Issue 2/2013Australia and New Zealand

Our winners all share common strengths: perseverance, passion and pragmatism and we profile them below:

Fundraiser of the Year Award – Jed RichardsJed is an Associate Director in Macquarie’s Adelaide office. He works with Variety South Australia, which assists local children who are sick, disadvantaged or have special needs to live, laugh and learn. Jed has raised more than $150,000 for Variety SA and for the past five years has also helped organise the Variety SA Adventure TV documentary, which features a group of people trekking across South Australia. Jed has also fundraised for a number of other organisations including Community Living Project, Tutti, Aboriginal Heritage Project and COMIC (Children of Mentally Ill Consumers).

Volunteer of the Year Award – Jiri ZrustJiri is a Division Director in Macquarie’s London office. He works with the Duke of Edinburgh (DofE) Awards in the Czech Republic, an educational and

Perseverance, passion and pragmatism play their part

leadership program for young people of all backgrounds. Jiri has been involved in developing the strategy of the DofE International Award in the Czech Republic for the past five years. He joined the Board of Trustees in 2010 and in 2012 became the Chairman of the Board. He has engaged six new long-term business partners to support the program financially, helped develop a program for young offenders and disabled children, fundraised more than £450,000 and orchestrated an official visit from the Earl and Countess of Wessex to the Czech Republic to show their support of the DofE Award.

Pro Bono Adviser of the Year Award – Community Resourcing (CoRe) program, LondonTwelve staff in Macquarie’s London office provided a range of professional skills to four local charities: Help on Your Doorstep (welfare organisation providing advice to local residents); Saturday Night Project (youth project); All Change Arts (local arts and education initiative) and Cubitt Gallery (gallery and workshop space for local artists). Staff met for two

The Macquarie Group Foundation was very pleased to announce the 2013 winners of the annual Macquarie Staff in the Community Awards recently. The awards provide an insight into the incredible array of talent, passion and commitment Macquarie staff contribute to a range of community organisations.

hours each week on average plus spent time on conference calls and emails to work on specific projects.

Team of the Year Award – Aid Asia Initiative Australia, SydneyBanking and Financial Services staff member Vi Nguyen formed Aid Asia Initiative Australia in 2012, and 10 of her colleagues joined her efforts to improve the quality of life of poor communities in Vietnam. This has included developing a strategy, vision, business plan, procedures, evaluation framework and governance structure, as well as fundraising and IT assistance.

Office of the Year Award – Vancouver office (119 staff)During the year, Vancouver staff contributed over 2,300 hours to their local community via 43 different activities that involved the majority of the office, many of which were ongoing and were fairly evenly distributed across volunteering, fundraising, pro bono and board service.

Macquarie in the community

Macquarie Vancouver staff participating in a Variety charity event for children with special needs.

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Foundation newsStaff in the Community 2013 AwardsIn this edition, we feature the impressive efforts of Macquarie’s Staff in the Community Award winners and highly commended recipients. To recognise their commitment, Macquarie has made direct donations to the charities our winning staff support. The volunteer, fundraising and pro bono category winners each receive a $A10,000 donation to their charity while the winning team’s charity receives $A5,000. The winning office receives $A20,000 to donate to its nominated charity and Highly Commended recipients receive $A2,000.

We congratulate all our award recipients for their important contributions.

New grant partnersThe Board of Macquarie Group Foundation receives many applications for funding each year. At our most recent Board meeting, grants for several charities were approved. These included:

• Asha Community Health and Development Society, which works with slum residents in Delhi, India providing support, education and healthcare. Macquarie is funding an Asha project to increase the number of young people born in the slums to attend college and provide an internship program.

• Carter Burden Center for the Aging in New York, which provides a range of services to more than 10,000

people aged 60 and older each year. Macquarie is funding the Carter Burden Gallery, which is hosting an ‘Art of Aging’ project featuring the art and artists who built the contemporary art movement in New York City.

• MS Research Australia, the research arm of MS Australia. Macquarie is partnering with MS Angels, groups of business women around Australia who come together to co-fund research into multiple sclerosis.

• The Prince’s Trust, the UK’s leading charity for young people. Macquarie is continuing to fund the Prince’s Trust Macquarie Youth Index, a report providing key indications on the wellbeing of UK youth, directing the provision and funding of services to those considered hard to reach.

• The Song Room, which delivers arts-based programs to disadvantaged schools across Australia. Macquarie is funding online content development of the organisation’s programs to create a national digital arts hub for school students.

• Women’s Community Shelters, which provides short term emergency accommodation and support for homeless women to help rebuild their lives. Macquarie is funding the development of policy manuals that will enable the development of a network of shelters on a social franchise basis.

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Highly commended

fundraisers• Matt Nacard, Sydney:

KidsXpress, Batyr, The Aspiration Initiative

• Mike Siggs, Vancouver: Ride to Conquer Cancer, Canadian Tire Jumpstart, and Hockey Helps the Homeless

• Giles Heyring, Hong Kong: Movember

Highly commended

volunteers• Sean Kelly, Sydney:

Exsight Tandems

• Donna Johnson and Keith Bekker, Calgary: Rotary Club

• William Demas, New York: New York Needs You

Highly commended

pro bono advisers• Nick Browne, Melbourne:

Skin and Cancer Foundation of Australia

• Russell Lazaruk, Victoria (Canada): Camosun College, Duke of Edinburgh’s Award Society, Garth Homer Society and Rotary Club

• Six Human Resources staff, New York: workshops with a variety of not-for-profits

Highly commended

teams• Sixteen New York staff:

Leukemia and Lymphoma Society

• Fourteen Gurgaon staff: Asha Community Health and Development Society

• Seven Cape Town staff: Chapel Street Primary School

• Three Hong Kong staff: Po Leung Kuk

Highly commended

offices• Macquarie’s London office contributed

5,000+ hours through 63 individual and team entries

• Macquarie’s New York office contributed 3,700+ hours through 61 individual and team entries

• Macquarie’s Detroit office contributed 556 hours through 22 individual and team entries

Richard Sheppard, Macquarie Group Foundation Chair

Lisa George, Macquarie Group Foundation Global Head

Winners of M

acquarie’s Team of the Year A

ward 2012/13: A

id Asia Initiative.

From left: M

acquarie Group Foundation head Lisa G

eorge, Aid A

sia volunteers Tony C

orcoran, Alison Thornburn, V

i Nguyen, K

hoa Nguyen, K

inchan Cepillo,

Katherine Le, and M

acquarie Group C

EO

Nicholas M

oore.

Macquarie penfriends in letter swapBefore Skype, before email, before the telephone even, writing letters was a communication art form. Macquarie’s Melbourne staff have recently rediscovered the pleasures of putting pen to paper for children through a ‘Literacy Buddies’ program.

Run by the Ardoch Youth Foundation, the program aims to improve children’s writing and social development skills by pairing business people with Year 3 and 4 students who write letters to each other once a month. In so doing, children from disadvantaged backgrounds also connect to positive working role models for additional educational engagement.

Macquarie staff plan to visit Seaford Park School in July to meet their penfriends in person and the children will reciprocate with a visit to Macquarie’s Melbourne offices at the end of the year.

Macquarie’s 10-year support for 20/Twenty ChallengeTen years ago, former Macquarie Group Executive Director James Hodgkinson - inspired by his nephew Alex - decided to raise funds to improve life for people with cerebral palsy. Together with his friend Ross Ellice-Flint, he established the 20/Twenty Challenge, where teams of people could swim, walk and kayak along Sydney’s northern beaches as part of a fun and athletic fundraising challenge.

The Challenge has grown to be phenomenally successful over the last decade, with the Macquarie Group Foundation the principal supporter of the event. Together with Macquarie staff and the community, well over $4 million has been raised, enabling more than 2,000 items of life-changing equipment to be provided to children with cerebral palsy and their families. The 2013 Challenge alone raised more than $500,000.

“This support has helped translate an idea into a much needed reality,” James said, and has also contributed to the awareness of the disorder at Macquarie, with hundreds of volunteers helping out at Cerebral Palsy Alliance sports carnivals, Christmas activities, the Easter Show, the Bridge Run and garden makeovers for many hours at a time.

Winning the high ground in the Smith Family ChallengeSwapping their laptops for Lycra, a Macquarie Private Wealth Sydney team recently hiked, biked and rowed for 100 kilometres through northern NSW wilderness to contribute more than $150,000 to the Smith Family.

The Macquarie team was awarded the highest fundraisers overall in the 2013 Smith Family Challenge, an annual multi-sport fundraiser that raises much-needed funds to support the education of young Australians in need. Overcoming a slow start when they missed a checkpoint, the group managed to finish second in the race, with team captain Matt Loxton also winning the award for highest overall fundraiser.

The money raised is going towards a four-day art workshop at the Museum of Contemporary Art in Sydney. High school students from regional NSW will work on art projects, guided by two trained art educators, giving students the skills and confidence to develop their own creativity and work co-operatively in the process.

It’s the write thing to do: Macquarie Melbourne staff correspond with local youngsters as part of a literacy initiative.

First in fundraising, second in race: Matt Loxton, Chris Smith, Matt O’Donnell and Jacob Bernadi celebrate at The Smith Family Challenge.

Macquarie’s Group Treasurer David Bennett with his daughters at the 20/Twenty Challenge finish line: ‘Team Bennett’ achieved third place in the fundraising stakes.

In the community

Australia and New Zealand contact:sally.shepherd@macquarie.com

More information:macquarie.com/foundation

Hands on investment in our communities

As the philanthropic arm of Macquarie Group, the Macquarie Group Foundation model centres on ‘engaged philanthropy’. This means we look to do more than make one-off financial contributions to community organisations – we also want to help build their capabilities through specific long-term grant funding, hands- on volunteering and pro bono expertise.

Since the Foundation was established in 1985, it and Macquarie staff around the world have donated more than $A190 million to community organisations – alongside the thousands of hours staff regularly spend working on not-for-profit initiatives.

Engaged philanthropy also means the Foundation’s work is significantly influenced by the interests and activities of Macquarie staff; with the backing of the Foundation, individual grassroots involvement is strengthened and extended. That’s why we direct our funding and attention to innovative and well-run organisations enjoying an active Macquarie employee connection.

Our aims:Support and encourage Macquarie staff leadership and engagement in their local communities.

Contribute in skilled and sustainable ways to improve the capacity of community organisations.

$A22.65mFinancial contribution1

38,000Hours volunteered2

1,300Community organisations supported2

LeadingCorporate donor in Australia3

At a glance

1 Comprising Macquarie staff donations and fundraising and Foundation matching support for these; Foundation donations to commemorate staff attaining 10-year and 25-year anniversaries at Macquarie; Foundation participation grants to staff who have been on a not-for-profit board for more than 12 months; and Foundation grants to community organisations in the 12 months to 31 March 2013.

2 In the 12 months to 31 March 2013.3 Philanthropy Australia.