2013 - Legacy

Transcription

2013 - Legacy

Legacy Brisbane
2O13 AnnuaI Review
Caring for the families of incapacitated and deceased veterans
Contents
Strategic summary 1
Our Badge and the Charter of Legacy 2
President’s statement
4
CEO’s statement 5
Our governance 6
Programs and outcomes 8
Funding new services
12
Legacy at work 14
Legatees
16
National conference
18
Fundraising
20
Financials 23
Margaret Gurney’s story
24
Nicole Pearce’s story
25
Donors and sponsors
26
Departed comrades 28
Legacy Bris
bane
Strategic Su
mmary
2013-2016
Mission
Supporting th
Strateg
ic Prior
ities
of incapacita e families
1. Service an
te
d
Support
d
a
n
d
Ensure w
deceased ve
id
terans
effective ow and client services
and sustaina
and support
ble.
are relevant,
Values
2.Governan
c
e
a
n
d
Leadership
Ensure co
Empathy
n
planning p temporary governance
rocesses are
an
Understandin
applied to a d strategic and operati
g
3.People, C
o
chieve organ
isational goa nal Commitmen
Ensure lea ulture, Quality and Te
ls.
t
dership,
chnolog
The Spirit of
Picture: Lega
cy Youth Camp
2013
HR managem
y
systems su
en
Staff and pport the effective delivt, and information and
qu
Volunteers.
ery of servic
es by Legateality 4.Sustainab
es,
Ensure org ility, Investment and
financial a anisational viability and Innovation
developm nd cost control, investm sustainability through so
ent of new o
e
u
pportunities. nt management and the nd 5.Fundraisin
Commun g and Communicati
icating the o
o
n
rganisation m s
achievem
e
communit nts across stakeholder ission, challenges and g
y support an
d resources roups and sustaining for Legacy se
rvices.
Legacy is Ser
vice
Our Badge
The Badge of Legacy symbolises in its torch the undying flame of service and
sacrifice handed to us by our comrades in war who have passed on. In its wreath
of laurel, with its points inverted in remembrance, is the guerdon of honour;
that is the meed of those who gave their lives for their country.
The Charter of Legacy
The Spirit of Legacy is Service.
The care of dependants of those who served their country; namely, veterans
who gave their lives or health on operational service or subsequently, and
Australian Defence Force members who die in service,
affords a field for service.
Safeguarding the interests of dependants, especially children,
is a service worth rendering.
Personal effort is the main essential.
In as much as these are the activities of Legacy, it is our privilege to
accept the legacy of the fallen.
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Legacy Brisbane 2O13 Annual Review
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President’s Statement
On behalf of
the Board of
Directors, I have
much pleasure in
presenting this
Annual Review
and accompanying
Financial Statements of Legacy Brisbane
for the last reporting period. In a break
with past practice, we have separated
out the Financial Statements from the
Annual Review.
2013 has been a rewarding and
challenging year for Legacy Brisbane. In
October, we hosted the biennial national
conference of the 50 Legacy clubs. This
was a major undertaking and one which
produced some very exciting outcomes.
Our major challenge remains our ability
to continue to provide timely and
appropriate care, welfare and support
to our widows and their dependants.
This includes our younger widows and
the small number of families who are
afforded Legacy support as a result of
one of the partner’s incapacity. This is
Legacy’s purpose and is central to all that
we do. Continuing to do it in a modern
world with diminishing Legatee numbers
and changing widow expectations is,
and probably always has been our
fundamental challenge.
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The decline in numbers attending Care
Groups and Laurel Clubs is indicative of
the increasing lack of mobility of many
of our elderly widows and the increasing
need to provide even greater support
by way of home visitations, friendly
advice and support. We will continue
to be challenged by the small number
of Legatees we have in relation to our
widows needs.
For myself, I will be stepping down
from the Board at the end of March.
The truth is that being the President of
Legacy Brisbane is both a challenging
and humbling experience. I have always
felt honoured to be able to work with
the wonderful people within the Legacy
family and remain forever grateful
for their enthusiastic support and
sound advice.
At Contact Group level we have moved to
simplify and rationalise widow reporting
and where possible have community
services staff attend Contact Group
meetings to provide support.
Finally, I reiterate my gratitude to all of
our Legatees for their devotion, time and
compassion. I want to thank our staff for
their hard work and their commitment
to Legacy. We are also lucky to have a
range of other volunteers who willingly
provide assistance from time to time.
My sincere thanks to our Legatees,
staff and all our volunteers.
At Board level, I am delighted to advise
that our two independent directors,
Colonel Gavin Duncan, DSC and Mr
Keith Carl have both chosen to become
Legatees. This cements their relationship
with Legacy Brisbane. I am also very
pleased that all of our directors have
chosen to continue to serve on the
Board for the next 12 months. Together
with our three Trustees, they have the
important task of ensuring that Legacy
Brisbane continues to move forward,
modernising procedures and processes
while maintaining the culture and ethos
of Legacy.
In closing, I want to thank my fellow
directors for their commitment, sound
judgement and dedication.
I commend this Annual Review and
Financial Statements to you.
Tony Ralph
President
CEO’s Statement
It is a privilege
and pleasure to
report of Legacy
Brisbane’s vital
contribution
over 2013 to the
partners, children
and families of deceased and in some
cases incapacitated veterans. Support
services continued throughout the
Legatee metropolitan and country area
network, and through Care and Laurel
Clubs throughout Greater Brisbane.
President Tony Ralph and Legatee
Tony Jucha proudly and successfully
led arrangements and discussions for
the national conference which saw the
introduction of important service reforms.
The organisation provided a sound
commercial result, boosted significantly
by the generosity and goodwill of the
public and from particularly significant
considerations from the estates of a
number of very generous individuals.
2013 has been a year of several notable
highs, not the least being the national
conference however the year has also
been one of valuable learning for and
from the provision of support for partners
and families of contemporary and recent
ADF service personnel. Legacy nationally
has further determined to extend family
eligibility to those ADF members who die
in service and veterans who give their
health in service.
Legatee Contact Groups represent
the mainstay of our capacity to
remain connected and in touch with
approximately 8,000 widows throughout
Greater Brisbane. The teams are well
complimented by Legatees from
our 16 country areas, often working
independently in support of Legacy
values and traditions.
The staff group often provide the linkages
and bridges between Legatees and I
thank our three key teams of Fundraising
& Communications, Corporate Services
and Community Services for their work
and commitment.
Financially, the organisation returned a
strong net profit in large measure due to
generous bequest income including a
significant bequest from the estate of Mr
Pryce Charles Trow. Excluding bequest
incomes, the organisation operated at
a net loss of $208,480. The revaluation
reserve provided an unrealised gain of
$193,694 relating to equities and bonds
held, and conversely the three year
compulsory asset valuation of 41 Merivale
Street realised a net negative adjustment
of $1.53M from what some see as the
property valuation peak in October 2010.
Legatees and the staff group continue
with traditional care and support
responsibilities however increasingly we
look to the future and the needs of the
families of today’s veteran families. To a
large extent it is the needs of the children
and younger families which call Legacy
to unite and ensure our people, programs
and systems deliver against changing
needs and expectations.
I would also like to thank the Board for
its sound and principled guidance, in
particular the President Tony Ralph for
four years distinguished leadership and
service. On behalf of clients, stakeholders
and Legatees I extend our appreciation
for his and the Board’s substantial
contribution of time and expertise.
Thank you very much for your support
for one other and for the staff and
management team. I look forward to
a busy and exciting 2014 together.
Bernard Wilson
Chief Executive Officer
Throughout 2013 we have farewelled a
number of Legacy friends and we have
welcomed many others. Nationally,
Legacy celebrated its 90th year, a
wonderful achievement for a proud
organisation. The national conference
introduced a number of reforms and
initiatives as Legacy strives to adapt to
a changing environment and demand
for our services.
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Our Governance
Legacy Brisbane was established in 1928 by
Letters Patent issued pursuant to the Religious
Educational and Charitable Institutions Act
of 1861. Welfare activities are resourced by
the Legacy Fund of Brisbane. The Fund is an
income tax exempt charity and qualifies for
deductible gift recipient status.
Board of Directors
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1 Mr Tony Ralph Grad Dip Mngt, M Def Studies, MBA
Business Consultant / Director / President
2
Mr Chris Hamilton BAppSc, MBA, GAICD
CEO Employment Services Queensland /
Army Reserve Officer / Director / Vice President / Chair Welfare Committee
3 Mr Bernard Wilson MBA
CEO Brisbane Legacy / Executive Director 4 Mr Peter Keane BA (Mil), GAICD, FAIB, AMIAMA
Business Consultant / Director
5 Mr Ian Ferguson M Intl Security Studies,
GradDip Strat Studies
Business Consultant / Director
6 Mr Keith Carl
Lawyer / Director
7 Mr Brian McIntyre Grad Cert Mngt, AFCHSE
Retired / Director
8 Mr Greg Shannon, OAM
Retired / Director / Honorary Treasurer /
Chair Finance Committee
9 Mr John Reid B Surv (Hons), MIS Aust,
Reg Svyr (Cad) Qld, JP (Qual) Qld, JP NSW
Semi-retired / Director
10 Colonel Gavin Duncan, DSC
Army Officer / Director
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Achieving the mission
The Board’s primary role is to ensure that
Legacy Brisbane’s activities are directed
towards achieving its mission of caring
for the widows and dependants of the
families of incapacitated and deceased
veterans by: improving the lives of those
in Legacy’s care; advocating on their
behalf; providing information and support
to those in need; providing social contact
and interaction; and by developing
enduring partnerships with other welfare
providers.
Management responsibility
The Board has delegated responsibility
for Legacy Brisbane’s day-to-day
operations and administration to the CEO.
Board oversight
The Board oversees and monitors
organisational performance by:
•meeting at least six times during
the year;
•receiving detailed financial and other reports from management; and
•assigning to the Finance, Compliance and Risk Committee, Welfare Committee, Membership Committee
and Governance Committee responsibility to oversee particular aspects of Legacy Brisbane’s operations
and administration.
Specific responsibilities
of the Board
The Board fulfils its primary role by:
•selecting, appointing, guiding and mentoring the performance of the
CEO;
•formulating Legacy Brisbane’s Strategic Plan in conjunction with the CEO and management;
•approving operating and capital budgets formulated by the CEO and management;
•monitoring management’s progress in achieving the strategic plan and adherence to budgets, and ensuring
the integrity of internal controls, risk management and information management systems;
•putting in place a suite of delegations, policies and procedures;
•ensuring Legacy Brisbane’s financial viability, solvency and sustainability;
•ensuring stakeholders receive regular reports, including financial reports; and
•ensuring compliance with relevant legislation and regulations.
Risk management
The Board oversees the establishment,
implementation and annual review of
Legacy Brisbane’s risk management
system which is designed to protect
Legacy Brisbane’s reputation and
manage those risks which might preclude
it from achieving its goals.
Management is responsible for
establishing and implementing the risk
management system which assesses,
monitors and manages operational,
financial reporting and compliance risks.
Independent advice
The Board and its committees have
access to advice on legal, financial and
investment matters.
Board membership
All Board members, with the exception
of the CEO (a salaried officer), are
non-executive members and receive
no remuneration for their services.
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Programs and outcomes
Legacy Brisbane’s work providing support services and advocacy for our
elderly widows is still the cornerstone of service delivery, due in no small way
to the commitment of our 251 Legatees.
Our work with young widows and families continues to grow, and took on a
more structured approach in 2013 with Legacy formally accepting responsibility
for providing assistance to families of incapacitated veterans.
Providing assistance to both these groups links our long history and the
contemporary need for our services. Our sense of purpose for the future is
fed by the lessons and success of the past.
Contemporary widows and children
The program of support to the current generation assists 50 young widows
and their 85 children. These young women and one man are aged between
27 and 47. All lost their partners during or after military service, and are now
part of the Legacy family which has cared for thousands before them.
Assistance is provided on a needs basis, and the demand for services continues
to grow in areas such as emotional support, information and referral, financial
assistance towards education costs, health, development and special
needs support.
Defence families
The Australian Defence Force’s operational involvement has increased
dramatically over the past decade. At the request of the Australian Defence
Force, Legacy Brisbane introduced a defence families program in 2013 to
provide much needed support to this complex client group. The aim of this
new program is to help families adjust when a loved one is wounded or injured
on operations.
Our initial focus on defence families has been for the provision of outreach,
information, support, referrals and financial assistance. This work is very highly
regarded throughout the defence community.
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Elderly and Vietnam-era widows
110 war widows’ pension applications were processed and submitted by Legacy
Brisbane in 2013. This free service to widows provides advocacy and support
for financial security at a very difficult time in their lives. A further 127 widows
without pension entitlements were also enrolled as Legacy beneficiaries.
Once enrolled, these ladies are engaged in an ongoing way by a Legatee
or community services officer providing support, information and referral
according to their individual needs.
Attendance at monthly Care Groups or Laurel Club gatherings continues to
be a mainstay of our support to our widows. 47 such groups are operating.
A separate group of Vietnam-era widows also gathers on a monthly basis.
The numbers and longevity of these groups is a testament to the positive
outcomes gained by those who attend them.
People with disabilities
74 people with disabilities were assisted by Legacy Brisbane in the past
year. We engage regularly with 40 of these for group activities, celebrations,
socialisation and trips away.
This tight-knit and adventurous group, called Explorers, continues to enjoy a
wide range of activities providing social and learning experiences.
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Legacy’s service
model utilises trained
volunteers and staff,
with appropriate
financial resources,
to ensure widows’
and families’ suffering
is minimised, and
they are given every
assistance to adapt to
their new life. The vast
majority of advocacy,
visitation, advice
and companionship
is provided by
volunteers.
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Funding new services
Legacy Brisbane extended services
to defence families in 2013 where
the member may still be in service or
has discharged with wounds or injury
affecting his or her ability to support a
family.
Finances are strained and assistance
was sought from Legacy to gain advice
and help plan for the future. Tracey’s
immediate need was the care of her
children while she underwent surgery
and a difficult recovery period.
Legacy support may be for a brief period,
or longer depending on the impact of the
wound or injury. Legacy does not work
directly with the veteran or Australian
Defence Force member, but with other
family members who are impacted.
Legacy assisted with sourcing this
support, but it became apparent that
the family needed ongoing care to help
them cope with the marital separation,
the husband and father’s post-traumatic
stress, the children’s autism and the
myriad of social, financial and personal
problems associated with the family’s
situation.
Support includes helping families navigate
the sources of available assistance, gain
access to financial or debt management,
youth activities, help with school and
training expenses, and to connect with
sources of domestic assistance. The
focus is about building a more positive
future for the family through networks to
assist with any longer term challenges,
as well as assisting with immediate and
unexpected needs.
For many defence families, the priority is
for children to maintain their schooling
and friends, as well as enjoy social
activities that give them a break from
a changed home life.
One example of this was the assistance
Legacy Brisbane provided to Tracey, a
single parent of three young children.
Tracey is separated from her husband
who is badly affected by post-traumatic
stress, and she herself has a physical
impairment. Two of the children have
autism and attend a school to meet their
special needs.
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Legacy implemented a care plan
including immediate, short-term financial
relief and advocacy for a wide range
of community services to help her
cope with her difficult and unusual
circumstances. The plan also included
regular contact and visitation by Legacy
staff and others for companionship and
a source of trusted advice.
Tracey and her family can now face the
future with confidence. Although their
lives will be difficult as a result of their
husband and father’s health, Tracey
and the children now know that their
problems need never be faced alone.
Legacy will continue to do whatever it
takes to protect this young family.
Bequests
The increasing use of the Australian
Defence Force on military operations
in recent years has created a new
generation of veterans and families to
be cared for. As a consequence, the
range of Legacy’s services continues
to grow. None are more challenging
or complex than with families of
serving or separating members of the
Australian Defence Force who have
given their health in service
to Australia.
Implementation of new or extended
services is only possible when
we receive extraordinary funding,
particularly in the form of bequests.
One such bequest received in 2013 was
from the late Mr Pryce Charles Trow of
Buderim. Mr Trow’s bequest will assist
with much of Legacy’s work, including
with Australian Defence Force families
impacted by a loved one’s wounds or
injury.
Without the generosity of people
like Mr Trow, these and many other
Legacy services wouldn’t exist.
Most bequests are made by ordinary
people who want to have a positive
impact in their community after
they’re gone. You don’t have to be rich
to make a difference. You just have
to make a simple decision to create
a better life for families who have
sacrificed so much.
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Legacy at work
Children’s camp
Nonagenarian high tea
Families’ weekend
As a cornerstone of Legacy’s work with
young people, youth camps draw on a
high level of energy and commitment
from Legatees, volunteers and staff to
make them a success.
Legacy Brisbane loves to embrace and
celebrate the healthy ageing of our WWII
widows. One of the many ways we do
this is to hold a nonagenarians’ (over 90’s)
high tea each year.
The 2013 families’ weekend away was
held at Caloundra in November, attended
by 31 family members and 12 parents.
The major 2013 camp was no exception,
with young people aged from 8 to 18
years coming from across Australia
to spend a week at Burleigh Heads.
It was a week full of fun, challenges
and adventure, with plenty of time for
campers to bond in the very special way
that Legacy kids do.
On this occasion in 2013 we were joined
by almost 100 ladies. Impressively, most
arrived at the function under their own
steam. They are a vibrant group of
ladies with many a story to tell, and all
appreciated the chance to dress up and
celebrate in style.
The experience of losing a father or
mother is a traumatic event in a child’s
life. Bringing these children together
in a supervised and supported camp
designed for the purpose is a powerful
way to make a positive impact and assist
families recover from their grief.
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The first evening involved a boat ride
up the river, and the next day staff and
volunteers gave the parents a break by
taking the children to the beach. A fun
day was had canoeing, sail boarding
and building sand castles, followed by
a barbeque lunch, board games and an
energetic game of cricket. That evening
the group had a night out at a local
restaurant and the children had the
chance to attend a local Kids’ Club.
Children who attend these weekends
often comment that the most enjoyable
aspect is meeting and catching up with
others who have had similar experiences
of grief and loss. A close second is
the opportunity to be involved in new,
enjoyable and adventurous activities.
Explorers’ weekends
The Tall Poppies
Laurel Clubs & Care Groups
The Explorers Group caters for veterans’
young and adult children with a disability
aged from 23 to 72 years. Organised
and escorted weekends away are
keenly anticipated. These activities give
Explorers time to catch up with friends as
well as experience activities they may not
be able to do alone.
For younger parents, the Tall Poppies’
activities offer an opportunity to get
together, and for their children to meet
new friends. Tall Poppies was the name
given by the parents themselves to
describe their group. A facebook site
was created for members, and has
done much to cement new friendships
and bonds.
Legacy Brisbane’s peer support groups
for ladies have been an important part
of Legacy for decades. The aging of our
largest client group has meant falling
numbers attending on a regular basis.
However, the Laurel Clubs and Care
Groups continue to provide a great
deal of peer support, recreation and
socialisation for almost 1,500 ladies
across South East Queensland.
The Explorers participated in two key
activities in 2013. The first was a weekend
in the Brisbane CBD, staying at a city
hotel and experiencing Brisbane as never
before. A highlight of the weekend was
the Turkish restaurant Ahmet’s, with its
panoply of scrumptious and unusual
food, great music, and energetic dancing.
The second event was a paddle wheeler
cruise on the Brisbane River, gaining
a new appreciation of Brisbane, its
riverbank and surrounds. No-one will
forget the smorgasbord and its new and
delightful food choices.
The number of widows with young
families has understandably grown in
recent years, and this growth is expected
to continue as Legacy extends its
services to the families of those who
die or give their health in service.
Events organised in 2013 included two
outings and a family weekend away. For
some Tall Poppies, these events may be
the only time out from busy lives, and
a great opportunity to socialise. Legacy
always provides staff members and
volunteers to help everyone relax and
enjoy themselves.
Ladies gather on a monthly basis at 47
locations from Sunnybank to Stanthorpe
and everywhere in between. Impressively,
the groups are largely self-sustaining.
Groups are coordinated by the ladies
themselves, many of whom have
contributed years of voluntary service
to ensure groups operate smoothly and
achieve their purpose as a focal point in
the lives of Legacy widows.
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Legatees: the spirit of Legacy is service
Each successive generation of Australian
veterans has felt compelled to assist
their comrades’ families after they
witnessed the suffering and hardship
faced by widows and children. Legacy is
the volunteer organisation founded on
this promise to care for the families of
the fallen, and is named for the way its
volunteers accept responsibility for the
services provided.
Within Legacy Brisbane, 251 Legatees
currently care for 8,275 widows and
children of deceased veterans. They do
this in the name of a grateful nation and
as a service to the community.
Legatees also provide individual support
to the partners of deceased veterans
who will, understandably, be stressed
by grief and loneliness for some time.
Legatees are trained and properly
informed of government agency services,
community support networks and other
providers that will make life easier when
a loved one dies or is incapacitated.
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Legacy even has its own networks
of people in similar circumstances of
loss and bereavement. In cases where
community services are unavailable or
inadequate, Legacy can also provide or
facilitate legal and financial advice and
assistance, health and lifestyle resources,
and in the future, help with individual
disability and ageing issues.
Most Legatees have a military
background, and are fully aware of the
situation families find themselves in after
the death or incapacity of a veteran.
Legacy can never replace a deceased
father, mother or spouse, but we will do
whatever it takes to protect, support
and guide families. Using a combination
of knowledge, community influence and
direct provision of social services we will
strive to create the ideal environment
in which each family can thrive, despite
their sacrifice and loss.
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National conference
Legacy Brisbane had the honour of
hosting the 78th Biennial National
Conference of Legacy Clubs in October.
This was a significant undertaking. More
than 250 attendees and guests began
the conference with a memorial service
at the Shrine of Remembrance in Anzac
Square then moved to City Hall where
the conference was officially opened
by her Excellency the Governor of
Queensland and Legacy Brisbane patron
Ms Penelope Wensley AC.
After two days of conference, including a
keynote address by Prime Minister Tony
Abbott we concluded with a dinner where
Australia’s Chief of the Defence Force and
Legacy patron General David Hurley was
the guest of honour.
The national conference was a great
event in every sense and achieved some
very positive outcomes.
•The first and most significant was that
as a national organisation Legacy
committed itself to the provision of
Legacy care and support to the families
and dependants of all Australian
Defence Force personnel who die in
service. This removed the previous
requirement that death had to be as a
result of or attributable to operational
service.
•The second is the provision of Legacy
care and benefits to the families of
Australian Defence Force personnel
who lose their life or their health
(physical or mental) as a result of
operational service.
•The third was a continuation of the Legacy governance review.
The first two outcomes are at the core
of Legacy’s work in the future. They are
positive and encouraging examples of
Legacy’s commitment to the families of
those who suffer as a result of service
for our nation.
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The governance review is critical as
Legacy continues to meet the new and
demanding challenges confronting
all organisations that operate in the
not-for-profit sector.
None of this success would have been
possible without a great deal of hard
work by our staff and our Legatees.
Conference Chair, Legatee Tony Jucha
applied an enormous amount of
creditability, common sense and ability
to ensure conference outcomes were
achieved.
In summary it was a great conference
with terrific outcomes. Success
resulted from a great deal of planning,
coordination, long hours and commitment
by Legatees and staff.
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Fundraising
Because Legacy’s income is not
government-based, we rely on the
generosity of the Australian community
for support. Engaging with the
community, appealing for funds,
and informing our supporters and
donors about our work is only possible
because of the considerable efforts of
Legatees, other volunteers and a small
fundraising staff.
Major Events
Events provide a way to engage additional support for the important work of Legacy.
Fun and memorable activities attract participants from a broad cross-section of the
community, introducing new supporters to Legacy and our people.
The largest of these events is the Australian Defence Charity Ball, conducted in
September each year. Now firmly established in the social calendar, the ball attracts
1,000 people. The event gives members of the Australian Defence Force, contractors,
other companies and individuals the opportunity to come together with Legacy and
commit to the care of defence families.
Legacy Brisbane continues to undertake
a wide range of activities to generate
the funds required to support over 8,000
widows and dependants of incapacitated
and deceased servicemen and women.
Our focus is on attracting and retaining
financial supporters and increasing
community participation in Legacy’s
work. Fundraising activities also give
us the opportunity to demonstrate the
value of our work in the community.
Third party activities
Fundraising for Legacy by third parties in the community is also important and is
experiencing substantial growth. Schools, hotels, military units and community groups
have conducted activities such as dress-down days, fun runs, Kokoda treks, themed
celebrations and community collections. Our message to these supporters is that every
dollar counts towards supporting Legacy’s families. We continue to be amazed at the
imagination, effort and generosity of our valued community fundraisers.
Corporate Support
Through developing long-term relationships with businesses and other entities,
Legacy is able to create a network of community partners providing much more than
financial resources. Partnerships also provide us with greater reach in the community,
management assistance, fundraising manpower and the opportunity to educate a
new audience in Legacy ideals and outcomes.
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Legacy Week
Mail campaigns
Investments
The first week of September is Legacy
Week. This is the one occasion each
year when Legacy takes to the streets
to explain to the public what it does
and directly ask for support. Legatees,
widows, members of the Australian
Defence Force and volunteers join
together to seek donations in shopping
centres, train stations, malls and other
public areas. The public’s contact
with Legatees during this week does
much to reinforce Legacy in the public
consciousness as a caring, effective,
volunteer-directed organisation worthy
of support. As with previous years, the
steadfast support of the 7th Brigade
and 1st Signal Regiment is central to the
success of Legacy Week fundraising.
The largest source of donations to
Legacy Brisbane is the response to four
direct mail appeals each year: ANZAC
Day, end of financial year, Legacy Week
and Remembrance Day. Each appeal
highlights an individual or family assisted
by Legacy, and attempts to bring our
donors and our widows and families
closer together. As well as providing
an opportunity to donate, these
communications also serve as a reminder
to donors of the impact of their support.
Much of our spending is non-recurrent,
and this sometimes leads to a build-up of
funds awaiting expenditure. These funds
create an investment pool which can be
prudently invested, yet still be available
for release for the intended use in caring
for our widows and families. Depending
on a number of factors, including the level
of interest rates and the strength of the
stock market, this strategy of financial
stewardship provides a useful boost for
the funding of service delivery programs.
Bequests
Trusts and grants
Gifts bequeathed by farsighted
supporters continue to be a major source
of income for Legacy. Bequests are
especially helpful to build Legacy’s longterm capability and are a highly effective
way for supporters to preserve and
extend community service projects and
services that resonate with them.
While income from trusts and grantmaking institutions provide us with funds,
there are many factors that influence
how much we obtain from year to year.
The organisations that make grants or
disburse money from established trusts
are themselves subject to the vagaries
of the market. Consequently, income
from these sources tends to be irregular
and unstable. Nevertheless, Legacy has
established a program to strengthen
this type of funding by linking specific
activities and outcomes to the most
appropriate trusts and grants. This will
contribute to a steadier and more reliable
income stream in the future.
When supporters inform Legacy of
their intention to leave a bequest,
they gain membership to the exclusive
Legacy Torch Society. The Society was
created in 2011 to acknowledge and
thank benefactors for the valuable
contribution that their bequest will
make to the enduring care of the needy
and the deserving people Legacy
helps. All members of this special
group are regularly honoured for their
thoughtfulness and generosity.
22
Financials
Ordinary income sources (2013)
Other donations (13%)
Investments (22%)
Third party activities (2%)
National sponsors (5%)
Direct mail (23%)
Trusts and grants (8%)
Events (10%)
Legacy Week (17%)
Community services expenditure (2013)
Bereavement and
emotional support (21%)
Legacy Brisbane’s
income from ordinary
sources was $2,595,019
in 2013. This was an
increase of $49,447 (1.9%)
from the previous year.
These charts show
where this income
is sourced, and the
community services
programs it supports.
Pension advocacy (21%)
Financial relief (8%)
Young families (13%)
Relief of social isolation (17%)
In-home safety and security (6%)
People with disabilities (4%)
Defence families (10%)
23
Margaret Gurney’s Story
Legacy widow Mrs Margaret Gurney
was the wife of Bob Gurney, a Squadron
Leader and navigator with the Royal
Australian Air Force during WWII. Bob
was killed when his plane crashed in 1942
during the battle of Milne Bay, in present
day Papua New Guinea.
History marks the epic action at Milne
Bay as one of two land battles that saved
Port Moresby, consequently securing
Australia from the threat of invasion. An
airstrip was named in Bob’s honour at
Milne Bay, and Margaret received Bob’s
Air Force Cross, posthumously awarded
for his important role in the victory.
At the time of his death, Bob had a one
year old daughter, Christine, who had
been diagnosed profoundly deaf as a
result of rubella.
In 1942, Legacy took Margaret and her
daughter Christine under its wing and has
been alongside the family ever since.
Margaret is very appreciative of Legacy’s
support.
“It’s been wonderful to know Legacy
continues to be there for us. Even back
in the early days from 1942 the president
of Legacy was an ear specialist and went
out of his way to provide great assistance
to Christine and myself by treating my
daughter’s disability. It was his personal
concern for Christine’s wellbeing that
ensured she could continue to be cared
for at home by me. He made a great
difference in both our lives.”
24
“Recently I suffered a broken hip when I
tripped on the garden path. My friend and
Legacy member, Ron Osborn was there
to visit me in hospital and to see that I
was well on the road to recovery. Legacy
has also provided me with a dedicated
community service worker, who visits me
regularly to check that, at my age of 96,
I’m still coming along okay. “
“It’s been a huge comfort to have Legacy
in my life, and I am especially thankful
for the interest they have taken with
Christine.”
“Since losing Bob in WWII, now over
70 years on I’m so grateful Legacy has
been a constant in our lives. It’s been a
genuine lifetime commitment of care.”
Nicole Pearce’s Story
Legacy has assisted Nicole, Stephanie
and Hannah cope with their grief, but
also to rebuild their lives.
Trooper David Pearce was the loving
husband of Nicole for 18 wonderful years,
and the proud and doting father of their
two young daughters Stephanie and
Hannah. In 2007, David was tragically
killed serving in Afghanistan.
For David’s family, his death seems like
only yesterday, and Nicole still vividly
remembers this tragic time.
“It is hard for me to put into words how
we felt in the days and weeks after we
received the terrible news of his death.
I remember so little, except the veil
of disbelief and agonising sorrow that
descended on us then, and remains
with us still. Many people lose family
members, but David was taken from us
so suddenly and so violently. His coffin
came home to us draped in an Australian
flag, and at that pitifully lonely air force
base, was carried from a military jet to
the waiting hearse. I can only describe
that day as the worst of my life.
The media at the time was full of news
about David’s death. Generals and
politicians were calling him a hero, but
the girls and I wondered how we would
survive without him as a husband and
father.”
Soon after David’s funeral, Legacy
contacted Nicole and her young family,
promising to help them financially, and
surrounding them with a strong network.
“Legacy is my safety net, and after
Davey’s death, helped achieve one of
the most important things to me –
that Stephanie and Hannah receive a
good education. Legacy assisted with
fees, books, uniforms and academic
requirements so the girls’ education
would not suffer.
Legacy’s network had also been a
lifeline – there to help our family cope
with almost anything. Knowing I have
someone to turn to is the greatest
comfort and reassurance to me. I have
a very caring and thoughtful Legacy
volunteer who watches over us, and I
know he does this in honour of David.”
Legacy is proud to be able to bring
strength and hope to the widow and
children of Trooper David Pearce, and
many others like them. We do this in
the name of a grateful nation.
25
Donors and sponsors
Legacy enjoys the support of over 5,000
financial contributors, and is proud to
be backed by a range of partners who
help us provide a brighter future for
widows and families in need. Most of
Legacy’s funds are sourced from private
individuals, although our number of
institutional supporters grows each year.
In 2013, we continued to provide
opportunities for our passionate
supporters to contribute to our work.
We are grateful for the positive way that
so many businesses, individuals and
organisations responded to requests for
sponsorships and donations.
This generosity is appreciated, whether it
is by community partnerships, bequests,
major cash donations, one-off donations
or regular monthly contributions. For
Legacy’s volunteers, staff and clients,
these contributions are encouraging and
uplifting, and we would like to thank all
supporters for their generosity during
2013, especially those listed here.
26
Bequests
Mrs Jill Bain
Mrs Elizabeth Bosworth
Mrs Vera Crantich
Mrs Christine Ann Edmonds
Mrs Edith Evelyn
Mr George Findlater
Mrs Vera Forster
Mrs Velda Howard
Mrs Beryl O’Connor
Mr J D Ricardo
Mrs Yvonne Russell
Mrs Margaret K Shepherd
Mrs Dulcie Spencer
Mr Pryce Charles Trow
Mrs Elena Zemit
Business and corporate
supporters
AAFCANS
Aim Laboratory Automation Technology
Arrow Energy
Australian Aerospace
Bootcamp Bribie
Byrne Holdings
Cardno (Queensland)
Chalk Hotel
Coveline
Defence Bank
DG Wilson Constructions
Essell Investments
Executive Excellence
Gill and Company
Granville BC
Grealy and Grealy
Index Group
Jandet Pty Ltd
JJ Richards and Sons
John Holland Group
Kosny Corporation
Laser Force
Military History Tours
Navy Health
Packrats.biz
Panda Pearls Australia
Pig N Whistle
The Next Level Consulting Services
Tony Judd Real Estate
True Blue Line Boring
VRT Systems
WDT Engineers
Xennox Jewellers
Military and related
organisations
1st Field Regiment Royal Australian Artillery
1st Topographical Survey Squadron
55 Australian Field Park Company Assoc.
National Servicemen’s Association (Qld)
Naval Assoc of Australia (Redcliffe)
RSL Banyo Sub-Branch
RSL Beenleigh Sub-Branch
RSL Beerwah Peachester Sub-Branch
RSL Caloundra Sub-Branch
RSL Chinchilla Sub Branch
RSL Gympie Sub-Branch
RSL Kilcoy Sub-Branch
RSL Kooralbyn Valley Sub-Branch
RSL Logan Village Sub-Branch
RSL Maleny Sub-Branch
RSL Mary Valley Sub-Branch
RSL Chinchilla Sub-Branch
RSL Redcliffe Sub-Branch
RSL Russell Island Sub-Branch
RSL St George Sub-Branch
RSL Surat Sub-Branch
RSL Tewantin-Noosa Sub-Branch
RSL Tewantin/Noosa Women’s Auxiliary
RSL Tin Can Bay Sub-Branch
RSL Tramways Sub-Branch
RSL Wynnum Sub-Branch
RSL Yeronga Dutton Park Sub-Branch
School communities
Anglican Church Grammar School
Cannon Hill Anglican College
Clayfield College
Ferny Hills State School
Holy Cross School Wooloowin
Logan Village State School
Marist College Ashgrove
New Farm State School
Somerset Hills State School
Springwood Road State School
Yugumbir State School
Grant-making institutions
Major individual donors
ANZAC Day Trust
C H Boden Memorial Trust
DJ Thomas Family Trust
Heller Foundation
Judith Musgrave Family Foundation
M F Gill Foundation
Queensland Community Foundation
Alan H Anderson
J Armstrong
Elizabeth M Atkin
Robert G Bain
Dorothy M Ball
Carol Barben
Shirley J Beanland
H M Beavis
Trevor Beckinsale
Margaret Bell
Graham Billinghurst
Valma Bird
Hilary A Blackband
Gwenyth B Bodger
Helen M Bourke
Stanley M Bradford
Frank Brant
Kay E Brassil
Felicia B Broadhurst
Russell & Kay Brothers
David T Buchanan
Beverley J Burns
Pauline G Burns
Gloria A Butler
Adeline M Byers
John H Byrne
C Newton
Margaret E Cameron
Donald P Cameron
D Campbell
Roderick C Campbell
Tim Capes
Heather J Ceccato
John Chirman
Adriana Christiansen
Neil Clark
Heather Clark
Jocelyn Clarkson
Sandra Clifton
Marjorie R Coleman
Steven P Cook
Joan E Court
Peter D Cranstoun
Jean Crawshaw
Edna M Davies
Ken Davis
Eric Denham
David Donnan
Barry G Downs
Clubs and associations
Anglican Parish of Redcliffe
Australian Institute of Management
Australian Mariners Welfare Society
Fogolar Furlan Brisbane
Goondiwindi Golf & Country Club
Goondiwindi Lions Club
Headlands Golf Club
Inglewood Golf Club
Keperra Sanctuary Retirement Village
Lions Club of Brisbane Coorparoo Inc
Living Choice Kawana Island Village Residents
Macleay Island Bowls Club
National Bankers Association of Queensland
Norths Leagues & Services Club
Order of the Eastern Star ADAH Chapter No.13
Palmwoods Hotel Social Fishing Club
Queensland Shared Services
Quilpie Diggers Race Club
Rainbow Beach Sports and Recreation Club
Red Beret Paratroop Association
Rotary Club of West Brisbane Daybreak
RSL Beaudesert Services Club
RSL Gympie & District Memorial Citizens Club
RSL Hellenic Women’s Auxilary
RSL Kedron Wavell Services Club
RSL Maroochydore & Ex-Services Club
RSL Maroochydore Bowls Club
RSL Morningside Services Club
RSL Nambour Services & Citizens Club
RSL Wynnum Services Memorial Club
Tewantin Noosa Golf Club
Toompine Progress Association
Dan Downs
Theresa B Draper
R J Elcock
Elva Emmerson
Patricia E English
Gloria J Facer
Tim V Fairfax
Alma Featherstone
Henrietta Fergus
Jan Finegan
S M Finger
Joyce C Flanagan
Pat Fleming
Patrice G Foote
Jonathan Ford
Beresford M Francis
David A Fraser
Muriel L Fraser
Bruce H Garbutt
Royce B Gardiner
Daniel George
Leonard T Giddens
Donald R Gilchrist
David Gillingham
S C Gregory
Frank W Grigg
S V Hadwen
George R Hall
David Hannell
Bradley Hardiman
Jean Harris
Betty J Harrison
Michael J Hart
D R Hart
Isabella M Haynes
Peter S Heathcote
M Hedendahl
Gwen Henderson
Joan F Hewitt
Helen Hewitt
Dacia Hill
R Hope
May V Hope-Johnstone
Michael Horwood
Joyce E Howes
Molly J Hunt
Merle J Hurley
M Hurst
Gwenyth M Jack
Ivy Jamieson
Allan Johnson
John F Jones
Merle Jones
Helen M Joughin
Elva L Kernovske
Dorothy Knowlman
Martin D Kriewaldt
John Lakey
Helen Lambe
Ivy Langtry
Michael Leddy
Howard I Leemon
Peter Lehninger
V R Licciardi
Edith Lock
Mark J Logan
Alastair Love
Antony Love
Paul Luckin
Myrtle Lupton
Jim & Faye Lyons
David J MacGibbon
Diana L Makin
Samir Malek
Ruth Marjason
T M Mathers
E D Mayhew
Nick J Mazzarol
G J McCafferty
Brad McCall
Paul A McClure
Anthony J McDonald
Moira McDowall
David McEniery
Margaret M McGuire
Shirley M McKeough
Shirley McLean
Westie D McMillan
Geertruida E Millar
William E Miller
Meredith Miller
Jennifer Morrisson
Valerie Moynihan
John D Nixon-Smith
R R Noakes
James P O’Regan
Patrick O’Shea
John N Parker
Mary Paterson
W G Patrick
Rita I Pearson
R E Porter
Edward Press
J E Priestley
Aaron Radford
Ann L Reid
Barry Renaud
Denis J Riley
Douglas W Robertson
Douglas Robertson
Gordon A Rose
Edward Rowe
Ian M Russell
Robert Schofield
Peter F Sharwood
BC Slaughter
Nigel G Smith
Maureen Smyth
Shaun Spain
A B Starky
Helen Stehbens
Marie E Stokes
Keith Styles
Margaret M Summers
Anna Symons
Paul Taylor
Joan L te Kloot
Vivian P Tomkinson
Pamela Train
Irene A Treichel
C Tucker
Betty Tudberry
Betty G Tuddenham
Jeanette Wan
Stephen Ward
June Watson
Loloma M Weir
Karen Weir
M A West
Frank White
Keith Wilkinson
R Wilson
Charles H Wilson
Noeleen Wood
Jennifer R Wythes
Graham Yates
Peter Zahnleiter
27
Departed comrades
Betty Bates
Donald Lord
Walter Buchanan
Patrick “Hugh” Murray
John “Jack” Byers
Warwick Phillips
William “Neville” Colville
John Pitcher
Sydney “Frank” Davies
John Pollack
John Drennan
Doug Robbins
Colin Firmin
Steve Steiger
John A Godfrey
Stan Heron
Ken Leckenby
George Walters
James “Jimmy” White
William “Bill” Winter
Legacy fondly remembers the Legatees who
have recently passed away, and offers sincere
condolences to their families.
28
BRISBANE
NAMBOUR
Legacy House
41 Merivale Street
South Brisbane QLD 4101
National Australia Bank Building
Suite 5, Level 1, 38 Queen Street
Nambour QLD 4560
PO Box 3003
South Brisbane BC QLD 4101
PO Box 149
Nambour QLD 4560
Telephone:(07) 3029 5600
Email: [email protected]
Facsimile: (07) 3846 2093
Telephone:(07) 5441 3748
Email: [email protected]
Facsimile: (07) 5441 3968
www.legacy.com.au/brisbane

2013 - Legacy

Transcription

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