DOCUMENT

2018 REPORT UNIVERSITY OF OTAGO FOUNDATION TRUST



The University of Otago Foundation Trust is committed to sustaining a culture of excellence, supporting world-class research, teaching and scholarship across the University. By contributing to the University of Otago, you become part of this tradition of philanthropy, enabling staff and students to achieve their full potential, and to make meaningful contributions to our local, national and international communities.

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Contents The University of Otago Foundation Trust 6 Trustees 7 Chairman’s Report 8 Foundation Trust asset allocation 10 Distributions 11 $10 million donation for dental facility 12 Groundbreaking discoveries in paediatric genetics 16 Performance scholarship recipient finds a perfect fit 20 EXPINKT™ tailored for cancer survivors 24 Annual Appeal 27 New members welcomed to Court of Benefactors 28 Thank you 32 University of Otago Overseas Trusts 36 Giving to the Foundation Trust 37 Further information 39 5

The University of Otago Foundation Trust The University of Otago Foundation Trust is a registered charitable trust, established in 2002 to receive and administer all donations, bequests and sponsorship monies gifted to the University. As an umbrella trust, it comprises 400 individual professionals. This Board meets regularly to evaluate the trust funds, each with specific terms and performance of the fund and to ensure all investment conditions stating the purpose for which its objectives and policy guidelines are being met.* funds are to be used. All monies received by the The Board receives advice from a Board-appointed Trust are combined for investment purposes, independent external investment advisor who reviews enabling investment risk to be managed through and endorses investment decisions and offers advice on a diversified, balanced portfolio that includes purchases and sales for the portfolio. shares, property, bonds and cash. The risks and exposure to individual investments and sectors are also regularly monitored and reviewed, with The Trust is managed by a Board of Trustees, including advice from a board-appointed independent external Council members, senior University staff and investment investment advisor. * A detailed investment policy provides guidelines on asset allocation and social responsibility issues, and is regularly reviewed by the trustees. Where appropriate, capital is to be preserved and increased by an amount at least equal to the rate of inflation, and that an income return of 4.5% is achieved. Operating costs are low, at just 0.38% of funds held each year. 6

2018 Trustees Dr John Ward Mr Stephen Higgs Chairman Appointed by Council BCom HonLLD(Otago) FCA CFInstD BCom(Otago) FCA CFInstD Dr Royden Somerville QC Ms L. Carrie Hobson Chancellor Appointed by Council LLM PhD(Otago) AAMINZ BCom(Hons)(Otago) RGON Professor Harlene Hayne Mr Stuart McLauchlan Vice-Chancellor Appointed by Council ONZM BA HonDSc(Colorado College) BCom(Otago) FCA(PP) AFInstD MS PhD(Rutgers) FRSNZ Solicitor: External Advisor: Mr Diccon Sim BA LLB(Otago) BCL(Oxf) Mr Alan Lee of JMI Wealth Limited, Auckland Gallaway Cook Allan, Dunedin Auditors: Audit New Zealand, on behalf of the Auditor General 7

Chairman’s Report Philanthropy has been important to the success of the University of Otago since its establishment in 1869. Endowments, gifts and donations have helped Otago become an institution internationally recognised for teaching and research excellence, as well as for its commitment to local, national and international betterment. In 2018 the University received one of its most Philanthropy creates opportunities. It enables us to do substantial gifts ever. Businessman and Otago things that might otherwise not be done. It helps us attract alumnus Dr Graeme Hart and his family gifted highly-qualified staff, the best and brightest students, $10 million to help the University develop a new and to provide world-class facilities for them to work dental teaching and patient treatment facility in. It also helps us to use our knowledge and expertise in South Auckland (please see pages 12-15). We to enhance the well-being of our society, and to support are immensely grateful to the Harts for this those students for whom university would otherwise be outstanding generosity. This funding will make a an unlikely dream. Stories that highlight these benefits can significant contribution to the new facility which be found in the following pages of this report. will not only provide Otago dental students with The University of Otago continues to operate in a diverse learning experiences, but will also enable fiscally constrained environment, so all gifts – large the local communities to receive much needed and small, regular or one-off – make a real difference to dental care at a very accessible cost. everything we do. I am pleased to report that as a result 8

of your generosity the Foundation Trust was able to make distributions of $10.6 million to the University in 2018 to support academic chairs, research, scholarships and more. “Philanthropy Historically our trustees have adopted a careful and creates conservative approach to managing the many gifts, opportunities. bequests and endowments which have been received by the University. This prudent approach has served us well It enables us to in the past, with the Trust reporting an average return of do things that 8.7 per cent over the past five years. I am confident that might otherwise this excellent performance will continue in the future. not be done.” I would like to acknowledge the time and expertise contributed by my fellow trustees over the 2018 year. I would also like to thank those who contribute to, and DR J.F. WARD work tirelessly for, our overseas trusts: the Alumni of the University of Otago in America Inc., the University of Otago Trust (UK), and the University of Otago Foundation for Malaysia. Most importantly, I would like to thank you, our University of Otago donors. As the University celebrates its 150th anniversary in 2019 we need to ensure that our reputation for excellence, so carefully nurtured over many 8.7% $10.6M decades, continues to define us. With your support we can do this. AVERAGE RETURN DISTRIBUTED DR J.F. WARD Chairman, 5 YEARS 2018 Board of Trustees 9

Foundation Trust asset allocation AS AT 31 DECEMBER 2018 New Zealand Equities (14%) Property (17%) Australian Equities (12%) Global Equities (18%) Small Companies (6%) Bonds (28%) Cash (5%) 10

Distributions Breakdown of initiatives supported by the Trust 2018 Support for Chairs (33%) General Funds (30%) Research Centres (4%) Fellowships (4%) Scholarships (13%) Research Funds (13%) Prizes (3%) The University of Otago Foundation Trust distributed more than $10.6 million to support chairs, research, fellowships, scholarships, awards and prizes across the spectrum of University activity. Over the following pages we showcase examples of this, highlighting some of the work that is being supported and the people who are being helped. 11

$10 million donation for dental facility A substantial gift from international businessman and Otago alumnus Dr Graeme Hart and his wife, Robyn, will help the University of Otago develop a new dental teaching and patient treatment facility in South Auckland. The $10 million donation is one of the most Patients will be contributing to the education of the significant gifts in the University’s 150-year country’s future dentists and, in exchange, they will history. The new dental facility that it will have access to high-quality dental care. support will provide many advantages for Otago The new facility will follow the long-standing social staff and students, and also for the health and contract model operated successfully at the Dunedin well-being of the people and communities of School, where patients receive treatment provided South Auckland. by students under supervision at a highly accessible cost. Forty-eight final-year Bachelor of Dental Surgery The $28.2 million two-storey, 32-chair facility will be students will be assigned to the facility at one time and built on land owned by the Counties Manukau District will experience diverse practical learning opportunities, Health Board at its Manukau Super Clinic on Great working in a community with high dental need, South Road and is a “win-win” for everyone involved. currently under-served with access to dental care. 12

An artist’s impression of the University of Otago dental teaching facility and patient treatment clinic to be built in South Auckland. 13

University of Otago Vice-Chancellor Professor there with global reach. He considers that completing Harlene Hayne says the University is very grateful an Otago MBA was one of the most pivotal and to the Hart family for their generous support of the influential experiences of his career. University and this project. His research thesis outlined a growth strategy for “The University is highly committed to providing Rank, then a small party-hire company and now the outstanding education and to contributing to the largest business enterprise in New Zealand – Rank communities where our campuses are located. The Hart Group – under which sits a vast global platform. family’s donation will allow us to proceed with certainty on the development of this dental teaching facility in the Counties Manukau region and it will assist us in making a substantial positive difference to the health care and wider well-being of residents of New Zealand’s largest city.” Dr Hart says he is very pleased to be able to support both the University and the South Auckland community. “We are delighted to “We are delighted to be able to help our University be able to help our to provide a dental facility that will meet the needs University to provide a of lower socio-economic groups. We are particularly dental facility that will pleased that the youth and young children of South meet the needs of lower Auckland will benefit from this facility.” socio-economic groups.” Dr Hart notes that he and family members are very thankful for having had the opportunity to study at the DR GRAEME HART University of Otago, to have experienced life on the PHOTO: NZ HERALD University of Otago campus and to meet individuals 14

“The Hart family’s donation ... will assist us in making a substantial positive difference to the health care and wider well-being of residents of New Zealand’s largest city.” – Professor Harlene Hayne Vice-Chancellor 15

“Everything we do has to be meaningful and helpful to families.” PROFESSOR STEPHEN ROBERTSON 16

Groundbreaking discoveries in paediatric genetics The lives of families throughout the world are being bettered by Otago University research on genes that cause severe abnormalities in some babies. Cure Kids Professor of Paediatric Genetics the family, which the mothers and their daughters had Stephen Robertson is leading research which a 50 per cent chance of silently carrying, and their sons focuses on rare single-gene disorders, particularly had a 50/50 risk of fatally inheriting. severe life-limiting malformations affecting The discovery went way beyond one family’s babies’ skeletons and brains. problems. Robertson located other unrelated families around the world with the same or similar conditions On graduating in science and medicine from Otago caused by the same mutant gene, and discovered that in 1990, Robertson worked in Nelson, Auckland and it was also linked to other vastly different conditions. Melbourne, specialising in paediatrics and clinical What Robertson describes as the “startling” genetics. revelation was heralded as a world breakthrough in While working at Starship Children’s Hospital in human genetics. He likens it to finding a single spelling Auckland, he was touched by the heart-wrenching mistake among 150 million genetic letters. experience of a Maori family whose baby boys were The Maori family’s plight – and Robertson’s tireless dying soon after birth from unexplained skeletal search for an answer – was the subject of an award- malformations. winning documentary, Lifting of the Makutu, the title Robertson headed to Oxford University to do a referencing the belief that the family was cursed. doctorate and identified the defective gene affecting Robertson returned to Otago in 2002 as the 17

inaugural Professor of Paediatric Genetics. The embryonic or foetal development. professorial chair was established with funding His ongoing clinical work with families in Dunedin, from the Child Health Research Foundation – set Invercargill and Wellington feeds into the science his up by Rotary in 1971 and better known today by its group undertakes in the laboratory. public face of Cure Kids – and also supported by the “A lot of the things we study, I bring straight from a Government’s Partnerships for Excellence programme clinical question that comes up, either from my own and the University’s Leading Thinkers Initiative. patients, or a patient from a colleague up-country or Robertson and the Clinical Genetics Group he leads overseas. Everything we do has to be meaningful and have identified genes that are implicated in various helpful to families.” genetic skeleton and brain disorders affecting children. Robertson and his team are globally regarded as The recent discovery of the cause of a rare condition go-to people when it comes to disorders characterised that results in the fusing of bones in the spine and by malformations of the skeleton and brain. limbs is but one example. Robertson says that the financial support from Robertson notes that the benefits of identifying Cure Kids and from major funders of individual research mutant genes go far beyond being able to offer families projects – notably the Health Research Council of New an explanation for what went wrong, as important Zealand and the Marsden Fund – are crucial to their work. as that is. The world-renowned paediatric geneticist has In such cases as the Maori family, for example, with received many personal accolades, most recently a simple blood test clinicians are able to tell potential that of being elected a Centenary Fellow of the Royal mothers whether they carry the mutant gene, which Society of New Zealand. in turns opens the door for other options, such as He is quick to acknowledge, however, the selecting unaffected embryos for implantation during collaboration of scientists and clinicians throughout in vitro fertilisation. the world and, particularly, members of his group in Robertson adds that, in exceptional cases, drugs Dunedin, including two people who have been with can usefully treat genetic disorders, but cures are him since day one: research fellow Dr Zandra Jenkins a rarity because the problems occur so early in and laboratory technician Tim Morgan. 18

What Robertson describes as the “startling” revelation was heralded as a world breakthrough in human genetics. He likens it to finding a single spelling mistake among 150 million genetic letters. 19

Performance scholarship recipient finds a perfect fit Theatre Studies and Genetics might not seem an obvious combination, but for Marie Eden they are a perfect fit. Marie received a Callis Trust Performance Scholarship in 2018 and is studying for a Bachelor of Arts majoring in Theatre Studies, with a minor in Genetics. The first-year performance scholarships were While she plans to continue onto the College of established in 2010 with the support of the Education after her degree and become a high school Callis Charitable Trust, a Dunedin-based drama teacher, her science papers also put a big philanthropic organisation. They aim to smile on her face. encourage excellence in areas of performance “The first thing people say to me when I tell them including sport, culture, music and the arts, what I’m doing is ’that’s an interesting mix’. Genetics is and are available to academically-able students just something I have always found interesting.” who have demonstrated high-level ability in The three papers she enjoyed most during her first their chosen area of performance. year were Theatre Technology, Improvisation and Cells. “I’ve been doing theatre since I was about five years “The Cells labs didn’t feel like three hours of torture. old – it’s a really big part of my identity,” says Marie, I’m no good at sitting down. I have to have something to who grew up in Queenstown. “Theatre to me is like do with my hands, so I was taking photos and videos on breathing. It’s something I need in my life.” my phone of all the cool things I was seeing and, on the 20

“Gaining the scholarship was like a sigh of relief.” MARIE EDEN 21

way home, I’d call my mum and tell her about what we She appreciates the differences between the science did today and she’d say ‘well I don’t really understand, and arts subjects, saying Theatre Studies gives her more but you sound happy’.” chance to socialise, work in pairs and groups and talk Marie says due to family circumstances she had to people. been worried about the financial burden of attending “You are learning, but also you feel really comfortable, university, but receiving the scholarship meant she which aids the learning. Science still feels classroomy – was able to enjoy her first year with as little stress you’re on a seat at a desk taking notes. It’s really cool to as possible, as she used it to help pay for her fees at see the big difference.” Caroline Freeman College. She has found one other student who is doing the “Gaining the scholarship was like a sigh of relief. same course as her – “we got very excited”. I began realising I really was going to university.” As part of her studies, Marie has helped backstage She made friends quickly at the residential college with three productions and learned about everything and, after the first week of lectures, says she “couldn’t that happens off stage, including the sound and the wait” to get further into her study. lighting. “I knew what I had chosen was right. I loved the “We had to see it from the ground up – from the feeling I had after classes, actually wanting to read my technical point of view – and I gained a new respect for textbooks and do the work needed. I couldn’t wait to all the work that goes on behind the scenes.” spend three or four more years here.” In the future, she would like to take part in a Capping Although Otago had been where she was leaning Show, but for now her study is keeping her busy. towards after leaving school, the scholarship was “the She has found the Theatre Studies community, final push” because, as well as removing the financial including all her lecturers, very welcoming and supportive. worry, it also meant she could study both the subject “Theatre is very therapeutic. As soon as you step into areas she was interested in. theatre the outside world doesn’t matter, there’s just “It was a big plus that I could do both here.” you and whoever you’re working with.” 22

“I knew what I had chosen was right. I loved the feeling I had after classes, actually wanting to read my textbooks and do the work needed. I couldn’t wait to spend three or four more years here.” – Callis Trust Performance Scholarship recipient Marie Eden 23

EXPINKT™ tailored for cancer survivors The Otago EXPINKT™ programme is unique to New Zealand, providing tailored exercise programmes for cancer survivors and patients in a safe, supervised and supportive environment. And its results are impressive. Established in 2009 by Otago School of Physical clinical treatment. Here members – many of whom Education, Sport and Exercise Sciences Associate have never been to a gym before – receive one-on-one Professor Lynnette Jones, EXPINKT™ (Exercise supervised exercise training, combining resistance and Training Beyond Breast Cancer) links theory with cardiorespiratory fitness training. Following an initial practice and is a legacy to Jones’ close friend who supervised period, members can then choose to continue lost her battle with cancer that same year. to attend group-based circuit classes. More than 350 cancer patients, aged between 26 and It aims to improve the physical health and quality of life 92 years, have been referred to the EXPINKT™ programme, of participants through prescribed, tailored and monitored with the vast majority of those taking up the opportunity exercise programmes. And, while initially designed for to exercise. Today, around 120 EXPINKT™ gym members breast cancer survivors, due to its effectiveness Dunedin participate in supervised or group training each week. oncologists are now referring both women and men with EXPINKT™ also provides a valuable opportunity for other cancers, including colorectal, ovarian, prostate, Otago students taking the Exercise and Cancer Recovery thyroid, neuroendocrine and blood cancers. paper to work with cancer survivors as EXPINKT™ trainers. The EXPINKT™ gym provides a safe and supportive Specifically developed by Jones to complement the environment in which patients can rehabilitate from exercise programme, the paper equips students to work 24

The EXPINKT™ exercise programme improves the physical health and well-being of participants through prescribed and monitored exercise programmes. 25

“I began my ‘journey’ at the gym in 2009 while undergoing chemotherapy and radiotherapy treatment, and it was a great boost to my confidence at a time when life seemed to be going all downhill... I treasured my hour there each week as it was time to focus on me, away from the constant trauma of medical intervention. I continue to attend the gym on a weekly basis: for me EXPINKT is like a ‘life line’.” – Pam Seaton, EXPINKT™’s first member effectively with cancer survivors and to understand the set to support two full-time specialist EXPINKT™ trainers, complexities of exercise in this setting. with the long-term vision of establishing a University of The EXPINKT™ programme has been praised by Otago Cancer Rehabilitation Centre specialising in exercise Southern District Health Board medical oncologist Dr Blair oncology research and teaching. McLaren. “I believe that this group is making a significant contribution to the growing literature around the benefits of exercise, weight reduction and rehabilitation from breast For more information about EXPINKT™ cancer treatment. It would be a significant blow to the care otago.ac.nz/sopeses/outreach/expinkt_clinic.html of these patients if this programme were not to continue.” To ensure this programme can continue, a fundraising To donate through the secure giving page goal of $120,000 per year for the next three years has been alumni.otago.ac.nz/annual-appeal-donate 26

Annual Appeal The EXPINKT™ cancer rehabilitation programme is one of five important initiatives being supported by the University’s Annual Appeal. The other projects are: Alumni Entrance Scholarships: accommodation grants its ageing RV Polaris II with a new vessel offering greater Financial hardship is a real barrier for many talented young technical and teaching capabilities across a range people hoping to study at Otago. Gaining a scholarship to live of environments. in a residential college for their first year of study gives them Blood test to detect Alzheimer’s disease a wonderful start to university life. With improved health care and better nutrition people are Music, Theatre and Performing Arts Facility living longer and enjoying healthier lives. Yet with longer The University of Otago is undertaking a $28 million project life comes an increased risk of Alzheimer’s disease. This to develop a state-of-the-art Music, Theatre and Performing disabling condition requires better means of early detection, Arts Facility with multi-use recording and performance spaces so therapies can commence earlier – a recent discovery by available for use by students and the community; and providing the Brain Health Research Centre may address this. local, national and international opportunities in performance. Marine Studies: replacement research vessel To support any of these projects please go to the secure giving page: For the past 30 years Otago has operated a research vessel alumni.otago.ac.nz/annual-appeal-donate to enable staff and students to take part in scientifically For further information: significant research expeditions. As research challenges and otago.ac.nz/alumni/donate/annual-appeal teaching needs grow, the University now hopes to replace or email: [email protected] 27

The Court of Benefactors’ dinner, held in September 2018, will be an annual event. 28

New members welcomed to Court of Benefactors A dinner held at the University of Otago last September celebrated the Court of Benefactors, the University’s major donors. The University of Otago Court of Benefactors featuring University music students, and heard speeches was established in 2006 with the purpose of about the innovative research that the University is doing keeping major donors abreast of University thanks to the generous support of its benefactors. developments. It is a similar model to that used University Chancellor Dr Royden Somerville QC at other major universities such as the University told those assembled that “philanthropy is inextricably of Oxford in England. Where the benefactor linked to the future. Knowing that one’s opportunities is a private individual or couple, they remain and experiences in life allow one to make a meaningful members of the Court for life. If the benefactor contribution towards the well-being of future generations is a corporate body, such as a trust or company, is extremely important.” the body concerned will be invited to nominate “The Court’s selfless support of the higher education, one person to join the Court. That person research and community outreach undertaken by the will remain a member of the Court until they University, both nationally and internationally, allows it resign or retire, at that time another person to pursue its principal objective of benefiting human can be nominated to the Court or membership well-being.” can lapse. Vice-Chancellor Professor Harlene Hayne says “as a university we are fortunate that so many of the The dinner, which will now be an annual event, took things we hold dear, started with a gift. This dinner place on Tuesday 11 September 2018 at the University’s provides a wonderful opportunity to celebrate the Staff Club. Guests were greeted by a string quartet generosity of our donors.” 29

Eight new members were introduced to the Court: • Mercy Hospital Dunedin Limited • The Neurological Foundation of New Zealand, • Eamon Cleary Charitable Trust represented by its CEO Richard Easton • AgResearch Invermay • Gillian and Dick Jardine from Queenstown, who gifted • Otago Community Trust their Woolshed Bay property • Jim and Mary Carney Charitable Trust • The McKenzie Charitable Foundation represented by • New Zealand Institute for Cancer Research Trust two trustees, Graham Kennedy and Don McFarlane • Eion and Jan Edgar Charitable Trust • Dr Elman Poole of Oxford, who was represented by • Dr Robert G. Webster his niece Dr Elizabeth Poole • Dunedin City Council • The Association of Home Science Alumnae, represented • The Ron Lister Trust by Mrs Michelle Purton and Dr Jane Malthus • Stuart D. McKinlay • The Alumni of University of Otago in America Inc. • The Brian Mason Scientific and Technical Trust Dr Somerville told those assembled that the University • Emeritus Professor Richard H. Sibson of Otago was founded on philanthropy. The Presbyterian Synod of Otago and Southland provided funds for one of The existing members of the Court are: the first four chairs at the University. It then funded a further • Stuart Residence Halls Council three chairs, including operational expenses through to the • Gama Foundation beginning of 1946 (worth more than $11 million in today’s terms), when government funding began. It continues to • Aotearoa New Zealand Peace and Conflict Studies Centre Trust fund some courses and a chair at the University today. “This year we will mark its establishment in 1869 with over • Cure Kids 150 events held in New Zealand and overseas. It is a time to • Alexander McMillan Trust reflect on the University’s rich heritage and exciting future.” • New Zealand Law Foundation • Dr Trevor Scott The next Court dinner will be held in the second half of 2019. 30

“The Court’s selfless support of the higher education, research and community outreach undertaken by the University, both nationally and internationally, allows it to pursue its principal objective of benefiting human well-being.” – Chancellor Dr Royden Somerville QC 31

THANK YOU 32

The University of Otago is grateful to all donors who, through their generosity, are enabling the Foundation Trust to provide support across the spectrum of all University activities. We would particularly like to acknowledge the support of the following individuals and groups who provided support in excess of $1,000 in 2018, as well as all of those who have chosen to remain anonymous. 33

Ms Margaret Aitken Harraway & Sons Ltd Alumni of University of Otago in America Inc Dr Graeme and Mrs Robyn Hart Mr David Ballantyne Ms Annette Jackman Dr Judith Barfoot Jim and Mary Carney Charitable Trust Mr Roger Belton John S Latsis Public Foundation Dr James Boyne Mr Struan Little Dr Rosamond Bridgman Mackenzie Charitable Foundation Ms Elizabeth Burns Mr Murray MacKinnon Callis Charitable Trust Emeritus Professor Sir Alan Mark FRSNZ Canon New Zealand Ltd and Lady Pat Mark QSO Mr Leonard Cook CBE Dr Graeme Marsh CBE and Mrs Eunice Marsh Mr William Edwards Mr Gregory Metcalfe Emeritus Professor Frederick Fastier Neurology Special Interest Group Mr Roger Fewtrell Dr Nicholas Playfair Mrs Helen and Mr John Fisher Mr Allan Portis Mr James Forster Mr Piet Radford Mr Ross Grant Rei Foundation Limited Mr Murray Haig Mrs Marianne Rendle Dr David Hamilton Reunion of the 1967 MB ChB Class Mr Ben Hands Reunion of the 1998 MB ChB Class Dr Roger Reynolds 34

Lyn and Bruce Robertson Professor Bruce Ross CNZM Dr Peter Rothwell MNZM and Mrs Gaye Rothwell Ms Helen Sinclair St John's Presbyterian Church Mr Brian Stevenson ONZM Dr Richard Stone Ms Vicki Sutherland Helen Thacker The Otago Phoenix Club Mr Geoff Thomas U3A Dunedin Dr David Vey Sir James Wallace KNZM ONZM Dr John Ward and Mrs Sue Ward Wilberforce Trust Ms Nicola Williams Professor Christine Winterbourn CNZM Mr Frank Wong 35

University of Otago Overseas Trusts The University of Otago Trust (UK) The Alumni of the University of Otago in America, Inc Trustees: Ms Kirsty Fiddes Mr Neil Matheson (President) Miss Jennifer Moates Mr Jonathon Wong (Secretary) Miss Kyla Chapman Mr John Crowe (Treasurer) Mr Alistair Wishart Mrs Jacinta Calverley Sir Paul Beresford MP Mrs Catherine Shyer Professor Helen Heslop Committee: Dr Andrew Hamer Mr Leighton Cassidy Mr Nigel Bain Ms Emma Haggas Mr Aaron Whitehouse AUOA Honorary Advisory Board: Ms Libby Gordon Professor Sir Murray Brennan [email protected] Mrs Jennifer Schreiber Professor Andrew King Dr Geoff Nichol University of Otago Foundation for Malaysia Dr William (Bill) Lindquist Wong Cham Mew Dr AnnMarie Oien Tan Sri Dato’(Dr) Haji Ahmad Azizuddin Bin Haji Zainal Abidin Professor Harlene Hayne www.alumniuoa.com Dr Royden Somerville QC Professor Helen Nicholson 36

Giving to the Foundation Trust I would like to support the University of Otago Foundation Trust. Residents in the UK please visit: Amount of gift: goldengiving.com/wall/otagouniversity trust $50 $100 $250 $500 $1000 or email Jenny Elmes: [email protected] or $ Residents in the USA who wish to make a tax deductible donation, please visit: I would like my gift directed to: alumniuoa.com Research Scholarships Greatest need or email John Crowe: [email protected] Residents in New Zealand and rest of the world Payment options: please send this form and your donation to: 1. Make a donation: using our secure giving webpage: otago.ac.nz/foundation-trust Development & Alumni Relations Office University of Otago 2. Charge my credit card: Visa Mastercard PO Box 56, Dunedin 9054 New Zealand Card #: Name: Expiry date: CVC#: Address: Cardholder’s name: Signature: Email: 3. Pay by cheque: I enclose a cheque payable to: “The University Foundation Trust” Thank you for your support. 37

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Further information For further information about the University of Otago’s The University of Otago Foundation Trust’s trusts, to receive a copy of the Foundation Trust’s financial statements are also available on the financial statements or to make a donation, Charities Services website: please contact: charities.govt.nz Ms Shelagh Murray Director, Development and Alumni Relations Phone +64 3 479 8381 Email [email protected] 39