1. Philanthropy in Australia Who’s Who in the Zoo

2. Philanthropy Australia The peak body of Philanthropy – comprising over 750 members with the aim to grow giving in Australia Membership Categories: Funders/New Gen/Associates Subscribers – Funders Directory: Individuals/Organisations/Libraries & Universities Member Services: PA Conference, Seminars & Workshops, Professional Development & Learning Program, Cause-Related Funders Groups, Network, eNewsletter, Pressing Matters, Publications & Resources etc

3. Quick Giving facts Donations >$2.4b ~50% of all giving Only 2 out of 3 tax payers claimed a donation (Av $494) Of worksites doing workplace giving – an average of 4.5% of employees participate 4,000+ philanthropic organisations distributing >$500Mpa Private Ancillary Funds (PAFs) – 1300 - $200Mpa Public Ancillary Funds (PuAFs) – 1000+ Estimated $2b from sponsorships/business 60,000 DGR 1 Charities (600,000 NFPs) Sources: ABS 2012, JBWere & ATO

4. Fundraising Mix GovernmentServices Corporate Partners & Sponsors -Skilled Volunteers Philanthropic Bequests Endowment Regular Donors Donors Trusts, Foundations, PAFs & Subfunds Volunteers NFP – Funding Mix

5. NFP - Income sources 2013 40% 7% <1% 3% 2%

6. Invitation Only Living Donors (PAFs & Sub Funds) Open applications (websites) The Philanthropic Iceberg!

7. The Philanthropic Continuum Donation Immediate- needs focus Payment/Project orientation One-off grants Short-term < 1 yr Granting strategies & guidelines Application and/or EOI process Project orientation Progress reports Final reports Site visits Strategic & focused granting Focus on outcomes and impacts Program orientation Capacity-building Medium-term 1-3 yrs Time, Talent & Treasure “Engaged Philanthropy” “Cheque-book Philanthropy” “Catalytic Philanthropy” “Collective Impact” Issue specific and/or place-based Funders role - neutral facilitator for change and to engage local & key stakeholders Impact orientation Funding innovation, investing, social impact bonds Long-term >5yrs

8. Compelling Applications – Top 9 1.Tell a clear story – will it ‘fix’ a gap or a problem or ‘make a difference’ – ‘Elevator Pitch’ 2.Who is Assessing your Application? - ‘Gatekeeper Recommendation, Trustees see full application, ‘Lay Trustees,’ Expert Panel, Advisory Panel, Staff Panel or Community Panel 3.Is the Ask unique? - and not replicable by similar organisations, other geographic locations and not been done before ie are you re-creating the wheel? 4.Are you the ‘right’ organisation to lead this project and have the ‘right partners’? eg size, scale, staff, experience, financial sustainability and appropriate organisational governance 5.Is the Ask appropriate for philanthropy: eg an ask that cannot be funded by other sources eg Government, sponsorship, own funds, from your own donors etc 6.Does your organisation and the Ask ‘match’ the trust/foundation? - via published guidelines, style of grants, granting strategies, size of grant, previous grants awarded and after discussion with philanthropic staff 7.Is it similar to other proposals – both past and present – has it been done before and if so have any learnings been transferred? ie are you re-creating the wheel? 8.How will learnings be disseminated beyond your organisation? 9.Draft your ask and seek an independent third party for comment

10. Engaging with Philanthropy – Top 6 1.Ask questions – rather than ‘sell’ your organisation or your next project eg ask for their trends in granting, what has been funded previously that may be similar to your organisation/ask, what is the process for selection, do they know other trusts that may fund in your area of interest 2.Float 2-3 very brief concepts and gauge their reaction 3.Invite trusts/foundations to launches, site visit & knowledge sharing – allow minimum of 2-3 months lead-in time 4.Offer presentations or visiting speakers that have a sector-wide interest (non-sell environment) – allow minimum of 2-3 months lead-in time 5.Leverage – your organisation’s contacts with trusts/foundations, CEOs, Board Members etc and seek introductions and host briefings and meetings etc 6.Website – mobile phone enabled

11. Useful Resources ABN lookup - http://abr.business.gov.au/http://abr.business.gov.au/ ACNC – www.acnc.gov.auwww.acnc.gov.au The On-line Australian Directory of Philanthropy – free to members (via Subscription Multi-user - $99pa & $165pa. A Grant Seeker’s Guide to Trusts & Foundations – Free www.philanthropy/org.au www.philanthropy/org.au Our Community (Funding Centre Multi-users $300pa www.ourcommunity.com.auwww.ourcommunity.com.au Strategic Grants – Grants Hub http://client.strategicgrants.com.au/demo/ http://client.strategicgrants.com.au/demo/ Fundraising Institute of Australia www.fia.org.au www.fia.org.au Pro Bono Australia www.probonoaustralia.com.au www.probonoaustralia.com.au GrantsLink – Federal & State Government Grant Programs www.grantslink.gov.au www.grantslink.gov.au The Foundation Center (USA) www.fdncenter.org www.fdncenter.org

12. Further contact information: Chris Wootton Victorian & Tasmanian Manager Philanthropy Australia cwootton@philanthropy.org.au www.philanthropy.org.au