Welcome to Perpetual’s new Philanthropy Toolkit. Everything you need to make your philanthropy easier, more enjoyable and more effective.
Philanthropy changes the world. For the giver, it can be a tremendous source of satisfaction. But it can also be frustrating - even for the most experienced philanthropists.
It’s complicated – but important – and sometimes it feels like there are just too many questions:
- What structure should I use?
- Am I giving in the most effective way?
- Can I get my family involved?
- Are the NFPs I support making a real impact on the causes I care about?
There’s never been one place you could go to answer all those questions. Until now.
Perpetual's new Philanthropy Toolkit, developed and tested by Stanford University’s Centre for Philanthropy and Civil Society (Stanford PACS) is the philanthropy how-to guide you've been looking for.
It's interactive and comprehensive and will make your philanthropy more enjoyable - and more effective.
What it covers:
You’ll give more – and more effectively - if your philanthropy aligns with how you see the world. The Philanthropy Toolkit helps you clarify the issues that matter most to you so you can direct your giving effectively.
The Philanthropy Toolkit helps you build a framework that guides how much you give and when. The result – giving that really works.
The toolkit has a variety of exercises you can do with your family to capture their ideas and contribution, maximise your giving and pass on your values.
The right giving vehicle will make your giving more tax-effective, easier-to-manage and more enduring. The Philanthropy Toolkit helps you make the right choices.
Your philanthropy is more powerful if you share the experience, learn from others and combine your giving. The Philanthropy Toolkit shows you how to do it.
There’s more than one way to give. Perpetual’s Philanthropy Toolkit helps you maximise the impact of your time, talent and treasure.
Your how-to-give guide. An introduction to Perpetual’s philanthropy toolkit
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Meet the team
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Caitriona Fay
Managing Partner, Community and Social Investment and WA/SA
Caitriona Fay is a senior philanthropic leader in Australia. She has more than 18 years of private family and institutional grant-making experience in Australia and Europe.
At Perpetual, Caitriona oversees approximately $4bn in community funds across Perpetual’s work with philanthropists, non-profits and Native Title groups. Under her management, Perpetual’s clients distribute more than $100 million annually through philanthropic trusts, estates, and endowments.
Before her time with Perpetual, Caitriona has worked in government and philanthropy via The Ian Potter Foundation and The Heritage Lottery fund in both Scotland and England.
Outside of Perpetual, Caitriona is a leader in gender-wise and LGBTQIA+ philanthropy in Australia. Caitriona is a founding board member of The Channel, Australia’s first sexuality- sex- and gender- diverse giving circle, reflecting her passion for the power of democratised philanthropy. Caitriona is also a founding member of Melbourne’s Women’s Fund and an Australian member of the International Women’s Forum.
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Jane Magor
National Manager, Philanthropy and Non Profit Services
Jane joined Perpetual in 2011 and is a philanthropic leader with significant experience and knowledge of the private wealth and the Australian not-for-profit sector.
Jane leads a national team of philanthropy specialists who work in partnership with philanthropists to help guide them through the process of establishing a charitable Foundation or Endowment, formulate giving strategies and make compliant and vision aligned decisions regarding their annual grants to communities.
Jane also works extensively with not-for-profit organisations across Australia to support them in building their capacity to deliver on their mission and demonstrate the outcomes of their work.
Jane has a strong governance background, having completed a Bachelor of Business and is a Graduate of the Australian Institute of Company Directors.
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Emily Wellard-Baring
Senior Manager, Philanthropy and Non Profit Services
BComms, MBA, Supervisory Analyst (Series 16)Emily Wellard-Baring is an experienced leader in the non-profit humanitarian aid and development sector across Indigenous Australia and the Pacific.
With a Masters’ Degree in Participatory Development, Emily has held senior-management roles at both large and small non-profit organisations and is passionate about building organisational strategy, sustainability and governance for sustainable social impact. Emily brings this experience to Perpetual to support Philanthropy clients to develop their strategic giving to the fields they are most passionate about, and support Non-Profit clients to build their long-term strategic and financial stability.
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Clementine Lucas
Manager, Philanthropy and Not-For-Profit Services, Perpetual
Clementine has extensive experience in government, law, philanthropy and the not-for-profit sector. Clementine supports philanthropic clients by creating giving strategies that align with their charitable objectives. She is an experienced grant-maker and understands how effective philanthropy can unlock maximum impact in the communities in which clients seek to support.
Before joining Perpetual, Clementine worked in philanthropic roles for some of Victoria’s largest arts and cultural organisations and was the Senior Adviser to the former Victorian Minister for the Arts.
Clementine has a Bachelor of Arts (Hons), Master of Laws (Juris Doctor) and a Graduate Diploma in Legal Practice.
