philanthropyOz Blog

PAF Governance Workshop Announced for Brisbane

We have announced a new date in Brisbane for the Private Ancillary Fund (PAF) Governance Workshops, run by Philanthropy Australia’s Treasurer, David Ward:

Brisbane: Thursday 22 April 2010, 9:30am - 12:30pm

For more information, booking forms and to register your interest, please visit the PAF Governance Workshops page.

PAF Governance Workshop Announced for Adelaide

We have announced a new date in Adelaide for the Private Ancillary Fund (PAF) Governance Workshops, run by Philanthropy Australia’s Treasurer, David Ward:

Adelaide: Tuesday 23 March 2010, 9:30am - 12:30pm

For more information, booking forms and to register your interest, please visit the PAF Governance Workshops page.

New 2010 Governance Seminar Dates Announced

We have also finalised new dates in early 2010  for the Understanding the Governance of Charitable Foundations Seminars, also run by Philanthropy Australia’s Treasurer, David Ward:

• Sydney: Tuesday 16 March 2010, 9:30am - 12:30pm

• Melbourne: Thursday 18 March 2010, 9:30am - 12:30pm

This seminar covers broader trustee issues and governance, though does touch on new Private Ancillary Fund (PAF) guidelines.

For PAF-focussed governance, we suggest registering for the PAF Governance Workshop instead.

For more information, booking forms and to register your interest, please visit the Understanding the Governance of Charitable Foundations Seminars page.

New 2010 PAF Governance Workshop Dates Announced

New dates for early 2010 have been finalised for the Private Ancillary Fund (PAF) Governance Workshops, run by Philanthropy Australia’s Treasurer, David Ward:

• Sydney: Wednesday 10 February 2010, 9:30am - 12:30pm

• Melbourne: Thursday 11 February 2010, 9:30am - 12:30pm

For more information, booking forms and to register your interest, please visit the PAF Governance Workshops page.

New 2010 Grantseeker Workshop Dates Announced

We have finalised Grantseeker Workshop dates for the beginning of 2010, including one to be held in Adelaide:

• Melbourne: Wednesday 10 February 2010, 9:30am - 12:30pm
• Adelaide: Thursday 18 February 2010, 2:00pm - 5:00pm
• Sydney: Thursday 18 March 2010, 9:30am - 12:30pm
• Melbourne: Tuesday 13 April 2010, 9:30am - 12:30pm

For more information and booking forms please see the Grantseeker Workshops page.

New PAFs Trustee Handbook launched

With the commencement of the new regulatory regime governing Private Ancillary Funds (PAFs) effective 1 October 2009, Philanthropy Australia has created a booklet which will serve as a handbook for all PAFs.

Announced by the Assistant Treasurer, Senator the Hon. Nick Sherry, the Private Ancillary Funds Trustee Handbook was well received at its launch on 10 November in Melbourne.

• Download the Private Ancillary Funds Trustee Handbook (PDF)

• Download the official media release (PDF)

• Read the Assistant Treasurer, Senator the Hon. Nick Sherry’s speech from the launch

• Download author David Ward’s speech from the launch (PDF)

• See details on the new PAF Governance Workshops coming up in November

• More details available on the PhilanthropyWiki

Grantseeker Workshops

We have updated our Grantseeker Workshops calendar, with monthly dates from July to October this year:

Thursday 23 July, 9:30 - 12:30, Melbourne
Wednesday 26 August, 9:30 - 12:30, Sydney
Wednesday 23 September, 9:30 - 12:30, Melbourne
Thursday 29 October, 9:30 - 12:30, Sydney

Dates for Brisbane are yet to be finalised.

For more information and booking forms, visit the Grantseeker Workshops page.

Trustee Workshop is now The Governance of Charitable Foundations Seminar

To reduce the confusion over the Trustee Workshop, we have renamed it to The Governance of Charitable Foundations Seminar.

We were finding that although the target workshop audience were interested in Governance matters, there was the impression these workshops were for Trustees only. We have not reduced the focus on Trustees role and duties, though we hope to encourage a wider audience within trusts and foundations to these seminars, including Trustees themselves. All materials (the Trustee Handbook),  speakers and content remain the same as previously.

If you are interested in attending, please take a look at the Governance of Charitable Foundations Seminar page.

If you have already registered for a coming Trustee Workshop, your registration is still valid and you will receive further information on the name change.

If you have any questions regarding the seminar, please feel free to call us on 03 9620 0200 or email workshops@philanthropy.org.au.

Trustee Workshop 17 June (Melbourne)

If you are a staff member or trustee of a philanthropic trust, perhaps you’ve come across some of these questions. Can you answer them all?

* How can I be told that some organisations with both DGR and TCC are not eligible for grants from my PPF?
* What is wrong in having a grant condition stating that if money isn’t fully spent on this project the organisation must give the remainder back?
* Why cannot my foundation support good small TCC Charities that desperately need help?
* Why can’t I give money to State schools using my PPF?

If you don’t know the answers, the Trustee Workshop will help.

Presented by David Ward, author of the Trustee Handbook, this workship explores issues and considerations for charitable trusts and foundations in Australia. Topics to be covered include the structure of charitable trusts, governance and the role trustees play; what trustees must do and what trustees should consider doing; and governance failure.

This workshop is an ideal base for new trustees and foundation staff; useful to those providing advice on setting up foundations and trusts; and an excellent reference document and aide-memoire to those already familiar with its subject. This workshop also provides an opportunity for those with significant interaction with foundations and trusts to understand the responsibilities and issues considered by Trustees.

Only $385.00 for Members of Philanthropy Australia, and $605.00 per attendee for non-members, this workshop is presented by David Ward, Treasurer of Philanthropy Australia and author of the Trustee Handbook. David is a Director of ANZ Trustees and ShareGift Australia and is Trustee Representative on several charitable trusts including the Hugh DT Williamson Foundation, the Alexander Miller Estate and the Alexander Wright Wales Trust.

See our Trustee Workshop page for details and to book your place!

Trustee Workshop 15 May (Sydney)

Perhaps you’ve come across some of these questions in relation to your foundation. Can you answer them all?

• How can I be told that some organisations with both DGR and TCC are not eligible for grants from my PPF?
• What is wrong in having a grant condition stating that if money isn’t fully spent on this project the organisation must give the remainder back?
• Why cannot my foundation support good small TCC Charities that desperately need help?
• Why can this foundation only distribute in Victoria when others can fund deserving projects in the Northern Territory?

If you don’t know the answers, the Trustee Workshop will help.

Presented by David Ward, author of the Trustee Handbook, this workship explores issues and considerations for charitable trusts and foundations in Australia. Topics to be covered include the structure of charitable trusts, governance and the role trustees play; what trustees must do and what trustees should consider doing; and governance failure.

This workshop is an ideal base for new trustees and foundation staff; useful to those providing advice on setting up foundations and trusts; and an excellent reference document and aide-memoire to those already familiar with its subject. This workshop also provides an opportunity for those with significant interaction with foundations and trusts to understand the responsibilities and issues considered by Trustees.

Only $385.00 for Members of Philanthropy Australia, and $605.00 per attendee for non-members, this workshop is presented by David Ward, Treasurer of Philanthropy Australia and author of the Trustee Handbook. David is a Director of ANZ Trustees and ShareGift Australia and is Trustee Representative on several charitable trusts including the Hugh DT Williamson Foundation, the Alexander Miller Estate and the Alexander Wright Wales Trust.

See our Trustee Workshop page for details and to book your place!