Philanthropy Summit 2017 Innovate for Impact...Philanthropy Summit 2017 Report – Page 3 Some key...

Philanthropy Summit 2017 Report –

Philanthropy Summit 2017Innovate for Impact

10–12 May, Te Papa, Wellington

Report June 2017: Voices from philanthropy … actions for our future


May 10-12, 2017 saw over 500 philanthropists, grantmakers and representatives from allied organisations gather in Wellington for New Zealand’s Philanthropy Summit. Hosted by Philanthropy New Zealand, the Summit offered 115 international and local speakers across 40 keynotes, panels and breakouts on the theme Innovate for Impact.

Our collective love for humanity, our belief in the power of thoughtful generosity and our desire to make the world a better place was the fire at the heart of every conversation. These profound values informed our work on diverse topics: from new ways of delivering social good through impact investing; creating more transparent and accountable grantmaking; grappling with the challenges of diversity, participation and wicked problems; or celebrating our successes and leaders.

This report captures some of the themes and energy from the Summit. Most importantly, it outlines some of the actions and options for the sector to work on over the next couple of years. Philanthropy New Zealand wants the Summit to be much more than something that happens once every two years. We want the collective action and conversations to continue as we all work together to inspire more philanthropy, support better philanthropy and build a stronger sector.

Thank you for your contribution to the success of the Summit.

Tony Paine Sandra Kai FongCEO Chair Philanthropy New Zealand Philanthropy New Zealand

attendees and local speakers and breakouts

IntroductionImage: Philanthropy New Zealand Kaumātua Pekaira Rei, Rongomaraeroa marae, Te Papa

500 115 international 40 keynotes, panels


Some key messages, questions to think about and takeaways…Corporate giving is getting stronger in New Zealand with a wide variety of approaches. There is the ‘built in’ philanthropy of Simplicity, the formal foundations like Vodafone and Spark, and insurers IAG who focus on vulnerable customers and community resilience. However, compared with Australia, rates of giving are low and offer room for growth. James Walker (Countdown) challenged the business sector to turn around the recent drop in business giving, “supporting communities is both the right thing to do and good for building brand and motivating staff.”

Katy Love from Wikimedia Foundation shared her experience of participatory grantmaking and “radical transparency”, and challenged us to be more open and inclusive in our grantmaking. Katy reminded us of the relevance of “nothing about us without us”—a slogan from self-advocates in the disability sector. The conversation continued with Akaya Windwood from the Rockwood Leadership Institute asking how do we address power dynamics in philanthropy. Reflecting that communities can make change without philanthropy, but philanthropy needs to have someone to give to in order to contribute to change. Why then, do the power dynamics go the way they do? Danny Sriskandarajah from CIVICUS suggested we are too “transactional”, “do we want too much control or credit?”

Akaya Windwood: “Build authentic relationships with your grant recipients. Trust them, celebrate them.”

The question of trust goes both ways, and leads to questions about our accountability to the organisations and communities we give money to? How transparent does philanthropy and grantmaking need to be?

Akaya Windwood: “How we do the work is just as important as the work we do.”

Katy Love: “Communities increasingly demand transparency, let’s be ready to meet these demands.”

Rachel English: “We are accountable to the communities we want to support.”

This inspiring conversation has seen a group of NZ philanthropists working on a new transparency framework for the sector. (See Where to from here? section, page 9)

Themes and takeawaysImage: Katy Love, Wikimedia Foundation


The importance of diversity featured in many discussions. Allan English from the English Family Foundation called for more youth voices in the sector: “They have great bullsh*t filters!” In a similar vein, Judge Andrew Becroft reminded us of the joys and benefits of listening to children’s voices.

Questions were raised about our governance—do we look like the communities we seek to serve?

Danny Sriskandarajah: “Are our boards as diverse as they should be? Are your practices as diverse or inclusive as they could be? We fund for results, we fund for impact, but we haven’t funded for diversity.”

In a continuation of some of the themes from the International Funders for Indigenous Peoples (IFIP) hui earlier in the week, Donna Flavell from Waikato-Tainui shared her iwi’s journey in their mission Kia tupu, kia hua, kia puawai – to grow, to prosper, to flourish, asking “what does self-determination and transformation look like in Māori communities?”

Donna Flavell: “Change is best made when the people themselves take the initiative.”

Another call to action in the drive for diversity was Jane Sloane from the Asia Foundation and Dena Jackson from Dallas Women’s Foundation, saying, “It’s time for a women’s foundation in New Zealand”.

Discussions on environment also put people at the centre and identified the importance of connecting people to the planet. These offered valuable points around the importance of developing programmes that connect people’s needs with the environment, such as food—when people have the experience and knowledge of where their food comes from, it connects them to their land and broadens understanding of environmental issues. There was also the call for younger generations to be at the planning table as they will be carrying these strategies into the future.

Movements change the world, and conversations around funding change and movements offered a rich discussion for those in our sector seeking to be involved in transformational change. New Zealand’s citizen-powered group, ActionStation was applauded as a wave of the people.

Danny Sriskandarajah noted the anxiety grantmakers felt about the prospect of funding beyond structures they were familiar with: “We’re good at finding those who can do fantastic accounts, but we’re not particularly good at finding movements and others who are deeply accountable to the communities they claim to be serving. I think there’s an urgent challenge among any enlightened donors, private and public, to come up with new mechanisms to do that. If we don’t, we risk funding an important but ultimately insufficient part of civil society.”

Mark Randazzo: “If you are not on the edge you are in the way!”

Themes and takeaways continued…

@SocialImpactNZ “Instead of asking children “what do you want to be when you grow up?” ask “what is the world you want to create?” @fya_org #PNZSUMMIT2017”

Gerardine Clifford: @DawgieGee If you’re not around the decision making table, you’re probably on the menu. Quote of the week thanks @TCCNativeland #PNZSUMMIT2017

Image: Danny Sriskandarajah, CIVICUS (left). Allan English, English Family Foundation


The discussions around funding movements highlighted questions around what philanthropy’s role is in speaking out and advocacy. Danny asked about our role in defending civic space and freedoms in the face of global forces actively shutting this down in over 100 countries.

“Philanthropists cannot afford to sit back and say ‘that’s their problem over there’. The moment we start to do that is the moment we start to lose civic space.”

Along with supporting movements, an improvement on sharing our successes was called for. Can we get better at telling our stories? Stories of successful philanthropy and grantmaking and our contribution to New Zealand communities will inspire others.

Hon. Alfred Ngaro, Minister for the Community and Voluntary Sector: “fund inspiration”

It was positive to hear more stories about impact investment, and explore opportunities beyond responsible investment to actively supporting bankable organisations and looking to organisations creating social good. Discussions led to a suggested new impact investing forum for NZ, including philanthropics who wanted to use their investing power as well as grantmaking to support our communities.

John McCarthy: “Another way to unlock the power of philanthropy’s balance sheets.”

Akaya Windwood: “It makes sense to invest in your mission.”

A vision for philanthropy and grantmaking in Aotearoa New Zealand

@RataFoundation “We invest in our communities with love and courage, and listen with humility. Part of our vision for Aotearoa @AkayaWindwood #PNZSUMMIT2017”

Written by the grants staff of the Combined Community Trusts on Wednesday 10 May 2017, at a workshop with Akaya Windwood – DREAM BIG, our future for Aotearoa 2040, and presented to the Summit during Akaya’s keynote.

Themes and takeaways continued…Image: Minister for the Community and Voluntary Sector, Hon. Alfred Ngaro (left) Akaya Windwood, Rockwood Leadership Institute

Image: Rongo Kirkwood, Trust Waikato and Kate Hiatt, Wellington Community Trust

“New Zealand is a place where we can feed our whānau from the whenua, the awa and the moana. Our babies’ first breaths are filled with the love of their families and communities. We invest with love and courage, and listen with humility. Our place has clean air, clean water and fertile land that nurtures us. We are connected to each other by a sense of belonging to the land and to each other. We create no boundaries and we dream big! Our Aotearoa is green, blue and flourishing. We look forward with love as we leave our whenua as we found it. We dream for ourselves with our whenua and our communities to make our world a better place for all future generations. And so it is.”


A key theme discussed across the Summit was childhood poverty in New Zealand. It was explored in a compelling session from Children’s Commissioner Judge Andrew Becroft, founder of The Henwood Trust Judge Carolyn Henwood and Iwi leader Rangimarie Naida Glavish. Their presentation was echoed in the Vodafone NZ Foundation’s new strategy, and in the comments of a number of keynote speakers and participants.

Judge Becroft set the scene with a powerful overview of the data that shows how many Kiwi kids are living in poverty and the downstream impact this has on health, education, justice and wellbeing.

Andrew’s presentation set out the stark reality for 295,000 children, the unevenness of who those children are and most particularly the 90,000 children living in very low income households and experiencing high levels of material hardship. He reminded us of the Government’s commitments to the United Nation’s Sustainable Development Goal of halving the number of people living in poverty by 2030.

These data present philanthropy and grantmaking with profound challenges. One foundation meeting this challenge face-on is the Vodafone NZ Foundation, who took the opportunity to launch their new 10-year strategy at the Summit. At the launch, Vodafone called these levels of disadvantage unacceptable and presented a strategy with the aim of halving the number of children and young people who fall into high risk categories by 2027. Vodafone know that no single organisation can achieve this magnitude of change working alone. They invited other philanthropics, community, government, Iwi and businesses to come together and bring their unique resources to the table.

Rangimarie Naida Glavish: “Save the mothers to save the children.”

Allan English: “Philanthropy supporting mothers: you get to raise two generations.”

Childhood Poverty

@JustSpeakNZ “Andrew Becroft @OCCNZ says our vision for children has stalled. Challenge to #PNZSummit2017 to make transformative change”

Image: Rangimarie Naida Glavish, Judge Carolyn Henwood, Children’s Commissioner Judge Andrew Becroft and Dai Henwood


Another response that extends beyond philanthropy into the possibility of a nation-building project of great significance was the Henwood Trust’s Covenant for our Nation’s Children.

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Philanthropy New Zealand Awards

On the evening of Thursday 11 May, at the AMP Capital cocktail party, we were delighted to announce the winners of the inaugural Philanthropy New Zealand Awards. As a sector we don’t often get the opportunity to celebrate the achievements of the people and projects involved. It is heartening to be reminded of the positive impact that grantmakers and philanthropists have on the communities we live in.


AMP Capital People’s Choice Award recognises a New Zealand individual and a project they have led that has achieved positive change with the support of philanthropic funding.

Springboard Community Works, Founder and CEO Gary Diprose.

Funded by the Vodafone NZ Foundation.

Since 2002, Snells Beach-based Springboard Community Works has been empowering marginalised young people and their families with life changing principles, skills and mentors to facilitate personal transformation and connection with community.

Philanthropy New Zealand Emerging Individual Award recognises those who are in the early stages of their role within the philanthropic sector.

Lani Evans

Lani Evans is Manager of the Vodafone New Zealand Foundation. She has worked in philanthropic and volunteer roles since the early 2000s and demonstrates a passion for youth development and innovation in philanthropy.

Perpetual Guardian Lifetime Achievement in Philanthropy Award recognises individuals who have made a significant contribution to the philanthropic sector with lasting impact.

Jennifer Gill

Jennifer Gill (ONZM) has been Chief Executive Officer of Foundation North since 2004, New Zealand’s largest philanthropic trust and the largest grantmaking foundation in Australasia with an annual grants programme of $40-$45 million. For her services to the philanthropic sector, Jennifer was made one of the first Life Members of Philanthropy New Zealand and an Officer of the New Zealand Order of Merit in the 2017 New Year’s Honours.

The awards and winners

Image: winning smiles, Lani Evans, Gary Diprose and Jennifer Gill



Where to from here?

Keeping the Summit momentum going > Philanthropy New Zealand will be working with young people in the sector by creating a youth advisory committee to increase youth engagement and input in philanthropy.

> In response to calls for a women’s foundation, PNZ is delighted to be able to support Dellwyn Stuart at Auckland Foundation who is leading this project.

> The proposed impact investment forum has its first meeting in July. Work will include developing a strong relationship with the new Impact Investment Forum in Australia. Contact PNZ if you want to be involved.

> Leaders in the sector, including Lani Evans and Kate Frykberg, are working with others in NZ and internationally to complete the draft Transparency Framework that was workshopped at the Summit. PNZ looks forward to helping circulate and promote this when finalised.

> PNZ will be including a focus within our Family Philanthropy Network to support early donors and small family foundations.

> The Business Giving Network will continue to share successful models, including hosting events for businesses giving and considering corporate philanthropy. Inspiring more businesses to contribute to communities will remain a key objective. PNZ will continue to support the Business Giving Network and encourage more companies involved in corporate philanthropy to get onboard.

> PNZ will be working across the sector to help collect and disseminate better data and stories including quantifying the financial contribution of philanthropy and grantmaking to specific regions, communities and sectors.

> PNZ has agreed to help with the rollout of the Covenant for our Nation’s Children and to work in support of the Vodafone NZ Foundation’s goal to significantly reduce the number of at-risk children in our communities by 2027.

We encourage you to let us know what you are doing in response to your experiences at the Summit, and we’ll share that across the sector.

Image: Mark Randazzo, EDGE Funders Alliance



Building a stronger sector

Philanthropy New Zealand strategy moving forward

Philanthropy New Zealand will be focussing on impact over the next few years. We understand the power of philanthropy and grantmaking to change lives and strengthen communities. This positive impact can be increased by inspiring more philanthropy, supporting better philanthropy and developing a stronger sector.

This will see PNZ grow our contribution to sharing stories; examples of successful philanthropy shared within the sector help build strength and innovation. Stories shared with the community inspire more philanthropy and create a supportive environment for existing giving.

PNZ will continue to focus on providing and facilitating professional services, networks, communities of practice and events for philanthropics and grantmakers including professional development, consultancy, information about best practice innovation and tools.

At the Summit, CE Tony Paine suggested that PNZ’s work helping build a strong philanthropic sector would focus on:

Impact

Building a Stronger

Sector

Inspiring More

Philanthropy

Supporting Better

Philanthropy

Image: Pōwhiri, Rongomaraeroa marae, Te Papa

> our relationship with Government

> driving innovation and scaling-up successful projects

> gathering and sharing data about our contribution to regions and sectors

> celebrating our successes

> assessing impact

> collaborating to help solve ‘wicked’ problems like child poverty and climate change


Summary of feedback

The #PNZSummit2017 was trending on Twitter by mid-morning Day One and was the number one trending hashtag until the end of Day Two. Here’s just a few of the more than 500 tweets shared during the Summit.

@katemboat “Powerful korero from Judge Andrew Becroft, Judge Caroline Henwood & Rangimarie Naida Glavish on the covenant of our children”

@eloquentsonia “Danny from @CIVICUSalliance dreams that the 21st C is the time of the citizen. We need to create a more fluid democracy”

@JustSpeakNZ “Naida Glavish – ‘Our people get used 2being the statistics &not the celebration. We’ve come2far not 2go further’.”

@Akayawindwood “@civicusSG Danny Sriskandarajah “We love our forms in philanthropy!” Let’s simplify grantmaking processes.”

@RobbyHickman “Exhausted and exhilarated by #PNZSUMMIT2017 – a reminder of the issues NZ faces – and the goodwill and good skills we have available.”

“The summit was presented wonderfully – so professional. Thank you so much for another well run event.”

“All around great and inspiring event.”

“Overall, a really good conference. Will definitely attend again.”

Feedback

“A great mix of local and international speakers.”

“Be good to have more local keynotes.”

90% of attendees rated the Summit as good, great or excellent

92% of attendees would recommend the Summit to colleagues and friends

87% of attendees rated the Summit content as good, great or excellent

99% of attendees would attend another Philanthropy New Zealand event

Attendance:What attendees said:

Community Trusts and statutory trusts 30% Corporates 17% Family trusts and individual philanthropists 15% Government 11% Not-for-profits 10% Community foundations, other donor advised funds 7% Internationals 7% Iwi 3%

Thank you

PNZ board: Sandra Kai Fong, Terri Eggleton, Jenn Walsh, Rongo Kirkwood, Murray Jones, Ken Whitney, Barry Baker, Annette Culpan

Kaumātua: Pekaira Rei and Alex Watson

PNZ Māori Advisory Committee: Rongo Kirkwood, Cyril Howard, Marama Takao, Steve Merito, Jenn Walsh, Seumas Fantham, Pekaira Rei

Consultants: Lani Evans, Kate Frykberg, Māori Advisory Committee, Mark Bentley, Liz Gibbs

Keynote speakers: Katy Love, Donna Flavell, Allan English, Rachel English, Mark Randazzo, Akaya Windwood, Danny Sriskandarajah, Judge Carolyn Henwood, Judge Andrew Becroft, Rangimarie Naida Glavish, Dai Henwood, Antony Welton, Michael Brick, James Walker, MC: John Prendergast

Breakout speakers: Adrian Wimmers, Alex Hannant, Anake Goodall, Belinda Gorman, Bill Kermode, Brayden Smith, Bryce Davis, Caren Rangi, Chloe Harwood, Christina Howard, Cyril Howard, Dave Moskovitz, Dave Richards, Dena Jackson, Dierdre Otene, Ed Montague, Eileen Kelly, Fiona Cram, Garth Nowland Foreman, Gemma Slack, Genevieve Timmons, Genevieve Northey, George Thomson, Guy Fisher, Iain Hines, James Mansell, James Walker, Jan Owen, Jane Sloane, Jennifer Gill, Jim Matheson, Jo Garner, John McCarthy, Julia Whaipooti, Kat Dawnier, Kate Cherrington, Kate Frykberg, Kate Tindall-Lum, Katie Bruce, Dhananjayan Sriskandarajah, Akaya Windwood, Allan English, Rachel English, Katy Love, Judge Andrew Becroft, Dr Ian Woods, Kevin Prime, Kim Wright, Kiran Patel, Lani Evans, Lillian Grace, Lindsay

Brand Guidelines – March 2015

Cumberpatch, Liz Tindall, Louise Marra, Louise Parkin, Lourdes Inga, Lyn Lim, Lynne Le Gros, Manaia King, Marianne Elliot, Mark Bentley, Matthew McLenaghan, Melissa Nelson, Michael Looker, Nadine Metzger, Nichole Hoeflich, Pat Shepherd, Professor Manuka Henare, Raewyn Jones, Russell Garrett, Sam Morgan, Sam Stubbs, Sara Bennett, Sarah Davies, Shannon Toriki, Shay Wright, Scott Gilmour, Travis O’Keefe, Rebekah Swan, Simon Wakeman

Facilitators: Adrian Field, Alice Montague, Annette Culpan, Eileen Kelly, Caren Rangi, Gerardine Clifford-Lidstone, Garth Nowland-Foreman, Genevieve Northey, Genevieve Timmons, Jenn Chowaniec, Kate Frykberg, Katie Bruce, Kim Wright, Kiran Patel, Lani Evans, Liz Gibbs, Marianne Elliot, Michelle Wanwimolruk, Rongo Kirkwood, Shay Wright, Sandra Kai Fong, Tony Paine

Sponsors: AMP Capital, Perpetual Guardian, JB Were, Australian Institute of Grants Management, Aon Hewitt, Russell Investments, Strategic Grants, PIMCO Australia Pty LTD, Victoria University, Blackbaud Pacific Pty LTD, Mercer (N.Z.) Limited NZX Limited - Smartshares LTD, Harbour Asset Management, Periscope

Grants: Grace Memorial Trust, Trust Waikato, J R McKenzie Trust

In-Kind Sponsors: Spark, Wellington City Council, Sharp, GEO, Vodafone NZ Limited, Office Max, University of Auckland, Foundation North, Ngāi Tahu

Photographers: Elias Rodriguez, Mark Tantrum and Ben Lawrence

Special thanks to Vidcom and Te Papa

Image: Dai Henwood, Henwood Family Trust

Philanthropy Summit 2017 Innovate for Impact...Philanthropy Summit 2017 Report – Page 3 Some key...

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