The Perpetual Philanthropy Toolkit

Cat Fay is a senior social investment and business leader in Australia. She has more than twenty years’ experience advising families, individuals and institutions on philanthropic and social investment strategies.

At Perpetual, Cat oversees approximately $5 billion in community funds across Perpetual’s work with philanthropists, non-profits and Native Title groups. Under her management, Perpetual’s clients distribute around $120 million annually through philanthropic trusts, estates, and endowments. She is also responsible for driving Perpetual Private’s client strategy in ESG investment.

Prior to her time at Perpetual Cat worked at The Ian Potter Foundation in Australia and the Heritage Lottery Fund in Scotland and London advising on community and built heritage regeneration projects.

Outside of Perpetual, Caitriona is a leader in democratised philanthropy, focused on giving voice to communities in decision making. She’s a founding Board Member of GiveOUT – a national day of giving for LGBTQIA+ causes, a founding member of Melbourne Women’s Fund, a Board Member of The Ladder Project and a member of the International Women’s Forum.

Jane joined Perpetual in 2011 and is a philanthropic leader with significant experience and knowledge of the private wealth and the Australian not-for-profit sector.

Jane leads a national team of philanthropy specialists who work in partnership with philanthropists to help guide them through the process of establishing a charitable Foundation or Endowment, formulate giving strategies and make compliant and vision aligned decisions regarding their annual grants to communities.

Jane also works extensively with not-for-profit organisations across Australia to support them in building their capacity to deliver on their mission and demonstrate the outcomes of their work.

Jane has a strong governance background, having completed a Bachelor of Business and is a Graduate of the Australian Institute of Company Directors.

Emily Wellard-Baring is an experienced leader in the non-profit humanitarian aid and development sector across Indigenous Australia and the Pacific.

With a Masters’ Degree in Participatory Development, Emily has held senior-management roles at both large and small non-profit organisations and is passionate about building organisational strategy, sustainability and governance for sustainable social impact. Emily brings this experience to Perpetual to support Philanthropy clients to develop their strategic giving to the fields they are most passionate about, and support Non-Profit clients to build their long-term strategic and financial stability.