Chairman’s Trust

www.clsa.com

Kay McArdle, CEO, PathFinders

From the ChairmanThrough the generous support of CLSA’s clients worldwide, the Chairman’s Trust has disbursed and pledged over US$27.8 million to 123 charitable organisations across Asia, the UK, the USA and Australia. Over the past 11 years, we are proud to have touched more than half a million lives in Asia and beyond.

This brochure highlights a range of our dynamic and diverse charity partners - from Indigenous education scholarships in Australia, to care for the elderly in Hong Kong, and agricultural enterprises for farmers in the Philippines. We are fortunate to have a wide network of CLSA staff actively searching for potential partner organisations across Asia.

On the penultimate page of this document you will find a new section, highlighting the division of our portfolio, our reach, achievements and impact. We hope this will provide you with a greater sense of our overall purpose and mission, and encourage you to delve further into the Chairman’s Trust via our website: www.clsa.com.

Jonathan Slone, ChairmanCLSA Chairman’s Trust

What we doThe CLSA Chairman’s Trust provides financial and human capital to support communities and groups across Asia and beyond.

The mandate of the Chairman’s Trust is to directly improve the lives of individuals and communities through impactful, sustainable, positive change via education, healthcare and other interventions.

The focus is on supporting small to medium-sized non-profit organisations where funding has an immediate and evident impact on the recipients.

The Chairman’s Trust is governed by an Advisory Committee and receives financial and administrative support from CLSA, ensuring 100% of funds are directly channelled to support projects.

Charities currently supported

Volume 10

‘Every child born in Hong Kong deserves a fair start in life. They need the building blocks: a family life, a legal identity, access to healthcare, education and legal representation, food, shelter and to be clothed. All children matter. It’s that simple.’

� Akanksha Trust (India)

� Angkor Hospital for Children (Cambodia)

� Ayala Foundation - MDC Greens Ornamental Plant Farmers (Philippines)

� Be Centre (Australia)

� Blue Dragon Children’s Foundation (Vietnam)

� Boston Scores (USA)

� Bright Dawn Foundation (Thailand)

� Children’s Medical Foundation (China)

� Christina Noble Children’s Foundation (Vietnam)

� Drive Forward Foundation (UK)

� Enrich (Hong Kong)

� Envision (UK)

� Hagar (Cambodia)

� Helping Hand (Hong Kong)

� Hong Kong Society for Rehabilitation (China)

� International Care Ministries (Philippines)

� Order of Malta - The Australian Association (Australia)

� PathFinders (Hong Kong)

� Safecast (Japan)

� Sense International (India)

� Summerbridge (Hong Kong)

� The Women’s Foundation (Hong Kong)

� Titian Foundation (Indonesia)

� Vibrant Communities (China)

� Vivian Slot Scholarship Fund (Thailand)

� Yalari (Australia)

� YOH Ltd (UK)

Chairman’s Trust Volume 10

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Be Centrewww.becentre.org.au 2013-18

� Be Centre provides play and creative therapy to children and families who have experienced trauma or challenges including domestic violence, sexual abuse, neglect, bullying, divorce, illness & bereavement, impact of drugs & alcohol, anxiety and depression

� Project: The Chairman’s Trust funds four playrooms and a viewing room at the Centre of Excellence for Play Therapy

� Staff sponsor: David Hunt

Order of Malta, The Australian Associationwww.orderofmalta.org.au 2016-19

� The Order of Malta Community Care Van assists the homeless in Sydney by distributing items such as water, sunscreen, sun hats and coats, as well as providing healthcare assistance

� Project: The Chairman’s Trust provides coats and hygiene packs for the homeless

� Staff sponsor: Mark Dorney

Yalariwww.yalari.org2018-19

� Yalari offers quality secondary educational boarding scholarships for Indigenous children from regional, rural and remote communities at leading Australian independent schools

� Project: The Chairman’s Trust funds Yalari’s orientation camp and student support officers

� Staff sponsors: Andrew Norman & Ashley Taylor

Cambodia

Angkor Hospital for Childrenwww.angkorhospital.org2016-19

� Angkor Hospital for Children is a paediatric healthcare organisation with a mission of improving healthcare for children in Cambodia

� Project: The Chairman’s Trust supports the Emergency Room and Paediatric Intensive Care Unit service provision, and staff capacity building

� Staff sponsors: Wayne Palmer & Gary Hall

Hagarwww.hagarinternational.org 2013-19

� Hagar is dedicated to the recovery of survivors of extreme human-rights abuse - particularly human trafficking, gender-based violence and sexual exploitation

� Project: The Chairman’s Trust funds the Community Learning Centre, an accelerated learning program for children who have missed multiple years of education due to poverty or abuse, enabling them access to education and eventually reintegrate into the public school system

Charities currently supported by the Chairman’s TrustAustralia

ChinaChildren’s Medical Foundation www.cmf.org.hk2016-19

� Children’s Medical Foundation establishes lifesaving neonatal care units, trains medical professionals, donates crucial equipment, provides financial assistance to families in need and ensures babies in remote areas of China have healthy, happier lives

� Project: The Chairman’s Trust supports neonatal resuscitation training and the Save-A-Baby Program in Liupanshui, Guizhou Province

� Staff sponsor: Mariana Kou

Hong Kong Society for Rehabilitationwww.rehabsociety.org.hk 2009-18

� Hong Kong Society for Rehabilitation provides rehabilitation training services in Mainland China and Hong Kong, as well as accessible transport and long-term care for the elderly, people with disabilities and chronic illness

� Project: The Chairman’s Trust supports a rehabilitation project for children with disabilities in Qinghai Province

� Staff sponsor: Hugh Kerridge

‘We will do all that we can to prevent human trafficking, slavery and abuse and we will strive to provide the necessary support for the communities we reach to become free and healed from the cycle of trauma.’Micaela Cronin, CEO, Hagar

Vibrant Communities 2012-18

� Vibrant Communities is dedicated to creating an inclusive environment for migrant children and their families to achieve their full potential

� Project: The Chairman’s Trust supports the Early Childhood Development Program for migrant children and their families at community centres in Beijing

� Staff sponsor: Nancy Zhang

Chairman’s Trust Volume 10

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Enrichwww.enrichhk.org2016-18

� Enrich promotes the economic empowerment of migrant domestic workers through educational workshops, mentoring and financial counselling

� Project: The Chairman’s Trust funds support the MoneyWise Migrants syllabus targeting newly arrived domestic workers, and the Indonesian mentoring program

� Staff sponsor: Mike McCoy

Helping Handwww.helpinghand.org.hk 2014-19

� Helping Hand aims to meet housing, care and other needs of senior citizens in Hong Kong

� Project: The Chairman’s Trust funded the installation of ceiling hoists in two elderly care centres

� Staff sponsor: Mariana Kou

PathFinderswww.pathfinders.org.hk 2013-18

� PathFinders aims to ensure that every migrant child born in Hong Kong has a fair start in life, by empowering their mothers to make informed life decisions and find a dignified path towards a safe and legal future

� Project: The Chairman’s Trust funds a shelter for expectant mothers, and the Mother’s Protection Program, supporting women and children who are in immediate danger

� Staff sponsor: Randy Wilbert

Summerbridgewww.summerbridge.org.hk 2011-19

� Summerbridge improves the educational trajectories of underprivileged students by providing them with tuition-free quality English education and life skills development over two intensive summer sessions, weekend and alumni programs

� Project: The Chairman’s Trust funding provides transportation, teaching materials, resources and activities for the Summer program

� Staff sponsor: Paul McKenzie

The Women’s Foundationwww.twfhk.org 2009-18

� The Women’s Foundation is dedicated to improving the lives of women and girls in Hong Kong through ground-breaking research, impactful and innovative community programs, education, media engagement and advocacy

� Project: The Chairman’s Trust funds the T.E.E.N. program, a leadership and diversity/gender awareness training for youth, providing educational, vocational and inspirational experiences, opportunities and exposure for the teen participants

� Staff sponsor: Sharon Chan

‘I came to Hong Kong two years ago. Due to cultural and language barriers, I was not willing to share my thoughts with others and felt lonely. The T.E.E.N. Programme has transformed me.’Josh, T.E.E.N. Programme Participant, The Women’s Foundation

Hong Kong

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IndonesiaTitian Foundationwww.titianfoundation.org 2008-20

� Titian Foundation aims to improve the education, knowledge and skills of underprivileged Indonesians

� Project: The Chairman’s Trust funds the Titian high school scholarship program and community learning centre in South Tangerang, Greater Jakarta

� Staff sponsor: Risna Agustin

India Akanksha Trust www.imleemahuaa.org 2017-18 � Akanksha Trust provides financial assistance to children in urban areas from families below the poverty line, and runs the Imlee Mahua School providing free education and meals to rural, tribal children in Chhattisgarh

� Project: The Chairman’s Trust supports the Imlee Mahua School, as well as students in Chennai and Kumharpara

Sense International India www.senseintindia.org 2011-18 � Sense International develops sustainable education and healthcare services for deafblind people and their families

� Project: The Chairman’s Trust supports a Sensory Screening and Early Intervention program, home and centre based education, access to mainstream education, training for parents and relatives, and assistive devices for deafblind people in Jharkhand

‘Titian really gave me guidance and direction. Titian taught me to plan and set targets that I have to achieve, which were foreign to me before I joined this program.’Hernando Pamardi, Scholarship Recipient, Titian Foundation

Chairman’s Trust Volume 10

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‘The Chairman’s Trust Safecast project will allow children at underserved schools to learn the science behind radiation and air pollution measurement, as well offering the experience of using low-cost technology to engage in grassroots data gathering for the public good.’Meade Thomson, Country Head - Japan & Staff Sponsor, Safecast

Bright Dawn Foundationwww.brightdawnfoundation.org 2012-20

� Bright Dawn Foundation provides educational and healthcare support to children attending five primary schools in the hinterland of Hua Hin

� Project: The Chairman’s Trust funds the English language program

� Staff sponsor: Michael Frost

Vivian Slot Scholarship Fund2009-19

� The Vivian Slot Scholarship Fund enables underprivileged students to study medicine at Thai universities

� Project: The Chairman’s Trust provides scholarships for medical and nursing students at universities across Thailand

ThailandPhilippinesAyala Foundation - MDC Greens Ornamental Plant Farmwww.ayalafoundation.org 2018-19

� Ayala Foundation - MDC Greens Ornamental Plant Farm is a community enterprise reducing poverty through the inclusion of the underprivileged in the value chain of integrated and green development

� Project: The Chairman’s Trust supports a livelihood project for 45 farmers, providing infrastructure and farm inputs needed for increased productivity

� Staff sponsors: Joyce Anne Ramos, Marc Espino & Mitzi De Dios

International Care Ministrieswww.caremin.com 2012-18

� International Care Ministries works with the ultrapoor in the Philippines, partnering with community leaders in disadvantaged communities and building their capacity to deliver services to the extreme poor

� Project: The Chairman’s Trust funds the Transform program, an informal adult education program building capabilities of participants to improve the quality of life and well-being for themselves and their families

� Staff sponsor: Jean-Pierre Raubenheimer

JapanSafecastwww.blog.safecast.org 2018-19

� Safecast is a global volunteer-centred citizen science project working to empower people with data about their environments

� Project: The Chairman’s Trust funds the One School, One Sensor program, installing radiation and air quality sensors and providing educational programs at six schools in Fukushima

� Staff sponsor: Meade Thomson

‘We now serve almost 1,200 meals daily to ensure that each child gets two nutritious meals a day.’Roger Perrin, President, Bright Dawn Foundation

Chairman’s Trust Volume 10

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Boston Scoreswww.bostonscores.org 2016-18

� Boston Scores provides academic support, enrichment programs and soccer to at-risk youth in Boston, developing children as students and athletes

� Project: The Chairman’s Trust supports the academic and social entrepreneurial program at two partner schools, including a boys’ academic coach and a girls’ academic coach, poetry slam, banquet and transportation

� Staff sponsor: Rick Yu

USABlue Dragon Children’s Foundationwww.bluedragon.org 2014-19

� Blue Dragon Children’s Foundation supports over 1,500 of the most vulnerable children in Vietnam, including street kids, children with disabilities, children from rural families living in extreme poverty, and victims of human trafficking and slavery

� Project: The Chairman’s Trust provides over 60 university scholarships to disadvantaged school leavers

� Staff sponsor: Brendan McGraw

VietnamChristina Noble Children’s Foundationwww.cncf.org2017-18

� Christina Noble Children’s Foundation serves children in need of emergency and long-term medical care, nutritional rehabilitation, educational opportunities, vocational training and job placement, as well as children at risk of sexual and economic exploitation

� Project: The Chairman’s Trust funds the Son Ca Kindergarten for underprivileged children in Ho Chi Minh City

� Staff sponsor: Robert O’Grady

UK

Drive Forward Foundationwww.driveforwardfoundation.com 2012-19

� Drive Forward Foundation supports care leavers aged 16-26 in London into employment, education and training

� Project: The Chairman’s Trust funds an employment consultant who assists young people into paid employment

� Staff sponsor: Damian Dwerryhouse

‘Envision works with children from disadvantaged backgrounds at their schools, motivates them into raising funds for a small local charity of their choice, then mentors them with the support of companies in the local community.’John Charlton-Jones, Head of Japan Sales, London & Staff Sponsor, Envision

Envisionwww.envision.org.uk 2018-19

� Envision enriches education for those from disadvantaged backgrounds by utilising resources in the local community to provide developmental social action programs in schools

� Project: The Chairman’s Trust supports the Community-Apprentice program at five schools in Bristol

� Staff sponsor: John Charlton-Jones

YOH Ltdwww.yoh.org.uk 2012-18

� YOH carries out detached and outreach work in Hackney to find, recruit and engage eight to 25 year olds, particularly those that are marginalised, vulnerable and at risk of social exclusion, through a range of developmental, educational and recreational activities

� Project: The Chairman’s Trust supports the Youth Coordinator and Youth Worker in order to deliver outreach and recreational activities at the Youth Centre

� Staff sponsors: Damian Dwerryhouse & Kieran Stewart

Chairman’s Trust Volume 10

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Our achievements (2007-2018)

US$27.8 million donated & pledged since 2007

164 CLSA staff sponsors

155 projects funded

123 charities supported

500,000 lives impacted

6,857 high school scholarships provided

1,371 university scholarships provided

10 natural disasters responded to throughout Asia

Our impact

A focus on Asia, with a global reach

Chairman’s Trust portfolio division

Small-scale grassroots initiatives

Mid-sized wide impact organisations

Regional perspective charities

� Projects addressing an issue with a specific, focused aim and strategy. We may support multiple initiatives in these types of organisations

� Charities covering multiple sectors/areas in order to achieve an overarching objective, in one country

� Charities with numerous, varied local community projects (regionally and/or internationally) working towards one key goal. We will only support one discreet project in these types of larger charities

3,998 people provided with access to surgery

Chairman’s Trust Volume 10

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CLSA Staff Sponsors

� Andrew Norman, Country Head, Australia

� Ashley Taylor, Chief Operating Officer, Australia

� Brendan McGraw, Chief Financial Officer, Hong Kong

� Damian Dwerryhouse, Director, Asia Sales, UK

� David Hunt, Head of Compliance, Australia

� Gary Hall, Head of Sales - Singapore Client Base, Singapore

� Hugh Kerridge, Head of Client Facilitation Trading, Hong Kong

� Jean-Pierre Raubenheimer, Finance Manager, Hong Kong

� John Charlton-Jones, Head of Japan Sales, UK

� Joyce Anne Ramos, Analyst, Philippines

� Kieran Stewart, Senior IT Manager - EMEA, UK

� Marc Espino, Analyst, Philippines

� Mariana Kou, Head of China Education & HK Consumer, Hong Kong

� Mark Dorney, Head of Australia & New Zealand Corporate Finance & Capital Markets, Australia

� Meade Thomson, Country Head, Japan

� Michael Frost, Head of Sales Trading, Thailand

� Mike McCoy, Vice Chairman - Capital Partners, Hong Kong

� Mitzi De Dios, Country Head, Philippines

� Nancy Zhang, Director - CRR Tours, China

� Paul McKenzie, Consultant, Hong Kong

� Randy Wilbert, CEO - CLSA Capital Partners, Hong Kong

� Rick Yu, Asia Sales, USA

� Risna Agustin, Roadshow & Corporate Liaison Manager, Indonesia

� Robert O’Grady, Head of Platform Services IT, Hong Kong

� Sharon Chan, Manager - HR Projects & Operations Control, Hong Kong

� Wayne Palmer, COO - CLSA Capital Partners, Singapore

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Applications to the Chairman’s Trust must be submitted via a CLSA employee, who is the key point of contact with the funded organisation. CLSA requires staff sponsors to be actively engaged and ready to commit a level of personal time into the project and organisation being proposed.The sponsor must: � Visit the organisation before submitting an application to the Chairman’s Trust

Advisory Committee � Conduct a site visit once per year for duration of funding � Assist the organisation with the Chairman’s Trust application process and

reporting requirements � Remain in close contact with key staff members

The staff sponsorship program ensures accountability, active engagement and involvement in the broader community.

Sponsors include:

Criteria for fundingAll prospective Chairman’s Trust grant recipients must demonstrate the following:

� Be located in Asia, or in countries in which CLSA operates

� Active support and involvement of a CLSA staff member (the ‘staff sponsor’)

� A clear track record of activity

� A clear capacity to expend grants wisely

� A delineated, accountable plan for success

� Sustainable, measurable results

� Where possible, a level of self-sustainability

� Strong leadership and on-the-ground, local resources

� Clear evidence of support from the local community

For more information please contact CLSA Head of Corporate Citizenship: Emma Levy (emma.levy@clsa.com)