Philanthropy New Zealand Conference Schema 2013
DRAFT
Day One Wed April 10 2013
8.45 Assemble for Powhiri
9.00
Powhiri – Te Marae
9.45
Morning tea – Oceania
10.1011.15
Opening Plenary
Philanthropy; Doing More Than Giving – “Catalytic and Strategic Philanthropy”
Soundings Theatre
Sir Stephen Tindall, the Tindall Foundation – Thoughtful Giving for a Better New Zealand
Stephen Tindall will talk about The Tindall Foundation’s (TTF’s) approach to thoughtful giving and
the many successes he and his wife Margaret have seen in the 17 years the Foundation has been
supporting New Zealand organisations and initiatives.
He will challenge the notion that Catalytic Philanthropy is the only valid and effective form of giving,
and will discuss TTF’s balanced and strategic approach to philanthropy – one which is focused on
outcomes. TTF’s holistic view uses a number of different philanthropic tools, from traditional charity
to Catalytic Philanthropy, to best match the need and create change. Stephen will outline examples of
where the Catalytic approach has been the very best fit, and the positive outcomes seen as a result.
He will share examples of how collaboration works, the value of leveraging personal and professional relationships to make things happen,
the value of information sharing, research and bringing organisations together, and how capacity building can make a greater impact.
Emily Tow Jackson, the Tow Foundation - The Power of Catalytic Philanthropy
Emily will focus on how funding and participating in advocacy has greatly enhanced the impact of
what a small foundation can accomplish. Specific example will tell the story of what inspired The
Tow Foundation to focus on juvenile justice reform, our strategy, and how we have catalysed
widespread system reform that has delivered substantial results. The goal of the talk is to inspire
the audience to think beyond grants to direct service and move toward leveraging traditional
grantmaking through a focus on public policy reform. Also to demonstrate the unique catalytic role
that a foundation can play as a participant in public/private ventures.
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Concurrent workshops
11.3012.30pm
Treaty Settlements,
Investment and
Grantmaking
Speakers to be
confirmed.
Investing in
Equities
Speakers to be
confirmed.
Leadership and
Governance
workshop
Session
description to be
confirmed.
Mavis Mullens
Creating value-based
businesses for
community dividends
Allan English
Joshua Vial
As lines between business
and not-for-profits
continue to blur, new
leaders and models are
challenging the status quo
and providing
community benefit.
In this session we explore
two key points on this
spectrum – socially
responsible business and
social enterprise.
Entrepreneur turned
philanthropist Allan
English has a vision and a
process to inspire and
inform SME leaders to
give 10% of the pre-tax
profits back to
community organisations.
Social innovation
and enterprise - a
role for
philanthropy
Speakers to be
confirmed.
Unpacking evaluation
to ensure results
orientated, adaptive
learning and decision
making.
How can evaluation be
useful to my
organisation? What’s
the relationship between
evaluation, learning,
results and decision
making? How can
funders support a
culture of strategic
learning and continuous
improvement as well as
a focus on results?
Drawing on pragmatic,
real world examples,
this session will invite
participants to think
about and engage in a
rich discussion about
the implications of
evaluation and
evaluative practice for
learning and decision
making. This workshop
is designed for those
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Enspiral founder Joshua
Vial wants to create
organisations where
social and environmental
objectives are weaved
with core business to help
the bottom line and
deliver sustainable long
term benefits.
12.351.30pm
who are relatively new
to the field of evaluation
in philanthropy and are
keen to ‘unpack
evaluation’.
Lunch (Oceania)
Philanthropy New Zealand AGM
(Icon – 12.45-1.30)
1.35-2.35
Keynote
Che Wilson - Capacity Building from a Maori perspective: He Kawai Toro (JR McKenzie fund)
Albert Ruesga – Building capacity for organisational effectiveness – the New Orleans way
Under the rubric of "More Than Giving," Dr Ruesga will talk on the subject of organisational effectiveness
or capacity building with reference to the findings and recommendations of a soon-to-be-published
"capacity building landscape" project prepared for Grantmakers for Effective Organizations (GEO), which
discusses on-going challenges, new approaches, and new challenges for grantmakers who care about
increasing the effectiveness of NGO work. Albert will talk about his own experience in setting up and/or
strengthening two capacity building programmes and how to gauge NGO capacity and return on
investment and how grantmakers can put a toe in the water without going all in.
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Concurrent Workshops
2.40 –
3.50
Developing
social enterprise
Alex Hannant
Ricky Houghton
Catalysing
systems change
through
collective
impact
Emily Tow
Jackson
Explore the
features of a
Collective
Impact
framework,
with examples
of how this was
used as a tool to
advance
juvenile justice
reform, and the
lessons learned.
Workshop how
to apply a
Collective
Impact Strategy
in your work or
community.
Making a world of
difference and
learning from it
Sum Tran
Annalise Myers
Te Rawhitiroa Bosch
Alex Woodley
Nadine Metzger
A case study of an
evaluation in practice
in Philanthropy. The
Vodafone New
Zealand Foundation
recently undertook a
ten year evaluation
of their World of
Difference
Programme and their
high engagement
approach. In this
session Vodafone
will share their
experience of the
evaluation, alongside
two World of
Difference recipients
and the evaluation
Social Investment: It’s not just a
capital question
Social Media
101
Philanthropic
leadership to solve
the big problems
Kaila Colbin
Liz Gillies
Simon Lewis
Ingrid Burkett
In this session Ingrid will be
reflecting on what has been learnt
about social investment over the
last five years in the Australian
context (and how this relates to
what has been learnt elsewhere
around the world). What is clear
from this context is that growing
social investment is not only about
increasing the supply of capital and
attracting investors. It is also about
taking a closer look at what we’re
wanting to achieve through adding
investment into the capital mix of
non-profits and social
enterprises. Equally important is
understanding what it takes to
ensure that when we develop a
supply of investment capital that
there are actually social entities out
there that are investable and
investment-ready.
Ingrid will argue that making social
Emergent thinking
in philanthropy
requires a new set
of leadership skills
to support the
complexity of social
change and
strategic impact.
Using The Trust
Company, an
Australian Trustee
which distributes
over AU$40 million
income per year
which has recently
merged with the
Guardian Trust in
NZ, as a case
study, this session
will explore the
‘Philanthropist
Leadership Tool
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team from Point
Research.
3.504.15pm
investment work requires a systems
approach and that philanthropists
potentially have critical roles to
play within this system. Using case
studies and drawing on recent
research, Ingrid will explore how
engaging philanthropy in social
investment could be just as
important as attracting investors
but that they may actually have
quite different roles to play over the
lifecycle of social investment
processes.
Kit’ and focus on
the personal
attributes and grant
making practices
that support best
practice.
Afternoon tea
4.15
5.15pm
Keynote
Kevin Murphy – Agitating for change
Tim Brodhead
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5.15pm
Wrap up of Day
6.30 –
8.00pm
Cocktail party
Te Wharewaka
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Day Two – Thursday April 11 2013
Breakfast
7.30
With meetings of special interest and Philanthropy New Zealand network groups.
8.30
Keynote 1
Keynote 2
Soundings
Icon
Bronwen Golder
Jenny Gill will interview
Bronwen on her work in the
Kermadecs with the Pew
Environment Group’s Global
Ocean Legacy Kermadec
initiative and the Sir Peter Blake Trust.
Andrew Hunt - Tyndall investments
Life After QE
As the Federal Reserve and other central
banks find that printing money does not raise
real incomes or generate real wealth, we
consider what policymakers will do next.
How could the various regions of the world extract themselves from the
after-effects of the global financial crisis?
8
9.30
Concurrent Workshops
Extended
Lessons from
disaster
grantmaking /
shaking up the NZ
Philanthropic
Landscape
Albert Ruesga
Annette Culpan
John Harrington
Jamie Cairns
Karyn McLeod
Bede Martin
The earthquakes in
Christchurch have
broken down
assumptions that a
certain level of
predictability and
order exist in our
world. While the
events experienced
have been
devastating, they
present us with an
opportunity to look
at how we can
maximise a
Extended
Youth Pipelines to
Employment
Youth Connections
Trust Waikato
Youth
unemployment is a
growing issue in
New Zealand and
given
unemployment
touches people and
communities in so
many ways there is
a responsibility of
all of us to find
solutions. In this
session you will
hear about a
number of
partnership
initiatives that are
supporting youth
pipelines to
employment across
the country. This
Extended/
combined
Venture
Philanthropy
and Investment
Readiness
Part 1.
Jon Siddall
Sara Bennett
This workshop
focuses on the
emerging field
of venture
philanthropy‘building stronger
social purpose
organisations by
providing both
financial and nonfinancial support
to increase their
societal impact’
(EVPA, 2012). In
the first part of
the session we
will draw on
practical case
studies from the
9.30–
11.00
Concurrent Workshops
Standard
Standard
Standard
Crowdfunding and
Philanthropy
Emerging practices
Case Studies
Helen Baxter
Simon Bowden
Megan Salole
Moi Becroft
Marama Takao
Kate Frykberg
David Todd
Value for Money:
understanding the
impact of our social
investments
Crowdfunding is the
new black, with arts,
design and
community projects
turning to fans and
whanau to fund their
endeavours. How
does crowdfunding
fit into a blended
philanthropy model,
and does it replace
the need for grants?
This interactive
session will cover
how crowdfunders
plan, choose the right
platform, and
prepare social and
media support, with
case studies and tips
Learn from local
grantmakers on their
experiences through
the journey of
changing their
grantmaking
practices, what were
the drivers for
change, the process,
and the outcomes.
The session will
highlight some of the
stories from the PNZ
booklet Emerging
Practices, and
incorporate case
studies of granting to
assist in Maori
development.
John Kotoisuva
Barb Ala’alatoa
Julian King
How do we know if our
social investments are
worth it?
This is one question
that the Kinnect
Group is addressing
for ASB Community
Trust about their
Māori and Pacific
Education Initiative,
so that we can better
understand the value
derived from our
funding of these
innovations.
In this session Julian
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philanthropic
approach to disaster
recovery for the
future. This session
will give an
international
perspective as well
as some local
partnership
initiatives to
assisting
communities under
stress because of a
disaster. It will allow
funders to
understand the
challenges within
such an environment
and what have been
key insights and
learnings that are
worth considering
for future
session will
provide funders
with key insights
into partnership
models and what
has been learnt by
these entities
aiming to address
youth
unemployment
with a facilitated
workshop to
explore
opportunities.
UK, Ireland and
New Zealand to
explore a range
of investment
strategies, the
process for
designing and
implementing
venture
philanthropy
programmes
and typical
investment
lifecycles.
from those that have
run successful
crowdfunding
campaigns.
This session will be
run by Helen Baxter
with Megan Salole
from Action Station
and Simon Bowden
from Boosted joining
the discussion, to
take your questions
and offer their
experience and
guidance.
King will describe
the Kinnect Group’s
approach to
assessing value for
money. Julian will be
joined by two of the
MPEI recipients,
John Kotoisuva and
Barb Ala’alatoa to
talk through this
process.
11.00
Morning tea
10
11.30
11.30
Extended Workshops
Lessons from
disaster
grantmaking
Albert Ruesga
Annette Culpan
John Harrington
Jamie Cairns
Karyn McLeod
Bede Martin
See above for
session description
Youth
Employment
Youth
Connections
Trust Waikato
Venture
Philanthropy and
Investment
Readiness
Part 2.
Jon Siddall
See above for
session
description
This workshop
focuses on the
emerging field of
venture
philanthropy‘building stronger
social purpose
organisations by
providing both
financial and nonfinancial support to
increase their
societal impact’
(EVPA, 2012)
In the second part
of the session we
focus on a key
component of the
venture
philanthropy
Standard Concurrent Workshops
Five thoughts/ideas
to help investors get
a better investment
outcome
Speakers to be
confirmed.
Strategic Impact –
What is it and how
do we measure it?
Liz Gillies
Strategic impact is a
challenge for us all –
what does it look
like?, how do we
measure it? and what
can we do to enhance
it? This interactive
session will present
new thinking in
regard to a strategic
impact framework
for philanthropy and
through faciliatated
dialogue and an
interactive, roll your
sleeves up and think
session will distil the
best of Australian
and New Zealand
insight to explore the
benefits of adopting
a theory of change
approach to your
Youth in
philanthropy
Kevin Murphy
Emily
Heath
Mark Farrar
Globally young
people who care
about their
communities are
increasingly getting
involved in
philanthropy. Some
are forming Youth
Advisory
Committees (aka
Youthbanks) within
their local
communities, coming
together to raise
money, build
endowment funds
and make grants to
local youth projects.
Here in New
Zealand these types
of initiatives have
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approach- due
diligence and
investment
readiness. Here
we concentrate on
the key activities
involved in
identifying,
preparing and
supporting
organisations
during the preinvestment phase.
The workshop will
be led by Jon
Siddall
1.00
–
2.00
grant making
practice.
struggled to become
self-sustaining but
they have helped to
encourage powerful
youth voice on
important issues.
In this session Kevin
Murphy, president
and CEO of Berks
County Community
Foundation will
profile a highly
successful youth
advisory committee
based at his
Foundation and
Mark Farrar, Emily
Bruce and Heath
Hutton will prompt
debate on the way
forward for youth in
philanthropy and
youth voice here in
Aotearoa.
Lunch
12
2.15
–
3.15
pm
Keynote
Allan English - English Family Foundation
‘From success to significance’
Allan will share his journey from entrepreneur to a passionate engaged philanthropist. The journey of
success to significance. The impact of creating a vision to fund 1 million people out of poverty and
inspiring staff engagement . The companies growth from listing on the Australian stock exchange with a
market cap of $13 million in 2005 to a current value of $125 million.
In 2010 Allan transferred 50% of his families shareholding into a foundation to benefit the community.
Ian Narev - Managing Director and Chief Executive Officer, Commonwealth Bank, Australia.
Chairman of Springboard Trust
How can large corporate businesses best partner with not for profits to make a real difference?
3.30
Keynote
4.20
pm
Richard Till
Bev Gatenby
Liz Gibbs
New CEO of Philanthropy New Zealand
Reflections on the Conference
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4.20
4.30
Poroporaki and closing
Conference Streams
1
Investment
Is investing only about economic returns? What about the potential for social return on investments? Explore some ideas around investing in the
current climate, how Maori are investing settlement funds and current influences on investment decisions.
2
Leadership and Governance
Ensuring we develop our leadership and governance capabilities in philanthropy is critical for ensuring we deliver effective and innovative
organisations and make wise investment decisions. This stream will offer insights from leaders inspiring us to reflect on our leadership and
governance approaches and challenge us to continue to grow our thinking and practice.
3
Creative Philanthropy
Philanthropists are not custodians of the status quo, and in their mission to drive social and cultural development they need to experiment with
new ways to tackle old issues. In the Creative Philanthropy stream, innovative sector leaders showcase a selection of these new and exciting
philanthropic approaches.
4.
Collaborative Partnerships
Sessions focus on how grantmakers can best partner with other funders, grantees, government, business to solve problems and grow impact; eg:
collaborative impact, collaborative problem solving, business, trusts and govts working together, sharing community stories, funder
collaboration and economic issues – input on communities of decreased funding.
5.
Learning and evaluation
Sessions focus on evaluation, knowledge management and other tools and processes that support organizational learning for improved results
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and greater impact.
6.
Effective Grantmaking
From ideas to action; sessions explore a number of different grantmaking models, looking for methods of grantmaking that will best help each
funder achieve their mission and transform lives.
7.
Maori and Philanthropy
Across the Conference programme there will be examples of funders working collaboratively to promote, facilitate and support learning about
giving into and from Te Ao Maori.
8.
Canterbury Recovery.
Given the unplanned and unique events in Christchurch over the last two years we want to reflect on some of the amazing opportunities that
have emerged and the way funders and services have responded. This stream will provide an opportunity for demonstrating the innovation
and challenges that have emerged in post-quake days.
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