Philanthropy Matters Programme
Conference Chair: John Prendergast, Chief Executive of the Community Trust of Southland
Day One Tuesday 27 March 2007
Philanthropy Matters: Learning and growing
8.00am Registration Soundings foyer
Note: At 8.45am Conference Participants will move to the marae area in preparation for the powhiri. The exact assembly area will be advised on the morning – this is weather dependant.
9.00am Powhiri Te Marae
9.45am Morning Tea Oceania
10.15am Morning plenary session Soundings Theatre
Session Chair – John Prendergast
How and why does philanthropy matter in the 21st century?
If philanthropy matters, first of all, what is it in a 21st century global context are some stories to start with.
The Conference will open will a panel responding to the following:
Describe philanthropy from where you sit?
How does philanthropy matter?
Jennifer Gill, Chief Executive Officer, ASB Community Trust, Chair, Philanthropy New Zealand.
Helena Francis. Trustee, Wayne Francis Charitable Trust.
Joyce-Anne Raihania. Senior Policy Analyst, Office of the Community and Voluntary Sector.
Catherine Savage. Chief Executive, CMS Capital
Tim Brodhead. President and CEO, JW McConnell Family Foundation, Canada.
11.30am Morning keynote session Soundings Theatre
Session Chair – Iain Hines
Becoming a learning organisation: Some core components of foundation learning
Grantmakers are the stewards of vast amounts of information; however, to be effective, they need to use that information to facilitate learning within their organisations. Using research on the core components of foundation learning, this session outlines a framework for becoming a learning organization and draws on the insights, challenges and successes of four grantmakers that have built a culture of learning and listening within their organisation.
Kathleen Enright. Executive Director, Grantmakers for Effective Organisations (GEO), Washington DC.
Tim Brodhead. President and CEO, JW McConnell Family Foundation, Canada.
Cole Wilbur. Trustee, David and Lucile Packard Foundation.
Anne Firth Murray. Founding President, The Global Fund for Women.
1.00pm Lunch Oceania
1.45 Concurrent Sessions
Venue for each session to be confirmed at the Conference.
A1. Using your annual report to tell the story of why and how your philanthropy matters
Anna Kominik and Mark Russell, Directors, IDEAS Shop
Moderator: Rachel Roberts
Clear and engaging written communication can make a huge difference to the effectiveness of philanthropic and grant-making organisations. The best communication tools let people know what you are doing, and how well you are doing it, in an exciting and interesting way.
Led by Anna Kominik and Mark Russell, partners in public relations firm Ideas Shop Ltd, this workshop will take a fresh look at how to make annual reports more effective in promoting your work.
It will also look at some basic strategies for using other cost-effective communications channels for getting your message across, including working with the media.
Ideas Shop is a Wellington-based public relations consultancy that is working with a range of not-for-profit and grantmaking organisations around the country.
A2. Serving many masters - the challenges of corporate social responsibility
Neil Porteous, Chair, Vodafone Foundation, and Leanne Holdsworth, Holistic Business Solutions
Moderator: Tyron Love
Today’s environment poses challenges for all businesses. Grant makers need to be able to make informed and effective decisions. This session addresses key issues affecting corporate philanthropy including corporate giving as competitive advantage, strategic philanthropy, how to build deeper relationships through partnership and the changing landscape of grantor/grantee relations.
A3. Small but powerful : current contexts and the unique place for small grantmakers in our Communities
Jennifer Gill, Trustee, the Grace Trust, Mary Jane Rivers, Director, Delta Networks, Charmaine Barnett , Trustee, the Fledgling Trust
Moderator: Genevieve Timmons
This session will cover the unique place that small foundations contribute to the world of grantmaking. Small foundations offer a unique opportunity to exercise creativity while serving community needs. With less risk at stake small foundations can free themselves from a traditional mode of operating. The small grant format allows funders to be more experimental in their choice of grant recipients. Small foundations are nimble and are able to respond more quickly than larger organisations as they are not weighed down by as they are not restricted with the bureaucratic challenges of larger grantmakers. The three presenters will offer different perspectives on the diversity of grant giving by small foundations.
A4. Where a loan works better than a donation: the trend to philanthropic lending.
Glen Saunders.
Moderator: John Prendergast
Between philanthropic giving and commercial lending lies a range of financial arrangements which can have a dynamic social effect – the growing field of philanthropic lending.
2007 saw Mohammed Junus, founder of the Grameen Bank in Bangladesh, receive the Nobel Peace Prize for his pioneering work in microcredit and social lending indicating how it’s come of age. What’s been the experience in New Zealand? What funds are active and how might foundations support them? And where might foundations themselves lend rather than make donations, possibly with a better outcome and recycling their funds?
Drawing on the recent report for the Tindall Foundation, we will concentrate on opportunities for foundations here
A5. Youth matters; How do we know what works for youth?
Dibs Patel, Manager, Youth Services, Ministry of Social Development and guests.
Moderator: Kate Frykberg
The ‘state of youth’ has been a constant subject of debate in educational, political, media and community circles for many decades, some would argue for centuries. If we only took at face value the attention grapping headlines of local, national and international reporting then one would be led to believe young people, globally, are on the verge of emotional & mental breakdowns, at risk from self-harm and excessive use of drugs and alcohol, perpetual perpetrators of anti-social behaviour.
Of course this is not the complete picture by far, the vast majority of young New Zealanders are actually achieving positive outcomes across all spectrums of their lives, including academia, sports, arts and culture, politics and community participation.
At the same time, a disproportionate number of those at risk of committing anti-social behaviour, having drug and alcohol dependency issues, becoming young parents, entering the criminal justice system, are young people who hail from socially and economically disadvantaged backgrounds.
This workshop will focus on the question of What Works for Youth, How funders know they are making a positive difference and getting a good return on their investment. You will have the opportunity to learn about the government’s strategy for Youth Development, the principals behind high quality youth development practice and hear about projects and programmes that are making a difference to young people’s lives.
A6. More Bang for your Buck, Maximise returns, Aligning investment strategy with philanthropic mission
Sean Newman, Investment Strategist, TOWER
Moderator: Stuart Burns
Investment markets in recent years have acid- tested trustees' appetite for risk, highlighting how difficult it can be to balance the needs of today's grant-seekers with those of future generations.
New products have expanded the menu of investment options for investment committees to consider and the list of potential investments continues to grow.
In a world of increasing complexity the good news is that the basic rules have not changed. Trustees still need to apply sound process and some fundamental rules to maximise their chances of achieving their objectives.
3.15pm Afternoon tea Oceania
3.30pm Afternoon keynote session Soundings Theatre
Maximising the value of philanthropy
Session Chair: Genevieve Timmons
3.30pm Philanthropy in action: A world of difference
Rob Harley, Vodafone Foundation
3.45pm Funding for young peoples projects: Making it work
Lisa Woods and guests.
4.00pm Collaboration: The true power of strategic partnerships
Liz Gillies, Grants Officer, The Helen McPherson Smith Trust, Melbourne.
At the heart of all networks is the notion of partnerships. Increasingly the not for profit sector, governments, businesses and other stakeholders are looking to partnerships to solve community problems. Whilst there is often considerable debate about the relationship between trusts and foundations and government, the Helen Macpherson Smith Trust has actively sought to develop relationships and build partnerships with government and business. This is based on the belief that no single voice can provide the solution to the persistent and intractable problems that many in the community face and that answers lie in a deeper and more fundamental understanding of collaboration between the sectors. This session will explore insights gained in regard to the essential elements of successful partnerships and collaborations that lie at the heart of aspirations to meet the challenges of creative philanthropic practice.
4.30pm Regions and relationships: Connect, share, develop
Hon Winnie Laban, Minister for the Community and Voluntary Sector and Robyn Scott, Executive Director, Philanthropy New Zealand.
4.45pm Museums and philanthropy - The Te Papa perspective
Te Taru White, Kaihautu, Te Papa
Seddon Bennington, Chief Executive, Te Papa.
This session will discuss the notion of how the work of Te Papa as the National Museum gives back to the community through activities around national treasures. This session will canvas a number of examples of how our concepts and principles work in practice. Te Papa is also the recipient of generous gifts whether they be collection items, community inputs or other resource support – philanthropy matters; and how we participate in that philanthropy, matters a great deal to Te Papa.
5.15pm Day one reflection Soundings Theatre
John Prendergast.
5.30pm Day one close Soundings Theatre
7.00pm Cocktail party Te Papa Foyer
8.00pm Conference gala dinner Wellington Foyer
Philanthropy Matters Dinner – Experience New Zealand’s Cultural Spirit at Te Papa.
The Conference Dinner will be a premier dining and cultural experience, and a highlight of the conference. The menu for the evening brings together New Zealand products, recipes and flavours complemented by authentic and dynamic performances from Maori and Pacific communities. The evening will be a most memorable encounter with contemporary New Zealand culture and cuisine.
It will begin with the AMP Cocktail Party in the Te Papa Foyer and guests will proceed to the Wellington Foyer for the Tower dinner.
It is set to be a night for all to remember!
Day Two Wednesday 28 March 2007
Philanthropy Matters: The future of New Zealand philanthropy
8.00am Registration Soundings Foyer
8.30am Morning keynote session Soundings Theatre
The value of philanthropy in New Zealand
Session Chair – Judith Timpany
The economic impact of philanthropy: The launch of Giving New Zealand; research undertaken for Philanthropy New Zealand by BERL to quantify giving by individuals, trusts and foundations and businesses.
Hon Peter Dunne, Minister of Revenue
8.45am Giving New Zealand: Summary of the BERL report into Giving in New Zealand
Kel Sanderson, Director, Business and Economics Research Limited (BERL),
Ganesh Nana, Economist, Business and Economics Research Limited (BERL).
9.30am Response to Giving New Zealand
Jennifer Gill, Chair, Philanthropy New Zealand, Chief Executive, ASB Community Trust
Tina Reid, Executive Director, Federation for Voluntary Welfare Organisations.
9.45am Philanthropy in action
Pene Loza, Atawhai Morgan, Tai Brown; Tamaki Pathways
10.00am Morning tea Oceania
10.30am Morning keynote addresses Soundings Theatre
New Zealand Today: Future Directions
Session Chair; Jennifer Gill
Aotearoa New Zealand has many faces. Our communities are built on a foundation drawn from experiences of people whose roots are planted in all corners of the globe. Individuals and groups rely on their own values, culture and aspirations to live and connect within communities.
This session will discuss facets of our society that contribute to making New Zealand what it is and what it could look like in the future. To truly understand the portrait of New Zealand today is the key to leaving a legacy for our future generations that is well informed to ensure it continues to matter.
Dr Manuka Henare, Associate Dean M�?ori & Pacific Development,
The University of Auckland Business School
Dr. Morgan Williams, Parliamentary Commissioner for the Environment,
Judge Andrew Becroft, Principal Youth Court Judge of New Zealand.
Mary Jane Rivers, Director, Delta Networks.
Alison Broad, Chair, The Community Trust of Southland
Rachel Afeaki, former director of Affirming Works Ltd, Director of Face North Promotions
12.30pm Lunch Oceania
1.30pm Concurrent sessions
Venue for each session to be confirmed at the Conference.
B1. Investing in Leadership in the Community and Voluntary Sector
Kathleen Enright and Candis Craven
Moderator: Jennifer Gill
Ask any grantmaker what makes for a strong and effective nonprofit andone of the first characteristics mentioned is leadership. Grantmakers for Effective Organizations is at the forefront of an effort to better understand ways in which grantmakers can effectively build nonprofit leadership. Kathleen P. Enright, GEO's executive director, will present findings from Investing in Leadership, a two-volume series for grantmakers interested in leadership as an organisational development strategy. Attendees will learn what works when supporting leadership as a means of building an organisation's performance.
B2. Databases : Powerful management of technology and tools
An Interactive session with Rhonda Poon, Chief Executive, Central Lakes Trust, and Kate Frykberg, Executive Director, Todd Foundation.
Moderator: Rachel Roberts
Keeping track of your grant recipients is an important part of grants management and an essential operational tool. A good database sits alongside or integrates with a Trust's financial management system so that all elements of the grant making process are accounted for. What type of database to choose and how to go about making that decision can be complex as there are a number of options available. This is a practical, hands-on session which will present a case study from a recent successful database development experience in addition to providing workshop participants the opportunity to discuss their own experiences and gain an insight into the options and the costs. Participants will leave with a better understanding of what grant-making systems are available, how other users find them, how good organisational systems can make database development or adoption an easier task, and an overview of how to manage the process of selecting, developing and implementing a new grant-making system.
B3. Leading and Managing for Positive Change.
Anne Firth Murray, Founding President, The Global Fund for Women.
Moderator: Mary Jane Rivers
In the context of philanthropy, "leading and managing for positive change" involves giving attention not only to "what we do" but to "the way we do it." In this presentation, I will raise these kinds of questions:
- What is our vision as we pursue philanthropy?
- Why is it important to identify and live by our values?
- How can we change the world and at the same time be accountable?
- What is the role of money in philanthropy? How important is it?
- Is bigger better?
- As institutional philanthropy has developed, who should decide about the allocation of money?
- How should our work be evaluated? Who should do this?
- Are we really trying to transform our societies? Are we truly willing to change for the greater good?
B4. Funding for Outcomes in action - lessons for the philanthropic sector.
Dr Ann Pomeroy, Funding For Outcomes Project Manager, Ministry of Social Development, Susana Slade, Family Start Supervisor for the Taeaomanino Trust and Ifopo So'o, Operations Manager for the Taeaomanino Trust.
Moderator: Stuart Burns
The Funding for Outcomes (FfO) integrated contracts project was established in late 2003. A small team of contract advisors has developed a new approach to contracting that enables integrated services funded by several government agencies to be specified in one contract. The new contracts focus on the results of service delivery. There is much in this work of interest to the philanthropy sector, particularly for philanthropists who may wish to enter joint grant-giving arrangement with other NGOs or with government. For example, an integrated approach requires collaboration to align and adapt legal, financial and administrative processes, and build positive, trusting relationships. While collaboration is not easy, the FfO experience shows there is value for everyone in this approach.
The first half of this presentation identifies the key lessons from the FfO project for philanthropists interested in taking an integrated approach to working with community grant recipients. The second half outlines the experience of working under an integrated contract from the perspective of a Pacific provider managing a range of programmes to improve the health and wellbeing of Pacific families in Porirua.
B5. Engaging young people in the philanthropy
Lisa Woods with research from JR McKenzie Trust, Mark Farrar former director of Youthbank UK
Moderator: Iain Hines
This concurrent session will be facilitated by Lisa Woods, who helped put together a resource on engaging young people in philanthropy and Mark Farrar, who worked for YouthBank UK. Participants will explore what’s happening now, sharing experiences from Aotearoa New Zealand and other parts of the world, looking at values and principles and how these approaches can be used as a tool for change and community development within a youth development context. The workshop will share tools, resources and discuss what support is needed.
Participants will contribute to the challenge of how we can support young people to get started with their own youth led philanthropy programme
B6. “M�? t�?tou, �?, m�? k�? uri �? muri ake nei – For us and our children after us�?
Ngai Tahu Whanui invite you to celebrate their past and present, their values, and their vision for the future. Mo Tatou celebrates the distinct and dynamic culture of the South Island's Ngai Tahu people. This is a guided tour by members of the Committee that oversee the Mo Tatou exhibition
Moderators: Joyce Maipi and Tyron Love
B7. Responsible investment – Glen Saunders
Moderator: John Prendergast
From ethical investing to SRI to Responsible Investing: the last 30 years has seen what was once the concern of a small minority to one taken up by the mainstream offering commercial returns – possibly even excess returns. Funds with a philanthropic mission internationally are looking at how they can align how they invest with their wider goals without compromising their returns.
We will review where responsible investing has got to, what’s happening internationally and the specific challenges are for New Zealand funds, looking specifically at what funds can do practically.
3.00pm Afternoon tea Oceania
Concurrent Sessions 3.15 – 4.30pm
C1. Developing an evidence based approach to funding – what works and how do you know?
Liz Gillies, Grants Officer, The Helen McPherson Smith Trust, Melbourne
Moderator: Jennifer Gill
What is an evidence based approach to funding? This controversial, complex and difficult question is one that taxes all those involved in philanthropy. The Helen Macpherson Smith Trust has spent recent years strategically considering the gathering of evidence by reviewing the purpose of evaluation, the framing of useful evaluative questions and continuing to explore the nature of change and the role that evaluation plays in the policy dynamic. We certainly don’t have all the answers! Liz will explore Australian and international perspectives on evaluation, outline the Helen Macpherson’s Smith Trust evidence based approach to funding and encourage those at the session to engage in a spirited discussion of where to next.
C2. Enduring Legacies; The Joys and challenges of Family Philanthropy
Jill Reichstein,Trustee, The Reichstein Foundation and Genevieve Timmons, Philanthropic Executive, Portland House Foundation
Moderator: Helena Francis, Trustee, Wayne Francis Charitable Trust
This session is an exploration of some of the key issues relating to family philanthropy, a form of giving which has grown and changed dramatically in the last two decades.
Jill Reichstein has been at the helm of her own family foundation for almost 30 years, driving a strong social change agenda while experiencing many highlights and challenges during that time. She will share her story and reflect on the following questions :
* What makes a family foundation great?
* What are the essential differences between family philanthropy and other structures for philanthropic giving?
* What are the opportunities for families who choose to set up their own foundation?
* What are the challenges and potential for family foundations moving forward in the current environment, particularly with bringing in the next generation?
Genevieve Timmons has extensive experience and knowledge of how to bring a professional framework to family grantmaking. She will share some of the latest and most effective strategies and ideas for family foundations.
The session will start with a brief presentation, leading into discussion and exchange between Jill, Genevieve and those attending about their own experience, ideas and questions.
C3. Mission, Vision and Strategy - Cole Wilbur.
Moderator: Judith Timpany
This session provides ideas on how to develop and improve a grantmaker´s Mission Vision and Strategy.
The presentation and discussion is designed to enhance grantmaking by reviewing one´s mission, then developing ideas for a related vision with goals and how to consider a variety of strategies to reach those goals. It will also include methods of evaluating our own progress and effectiveness
C4. Rethinking Social Investment – David Wilson AUT
Moderator: Stuart Burns
The focus of this session is 'business social investment'. Investment is seen as social because its primary focus is to add value to identified social outcomes. We are interested in how businesses engage and partner with social and community organisations to achieve certain social outcomes. The term investment is used to imply that a 'return' - however measured - is gained from the effort and resources that both the business and the social/community organisation invest in a project or programme of activities. We believe as result of our preliminary work that there is scope for better (more intelligent) partnerships and for a "New Zealand approach" to be more recognised and encouraged. This would include a recognition of the potential for small to medium sized businesses to become more involved in their local communities in a more organised and structured way.
C5. Philanthropy as experimental risk-taker and explorer of innovative ways to address social problems
Tim Brodhead, President and CEO, JW McConnell Family Foundation
Moderator: Rachel Roberts
It is generally accepted that applying the same old approaches is not likely to yield new outcomes. Foundations are often called the providers of society's social "risk capital", but is this just wishful thinking?
How one foundation has approached the challenge of encouraging innovative problem-solving by supporting social entrepreneurs and 'scaling up' successful projects to achieve real impact.
C6. Supporting Organisational Effectiveness – Building Capacity in the Community and Voluntary Sector.
Kathleen Enright, Executive Director of Grantmakers for Effective Organizations, Catherine McClintock, SCOPE Project; Marilyn Kohlhase, Building Pacific Organisations.
Moderator: Iain Hines
Given that grantmakers can only be effective when their grantees achieve meaningful results, every grantmaker must pay attention to the organizational strength of those they fund. Building organizational capacity is tricky business and many funders and consultants have learned that a one-size-fits-all approach does not work. This session will look at approaches to invest in organisational capacity that are appropriate to the organisation's context and will include presentations from two practical examples – the SCOPE Project and the Building Pacific Organisations Project.
Afternoon keynote address Soundings Theatre
Philanthropy Matters
Session Chair – John Prendergast
4.30pm Philanthropy in action
Mixit: Wendy Preston
4.45pm How can we be as superb at supporting the living as we are at burying the dead?
Patrick Snedden, Public Sector Director.
Understanding the positive power of the 'collective' in cross cultural relationships in Aotearoa.
5.15pm Philanthropy Matters - closing
John Prendergast and Jennifer Gill.
Poroporaki – Te Taru White