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Bringing together practitioners from community foundations across Australia, government, corporate business and philanthropy to network, learn from each other, exchange ideas and think strategically and collectively about the future of community philanthropy.

This year’s theme – Building Resilience Through Innovation and Collaboration – focuses on how the community foundation sector can evolve and adapt in order to thrive in an increasingly challenging and changing environment.

More speakers to be announced soon! 
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Wednesday, October 12 • 3:00pm - 4:00pm
Practical workshop program Block Two

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Block Two (D or E): 3.00pm - 4.00pm, Wednesday 12th October (choose one)

Investment 102 with Chris Morcom and Darren McConnell
(Workshop D)
This workshop will cover the development of an investment policy for Community Foundations, and explore issues such as how best to balance investment risk, what types of benchmarks and monitoring of performance works and also explore the benefits of particular investment methods and philosophy. The session will assume a base level of knowledge about investment and the need for an investment policy.  The session will also encourage questions and interaction from attendees.

FRRR Donation Accounts with Sophie Burke
(Workshop E)
FRRR supports the fundraising efforts of local communities by facilitating the receipt of tax deductible donations for projects that benefit rural, regional and remote communities via Donation Accounts. FRRR's special Deductible Gift Recipient status enables distribution from Donation Accounts to non-DGR or Income Tax Exempt organisations which may be valuable for Community Foundations operating in catchments with few or no DGRs. Sophie will explore how Donation accounts can be used to fundraise for a wide range of projects or programs.
Speakers
SB

Sophie Burke

Philanthropic Services Manager, FRRR
Sophie is FRRR’s Philanthropic Services Manager, looking after Donation Accounts, Community Foundations, as well as providing advisory / consulting services.She joined FRRR in 2012. She has extensive experience in the philanthropic sector, having established the operations of the... Read More →
avatar for Chris Morcom CFP®, CPA(FPS), B.Bus, Dip FP

Chris Morcom CFP®, CPA(FPS), B.Bus, Dip FP

Director/Private Client Adviser, Hewison Private Wealth
Chris is a Private Client Adviser having joined the company in 1997. Chris is also an equity partner and Director of Hewison Private Wealth. Apart from his client advisory and management role, Chris is responsible for the company’s continuing professional development program. Chris... Read More →
avatar for Darren McConnell

Darren McConnell

Chief Financial Officer, Lord Mayor's Charitable Foundation
Darren has been the Chief Financial Officer of the Lord Mayor’s Charitable Foundation since 2013. In that role he works closely with investment advisers and the Board Investment Committee. Darren is responsible for the financial management of the Foundation including the grants... Read More →

Donation Accounts NCFF2016 Sophie Burke pptx
ACP National Forum Investment 102 pptx
Wednesday October 12, 2016 3:00pm - 4:00pm AEDT
RACV Resort 70 Cape Paterson-Inverloch Rd, Inverloch VIC 3996
  Workshop

Attendees (3)