SHORT 'When Funders Let Go', Geneva Loftus Executive Director at Move92

This episode of Purposely was recorded live at a CEO roundtable in Auckland, bringing together leaders from across Aotearoa’s charity and for-purpose sector to explore one of the biggest questions facing organisations right now: how to use AI well, without losing the human heart of the work.Hosts Dr Kirsty Agar-Jacomb and Mark Longbottom is joined by Dr Megan Blakely from the University of Canterbury, whose research focuses on human-centred AI. Rather than talking about technology for its own sake, Megan challenges leaders to think about AI as a tool for augmentation, not automation, and to stay focused on people, trust, and wellbeing as adoption accelerates.The conversation moves beyond theory into the practical realities charity CEOs are facing. Megan discusses how AI is already showing up in areas like fundraising and health data, and why leadership matters more than ever when it comes to transparency, ethical decision-making, and psychological safety. She also unpacks the tension many organisations feel between legal compliance and ethical responsibility, and why meeting the rules is only the starting point.This live discussion is part of a series of impact lunches hosted by Mark Longbottom, designed to create space for honest, off-the-record conversations among charity leaders about emerging issues shaping the sector.A big thank you to Foundation North for hosting the roundtable and bringing together CEOs from across New Zealand’s charity community.Thanks also to Trust Investments and Benevity, the ongoing sponsors of the Purposely Podcast, for supporting conversations that sit at the intersection of purpose, leadership, and impact.

In this SHORT episode of Purposely, we hear from Seumas Fantham, Executive Director of the Todd Foundation, on what happens when a funder realises their well-intentioned model is actually holding communities and charities back.Seumas explains how the foundation used to fund 60–70 groups a year, which meant most staff time went into processing the 89% who didn’t receive funding. It wasn’t strategic, and it unintentionally encouraged competition between community groups rather than collaboration.So they changed course.Instead of spreading funding thin, the foundation stepped back, listened, and focused on a smaller number of areas where they could genuinely shift outcomes. Staff spent a year talking to communities, understanding the landscape, and mapping where the real gaps were before committing any funding.One of those areas was youth employment. Seumas shares how they looked beyond “getting young people work-ready” and started asking a bigger question: How do we help employers become youth-ready too? By speaking with schools, employers, parents, youth organisations, training providers and more, they uncovered a fragmented system where no single group saw the whole picture. The foundation’s new approach aims to bring these parts together so young people are supported from leaving education right through to settling into a job.Purposely SHORT is brought to you by Benevity and Trust Investments.

In this episode of Purposely Podcast, Mark Longbottom talks with Georgina Camp, co-founder of Huber Social, and Michelle McCaskill, the organisation’s CEO in Aotearoa. Both are leading voices in the move toward social impact measurement that actually helps communities instead of adding more admin.Georgina starts by explaining Huber Social’s purpose: to help people live well, and to support organisations to understand what truly makes a difference. Instead of counting outputs or filling in forms for the sake of it, their work focuses on listening to people’s experiences and keeping wellbeing at the centre. Good measurement should guide decisions, shape funding, and change as communities change.Mark raises a familiar tension for charities: proving impact versus understanding it. Georgina and Michelle talk about how a well-designed measurement approach can reduce workload rather than increase it. They work with the people affected, the funders, and the teams delivering services to create frameworks that reflect what matters most, not just what is easy to collect.Huber Social’s framework blends how people feel about their lives with practical indicators like health, resilience, relationships, and access to resources. It is flexible, grounded, and often uncovers issues that sit outside an organisation’s direct control but still influence whether someone can thrive.Michelle shares what it is like to lead Huber Social in New Zealand. She talks about building a remote team and forming partnerships around the country. She also highlights the Hauraki Opportunity, a recent project involving several communities coming together to define wellbeing on their own terms. It is a good example of measurement turning into real action instead of just another report.Both guests describe a shift happening in the sector. There is less emphasis on admin ratios and more interest in whether organisations genuinely improve people’s lives. Funders are also becoming more open to supporting wider issues that appear in the data, even when they fall outside an original project scope.The episode finishes with Michelle’s personal journey into social impact. She moved from innovation-focused business roles into work driven by purpose and community. She encourages anyone who wants to learn more to reach out through Huber Social’s platforms and be part of the wider conversation about measuring what matters.

A really warm welcome to Purposely SHORT, - short as in not long - a weekly episode featuring one of our past guests and their expertise on a certain topic. The aim is to give you a useful insight that you can action, helping you to deliver on your charitable mission. Enjoy.Geneva Loftus, who works with funders and grassroots organisations around the world. Geneva breaks down one of the biggest shifts happening in philanthropy right now: moving decision-making power closer to communities.She explains why donors must let go of the instinct to design solutions themselves, even with the best intentions, and instead create space for local leaders to bring forward ideas grounded in lived experience. And when funders do that? The results can be extraordinary.Geneva shares one of her favourite examples: a young Sherpa leader in Nepal who rejected more school-building and instead proposed something funders would never have imagined, a mountain bike training facility to keep youth in school and create new income opportunities. A small, unrestricted grant set off a ripple of positive change that transformed the whole community, sparked local business investment, created leadership pathways for girls, and even launched an international race series… all for under USD $30,000.Takeaway: trust the people closest to the problem. Their ideas will surprise you. Every time.This episode of Purposely was brought to you by Benevity and Trust Investments NZ.

We’re revisiting one of the early Purposely episodes, a conversation with Steve Wickham, founder of The Giving Department (which is till going strong) and a long-time leader in philanthropy, corporate responsibility, and social impact.Steve has spent more than two decades helping companies and philanthropists connect their resources with the people and organisations that need them most. Before launching The Giving Department in 2010, he held senior roles at Macmillan Cancer Support and The King's Trust (then the Prince’s Trust), shaping programmes that enabled businesses and donors to support young people and communities across the UK.How he made the jump from major national charities to starting his own social-purpose business.Why he built The Giving Department as a for-profit impact company, and what that model makes possible.The early projects that put the business on the map, including corporate partnerships that changed how companies think about doing good.His belief that generosity starts with people, not campaigns and why personal connection still drives most giving.Lessons from his time at The King’s Trust and Macmillan, including what strong partnerships look like behind the scenes.The influence of his family, particularly his late father, on his approach to work, kindness, and community.The pressures charities face today and why some organisations will adapt while others won’t survive.Steve’s blend of experience, honesty, and practical insight still lands today. The conversation strips philanthropy back to what really matters: relationships, trust, and people showing up for each other.

In this episode of Purposely, we sit down with Carey Church, Managing Director of Moneyworks, for a conversation about what ethical financial advice looks like in practice. Carey has been quietly shaping this space in New Zealand for nearly three decades, focusing on understanding people’s lives and values before talking about their money. Her approach is practical, people-centred, and built on years of working closely with clients as their needs and expectations have changed.We talk about:How Carey built Moneyworks around holistic, values-aligned financial planningWhy ethical investing isn’t about purity, but about informed decisionsThe role of trust and mutual respect between adviser and clientThe practical process Moneyworks uses to personalise ethical investment portfoliosThe increasing importance of financial literacy and intergenerational planningWhy Moneyworks became a B Corp, and what it actually means in practiceHow Carey is approaching life and leadership in her 60s, including a four-day work week and tighter focus on what really mattersWhether you're curious about ethical investing or simply want to understand what good financial advice looks like, Carey offers a candid, grounded perspective shaped by real-world experience.

A really warm welcome to Purposely SHORT , short as in not long, a weekly episode featuring one of our past guests and their expertise on a certain topic. The aim is to give you a useful insight that you can action, helping you to deliver on your charitable mission. Enjoy.In this SHORT episode, we revisit insights from Mark Weatherall, CEO of Life Education Trust. Mark reflects on discovering his why , creating environments where people can be the best they can be, and how that purpose has shaped his leadership across sport, community organisations, and now the for-purpose sector.He shares the story of one of the toughest periods of his career: shifting a high-performance sporting culture from individualism to a team-centred, community-rooted model. It led to resistance, legal challenges, and moments of deep self-doubt - but ultimately transformed the sport and reinforced his belief in backing yourself when you know you're doing the right thing.Mark also speaks to the heart of his motivation: empowering young people, championing participation over medals, and ensuring sport, like charity, delivers broader life outcomes.This bite-sized episode is designed to give you a practical takeaway about purpose-driven leadership, resilience, and staying true to your values even under pressure.This episode of Purposely was brought to you by Benevity and Trust Investments .

Welcoming Kirsten Kilian-Taylor, Head of Philanthropy at Perpetual Guardian, to Purposely Podcast. Kirsten oversees more than $40 million in grants each year, working with hundreds of donors and charities to help drive meaningful change across Aotearoa. Her role is all about careful stewardship, not just managing funds, but making sure legacies, some over a century old, are still supporting real needs today.Philanthropy can be daunting when so many people and organisations need support. Kirsten says the key is to stay true to what donors care about while making sure their giving works in today's world. “Our mission is wrapped around stewardship,” she explains. Perpetual Guardian started with wills and estates, but now it works with people who want to give while they’re still here to see the difference it makes.Kirsten encourages people to start giving while they're still able to experience the impact firsthand. “Nine times out of ten, people already have a passion they want to support,” she says. Her role is to help that spark grow, whether it’s through scholarships, community projects, or less visible support like covering transport or uniforms to remove practical barriers.Perpetual Guardian’s sustainability is built on careful investment of capital funds, with grants powered by income. The organisation has shifted from solely managing funds to providing broader philanthropic advice, using sector insights, networks, and technology to make giving more effective. “We handle the compliance and administration so our donors can focus on what matters to them,” Kirsten says.In 2020, Perpetual Guardian brought Givealittle under its wing, a move Kirsten describes as a natural fit. The platform has so far generated more than $300 million in crowdfunding for causes across New Zealand. “Givealittle provides an entry point to generosity,” she says. “Anyone can give directly to a cause that speaks to them, and that’s powerful.”But it’s not all smooth sailing. Kirsten highlights the increasing pressure facing charities: rising demand for services, more competition for funding, and a government funding model that hasn’t kept pace. “We’ve seen application numbers double in some areas while funding stays the same,” she notes. Her advice for organisations seeking funding: stay true to your mission, build strong governance, and be adaptable.Kirsten also points to a shift in philanthropy—toward supporting capacity-building and operational needs, not just projects. Funders are moving cautiously, but there’s growing recognition that organisations need support to thrive long-term.Her personal journey into philanthropy started in Gisborne, shaped by community values and a formative student exchange in the Canadian Arctic. Now based in Wellington, she sees her role as creating space for people to connect with causes that matter. “My job is to make people feel comfortable pursuing their philanthropic goals,” she says. “I’m a connector at heart.”As philanthropy continues to evolve—driven by changing values, emerging generations of donors, and increasing interest from corporates, Kirsten stresses the need for authenticity. “If corporates want to offer philanthropic services, they need to back it up with real engagement—not just a PR strategy.”Kirsten sees huge potential in New Zealand’s philanthropic landscape: a mix of deep generosity and a small, agile system. “We’re small enough to test new ideas and see results quickly,” she says. She also calls for stronger collaboration between government and philanthropy to address big issues like health, housing, and education.A big thank you to episode sponsors Benevity and Trust Investments

This special live episode of Purposely Podcast was recorded in Auckland at a Place-Based Impact Investing event co-hosted by Brightlight and Trust Investments.Samuel Richards, Managing Director at Brightlight, joins me to discuss how purpose and investment can come together to deliver better outcomes for people and places. He talks about Brightlight’s journey, how it began, the challenges along the way, and what it takes to build an organisation that’s both commercially strong and values-driven.A central theme of the conversation is the Te Puna Hapori Community Infrastructure Strategy - Te Puna Hapori meaning “spring of wellbeing.” The strategy aims to help create safe, warm and healthy communities where people can live, learn and thrive. It focuses on the types of essential community assets — social, educational and health infrastructure — that are often underinvested in across regional Aotearoa New Zealand.Developed through a partnership between Trust Waikato and Brightlight, Te Puna Hapori seeks to unlock opportunities for wellbeing and resilience through targeted investment. The approach allows capital to flow into projects that deliver tangible, long-term benefits for communities, with investment options available through both fund and bond structures.Samuel is joined by:Dennis Turton, CEO of Trust WaikatoSimba Marekera, Head of Global Private Assets, BrightlightTim Symons, Brightlight NZTogether, they explore how global impact investing ideas can take root in Aotearoa, New Zealand and how capital, partnerships and community can work together to achieve meaningful, lasting outcomes.

In this episode of Purposely Podcast, Simon Fulford, Executive Director at Parrott Creek in Oregon, talks about leadership, community, and making change that lasts.Parrott Creek supports young people facing tough circumstances, combining therapeutic care with community-based programmes. Simon’s approach is shaped by years of working with youth and families in the UK, New York, and now the Pacific Northwest.He believes leadership is about staying steady when things get hard and making sure purpose shows up in everyday work. The new $29 million residential campus is a major milestone, but Simon says the real test lies in delivering programmes that match the promise of the space.He also talks about the realities nonprofits face - funding cuts, mergers, and the challenge of holding on to identity through it all. His focus is on keeping Parrott Creek nimble, learning from other sectors, and protecting the relationships and trust that make the work possible.Simon’s story crosses continents, but his focus remains constant: do the work, stay connected, and keep improving.