Reframing Overheads
The increasing industry support for the Pay What It Takes (PWIT) and Reframe Overhead movements is poised to challenge outdated funding practices. This shift towards more honest and transparent relationships between non-profits and funders is long overdue. It’s set to foster a deeper understanding, appreciation, and support for the true costs necessary to effectively serve our communities and those we assist.
During this session, we will hear from Jo Taylor, CEO, Siddle Family Foundation and Executive Chair of the Pay What It Takes (PWIT) Coalition; Lisa Allan, Founder and Chair of the Pay What It Takes (PWIT) Charity Consortium, Member of the PWIT Coalition Working Group, and Executive team member (Head of Fundraising) for The Smith Family; and Denise Cheng, Member of the PWIT Coalition Working Group and the National Manager of Active Philanthropy at Equity Trustees.
You will leave with a thorough overview of the PWIT movement, the research and recommendations behind Reframe Overhead, as well a dive into the new PWIT tools and guides to support both funders and nonprofits on this important journey.
Achieving success requires each of us to take initiative, drive transformation, and advocate passionately. Together we can put an end to the non-profit starvation cycle and create more effective and sustainable for purpose sector.
When
Tuesday 24 September 2024
- In-person: 9:50 am - 11:00 am AEST (11.00 am - 11.30 am optional networking)
- Online option: 10:00 am - 11:00 am AEST via Zoom
Where
- Blue Gum Hall, Yirranma Place, 262 Liverpool Street, Darlinghurst, Sydney
- Zoom (details provided closer to date)
RSVP
Please RSVP below by Wednesday 18 September
Audience
This event is for Philanthropy Australia Engaged and Active tier not-for-profit members. If you are not yet a member of Philanthropy Australia or want to find out about more philanthropic work in this area, please reach out to membership@philanthropy.org.au.
Speakers
 |
Lisa Allan | Head of Fundraising, The Smith Family and Chair of the Pay What It Takes Charity Consortium Steering Committee
Lisa brings over 20 years of experience in the development of strategies and high performing teams responsible for securing over $1 billion to support Australian causes and local beneficiaries. She’s currently leading a cross-disciplinary team spanning individual giving, philanthropy, customer experience, digital, supporter operations, data and analytics, plus two agile squads delivering value to customers.
Lisa is a Fellow and non-executive Board Member of the Fundraising Institute of Australia (FIA), sits on the Communications and Fundraising Board Committee for Breast Cancer Trials, was awarded “Fundraiser of the Year” in 2023, Founded and Chairs the Pay What It Takes Charity Consortium and is a member of the PWIT Coalition Working Group.
|
| |
|
 |
Denise Cheng | National Manager, Active Philanthropy at Equity Trustees
Over the past 6 years, as a member of Equity Trustee's Charitable Trusts & Philanthropy Team, Denise has been supporting individuals, families and corporations embarking on their philanthropic journey, seeking to amplify a culture of philanthropy across the country. She specialises in introducing philanthropists and professional advisors to structured vehicles, a powerful platform to deliver thoughtful and purpose-led giving, as well as facilitating stronger partnerships between the for-purpose sector and funders.
Denise’s career spans philanthropy, business development and fundraising, account management, marketing and stakeholder engagement, across a range of industries. Immediately prior to joining Equity Trustees, Denise was a fundraiser with The Reach Foundation, and YWCA NSW. Denise has held non-executive board roles with Dress for Success Sydney and PROJECT ROCKIT Foundation, as well as a member of the PWIT Coalition Working Group.
|
| |
|
 |
Jo Taylor | CEO, Siddle Family Foundation and Executive Chair of the Pay What It Takes Coalition
Jo’s impactful career, spanning more than 25 years in the For Purpose Sector includes successfully raising over $100 million and distributing in excess of $500 million by spearheading family, corporate, public, and government philanthropic institutions.
Jo’s trailblazing spirit is evident in her pivotal role in establishing the Paul Ramsay Foundation. Under her guidance, the foundation evolved from a billion-dollar start-up into a progressive trust based institution. Currently serving as the inaugural CEO of the Siddle Family Foundation, Executive Chair of the Pay What It Takes Coalition and co-founder of PRISM, these ground-breaking ventures combine Jo’s entrepreneurial acumen with a fervent desire to unlock resources to amplify the impact of for-purpose organisations focused on Australia’s greatest challenges.
|
Learn more about Philanthropy Australia membership
