Sebastian Wilberforce Email & Phone Number

Christchurch, Canterbury, New Zealand

* Manager of the grant making T G Macarthy Trust with an endowment of $102,000,000 and a granting budget of approx $3,000,000 p.a.. Assets include investments in shareholdings and a substantial property in Wellington. Managing a strategic review, and the granting programme which includes reporting to the Board of Governors chaired by the Governor General of New Zealand and including the Prime Minister or his Representative, the Catholic Archbishop of Wellington and the Mayor of Wellington.* Trustee of several other multi-million dollar and smaller trusts. Includes devising and reviewing granting strategies, making grants and liaising applicants and grantees, and with advisory boards. * Ad hoc advisory work such as role modelling effective trust governance to an external board of trustees, and managing their dysfunction in the context of court proceedings to avoid Public Trust being appointed trustee of last resort. * Business development including- promoting Public Trust’s charities services- advising individuals who wish to set up their own charitable trust or one commemorating a loved one, for a cause or a charity close to their hearts;- advising trustees of existing charitable trusts who no longer want the responsibility of administering the trust and to hand it on.

Christchurch, New Zealand

Wilberforce & Associates was a trusts management, fundraising and communications consultancy for the NFP and the university sectors.Clients included: Lincoln University, Lincoln University Foundation, Lincoln University Centennial Trust, Manaaki Whenua Research Trust, Arts Centre Trust, Maia Health Foundation, Medical Research Institute of New Zealand, the Canterbury Medical Research Foundation, Saunders Robinson Brown solicitors, and Dr Rhonda Powell, barrister. Briefs included: Advising the University on options to free $8,000,000 tied up in largely dormant trusts;Putting the governance and management of the Centennial Trust on sound footing, and managing it;Setting up Lincoln University Foundation with a clear purpose and the governance, management and communications strategy required, and managing it; For the Arts Centre Trust, Maia Health Foundation, Medical Research Institute of NZ, and the Canterbury Medical Research Foundation researching and writing legacy fundraising strategies. This included devising communications strategies, and writing copy for print and digital. It also included teaching them how to talk to prospects and donors about legacies, how to help them write a will, and to manage their on-going relationships with them; For the Manaaki Whenua Research Trust evaluating and reporting on all is fundraising and comms options; For the lawyers analysing trusts for compliance with new legislation, writing reports, project management and stakeholder management. Skills required: application of relevant laws, philanthropy, fundraising strategy and human psychology based on experience and knowledge acquired in part as editor of the leading text book on legacy fundraising now in its 4th ed. Also from applying US research on human psychology on legacy giving to the local context and mindset. Experience in donor stewardship including of HNWIs and of stakeholder engagement. Outcomes: all projects successfully completed on time and to budget.

Christchurch, Canterbury, New Zealand

The challengeTo position the University to ask for and secure gifts in wills from its supporters and others it was not in touch with, bequest fundraising providing the best return on investment (1:33 is not unusual), and to assist in the establishment phase of two capital campaigns including communication strategy, copy and imagery for print and digital pieces. Key Responsibilities• Research: applying US data on human psychology in will making to the current context, and researching the university to profile donors, and identify messaging, bequests for specific purposes, communication channels, and resourcing requirements. • Strategy: writing the bequest fundraising strategy using my knowledge as editor and contributor to the leading textbook in the field, then in its third edition. • Communications: devising strategy for gifts in wills communications, and the capital appeal communications and providing copy for print, web and the university’s first use of video (which I initiated). Key Achievements• Resourced the University with its first fully articulated bequest fundraising strategy.• Provided a suite of communication resources to support the fundraising.• Initiated the University’s first use of video for fundraising purposes.

Postgraduate Certificate, Counselling

Taking two courses: Counselling and Psychology: Theory and Skills Solution-Focused Theory And Skills With Individuals And Groups.

Law Society Finals, Common Professional Exam And Law Society Finals, Passed All Heads

Theology, Theology, With Papers In Psychology And Art History, Ii:I

Activities and Societies: Member of student union council Founder and editor of an arts magazine