traditional Owners of Fraser Island (K’gari) in Queensland and now lives in Alice Springs.

Panellist Panellist

Kyle Vander Kuyp Marilyn Morgan Director, Killara Foundation Director, Clontarf Foundation

Kyle is a descendant of the Yuin Clan of south coast NSW and Marilyn Morgan is a member of a number of Indigenous the Woromi Clan of north coast NSW. He is a 12-time national Corporations and committees on a national level, and a director hurdles champion (including eight times consecutively), an of the Clontarf Foundation. She is a physiotherapist and is also Australian record holder in the 110m and 60m hurdles events, a director of AFL SportsReady, National Association of and has competed at two Olympic Games, four World Aboriginal and Torres Strait Islander Physiotherapists, Kaitijin Championships and four Commonwealth Games. Since retiring Mia Mia Aboriginal Corporation, ‘the Bush University’. Ms from athletics, Kyle has been a strong advocate of Aboriginal Morgan is also a representative to the Close the Gap Campaign and Torres Strait Island people and culture serving as an Steering Committee and the National Health Leadership Indigenous Ambassador for a variety of private, public and Forum, and a consultant to St John of God Health Care. sporting organisations. He travels extensively to promote the ambition and self-esteem of Aboriginal Australians and is passionate about providing mentorship, experience and new opportunities for young Indigenous people. 19 Day Two / 22 April #PA2021Conf

KEYNOTES / 11:35am International keynotes

These pre-recorded keynote addresses will These sessions will be followed by a live focus on three topics, each of which are Q&A with each speaker. important to philanthropy both now and as it charts a course into the years and decades to come.

Why philanthropy needs to pay what it takes

Philanthropy has often been reluctant to fund the full costs of the work of grantees. Whilst there has been positive progress, with more attention on the need for philanthropy to fund the operational costs of grantees, the limits that philanthropic organisations put on indirect cost Valerie Chang recovery in project grants often leave Managing Director, Programs, MacArthur grantees scrambling to meet their Foundation (US) overhead costs. Valerie Chang is Managing Director, Programs for the MacArthur Foundation, and is a passionate advocate of the ‘pay what it takes’ approach to philanthropy. Valerie has helped spearhead the initiative within the MacArthur Foundation to change its policy so that it pays an indirect cost recovery of 29 percent of project costs on all project grants, up from 15 percent. The MacArthur Foundation isn’t stopping there – it wants to hear whether this meets grantee needs. She also participates in a multi-funder collaborative of donors who are working to improve their practices in this area. Valerie will share her view about why a ‘pay what it takes’ approach is important, and provide important insights about how more Australian funders can shift their practice in this area. 20 Day Two / 22 April #PA2021Conf

The role of philanthropy in nation building: learning from the Canadian approach to community support for refugees

Australia prides itself on being a modern multicultural society that has embraced migrants and refugees across many generations. But recently, fault lines have been exposed that raise challenging issues about how we welcome new people to our shores: questions of The Honourable Ratna Omidvar national identity, models of economic Independent Senator for Ontario, support, risks to national security and, Senate of Canada most profoundly, basic issues of equity Senator Ratna Omidvar represents Ontario in the Canadian Senate, and is an internationally recognized voice on migration, and justice have emerged. diversity and inclusion. In this keynote address, Senator Omidvar will share her thoughts on the role of philanthropy and compassion in nation building, the Canadian approach to community support for refugees and what we can learn from each other.

It’s time to decolonise philanthropy

Australia is undergoing a reckoning with its colonial origins and the fact that our nation and its wealth is built on the dispossession and oppression of Indigenous Australians. As a sector committed to the public good, it is vital to recognise and understand what this Edgar Villanueva reckoning means for philanthropy in Senior Vice President, Programs & Advocacy, Australia and what changes are needed Schott Foundation and Founder & Chief Strategist, Decolonizing Wealth Project (US) within the sector and its practices. Edgar Villanueva is a philanthropic activist, Chair of Native Americans in Philanthropy and author of the book Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance. Edgar is one of the leaders of a movement to ‘decolonise philanthropy’ in the US and around the world, and in this keynote address he will share insights about what steps we need to take in Australia to make more tangible progress down this path. 21 Day Two / 22 April #PA2021Conf

DISCUSSION / 12:30pm Live Q&A with international keynotes

Following their keynotes, Valerie, Ratna and Edgar will be joined by Jo Taylor from the Paul Ramsay Foundation to expand on the themes of their presentations and take questions from Moderator delegates. Jo Taylor Chief Capability Officer, Paul Ramsay Foundation

Over the past 20+ years Jo has worked in the For Purpose sector in the UK and Australia, leading philanthropic foundations for families, corporations and government departments. Jo was part of a team that raised over $100m to reduce poverty in the UK and Africa. Managing a diverse range of philanthropic trusts and foundations, Jo has distributed in excess of $300m to for purpose organisations focused on creating long term transformational change.

Panellists

Valerie Chang Managing Director, Programs, MacArthur Foundation (US)

The Honourable Ratna Omidvar Independent Senator for Ontario, Senate of Canada

Edgar Villanueva Senior Vice President, Programs & Advocacy, Schott Foundation and Founder & Chief Strategist, Decolonizing Wealth Project (US) 22 Day Two / 22 April #PA2021Conf

Live entertainment / 1:55pm A performance from Gondwana Choirs Gondwana Choirs is the voice of Through the vision of Artistic Director Lyn Williams AM, Gondwana Choirs present exciting new choral work, offer Australia’s youth. Over the organisation’s Australia’s young singers a world-class musical education, 31 years, we have built a strong community and redefine audiences’ understanding of what choirs can do. of young singers and their families around Since its beginnings as a single choir in 1989, our organisation Australia, fostered a robust commissioning has grown to include dozens of ensembles around Australia engaging up to 1000 young people each year, including the program, and collaborated with a diverse Sydney Children’s Choir, Gondwana National Choirs, the group of artists. Gondwana Indigenous Choir, and our newest Indigenous performing ensemble, Marliya. To find out more, visit www.gondwana.org.au 23 Day Two / 22 April #PA2021Conf

PANel / 2:05pm You’re the voice!

Philanthropy is the use of private wealth for public good, but it is not-for-profit organisations that turn philanthropy’s money into positive change. Moderator Reflecting the importance of this partnership and the need for philanthropy Craig Connelly to listen and learn from those ‘working on CEO, The Ian Potter Foundation the ground’, this session provides an Craig Connelly commenced as CEO of The Ian Potter opportunity for four leaders from across Foundation in December 2015. Craig is an accomplished the not-for-profit sector to share their financier and businessman, now dedicated to contributing to the community sector. He spent 25 years working in a variety perspectives on what they think the future of roles in the Australian financial services sector, initially with needs from philanthropy. respected chartered accounting firm, Price Waterhouse, followed by 11 years as a leading Australian equities analyst The session promises to be an engaging and partner with JB Were. and honest discussion, kicking off with each panellist being asked to share one thing philanthropy should keep doing and one thing philanthropy should stop doing. 24 Day Two / 22 April #PA2021Conf

PANel CONT...

Panellist Panellist

Stella Avramopoulos Fiona Jose CEO, Good Shepherd CEO Cape York Partnership

Stella Avramopoulos, Good Shepherd Australia New Zealand Fiona Jose is the CEO of Cape York Partnership, an Indigenous CEO is an experienced CEO and an influential leader in the organisation driving a comprehensive reform agenda improving community and government sectors. Stella has a proven record the lives of Indigenous families in the Cape York region. Fiona of delivering positive outcomes for communities. Stella came oversees 12 entities and businesses under the Cape York on board in February 2018 after nine years leading her previous Partnership including the Cape York Institute for Policy and organisation through significant growth and transformation. Leadership, two schools anchored in Indigenous culture, the Cape York Leaders Program, and Bama Services, a landscape and construction company.

Panellist Panellist

Kelly O’Shanassy John Roskam CEO, Australian Conservation Foundation Executive Director, Institute of Public Affairs

Long before Kelly fell in love with our rivers and forests, she John Roskam has been the Executive Director of the free grew up in a fairly tough neighbourhood where people had market think tank the Institute of Public Affairs since 2005. little money but were rich in courage and community spirit. Before joining the IPA he taught political theory at the This taught her the value of working for the greater good. University of Melbourne. He was previously the Executive Believing strongly in the power of people to advocate for a Director of The Menzies Research Centre in Canberra, has better future, Fiona is focused on growing the number and been a senior adviser and chief of staff to federal and state diversity of people who speak up and take action. education ministers, and was the manager of government and corporate affairs for a global mining company. 25 Day Two / 22 April #PA2021Conf

PANel / 3:00pm What does the future need from us, Now?

As Day 2 of the conference comes to a close, this panel discussion will be an opportunity to reflect on the debates which we have had together over the previous two days. Moderated by Moderator Professor Kristy Muir and featuring voices from philanthropy, the not-for-for-profit Professor Kristy Muir sector and academia, the discussion will CEO, Centre for Social Impact

explore insights which have stood out and Professor Kristy Muir is the CEO of the Centre for Social Impact issues which present challenges but also (CSI) and a Professor of Social Policy in the Business School at UNSW Sydney. She is an elected member of UNSW Sydney’s opportunities. It will also zero in on an Council (member of the Finance and Business Committee), important question – what concrete the Chair of Allan & Gill Gray Philanthropy Australasia, a actions do we need to take so that Non-Executive Director of the Australian Research Alliance for Children & Youth, Chair of ARACY’s Audit and Risk Committee philanthropy can deliver on what the and a member of the Community Director’s Council, the NSW future needs from us? Premier’s Council on Homelessness and the Gonski Institute for Education Advisory Board. 26 Day Two / 22 April #PA2021Conf

PANel CONT...

Panellist Panellist

Danny Kennedy Dr Emma Lee CEO, New Energy Nexus and Director, Confluence Aboriginal and Torres Strait Islander Research Philanthropy Fellow, University of Tasmania

Danny Kennedy is the CEO of New Energy Nexus, connecting Dr Emma Lee is a trawlwulwuy woman of tebrakunna country, entrepreneurs everywhere to capital to build an abundant clean north-east Tasmania, Australia. She is an Aboriginal and Torres energy economy that benefits all. New Energy Nexus is a global Strait Research Fellow and co-established the RegionxLink platform organization for funds and incubators, with chapters program office in Burnie, Tasmania, for the Centre for Social in the USA, China, Indonesia, Vietnam, Thailand, the Philippines, Impact, Swinburne University of Technology. Her research fields Uganda and India. He acts as Managing Director of the over the last 25 years have focused on Indigenous affairs, land California Clean Energy Fund. This includes overseeing the and sea management, policy and governance of Australian CalSEED.fund of $25m for very early-stage companies driving regulatory environments. innovation and building equity in the California economy and the $12m CalTestBed initiative with UCOP. He is an adviser to Young Greentech Entrepreneurs in China with the Asia Society. Kennedy also serves as President of CalCharge, a public-private partnership with DoE National Labs, universities in California, unions and companies, working to advance energy storage.

Panellist Panellist

Carol Schwartz AO Rosie Thomas OAM 2020 Leading Philanthropist CEO of Innovation, PROJECT ROCKIT

Carol Schwartz AO is one of Australia’s most dynamic business Rosie launched PROJECT ROCKIT with her sister when she and community leaders with a diverse career across property, was fresh out of high school and dedicated the last 14 years to the arts, finance, investment, entrepreneurship, government growing Australia’s youth-driven movement against bullying, and health. Carol is highly regarded as a public commentator hate and prejudice. As CEO of Innovation, Rosie is considered and agitator on issues of gender equality, women’s leadership, one of Australia’s best and brightest emerging change-makers governance and business. Carol has been recognised for her and social innovators. Her work has been recognised by leadership via a range of honours including her 2019 UNICEF among the 12 Digital Champions for Children’s Rights appointment as an Officer of the Order of Australia, an in the Digital Age and was honoured in Washington D.C. with Honorary Doctorate from Monash University, induction into the the International Award for Outstanding Achievement in Australia Property Hall of Fame, and a Centenary Medal. Cybersafety. 27 Day Three / 5 May #PA2021Conf

DAY THREE / 5 May Workshops

9:45am Introduction

10:00am–10:50am New power: donor organising From crisis to opportunity: and activism how philanthropy can drive system change in of disruption

11:00am–11:50am On the right side of history: Place-based, community-led unpacking the journey and long-term: community towards 100% responsible foundations and regional investing emergency response

12:00pm–12:50pm Blueprint to Grow Preparing for the future: the Philanthropy workshop importance of succession planning in philanthropy

12:50pm–1:50pm Lunch

2:00pm–2:50pm Where climate, gender and Philanthropy and race intersect with poverty Government: is it a love story or an uneasy alliance?

3:00pm–3:50pm Purposefully measuring & Litigating for change: improving Australia’s social the new frontier for progress Australian philanthropy 28 Day Three / 5 May #PA2021Conf 10:00am–10:50am

New power: From crisis to opportunity: donor organising & activism how philanthropy can drive system

At our 2018 Conference, New Power author Jeremy Heimans change in the age of disruption inspired us to critically analyse old power philanthropy and to adopt the emergent, new power approaches that see With bushfires raging over Australia’s summer to the rapid philanthropy and civil society organising as active collaborators global spread of the COVID 19, crisis has become the new for sustained, large-scale change. normal. Moments of societal upheaval can also be moments of rapid transformation, bringing about systems change at a Since then, the need for significant reimagining and faster pace and scale. restructuring to tackle the interconnected issues of climate change, economic and social inequalities, health and First Using two case studies, this session will discuss how Nations justice has been amplified. communities and organisations are turning crisis into opportunity to drive systems change. It will also highlight what To be a key actor in this change, we need to embrace new direction philanthropy should take in this time of crisis and power ways of doing philanthropy. Funders must work more share evidence of how a systems lens can drive change on the effectively with one another and with the rest of civil society, ground. bringing all of the sector’s power and resources to bear and recasting ourselves from ‘funders’ to ‘organisers’. This session will challenge thinking on how we can do things differently, putting woman and communities at the centre of A panel committed to new power philanthropy will share change efforts and building powerful coalitions for change. experiences and learnings in shifting to a practice that is future Delegates will gain practical insights and they will also interact thinking, striving for structural change and truly collaborative with Pacific women who are challenging a narrative of being – as an equal partner with civil society. the most vulnerable to one that maximises their agency and collective power. Moderator Moderator Harriet McCallum Executive Officer, Mannifera Michelle Higelin Executive Director, ActionAid Panellists Panellists Solome Lemma Executive Director, Thousand Currents (US) Sharon Bhagwan Rolls Global Fund for Women Board Co-chair Georgia Mathews & Shifting The Power Coalition Technical Adviser (Fiji) Philanthropy and Engagement Manager, Australian Communities Foundation Tracey Spicer AM Author, journalist, broadcaster Deanne Weir Weir Anderson Foundation and Chair, Mannifera Kristina Stefanova Co-founder, Bundaleer Sustainable Investments 29 Day Three / 5 May #PA2021Conf 11:00am–11:50am

On the right side of history: Place-based, community-led and Unpacking the journey towards long-term: community foundations 100% responsible investing and regional emergency response

As holders of significant capital, Foundations play a unique role In Australia as elsewhere, governments, first-responder NGOs, in the social ecosystem. Globally, Trusts and Foundations are and national charities are increasingly looking to place-based, being held to account for how they invest their capital. grassroots community organisations as partners ‘on the ground’ when responding to natural disasters and other Making a commitment to have 100% of the corpus responsibly emergencies. invested seems like a daunting and impossible dream for majority of funders. Community foundations are among the charities best placed to play that role of local intermediary to connect people in need In this session you will hear different funders speak candidly with help available from national agencies that have disaster about their Foundation’s ambition to be 100% responsibly management know-how and resources, but lack local invested, why they set that target and how they got there. This knowledge and connections. involves thinking holistically about capital and its potential to achieve change, creating a future focused vision, aligning the Community foundations are (by definition) embedded in their different arms of the foundation, managing stakeholders, local community. Through deep local knowledge and finding the right partners, pushing the boundaries and being relationships, they are best at identifying the needs in the prepared to make some tough calls. community, finding locally relevant solutions, and helping implement support – quickly getting money and other This session looks specifically at the leadership role Trusts and assistance to where it is needed most. Foundations can play as responsible investors, but more importantly it offers a candid perspective on ‘what to do and While community foundations have the strongest base of social how to get there’. capital to ensure effective help in disaster situations for regional communities, they are among the least visible and most under-resourced participants in the disaster relief Moderator ecosystem.

Amanda Miller This session will provide a high-level overview from community Co-founder, Impact Generation Partners foundation peak body Australian Community Philanthropy and FRRR of the issues and challenges, complemented by case Panellists studies from two community foundations.

Adam Milgrom Moderator Besen Family Foundation

Maree Sidey Gerlinde Scholz CEO, Australian Communities Foundation Executive Officer, Australian Community Philanthropy

Leonard Vary Panellists CEO, The Myer Foundation & Sidney Myer Fund Natalie Egleton CEO, Foundation for Regional & Rural Renewal

Robyn Hill Executive Officer, Marysville and Triangle Community Foundation

Johan Kortenhorst Board member, Northern Rivers Community Foundation 30 Day Three / 5 May #PA2021Conf 12:00pm–12:50pm

Blueprint to Grow Philanthropy Preparing for the future: the Workshop importance of succession planning in

In April, Philanthropy Australia launched a Blueprint to Grow philanthropy Structured Giving in Australia – based on extensive research, consultation and engagement, it sets out a roadmap outlining Navigating the many nuances of private philanthropy can be where the opportunities for growth in philanthropy are, with challenging. There are many different approaches and ways of the objective of doubling giving by 2030. thinking and there’s no one size fits all. Moderated by In this workshop, Philanthropy Australia CEO Jack Heath and Perpetual’s Jane Magor, this workshop brings together a panel Acting Policy and Research Director Krystian Seibert will of foundation philanthropists to share ideas and learnings provide a deep dive into the Blueprint and the next stages of informed by their own practice. This candid discussion will its development and implementation. touch on key areas including vision alignment and purpose, engaging multiple generations in philanthropy, the importance Growing structured giving in Australia is a collaborative effort, of succession planning and more. and this workshop is an opportunity for learn more about the opportunities and initiatives outlined in the report and This workshop is designed for anyone thinking about their participate in an open discussion about how interested current and future engagement in philanthropy. stakeholders can work together to take giving in Australia to the next level. Moderator Panellists Jane Magor National Manager – Philanthropy and Non Profit Services, Krystian Seibert Perpetual Policy Adviser, Philanthropy Australia Panellists John McLeod Philanthropic Services Consultant, JBWere Ltd Rosy Sullivan Trustee, Mary Alice Foundation Jo Taylor Chief Capabilities Officer, Paul Ramsay Foundation Gudrun Willcocks Administrator of the ATS Charitable Foundation and New Gen Philanthropist

Peter Whitehead Associate Partner Perpetual 31 Day Three / 5 May #PA2021Conf 2:00Pm–2:50Pm

Where gender & race intersect with Philanthropy and Government: Is it poverty a love story or an uneasy alliance?

By examining effective approaches to strengthening Wicked policy problems such as entrenched intergenerational economic independence for women locally and globally, the disadvantage are huge challenges for governments. When Workshop will reflect on recent awardees in International and systems, which are designed to be stable, are not delivering Gender-wise Philanthropy. The panel will discuss relevant optimum outcomes, it takes disruption from the outside to themes arising for philanthropy in this context such as: catalyse positive change.

Philanthropy can be the disrupter, the risk taker, the venture • The importance of managing and balancing power with capital for social change – but this is only effective if it is agency backed in by government policy that maintains that change. • What it takes to build trust and transparency to effectively Two Foundations, Mornington Peninsula Foundation and bridge cultural and geographic divides Colman Foundation, have taken on this challenge. While there • How to work with extremely marginalized or even has been a lot of rhetoric about government partnering with traumatized communities to build up a program with philanthropy, there are few models working at scale or impact and scale potential? demonstrating sustainable co-operation.

This session explores how two foundations are going about it. Moderator Moderator Simon Lewis Partner, GoodWolf Stephanie Exton Executive Director, Mornington Peninsula Foundation Panellists Panellists Rachel English Foundation Manager, Mutual Trust Teya Dusseldorp Julie Long Executive Director, Dusseldorp Forum Corporate Citizen Lead, Accenture Australia and New Zealand Frances Martin Director, Place Based Reform & Delivery ‎Department Julie Reilly of Jobs, Precincts and Regions CEO, Australians Investing In Women June McLoughlin Julie Rosenberg Executive Director, Services, Colman Education Executive Officer, AIDN Foundation | Our Place 32 Day Three / 5 May #PA2021Conf 3:00Pm–3:50Pm

Purposefully measuring & improving Litigating for Change: The New Australia’s social progress Frontier for Australian

This session will springboard off the recently released and Philanthropy widely publicized Australian Social Progress Index, developed by the Centre for Social Impact and the Social Progress Future generations depend on us holding those in power Imperative. The SPI provides a quantitative measure of accountable now. But, how do we hold decision makers and Australia’s progress that is based purely on economic and those in power accountable when the existing methods in our environmental indicators, rather than relying only solely on toolbox are no longer yielding the outcomes they have in the economic indicators such as GDP. past?

The calculation and release of the Index presents some Strategic litigation is an advocacy tool with a hard edge that fundamental questions and challenges both in how ‘progress’ is creates enormous impact. It has the power to hold decision- quantified, and what the philanthropy sector does with the makers accountable in court by invalidating bad laws and findings once the Index is released. This session therefore aims policies and developing legal protection of vulnerable to delve into these questions through a series of presentations, communities and groups. specifically: Just as crucial are the campaigns run alongside litigation, How do we measure social progress? What are the most urgent outside the courts. They can leverage the legal process to data gaps? mobilise communities for broader social change as well as leveraging losses and protecting wins in court from What are the ethical implications of what data is (and isn’t) Governments legislating around them. collected in our understanding of social progress? What role should philanthropy play in this debate? In this session you’ll hear form Grata Fund and some of its Australian and global partners who are working to build How do we find ways of talking about social progress that Australian civil society’s capacity for strategic litigation. centre issues of Indigenous sovereignty and justice – who collects and ‘owns’ data, and the way that data is used? Moderator

Moderator Deanne Weir Weir Anderson Foundation and Chair, Mannifera Krystian Seibert Policy Advisor, Philanthropy Australia Panellists

Panellists Elaine Johnson Director, Systemic Change Program, Megan Weier Environmental Defenders Office Research Fellow, Centre for Social Impact UNSW Tessa Khan Katherine McKernan Director, Uplift (UK) CEO, Homelessness NSW Isabelle Reinecke Founder and Executive Director, Grata Fund

Jennifer Robinson Australian human rights lawyer and barrister at Doughty Street Chambers in London (UK)

Karly Warner CEO, Aboriginal Legal Service (NSW/ACT) Limited 33 Day Four / 6 May #PA2021Conf

DAY FOUR / 6 May Workshops

9:45am Introduction

10:00am–10:50am Decolonising wealth – Pay what it takes transforming Australian philanthropy philanthropy

11:00am–11:50am Five foundation What makes good work, executives reveal the good? keys to collaboration

12:00pm–12:50pm Understanding (Future) annual letter the ‘black box’ of to stakeholders philanthropic evaluation

12:50pm–1:50pm Lunch

2:00pm–2:50pm When place, purpose and Land futures – pathways partners come together to a sustainable food and land use system

3:00pm–3:50pm Climate lens in action Raising the volume by raising the bar 34 Day Four / 6 May #PA2021Conf 10:00am–10:50am

Decolonising wealth – transforming Pay what it takes philanthropy

Australian philanthropy The conversation around Pay What it Takes (PWIT) Philanthropy is gathering momentum. Following on from This session builds on the workshops held as part of the two Valerie Chang’s keynote presentation on the MacArthur previous conferences. The first in 2016 explored what it would Foundation’s approach, this session will delve deeper into the take for philanthropy to enter deeper and more respectful PWIT mindset. partnerships with Aboriginal organisations. The second in 2018 started the conversation about how to shift from aspiration to Moderated by Niall Fay, CEO of the Fay Fuller Foundation, we transforming attitudes and practices. How to embed a will hear from 3 distinct voices that are engaged in the funding respectful relationships model into your philanthropic practice. process: the funder, the fundee and a community representative. Each will discuss what PWIT means from their As part of his plenary address at this conference, Edgar perspective, before facilitating small group discussions via Villanueva will be sharing insights about the steps that he breakout rooms. Attendees will then reconvene to share believes need to be undertaken in order to begin to decolonise summaries of their discussions and engage in a final Q&A the institutions, processes and practices around wealth and session. philanthropy. The panel at this session will consist of Edgar Villanueva and three Aboriginal and Torres Strait Islander people with experience of philanthropy as trustees, workers or Moderator recipients who will explore these steps through the lens of the Australian experience. Focus will be on the practical actions Niall Fay that philanthropy can consider/adopt to consciously move CEO, Fay Fuller Foundation towards a decolonised practice of social investment and grantmaking. It will provide an opportunity for philanthropy to Panellists have brave conversations and to explore how it might become a role model for others. Tenille Gilbert Co-Founder and Managing Director, Society Melbourne Moderator Simone Miller Community Leader, Far West Coast: Tim Goodwin Ceduna Our Town Team Victorian Bar Tanya Stul Panellists Director, Stul Family Foundation

Jody Barney Sandra Taylor Chair, KWT Community Leader, Far West Coast: Ceduna Our Town Team Kathryn Coff Fellowship of Indigenous Leadership Karly Warner CEO, Aboriginal Legal Service (NSW/ACT) Limited Shaun Middlebrook CEO, Woor-Dungin

Edgar Villanueva Senior Vice President, Programs & Advocacy, Schott Foundation + Founder & Chief Strategist, Decolonizing Wealth Project (US) 35 Day Four / 6 May #PA2021Conf 11:00am–11:50am

Five foundation executives reveal What makes good work, good?

the keys to collaboration Among OECD countries, Australia has one of the highest shares (13%) of employees working in short part-time jobs. Collaborating with other organisations can significantly There’s been increasing demand from both employers and increase the impact of funding, extend scarce financial employees for more independent and flexible work – but resources and strengthen grantees’ organisational casualisation and flexibility can have adverse effects on some development. cohorts, especially young people.

In this session five foundation executives will share their The pandemic has had a huge impact on those working in experiences and recommendations for partnering, using ‘The casual and gig type jobs, with many people unable to four contributions of philanthropy to systems’ typology supplement their income, stop working or work remotely. formulated by The Australian Centre for Social Innovation (TACSI). This session will uncover what 'good work' is and how philanthropy can protect workers in this age of continuous These funders will illustrate directions that collaboration can disruption and ensure that a ‘Good Work Standard’ is available take while simultaneously sharing case study evidence of what to all. has and what hasn’t worked. This session will present insights into flexible work in Australia; This is an excellent opportunity for funders to hear about some lived experience accounts of flexible work from young people; of the hard lessons borne by experience. For fund seekers, this policy solutions for good work standards and civil society’s role discussion provides unique opportunity to learn and develop in ensuring good work standards. more effective funding strategies.

Moderator Moderator Kelly Fawcett Dr Dave Kennedy Research & Policy Lead, Foundation for Young Australians Founder, igiveonepercent.org Panellists Panellists Ope Olubodun Craig Connelly Project Team Associate, YLab CEO, The Ian Potter Foundation Sumarlinah Raden Winoto Dr Jeanette Pritchard Associate, YLab CEO, The Garnett Passe and Rodney Williams Memorial Foundation Stephen Torsi Program Manager Education & Employment, Tom Snow Lord Mayor’s Charitable Foundation Chair, Snow Medical Research Foundation

Jo Taylor Chief Capability Officer, Paul Ramsay Foundation

Peter Winneke CEO, private charitable trust 36 Day Four / 6 May #PA2021Conf 12:00pm–12:50pm

Understanding philanthropic (Future) Annual Letter to evaluation Stakeholders

This session is a panel discussion — by philanthropic evaluation For many corporations It’s the CEO’s role each year to draft a managers at four major Australian Foundations — of the letter that clearly lays out their vision for the company, to align mistakes, learnings, challenges, and pitfalls of philanthropic all stakeholders with that vision and highlight the company’s evaluation. The main argument is that by increasing our progress towards long-term goals. Pondering the conference transparency, we are reducing the power imbalance and theme ‘what does the future need from us, now?’ in the context emphasising a partnership focus. of corporate philanthropy, leads us to ask what this vision will look like in the future and can philanthropy be embedded into We contend that such openness will ‘demystify’ foundation the organisations long-term corporate goals and visions. evaluation managers and ultimately improve the quality of both relationships between funders and grantees as well as the In this session we will unpack these critical questions and quality of the commissioned evaluations (and both parties’ explore how we can craft a future where corporate ability to act upon learnings). This session will be of interest to philanthropy becomes a key factor in the boardroom. But we smaller Foundations interested in ‘dipping their toes’ into the won’t just ask what the future needs from corporate Australia, evaluation waters. We hope that an honest and engaging we’ll also look at how we can create a future environment that discussion of our learnings and challenges will illuminate “What provides meaningful connection between corporate generosity does the future need from us?”. and overall corporate performance.

The panel will explore the impact that future corporate Moderator philanthropy will have on diverse business stakeholders and will examine: Dr Squirrel Main Research & Evaluation Manager, Ian Potter Foundation • How corporate giving will continue to impact employee engagement

Panellists • How to get shareholders on board with corporate philanthropy Martin Gould • How to connect with conscious consumers, and Measurement and Evaluation Lead, Paul Ramsay Foundation • How to assess the impact of corporate giving on the community. Andrea Lindores Impact and Insights Manager, Australian Communities Foundation Moderator

Kaitlyn Scannell Jarrod Miles Impact Specialist, Minderoo Foundation Co-Founder and Director, Strive Philanthropy

Panellists

Cara Vansteenkiste Lecturer in Finance, UNSW

Mark Reading Head of Foundation, Atlassian Foundation

Tim Diamond General Manager, Cotton On Foundation 37 Day Four / 6 May #PA2021Conf 2:00pm–2:50pm

When place, purpose and partners Land Futures – pathways to a come together sustainable food and land use

Philanthropy rarely needs help in identifying problems that it system can help to fix: there are plenty of causes and many organisations requiring assistance. But often the sheer scale of Food, agriculture and land use systems must change if the these problems seems insurmountable – how do we make a Sustainable Development Goals are to be achieved. These dent on the shortage of social housing in Australia? How do we systems are critical to meeting the challenge of providing prepare disadvantaged children for a meaningful education? healthy, nutritious food for a growing global population, while And how do we help the thousands of Australians who are also halting and reversing the rapid decline of natural systems struggling to deal with the corrosive impact of drought? and avoiding the worst impacts of climate change by reducing emissions and sequestering carbon. Most importantly, how then does philanthropy become engaged with these issues? Today’s investments will shape food, agriculture and land use systems for decades to come and we need to act now to avoid The session will explore through three 2020 Australian being locked into unsustainable pathways. The Land Use Philanthropy Award recipients how focussing on a local or Futures program is developing long-term pathways for place-based approach can result in powerful community transforming food, agriculture and land-use systems in impacts. Central to that achievement is philanthropy’s capacity Australia. to bring together a range of disparate local partners to provide the support and knowledge to deliver the best outcome. A panel of global and local leaders in food, agriculture and land use will discuss the global outlook for these issues, including the critical role of philanthropic investment to support Moderator Australia’s leadership in food, agriculture and land use transitions. Vedran Drakulic OAM CEO, Gandel Philanthropy Moderator Panellists Craig Connelly CEO, Ian Potter Foundation Dr Catherine Brown OAM CEO, Lord Mayor’s Charitable Foundation Panellists Natalie Egleton CEO, FRRR Dr Guillermo Castilleja Senior Advisor, Global Alliance for the Future of Food Kerry Farrance Head of Impact, Give Where You Live Foundation Hayley Morris Executive Director, Morris Family Foundation

Charlie Prell Deputy Chair, Farmers for Climate Action

Anna Skarbek CEO, ClimateWorks Australia 38 Day Four / 6 May #PA2021Conf 3:00pm–3:50pm

Climate Lens in Action Raising the volume by raising the bar

Climate change is the challenge of our time and we know that In a world increasingly partisan and where communities have people facing financial and other disadvantages will be hit the lost some of their trust in established sources of information, it hardest. As a Foundation, we believe philanthropy has a critical can be difficult to raise the volume enough to be heard. Cutting role to play in working collaboratively to respond to the climate through the noise to bring change to public discourse is challenge. becoming increasingly harder.

As a Foundation, we placed a climate lens across our work in Systems change remains the goal, but charting the route there 2016 following the CEO’s participation in a Foundation is often complex, messy and unrewarding. Through these three delegation alongside COP 21 in December 2015. It was clear 2020 Australian Philanthropy recipients, we see how they have that climate change could impact everything and that there used focussed advocacy to enlist political will and harness was not a moment to lose. community support. In doing so, they have succeeded in tapping into the impetus for systems change. This session will tell the story of our initiatives and collaborations in energy efficiency and vulnerable households; sustainable affordable housing; sustainable food systems; Moderator health impacts of climate change; community climate resilience – preparing for heatwaves and natural disasters; and Krystian Seibert employment opportunities in a low carbon economy. Policy Advisor Philanthropy Australia The session will include case study presentations and an opportunity to brainstorm new ideas and potential Panellists collaborations in depth with session participants. Hamish Balnaves CEO, The Balnaves Foundation Moderator Vedran Drakulic OAM Dr Catherine Brown OAM CEO, Gandel Philanthropy CEO, Lord Mayor’s Charitable Foundation Sue Mathews Panellists Trustee, The Mullum Trust

Dan Pediaditis Senior Program Manager Environment & Sustainability, Lord Mayor’s Charitable Foundation

John Grimes Chief Executive, Smart Energy Council

Erin Dolan Program Manager Homelessness & Affordable Housing, Bec Scott Lord Mayor’s Charitable Foundation CEO, STREAT

James Henry Dr Karyn Bosomworth General Manager Property Development Program Manager Healthy & Resilient Communities, & Asset Management, Housing Choices Lord Mayor’s Charitable Foundation

Stephen Torsi Heather Lawson Program Manager Education & Employment, Early Intervention and Integrated Care (Service Lord Mayor’s Charitable Foundation Coordination) Coordinator, enliven 39 Partners #PA2021Conf

Partners

Principal Partners Paul Ramsay Foundation Perpetual

Presenting Partners Sidney Myer Fund Koondee Woonga-gat Toor-Rong

Learning Partner Australian Executor Trustees

Media Partner Pro Bono Australia

Creative Partner SIXTWO Creative Not a Member or Associate yet? Join online today! T (03) 9662 9299 E [email protected] www.philanthropy.org.au