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<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong><br />

Toputanga Tuku Aroha o Aotearoa<br />

<strong>Conference</strong> <strong>Report</strong><br />

“<strong>New</strong> <strong>Zealand</strong> is on the cutting edge of philanthropy”<br />

Emily Tow Jackson<br />

2013<br />

Kia nui atu te tuku aroha<br />

<strong>Philanthropy</strong>~<br />

Doing More<br />

Than Giving<br />

Follow us on twitter<br />

Like us on facebook<br />

www.giving.org.nz


Contents<br />

2<br />

3<br />

4<br />

5<br />

7<br />

8<br />

9<br />

10<br />

11<br />

12<br />

13<br />

14<br />

15<br />

<strong>Conference</strong> sponsors<br />

From the <strong>Conference</strong> Chair & Chief Executive<br />

Emily Tow Jackson & Stephen Tindall<br />

Impact<br />

Media<br />

Kevin Murphy & Tim Brodhead<br />

Albert Ruesga & Che Wilson<br />

Workshops<br />

Ian Narev & Bronwen Golder<br />

Philanthropists’ lunch<br />

Comments<br />

Attendance<br />

Ratings<br />

Matt Dagger, Kaibosh Manager<br />

Congratulations to Wellington charity, Kaibosh Food Rescue, which delivered 178 meals made from<br />

unused conference food to the Home of Compassion Soup Kitchen, the Wellington Night Shelter and<br />

Pablo’s Art Studio in a successful first-time collaboration with a large-scale venue like Te Papa.<br />

“I was really impressed with the commitment to sustainability – was really<br />

proud of what you did with this and think that it would be great<br />

to look at other ways that <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> could ‘live’ its values<br />

through the way it carries out its functions.” Survey feedback<br />

<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> would like to gratefully acknowledge the support from sponsors of this year’s conference:<br />

We would also like to thank: the JR McKenzie Trust, ASB Community Trust and The Tindall Foundation, which have all provided assistance<br />

with speakers' travel costs.<br />

<strong>Conference</strong> committee and<br />

<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> staff<br />

A special thanks to Signify web development company, which has donated many h<strong>our</strong>s of skilled work on <strong>our</strong> conference website.<br />

Plus, thanks to Siobhan Bulfin of Goalpost and Helen Baxter of Mohawk Media, who provided social media support.<br />

Thanks also to the conference committee for the many extra h<strong>our</strong>s spent on conference planning:<br />

Keynotes and presentations available now<br />

at www.giving.org.nz<br />

A short video clip featuring interviews from the conference<br />

is available HERE<br />

With thanks to June Brodie for her camerawork.<br />

All photography by Paul Fisher unless otherwise specified.<br />

Design by Bunkhouse graphic design ltd<br />

Edited by Mary Longmore<br />

Jennifer Gill (Chair), Alison Taylor, Chloe Harwood, Moi Becroft and Karyn McLeod, all from the ASB Community Trust,<br />

Rongo Kirkwood of Trust Waikato, Kate Tindall of the Tindall Foundation, Kim McWilliams of the Auckland Medical Research<br />

Foundation, Carol Melville of the Otago Community Trust, Mark Bentley of the Auckland Communities Foundation,<br />

Helena Francis of the Wayne Francis Charitable Trust, Terri Eggleton of Baytrust and to John Prendergast of the<br />

Community Trust of Southland for his superlative MC duties.<br />

With much appreciation also to <strong>our</strong> volunteers: Sharon Leamy, Adrienne Thomson, Ishani Noble, Alicia Bencivenga<br />

Rachel Tumminello and Michelle Wanwimolruk for their invaluable contribution over two days.<br />

Simon Bowden from the Arts Foundation and the Swing Gigolos<br />

entertained conference-goers. Photo by Matt Silcock, Descent Photography<br />

2


from<br />

&<br />

<strong>Conference</strong> Chair<br />

I left this year’s conference buzzing, with the exhilarating sense<br />

<strong>our</strong> sector is at the crest of a wave of enthusiasm, engagement<br />

and new ideas that has been building over recent years.<br />

The hallways of Te Papa were sizzling with energy as people<br />

made connections across countries, generations and sectors.<br />

And that was in between the plethora of workshops and<br />

often visionary speakers, who have dedicated their lives to<br />

something bigger than themselves.<br />

From the extraordinary Kiwi conservationist Bronwen Golder,<br />

who described her big picture approach to transforming how<br />

we perceive <strong>our</strong> oceans, to Tim Brodhead’s poignant plea<br />

for creative action to ensure humanity’s survival, this year’s<br />

conference was filled with optimism, innovation – and coolheaded<br />

advice.<br />

While we face enormous social, economic and environmental<br />

challenges, it would appear there are plenty of thoughtful<br />

grantmakers, young people and social entrepreneurs who are<br />

prepared – and equipped – to take them on.<br />

Philanthropists today have become more strategic than ever<br />

before. For me, this year’s conference reinforced that this<br />

high-engagement, mission-driven approach is one of the most<br />

effective ways to make a difference – which is what we are all<br />

trying to do.<br />

Ka kite ano<br />

Jennifer Gill<br />

Chief Executive, ASB Community Trust<br />

Tena koutou friends<br />

Chief Executive<br />

“Fly high, or in the words of a Maori proverb:<br />

Whaia te iti kahuranga ki te tuahu<br />

koe me he maunga teitei<br />

Aim for the highest cloud so that if you<br />

miss it, you will hit a lofty mountain.”<br />

“A coming of age”; “a buzz in the hallways”; “a wave of<br />

enthusiasm” – these are but a taste of the fav<strong>our</strong>able<br />

comments made about the philanthropic sector in <strong>New</strong><br />

<strong>Zealand</strong> at <strong>our</strong> conference. I agree.<br />

I have the same sense that<br />

we are at a tipping point.<br />

With a wealth of experience, knowledge and innovative<br />

thinking alongside the money, we have the power to transform<br />

more lives, more deeply than ever before.<br />

I’m ambitious, both for <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> and <strong>our</strong><br />

sector. As Emily Tow Jackson observed, <strong>New</strong> <strong>Zealand</strong> is on<br />

the “cutting edge” of philanthropy. We are small and the field<br />

is relatively new, but this gives us the chance to innovate and<br />

be creative.<br />

Here at <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> we are developing new<br />

strategies for connecting philanthropy to need as effectively<br />

as possible. What might this look like? We see five areas of<br />

opportunity:<br />

1<br />

2<br />

3<br />

4<br />

5<br />

Building PNZ as a backbone organisation, with strong<br />

and strategic alliances across philanthropy, business, iwi,<br />

government and community.<br />

Becoming a thought leader, to inform <strong>New</strong> <strong>Zealand</strong> on<br />

how philanthropy can and does contribute ($2.67 billion<br />

in 2011).<br />

Increasing value to <strong>our</strong> members by expanding<br />

professional development, good practice, research,<br />

networks and services.<br />

Creating informed debate on new opportunities, trends<br />

and models to improve social investment with impact.<br />

Advocating and agitating.<br />

We will be seeking y<strong>our</strong> ideas as we develop this strategy.<br />

We brought together:<br />

11<br />

and more than<br />

incredibly insightful keynotes speakers,<br />

including<br />

internationals<br />

70<br />

5<br />

highly talented people from<br />

around the globe to run<br />

24<br />

workshops over<br />

2<br />

days.<br />

This report reveals initiatives and new approaches already<br />

emerging from connections made at <strong>our</strong> conference by the<br />

342 people who attended.<br />

We look forward to hearing of many more.<br />

Hei kona ra – see you next time!<br />

Liz Gibbs<br />

3


speakers“Treating people with unconditional respect,<br />

does actually work.”<br />

Sir Stephen Tindall from The Tindall Foundation<br />

“They inspire me every day to do all that’s in my<br />

power to offer them the opportunities and safety<br />

net that I had and that every child deserves.”<br />

Emily Tow Jackson, from the Tow Foundation, USA<br />

Emily Tow Jackson<br />

Emily spoke powerfully about how today’s generation of philanthropists want to lead social<br />

change, not just write cheques, and that small organisations have the power to achieve this.<br />

Under her leadership, her own family’s Tow Foundation – inspired by the case of brutally jailed<br />

teenager “Emily J” – made the leap into catalytic philanthropy and ultimately led to the successful<br />

transformation of Connecticut’s entire justice system.<br />

“If we were going to not just help 15 or 50 people but whole<br />

communities, we needed to do things differently.”<br />

The board began collaborating with non-profit leaders, government and advocates for legislative<br />

change. Two decades later, thousands of youths receive quality therapeutic care instead of being<br />

jailed and Emily is working to replicate the transformation in <strong>New</strong> York.<br />

“We are not a big organisation, but we have managed to deliver a catalytic impact by being bold,”<br />

said Emily, urging Kiwi grantmakers to do the same.<br />

<strong>Read</strong> Emily’s personal story of how her passion for working with youth began<br />

in <strong>New</strong> <strong>Zealand</strong>, HERE<br />

Hear her on Nine to Noon, HERE<br />

Watch her presentation, HERE<br />

Stephen Tindall<br />

Sir Stephen Tindall spoke about the Tindall Foundation’s move from “pure charity” to deeper work<br />

bringing social change in recent years.<br />

Such projects include growing community foundations, training and employing more Maori<br />

and Pacific people in South Auckland’s health sector and connecting young people to relevant<br />

qualifications and available jobs. Collaboration with others – government and communities – is<br />

key, Sir Stephen said.<br />

“We can’t do it alone. The government can’t do it alone.<br />

It’s about joining <strong>our</strong>selves up and trying to solve problems<br />

that actually exist in this country.”<br />

What has The Tindall Foundation learned?<br />

• Remain flexible, but stick to y<strong>our</strong> road map.<br />

• Be engaged but you are a funder, not a friend.<br />

• Use steering groups and advisory panels. “This works a treat”<br />

with round table discussions of interested parties getting things moving.<br />

• Look for an appetite for change within communities.<br />

• A warm head, cool heart, hard nose and patience.<br />

Asked about the next generation, he suggests parents use the rule of thirds when supplying pocket<br />

money – spend a third, save a third and give a third away:<br />

“Teach kids that you are supposed to share y<strong>our</strong> income with others.”<br />

See Stephen’s presentation, HERE<br />

Hear Stephen’s Radio <strong>New</strong> <strong>Zealand</strong> interview, HERE<br />

“Absolutely standout.” Adrienne Thurston, Hugh Green Foundation, on Emily Tow Jackson<br />

4


impact<br />

You came, you saw, you listened. Now what will you do?<br />

We asked grantmakers what changes are taking place<br />

as a result of the conference.<br />

YOUTH<br />

The Auckland Communities<br />

Foundation’s “simmering”<br />

plans for a youth<br />

philanthropy programme<br />

was given new impetus<br />

by the “amazing” young<br />

people who Skyped from a<br />

Pennsylvania’s Youth Advisory<br />

Committee to talk about how<br />

they raise and give money away, said<br />

Chief Executive Mark Bentley.<br />

“Seeing it in action has motivated me to think, ‘maybe this isn’t a<br />

piece of skunk work that I get someone else to do; it’s actually<br />

something we fold into the main activity of the Foundation and<br />

just crack on with it <strong>our</strong>selves, giving it the appropriate time<br />

and energy.’”<br />

Founder of California’s Harry Singer Foundation, Melvin Kaplan,<br />

plans to take up the Tindall Foundation’s approach to boosting<br />

youth employment, after discussions with Sir Stephen Tindall.<br />

The Youth Employment Initiative works with local councils and<br />

employers to get youths into local jobs by ensuring they get<br />

relevant qualifications at school.<br />

“That’s a great idea for us. We’re having the same problem,<br />

they graduate out of high school, but they are not employed in<br />

any way.”<br />

CROWDFUNDING<br />

Auckland Communities Foundation Grants Manager Kat Stanier<br />

wants to incorporate crowdfunding into its fundraising, especially<br />

for large projects, after attending the crowdfunding workshop.<br />

This year, the Foundation initiated a giving circle and a small “staff<br />

and friends of” fund – two initiatives that could provide them with<br />

the platform on which to explore crowdfunding further, Kat said.<br />

CANTERBURY<br />

Vodafone NZ Foundation Manager Annette Culpan said she<br />

made some great connections with some international keynote<br />

speakers. “I’ve already begun linking in with two of them, to<br />

leverage their knowledge and experience and apply it here in<br />

Aotearoa.<br />

“Plus, I have had feedback from Dr Albert Ruesga on <strong>our</strong><br />

funding strategy in Canterbury, and have a conference call<br />

scheduled with Tim Brodhead on how to approach systemic<br />

social change.”<br />

COLLABORATION & NETWORKING<br />

Recently appointed Chief Executive of <strong>Philanthropy</strong> Australia,<br />

Louise Walsh, said she got the chance to talk to <strong>Philanthropy</strong><br />

<strong>New</strong> <strong>Zealand</strong>’s Chief Executive Liz Gibbs – also newly appointed<br />

– about possibly working more closely together. She said there<br />

is an “exciting opportunity” for these trans-Tasman organisations.<br />

“We’re both new, we’ve both got fresh ideas and I think<br />

you’re going to see us collaborate on a number of areas –<br />

whether it’s research, whether it’s policy space – certainly in<br />

the area of conferences.”<br />

Albert Ruesga, Greater <strong>New</strong> Orleans Foundation<br />

Ingrid Burkett of Australia’s social business consultancy, Knode<br />

Liz Gibbs with Louise Walsh,<strong>Philanthropy</strong> Australia<br />

Photo by Matt Silcock, Descent Photography<br />

5


Volunteer Michelle Wanwimolruk and<br />

Louise Edwards of the Canterbury Community Trust<br />

Margot McCool and Nicky Wilkins<br />

of the Acorn Foundation<br />

Caren Rangi, Eastern & Central Community Trust with<br />

Precious Clark of ASB Community Trust<br />

6<br />

ADVOCACY<br />

Hugh Green Foundation Manager Adrienne Thurston was<br />

particularly influenced by Kevin Murphy’s call to agitate. As a<br />

result, she has been discussing with others in the Canterbury<br />

Recovery Funding Network the need to make a stand to ensure<br />

people are treated equally in Canterbury.<br />

“This is exactly what we should be doing… Making a stand<br />

together.”<br />

CATALYTIC & STRATEGIC PHILANTHROPY<br />

The West Coast Community Trust is reconsidering its approach<br />

to funding decisions after hearing how the JR McKenzie Trust<br />

decided to become more strategic in its funding.<br />

“I thought it was a major change, very c<strong>our</strong>ageous, and it made<br />

me think a lot about how we do things,” said Chief Executive<br />

Angela Keenan. She plans to “plant a little seed” for similar<br />

changes at the Trust’s next strategic review.<br />

Opening talks from Sir Stephen Tindall and US grantmaker Emily<br />

Tow Jackson on how their respective family foundations take a<br />

strategic approach to their philanthropy were a big influence, as<br />

was the chance to network with other Canterbury funders, said<br />

Louise Edwards of the Canterbury Community Trust.<br />

“Canterbury is at a historic point in time, and it’s about<br />

making sure we take up <strong>our</strong> leadership responsibilities and<br />

connect with other funders in a more collaborative way.”<br />

EVALUATION<br />

The Hugh Green Foundation will be doing more evaluation as a<br />

result of the Kate McKegg workshop she attended, said Adrienne<br />

Thurston.<br />

“At the moment we don’t strongly evaluate the real stories.<br />

We look at how many people turned up to that therapy<br />

session, or how many youth are now being mentored. But it’s<br />

what’s different in their lives from going along. It’s not how<br />

many, it’s what happening. So that’s definitely something<br />

we’ll take away.”<br />

MAORI & PHILANTHROPY<br />

The Canterbury Community Trust is also examining how it<br />

engages with Maori community groups, particularly around its<br />

application process, after Chief Executive Louise Edwards saw<br />

Che Wilson’s presentation on Maori and philanthropy. She said<br />

the Trust also planned to work more closely with South Island<br />

Iwi, Ngai Tahu, after meeting a representative at the conference.<br />

STRATEGY & SELF REVIEW<br />

For some, the conference reinforced that they were heading in<br />

the right direction.<br />

“I think it’s really reinforced the direction the Trust is going<br />

in around high engagement & strategic philanthropy: that it<br />

is the way this world is going and that it is the right thing to<br />

do.” Jennifer Gill, ASB Community Trust.<br />

“I think it’s been a reassurance to us that we are on the<br />

right track. We go out there and think ‘are there areas in the<br />

community we can help?” Sir Eion Edgar, Central Lakes Trust.<br />

BUILDING COMMUNITY OVER DINNER<br />

When Trust Waikato’s Chief Executive Bev Gatenby heard<br />

chef Richard Till talk at the 2009 <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong><br />

conference about two historic community dinners held in the<br />

1800s, she was inspired. F<strong>our</strong> years later the community has<br />

successfully run two large annual events called Dinner @ the<br />

Domain, with the support of Trust Waikato. Bev said she would<br />

“warmly recommend this kind of idea to people.<br />

Bev Gatenby & Richard Till’s talk, HERE


Media coverage has been excellent, particularly from<br />

Radio <strong>New</strong> <strong>Zealand</strong> which featured most keynotes.<br />

Social Media: We used the conference as a launchpad for Twitter and Facebook, curating all conference-related tweets into a wrap up of the <strong>online</strong> conversation<br />

on Storify, HERE<br />

Emily Tow Jackson<br />

Sir Stephen Tindall<br />

Tim Brodhead<br />

Nine to Noon<br />

Weekly cumulative*<br />

audience 227,000<br />

Sunday Morning<br />

with Chris Laidlaw<br />

Weekly audience 192,000<br />

Sunday Morning<br />

with Chris Laidlaw<br />

Great to have so many high calibre speakers presenting on a number of subjects.<br />

It was difficult to decide which workshops to attend. Survey feedback<br />

Kevin Murphy<br />

Ian Narev<br />

Albert Ruesga<br />

Nights<br />

with Bryan Crump<br />

Weekly audience<br />

156,000<br />

The Dominion Post<br />

Average daily readership<br />

235,000 15+<br />

The Christchurch Press<br />

Average daily readership<br />

215,000 15+<br />

plus Sunday Morning<br />

The conference cocktail party also featured in the Sunday Star-Times’ About Town section<br />

*Weekly cumulative audience means the number of different listeners aged 15+ over a week. Nielsen survey 2012 figures.<br />

7


speakers“I don’t think we believe that societies or civilisations<br />

“By breaking out of the traditional quiet mode<br />

of grantmaking, we make <strong>our</strong>selves servants<br />

of the communities that we serve and that’s an<br />

appropriately humble place for us to be.”<br />

Kevin Murphy, President and Chief Executive of the Berks<br />

County Community Foundation<br />

are fated to decay. What we’ve seen, what we believe<br />

is that societies can rise to the challenges they face.<br />

We find ways to renew <strong>our</strong>selves and we develop<br />

new frameworks, new knowledge and we call that<br />

capacity, resilience.”<br />

Tim Brodhead, Senior Fellow, Social Innovation Generation, Canada<br />

Tim Brodhead<br />

8<br />

Kevin Murphy<br />

Kevin called on philanthropists to step into “the rough and tumble business of social change” and<br />

speak up to the powerful on behalf of those who cannot.<br />

He described how the Pittsburgh school district in Pennsylvania was transformed from a<br />

dysfunctional failure into a successful national model after three foundations stood up in 2002<br />

and announced they were halting all grants to the school board until the problems were fixed.<br />

Even more astonishing, this sweeping change was brought about by withholding grants totalling<br />

just US$3.5m a year – a third of a percent of the district school board’s $US1billion budget.<br />

So began a trend of grantmakers taking on hard, public battles on behalf of those they serve – a<br />

trend which can and should continue.<br />

“Irritating and agitating causes us to step out of <strong>our</strong> limited roles<br />

as dispensers of cash and be willing to use <strong>our</strong> moral and<br />

political authority on behalf of those who lack power. It means<br />

sometimes we have to be a pain in the butt.”<br />

See Kevin’s full keynote, HERE<br />

Hear Kevin’s interview on Radio <strong>New</strong> <strong>Zealand</strong>, HERE<br />

A show-stopper – very funny but very very powerful and a<br />

great call to action for us to not sit back on <strong>our</strong> laurels but<br />

really take positions of community leadership.<br />

Auckland Communities Foundation CEO Mark Bentley on Kevin Murphy’s keynote<br />

Warning of the perils of “just muddling through”, Tim called on the philanthropic sector to lead a<br />

major social reorganisation in response to “epochal” global challenges facing the world today –<br />

as it had in past social changes such as the equal rights movement and protection of the planet.<br />

“Material wealth alone does not make a good life. Inequality creates instable societies. We can’t<br />

continue to indulge <strong>our</strong> wants and needs at the expense of future generations needs. All these<br />

things we know”. But can we translate this into practical action?<br />

Collaboration is key – granters and grantees must work together – and more proactive, complex<br />

funding models are needed. But to achieve social transformation, we must create an “ecosystem”<br />

with safe spaces for government, funders and community groups to come together and take risks.<br />

This is starting. In Canada, social innovators are experimenting with social finance, loosening<br />

fundraising rules and building links with universities. Boundaries between public, private and notfor-profit<br />

sectors are increasingly blurred. Change, or social innovation, labs are bringing Nestlé<br />

executives together with African farmers, to discuss global food security.<br />

“That’s the good news, we can change!<br />

And we’re doing so.”<br />

Tim raised the “Pollyanna-ish” point that every cloud has a silver lining: slow growth means less<br />

consumption, paying down debt forces us to live within <strong>our</strong> means.<br />

See Tim’s full presentation, HERE<br />

“Another world is not only possible, but she is on her way.<br />

On a quiet day I can hear her breathing” –<br />

Tim Brodhead quoting Arundhati Roy.


&<br />

Dr Albert Ruesga<br />

Greater <strong>New</strong> Orleans Foundation and Grantmakers for Effective Organizations (GEO)<br />

Che Wilson<br />

Chair of Te Kawai Toro and Ngati Rangi Trust Manager<br />

Loosely basing his talk around the “quiet desperation” felt by many non profit leaders, Dr Ruesga<br />

suggests some approaches to strengthening non profit organisations so they can fulfil their<br />

mission. But sometimes the best thing a funder can do is “leaving them alone” – let them grow!<br />

Che Wilson announced draft research from BERL on behalf of Te Kawai Toro, the Maori committee<br />

within the JR McKenzie Trust. While it was challenging to extract data on Maori-only funding,<br />

researchers estimate 12 percent of all philanthropic funding goes to Maori.<br />

To reach sensitive information about where the biggest needs are among organisations, Dr Ruesga<br />

suggests an anonymous survey. At his Foundation, this research uncovered the fact that 50 percent<br />

of grantees had less than three months reserves and many were living from hand to mouth.<br />

It also found that many non profit leaders are in the job for the first time and may not have all the<br />

skills required to run an organisation – with 75 percent planning to leave within five years due to<br />

burnout, mostly due to stress over fundraising.<br />

“They’re burning out primarily because of money issues… because<br />

they’re not getting the kind of support they need from their trustees<br />

or board of directors.”<br />

But with Treaty settlements only two to f<strong>our</strong> percent of what was taken, even for iwi getting $50<br />

million-plus, it will take roughly 30 years to get to a place where they are able to give.<br />

“So if we want that to increase, then we’ve got to look at other ways of doing this as a country.<br />

“By working together – Maori, the government, philanthropy… we can<br />

start to build the blocks not just for Maori, but to increase production<br />

for <strong>our</strong> country and create a better place to live, Aotearoa.”<br />

Hear Che’s full presentation, HERE<br />

Ways to support include:<br />

• General operating support, ideally multi-year<br />

grants for capacity-building<br />

• Other kinds of capital, such as loans<br />

• Larger grants<br />

• Simplify grant application and reporting<br />

• Support the NGO “ecosystem” by supporting<br />

bodies like <strong>Philanthropy</strong> NZ<br />

Watch Albert’s full presentation, HERE<br />

Listen to Albert on Radio NZ, HERE<br />

Train y<strong>our</strong>self in:<br />

Watch out for transitional moments: such as:<br />

Rules of engagement:<br />

• Organisational life cycles • Moving from all volunteer to staffed organisations • Always do ‘with’ not ‘to’ communities<br />

• Non profit finances<br />

• Appointing a first time executive director<br />

• Be willing to apply to y<strong>our</strong>self the<br />

• Governance & evaluation • Departure of the founder is a “moment of peril”<br />

prescriptions you dole out to others<br />

• Moving to new locations<br />

speakers<br />

9


workshops<br />

With 24 workshops run by more than 70 incredibly talented people over two days – including<br />

several young people who Skyped in HERE to talk about their grantmaking project in Pennsylvania<br />

– there were rich pickings for <strong>our</strong> 342 conference-goers.<br />

Themes ranged from youth in philanthropy and Treaty settlements to governance and social investment.<br />

Simon Bowden, Arts Foundation<br />

Kevin Murphy and his Youth Advisory Committee<br />

Founder and Chief Executive of the Inspiring Stories Trust, Guy Ryan,<br />

shared the trailer for his international award-winning film Carving<br />

the Future, about young Kiwis stepping up to tackle global issues<br />

in <strong>our</strong> own backyard and the Trust’s 2012 film competition winner<br />

Continuity Error, about a boy’s passion for conservation. It was<br />

off the back of Carving the Future’s success that the Trust was<br />

born.<br />

Helen Baxter, Mohawk Media<br />

Emily Bruce and Heath Hutton, JustSpeak<br />

The young people from Berks County USA,were an amazing<br />

example of not only how young people can be trusted to<br />

give money and give it really well but also how they can<br />

be inspired to raise it. Mark Bentley, Auckland Communities Foundation<br />

The days flowed really well, and didn’t get bored once!<br />

Perfect. Workshop streams were varied and full.<br />

Survey feedback<br />

Sam Caldwall, JR McKenzie Trust<br />

The networking and connections in<br />

<strong>New</strong> <strong>Zealand</strong> and Australia, has just<br />

been so exciting. Emily Tow Jackson<br />

Professor Manuka Henare, Associate Dean,<br />

Maori and Pacific Development, Auckland University<br />

10<br />

I really did appreciate the opportunity that Manuka Henare gave<br />

(and to conference organisers for providing a safe environment) to talk<br />

openly, people not feeling that they couldn’t ask questions. I think lots<br />

of people want to know what is happening in the Maori world but are<br />

not given the opportunity to discuss those sorts of things.<br />

Robyn Rauna, East Coast & Central Community Trust<br />

Robyn Rauna


speakers<br />

Ian Narev<br />

Commonwealth Bank of Australia’s Chief<br />

Executive and Chair of the Springboard<br />

Trust<br />

“A business depends on the<br />

success of its community.”<br />

&<br />

Bronwen Golder<br />

Director of the Pew Foundation’s Kermadec Initiative<br />

Corporate banker-turned-conservationist Bronwen Golder<br />

doesn’t have to sweat “the little stuff” in her bid to create the<br />

world’s largest marine reserve in <strong>New</strong> <strong>Zealand</strong>’s back yard,<br />

thanks to her backers.<br />

“It’s kind of a no-brainer,<br />

that if you have one of<br />

the last unprotected<br />

spaces in the world,<br />

you protect it!”<br />

Commonwealth Bank of Australia’s Chief Executive Ian Narev<br />

said the “anchor” reason for corporates to work with non-profits<br />

is that good business needs strong communities.<br />

“A business that is thriving for the short term while the<br />

community around it is struggling, is never going to be a viable<br />

business in the long term.”<br />

Also, staff love to contribute, business can learn much from<br />

the creativity of under-res<strong>our</strong>ced non-profits and have a real<br />

impact on their communities. But when engaging, businesses<br />

must shed their “almost arrogance”, said Ian, recalling his own<br />

“humbling” experience approaching school principals when<br />

launching the Springboard Trust.<br />

“Rather than the normal accolades that we’d thought we’d<br />

get about how wonderful this is, the reaction was, ‘You’re just<br />

another bunch of do-gooders who think you know something<br />

about a sector.”<br />

A clear strategy developed jointly on how a business can help is<br />

key. One school asked a business for its male staff to simply sit<br />

in a playground and read to provide literate male role models.<br />

“No business was ever going to come up with that idea!”<br />

In a final “controversial” point, Ian suggested fragmentation is<br />

the enemy of success. “The reality is, in the not-for-profit sector<br />

there are too many people trying to do the same thing.” They<br />

must find the gaps and pool res<strong>our</strong>ces for maximum impact.<br />

Businesses could help here, identifying the “really successful,<br />

viable players” in communities who should get more res<strong>our</strong>ces.<br />

“I have never done a project report, never had a budget. I have<br />

never been asked ‘why did you take nine artists into the ocean?”<br />

The Kermadec initiative is part of the Global Ocean Legacy – a<br />

project of the Pew Foundation and a group of US philanthropists<br />

including Julian Robertson – which aims to set up a worldwide<br />

network of ocean reserves.<br />

Their high-trust, long-haul approach allowed Bronwen to<br />

arrange a voyage in 2011 with some of <strong>New</strong> <strong>Zealand</strong>’s “great<br />

communicators” – writers, artists, sculptors – to “capture<br />

the essence” of the Kermadecs, a group of islands northeast<br />

of <strong>New</strong> <strong>Zealand</strong>. A book and exhibition resulted, along with<br />

new relationships between conservationists, artists, the <strong>New</strong><br />

<strong>Zealand</strong> and Chilean navies, the Ministry of Foreign Affairs &<br />

Trade and beyond.<br />

“Without the end result, the process has started with a<br />

diverse range of people.” Last year Bronwen took another 30<br />

young people and scientists to the islands, creating another<br />

constituency who have set up an NGO.<br />

“It’s kind of a no-brainer, that if you have one of the last<br />

unprotected spaces in the world, you protect it!”<br />

Listen to Bronwen’s presentation, HERE<br />

See her interview in the Dominion Post, HERE<br />

Watch a film clip of their trip to the Kermadec, HERE<br />

See Ian’s Dominion Post interview, HERE<br />

Gregory O’Brien Poet, Jennifer Gill and<br />

Bronwen Golder<br />

11


Kate Tindall, Communications & Donations Advisor at<br />

The Tindall Foundation<br />

Philanthropists’ lunch<br />

starting<br />

out<br />

“To me, giving is practicing being human and<br />

recognising that you’re one of humanity.”<br />

Kate Tindall<br />

Kate Frykberg, founder of ThinkTank Charitable Trust and Executive Director of the Todd Foundation<br />

Ahead of the conference, 30 individuals who give or are<br />

considering doing so were invited to a private lunch hosted by<br />

<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong>.<br />

Philanthropist Gini Falloon of the Andrew<br />

Falloon Charitable Trust, set up with her<br />

late husband, Kate Tindall of The Tindall<br />

Foundation and Emily Tow Jackson of the<br />

Tow Foundation in Connecticut, all shared<br />

their experience of family philanthropy<br />

and personal giving. They gave inspiring<br />

and honest accounts which traversed what it<br />

is like starting out through to how to involve second and third<br />

generations in the family’s philanthropic endeav<strong>our</strong>s.<br />

The lunch guests certainly appreciated the opportunity to get<br />

together to talk in such an open and frank environment. There<br />

were a lot of perceptive questions and answers – with people<br />

thinking about the effects of their giving.<br />

An excellent inclusive workshop discussion pulled the day<br />

together and <strong>our</strong> guests left with an appetite to either start or<br />

continue their personal giving j<strong>our</strong>ney, loaded up with wonderful<br />

insights that will help them make an impact.<br />

By Rachel Roberts, Thoughtful Giving Project Manager<br />

During the lunch <strong>our</strong> speakers and other experienced<br />

philanthropists such as Kate Frykberg and Sir Stephen Tindall<br />

spent time continuing these conversations and supporting <strong>our</strong><br />

guests to explore what they can achieve by giving thoughtfully.<br />

Sir Stephen Tindall<br />

12


what you said<br />

I have to say <strong>New</strong> <strong>Zealand</strong> is on the cutting edge of philanthropy. It’s a smaller and newer<br />

field here, but I’m so impressed when I took a look at the conference programme. It makes<br />

a lot of American conferences just pale in comparison. Emily Tow Jackson, Tow Foundation, USA<br />

I appreciate the opportunity to talk to non-Maori<br />

about Maori gift-giving. Robin Rauna, Eastern & Central Community Trust<br />

To hear the speakers talking about actively how to achieve their<br />

goals by more than just writing grants was inspiring… After seeing<br />

the quality of conversation at this event I would welcome the<br />

opportunity (to collaborate). Josh Vial, Enspiral founder<br />

In addition to the inspiring speakers the combination of meeting<br />

people, networking, listening to their experiences and reflections<br />

was hugely powerful and helped to stimulate new ideas and<br />

consolidate previous discussions… The strategy and therefore<br />

programmes of the Foundation will be influenced by the conference.<br />

Antony Welton, Vodafone Foundation Chair<br />

Chef Richard Till on community dinners<br />

The most… learning happens, I reckon,<br />

in the conversations.<br />

Te Rawhitiroa Bosch, World of Difference recipient<br />

Josh Forde, social entrepreneur from Rabidtech and Enspiral<br />

I had a sense of a real coming of age<br />

for <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong>.<br />

Bev Gatenby, Trust Waikato<br />

The myth of soft fluffies was blown out of the water by the presentations,<br />

conversations and workshops of the conference, where the economic<br />

value of philanthropic work was on full display. Survey feedback<br />

Ross George of Direct Capital with Ricky Houghton<br />

Chief Executive of He Korowai Trust<br />

13


The 342 attendees included:<br />

Community Foundation<br />

271 members & 71 non-members<br />

Community Trust<br />

Charitable<br />

Trust<br />

Private/<br />

Family/<br />

Trust<br />

Other<br />

Lottery<br />

Grants<br />

Board<br />

5%<br />

3%<br />

15%<br />

3%<br />

1%<br />

4%<br />

40%<br />

<strong>Conference</strong><br />

Attendance<br />

One of the best conferences of any kind<br />

I have ever been to.<br />

Survey feedback<br />

3%<br />

6%<br />

12%<br />

4%<br />

3%<br />

1%<br />

Corporate<br />

Corporate<br />

Foundation<br />

Energy<br />

Trust<br />

Gaming<br />

Trust<br />

14 12<br />

Iwi Organisation<br />

Government Local<br />

Government Central


84%<br />

Rated the <strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong><br />

conference as good or excellent<br />

Ratings for specific aspects of the conference were as follows:<br />

<strong>Conference</strong><br />

communications<br />

56% 32%<br />

GOOD EXCELLENT<br />

balance between<br />

workshops &<br />

Keynotes<br />

43% 39%<br />

GOOD EXCELLENT<br />

networking<br />

Opportunities<br />

53% 28%<br />

GOOD EXCELLENT<br />

I want to congratulate you on what clearly is a very vibrant and dynamic<br />

community of philanthropic organisations here in <strong>New</strong> <strong>Zealand</strong>.<br />

Tim Brodhead, Social Innovation Generation, Canada<br />

q uality of The<br />

Speakers<br />

56% 32%<br />

GOOD EXCELLENT<br />

Hospitality<br />

33% 62%<br />

GOOD<br />

EXCELLENT<br />

venue<br />

40% 49%<br />

GOOD EXCELLENT<br />

15


Go, be outspoken<br />

Kevin Murphy<br />

Thanks to the Te Rakau Hua O Te Wao Tapu Trust for their wonderful Kapa Haka performance.<br />

See them, HERE<br />

<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong> gratefully acknowledges outstanding support from its lead members:<br />

<strong>Philanthropy</strong> <strong>New</strong> <strong>Zealand</strong><br />

Civic Assurance House<br />

Level 4, 114 Lambton Quay<br />

Wellington 6041<br />

www.giving.org.nz

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