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White paper: a new approach for Australian NFP fundraising

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Fundraising in Australia is changing rapidly. Mass giving is declining, while the size and frequency of major gifts is increasing. We are also about to see the largest intergenerational transfer of wealth in history.

This is both a threat and an opportunity for not-for-profits (NFPs). To survive and thrive NFP leaders need to ensure their organisations are ‘future fit’. This white paper helps NFP boards and executives to improve their fundraising capability with information, advice, tools and case studies.


To help Australian NFP leaders prepare for the future of fundraising, Perpetual has collaborated on an in-depth fundraising white paper with Melissa Smith, Director of Noble Ambition. Melissa is a former Global Fundraiser of the Year (International Fundraising Congress) and Australian Fundraiser of the Year (Fundraising Institute Australia).

The paper examines the role of NFP boards and chairs in fundraising: comparing Australia with more mature fundraising cultures (primarily North America). It draws on original research and interviews with some of Australia’s most experienced NFP leaders and sector experts, as well as the expertise of Perpetual and Melissa.

In the paper: “Jump on Board: High-performing not-for-profit Boards in fundraising” we:

  • Make the case for changing Australian NFP boards’ approach to fundraising
  • Suggest that fundraising is ultimately a board responsibility due to its crucial role in maintaining financial sustainability
  • Outline a new approach which adapts the best of US philanthropy for an Australian context
  • Give practical tools and examples that NFP boards and executive teams can repurpose for their own needs

In this video, Melissa shares some key themes addressed in the white paper.

This paper has been prepared by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643 for aged care providers only. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or professional adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. To view the Perpetual Group's Financial Services Guide, please click here.

The information in this paper is believed to be accurate at the time of compilation and is provided in good faith. This paper may contain information contributed by third parties. PTCo does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any product or the return of an investor’s capital. Past performance is not indicative of future performance.