People Inspired By Purpose - Purposely Podcast

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Kate Brown CEO of Westminster Foundation

Welcoming Nicola Nation, CEO of The Ākina Foundation, to Purposely, where she shares her personal and career journey as a consultant specialising in procurement across corporate and public sectors and more recently non-profit leadership.

The word Ākina means to encourage or urge onwards in the Māori language, and the foundation is a ‘for purpose’ consultancy that works with social enterprises, businesses, philanthropic organisations, as well as with the Government. Their mission is to enable positive social and environmental outcomes through bespoke services, including strategy development and implementation, as well as finding ways to help organisations build capability around purpose and engage stakeholders in purpose.

Nicola joined the foundation in 2018, initially in a general management role before stepping up to the CEO position three years later.

Born in New Zealand’s capital city Wellington, Nicola describes being a ‘sickly child’ as the result of a blood condition that she would eventually resolve through a successful operation. She took her time to find her voice and strength, but when she did, she found she had a powerful voice and the confidence to question adults and traditional ways of doing things. Nicola recounts a time when she wrote to her priest, advocating that girls should be allowed to be Altar Girls rather than being restricted to less ‘glamorous roles. Despite being unsuccessful with her plea, Nicola remained undeterred and has maintained her approach to question and campaign for positive change.

Growing up in a happy household, Nicola describes her parents as ‘blue-collar workers’ who valued hard work and instilled those values in her from a young age. Nicola loved school and learning, embracing everything school had to offer, from special activities to leadership roles as a student representative. Continuing to university, she studied commerce at Victoria University and secured a graduate role at Deloitte. She made the bold decision to negotiate a delayed start and spent a year exploring Western Europe in London before returning.

Nicola spent three formative years at Deloitte before returning to London in a new role with Westpac, inspired by the 9/11 terrorist tragedy in New York. The role centered on building the UK’s capability to deal with a similar tragedy, a ‘large project with a massive or even unlimited budget’.

Living in London, Nicola, now married, had to be convinced by her Kiwi husband to return to New Zealand. Her first role back home she describes as ‘an epic failure’, an operations role for a start-up lacking cash and miles away from her consultant roles for large multinational corporations and unlimited budgets. It was a harsh experience for Nicola, prompting her to return to her procurement-focused role for a large company. Reflecting on her career, she was keen to explore roles with a clearer focus on purpose and making a positive difference to people and the planet. That’s when the role at The Ākina Foundation came up, and her consulting skills made her the ideal person to help deliver their work, eventually succeeding outgoing CEO Louise Aitken. In her first role as CEO, Nicola received some good advice from the charity's trustees, urging her to make the job her own. Nicola has proven to be a real asset to the foundation and the organisations they serve, particularly around ‘procurement practices to do good and its role in helping to bring about meaningful change. As more and more organisations focus on delivering purpose, organisations like Ākina Foundation and purpose-focused leaders like Nicola become more and more sought after and valued.

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Eric Ressler founder of Cosmic a creative agency for social impact organisations and brands.

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Tracy Clark CEO of Young Gloucestershire

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Vicki Cardwell

Helen Robinson, the Auckland City Missioner, recently shared insights into her career and the Mission's unwavering commitment to helping those in need with Purposely. Rising from the ranks, Helen was promoted to the role of CEO in April 2021, succeeding Chris Farrelly as the Missioner.

Growing up in Johnsonville, Wellington, amongst a family of five, Helen describes her upbringing as one filled with love and warmth. Inspired by her parents' leadership within their community, she embarked on a path dedicated to serving others. With a background in youth development and a law degree under her belt, Helen's journey led her to work internationally in Ethiopia and to obtain a master's degree in social and community leadership, focusing on researching food insecurity.

Currently overseeing 240 staff members across various services including housing, food, health, and social services, Helen acknowledges the immense responsibility she holds. She emphasises the importance of meditation in managing the demands of her role, finding solace in the serene surroundings of her New Lynn home.

Helen's professional journey has been marked by her dedication to addressing social issues in New Zealand. With significant experience in community development, she has worked with marginalised populations and led initiatives to combat homelessness and food insecurity. Her tenure as the General Manager of Social Services at Auckland City Mission saw notable improvements in service delivery, aimed at providing dignified support to those in need.

In addition to her practical work, Helen has contributed to research on food insecurity in New Zealand and played a pivotal role in initiatives like Kore Hiakai, striving towards a food-secure Aotearoa. Her academic background in law and social policy, coupled with her deep understanding of social issues, underscores her commitment to justice and equity.

Founded in response to the aftermath of World War I and the Spanish flu epidemic, Auckland City Mission has a long-standing history of community service devoid of prejudice. From helping individuals battling addiction to offering assistance during the AIDS crisis, the Mission remains steadfast in its ethos of inclusivity.

The recent completion of HomeGround—a $100 million facility—marks a significant milestone in the Mission's journey. Serving as a central community hub, HomeGround provides permanent housing, healthcare services, addiction support, and a welcoming environment for all individuals and families in need.

The profound impact of the Mission's work is evident in the countless individuals and families it assists annually, offering vital services ranging from food assistance to residential care. Guided by Helen's leadership, the Mission remains dedicated to its pursuit of justice and hope amidst the challenges posed by poverty.

Liz Greive is the visionary behind Share My Super, a charitable organisation that facilitates donations to support marginalised young people and their families throughout New Zealand. Originally from the Lake District in the United Kingdom, Liz began her career as a social worker, developing a strong sense of justice and a deep passion for helping young people and their families.

Life took Liz on a journey, as she fell in love with her Kiwi husband and moved back and forth between the UK and New Zealand, eventually starting a family and facing the challenges of living off a single income. However, Liz always recognised that the people she helped as a social worker faced even greater hardships.

But Liz's life didn't stand still. Together with her husband, they transformed her family's fortunes and she transitioned from a social worker to a philanthropist, following success in the travel and clothing industries.

As Liz reached retirement age, she received her superannuation (pension money) from the New Zealand government. While this payment is given to almost all New Zealanders, regardless of their means, Liz realized that she didn't need the money. It was at this moment that she had the brilliant idea to start a charity that would enable others in her situation to donate their surplus superannuation payments. This concept would not only benefit the next generation but also supercharge the much-discussed transfer of wealth from the baby boomer generation.

In 2019, Share My Super was officially launched, redirecting surplus superannuation payments from older New Zealanders to charities dedicated to supporting children in need. The charity carefully curates a selection of eleven organizations, allowing donors to choose which charity they want to support. This donor-advised fund ensures that every dollar donated makes a tangible difference in the lives of vulnerable youth.

Liz's commitment to the cause is unwavering. She recently pledged $10 million of her own money to cover all administrative costs, guaranteeing the perpetual operation of the charity. Beyond financial contributions, Liz is actively involved in the day-to-day operations of the charity, working closely with her CEO to raise funds and ensure that people's generous donations are put to good use. She also maintains a deep connection with the charities supported by Share My Super, whether it's visiting the offices of Te Pā, an organisation aiding ex-prisoners and their families, or advocating for early intervention programs. Liz's hands-on approach underscores her genuine investment in the well-being of New Zealand's youth. For her, philanthropy is not just about money; it's about building meaningful relationships and creating sustainable change.

Liz Greive has redefined the concept of giving back to society. As Share My Super continues to grow and evolve, one thing remains certain: Liz's legacy will endure as a beacon of hope for generations to come.

Rich Easton, CEO of the Neurological Foundation of New Zealand, joins Purposely to share his organisation's mission and his remarkable career journey, which took him from corporate project management to leadership roles within the New Zealand charity sector. Additionally, he reveals his passion for the open road and his affinity for owning motorbikes.

Rich's professional journey began in the early 80s in the telecommunications industry, where he worked for British Telecom. This experience profoundly influenced his trajectory, leading to a successful corporate career in telecommunications both in the UK and, more recently, in New Zealand.

Rich's decision to relocate to New Zealand was driven by matters of the heart. While residing in London, he fell in love with his kiwi flatmate's sister, who would later become his wife. This unexpected turn of events prompted Rich to move to Hamilton, a small City south of Auckland, while commuting to Auckland for work in the early 90s.

During this period, Rich began contemplating his career and the possibility of transitioning from the corporate world to the charity sector. Seeking guidance from someone well-versed in the charity sector, he was advised to explore volunteer governance roles. This approach allowed him to gain valuable exposure to the challenges faced by non-profit organisations, with the hope of gaining a competitive advantage for future executive positions. In 2015, Rich joined the Board of Volunteering Auckland, a charity he eventually chaired. This experience also paved the way for board roles with mentoring charity First Foundation and the Make A Wish Foundation, all of which served as excellent preparation for his current role as CEO of the Neurological Foundation.

Established in 1972, the Neurological Foundation of NZ raises funds to support local neuroscientists in conducting research on neurological disorders, along with raising public awareness of neurological conditions. While there are over 700 neurological conditions, Rich emphasises that researchers often focus on areas of research that can attract funding and have the greatest impact. He also highlights that research into specific conditions or disorders can be initiated by individuals affected by those conditions or their loved ones, who work together to raise awareness and funding. Some of the conditions encompass Alzheimer's, Multiple Sclerosis, Epilepsy, Parkinson's Disease, Stroke, Cerebral Palsy, Motor Neurone Disease, as well as mental and behavioural diseases such as bipolar disorder, depression, and anxiety.

Although the foundation receives more funding requests than it can accommodate, its fifty-two-year history has endowed it with organisational knowledge to select suitable causes. Rich describes their funding ethos as being focused on making a tangible impact. To achieve this, they rely on the expertise of advisory panels composed of experienced neuroscientists with diverse skills and relevant expertise.

It is worth noting that, on average, 1 in every 3 people will experience some form of neurological condition. Rich explains that the organisation he leads is striving to forge a "pathway to hope," which is particularly pertinent when considering the aging populations both locally and globally. His foundation is dedicated to funding research aimed at preventing or curing these conditions whenever possible, as well as enhancing the quality of life for those affected by them. Rich further explains that recent advancements have led to successful treatment options for certain conditions where previously no treatment existed.

Welcome to Purposely SHORT, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic.

This weeks episode features Debra Allcock Tyler CEO Directory of Social Change on leadership.

Episode Highlights

- Normalising 'Imposter Syndrome' and how you should embrace self doubt and nerves to constantly improve and develop.

- The power of constant learning

-People are human beings and not job titles and needed to be treated as humans, 'deal with the human being and not the job title' - Leadership, doing what works and being authentic to the role (rather than yourself)

- 'Role as leader is to ensure your people are connected to the mission and bringing out the best in people to successfully deliver that mission'

Background

Debra has been CEO of DSC since August 2021.

Established in 1988, DSC has been a trusted resource in the non-profit sector, providing vital research, high-quality training, and ongoing support to charity leaders and volunteers. In addition, DSC advocates on behalf of organisations facing tough challenges, from economic crises to the recent global pandemic.

With over two decades of leadership experience at DSC, Debra has played a crucial role in empowering charities to fulfil their missions despite limited resources and frequent obstacles.

Welcome to Purposely SHORT, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic.

This weeks episode features Jo Taylor Executive Chair of 'Pay What It Takes' (PWIT), a coalition between for purpose organisations and funders aiming to redefine philanthropy and reshape the funding landscape for the charitable sector.

Their objective is to challenge the cycle of underfunding and organisational challenges by advocating for unrestricted funding or a 30% addition to project-based funding to adequately cover indirect costs. Episode Highlights

- The importance of looking elsewhere for inspiration, to other parts of the world where people and organisations may have tackled the same or similar issues. That is what Jo and her team did when they looked at American foundations who had the same issue and were solving the same problem (the starvation cycle).

-Practical steps on running a successful campaign:

Focus on those organisations and people closest to your mission and who are the most aligned at the start of your campaign

Peer leadership and adoption / buy in crucial to the success of any campaign particularly in philanthropy

Context:

A pivotal catalyst for this movement was the inquiry titled 'A Sector in Peril,' laying the foundation for collaboration among like-minded foundations. The Coalition led by Jo, and comprising Philanthropy Australia, the Centre for Social Impact, Social Ventures Australia, The Origin Foundation, and the Paul Ramsay Foundation, conducted comprehensive research, interviews, literature reviews, case studies, and workshops to address chronic underfunding of core operational expenses within Australian organizations. The vulnerabilities exposed during the COVID-19 pandemic further emphasized the critical need for adequate funding.

Listen to Episode #176 of Purposely for more, where Jo emphasises the necessity to challenge misconceptions surrounding indirect costs and advocates for a redefined evaluation of efficiency and effectiveness by funders. This paradigm shift demands courage and peer leadership within the sector, recognising the entrenched mental models ingrained in both funders and nonprofit organizations that need to be reshaped. Jo is also the CEO of The Siddle Family Foundation.

Sarah, a regular walker along her local beach, combines exercise with podcast episodes to help her learn, develop and find inspiration. On this particular occasion, she listened to an interview with Bianca Tavella, the founder of Fair Shot Café in the UK (on Purposely Ep #48). Fair Shot is a social enterprise café that supports young adults with learning disabilities in finding jobs in the hospitality industry. As Sarah immersed herself in Bianca's founder story, she experienced a profound and personal reaction. Although she had never met Bianca or heard of Fair Shot before, Sarah felt a mix of inspiration and frustration that someone else had brought her dream to life before she could. At this point Sarah has been trying to open a training café, the first in NZ, for over eight years.

That walk and podcast episode were a turning point for Sarah. She felt compelled to take action and bring her dream to life in New Zealand. In September 2021, Sarah and her founding trustees launched Project Employ, opening their first training café in Takapuna on Auckland's North Shore. It was a few kilometres away from the beach where Sarah had made the decision to turn her dream into reality. Since then, they have opened a second café in partnership with Air New Zealand, located in the airline's Auckland Headquarters. Sarah successfully shared her dream with others, including volunteers and funders, and the progress made by the charity has been remarkable.

Sarah defies the stereotype of a charity founder or CEO. Despite her extensive experience in special needs education for schools and charities, she lacks leadership experience. She openly admits to experiencing imposter syndrome and having to overcome a crisis of confidence to bring Project Employ to life. Sarah's belief in her mission stems from her firsthand experience as a teacher, witnessing the transformative power of belief and support in someone's life.

The reality is that people with disabilities are more than twice as likely to be unemployed compared to non-disabled individuals, both in New Zealand and globally. Project Employ's vision is to create a community where young people with intellectual or learning disabilities have meaningful, paid employment, just like any other member of society. Unlike Fair Shot Café, Project Employ doesn't solely focus on hospitality. While work experience in serving and food preparation builds confidence, it also empowers individuals to pursue their dreams and contribute to society.

Starting a charity is incredibly challenging. It requires a clear mission, vision, and, most importantly, funding to get off the ground. Convincing funders to support your vision is one of the toughest tasks. Funders seek confidence, a track record, and assurance that their funds will be used effectively to make a significant impact.

Sarah has achieved the near-impossible. With little to no previous experience or personal wealth, she leveraged her dream, lived experience, and passion for people with disabilities to launch and scale Project Employ. She successfully convinced funders to believe in her vision. Sarah was also willing to sacrifice her own earning power, initially working for free to get the project started. She acknowledges that none of this would have been possible without the early founding team and volunteers who brought the experience she lacked. Together, they are making it happen. Most importantly, graduates of Project Employ are finding employment, and those who haven't yet secured a job have gained significant confidence and self-belief.

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Angus Crowther co-founder of Tanck.

Angus shares how they help nonprofits and 'for purpose businesses' to communicate effectively with government officials. How ability to do this can positively effect your ability to make a positive impact and increase their reach.

Episode highlights:

- 'Providing technical details as well as a compelling narrative and a narrative arc is important'

- Data important and can grab the attention of politicians

Quote: 'Remember politicians are competing with the Kardashians for eyeballs on twitter'

Based in Australia... although still relevant in other parts of the world Tanck's mission is to empower purpose-led organisations by providing the know-how and the strategy for impactful government engagement.

Tanck is B Corp certified consultancy firm is on a mission to level the playing field by countering the influence of lobbyists and private interests that often shape policy decisions.

United by their shared dedication to positive change, Angus Crowther and (co founder) Neil Pharaoh are reshaping the dynamics of government engagement for nonprofits.

Welcome to Purposely Short, a weekly episode, featuring one of our friends or past guests and their expertise on a certain topic. This weeks episode features Philippa Charles on what a charity needs to succeed as well the value she puts on fundraisers.

Since its inception in 1958, the Garfield Weston Foundation has donated close to a billion pounds to good causes in the UK, granting between seventy and hundred million pounds annually.

Despite the size and importance of the foundation's financial resources, Philippa Charles, its leader, is known for her accessibility, humility, and empathy. She is renowned for being a straight talker and has a desire to keep things simple.

The foundation was set up by the Weston Family to benefit from the proceeds of their successful businesses, which include well-known brands in the food industry. These brands range from high-end retail, such as Fortnum and Mason, to household staples like Tip Top Ice Cream in New Zealand.

Around 150 kids under 13 get diagnosed with cancer each year in New Zealand. The good news is that more kids are surviving, with an 85% success rate after five years.

Monica's charity, Child Cancer Foundation, steps in where the medical journey gets tough, acknowledging the challenges during treatment and the heartbreak of families who lose a child to cancer.

Their mission is clear – supporting these families through the full journey and to improve the cancer care that future families experience.

Monica, is driven to make a positive impact, she is happy to lead the way and she knows firsthand what these families are going through.

The Foundation is all about pushing for better outcomes, ensuring fewer parents have to face the devastating loss of a child. They work closely with New Zealand's top-notch paediatric oncology professionals who tailor treatment plans for the unique cancers that affect kids.

Monica points to the success had by New Zealand's paediatric oncologists and clinical teams who are involved in international clinical trials, bringing in treatments all without breaking the bank.

Child Cancer Foundation works across the two treatment centres and all the shared care and regional centres nationwide alongside NGOs and puts Tamariki and families at the heart of all their activity. Their team of Family Support Coordinators meet families where they are at, ensuring tailored support is delivered from hospital to home.

Monica and the Foundation understand that no two families face this journey the same way. They're not just focusing on the sick child; they're there for the whole family. Whether it's emotional, practical, or financial support, they've got it covered. The goal is simple: let families focus on what truly matters – loving and caring for their child.

Child Cancer Foundation has a vision – to step up the game in child cancer care while being a support for every child and family on their cancer journey. Their to-do list includes supporting kids with cancer, helping families who've lost a child, boosting the skills of healthcare pros in pediatric oncology, delving into research, and advocating for better support for kids with cancer.

Monica Briggs joins Purposely to talk about her current role and charity leadership more generally. She also talks about her own cancer diagnosis and how this has helped her with her current role. Monica has been a force for good in the for-purpose sector for almost three decades in both New Zealand and the UK. In her spare time, she sits on the board at the Grief Centre.

Welcome to "SHORT," a weekly episode designed for brevity. These concise episodes aim to distill important content and offer listeners a focused opportunity to delve into specific topics. Each week, we feature inspirational nonprofit leaders and social entrepreneurs, both familiar faces from previous episodes of Purposely and newcomers to the podcast.

Episodes typically range from five to 15 minutes in length, released every Thursday.

This week's SHORT episode features Jennifer Belmont, CEO of the Wakatipu Community Foundation and founding trustee for Youth Philanthropy New Zealand and Generation Give.

Jennifer shares insights into her successful journey in building the foundation, highlighting the incredible generosity within her community. Since its inception in 2017, the Wakatipu Community Foundation has experienced rapid growth, leveraging its work with young people in philanthropy and the power of Giving Circles. This growth in funding has enabled the foundation to make a positive impact on the lives of individuals locally, contributing to community growth and development.

In addition to discussing the foundation's achievements, Jennifer explores the broader landscape of philanthropy, noting the increasing acceptance of the term "kiwis" and the adoption of various global methods.

Jennifer's extensive involvement in nonprofits spans across different regions, including the establishment of various organizations such as a California local school foundation, tennis association, and a Utah community foundation.

Introducing Sarah Manley, CEO of the Sir John Kirwan Foundation, who joins Purposely to share her organisation's mission. Sarah is a confident and motivated leader who is passionate about the potential of young people. Born in Chile, Sarah was adopted by her antipodean parents and grew up in the outback of Australia before moving to New Zealand at age 11 where she now resides with her son Lachie and partner Andrew.

Although Sarah is relatively new to her role, having spent months rather than years in the hot seat, she brings a wealth of experience as the former Deputy CEO of Hato Hone St. John. After a decade at the same organisation, she now leads a small but high-profile mental health charity founded by her famous Chairman, Sir John Kirwan (JK).

For Sarah, this is an exciting move and a unique challenge. Previously, she held a key leadership position in one of New Zealand's largest health organisations, where her team focused on motivating and organising a large volunteer army with significant financial and human resources. Today, she leads a small organisation with relatively limited resources, reporting directly to the invested and motivated founder, JK. Their mission is to educate children about mental health.

If you're middle-aged and a rugby enthusiast, you're likely familiar with John Kirwan, an All Black and one of the sport's greatest wingers. He is renowned for scoring one of the best tries in the history of the game, single-handedly defeating the Italian rugby team at the 1987 World Cup. However, if you're from New Zealand, you may know John Kirwan for something entirely different – his advocacy for mental health.

Contrary to many sportsmen of his era, John Kirwan openly discusses his own battles with depression, referring to it as the "black dog." His willingness to share his experiences has not only helped him personally but has also played a significant role in normalising conversations around mental health, particularly for men. Growing up in a culture where men were expected to be strong and silent, John's openness has undoubtedly saved lives and lifted the stigma surrounding mental health issues.

After retiring from international rugby, JK became the spokesperson for the New Zealand government's mental health awareness campaign, bringing mental health into the public arena. His contributions to both rugby and mental health earned him a knighthood. Since then, JK has continued to lead public awareness campaigns and has written books on his experiences with depression.

Sir John Kirwan, or JK as he is affectionately known, is now a globally recognised mental health advocate, author, entrepreneur, and rugby legend. He co-founded Groov, a leading workplace wellbeing platform with a mission to improve the daily wellbeing of 100 million people. In 2012, JK was knighted for his services to mental health, an honour he strives to live up to every day.

Through their school's program called Mitey, the Sir John Kirwan Foundation has developed an evidence-based approach to teaching mental health education to children in New Zealand.

Recognising the alarming number of children experiencing mental health issues, the foundation aims to equip future generations with the skills and knowledge to navigate the pressures of life.

By embedding mental health education in teaching and learning through primary and intermediate schools, the foundation believes it can make a significant impact on New Zealand's mental health statistics. Their goal is to provide schools with the necessary resources and support to nurture the mental wellbeing of both students and teachers.

Philanthropy Impact, led by CEO John Pepin, recently joined Purposely to share their mission of inspiring generosity and impactful philanthropy.

The organisation has cultivated a diverse network, including philanthropists, impact investors, trust foundations, and charities. Through training, advocacy, thought leadership, and networking opportunities, Philanthropy Impact strives to create a collaborative space for individuals with different perspectives to foster a deeper understanding.

Despite its small core team of four members, Philanthropy Impact leverages volunteer support and operates remotely. It produces content, specialised training, advocacy, and networking events, It also publishes a magazine, maintains a website, and organises specialised dinners for high-net-worth individuals. 

The organisation origin story traces back to 1998 as the European Association for Planning and Giving, Philanthropy Impact emerged in 2012 from the merger of three organisations with a primary focus on philanthropy. Over time, its scope expanded to encompass the broader spectrum of capital, addressing the convergence of philanthropy, social investment, ESG, and impact investing.

John Pepin joined the organisation in 2014 having previously served as a consultant for various charities. Philanthropy Impact aligned with his values and passion for creating a positive impact, the organisation's focus on bringing about change and influencing cultural behavior resonated with him.

Previously John Pepin founded Aperio, a for-purpose company centered on enterprise readiness and support for for-purpose organisations. Operating in Toronto and later expanding to the United States and the UK, Aperio provided consultancy services to strategically enhance organisations and explored innovative approaches, including social investments in Thailand and Indonesia.

John and Purposely's host Mark Longbottom explore blended finance, where philanthropy and social investments come together. Highlighting that although some methods may seem new, similar principles have been around for centuries, showcasing the changing landscape of strategic planning and social investments.

John gives his view on current trends including increasing amounts of funding without restrictions, aligning investments with values, and embracing Sustainable Development Goals (SDGs). He points out that we're witnessing a growing awareness of the impact paradigm—weighing harm versus good—and positive developments in the sector.

He also stresses the pivotal role of professional advisors—philanthropy advisors, wealth managers, and legal experts. Philanthropy Impact offers training to seamlessly integrate philanthropy into their services, assist clients on their donor journeys, and navigate the ever-evolving landscape of impact investing.

Understanding the shifting dynamics of philanthropy, there's a rising emphasis on consumer duty in the finance industry. Aligning investments with values is becoming more important, especially as millennials and Gen Z expect advisors to support their values in financial decisions.

Addressing challenges in philanthropy, we talk about the necessity for unrestricted funding, tackling inequities, and handling the complexities of impact investing. 

'I'm optimistic, noting a positive movement, increased awareness, and a change in the giving approach.'

Looking ahead, John is excited about the future of philanthropy. Key developments include a shift towards unrestricted funding, addressing inequities, and evolving perspectives among younger generations. He also emphasize the importance of trust, intuition, and maintaining a balance between rationality and logic.

Welcoming Emma Beeston back to Purposely to shed light on her latest book, "Advising Philanthropists - Principles and Practice," co-written with Dr Beth Breeze another former guest. Emma and Beth are well qualified when it comes to philanthropy thought leadership, they are also educators and prolific writers covering a range of topics related to philanthropy and giving.  

While philanthropy advice has been around forever there has been very little written about the topic. A profession often underappreciated despite its significant role, their aim was to demystify the world of philanthropy advice. At the same time the book serves as a comprehensive guide, unveiling the detailed role of the philanthropy advisor, shining a light on those meeting the increasing demand from donors seeking help and guidance in their charitable work. It goes beyond the surface, exploring fundamental concepts, practical aspects, and diverse skill sets crucial for excelling in this complex job.

Emma and Beth draw insights from interviews with 40 philanthropy advisors worldwide. These conversations offer unique perspectives and firsthand experiences, providing invaluable insights into this often-overlooked profession.

Written for those already operating in the profession or for those curious about "Advising Philanthropists" the book traces the evolution of philanthropy advising as a recognised and vital profession, it outlines the essential attributes and skills needed for thriving as a philanthropy advisor as well as the practical advice for navigating the complexities of working effectively with donors.

Emma hopes that this book will help inform and empower a generation of philanthropy advisors and therefore positively shape the future of charitable giving and impact. Emma Beeston's journey, from grappling with imposter syndrome to immense pride upon the book's release.

First featured on Purposely in July 2023, we explore Mary Rose's remarkable journey, the impact of The Fore (founded in 2017), and her mission to empower charity founders and social entrepreneurs.

Mary Rose Gunn saw the need for a different kind of funding model – one that goes beyond traditional grants. Drawing inspiration from venture capital practices, The Fore provides early-stage seed capital to social entrepreneurs who are tackling pressing societal and environmental issues. By identifying and supporting promising ventures, The Fore helps these organisations unleash their full potential and create significant social impact.

The Fore doesn't just offer financial assistance; it provides a comprehensive package of support. Through tailored business support and access to a network of mentors, The Fore empowers organisations to overcome challenges and thrive in their respective fields. Mary Rose Gunn understands the power of collaboration and the value of a strong support system. She speaks highly of her team and acknowledges the expertise and experience of her Board of Trustees, recognising that their collective effort has been instrumental in The Fore's success.

Under Mary Rose Gunn's leadership, The Fore UK has already made a profound impact on numerous organisations. By scaling operations, enhancing capabilities, and making a tangible difference in the communities they serve, these organisations have become agents of transformative social change. The Fore UK fosters a culture of collaboration and learning, serving as a catalyst for positive and lasting impact.

Mary Rose Gunn's passion for philanthropy and social change is infectious. She actively engages with individuals from various sectors, including business, charity, and the public sector. Drawing inspiration from their diverse experiences, Mary Rose embraces the power of different perspectives and recognizes the contributions of individuals working across different industries. This collaborative mindset has been instrumental in The Fore's success and positive impact.

A Vision for the Future: Mary Rose's vision for The Fore extends far beyond the present. She envisions a future where The Fore supports 1000 more exceptional small charities and social enterprises. By "moving the needle," she believes that together, they can create a significant and lasting positive change. Mary Rose emphasizes the importance of changing the narrative about problem-solving, investing in communities, and embracing local solutions. She envisions a society where individuals have agency and the power to effect change from the grassroots level.

Inspiring a Shared Vision: Through her remarkable journey, Mary Rose Gunn continues to inspire individuals and organisations to embrace innovation, collaboration, and a shared vision for a better future.

Mary Rose Gunn's journey with The Fore is a testament to the power of disruptive thinking and collaborative action. Through her visionary approach, she has empowered small charities and social enterprises to reach their full potential and make a meaningful difference in society.

Introducing Jo Taylor, the Chief Executive Officer of the Siddle Family Foundation, to Purposely. Jo sheds light on her professional and personal odyssey from the UK to Australia and the impact of her partner—a medical professional whose dreams of a life downunder set the stage for their move.

We delve into her her leadership role in philanthropy and how the work she is involved in is reshaping the narrative around giving and philanthropy. 

After 23 years, Jo is now happily married to her partner, and they are parents to two children. Having spent two decades in Bondi, they recently moved to the Mid North Coast region.

Contrary to her initial career plan of becoming a lawyer, Jo has emerged as a leader in the philanthropy sector in Australia. Leveraging her legal studies, her involvement in Raise & Give (RAG) during her tenure at the University of Leicester, and her experience as a fundraiser in the charity sector, Jo brings a substantial depth of knowledge and expertise to her current role

Jo shares her professional journey from lawyer to philanthropy leader. This transformation involves her engagement in 'Pay What It Takes' (PWIT), a coalition between for purpose organisations and funders aiming to redefine philanthropy and reshape the funding landscape for the charitable sector. Serving as the Chair of this Coalition, Jo and the PWIT Steering Committee drew inspiration from the impactful work of Bridgespan and Foundations in the United States, prompting crucial questions about the level of financial support provided by Australian funders. Their objective is to challenge the cycle of underfunding and organisational challenges by advocating for unrestricted funding or a 30% addition to project-based funding to adequately cover indirect costs.

A pivotal catalyst for this movement was the inquiry titled 'A Sector in Peril,' laying the foundation for collaboration among like-minded foundations. The Coalition led by Jo, and comprising Philanthropy Australia, the Centre for Social Impact, Social Ventures Australia, The Origin Foundation, and the Paul Ramsay Foundation, conducted comprehensive research, interviews, literature reviews, case studies, and workshops to address chronic underfunding of core operational expenses within Australian organizations. The vulnerabilities exposed during the COVID-19 pandemic further emphasized the critical need for adequate funding.

Jo emphasises the necessity to challenge misconceptions surrounding indirect costs and advocates for a redefined evaluation of efficiency and effectiveness by funders. This paradigm shift demands courage and peer leadership within the sector, recognising the entrenched mental models ingrained in both funders and nonprofit organizations that need to be reshaped.

Despite the challenges, the Pay What It Takes movement is gaining momentum, offering optimism for a sector striving for genuine impact and change. The collaboration aims to redefine the philanthropic landscape in Australia, ensuring that organisations receive sufficient funding to effect lasting, impactful change.

Throughout her professional journey, Jo's commitment to social justice has been profoundly shaped by personal aspirations, life experiences, and the influence of her parents, particularly her mother. Her story serves as a compelling inspiration for those seeking to make a meaningful difference in the world of philanthropy.

Nick Laing joins us on Purposely Podcast to share his organisation's mission and his career journey from social worker to charity CEO. 

Nick shares his journey of coming out as a gay man during a time when societal acceptance was limited. This experience played a significant role in shaping his identity and influencing his approach to life. Nick's desire to make a positive impact led him to pursue a career centred around helping others. Fuelled by a deep motivation and a strong commitment to social justice, he pursued training as a social worker and seized the opportunity to join the local health authority. Over the course of nine years, Nick took on various roles within the organisation, culminating in his position as a team leader, where he began to explore his capabilities in management. 

In a pivotal move, Nick joined the New Zealand AIDS Foundation (now called the Burnett Foundation) as a general manager in April 2012. This relatively small nonprofit organisation aimed to combat the spread of HIV and provide support to individuals at risk of HIV and other sexual diseases. Nick's experience at the foundation further solidified his commitment to making a difference in the lives of vulnerable people. 

In April 2019, Nick assumed the role he holds today as CEO of Canteen Aotearoa, a cancer charity that offers psychosocial and practical support to young people aged 13 to 24 who are impacted by cancer. With approximately 4,200 young people affected by cancer in Aotearoa each year, Canteen plays a crucial role in providing much-needed support to both young people and their families. 

Nick's tenure as CEO has not been without its challenges. When he first joined Canteen, the charity had been on the brink of closure due to a lack of funds. Those leading the charity at that time implemented cost-cutting measures and then embarked on hiring a new CEO. Nick stepped in with the brief of rebuilding the core team and refocusing everyone on the mission of providing the very best support on a smaller budget. Despite these obstacles, Nick's leadership and dedication have allowed Canteen to thrive and continue its vital work. 

The COVID-19 pandemic presented a new set of challenges for Nick and his team. Raising funds, managing teams, and ensuring access to support for young people became even more difficult. However, Nick's ability to adapt and his team's resilience have enabled Canteen to overcome these obstacles. Nick references the charities close working relationship with Canteen Australia as crucial to their success. He also points to technology and the vital role it has played in maintaining connections and providing support during this challenging time. 

Thanks to their partnership with Canteen Australia, Nick’s been able to ensure that the charity can stand at the forefront of innovation, utilising cutting-edge technology to support young individuals diagnosed with cancer in New Zealand. An example of this is their Robots Project, which has revolutionised education for young people undergoing treatment. Through user-friendly Kubi robots, these individuals can attend classes, interact with teachers and classmates, and participate in discussions, all from their hospital rooms. This initiative ensures not only continuity in their education but also helps them stay connected to their school community. 

Nick Laing's leadership and commitment to supporting young people impacted by cancer have had a significant impact on the lives of rangatahi (young people) and their whānau (families). Through their support services and innovative initiatives like the Robots Project, Nick and his team have created a safe space where young individuals can find support and a sense of belonging. 

Canteen continues to make a difference in the lives of those affected by cancer, ensuring that no rangatahi faces this journey alone. 

Welcoming Philippa Charles, head of the Garfield Weston Foundation, to Purposely, where she shares their unique approach to funding as well as her personal journey of turning her back on a corporate career to lead a charitable foundation.

The Garfield Weston Foundation is not just any foundation; it has become one of the most generous and progressive family foundations in the UK. Since its inception in 1958, the foundation has donated close to a billion pounds to good causes in the UK, granting between seventy and hundred million pounds annually.

Despite the size and importance of the foundation's financial resources, Philippa Charles, its leader, is known for her accessibility, humility, and empathy. She is renowned for being a straight talker and has a desire to keep things simple.

The foundation was set up by the Weston Family to benefit from the proceeds of their successful businesses, which include well-known brands in the food industry. These brands range from high-end retail, such as Fortnum and Mason, to household staples like Tip Top Ice Cream in New Zealand.

To ensure the support of the voluntary sector and provide opportunities for success, 80% of the Weston Family's wealth was put into a trust called Whittington Investments. This decision meant billions of pounds were dedicated to benefiting the UK in perpetuity. 

Despite the significant amount of funding they provide, the foundation operates with a small team of eleven people although they have the support of the other Weston businesses. Their funding decisions are guided by their ethos rather than strict criteria, focusing on making the biggest impact in the short and long terms.

Twelve years ago, Philippa made the family charter public, which outlines their ethos of being flexible, responsive, and adapting to needs. This decision to openly share their charter with the Third Sector was seen as unique and transformative.

The foundation's decision-making process is informally guided by the Three C's: capacity, capability, and confidence. They consider an organisation's ability to deliver on their charitable mission, with confidence being a vital but often overlooked factor.

The themes that guide the foundation's grant-making are broad, covering areas such as arts and culture, education, environment, youth, heritage, welfare, and faith-based organizations. They fund both revenue and capital costs, including core and administrative expenses. The foundation takes pride in its hands-off approach, allowing the charities they support to decide how to spend the funds. The foundation strongly believes those closest to their communities are best suited to develop solutions and approaches to address those needs.

In addition to her role at the foundation, Philippa has held positions at Barclays Plc, Ernst & Young, and JM Consulting. She demonstrates her commitment to empowering women by serving as a Trustee of SmartWorks, an organization dedicated to helping women secure meaningful employment. She also oversees the Nominations Committee.

Overall, Philippa Charles and the Garfield Weston Foundation have made a significant impact in the UK through their unique approach to funding and their commitment to supporting the voluntary sector.

Eric Ressler is the co-founder of Cosmic, a creative agency working with ‘for purpose’ and mission driven organisations across the USA.

Eric and Cosmics journey, marked by a significant pivot from commercial and silicon valley startup clients to a commitment to empowering mission-driven organisations only.

Despite struggling at school, Eric Ressler has gone on to have a successful career driven by a passion for creativity in various forms, from music and stop-motion animation to videography and traditional art. Eric has also been willing to change with the times, innovate and stay relevant developing his expertise in digital media as demand for this increased. Eric's early design work began through freelancing and consulting work, primarily focusing on digital experiences, websites, and brand development.

Eric's freelancing endeavours gradually expanded, leading him to form his own design firm. The journey culminated in the birth of Cosmic in 2009, which initially thrived in the vibrant co-working space of NextSpace in Santa Cruz. The demand for their services grew, and the team expanded to meet the growing needs of clients, ranging from startups to established B2B and B2C brands.

During their initial years, Cosmic worked with a diverse clientele, including Silicon Valley startups, enterprise brands, and non-profits. While they were motivated by the projects they undertook, many of these engagements were profit-oriented and followed traditional business models.

The shift to purpose

Eric and his team at Cosmic began to reassess their mission and values. They realised that making a positive impact on the world did not solely depend on being a non-profit. Market-based and innovation-based approaches could be equally effective. This revelation prompted Cosmic to pivot towards a social impact-focused niche. They decided to deepen their expertise and experience in this sector and concentrate all their efforts on organisations with a mission to make a difference.

Today, Cosmic has firmly established itself as a Social Impact Creative Agency. Cosmic is committed to helping social impact organisations catalyse real-world change by perfecting their impact story, building brand awareness, and inspiring action.

Cosmics work centres on their self-published mission driven digital manifesto.

Central to this is the following beliefs

• build brand awareness
• organize a coalition of deeply impassioned supporters
• lead the conversation around the issues you care about most
• A digital-first model also allows you to:
• build organisational capacity
• break the starvation cycle
• create a sustainable revenue stream

Meet Maria English, the CEO of Impact Lab, a New Zealand-based organisation on a mission to make a positive impact in the lives of New Zealanders through their work with charities doing good work as well as funders. 

Ostensibly their work is focused on making investments work for communities and enabling people to lead the lives they choose. We explore Maria's remarkable career journey, to her first CEO role as boss of Impact Lab, and their unique approach to social value measurement.

Maria’s early career focused on academic achievement, earning a politics and philosophy degree at the renowned University of Cambridge and later an MBA at Stanford University. Utilising her studies Maria then joined Boston Consulting and experienced the pressures of being a business consultant and delivering value in the corporate world.

Maria’s move to the purpose led work she does now was activated by an experience she had helping ‘first nation’ communities in Australia. A life changing experienced which eventually led her back to New Zealand, her home, and the birthplace of Impact Lab.

Impact Lab is a family business of sorts, co-founded by Maria's father, Bill English, a former Prime Minister of New Zealand, and respected policy maker Emily Mason.

In 2019, Maria and her co-founders identified the need to understand, grow, and demonstrate the impact of frontline impact organisations and strategic funders. This realisation led to the development of Impact Lab's unique methodology and tools that connect social value measurement with decision-making. Their goal is to equip decision-makers with actionable information to enhance social impact.

Impact Lab employs the Social Return on Investment (SROI) model to measure impact. SROI compares the estimated social value of a program to its cost, quantifying the social impact in dollar terms that a program achieves for its participants over their lifetime.

As the CEO of Impact Lab, Maria faces daily challenges and continues to learn and adapt. Leading a small but impactful team and guiding the organisation toward growth has been a transformative experience for her especially considering her age and relative lack of experience.

Maria reflects on her passion for the work and points to the power of collaborating with remarkable charities and organisations and finding meaning and purpose in the work they do.

We talk about the challenges and benefits of working with her father within the same organisation its unique dynamics and she acknowledges the challenge of separating work from personal life and the importance of finding a balance.

Maria looks to the future of Impact Lab, with an aim of deepening its impact and building more connections within the sector to make data-driven decision-making a standard practice. Their goal is to see all investments in the community sector in New Zealand guided by data, leading to greater social impact and positive change.

Ren Fernando joins Purposely to share her journey as a co-founder, starting ReLove. ReLove might be considered an accidental charity, as Ren and her co-founder Ben Stammer didn't set out with the explicit intention to start a nonprofit organisation. However, as you'll hear, their mission was always to make a positive and long-lasting impact. The Australian-based charity are focused on creating homes for those in need while addressing the pressing issue of environmental waste. Since 2019, ReLove has been providing essential household items to vulnerable individuals, including survivors of domestic violence, people experiencing homelessness, and those seeking asylum. The charity's goal revolves around empowerment and sustainability, and their innovative approach has proven to be effective. The inception of ReLove was rather unexpected. Ren and Ben initially started a free running group called the "Run for Good Project," with the aim of blending fitness with social good. This project had no direct connection to what ReLove stands for today. In 2019, they organized an initiative to raise awareness about homelessness, shedding light on the challenges people face when searching for food and shelter. This early project laid the foundation for ReLove's core mission. In 2020, during the first wave of the COVID-19 pandemic, Ren and Ben took a significant step. They had already established a close relationship with the Women and Girls Emergency Centre, an organization assisting women experiencing homelessness and domestic violence. Witnessing the dire circumstances and recognizing the need for support, the duo took action, giving birth to the idea of ReLove. This unique approach empowers individuals as they transition into safe housing. The heart of ReLove's mission is the "ReLove Free Store," a 2000-square-meter warehouse designed to resemble a traditional shopping experience, with one crucial difference: everything is free. Ren and Ben work directly with clients who are on the verge of accessing safe housing, providing them with essential household items. This assistance helps them navigate the challenging transition into their new, independent lives. The belief behind this approach is that offering tangible support and a helping hand at this critical moment can make a significant difference. Ren and Ben's unintentional charity not only provides practical support to people in crisis but also exemplifies that a small idea, fueled by determination and compassion, can create profound positive change.

David Burland joins Purposely to share his valuable insights into the Hospice Movement and the broader charitable sector. We also delve into the roots of his purpose-driven career and his current role as an advisor.

David's journey in the charity sector began in the late '80s. His first role after university was organising business exhibitions and it was during this period that he saw a job opportunity at the Royal Star and Garter Home, an organisation his grandmother had once been a volunteer. This role marked his entry into the world of fundraising, and he was immediately captivated by the privilege of meeting veterans from the First and Second World Wars. David's experience at the home instilled in him a strong sense of purpose and he first experienced the joy one can get from making a positive difference.

David's career path eventually led him to Princess Alice Hospice in Esher, as Director of Marketing, fuelling his passion for hospices and the work they do to support people at the end of life along with their families.

Subsequently, David joined Help the Hospices, now known as Hospice UK, where he spent 13 successful years. He held roles as Director of Income Generation and later as Deputy CEO, allowing him to play a crucial role in engaging with member hospices across the nation.

In 2012, David took on the role of CEO at Shooting Star Chase, a children's hospice service formed through a merger. His tenure was marked by the following achievements, including the accreditation of both hospices as 'Outstanding' by the Care Quality Commission (CQC). Under his leadership, the hospice expanded its services, significantly enhancing support for children and families in need.

Today, David serves as a respected freelance consultant, collaborating with a diverse range of voluntary sector clients on multifaceted projects. His expertise encompasses various areas, including income generation, governance, and stakeholder management.

David's insights extend to the governance of charities, where he has observed the challenges faced by trustees, especially those who have excelled in other sectors and find themselves navigating leadership and HR issues. He emphasises that the traditional governance model, rooted in a 19th-century Victorian framework, faces immense pressure, especially in the context of large multinational organisations. The reliance on volunteer trustees, who often have additional responsibilities, is increasingly under scrutiny. The need for a more contemporary and adaptable approach to governance is evident, given the complexity and diversity of today's charitable landscape.

David's journey and perspective provide invaluable insights into the world of hospices and the charitable sector, shedding light on the challenges and transformations within the industry.

Lisa Gagliani MBE, the CEO of Independent Arts, has embarked on a remarkable career journey driven by a sense of purpose. Her professional path has evolved from an initial interest in the food industry to roles within the enterprise landscape, where she supported businesses, and eventually, she transitioned into leadership roles within non-profit organisations.

Throughout her career, Lisa has worn various hats, from leading prominent national charities to her current role as the leader of a small arts charity on the Isle of Wight. Renowned as a 'straight shooter,' she is deeply passionate about her work and takes pride in her versatile, hands-on approach to charity leadership.

Lisa's journey started with a dual-subject degree in home economics and philosophy of education, igniting her fervour for nutrition and education. She initially delved into the food industry, working for a health food company that placed a strong emphasis on nutritious products. Her zeal for promoting healthy eating and improving dietary choices played a pivotal role in shaping her professional journey.

During a period of her career, Lisa's role involved supporting Tupperware distributors, offering her invaluable insights into empowering small local businesses and the dynamics of franchising.

However, as her family's priorities shifted, she revaluated her career. No longer willing to spend extended periods away from home, she dedicated a fulfilling decade to working at the Kingston Chamber of Commerce. Throughout this period, Lisa's entrepreneurial spirit and ardent commitment to supporting businesses and enterprise became unmistakably evident.

A pivotal moment in her career unfolded when she joined Bright Ideas Trust, an organisation with a core focus on nurturing young entrepreneurs. Her impactful contributions significantly empowered disadvantaged youth, enabling them to venture into entrepreneurship and establish their businesses.

Lisa's commitment to the charity sector earned her an MBE (Member of the Order of the British Empire). The recognition highlighted her contributions, particularly her role in leading a charity that empowered disadvantaged young individuals to launch their enterprises. Although the charity, Bright Ideas Trust, is no longer in operation, its legacy remains indelible.

Reflecting on the unforgettable MBE award ceremony, Lisa recalls, "Receiving the MBE was a truly unexpected honour. In a brief one-on-one exchange, Her Majesty (the Queen) likened my work to what Prince Charles does, referencing the Prince's Trust and its support for small businesses. It was a delightful moment."

Subsequently, Lisa took on the role of CEO at the Childhood Trust, dedicating just over two years to London's child poverty charity. Her role was dedicated to alleviating the impact of poverty on children and young people in the capital.

Today, as the CEO of Independent Arts, Lisa continues her mission to empower vulnerable individuals and foster connections through the arts on a very local level on the Isle of Wight where she lives. Her primary focus, along with her team, revolves around enhancing well-being, reducing social isolation, and improving the overall quality of life.

Beyond her professional achievements, Lisa enjoys a fulfilling personal life, marked by marriage to a professional landscape painter and the pride of being a mother to two grown sons and two cherished small dogs.

Sir Stephen Bubbs remarkable journey from a union representative to a leading advocate for charity CEOs and their organisation's is a testament to his unwavering commitment to positive change and the sector. We explore his decades-long advocacy for the 'Third Sector,' his influential role in shaping government policies, and his latest mission to establish the world's first-ever Research Institute dedicated to charity at New College Oxford.

Championing the 'Third Sector': For decades, Sir Stephen fearlessly challenged authority and championed the cause of the charity sector. He shares anecdotes of standing up to the UK Prime Minister via a Minister when he believed that the government's actions were a smokescreen for funding cuts. With unwavering support from his board and the sector, Sir Stephen refused to back down from his criticisms, firmly believing in defending the sector's interests.

Sir Stephen's tenure as the Chief Executive of ACEVO (Association of Chief Executives of Voluntary Organisations) spanned fifteen influential years until 2016. In this role, he wielded significant influence in shaping government policies related to the third sector's involvement in delivering public services.

During his time at ACEVO, one significant challenge Sir Stephen faced was battling misconceptions about overhead costs in the charity sector. He emphasised the importance of core costs and reserves, underlining those successful charities, like any other organisations, require resources for effective governance and leadership.

Sir Stephen's mission extends beyond financial matters; he aims to change perceptions about charities. The stereotype of charities as small-scale, volunteer-driven entities is being challenged. Charities play a vital role in society, deserving serious academic attention.

Leaving ACEVO, Sir Stephen embarked on a new mission to launch a research institute for charity, what has become the Gradel Institute of Charity at New College Oxford, named after the investment leader Chris Gradel, co-founder of the successful Pacific Investment Group.

The Gradel Institute of Charity is set to be a pioneering institution on a global scale. Unlike many research centres focused primarily on philanthropy and giving, this institute places a unique emphasis on charities as organisations. It prioritises leadership, governance, and impact assessment—often overlooked but crucial elements for an organization's success.

Beyond Research: They aim to bridge the education gap by offering graduate and postgraduate programs, filling a void in academia. Sir Stephen believes that despite people's enthusiasm for charity work, there has been a lack of structured education to support their aspirations.

Sir Stephen's commitment to philanthropy and compassionate leadership shines through his diverse portfolio of roles. He chaired the Social Investment Business, the UK's largest social investor, and served as a trustee at the Helen and Douglas House Hospice, recognized as the world's first children's hospice.

National Influence: Sir Stephen's influence extends beyond the charitable sector. He played a pivotal role in shaping national policies, including reporting on choice and competition in the NHS for the Prime Minister in 2011. In 2014, his major report titled 'Winterbourne View – Time for Action' advocated for radical reforms in the care of individuals with learning disabilities. His national roles at TGWU, NUT, AMA, and his founding role at the National Lottery Charities Board further underscore his dedication to public service and advocacy.

Kate Brown, a prominent figure in corporate philanthropy, recently joined the Purposely Podcast to shed light on her career journey with Grosvenor. Her story is one of evolution, from commercial and sustainability-focused roles to her current position leading their community and charitable initiatives. Kate's unwavering commitment is dedicated to supporting young lives and addressing systemic challenges. Although most of her work for Grosvenor has been in the UK, she spent ten transformative years in Sydney, Australia.

Kate's role as the Westminster Foundation & Philanthropy Director places her at the helm of an independent organisation representing the charitable activities of The Duke of Westminster and Grosvenor businesses. Kate is well-positioned to fulfil their mission of supporting and empowering young people. The Foundation's central mission revolves around providing enduring, sustainable support and guidance to vulnerable individuals aged 0-25 and their families, equipping them with the skills needed for healthy lives.

While their primary focus is on Westminster, Chester, and rural communities in the UK, the Westminster Foundation extends its support to national organizations addressing long-term systemic challenges affecting children and young people. This dual approach ensures that the Foundation's impact is both localized and geared toward driving systemic change.

 The Westminster Foundation donates approximately £7 million per year (with increased contributions during the pandemic) to organisations focused on the needs of disadvantaged young people. Their approach is rooted in collaboration with the charities they support. Notable examples of organisations they have partnered with include Jamie’s Farm and Depaul UK.

Jamie’s Farm, situated in Box, Wiltshire, is a therapeutic farm that hosts groups of young people from inner cities. The immersive experience provided by Jamie’s Farm is focused on instigating positive changes in the perceptions, attitudes, and self-esteem of children and young people. On the other hand, Depaul UK, based in Westminster, empowers young people at risk of homelessness through emergency accommodation and prevention work in schools.

Beyond financial support, the Foundation seeks to boost partner organisations by providing access to valuable resources. Grosvenor's 'Fivefields' project is a prime example of this commitment, designed to create a flexible workspace tailored to the needs of charities and social impact organizations. Located in London's Victoria area, Fivefields aligns seamlessly with the Westminster Foundation's mission to uplift vulnerable young people.

Initiated by the Duke of Westminster, the Fivefields project combines Grosvenor's property expertise and resources with the Westminster Foundation's philanthropic leadership. The building will be managed by flexible workspace specialists x+why, a B Corp certified company.

Anticipated to open in Autumn 2023, Fivefields will provide a conducive environment for like-minded charities to collaborate, network, and grow.

Kate Brown looks ahead with enthusiasm and hope, committed to her role and leadership of the Westminster Foundation. She recognises the pressing issues that young people face and takes inspiration from impactful projects she can visit. Kate emphasises the inspiration she derives from the charities they partner with and support, reinforcing her dedication to nurturing young lives through corporate philanthropy.

‘Seeing the world through the eyes of children is so powerful be that my own children or the children we support through the (work) of the foundation’

Leading the English Family Foundation and serving as the Chairperson of Action Aid Australia, Belinda Morrissey emerges as a dynamic force for positive transformation in a world characterized by persistent economic disparities and looming environmental challenges. Her unwavering belief in the capacity of social enterprise to forge a fair, inclusive, and sustainable economy underscores her inspiring journey through investment, corporate purpose, and her current philanthropic focus on social enterprise.

The English Family Foundation, established in 2010 thanks to the generosity of Allan and Tessa English, stands at the crossroads of business success and social responsibility. The foundation's inception stemmed from the benevolent act of donating half of the family's shareholding in Silver Chef Limited, a company founded by Allan in 1986. Silver Chef, an ASX-listed B Corp accredited firm, held a central mission of providing equipment funding for the hospitality industry in Australia, New Zealand, and Canada. This unique fusion of commercial success and unwavering commitment to social welfare laid the cornerstone for Belinda's subsequent endeavours.

Belinda assumed her role at the English Family Foundation in 2013, bringing with her a wealth of experience from diverse philanthropic roles and a steadfast dedication to furthering education, particularly in philanthropy and social enterprise. Over the past decade, her journey in the philanthropic and purpose-driven sectors has been defined by an unwavering commitment to driving positive social change.

Prior to embarking on her philanthropic path, Belinda cultivated a distinguished career in investment management spanning three continents. Armed with a Bachelor of Arts in economics and postgraduate qualifications in philanthropy, applied investment, and financial accounting, she was well-equipped to embark on her new mission.

One of Belinda's most noteworthy achievements lies in her leadership of systems-wide initiatives, with the Social Enterprise National Strategy (SENS) being a standout example. This groundbreaking initiative aims to cultivate an environment conducive to the flourishing of social enterprises, enabling them to address societal issues with greater efficacy. Belinda envisions an ecosystem in which social enterprises receive the "right capital at the right time," thus ensuring their growth and impact.

Belinda ardently champions ‘engaged philanthropy’ in Australia, advocating for collaboration between philanthropic organizations and the social enterprise sector. It’s clear that communities are confronting significant challenges. Traditional philanthropy of ‘cheque-writing’ is insufficient to solve the problems we face. Instead, she encourages us to consider what might be possible if we contributed our intellectual and social capital alongside our financial resources; if we pooled charitable contributions from multiple sources to provide more substantial grants to organisations leading social change.

Her commitment to this concept is manifest in her diverse board positions. She serves as Chair of ActionAid Australia and holds a position on the Board of Scaling Impact. Through these roles, she actively contributes to the development of strategiesthat drive social change on a larger scale.

Belinda demonstrates that by harnessing the potential of social enterprises and fostering collaboration between philanthropy and purpose-driven organisations, we can indeed create a more just, inclusive, and sustainable economy thatleaves no one behind. Through her visionary leadership and unwavering dedication, Belinda Morrissey illuminates the path toward a brighter future for all of us.

Paul Streets OBE, CEO of Lloyds Bank Foundation, leads a corporate foundation that represents a modern approach to purpose-driven initiatives. In the UK, there are over 100 corporate foundations, each unique in size, income generation methods, and impact strategies. In England and Wales, corporate foundations function as independent charities with their own boards and staff, registered with the Charity Commission, following a similar model worldwide.

Traditionally, corporate foundations were primarily seen as vehicles for corporate giving and employee volunteering. However, today's corporate foundations operate independently and prioritise addressing critical societal issues, even if they don't align entirely with the corporate entity's goals. Corporate foundations are guided by need, supported by research, and staffed by professionals who deeply understand the causes they support, resulting in ambitious, innovative, and cutting-edge approaches to making a difference.

One of the largest corporate foundation, Lloyds Bank Foundation, has a history nearing four decades, annually donating more than £20 million to charitable causes in England and Wales. Despite its affiliation with the founding FTSE 100 company, it operates with its own distinct purpose, organisational structure, independent board, and executive team. These elements drive its grant-making activities, fulfilling its mission to assist small, local charities, individuals, and communities.

Paul Streets OBE, CEO of Lloyds Bank Foundation, joins Purposely Podcast to share his journey across various sectors, from the voluntary and public sectors to international development, human rights, professional and service regulation, and health and social care. His diverse experiences include leadership roles at organisations like Diabetes UK, the Health Development Agency, and the Postgraduate Medical Education and Training Board. He also holds an Honorary Visiting Professorship at Cass Business School, City University of London, and serves as a Member of the BBC Appeals Advisory Committee. With four degrees and an OBE for his services to people with diabetes, Paul's commitment to social impact is evident.

Under Paul's leadership, Lloyds Bank Foundation is dedicated to partnering with small grassroots charities and collaborating with local organisations and communities. This collaborative approach ensures that individuals facing complex challenges receive the necessary support and opportunities to overcome them.

At the core of their work is a focus on the needs and aspirations of the people they aim to assist. Their strategy revolves around strengthening small and local charities, advocating for a better future, and supporting community growth. They achieve this through unrestricted funding, organisational development support, and policy advocacy, empowering small charities, fostering resilient communities, and helping individuals transform their lives.

Tracy Clark, CEO of Young Gloucestershire (YG), has joined Purposely to share her remarkable journey in non-profit leadership and her organisation's mission to empower young people throughout the county to realise their full potential.

Tracy is an inspiring and purpose-driven leader, embodying the ideal qualities of a charitable leadership including empathy, lived experience, a commitment to growth, both personally and as a leader. She places a strong emphasis on valuing and respecting young individuals and their unique challenges. Tracy takes pride in her ability to deeply understand the issues faced by the individuals her charity serves.

What stands out is Tracy's ability to connect with people from all walks of life. She navigates comfortably when dealing with government officials, business leaders, boards of trustees, or high-net-worth donors in the more affluent areas of the county.

Tracy's distinctive background and life experiences make her the perfect candidate to lead a grassroots charity, a role she has successfully filled for over a decade. Despite numerous challenges, including funding shortages, a rising cost of living, and the global pandemic that has exacerbated mental health issues among young people, she continues to lead YG with unwavering energy. Her effectiveness in this role was so remarkable that she was entrusted with a second role as the part-time CEO of Infobuzz, another local charity focused on transforming lives.

Young Gloucestershire was established following the merger of two youth groups in the 1940s. For over eighty years, it has been inspiring young people in both rural and urban settings, including cities, towns, and villages.

Tracy humbly deflects the claim that she is the ideal charity leader, instead emphasising her focus on aiding young people facing the most significant life challenges—those stemming from socio-economic issues, psychological abuse, or neglect. These are young individuals often living on the fringes of society, brimming with potential but uncertain about how they can contribute to society or lead fulfilled, purposeful lives. YG achieves this through a range of services, either provided directly or on behalf of other organisations like the Prince's Trust, where they offer a 12-week engagement program for young individuals not engaged in education, employment, or training, helping them discover motivation and become the best versions of themselves.

Many of the young people they assist come from tumultuous home environments, are caregivers for family members, or are grappling with mental health challenges. Young people turn to YG for support, and the organization assists them in practical ways, helping them build the confidence and skills necessary to reorient their lives toward gainful employment, education, or training.

Introducing Angus Crowther and Neil Pharaoh, Co-founders of Tanck, a consultancy firm transforming government engagement and advocacy for purpose-led organisations. Tanck's mission is to empower purpose-led organisations by providing the know-how and the strategy for impactful government engagement. The is B Corp certified consultancy firm is on a mission to level the playing field by countering the influence of lobbyists and private interests that often shape policy decisions. United by their shared dedication to positive change, Angus Crowther and Neil Pharaoh are reshaping the dynamics of government engagement for purpose-led organisations. In a world grappling with urgent environmental crises and profound social issues, the role of charities and purpose-led organisations has become unparalleled. These entities champion the voices of stakeholders who often lack direct avenues to connect with policymakers and governments. Effective government engagement bridges the gap between their aspirations and the decisions that shape our society. Embedded within social purpose organisations is an innate commitment to democracy's preservation and promotion. Their work not only confronts critical social challenges but also empowers the public with accessible information, facilitating informed decisions and tangible actions. The charity sector assumes a pivotal role by holding both public and private sectors accountable, ensuring that policies align with broader societal interests. Angus Crowther brings a unique perspective rooted in his background as a policy and political advisor. His diverse portfolio spans vital sectors, showcasing versatility and deep comprehension of societal complexities. Beyond politics, Angus is a passionate advocate for the LGBTIQ+ community, aligning his personal journey with professional ambitions, driving his commitment to meaningful societal shifts. Equally passionate, co-founder Neil Pharaoh drives government engagement and advocacy. With an extensive background spanning social purpose, government, public policy, and advocacy, Neil's leadership roles position him as a catalyst for transformative change. His efforts span crucial domains, including child welfare, education, refugee support, and LGBTIQ+ issues. Neil's influence extends beyond campaigns, notably within the LGBTIQ+ philanthropic group GiveOUT and his contributions to legislative reforms. His pivotal role in founding Tanck in 2021 underscores his dedication to positive transformation. As Tanck continues to empower organisations dedicated to societal transformation, the combined legacies of Angus and Neil resonate. They hope their commitment will reshape how purpose-led organisations interact with governments, paving a path toward a promising future defined by positive change.

Stephanie Pow, the founder and CEO of Crayon, joins the Purposely to share her mission and her remarkable career journey. At the heart of Crayon, a groundbreaking online platform, lies a  commitment: empowering parents to seize financial success. Stephanie, an accomplished Harvard graduate and former stockbroker, embarked on this transformative journey fuelled by her own parental experiences.

Despite working in the finance industry, Stephanie was confronted unforeseen economic questions when she became a parent, ones she wasn’t prepared to answer. At the same time she realised that countless parents grappled with similar unanticipated financial challenges. This recognition, especially prevalent in her home base of New Zealand, exposed the pivotal role finances play in parents' pivotal decisions. Strikingly, a staggering 70% of mothers compromise their desired parental leave due to financial constraints. Fathers, sharing aspirations of extended parental leave, often curtail their plans due to economic pressures. This glaring reality underscored the urgency for a solution that could furnish parents with the tools to effectively navigate these intricacies.

Crayon's impact-driven mission takes concrete form through three pivotal pillars:

1. Parental Leave Policy Transparency: Crayon unveiled the New Zealand Parental Leave Register—a one-of-a-kind resource spotlighting the parental leave policies of over 220 employers. This innovative platform emboldens parents to make well-informed career and family decisions, erasing awkwardness during interviews or discussions with employers.

2. Financial Baby Prep Program: Acknowledging the dearth of financial readiness among new parents, Crayon unveiled a comprehensive financial baby prep program. This financial antenatal class empowers parents with insights and tools crucial to navigating the intricate financial landscapes accompanying parenthood.

3. Free Resources and Tools: Crayon's website is a treasure trove of complimentary resources and tools catering to various financial facets of parenting.

Stephanie's journey into entrepreneurship wasn't a linear trajectory. Initially she focused her efforts purely on investment solutions, she adroitly shifted her focus towards aiding parents in cultivating deliberate financial strategies during life's pivotal moments. Stephanie astutely identified that moments like parenthood prompt individuals to evaluate their financial standing with greater depth.

Stephanie's purpose-driven approach is influenced by her family. Her late mother's community-centric spirit and her father's unwavering ethics kindled a sense of responsibility and contribution. Her grandparents also, particularly her enterprising grandfather, who surmounted adversity, ignited Stephanie's willingness to be a risk-taking at the same time embrace integrity and purpose.

Looking into Crayon's future, Stephanie envisions a global reach for its influence. Expansion is on the horizon, and she underscores the importance of deploying localised, impactful solutions. Crayon's grand mission is to provide comprehensive financial guidance, ensuring accessibility for all, regardless of their financial background or status.

Stephanie Pow's narrative stands as a testament to the monumental potential achieved when personal purpose harmonises with community-focused entrepreneurship and innovation. As she navigates the complex terrain of parenting and finances, her journey provides inspiration for all those seeking to transform their purpose into real-world change.