STANDING TALL - Philanthropy€¦ · disadvantaged backgrounds. You can read about Annah’s work on page 10. One of the themes of the Summit is youth and employment; we want to provide

AUCKLAND15–16 April 2015

news No: 64 October 2014, ISSN 1175-9151

The magazine of Philanthropy New Zealand

Philanthropy

A FAMILY TRADITIONJustin Rockefeller on philanthropy and capitalism

UP CLOSE & PERSONALThe rise of roundtable reporting

PHILANTHROPY IN THE RAWAnnah Stretton on business giving

GIVING WELLHow to become a better funder

STANDING TALLBuilding future Maori leaders

From the Chief Executive

Here at the Philanthropy New Zealand office we’re busy tying up the loose ends for our biennial conference, the Philanthropy Summit 2015: The Power of Strategic

Giving, being held at the University of Auckland on 15 & 16 April next year.

We have an exciting programme lined up which will focus on emerging practice both here and overseas, and provide real insights into the strategic, long-term thinking that is helping to reshape philanthropy in the 21st century.

Our international speakers include Justin Rockefeller, a fifth generation member of the Rockefeller family and a New York-based entrepreneur and impact investor. As he explains on page 9, his work is a very modern combination of his famous ancestors’ interests in philanthropy and capitalism.

Justin is one of the new breed of philanthropists familiar to another of our international speakers, Peter Hero, former CEO of the Silicon Valley Community Foundation and a longtime trustee of the Skoll Foundation. He says these 21st century philanthropists are quite happy supporting projects that not only make a difference but also deliver a profit. And as he points out on page 12, this change in donor behaviour means the organisations they fund are also having to change.

I’m looking forward to hearing Dame Anne Salmond talking about the work she is doing to restore a 120 hectare ecosanctuary in Gisborne, and designer Annah Stretton talking about her latest initiative providing mentoring to women from disadvantaged backgrounds. You can read about Annah’s work on page 10.

One of the themes of the Summit is youth and employment; we want to provide attendees with a chance to develop collaborative action plans to help ensure all young New Zealanders get the support and skills they need to help them to find – and keep – meaningful work. The ASB Community Trust’s innovative Maori and Pacific Education Initiative is already leading the way in this field – you can read about one of the MPEI’s success stories on page 6.

If you haven’t already registered, check out the Summit website. Our spring savings rate lasts until the 30 November.

Ka kite ano

Tena koutou

2 Philanthropy New Zealand Toputanga Tuku Aroha o Aotearoa

In this issue…3-5 News & Events The latest news from Philanthropy New Zealand.

6-7 Building Maori leaders An innovative programme in Whangarei funded

by the ASB Community Trust is helping to turn underachieving Maori boys into future leaders.

8 Appetite for change US philanthropic leader Mae Hong says many

funders create difficulties for their grantees by setting unrealistic goals and expectations.

9 A family tradition For New York entrepreneur Justin Rockefeller,

impact investing sits at the intersection of two things his ancestors did well: philanthropy and capitalism.

10-11 Philanthropy in the RAW Designer Annah Stretton is helping to change

the lives of disadvantaged women though her latest initiative RAW (Reclaim Another Woman).

12 The new philanthropists Longtime philanthropic advisor Peter Hero says

21st century donors are a different breed from their predecessors.

13 Up close and personal Roundtable reporting is proving to be quite a hit

with both grantmakers and grantees.

14 The secret philanthropist The late Diana Unwin distributed grants of

around $4 million from a trust she set up in 1992, but she never revealed her identity.

15 The year in review Read about Philanthropy New Zealand’s

highlights from the 2013-2014 financial year.

Cover Image: Boys from the Leadership Academy of A Company at the Allied War Cemetery in Cassino, Italy. The Academy is funded through the ASB Community Trust’s Maori and Pacific Education Initiative.

This magazine is printed on sustainably-sourced paper.

Liz Gibbs

News & Events

No:64 October 2014 3

The Funding Network: Putting the fun into funding

Thanks to all of you who have already registered for the Philanthropy Summit 2015: The Power of Strategic Giving, being held in Auckland on 15 & 16 April next year. The response so far has been fantastic.

Earlybird registration for the Summit has now finished, but you can still get a discount on the cost of registration through the spring saving rate, which runs until 30 November.

We have a great line-up of national and international speakers at the Summit. These include US philanthropic leaders Justin Rockefeller, Peter Hero and Mae Hong – all of whom are featured in this issue of Philanthropy News – as well as eminent New Zealanders Ta Mark Solomon, Dame Anne Salmond and Professor Manuka Henare.

Other speakers include leading New Zealand philanthropists and thinkers such as fashion designer Annah Stretton, journalist Max Rashbrooke, and environmentalist and businessman Rob Fenwick.

The Summit will bring global and local perspectives to philanthropy in Aotearoa/New Zealand and provide opportunities to learn best practice and explore new ways of working.

It will focus on three key issues – income and inequality, youth and employment, and the environment. Delegates will be able to learn about and explore how strategic giving and wise investment in these three areas are making a real difference to the lives of New Zealanders, and can leave a powerful and lasting legacy for future generations.

A unique feature of the Summit is the inclusion of collaboration spaces in our programme. These sessions are for like-minded individuals and organisations to find opportunities to work together in the three key issue areas and to develop action plans for real and lasting impact.

New Zealand’s first live crowdfunding event for charity held in Auckland on 9 September was such a success that The Funding Network (TFN) is now here to stay.

The inaugural TFN event raised $68,000 for four Auckland charities in just 34 minutes – an impressive $2000 a minute.

Philanthropy New Zealand chief executive Liz Gibbs has now joined Hilary Sumpter, CEO of the Auckland Communities Foundation and Nick Edgar, co-founder of TFN New Zealand, to help establish TFN permanently in New Zealand. It’s hoped that two more TFN events will be held in Auckland next year, with a third event possible in either Wellington or Christchurch.

TFN, which is described as a “Dragon’s Den for charities” was launched in London in 2002 by philanthropist and art dealer Fred Mulder. Since then it has spread around the world, with more than 150 TFN events held, 750 charities supported and at least NZ$13 million raised.

Each event involves a group of charities giving a six-minute pitch for their organisation. They then have another six minutes to answer questions, after which the audience is encouraged to pledge money to support their preferred charity.

About 150 people attended the inaugural event in Auckland, with one attendee describing it as a “fantastic, inspirational, results-driven, impactful, feel-good event”. Donations ranged from $100 to $1000. Co-sponsor Macquarie Group Foundation matched a third of the funds pledged on the night.

While he was in New Zealand Fred Mulder also appeared as guest speaker at two Philanthropy New Zealand events for funders held in Auckland and Wellington. He entertained attendees with the story of his journey from Canadian farm boy to high-flying London art dealer, and answered questions about the logistics of TFN, which he said was all about “putting the fun into funding”.

“It’s a way of democratising philanthropy, and bringing new people into the field,” he said. “It also helps give new charities a platform for support.”

Many thanks to our Summit sponsors: AMP Capital, Perpetual Guardian, the University of Auckland, Russell Investments, PIMCO, Direct Capital, BNZ, the Australian Institute of Grants Management and Melville, Jessup, Weaver.

For more information about The Funding Network go to www.thefundingnetwork.org.nz

Philanthropy New Zealand chief executive Liz Gibbs with Fred Mulder at the Wellington Funders’ Network meeting in September.

Save the date – AGMOur annual general meeting is being held in Wellington on Thursday 27 November. The time is yet to be confirmed. We will post the AGM papers to members at the end of October. They will include voting papers for one new board member as Candis Craven is retiring from the board. We’ll be sad to see Candis go but we hope to keep working with her in some way in the future.

Spring savings on the Philanthropy Summit 2015

News & Events


Allan English named Australia’s top philanthropist

New network for environmental funders

Congratulations to Philanthropy Summit 2015 speaker, Queensland entrepreneur and corporate philanthropist Allan English, who was named the 2014 inaugural Philanthropy Leader of the Year by Philanthropy Australia in September.

Allan toured New Zealand in March this year, where he provided some inspiring insights into his personal journey from “success to significance”.

The president of Philanthropy Australia, Alan Schwartz said the awards were created to recognise those who stand at the forefront of innovation in the Australian philanthropic sector.

“Through his entrepreneurial and social leadership of corporate enterprise Silver Chef Ltd, and his creation of the English Family Foundation, Allan English has become an inspiration in the sector and embodies the qualities that define philanthropic excellence including creativity, innovation, commitment and courage,” he said.

Allan English will join Louise Edwards of the Canterbury Community Trust for a workshop at the Philanthropy Summit 2015 called Social Enterprise: A Funder’s Guide to Success.

We have some great speakers lined up for the inaugural meeting of our Environmental Funders’ Network, being held in Auckland on Tuesday 11 November.

They include Ken Wilson, executive director of the Christensen Fund, a US organisation that focuses on biocultural diversity, and Amanda Martin, executive officer of the Australian Environmental Grantmakers’ Network (AEGN).

We have set up this meeting at the request of our members to explore the role of philanthropy in preserving the New Zealand environment and how we can work together to more effectively fund environmental issues.

The goal of the day is to establish the aims and objectives of the Environmental Funders’ Network, and to develop guidelines on how the network should operate.

For more information or to register for this event, visit our website: www.giving.org.nz

For more information visit our website: www.giving.org.nz

As well as talking about his experiences of funding environmental projects, Ken Wilson will talk about his experience with the US-based Environmental Grantmakers’ Association, while Amanda Martin will provide an overview of the work of the AEGN.

Allan English at the launch of Philanthropy New Zealand’s Business Giving Network in Auckland in March.

Participants at the Wellington workshop.

One-day conference for not-for-profit organisations

Governance & Investment workshop proves popular

Next year, for the first time, we are offering not-for-profit organisations the chance to hear some of the international and national speakers taking part in our biennial conference.

This one-day event, which will take place at the University of Auckland on Friday 17 April, will look at how grantmaking is changing in the 21st century and what not-for-profit organisations need to do to attract support from this new generation of donors.

Speakers include Philanthropy Summit 2015 keynote speakers Peter Hero and Mae Hong, as well as representatives from several New Zealand grantmaking organisations.

We had a record turnout at our annual Governance and Investment workshop held in Wellington in August, with 42 trustees and staff taking part in the two-day event.

The governance sessions were once again very ably led by Graham Nahkies of Boardworks International. Speakers from AMP Capital and Russell Investments led the investment workshops, and Jennifer Gill, CEO of the ASB Community Trust, provided a short and interesting overview of philanthropy and grantmaking in New Zealand.

Feedback from the workshops were very positive, with most people saying the sessions were either useful or very useful. Several participants said the investment workshops helped to demystify the subject for them.

“It made me aware of the huge amount of doublespeak gobbledegook in an increasingly complex industry, and the challenge that trustees inexperienced in the investment sector have in getting to grips,” said one.

News & Events


Calendar of events31 October Maori Network (Te Huihuinga-a-iwi) hui,

Wellington

4 November Getting it Right, Right From the Start, Wellington (Please note – this one-day event is for Community members)

11 November Inaugural meeting of the Environmental Funders’ Network, Auckland

12 November Getting it Right, Right From the Start, Auckland (Please note – this one-day event is for Community members)

12 November Supporting Indigenous Diversity: A meeting with Ken Wilson, Auckland

13 November Youth Funders’ Network, Auckland

27 November Annual General Meeting, Wellington

15 & 16 April Philanthropy Summit 2105, University of Auckland

17 April One-day conference for not-for profit organisations, University of Auckland

JR McKenzie Trust wins international award

The International Funders for Indigenous Peoples is a global donor affinity group that works to increase philanthropic investment in indigenous communities around the world by promoting cross-cultural understanding and knowledge sharing, and cultivating relationships among international donors and Indigenous grantseekers. For more information go to: http://www.internationalfunders.org/

Find out more: http://givingtuesday.co.nz

New Zealand joins #GivingTuesday

Philanthropy New Zealand is one of four organisations helping to introduce #GivingTuesday to New Zealand.

#GivingTuesday is an international fundraising event that encourages people to give their time, money or voice to charity on the first Tuesday in December. This year’s GivingTuesday is being held on 2 December 2014.

#GivingTuesday New Zealand is supported by Philanthropy New Zealand, the Fundraising Institute of New Zealand (FINZ), TechSoup and Volunteering New Zealand.

We’re encouraging local charities and not-for-profits to sign up as #GivingTuesday New Zealand partners and join thousands of charities around the world in a global campaign that encourages people to talk about the importance of giving and to find creative new ways to raise funds and help out in their communities.

Congratulations to the JR McKenzie Trust which has received the 2014 IFIP (International Funders for Indigenous Peoples) Award, created to encourage donors to fund indigenous communities worldwide.

This is the first time the IFIP Award has been given to a New Zealand philanthropic trust and one which has appointed Maori to its Board to share in decision making.

Manaia King, chair of Te Kawai Toro, the Trust’s Maori development committee, received the award in New York on 24 September. He says it was an honour to be recognised internationally for the work the Trust has done to provide sustainable support to Maori communities throughout Aotearoa/New Zealand.

“It is exciting to have received this accolade after more than a decade of hard work to refocus and evolve our efforts and ensure Maori self-determined development.”

IFIP described the JR McKenzie Foundation as ‘exemplary’ for incorporating Maori representation on its Board. It was also lauded for funding Maori applicants to become ‘agents of change of their own futures’ thereby ensuring that the organisations and projects they fund have a deep and lasting impact.

The Trust established Te Kawai Toro initiative following a strategic review of its philanthropic practices which found that only 2 to 3% of its funding went to Maori and that there was an under-representation of Maori leadership in its decisions.

Previous winners of the award include Kalliopeia Foundation, The Christensen Fund, The Walter and Duncan Gordon Foundation, The Garfield Foundation, The Myer Foundation, Swift Foundation, and Samdhana Institute of Southeast Asia.

Manaia King of the JR McKenzie Trust (centre) holding the IFIP Award after the ceremony in New York. He is accompanied by (from left) New York-based entertainer Amo (Ngati Koroki-Kahukura), Mereana Selby (CE Te Wananga o Raukawa) Antony Royal (Chair of Te Mana o Kupe Trust) and Rachael Selby (Chair Ngatokowaru Marae and Te Reanga Ipurangi Trust).


An innovative project in Whangarei funded by the ASB Community Trust as part of its Maori and Pacific Education Initiative is helping to turn underachieving Maori boys into future leaders.

Of the first eight boys to graduate from the Leadership Academy of A Company, a residential programme in Whangarei for future Maori leaders, five have gone

onto tertiary study, including three who are now in their second year at the University of Otago. The other three are in fulltime work.

That’s an impressive result in an area where in 2007 81% of Maori boys failed NCEA Level 1 and where a fifth of those aged 15 to 24 are currently not in education, employment or training – the highest rate in the country.

The NCEA results for the younger boys at the Academy – one of six start-up projects funded by the ASB Community Trust in Stage 1 of its $20m Maori and Pacific Education Initiative (MPEI) – are impressive too.

Last year 70% of Year 11 boys at the Academy passed NCEA Level 1, compared with a 43% pass rate for all Maori boys in 2011, and almost 80% of Year 12 boys at the Academy achieved NCEA Level 2, compared with just over half of all Maori boys in 2011.

But according to Moi Becroft, project manager for the

PHILANTHROPY SUMMIT 2015: Youth & Employment

MPEI, which began in 2009 to help improve low Maori and Pacific education achievement in Auckland and Northland, the Academy is about more than academic success.

“For these boys in this community it’s much bigger than NCEA results. Lifting the NCEA results was a given – we expected that. But they are also being trained to be the future leaders of their iwi, which takes a bit more than NCEA results.”

Moi and her team at the ASB Community Trust have been particularly gratified to see the 66 boys who have attended the Academy since it opened in 2010 developing a sense of pride in their Maori identity.

“They’re learning about who they are: their whakapapa; te reo Maori; being able to stand tall on a marae as well as in the western world.”

Ken Tipene, Chief Cadre at the Academy, agrees.“Learning about who they are and where they come from

is a real source of strength for the boys,” he says. “They learn the skills they need to play a leadership role in their whanau, to feel confident about saying a karakia. Some of our more advanced boys can now run a full powhiri.”

Building Maori leaders

Boys from the Leadership Academy of A Company at the Allied War Cemetery in Cassino during a trip to Italy in May 2014 to commemorate the 70th anniversary of the Battle of Monte Cassino.


PHILANTHROPY SUMMIT 2015: Youth & Employment

Ken, who spent 20 years in the army, is well qualified for his role as Chief Cadre. It’s a military term that reflects the fact that the Academy draws its direction and strength from the A Company, 28 (Maori) Battalion.

“The members of the Maori Battalion paid the price for full citizenship for Maori, and we want to honour that legacy. It’s really the glue that holds the Academy together.”

Until this year, boys lived in the Academy during the week and attended local secondary schools. The rest of their time was spent on closely supervised, structured activities such as chores (fatigues), physical training, parades and inspections, as well as field trips, entertainment nights and voluntary work.

However, this year He Puna Marama Trust which runs the Academy set up a new initiative, a co-educational secondary school funded by the Ministry of Education as part of the new “partnership school” (Kura Hourua or charter school) initiative.

At present, 16 of the 20 boys currently attending the Academy are also enrolled at the Kura Hourua; the other four continue to attend local secondary schools.

For the ASB Community Trust, both the Academy and the Kura Hourua are very much the product of a partnership with He Puna Marama Trust.

They are also the product of a completely new way of working. When the ASB Community Trust first decided to commit $20m to the MPEI it held consultation meetings on marae in Northland and Auckland, calling for expressions of interest from local organisations for Stage 1 of the initiative.

“We wanted local communities to come up with their own solutions to low educational achievement,” says Moi.

She and her team worked closely with the short-listed applicants, helping to get six of them to the point where they were ready for funding. Of the six, the Academy received the largest grant: $5m over five years.

“We had never committed that kind of money before, or for any longer than three years. It was a big risk, but a calculated risk – we saw the Academy had the potential to have a huge impact.”

In another departure from previous practice, the ASB Community Trust continued to stay closely involved with all six Stage 1 projects, providing ongoing mentoring and support.

Also new to the MPEI was a major focus on monitoring and evaluation, carried out by the Auckland-based Kinnect Group, to ensure the projects were meeting their goals.

“We did individual evaluation and also high-level evaluation of all six projects. If the monitoring showed we needed to change plans then we were extremely flexible about doing so.”

It’s been a steep learning curve – “Six years ago we weren’t evaluating” – but the evaluation has been vital to the success of Stage 1 of the MPEI. It is continuing now that Stage 2 is underway, providing funding to three existing projects, including Manaiakalani, the digital education programme now running in nine decile 1A schools in the Auckland suburbs of Glen Innes, Pt England and Panmure.

For Ken Tipene of the Leadership Academy of A Company, the partnership with ASB Community Trust has been both easy and productive.

“Without the ASB Community Trust’s support the Academy would never have existed. We see the Kura Hourua as an extension of that support.”

Moi Becroft will lead a workshop on the work of the Maori and Pacific Education Initiative at the Philanthropy Summit 2015. She will be joined by Kate McKegg of the Kinnect Group and a representative from one of the organisations being funded through the initiative.

“They’re learning about who they are: their whakapapa; te reo Maori; being able to

stand tall on a marae as well as in the western world.”

Some of the boys at the Te Hiringa Trust Business awards held in Whangarei in July.

The boys challenge Prince Harry with a haka at the 70th anniversary of the Battle of Monte Cassino.

Two senior cadets carry out history research with Maori Battalion veteran Charlie Petera.

The boys make the most of a recent teacher-only day selling sausages to raise money for gym gear.


Mae Hong has sat on both sides of the grantmaking table so she knows how difficult it can be for not-for-profit organisations to negotiate their way through

the funding process.“I’ve been on the grantseeking side,” says Mae, vice

president of Rockefeller Philanthropy Advisors (RPA), one of the world’s largest philanthropic service organisations. “In fact, I think being a grantseeker should be required training for grantmakers, so they know first-hand what it’s like trying to get funding.”

Her own experience as a grantseeker has been useful when it comes to her job at RPA, where she helps donors in the greater Chicago area develop (or in some cases, reshape) their giving programmes.

And while almost 15 years of sitting on the other side of the grantmaking table, both at RPA and before that at the Field Foundation in Illinois, has helped her appreciate that giving money away well is harder than it seems, she says funders can sometimes be their own worst enemies.

“Funders have developed some bad habits over the decades which mean they aren’t always viewed positively by grantees and the general public,” says Mae. “There are some things they could do differently that would mean they have more impact, and would help counteract those criticisms.”

Among their failings are having unrealistic expectations about what a grant can achieve and placing too many restrictions on how it can be spent.

“A donor might give a gift to a food bank, which is wonderful, but let’s have the right-sized expectation about what it will achieve. The grant might help feed 100 families for a year, but it won’t help to cure hunger.”

Many funders also fail to appreciate how long it can take to achieve real change: “They have unrealistic expectations about the amount of time it takes to actually solve big problems.”

They could lift their game when it comes to customer service, too.

“Funders are often accused of arrogance and insensitivity, and a lack of customer service orientation when it comes to grantees – like not returning phone calls.”

As for the current fixation with their grantees’ overheads, she has this piece of advice to funders: find something else to focus on.

In fact Mae, who is involved with several American philanthropic associations and networks, including Grantmakers for Effective Organizations (where she is vice chair), believes the word “overheads” should be outlawed.

“There’s a small but growing group of us who would like to see it banned and replaced with something like ‘core operating costs’, because calling them overheads is so misleading about how non-profits actually operate. Non-profits need access to things like technology and offices supplies, and they need to be able to hire talent so they can carry out their work.”

However, the very fact that organisations such as RPA not only exist but are thriving shows there is an appetite for change among funders – particularly as philanthropy continues to become more visible thanks to high-profile donors such as Bill and Melinda Gates.

First established in 2002, RPA’s mission is to create thoughtful, effective philanthropy throughout the world. It works with individuals, families, charitable trusts, foundations and donor collaboratives, and over the last 12 years has advised on and managed more than $3 billion in giving in more than 60 countries.

“If you’d told me 15 years ago that organisations like RPA would be doing this I would have wondered how it could possibly be a job, but to my surprise there is a growing interest in it,” says Mae. “There’s a much greater appreciation that philanthropy is becoming a valid and professional field with its own unique skills.”

The title of Mae Hong’s keynote address at the Philanthropy Summit 2015 is It’s a Mad, Mad, Mad, Mad World: Trends in social justice philanthropy. She is also taking a workshop looking at what funders can do to make life easier for their grantees.

Giving money away well is harder than it seems but according to Philanthropy Summit 2015 keynote speaker Mae Hong, some funders make it even harder by setting unrealistic goals and expectations for their grantees.

“Funders have developed some bad habits over the decades which mean

they aren’t always viewed positively by grantees and the general public”

Mae Hong, vice president of Rockefeller Philanthropy Advisors

PHILANTHROPY SUMMIT 2015: Keynote Speaker

Appetite for change


Justin Rockefeller’s keynote address at the Philanthropy Summit 2015 will explore his work as an entrepreneur and impact investor, and how his position as a fifth-generation member of the Rockefeller family has helped him advance this work.

New York entrepreneur and impact investor Justin Rockefeller.

PHILANTHROPY SUMMIT 2015: Keynote Speaker

A family traditionFor New York entrepreneur Justin Rockfeller, impact investing sits at the intersection of two things his ancestors did very well: philanthropy and capitalism.

Justin Rockefeller’s famous forebears might never have heard of the term “impact investing”, but he hopes they would approve of their descendant’s involvement with

this very 21st century form of economic activity. “I like to think they would approve because the ultimate

question isn’t about how much money you give away; it’s about how much positive impact you can catalyse,” says the New York-based entrepreneur and impact investor.

Impact investing – investments made into companies that have measurable social or environmental impact as well as a financial return – sits particularly well with Justin’s generation, the so-called millennial generation.

“Generally speaking, the millennial generation is already aligning their values with the choices they make about things such as what they buy, where they work, and how they spend their time,” he says.

But as he points out, the concept is not entirely new.“The term impact investing is a nascent one, but the idea

behind it – of aligning your values and your investments – goes back a long time. During the 19th century, for example, some people divested from slavery-related companies for religious reasons.”

And in terms of his own family history he sees impact investing as being at the intersection of two activities his predecessors did very well: philanthropy and capitalism.

He’s quick to point out that his personal financial resources are tiny compared with those of oil magnate and philanthropist John D. Rockefeller, which means his personal investing is still relatively modest. But he admits that his lineage has been a real advantage when it comes to having an impact.

“It’s certainly helped open doors. I used to find my surname quite intimidating – it felt like the shoes were too big to fill – but eventually I started seeing it as more inspiring than intimidating. I have no complaints about it now; for every potential con there are at least 999 pros.”

Among the pros are the fact that he has been able to serve as a trustee on the Rockefeller Brothers Fund (RBF), a private family foundation set up in 1940 to help advance social change. The US$860m fund hit the headlines recently when it announced that it was starting a two-step process to divest from investments in fossil fuels, focusing initially on coal and tar sands.

The announcement was seen as newsworthy because the Rockefeller family originally made its fortune from oil. But Justin, who is also a member of the RBF’s investment committee, was one of several trustees pushing for it.

He describes his role in the fund’s move towards sustainable investing as being “an annoying gadfly.”

“I have been able to work with others on the board and the investment committee to ask tough questions, and to think about how we can maximise our impact.”

Among the tougher questions they asked was how having significant investments in fossil fuels reconciled with the fund’s focus on alleviating climate change. And while it received little media coverage, he’s delighted the fund has also decided to invest 10% of its endowment into fund managers that align directly with that part of RBF’s mission.

Justin is also committed to alleviating climate change in his private investing. Among the companies he has invested in is Modern Meadow, a New York-based startup that uses tissue engineering and 3D printing to create synthetic leather and meat.

Early indications are very positive: according to Justin the steak chip made out of printed meat he sampled recently was excellent. That makes him hopeful that Modern Meadow is on the right track to creating real environmental change.

“It will have a huge impact in terms of things such as reducing greenhouse emissions, fertiliser, land devoted to agriculture, and transportation – if it can be scaled successfully. Of course, that’s easier said than done.”


PHILANTHROPY SUMMIT 2015: Corporate Giving

A new initiative providing mentoring to women from disadvantaged backgrounds is changing lives around the country. For the woman who set it up, RAW (Reclaim Another Woman) is the latest chapter in a long history of business giving.

Designer Annah Stretton has always been committed to “fashion from the heart”, but last year the Morrinsville businesswoman took that commitment a step further

when she set up the Stretton Foundation.The purpose of the foundation, she says, was to make it

possible for her to drive her own philanthropic agenda, rather than aligning herself with existing charities as she has in the past.

“I’ve always wanted to pay it forward and there are probably about 30 different charities I’m aligned with at some level. But now, with the foundation, I am also able to drive my own agenda and outcomes.”

For Annah, it was important to find a gap in the philanthropic market; she didn’t want the Stretton Foundation to replicate the work of other charitable organisations.

“I didn’t want to set up another trust working with breast cancer, or another trust working with animals – though I’m happy to support organisations already working in those areas. But, just as you do in business, I wanted to find a point of difference that would allow my foundation to thrive.”

At first she had no idea what that point of difference would be. Then, during a visit to a local Women’s Refuge, she met Krystal, a young single mother who had dropped out of school at 12 and had a history of sleeping rough, taking drugs and prostitution.

But despite her difficult past, Krystal had dreams of a better life. When Annah asked her what she would most like to be, Krystal replied “fashion designer”.

For Annah, it was a breakthrough moment. She decided to work with Krystal to help her achieve her dreams. The pair started meeting regularly and, with Annah’s support, Krystal kicked the drugs and enrolled at Wintec to resume her education.

Their partnership was so successful that Annah realised she had found her point of difference. In March this year the Stretton Foundation launched its first initiative, RAW (Reclaim Another Woman), a unique programme that matches women who want a better life with female mentors who help them get there.

RAW now operates in Hamilton, Christchurch and Tauranga, with more than 80 women being mentored and hundreds more keen to take part.

Annah Stretton (left) with Krystal, the young Waikato woman who helped inspire Annah’s latest philanthropic venture, RAW.

“I wanted to find a point of difference that would allow my foundation to thrive.”

Philanthropy in the RAW


PHILANTHROPY SUMMIT 2015: Corporate Giving

The mentors – who are not paid – come from many different backgrounds. They include policewomen, lawyers, bank managers and businesswoman, but whatever their background they are carefully selected and matched with mentees.

“We have very strict criteria for the mentors. The most important thing is that they must be capable, well-balanced and driven women who can demonstrate to their mentee what total life success looks like.”

Annah is just as structured when it comes to monitoring RAW’s impact. Mentors and mentees provide weekly reports to the RAW office, and Annah is now developing a more advanced evaluation process.

“We need outcomes – I need to know that the women are getting to the goal posts we have set them.”

It’s the kind of business-like approach to philanthropy you might expect from a woman who runs a successful international fashion company. And Annah admits that the benefits of RAW go beyond the positive impact it has on the women involved; it may also build brand and customer loyalty.

“We recently completed a brand survey, where we identified four key reasons why customers buy our products. The fourth reason was the work we do around charity and the community. I would never say that people buy one of my frocks because of my charitable associations, but they certainly feel good about the work we do and they often talk about it with the retail girls instore.”

Her team have also got behind RAW, with her daughter Sam and another team member collaborating over the design of a RAW clothing collection to raise money for the project.

However she stresses that the changes she is seeking through RAW are not related to the performance of her fashion company: “I never brand off the back of RAW.”

And while she’s an enthusiastic supporter of the business giving – “I think it’s important for corporate New Zealand to include philanthropy in their business plan” – Annah warns that it will only work well if it is truly part of the company culture.

“You can’t think that you will elevate your bottom line by supporting charitable causes. You have to have a purity around what you select and how you support them. I have always been a big advocate of the view that, until the work you do is worth more than the money, you will never get the great returns and outcomes. ”

Rebecca Skilton (centre left), Operations Manager for RAW with a group of RAW mentors promoting the programme at the Great New Zealand Food Show in Hamilton in September.

Annah Stretton will join Antony Welton, chair of the Vodafone NZ Foundation, at the Philanthropy Summit 2015 for a workshop on Corporate Philanthropy: The business of giving. They will explore ways that New Zealand corporates and businesses can support the communities they work within and help find solutions to key issues.


They’re young, they’re self-made and they want measurable results as quickly as possible – preferably with some profit thrown into the mix.

According to long-time philanthropic advisor Peter Hero, the 21st century donor is an altogether different beast from their 20th century predecessor, and that difference is starting to change the face of philanthropy.

“Forty years ago half of all the wealth in America was inherited from fortunes that were originally made in industrial revolution industries such as coal, steel, railroads and cars,” says Peter, founder of the US-based Hero Group, a philanthropic global consulting firm.

“Today, 93% of the wealth is the States is self-made and it comes largely from the tech and finance industries.”

Where large family foundations with a venerable history of philanthropy and a willingness to play the long game once dominated the sector, they are being increasingly replaced by young entrepreneurs with little or no experience of philanthropy who want immediate, measurable results.

“They don’t have a great sense of legacy. They want to give their money away in their lifetime and they want to make a difference now.”

Unlike their predecessors, 21st century donors are also comfortable about supporting projects that not only make a difference but also deliver a profit.

“The idea of investing in a company that’s solving an important social need and making a financial return is absolutely seamless,” says Peter.

These changes in donor behaviour mean that not-for-profit organisations are also having to change. The more nimble among them are already doing so, adding profit-making ventures to their mix of activities.

According to Peter, it’s too early to tell how dominant this new focus will become, although he believes that more not-for-profit organisations will start experimenting in the for- profit sphere.

On the other hand, he is hopeful that 21st century donors will come to realise that the for-profit model is not necessarily always best. He is hopeful, too, that they will come to appreciate the often groundbreaking work done by their predecessors.

“The 20th century donors – people like the Rockefellers, the Mellons and the Carnegies – are sometimes pigeon-holed as old and stuffy, but that’s not fair. Unlike some of

The new philanthropistsPHILANTHROPY SUMMIT 2015: Keynote Speaker

21st century donors have a different mindset from their 20th century predecessors, and according to Philanthropy Summit 2015 keynote speaker Peter Hero that means the not-for-profit organisations they fund are also having to change.

their modern counterparts, they didn’t shy away from tackling the really big issues in society, even if they couldn’t always guarantee measurable results.”

And he says that while many 21st century donors see philanthropy as something that they can learn on the job – much as they learned how to run a successful business – they are discovering it’s not as easy as it seems: “Often they don’t know where to begin.”

That’s where old-timers like Peter come in. Following a career in corporate advertising and marketing he became CEO of the Silicon Valley Community in 1989. Over the next 17 years he built the foundation from a small organisation with assets of just $8m to one with assets of $1.3b that awarded more than $3m in grants every week, and worked with 400 families and 25 major technology firms.

In the process, he helped build a culture of philanthropy among the wealthy entrepreneurs living in the Silicon Valley area.

“More important than the dollars in the foundation’s bank was the changing attitude that if you make money you’d be missing something significant if you didn’t give it away.”

Among those Peter worked closely with was former e-Bay president Jeff Skoll, and he has been a trustee of the Skoll Foundation since 1999.

Now, through his work with the Hero Group, he is helping the latest batch of tech billionaires develop giving programmes. And despite the changes in philanthropy over the last few decades, one thing has stayed the same: the importance of finding a cause that speaks to the heart.

“I tell them that they need to think about what they care about and what problems they want to solve. What’s daunting is that sometimes they don’t know.”

The title of Peter Hero’s keynote address at the Philanthropy Summit 2015 is Brave New World: Impact investing & the 21st century donor. Peter is also taking a workshop for community foundations looking at strategies that can help them to grow.

Longtime philanthropic advisor Peter Hero. Photo: Daniel Mendelbaum


Up close and personalPHILANTHROPY SUMMIT 2015: Innovative Practice

Roundtable reporting, where grantees report face-to-face in groups rather than producing written reports, is starting to take off in New Zealand.

Lani Evans is joining Annette Culpan of the Vodafone New Zealand Foundation at the Philanthropy Summit for a workshop on Innovative and Emerging Practices in Philanthropy.

After years spent working in the community sector Lani Evans knows just how time-consuming it can be to produce written grant reports for funders.

“I’ve chewed through immense amounts of time to produce reports that aren’t providing any ongoing benefit and may not even be read,” says Dunedin-based Lani.

So when she became CEO of Thankyou Payroll, a social enterprise that has already funded community organisations in Dunedin and Christchurch and is about to start funding in Wellington, Lani was keen to dispense with paper-based grant reports.

Instead, she and the Thankyou Payroll team decided to hold informal dinner parties where grantees give a brief talk about what they’ve done with their money while enjoying a shared meal.

“We wanted to create a space for people doing work in their community to meet each other and hear about each other’s programmes, and to network and engage.”

The first dinner party, a potluck event held in the Pioneer Hall in the Dunedin suburb of Port Chalmers, was a huge success. About 40 people attended, including representatives from the six local organisations that received grants of up to $1000 from Thankyou Payroll’s first funding round.

“It was lots of fun. We all sat down at a big long table, and we had six presentations of about five minutes each for the six organisations,” says Lani. “It was so lovely and a great celebration.”

There was even a spot of indoor golf courtesy of the Port Chalmers Golf Club, which used its Thankyou Payroll grant to buy special clubs and giant-sized balls to teach golf to children.

Golf wasn’t on the agenda at the Todd Foundation’s recent roundtable meetings in Auckland and Hamilton, Wellington and Christchurch, though the grantees who attended did get morning tea.

Todd first trialled roundtable reporting in Wellington last year and it is now the Foundation’s main form of reporting. About five or six grantees attend each meeting, which are held during the day in a local cafe or similar venue. Each talks for five or six minutes about how their projects are going, and their achievements and challenges; Todd staff take notes for their records, but the grantees do not have to provide any written material.

According to Christina Howard, Todd’s Strategic Advisor – Family and Community, the roundtable meetings may not always save a huge amount of time for grantees (each meeting

lasts about two hours). However, the process has many advantages over written reporting.

“It’s a great way for us to get a lot of information really easily, and if we have questions we can ask them immediately.”

But she says the real benefit of roundtable reporting is that it allows grantees to connect with each other and share information.

“For us the main driver was that we wanted to deepen the relationships between people and find a way of sharing the information we were getting. This has definitely happened. The feedback we’re getting is really positive – people have told us they really appreciate the connection possibilities.”

At Thankyou Payroll, roundtable reporting is the first of several innovative ways the organisation has started engaging with grantees. Their next step is to hand over the actual grantmaking decisions to the grant recipients.

“The way we work is that our trustees do the first funding round in one postcode area, then eight months later those recipients decide who should get the next round of grants in that area,” explains Lani.

“People are very excited about it and I think it will be a great opportunity for them to see what it feels like to be on the other side of the table, and to find out what’s needed to make a decision.”

Thankyou Payroll grant recipients at a shared dinner in Dunedin in September.

“The feedback we’re getting is really positive – people have told

us they really appreciate the connection possibilities.”


The woman behind Mrs Wilf

Copies of Diana Unwin: In Search of Peace, by Mark Beehre, can be downloaded from the Victoria University website: http://bit.ly/1rlyvkc

Generosity

Diana Unwin, who secretly set up the Grace Memorial Trust in 1992.

Many philanthropists like to keep a low profile, but few are as intensely private as the late Diana Unwin, whose identify as the founder of the Wellington-

based G Trust has only been revealed following her death in July this year.

The Trust – which can now be known by its full name, the Grace Memorial Trust – has distributed grants of around $4 million since Diana first set it up in 1992.

However, very few people were aware of the identity of the woman behind the G Trust, who first began her philanthropic career in the 1980s with anonymous cash donations distributed by “Mrs Wilf” (an acronym of the Women’s International League for Peace and Freedom, one of the many organisations Diana supported).

Among the handful who did know was Jennifer Gill, now CEO of the ASB Community Trust, who has been a trustee of the Grace Memorial Trust since 1995. At that time Jennifer was working for the Roy McKenzie Trust and she was able to use her experience as a grantmaker to help Diana focus her giving, mostly in the areas of peace, social justice and anti-violence.

“As far as I know only one or two people ever guessed that Diana was behind the Trust, and she made it very clear that if her name got out she would stop giving,” says Jennifer. “She realised she couldn’t cope with the demands if it became public.”

However, Diana was deeply engaged with the work of the Trust and often referred deserving grantseekers to it for advice – albeit without revealing how she was associated with it.

“She could then indicate to the trustees that she would like to support the applicant, but the recipient did not need to know where the support came from.”

Diana was born in 1923, and according to Diana Unwin:

In Search of Peace, a short biography published by the Trust to mark Diana’s death at the age of 91, she was passionately committed to causes such as international peace, justice and humanitarianism. In 1981 she spent time at the Women’s Peace Camp established to protest at nuclear weapons being sited at Greenham Common in Berkshire, England. She also took part in the Great Peace March for Global Nuclear Disarmament in the United States in 1986.

Despite outward appearances – she appeared a somewhat eccentric figure who was often spotted riding around the Wellington suburb of Newtown on an ancient bicycle – Diana was a relatively wealthy but very frugal woman who used a substantial family inheritance to make a difference to the lives of many New Zealanders.

In her later years she became particularly interested in restorative justice, which culminated in her providing generous funding to help set up the inaugural Chair in Restorative Justice at Victoria University – now renamed the Diana Unwin Chair in Restorative Justice.

Jennifer Gill and her fellow trustees will continue to run the Grace Memorial Trust, although Diana made it clear before she died that she did not necessarily expect the Trust to continue forever.

“The remaining trustees will be free to decide its future. In the meantime, we feel privileged to be able to continue the work of a modest but committed philanthropist.”

The late Diana Unwin is one of New Zealand’s least known philathropists who distributed grants of around $4m without ever revealing her identify.


PHILANTHROPY NEW ZEALAND 2013-14: The year in review

MJ Kaplan at a workshop in Wellington

From the Chair: Kate Frykberg

The last year has been a busy one for Philanthropy New Zealand as we

worked to implement the five strategic priorities we developed in the 2012-2013 financial year.

Our first priority was to en-hance and expand our member-ship package to provide more benefits to members – includ-ing more networking events, more professional development and more opportunities to learn

about best practice both here and overseas. As you can see from the list of highlights below, the staff at

Philanthropy New Zealand worked hard to achieve this. We also developed a wide range of new initiatives. This

required significant financial investment but we are looking forward to reaping the benefits during the 2014-2015 financial year. We will be mailing members a set of the full financial statements with the AGM papers in late October.

I’d like to thank the board members who finished their terms during the 2013-2014 financial year – Mary Dillon and our longest-serving board member Jennifer Gill. We really appreciate your contribution. I’d also like to welcome our newest board member, Sandra Kai Fong – it’s great to have you in the team.

A big thank you, too, to our chief executive Liz Gibbs and the staff at Philanthropy New Zealand; we all appreciate your commitment and dedication.

Finally I’d like to thank you, our members and stakeholders; your commitment to and passion for philanthropy help us to achieve our vision: A thoughtfully generous Aotearoa/ New Zealand.

I am looking forward to working with you again in the year ahead.

International speakersWe ran 18 events with seven international speakers that were attended by 633 people. The speakers ranged from Canadian Liz Weaver talking about collective impact to social enterprise guru MJ Kaplan who ran a series of workshops on how funders can help develop the partnerships needed to build social enterprise in New Zealand.

New funders’ networks We launched two new funders’ networks in Wellington and Auckland. They joined our successful Canterbury Recovery Funders’ Network, which has been running since May 2011. During the 2013-2014 year we held 8 funders’ network meetings.

Community membershipWe launched our new Community membership category for not-for-profit organisations in March 2014. The purpose of this new membership category is to provide opportunities for grantmakers and grantees to build better relationships and understanding.

Philanthropic Advisory ServicesWe launched our Philanthropic Advisory Services in October 2013. Our advisors offer independent, expert advice to help organisations invest more effectively in their communities, and develop giving programmes that achieve greater impact. We delivered contracts to seven organisations, from businesses to crown entities.

Business Giving NetworkWe set up a Business Giving Network in March 2014 to showcase good business philanthropy in action and provide support to corporate members keen to improve their business giving. We are very lucky to have Antony Welton of the Vodafone NZ Foundation chairing this group.

Our highlightsNew relationshipsWe forged closer bonds with key umbrella organisations in the not-for-profit sector, as well as with several government departments, arranging in-house professional development and helping them to revise their philanthropic strategies. We also become one of the specialist advisors working with ASB Community Trust’s recently launched Centre for Social Impact.

ResearchWe released the first national survey of grantmakers, Grantmaking in New Zealand: Giving That Works, in November 2013. It provides a useful snapshot of the state of grantmaking in New Zealand and will help inform discussions about philanthropy in the future.

Member discountsWe negotiated discounts for our members on more than 30 products and services, ranging from accommodation and travel to international publications, office supplies and building supplies.

Feature Interview

2014 Philanthropy New Zealand Board MembersChairperson

Kate Frykberg Thinktank Charitable Trust &

The Todd Foundation

Deputy Chair

Kim McWilliams Auckland Medical Foundation

Members

Annette Culpan Vodafone NZ Foundation

Jennifer Walsh Te Runanga o Ngai Tahu

Candis Craven Cognition Education Trust

Sandra Kai Fong Rotorua Energy Charitable Trust

Rongo Kirkwood Trust Waikato

Jonny Gritt Graphic design by:

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Philanthropy New Zealand is the hub of philanthropy in New Zealand.

Philanthropy New Zealand Toputanga Tuku Aroha o Aotearoa

We provide thought leadership and practical help for everyone with an interest in giving to make the world a better place. Our members include private philanthropists; family, community and corporate foundations; and iwi and community trusts.

We have recently added a new membership category, Community membership, for not-for-profit organisations that deliver services into the community and have an interest in grantmaking.

JOIN NOW To become a Grantmaker or Community member or to find out more go to www.giving.org.nz

STANDING TALL - Philanthropy€¦ · disadvantaged backgrounds. You can read about Annah’s work on page 10. One of the themes of the Summit is youth and employment; we want to provide

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