Arts Funder Network. June 2017

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Lydia Thompson
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1 Arts Funder Network June 2017

2 ARTS FUNDER NETWORK Monday 19 June at 2.00pm MFCo Melbourne Concierge Lounge, Ground Floor, 171 Collins Street T MFCo Sydney Suite 1, Level 30, 9 Castlereagh Street T Dial in details T Pin (see note page 2) Chair Melbourne Simon Lewis Co-hosted nationally by the Myer Family Company (MFCo) & Philanthropy Australia (PA) Melbourne Sydney By phone Patricia Burke (PA) Angela Band (PA) Sue Fisher (PA) Krystian Seibert (PA) Jenna Liang (PA) Simon Lewis (MFCo) Michelle Gortan (MFCo) Presenters Melbourne Simon Lewis (MFCo - Head of Philanthropy) Fiona Menzies (Creative Partnerships Australia - Chief Executive Officer) Dr Squirrel Main (Ian Potter Foundation - Research & Evaluation Manager) Louise Arkles (Ian Potter Foundation - Program Manager - Arts & Environment) Krystian Seibert (PA - Manager - Advocacy & Insight) Patricia Burke (PA - State Manager - Victoria & Tasmania) Lin Bender AM (Helen Macpherson Smith Trust - Chief Executive Officer) Attendees Melbourne Sydney Ali Limb Terry Wu Tony Berg Debbie Dadon Rebecca Chew James Logie-Smith Debra Morgan Roger Salkeld Ann Johnson Kate Shelmerdine Sandy Shaw Louise Doyle Sarah Buckley Mairead Phillips Vedran Drakulic Matthew Morse Neal Harvey 1

3 ARTS FUNDER NETWORK Monday 19 June at 2.00pm MFCo Melbourne Concierge Lounge, Ground Floor, 171 Collins Street T MFCo Sydney Suite 1, Level 30, 9 Castlereagh Street T Dial in details T Pin (see note page 2) Agenda No. Time Item Presenter pm 2.10pm Welcome Acknowledgement to country Attendee introductions Simon Lewis pm 2.25pm Minutes and actions of last meeting Emerging purpose and objectives of Arts Funder Network pm 2.45pm Overview of May 2017 Federal Budget CPA comment followed by discussion pm 3.35pm Ian Potter Foundation: The Art of Evaluation Presentation followed by discussion pm 4.05pm Arts Sector Taxonomy and Foundation Maps Australia Overview of framework Example of HMS Trust Followed by discussion pm 4.15pm Arts Funders Network Co-funding & Collaboration tools Simon Lewis Fiona Menzies Dr Squirrel Main Louise Arkles Krystian Seibert Lin Bender AM Patricia Burke pm 4.30pm Any other business, and meeting close Simon Lewis Note for all parties using dial in facilities: Dial into Listen to the automated voice prompt Key in followed by the # (hash) key. If you require operator assistance during the conference call press the (star) key followed by the 0 (zero) key. 2

Kate Shelmerdine Anke Timm Simon Lewis (MFCo) Michelle Gortan (MFCo) Debra Morgan (MFCo) Roger Salkeld Neal Harvey Roland Gridiger Deirdre Jackson Ruth Johnstone Fiona Menzies (CPA) Julia Ritchie

4 ARTS FUNDER GROUP Monday, 10 October 2016 at 2.00pm MFCo, Ground Floor, 171 Collins Street, Melbourne Attendees MELBOURNE SYDNEY BY PHONE Rupert Myer AO (Presenter) Tony Berg Sam Jorgensen Nicole Beyer (Presenter) Julian Knights Sue Fisher (PA) Kate Shelmerdine Anke Timm Simon Lewis (MFCo) Michelle Gortan (MFCo) Debra Morgan (MFCo) Roger Salkeld Neal Harvey Roland Gridiger Deirdre Jackson Ruth Johnstone Fiona Menzies (CPA) Julia Ritchie Matthew Morse (CPA) Sandy Shaw Teresa Zolnierkiewicz Pat Burke (PA) Vedran Drakulic Jill Reichstein Sarah Davies (PA) Louise Doyle Background With the current fiscal pressures on state and federal governments, the arts sector, along with other parts of the not for profit sector, is experiencing a changing funding environment. If we believe that philanthropy shouldn t replace government core funding, what is philanthropy s role in this changing funding landscape? Are we adequately equipped to make informed funding decisions? Do we need to change our funding strategies in response to the changes? A group of arts philanthropists and sector representatives attended a group discussion of these issues. Following is a summary of the discussion, and some proposed next steps.

5 Discussion Nicole Beyer, Director of Theatre Network Australia provided a chronological overview of arts budget changes in 2015/16 (see Attachment 1, page 3). Nicole provided her thoughts on key learnings, including: The largest impact was seen on the small to medium organisations; The sector needs to get better at collecting data and evaluation; Need capacity building support; There is strong support for the Australia Council, which prior to the recent changes, had undertaken a consultative review; Need to increase collaboration; The sector needs to be better at governance; We need more flexible ways of funding individuals, rather than them having to set up companies; Need audience development/renewal; and There is an opportunity for sharing online platforms and backend services. Rupert Myer spoke about the need for conversation about the linkage of philanthropic giving and government giving, and the need acknowledge the complexity and depth of the sector. Rupert provided his views on the five layers of government, being Commonwealth; state and territory; local; capital city government; and supranational organisations (eg. UNESCO). He noted that philanthropy needs to be cognisant of all these levels of government, and that government doesn t create culture, but they do facilitate and invest in culture. Key themes that emerged in the broader discussion were: 1. Arts organisations need support for capacity building and governance. 2. There are opportunities for a funder group/funder collective to pool arts projects in need of support (discussion of clearing houses and organisations worthy of receipt of funding through the Australia Council that did not necessarily receive support). 3. Technology platforms provide an opportunity for better connections, both for philanthropists connecting to the arts sector, and for the arts sector to consolidate back end resources. 4. The next generation s engagement in the arts and arts funding. Next steps Two interactive half-day workshops in 2017, topics being: 1. Capacity building and governance what is needed; how can philanthropy support initiatives etc. 2. New models examples from other funders; case studies; presentation from Cathy Hunt. Two more passive sessions - presentations on relevant topics in Melbourne and Sydney, followed by facilitated Q & A. 2

6 Attachment 1 Arts Budget Changes 2015/16 Chronological Overview Sector Perspectivel Nicole Beyer, Theatre Network Australia Early 2015 Australia Council's new Strategic Plan begins to roll out. Expressions of Interest by organisations applying for 6 year funding are received December 2014 and assessed in early Feedback is given to organisations. 5 May 2015 Former Federal Arts Minister George Brandis uses $104.8 million from the Australia Council to start National Program for Excellence in the Arts a program within the Ministry. It is not new for the Ministry to fund the arts, historically it has funded many programs and specific initiatives. The difference was using funds from existing programs at the Australia Council. The 28 major performing arts organisations are not impacted by these cuts directly, because of the way they are funded. No consultation with the sector or with the Australia Council was undertaken. May 2015 The sector responded immediately setting up a petition, social media, and convening rallies or actions in most states and territories in Melbourne this was a dance action on the forecourt of ACCA. Media coverage is high. We also convened a meeting with the opposition leader Bill Shorten and Shadow Arts Minister Mark Dreyfus. We called on them to support a Senate Inquiry. The major performing arts organisations were fearful of speaking out. ft June 16th June 17th July Late July ArtsPeak officially called for a Senate Inquiry. Media coverage remains high. Labor and the Greens proposed the motion in the Senate and were supported by all crossbenchers. Senate submissions closed, and over 2700 submissions were received. As Senator Ludlam (Greens) noted, less than a dozen submissions supported the changes. The Australia Council released its revised program offering 4 year funding for organisations instead of 6, and reducing the number of grants rounds and the pool of funding available. Initiatives were also reduced. $18million per year savings need to be found. A funding round is cancelled. Many tours and projects are postponed or cancelled. 5th August Senate hearings begin (in Melbourne). 8 hearings were held around Australia from 5 th August to 23rd November. Again extensive media coverage supported the sector's concerns. 14" September 3rd October 6th November 19th November Malcolm Turnbull won a leadership challenge against Tony Abbott, and replaced George Brandis with Mitch Fifield. Meeting of Cultural Ministers held in Mildura the sector briefed our respective state and territory ministers and bureaucrats, in particular about what the proportional loss of funded organisations would be in each state. A national arts sector meeting in Sydney heard from Arts Minister Fifield, Shadow Arts Minister Dreyfus, and arts spokesperson for the Greens Adam Bandt. At an ArtsPeak meeting with Fifield prior to the gathering, we urged the Minister to return the funds. Fifield returned $32million of the $105, and changed the NPEA to Catalyst the key change being a reduction in funding, a greater focus on the small to medium sector, and allowing individuals to apply (as part of an auspiced group). 1 This is a rough overview and hasn't been proofed. Not for publication. 1

7 23rd November Feb 2016 May 2016 Final Senate Inquiry hearing in Canberra. The hearings overwhelming heard support for the Australia Council and its peer assessment processes; evidence that there was no consultation or demonstrated need for the changes; evidence that the impacts would be devastating for the whole sector. 13 recommendations were given in total in the final Senate Inquiry Report (192 pages). The first two are respectively: to develop a comprehensive arts policy and to restore the funding to the Australia Council in full. A dissenting report by the government members of the committee (6 pages) rejects most of those recommendations. First Catalyst grants were announced. Only 3 are announced, the remaining 75 are not announced until May (2 months after projects were due to start). 80% of recipients have received Australia Council grants in the past. 4 year funding for organisations is announced. 128 organisations are funded out of 262 that applied. A further 23 organisations lost recurrent funding beyond the Key Organisation pool: Youth Theatre annual funding, MAPS, Program Presenter, Creative Communities, and programs such as ArtStart and International Touring. 8 June 2016 ArtsPeak ran the Arts Election Debate with Fifield, Dreyfus and Bandt, and the arts were on the election agenda in a way that had not previously happened. Labor's Arts Policy was announced by Bill Shorten himself, here in Melbourne, just days ahead of the debate, promising restoring the money in full and increasing the Australian Council's funding, and returning most of the funding cut to the ABC. 2 July, 2016 Federal Election LNP re-elected. Fifield meets with artists and companies across Australia. October 2016 Catalyst grants due to start October ft (from June round) still not announced. $23million has been committed with only $25million left for the remaining 3 years. 5th October, 2016 November onwards Daily Review publishes an article stating that the Minister is set to return all Catalyst funding to the Australia Council. ArtsPeak continues to advocate for the return of the funding to the Australia Council. Various arts leaders are planning to develop a non-partisan, sector owned arts policy/vision. Useful Links: Senate Inquiry into the impact of the 2014/2015 Budget Changes Business/Committees/Senate/Legal and Constitutional Affai rs/arts Funding Example of Media Coverage Sector Response to Budget changes Australia Council Media Release responding to Budget Measures Catalyst Arts and Culture Fund ArtsPeak's National Arts Election Debate 2

8 Presentation by Squirrel Main & Louise Arkles PA Arts Funders Group 19 June 2017

9 Key learning 1: Multiyear grants perform better % 86% % % 80% % 76% % % 70% 2.9 Single year Multiyear Average of Overall rating Average of Average KPI 76% 86% Avg Long-term outcomes 75% 79% 68%

10 Key learning 2: Larger awards enable grantees to complete a larger proportion of their plans 100% 93% 90% 84% 80% 73% 75% 70% Percent of KPIs (goals) achieved 60% 50% 40% 30% 20% 10% 0% $20,000 and under $20,001-$49,999 $50,000-$99,999 $100,000 and over Grant amount

11 Key learning 3: All disciplines had good short-term goal achievement (between 70-83%)

12 Key learning 4: Leverage varies by geography

13 Key learning 5: Developing capacity (of the sector, organisations and of individuals) has strong overall ratings

14 Foundation Maps Australia Addressing the Data Deficit in Australian Philanthropy Krystian Seibert Advocacy & Insight Manager, Philanthropy Australia

15 The Data Deficit We know more about where US foundations give in Australia than we do about Australian foundations! That s because the US based Foundation Center obtains, processes and makes available this data on the Foundation Maps platform

16 The Data Deficit

17 The Data Deficit

18 Addressing The Data Deficit Thanks to the support of Perpetual, the Ian Potter Foundation and Gandel Philanthropy, we re going to address this data deficit We re commencing a project to work with the Foundation Center and our Members to build Foundation Maps Australia It will use the Foundation Maps platform to provide information about the activities of Australian foundations including grant level data as well as trends in cause areas We can t get this data from regulators (like in the US) so we ll be relying on our Members to provide it Why bother? Because will improve collaboration, coordination and show the impact of philanthropy in our community

19 The Power of Foundation Maps

20 The Power of Foundation Maps

21 The Power of Foundation Maps

22 The Power of Foundation Maps

23 The Power of Foundation Maps

24 Sharing Data From August, we ll be asking our Members to provide their grant level data for the first iteration of Foundation Maps Australia There will be plenty of time to submit data up until December The launch of Foundation Maps Australia will be in late February or March 2018, and will be accompanied by training and assistance Data will be provided by Excel spreadsheet there is some work associated with it, but it will be worth it Philanthropy Australia will also engage with grants management software providers to see if the process can be made easier

25 Sharing Data

26 Any Questions? My contact details Phone (03)

27 Disclaimer The information contained in this document is given in good faith and has been derived from sources believed to be accurate and current at the date of compilation. The views or opinions expressed in the presentation do not necessarily reflect those of The Myer Family Company Ltd ( MFCo ) (ABN ) (AFS Licence number ). The presentation is for general information purposes and may contain some general advice. This means that individual objectives, financial situations and needs have not been considered. Before making a decision based on information in the presentation you should consider the appropriateness of that information with regard to your objectives, financial situation and needs. To the maximum extent permitted by law, MFCo, its officers, employees and agents disclaim all liability and responsibility for any direct or indirect loss or damage which may be suffered by any person through relying on anything contained in or omitted from this document. The Myer Family Company Ltd AFSL No ABN Brisbane Level Mary Street Brisbane QLD 4000 GPO Box 333 Brisbane QLD 4001 T Melbourne Ground Floor 171 Collins Street Melbourne VIC 3000 T Perth Suite 12, Level 1 40 St Quentin Avenue Claremont WA 6010 PO Box 307 Claremont WA 6910 T Sydney Level 30 9 Castlereagh Street Sydney NSW 2000 GPO Box 1462 Sydney NSW 2001 T

2016 Federal Election: Report Card Legend: = committed; partially committed; x = not committed; * = LPA priority Total new funding for the arts

2016 Federal Election: Report Card Legend: = committed; partially committed; = not committed; * = LPA priority Total new funding for the arts 1. Safeguard sustainability of the live performance industry