Overview
On behalf of Philanthropy Australia’s Family Foundations Peer Network Co-chairs Emily Albert and Nicole Engelman, we are delighted to invite you to our first Family Foundations Peer Network session for 2024.
This session will cover how family foundations can collaborate – whether that is amongst themselves as funders or how they can support their partners and non-profits to collaborate.
Join us as we explore the nuances of collaborative efforts in the realm of Family Foundations. Gain insights into strategies and best practice examples that facilitate effective partnerships.
When
Wednesday 27 March 2024
12.00pm - 1.30pm AEDT (ACT, NSW, VIC)
11:30am – 1:00pm ACDT (SA)
11.00am – 12:30pm AEST (QLD)
9.00am – 10:30am AWST (WA)
Location
The Zoom link will be shared closer to the event.
Speakers
Rachel Ball | CEO Reichstein Foundation
Rachel will share how collaboration became a core value of the Reichstein Foundation, and its impact on the Foundation's governance, grant-making, operations, and culture. She will also discuss how funders can enhance the impact of their grant-making and deepen their expertise by engaging in collaborative initiatives, such as joining networks or co-funding initiatives. Additionally, Rachel will spotlight the ways family foundations can work together outside of their grant-making, including through collective monitoring, evaluation, and learning processes, and collaborative efforts to invest their endowments ethically.
Rachel Ball is CEO of the Reichstein Foundation, which works to back the people, ideas and organisations that drive social, economic and environmental justice in Australia.
Rachel is a board member of Australian Progress, a recovering lawyer and has previously held senior leadership roles at the Human Rights Law Centre, Oxfam Australia and the First Peoples’ Assembly of Victoria, where she supported Assembly Members to negotiate the foundations for Treaty-making in Victoria.
She has expertise designing and delivering strategies that challenge unfair distributions of wealth and power, including through rights-based advocacy, public campaigns, strategic litigation and political engagement.
Rachel lives on Wadawurrung Country on Victoria’s Surf Coast and enjoys dashing into the ocean at every spare moment.
Larry Fingleson | Executive Officer, The Edward Alexander Foundation
The Edward Alexander Foundation is only 18 months young - Larry will share what has been achieved through clarity of vision and desire regarding collaboration – both amongst the charities The Edward Alexander Foundation supports and the desire to influence and be a part of collaborative funding.
Having started his career as a Chartered Accountant with Ernst and Young, in Sydney and London, Larry decided to leave the corporate world and embarked on a journey of succession and growth of a boutique Financial Advisory Practice for 20 Years until 2022. During his time as an advisor he co-founded The Growth Project ( www.thegrowthproject.com.au ), a charity that proved to be a successful case study in the collaboration between the For Profit and Not For Profit Sector, having worked with over 150 charities and corporates over 3 countries and 6 cities.
In 2022, Larry’s passion for impact led him to leave the Financial Advisory Practice and he now works as the Executive Officer for one of his clients, who he had guided to establish a Private Ancillary Fund – The Edward Alexander Foundation.
Rachel Kerry | CEO, CAGES Foundation
Rachel will share the story of CAGES Foundation’s role in the Investment Dialogue for Australia’s Children. The Investment Dialogue is a commitment between Government and philanthropic partners to a long-term collaboration to improve the well being of children, young people, and their families, by working with communities to reduce inter generational disadvantage in Australia. Rachel will share her perspectives on the potential of the collaboration and the importance of the collaboration as a learning experience.
Rachel Kerry has over twenty years experience in philanthropy and corporate responsibility with a background in financial services and responsible travel. Rachel joined CAGES in 2011 focusing on strategy, measurement, partnerships and overall administration of the foundation. Rachel was formerly on the Board of Curious Works and has spent time consulting to non-profits around strategic philanthropy. She is an enthusiastic member of the Early Childhood Impact Alliance and the International Funders for Indigenous People network. Rachel was born and raised in Sydney on the land of the Bidgigal people, after much exploration she now lives there with her husband and two teenage sons.
Audience
This event is for Philanthropy Australia members that represent a Family Foundation. If you are not yet a member of Philanthropy Australia or want to find out more about the philanthropic work in this area, please reach out to membership@philanthropy.org.au.
Network Chairs
Emily Albert | Executive Director and Head of Impact, Alberts
Emily is a 5th generation member of the Albert Family, whose business is driven by the core belief that the best returns include both profit and purpose. In her current role within the family business, she is exploring the nexus between profit and purpose across all areas of the business and focuses on how Alberts achieves a positive impact.
Emily works with the Impact Ventures team investing in early-stage pioneering Australian businesses out to create a better tomorrow. She also heads Music Education: Right from the Start – a national collaborative initiative led by Alberts to ensure all Australian primary school children have access to a quality, ongoing, sequential music education and the benefits this brings.
Until recently Emily managed Alberts Private Ancillary Fund, The Tony Foundation, which supports organisations using music to create improved life outcomes for young Australians. She remains on the grants and investment committees for the Foundation.
Nicole Engelman | Cooper Family Office, Head of Philanthropy - Cooper Investors and the MaiTri Foundation
Nicole has over 20 years' experience in the philanthropic sector and has a deep understanding of impactful philanthropy and the importance of the good investment stewardship and management of philanthropic capital. Nicole brings her passion for philanthropy to the Cooper Family Office where she heads up the MaiTri Foundation (Private Ancillary Fund) and Cooper Investors’ Corporate Philanthropy Program. Nicole’s career has included providing expert advice to support private philanthropists and Trusts and Foundations to fund innovative initiatives that build capacity within the charitable sector and is an advocate and funder of the social enterprise sector. Nicole supports the MaiTri Foundation to allocate capital to much-needed services and supports, in particular to mental health charities which we know experience a significant increase in demand year on year.
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