Amp13142 Commreport Final Reduced

Community report 2006

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Content AMP Foundation: who we are and what we do

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2006 Highlights and results

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Chairman’s message

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Capacity building

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Capacity building non-profit sector Social Ventures Australia Nonprofit Australia

Capacity building youth employment 7 The Smith Family 8 Beacon Foundation 9 SVA Boost! Fund investments 10 CREATE Foundation 11

Community involvement 12 Volunteering AMP 13

AMP Community Fundraising Program 14 Planet Ark 15

The AMP Foundation in New Zealand 16 2007 and beyond 17 Non-profit organisations supported by the AMP Foundation in 2006 18

Cover: Students at Alexandria Park Community School. Photo by Paul Blackmore.

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AMP Foundation: who we are and what we do AMP has been contributing to the Australian community for more than 150 years. The AMP Foundation was established in 1992 to make a difference in the Australian community at the grassroots level where AMP’s people live and work. Based on the philosophy of offering a “hand up and not a handout”, the Foundation invests in two key areas – Capacity Building and Community Involvement. Our Capacity Building programs encourage and support people to help themselves. Our efforts are especially focused on the education and employment of young people and the sustainability of the non-profit sector. Our Community Involvement programs encourage and support people to help others. We focus on supporting the work of AMP employees and financial planners in the community.

How we operate The Foundation is governed by a Board of Directors which is responsible for the strategic direction of our community investments. As well, it ensures that the Foundation’s capital base is wisely and responsibly invested. The AMP Foundation’s Directors are: • Peter Hunt, Chairman • Christine McLoughlin • Matthew Percival • Jim Tait The AMP Foundation has two full-time employees and two part-time employees or 3.4 full-time equivalent employees. The AMP Foundation’s capital base, which at the end of 2006 had a market value of $131 million, is managed by AMP Capital Investors. This report details our work in 2006 and outlines our plans for the years ahead.

We make a living by what we get, but we make a life by what we give. Winston Churchill

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2006 Highlights and results Community investment overview Total community investment by the AMP Foundation

$5,128,972

Total amount raised through events that AMP Financial Planners helped organise

$4,672,335

Number of fundraising events AMP Financial Planners helped organise Total amount that AMP employees raised for non-profit organisations

132 $202,972

Number of times AMP employees participated in a volunteering initiative Number of non-profit organisations funded by the AMP Foundation

1,186 267

Our principles • Support those who invest their own time, money and effort to achieve social goals. • Identify unique and strategic opportunities for creating social capital. • B  uild our social investment programs on the basis of research and stakeholder consultation. • Evaluate, review and regularly refine our social investment priorities. • Initiate and be receptive to ideas that can make an innovative and lasting social contribution, including investments and programs. • S hare with our stakeholders and the community at large, the community achievements generated by our social investments and programs.

Students involved in a Lead On project film a local street party.

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Chairman’s message We live in a society where: • In some schools, more than 30% of year 10 school leavers go straight to the dole queue. • T housands of children and young people end up in foster care through no fault of their own. • 6  78,000 children live in jobless families throughout Australia. Financial disadvantage means these children are more likely to leave school early and less likely to go on to further education or training. They are more likely to grow into disadvantaged adults. • M  ore than 60% of Indigenous children never make it through high school and so face limited opportunities for vocational or personal fulfilment in their lives. • Environmental degradation, extended drought and global warming are a threat to us. • N  ecessary non-profit services become unviable or barely survive because they do not have the money or resources to implement best practice that would sustain them into the future. These are issues that cannot be solved by any one person, organisation or government initiative. But, working in partnership with other like-minded people and organisations, we can help to make possible the changes we wish to see in our communities. In 2006, the AMP Foundation and AMP employees and financial planners across Australia supported and participated in many projects that improved the lives of young people and their communities. More than 1,000 AMP employees and financial planners volunteered their time and skills for a wide range of community projects – from surf life saving, scouts, and rural fire service to planting native trees and fundraising for a wide variety of causes. In our Capacity Building programs, we’ve continued to focus on projects that can effect real social change in the lives of young people. We’ve partnered with organisations such as The Smith Family, the Beacon Foundation and CREATE Foundation so that more disadvantaged children can finish high school and successfully transition to further education or training. Our partnerships with Social Ventures Australia and Nonprofit Australia provide mentoring, skill development and infrastructure funding for critical non-profit services so they can achieve sustainability. Our community partners are effective, responsive, and committed to delivering positive results in their sectors. We commend them for their passion, their dedication and their focus. The AMP Foundation’s work is enabled by the support of AMP Chief Executive Officer Andrew Mohl and the AMP Limited Board. With the help of the AMP Foundation team led by Helen Liondos and my fellow board members Christine McLoughlin, Jim Tait and Matthew Percival, I’m confident that the AMP Foundation’s long term community investment strategy will continue to bear fruit for many in our community for many years to come. Lastly, I would like to acknowledge the high level of commitment and stewardship of our outgoing Chairman of the AMP Foundation, Lynn Ralph. Lynn brought a new energy to the Foundation, using her extensive corporate governance experience to ensure our partners achieved their goals. Lynn set a high standard as Chairman and I look forward to adding to her legacy. Peter Hunt AMP Foundation Chairman

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Capacity building Capacity building is about helping people to help themselves. The focus is on youth employment and programs that build the capacity of the non-profit sector so that it operates more effectively and efficiently.

Capacity building – sustaining the non-profit sector While our non-profit sector makes an enormous contribution to our community, the sector itself is under threat. A 2004 ABC Radio National report showed that while the sector employed nearly 7% of the Australian workforce, (about 600,000 people, plus 4.5 million volunteers) and created turnover of about $21 billion a year, it was shrinking rapidly. Of the 30,000 incorporated organisations registered in NSW, the report estimated that only 20,000 were still operating. Many not-for-profit organisations simply go under, unable to cope with the pressures of legislation, technology, demands for professional skills and accountability, and societal perceptions and expectations. In some cases, the pressure to directly link investment to social returns means that non‑profits are pressured into avoiding investment in the very infrastructure and systems that will enable them to be accountable. The AMP Foundation is supporting non-profits on a multi-year basis and covering appropriate overhead costs. It’s also committed to continuing to build the skills of the sector through the funding of non‑profit business tools and training, and the provision of mentoring. Another challenge faced by non-profits in the current funding environment is to accept funding at less than the true cost of delivering programs. Over time, this practice will weaken the non-profit delivery system and create inefficiencies. Again, the AMP Foundation is encouraging non-profits to be more rigorous when it comes to counting the cost of programs, accommodating corporate volunteers and more. Through our partnerships with Social Ventures Australia and Nonprofit Australia, the AMP Foundation is ensuring that a wide range of non-profit organisations get the training, mentoring and leadership support required to sustain their long-term participation in the Australian community.

If you are planning for a year, sow rice; if you are planning for a lifetime, educate people. Chinese proverb

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Social Ventures Australia Social Ventures Australia (SVA) was established in 2002 by the AMP Foundation, the Benevolent Society, The Smith Family and WorkVentures. SVA is a new and unique model of social investment that aligns the interests of philanthropists with the needs of social entrepreneurs to combat some of Australia’s most pressing community problems. With a focus on accountability and impact, SVA provides funding, mentoring and business tools to a carefully selected portfolio of non-profit organisations led by outstanding social entrepreneurs. In doing so, SVA seeks to boost their effectiveness, efficiency, capacity and sustainability through a continuous, hands-on, managed approach. By focusing its resources on select community issues, SVA is better able to drive and measure deep and meaningful change. SVA’s focus areas are Young People – Education and Employment, Ageing, Environment, Employment Creation, and Social Inclusion and Indigenous Community Building.

The Community Mentor Program is also part of the partnership with SVA. Twenty-one senior AMP managers mentored the CEOs and senior managers of SVA-supported non-profit organisations. AMP’s Director of Group Strategy Jonathan Deane, was awarded “SVA Mentor of the Year” as a result of his mentor relationship with the CEO of Centacare-Wilcannia Forbes Margaret Flynn. The AMP Foundation invested $300,000 in SVA’s venture philanthropy fund – the SVA Boost! Fund – to support the following non-profit organisations: Centacare; Ganbina; Beyond Empathy; and Lead On. Each organisation has proven itself to be a high quality program, with potential for growth and replication in other parts of Australia.

Connecting heads and hearts Margaret Flynn is the Director of Centacare Wilcannia‑Forbes, which provides social welfare services to families and children in rural and remote communities of NSW. It has a budget of $3 million and 36 staff and was approaching a merger with the much smaller Centacare Bathurst.

The AMP provided $450,000 of direct funding to SVA in 2006. Part of this funding was for infrastructure support to enable SVA to scale and grow. To date, SVA has distributed over $4.5 million to 30 innovative non-profit organisations and supported capacity-building in the social sector with the establishment of new business tools and resources.

While there were economies of scale, the merger raised questions about how best to restructure and govern the merged organisation. Through SVA’s Community Mentor Program, Margaret was matched with AMP’s Jonathan Deane, Director of Group Strategy, about 18 months ago. They got to know each other and better understand Centacare’s unique challenges by using SVA’s organisational diagnostic tool.

The AMP Foundation also funded the development of a financial literacy program for non-profit organisations, titled Taking Care of Business. The training program covers the areas of improved financial management, reporting, budgeting and managing investor relationships.

Margaret and Jonathan talk every couple of weeks. They discuss many strategic issues including those surrounding the merger, from establishing a new governance structure to arranging reporting lines for efficient service delivery.

How the AMP Foundation helps

Thanks to Jonathan and AMP, a major law firm is providing merger and acquisition services to Centacare on a pro bono basis.

Centacare supports students to complete their year 10 accreditations.

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Nonprofit Australia Nonprofit Australia’s mission is to improve the viability of non-profit organisations. Key strategies include: • Increasing the capabilities of non-profit leadership teams and boards. • Improving returns from executive volunteering. • Increasing the financial capacity of the sector. • Stimulating collaboration across the sector. • R  educing the operating costs of non-profit organisations. • Improving the quality and transparency of non-profit organisations.

Mentoring and Strategy support program There are two distinct programs within the initiative: 1. Strategy Link – links non-profit leaders with executive volunteers. Non-profits have gained assistance across corporate strategy development, marketing, fundraising strategy, human resources and governance.  on-profits who have participated have reported benefits N including: development of business plans; new tools for planning and analysis, and gaining the confidence and knowledge to be able to hire skilled volunteers. 2. Mentor Link provides non-profit leaders with top past and current executives as volunteer mentors. It is a 12‑month, structured peer-to-peer leadership development program.

How the AMP Foundation helps The AMP Foundation provided $200,000 funding for an Executive Development initiative and a Mentoring and Strategy support program. A priority is to lift the strategic and business capabilities of non-profit CEOs, leadership teams and boards. At present there are no dedicated executive development programs in Australia focussing on the leaders of non-profits and their boards. There are also few opportunities for CEOs and non-profit executives to meet peers in environments that stimulate them to extend their management skills.

Executive Development Initiative Nonprofit Australia completed a costed proposal to establish a centre focused on building the leadership capability in Australia’s non-profit sector. The proposed initiative will focus on teaching, outreach programs and research. Further development work is needed - examining what courses are appropriate, what sort of ‘non-profit tailoring’ is required to corporate executive programs. In addition to the ongoing work aimed at establishing a centre and seeking the engagement and support of a small number of national business schools, Nonprofit Australia has continued to provide a range of forums aimed at the executive teams and boards of non-profits. These include finance forums held in all states, CEO Forums and forums on strategic philanthropy.

Focus on briefs enables more non-profits to provide better services Skilled volunteers can make a vital contribution to non‑profits, particularly for strategy and planning work. The key is ensuring that the contributions are well planned and targeted. If not, the costs can often outweigh the benefits, to the disappointment of both the volunteer and the non-profit. Graham McKern, Director of Services, McKillop Family Services says that for some months, he had a senior communications professional offering to assist his team. “I wanted to engage him on something constructive but I couldn’t define a role. The Nonprofit Australia program provided a structure for defining the work, and oriented the executive into the volunteering role. The project was to develop an effective steering committee for our corporate partnerships. Using the Nonprofit Australia planning tool provided an excellent stimulus for our meetings and kept us focused. We now have a model which addresses the complex challenges of stimulating entrepreneurialism and handling ethical dilemmas. This is reflected in a series of position descriptions which I can use to recruit the senior volunteer committee”.

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Capacity building – youth employment The AMP Foundation’s focus for some years has been on shoring up the futures of disadvantaged young Australians across the country. With good reason: in May 2006, 540,000 young Australians (teenagers and young adults) were not in full-time learning or work. Of these, approximately 330,000 were unemployed, working part-time but wanting more hours, or were not in the labour force but wanting to work. This represents 10% of teenagers, 13% of young adults and 12% of all young Australians aged between 15 and 24 years. As many as 40% of young Australians who haven’t completed Year 12 were unemployed or not fully engaged in work or study during their first post‑school year. Young people who make a poor transition from school to further education and work, generally experience more financial and personal stress and lower levels of participation and integration with civil society. The cost of this alienation of young people from our society, however you choose to measure it, is too high. In 2006, we partnered with The Smith Family, Beacon Foundation, CREATE Foundation, Beyond Empathy, Centacare, Ganbina and Lead On, to improve learning, personal development and employment opportunities for young Australians.

Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has. Margaret Mead

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The Smith Family The Smith Family is an independent, non-profit, social enterprise which provides personal and financial support to disadvantaged children and their families in over 84 communities across Australia. Through the Learning for Life suite of programs The Smith Family focuses on education as a means of combating disadvantage and social exclusion. Over 26,000 Australian students currently receive Learning for Life financial scholarships. By providing direct financial assistance for textbooks, school equipment and uniforms, a financial scholarship enables a child to get the most out of their education. Learning for Life also gives students and their families access to a critical network of support that includes tutoring, mentoring, coaching and literacy programs.

How the AMP Foundation helps The AMP Foundation is donating $1 million annually to the Learning for Life program. This funding supports seven Learning for Life locations which now have 2,283 students participating in the program, an increase of 27% in student reach over 2005. The funding is also used for the education and training of Learning for Life Education Workers. The funding also supported research into Learning for Life students’ attitudes to work. The study “On Track? Students choosing a career” revealed that while only 40% of Learning for Life students had a match between their planned educational level and that needed for their preferred job in 2004 and 2005, all were planning a future shaped by their interests, perceived ability and their families. For most, the plans when realised, would involve upward social mobility.

Kirrily Van Riel and Micaela Outtrim support The Smith Family.

AMP employees have been very supportive of the partnership, volunteering in a variety of ways with The Smith Family – from becoming mentors to high school students to help them with career choices, to sorting correspondence between Learning for Life sponsors and their students. More than 140 AMP employees volunteered for the 2006 Christmas Appeal – preparing, packing and delivering Christmas hampers and toy packages to disadvantaged families. There were also 64 new student sponsorships for the Learning for Life program as a result of an AMP Foundation campaign to encourage AMP employees to become Learning for Life sponsors.

A gift that lasts a lifetime Learning for Life graduate Penelope Gear credits legal aid workers, who assisted her mother during the years spent in and out of women’s refuges trying to escape a violent home life, with igniting her passion for law. “I was so blown away by the work they did that I decided I wanted to do everything I could to become a lawyer,” Penelope said. Discovering a natural aptitude for Legal Studies in high school, Penelope decided to set her sights on a career in corporate law, acknowledging that family law was ‘a bit too close to the bone’. Her Learning for Life scholarship meant Penelope had the financial support she needed to get through university, and she would also be linked to valuable contacts at legal firms through the tertiary mentor program. Penelope narrowly missed out on the marks she needed to enter Law, but undeterred, she completed a Bachelor of Commerce. She is now working full time with plans to become a chartered accountant and then put herself through her coveted Law degree.

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Beacon Foundation Beacon Foundation is a national non-profit organisation, that operates school to work transition programs such as the No Dole program. It helps young people develop an independent will to achieve personal success for themselves and their community. No Dole program now operates in over 80 high schools across Australia. The program showcases the opportunities and options available to young people leaving school and entering the world of work. In 2006, students took part in career mentoring, work experience, site visits at local businesses and career expos. They participated in the voluntary “Charter Signing” where they commit to either finding a job, further education or training within six months of leaving school. During 2006 Beacon rolled out a “best practice” model for No Dole schools. This included ensuring there is adequate leadership, coordination, staff participation, business relationships and that the program is integrated into the curriculum. Best practice recognises the schools with strong programs, and highlights areas which need improvement in other schools.

How the AMP Foundation helps The Foundation provided $385,000 funding to support the No Dole program. The funding was used to help Beacon Foundation expand and consolidate the No Dole program in all states and territories. The AMP Foundation funded the position of the program’s National Coordinator who has played a key role in overseeing the implementation of the best practice model.

Sophie finds herself and a dream Sophie dreaded going to school and did almost everything to avoid it. She’d pick fights with her mother, run away and live on the streets, fake illness or play truant. She knew finishing Year 10 would help her reach her dream of becoming a hairdresser; but low self-esteem and lack of confidence drove her away from the learning environment. Her school was struggling and largely failing to engage her. “I was shy and withdrawn from everyone. I would think that other people were better than me and that I was invisible. I was refusing to do work and would get about two or three letters of concern sent home each week,” Sophie said. Then she became involved in Beacon’s No Dole program at her school. She signed the Charter Board and made the pledge to stay in full time education, training or employment. She also became involved in other No Dole activities at the school. Her self esteem and confidence soared. She was invited to tell her story to 30 professional women at a company’s International Women’s Day Breakfast. That invitation, and her enthusiasm earned her a scholarship to help her with her studies and future employment. “I now see all people as equals. I attend school every single day now, catching six buses, travelling about four hours a day,” said Sophie. She’s got her sights set on a hairdressing apprenticeship and she knows she has the skills, knowledge and confidence to make it possible.

The AMP Foundation also funded No Dole state coordinators in Western Australia, Victoria, and Queensland. It also funded a marketing manager to help drive awareness and support of Beacon and its programs. Three senior AMP managers mentored Beacon’s CEO and No Dole’s National Coordinator, helping them with marketing and leadership issues.

As part of its promotion of youth employment, the Beacon Foundation takes young people out on a site visit to explore job opportunities in engineering and construction.

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SVA Boost! Fund investment SVA runs a venture philanthropy fund called SVA Boost! Fund, through which the AMP Foundation invests $300,000 in four non-profit organisations. Beyond Empathy, Centacare Forbes-Wilcannia, Ganbina, and Lead On receive mentoring, business tools and other support from SVA to help them expand their programs, apply best practice business tools and systems. SVA has helped these organisations with replication strategy, financial management systems, board development and strategy development.

Beyond Empathy Beyond Empathy uses the arts to change the lives of individuals and communities experiencing hardship, and focuses on their strengths rather than their weaknesses. Young people often start with their story, and through film, theatre, music, dance, multi media or visual arts they build new skills, discover their potential to find and create new opportunities, are helped to deal with their issues and personal hardships and to create new pathways in life.

Clint learns new moves Three years ago, 19-year-old Clint had a history of breaking, entering and stealing. He was in and out of court and his future in his small country community was bleak. Clint communicated his love of dance and, through Beyond Empathy, he was given opportunities to dance and learn new skills. He re-engaged with TAFE to gain his Year 10 Certificate and formed the Tinnamunday dance group. He obtained an Australian Business Number and wrote a business plan for his group with mentoring support from the University of New England. In 2005, he attended the Stamping Ground Dance Festival in Bellingen as a participant. In 2006 he returned as a tutor running workshops. He runs weekly dance workshops in his own community. With the help of other young men at risk, he teaches dance and cultural workshops in local schools. Clint is his local Council’s key performer for official events, including performing at the NSW regional premiere of Ten Canoes. He has been interviewed on local and regional ABC radio and now mentors other young people participating in Beyond Empathy projects.

Ganbina Ganbina aims to improve the economic and social wellbeing of Indigenous people in the Goulburn Valley, Victoria. Ganbina offers programs to address the earlier than average school drop out rates of Indigenous youth. Currently, only 34% of Indigenous students complete Year 12, compared to 65% for the Shepparton region and 75% for the State. The AMP Foundation supports its Jobs 4 U 2 program, which aims to reduce the number of Indigenous students who drop out of school.

Centacare Centacare Wilcannia-Forbes provides early intervention, youth support and counselling services to families and communities in drought-ravaged regions of western NSW. The AMP Foundation supports Centacare’s Dream the Pathways program to enable disadvantaged young people, mainly Indigenous, to engage in educational and vocational pursuits. Dream the Pathways provides a series of camps and excursions to move the young people away from their current realities of financial hardship, isolation, disengagement and disconnection with their culture. By broadening their experiences young people are encouraged to consider their educational and career priorities. Some camps go to large regional centres and cities, exposing participants to work and training opportunities, while other camps are held in the local area to help the young people reconnect with their culture. AMP also supports Centacare staff through mentoring and workshops which has helped the agency towards more incisive strategic planning and the adoption of continuous improvement.

Lead on Lead On Australia facilitates groups of young people to undertake specific work projects for local businesses or community organisations. Supported by a co-ordinator, the participants manage and deliver the projects themselves, learning vital work skills and gaining confidence in their abilities. Almost 4000 young people have now participated in Lead On-facilitated projects. With funding from organisations such as the AMP Foundation, offices have opened in 14 communities across Australia.

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CREATE Foundation CREATE Foundation provides an independent voice for children and young people who have been removed from their parents and placed in out-of-home care (eg foster care, residential care), as a result of abuse or neglect. Over 24,000 people under 18, including 5,500 Indigenous children, are in state care and protection systems due to neglect and abuse of an emotional, physical, sexual or psychological nature. Many suffer from a deep sense of shame and distrust, profound isolation and low self-esteem. They are often disconnected from family networks and community and are moved around from carer to carer. Life outcomes for most young people in care are severely limited. For example, Victorian research shows that three quarters of young people aged 18-25 who have been in care are unemployed. Children who have been in care experience high levels of homelessness, drug and alcohol use, justice system involvement, and early parenthood. The CREATE Foundation works to connect and empower children and young people in care and to improve the care system. In this way, CREATE Foundation works to provide children and young people in care with the same opportunities as all other young Australians.

How the AMP Foundation helps The AMP Foundation is funding the position of a Business Development Manager to establish workplace programs for young people aged 15-20. A major issue for young people in care is the lack of continuity in their education and the subsequent lack of employment opportunities. AMP Foundation funding is also helping with the organisational growth required to see CREATE improve its longer-term financial viability, to ultimately provide more programs for children and young people in care.

Young people take part in the CREATE Foundation’s programs.

CREATE Foundation also compiles reports on issues affecting children and young people in care. In 2006 CREATE completed two Report Cards, which the AMP Foundation funded: one on the health of children and young people in care and the other on State and Territory developments in education. AMP Capital Investors (AMPCI) is also working closely with CREATE Foundation to develop its marketing capabilities. AMPCI employees have organised several fundraisers to support CREATE, including raising more than $20,000 to fund a Christmas party at Luna Park for 620 children in care and their carers.

From school drop out to Young Citizen of the Year: Bree’s story Twenty-one year old Bree is the latest member of the CREATE family to be recognised for his contribution to the community. Bree received a ‘Young Citizen of the Year Award’ (Darwin Category) on Australia Day 2006, in recognition of his volunteer contributions to a range of community organisations in the Northern Territory. Bree’s case worker first introduced him to CREATE in 2002. He had been in care for two years, and had dropped out of school. He took part in CREATE’s ‘Show me the Ropes’ program.“Doing the program was a life changing experience for me,” says Bree. “For the first time I got to meet other young people just like me and learned about an organisation that was just for kids in care.” Before long, Bree was helping CREATE staff deliver programs to other young people and out-of-home care workers. Bree has been an active volunteer and part-time worker with the Red Cross in Darwin for a number of years now.“I love the work that I do for CREATE and the Red Cross and through this I have learned that I want to be a Youth Worker, so I’m currently working towards my qualifications in that area,” he says.

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Community involvement Economists around the world have striven to attach a dollar value to the volunteering efforts of thousands of people. Across nations, the answers are always in the several billions. But as any volunteer will tell you, volunteering is not about the money. As AMP employee and 2006 Volunteer of the Year, Allan Mason, says, it’s about building and giving back to your community. “I get a lot out of volunteering and providing community support. You get to have a circle of friends that builds into a community and to provide some skills and services to the community that other people don’t have.” Most AMP volunteers share this belief. They talk about how their volunteer work has brought them a general sense of connection and well-being that has stood them in good stead in their lives. The AMP Foundation promotes community involvement for the same reasons: we believe that working together to address social and environmental issues is the cornerstone of a civil society. We may do business in a market; but we live in a community. Volunteers make our communities better places to live. We encourage Community Involvement through: • The Volunteering AMP program for AMP employees • The AMP Community Fundraising Program for AMP Financial Planners • Planet Ark’s National Tree Day

I am only one, but still I am one. I cannot do everything, but still I can do something; and because I cannot do everything I will not refuse to do the something that I can do. Helen Keller American author and lecturer (1880-1968)

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Volunteering AMP Volunteering AMP enables all of AMP’s employees to contribute to the community. In 2006, almost 1,000 AMP employees participated in volunteering and fundraising events, and raised more than $200,000 for a number of non-profit organisations. The AMP Foundation helps AMP employees give back to the community in the following ways: • F undraising: We match employee fundraising for a non-profit organisation on a dollar-for-dollar basis, up to $1,000 per employee. • T eam Volunteering: When AMP employees volunteer to complete a practical project for a non-profit organisation, we donate up to $10,000 to cover the cost of the materials required for the project. • U  nsung Heroes: We recognise any AMP employee who volunteers more than 80 hours a year to a non-profit organisation and we donate $2,000 to the organisation they volunteer with. • P ayroll Giving: We match the donations of employees who donate to a non-profit organisation through the Foundation’s payroll-giving program. Employees can choose from more than 40 non-profit organisations. • G  et on Board: If an AMP employee is on the board of a registered non-profit organisation, we will donate up to $5,000 to that organisation. • C  ommunity Mentoring Program: Senior AMP employees mentor the CEOs and senior managers of non-profit organisations through Social Ventures Australia.

 ow AMP Volunteers made a H difference in 2006 • A  llan Mason was named AMP’s 2006 Volunteer of the Year, for giving 150 hours of voluntary service to St Johns Ambulance and 200 hours to Scouts Australia. Every fortnight, Allan could also be found at Red Cross donating platelets. To top it all off, Allan spent two weeks of his annual leave volunteering for a medical mission in Vanuatu. • C  hampion fundraisers Kaushil Chand, Leo Mauceri and Colin Podmore raised close to $20,000 for the Leukaemia Foundation through a single World’s Greatest Shave event. In addition, 30 other AMP employees got behind this popular fundraising event. • W  ith the help of volunteer Rochelle McCann, the AMP Foundation held two blood donor days for employees. Almost 100 donations were made by employees, making AMP one of the top NSW corporate volunteer groups. • A  90-strong workforce from the Office of the General Counsel helped overhaul a Wesley Mission camp for disadvantaged children. • E very member of AMP’s Cobalt team volunteered in 2006 by sorting and packing toys and books for The Smith Family, doing bush regeneration work at Sydney Harbour National Park, hosting fundraisers and renovating the facilities of Mamre House, St Mary’s. • A  MP’s Personal Assistants Network raised $20,000 for the Inspire Foundation, Sailability Penrith Lakes and Macquarie University’s Anxiety Research Clinic. As well, the network coordinated AMP’s end-of-year Toy and Book Appeal for The Smith Family. • T welve AMP employees mentored students online through The Smith Family’s iTrack program, which is designed to help students who are at risk of dropping out of high school.

Employees help overhaul a Wesley Mission camp for disadvantaged children.

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AMP Community Fundraising Program The AMP Community Fundraising Program helps AMP Financial Planners partner with their local community to fundraise for a project of local need. AMP Financial Planners are actively involved in helping to organise the fundraising event and the AMP Foundation then matches the fundraising up to a maximum of $10,000 per event. Since the program’s beginning in 2002, AMP Financial Planners have helped organise fundraising events that have raised more than $14 million for a variety of non-profit organisations. AMP Financial Planners have danced, driven, golfed and run their way through many fundraising events to help non-profits such as local hospitals, the Cancer Council, Surf Life Saving Clubs and The Smith Family. In 2006, AMP Financial Planners made a significant contribution to their local communities by helping to organise more than 130 fundraising events, which raised over $4.6 million for various non-profit organisations throughout Australia.

How AMP Financial Planners made a difference in 2006 St Vincent de Paul For the past four years, Sydney-based Bernard Fehon and his entire business have been actively involved with the St Vincent de Paul Society. Bernard and his team put a large amount of work in not only the AMP Community Fundraising Program event they hold, but other St Vincents events as well. Bernard helped raise $33,000 for St Vincents by organising a launch event for the “Escape from Poverty” campaign, as well as contributing to St Vincent’s annual fundraising dinner.

Bernard is the brainchild behind another fundraising event held to support St Vincents – the annual “CEO Sleepout”, where CEOs of organisations experience what it is like to be homeless for a night.

Mildura specialist school Chris Gray has been involved with Mildura Specialist School in Victoria for some time and in 2006 he decided to work with the school to organise its major fundraiser of the year – a masked ball. Chris and other members of his practice, Sunraysia Financial Planning, helped out by gathering donations of gifts for the raffles, producing marketing materials and providing assistance on the night, along with other activities in the lead up to the event. They even got the kids from the school to design the masks for the ball, which were then sold to guests as part of the fundraising. The event was a great success and raised $10,000.

Mambourin Enterprises Each year, Vern Fettke from Werribee in Victoria hosts a fundraising football match called the Homestead Cup to raise money for Mambourin Enterprises, which provides education and employment opportunities for people with disabilities. The Homestead Cup is a football match with a difference - it pits a group of clients from Mambourin who have formed a football team against a team of local businesspeople. The Homestead Cup has become a staple event in many businesspeople’s calendars in the local area. In order to raise funds from this event, members of the business network pay $100 to play in the game and $150 if they don’t play. This year, between the Cup and a silent auction, Vern managed to raise over $11,000 for Mambourin Enterprises.

AMP Financial Planner, David Aubrey and players from the Women’s National Basketball League help raise funds for Foodbank Queensland.

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Planet Ark The AMP Foundation has been a major supporter of Planet Ark’s National Tree Day since 2002. Planet Ark is a non-profit organisation that raises awareness of environmental issues and shows people and businesses how they can reduce their day-to-day impact on the environment. National Tree Day is well-established as one of Australia’s most popular volunteering events. It is a large scale community event that unites local councils, schools, scouts and guides, service clubs and local environmental groups in a common cause: planting native trees to help sustain our environment. In 2006, more than 300,000 Australians volunteered to plant native trees at 3,600 sites (including 2,200 schools) throughout Australia. More than 1.3 million native trees, shrubs and grasses were planted last year.

How the AMP Foundation helps The AMP Foundation provides $330,000 funding to Planet Ark for the organisation of National Tree Day. The AMP Foundation also encourages AMP employees and financial planners to become involved in National Tree Day. More than 500 AMP employees, financial planners and their families and friends, volunteered to plant trees in various sites throughout Australia.

Schools get behind National Tree Day Tapping into an Indigenous knowledge of plants – O’Sullivan Beach School, SA For Schools Tree Day, O’Sullivan Beach School planted 300 seedlings in its Aboriginal Food and Medicine Garden. Each of the species of plants chosen were ones that were used by local Aboriginal people for food, medicine or crafts. One of the classes was responsible for designing the path, mulching, digging holes and helping junior primary classes plant. Each student in the school planted a seedling and many parents came along to the school to share this experience with the children.

Trees planted as a symbol of peace – Al Zahra College, NSW On Schools Tree Day, each class at Al Zahra College received a small native tree and took time out from usual lessons to plant it into a larger pot for their classrooms, in preparation for the playground redevelopment later in the year. School leaders planted two trees at the front of the school to symbolise world peace.

Making Schools Tree Day a sensory experience – Mackay District Special School QLD At Mackay District Special School, students planted native seedlings in their sensory garden. These plants will encourage native wildlife back to their natural habitat. Students will enjoy the multi-sensory gardening experience through smell, touch, sight and sound.

Linda Luong and her family at National Tree Day.

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The AMP Foundation in New Zealand Since 2000, through the AMP Foundation, AMP has actively supported and encouraged groups who make a real difference to the lives of New Zealanders. The Foundation’s activities in New Zealand are aligned to those in Australia with investment in the areas of Community Involvement and Capacity Building. Where possible, we ensure our commitment is much deeper than pure funding. We recognise that to achieve our shared vision with our partners, it is key to form a long‑term partnership, increase their sustainability, and share our business expertise in the way of strategic business coaching and mentoring, development opportunities, pro bono legal, financial, HR, marketing, property services, use of our facilities, supplier rates, and employee volunteers. In 2006 the AMP Foundation provided grants of nearly $300,000 to five New Zealand partners – Habitat for Humanity, the New Zealand Federation of Family Budgeting Services, the YWCA Future Leaders Programme, Project K and, most recently, Conservation Volunteers New Zealand.

About our partners Habitat for Humanity This charity’s mission is simple – to give low-income New Zealand families that first step towards financial security by providing them with “a simple, decent place to live”. Since 1976, Habitat has built more than 200,000 houses in 100 countries, housing more than one million people. Habitat houses are purchased by the homeowner families, and repayments are set at a level that each family is individually able to afford. Over 200 enthusiastic employees have put their hand up to build two homes in Auckland and Wellington.

New Zealand Federation of Family Budgeting Services The New Zealand Federation of Family Budgeting Services is a collective of over 141 community budgeting organisations, which share a common code of ethics, philosophy and commitment to delivering budget advice to families and individuals. Their aim is to develop budgeting skills among New Zealanders through their range of free, supportive, confidential and culturally aware services.

Project K Project K helps young people to reach their potential through building self-esteem, promoting good health and education, and teaching life skills such as goal setting and teamwork. Project K is a Foundation for Youth Development program. The Foundation for Youth Development is a leading organisation which manages programs designed to lift the skills, motivation and achievement of young New Zealanders in a manner that also delivers wider economic and social benefits to New Zealand.

Conservation Volunteers New Zealand Conservation Volunteers New Zealand (CVNZ) is a non‑profit organisation that engages volunteers in practical conservation projects to protect and enhance the environment. It has been operating in Australia since 1982, and commenced operations in New Zealand in 2006. CVNZ works with local communities, the business community and government departments on essential conservation projects, providing all aspects of project management to make the volunteer experience as accessible, safe and satisfying as possible.

YWCA Future Leaders Programme This innovative program provides mentoring, practical support and skills development to young women who show leadership potential, but who need one-on-one support in order to achieve at a high level. The YWCA’s goal is to develop and nurture confident and passionate young women who will act as community role models, help others to achieve and act as mentors to future generations of young New Zealand women.

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2007 and beyond Over the next three years, the AMP Foundation will continue to focus on our Capacity Building and Community Involvement programs and partnerships by implementing a targeted community investment strategy that will: • Support the volunteering and fundraising efforts of our employees and financial planners. • Increase the number of partnerships, especially in youth employment and education. • Invest in a mixture of mature and growth non-profit organisations.

Community involvement In 2007, AMP employees and planners will continue to play a greater role in driving the AMP Foundation’s funding choices through the Community Involvement investment area. The options will range from supporting fundraising and financing team volunteering events, to introducing more mentoring opportunities and fostering a deeper engagement between the Foundation’s partners and AMP’s employees and planners.

Capacity building (youth employment) In 2007 we will be looking for greater integration between the Foundation and the work undertaken by The Smith Family, Beacon Foundation, CREATE Foundation, Beyond Empathy, Ganbina, Centacare and Lead On. By continuing to invest in youth employment and education, we hope to make a significant impact in identifying and supporting best practice programs in this field. We will be adding a new partnership with WorkVentures to fund training for Indigenous youth in computer repairs in three different locations: rural, remote and metropolitan. We will also be investigating programs that improve the educational outcomes of indigenous youth.

Capacity building (non-profit sector) Sustainability is a key issue for all non-profit organisations and in 2007 we will continue our work with Social Ventures Australia and Nonprofit Australia to implement financial management training for non‑profit organisations, as well as provide mentoring and leadership development opportunities and support for non-profit boards, CEOs and senior executives.

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Non-profit organisations supported by the AMP Foundation in 2006 • Adventist Development and Relief Agency Overseas Aid Fund • Al Zahra College Building Fund • Alzheimer’s Australia • Alzheimer’s Australia NSW • Alzheimer’s Australia WA • Amnesty International Australia • Anglicare NSW • Anti Cancer Council of VIC • Anti-Cancer Foundation of South Australia • ANZ Breast Cancer Trials Group • Asbestos Diseases Society of Australia • Asthma Foundation of NSW • Auckland Young Women’s Christian Association • Austin Health • Australia for UNHCR • Australian Blind Sports Federation • Australian Cancer Research Foundation • Australian Cancer Society • Australian Cranio-Maxillo Facial Foundation • Australian Red Cross Blood Service • Australian Red Cross Society • Australian Rotary Health Research Fund • Autism and Aspergers Syndrome Support Group • Autism Spectrum Australia • Barwon Health • Baulkham Hills State Emergency Service • Beacon Foundation • Bedford Industries • Benevolent Society • Biala Special School • Bobby Goldsmith Foundation • Bone Marrow Donor Institute • BoysTown • Brave Hearts on the Murray • Breast Cancer Australia • Bull Creek Primary School • Burdekin Community Association • Busselton Hospice Care • CAF Community Fund • Camp Quality Limited • Cancer Council of the Northern Territory • Cancer Council of Western Australia

• Cancer Patients Assistance Society of NSW • CANTEEN • Care Australia Project Fund • Cerebral Palsy League of QLD • Chain Reaction Foundation • Chatsworth State School • Children’s Leukaemia and Cancer Research Foundation • Children’s Medical Research Institute • Chinese Association of Victoria Inc School Building Fund • Chromosone 18 Registry and Research Society • City Care Brisbane • C  ollaroy Surf Life Saving Club • Conservation Volunteers Australia • Conservation Volunteers Australia • Coolnwynpin State School • Council of Social Services of NSW • CREATE Foundation • Cromehurst School • Cure Cancer Australia Foundation • Currimundi Special School • Cystic Fibrosis Australia • Cystic Fibrosis NSW • Cystic Fibrosis QLD • Department of Emergency Services – QLD Ambulance Service • Diabetes Australia • Diabetes Australia, NSW • Diabetes Australia, VIC • Dialysis Escape Line of Australia • Diamond Valley Special Developmental School • Donald Primary School • Downs Syndrome Association of NSW • Dragons Abreast Australia • Dunedoo Central School • Earthwatch Australia • East Victoria Park Primary School • Eastern Fleurieu School • Endeavour Foundation • Epilepsy Australia • Epilepsy Foundation of VIC • Exodus Foundation • F inancial Markets Foundation for Children • Flinders Medical Centre Foundation • Foodbank QLD • Forbes High School • Fremantle Hospital Medical Research Foundation • Girl Guides Association of NSW • Good Beginnings Australia

• Grange Surf Life Saving Club • Greening Australia • Guide Dogs For The Blind Association of QLD • Guide Dogs NSW/ACT • Habitat for Humanity New Zealand • Handicapped Children’s Centre NSW • Healesville and District Ambulance Auxiliary • Heart Kids of SA • Heyfield Hospital • Hutt Street Centre • Inner City Mercy Mission • Inspire Foundation • International Children’s Care • Juvenile Diabetes Research Foundation • Karitane • Kids Future Kids • Kids in Need • Kids of Macarthur Health Foundation • Kildonan Child & Family Services • Kyogle State Emergancy Service • Lifeline Caboolture • Lifeline Darling Downs and Southwest QLD • Lifeline Macarthur • Lighthouse Foundation • Little Haven Cooloola Sunshine Coast Palliative Care • Long Reef Surf Life Saving Club • Macarthur Drug and Alcohol Services Committee • Mackay District Special School • Macleod Accommodation Support Service • MacMasters Beach Surf Life Saving Club • Macquarie University • Magic Moments Foundation • Maide Vale Primary School • Make-A-Wish Foundation • Mambourin Enterprises • Mamre Plains • Manly State Emergency Service • Medecins Sans Frontieres Australia Overseas Fund • Melbourne Health • Mental Health Foundation of Australia • Mental Illness Fellowship VIC • Mercy Health Care Newcastle • Micah Projects • Mildura Special Developmental School • Mission Australia

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• Movember Foundation • Multiple Sclerosis • Multiple Sclerosis Research Australia • Multiple Sclerosis Society of NSW • Muscular Dystrophy Association of NSW • National Association for Prevention of Child Abuse and Neglect • National Brain Injury Foundation • National Breast Cancer Centre • National Breast Cancer Foundation • National Heart Foundation of Australia • National Heart Foundation of Australia (NSW) • Neuroscience Institute of Schizophrenia and Allied Disorders • New Zealand Federation of Family Budgeting Services • Nonprofit Australia • North Bondi Surf Lifesavings Club • North Coast Children’s Home • North Rocks Rural Fire Brigade • North Shore Heart Research Foundation • Novita Children’s Services • NSW Wildlife Information and Rescue Service • Odyssey House McGrath Foundation • Opportunity International Australia • O  ’Sullivan Beach Primary School • Outcomes Australia • Oxfam Australia • OZCARE • Parkdale Secondary College • Pathways Fund • Peter Maccallum Cancer Institute • Petrie State School • Planet Ark Environmental Foundation • Police & Community Youth Clubs NSW • Project K Trust • Prostate Cancer Foundation of Australia • Prouille Catholic Primary School Wahroonga • Pularumpi School Melville Island • Queenscliff Surf Lifesaving Club • Queensland Cancer Fund • Queensland Police Citizens Youth Welfare Association • Rainbow of the Southern Highlands • Riding for the Disabled Association NSW Blue Mountains • Riverland Regional Health Service

• Royal Children’s Hospital Good Friday Appeal • Royal District Nursing Service Foundation of SA • Royal Flying Doctor Service of Australia • Royal Guide Dogs Associations of Australia • Royal Society For The Welfare of Mothers and Babies • Royal South Australia Deaf Society • RPH Adelaide • RSPCA Australia • RSPCA NSW • SA Blind Sporting Council • Sacred Heart College • Sailability NSW • Save The Children Fund – VIC Division • SCF Overseas Relief Fund • Scout Assoc of Aust NSW Branch • Scripture Union Queensland Schools Ministry Fund • Seeing Eye Dogs Australia • Seven Hills State School • Social Ventures Australia • Society of St Vincent de Paul State Council of NSW • Somerville Community Services • St Edmunds School for the Blind and Visually Impaired • St Gabriels School for Hearing Impaired Children • St John Ambulance Australia NSW • St Lucy’s School • St Mary’s Catholic Primary School • S t Patrick’s College Prospect Catholic College • St Vincent de Paul Society SA • St Vincent de Paul Society VIC • St Vincent’s Hospital Toowoomba • St Vincent’s Sydney Foundation • Starlight Children’s Foundation • Stroke Association of Victoria • Sudden Infant Death Association of NSW • Surf Life Saving Central Coast • Sydney Cancer Foundation Trust • Sydney Children’s Hospital Foundation • Sydney West Area Health Service • Taronga Park Zoological Garden • Technical Aid To The Disabled • Teen Challenge Foundation • Teen Challenge SA • Telethon Speech and Hearing Centre for Children WA • The Australia Cambodia Foundation

• The Australian Bird Fund • The Australian Kidney Foundation • The Baptist Union of Queensland • The Cancer Council NSW • The Cromehurst Foundation • The Leukaemia Foundation of Australia • The Leukaemia Foundation of NSW • The Leukaemia Foundation of QLD • The Queen Elizabeth Hospital Research Foundation • The Queensland Police Legacy Scheme • The Royal Alexdandra Hospital for Children • The Royal Children’s Hospital Foundation • The Salvation Army Australia • The Shepherd Centre • The Smith Family • The Society of St Hilarion • The Spastic Centre of NSW • The UNCLE Project • The Wheelchair and Disabled Association of Australia • Toowoomba Hospital Foundation • Townsend House • Try Youth Community Services • United Nations Children’s Fund • Unitingcare Wesley Adelaide • University of Sydney • Variety Club of Victoria • Variety The Children’s Charity NSW • Vision Australia • Warrawong High School • Warrimoo Rural Fire Brigade • Wesley Mission • Wesley Mission Brisbane • Western Health Service • Whitelion • William Rose School • Windaroo Valley State High School • Wollongong Public School • WorkVentures • World Vision Of Australia Overseas Aid Fund • World Wide Fund For Nature Australia • WSPA • Yalundah Support Services • York Peninsular Health Service • Youth Off The Streets • Youthcare WA • YWCA NSW • YWCA of Wellington and Hutt Valley

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Contact us telephone 02 9257 7601 website www.amp.com.au/ampfoundation email [email protected]

AMP Foundation Limited ABN 28 076 716 697 is the Trustee of the AMP Foundation ABN 64 153 084 728 and the AMP Foundation Charitable Trust ABN 45 237 572 935