Gift Trust annual report

Gift Trust news

This year has been a year of growth for The Gift Trust, but we’ve remained true to our roots by doing what we do best: helping people spread their generosity to those who need it most.

This year has been a year of growth for The Gift Trust, but we’ve remained true to our roots by doing what we do best: helping people spread their generosity to those who need it most.

We’ve grown in size and now manage $5.16 million on behalf of our generous donors. This year we donated $185,399 to good causes, bringing our total donations to $843,560 since The Gift Trust started.

It’s our donors that are at the heart of what The Gift Trust does and we’re lucky to work with an incredibly diverse and interesting group of donors. We welcomed some new high profile donors this year, including the Namaste Foundation, who transferred some of their funds from the US to The Gift Trust for their NZ giving. We also welcomed several new private donors and families looking to simplify their charitable giving.

Cheryl Spain - Executive Director - The Gift Trust

There is a story behind every donation because everyone gives for very personal reasons. Whatever the reason, we’re here to make giving easy and fun. We’re proud to play
a part in that.

Thank you to all our donors, partners, supporters and team for a wonderful year.

 – Cheryl Spain, Executive Director

“The Gift Trust provides a personalised service for my plan to give, donate and support the causes that are important to me at a reasonable cost.”

— Gillian, Gift Trust donor

"The gift accounts offered by The Gift Trust are a good option for individuals or organisations wanting to consolidate their charitable giving. I encourage all financial advisers to consider this important development."

– Dr Rodger Spiller, Financial Adviser, Money Matters

“An area of importance to our clients is charitable giving. The Gift Trust offers an opportunity to streamline the gifting process, while adding increased confidence and transparency. It also provides robust due diligence of eligible charities and access to additional support services for clients with complex needs.”

— Philip Stevenson, Bloomsbury Associates. CEFEX Certified Investment Adviser

“We would like to recognise and offer thanks for the support we receive though The Gift Trust’s donation. An annual donation from one of your donors is one of the largest donations that Kaibosh receives each year and has been absolutely pivotal to our ability to operate with confidence and to expand our operation across the Hutt Valley. We are extremely thankful.”

— Matt Dagger, Kaibosh, Gift Trust grant recipient

“My gift account has made my giving easy. It lets me get straight to the fun and satisfying part of giving to the causes I care about, without the hassle.”

— Anake, Gift Trust donor

"The Gift Trust provides a flexible and robust structure, to support donors' charitable giving intentions, while still enabling them to have a say in the investment of donated funds."

– David Ireland, Partner, Dentons Kensington Swan

"A Gift Account with The Gift Trust is a great option as an alternative to setting up a charity or private foundation while still preserving clients' control over their giving."

– Steven Moe, Partner, Parry Field Lawyers

"The administration and ongoing compliance requirements involved in setting up a private charity can be onerous, and even risky. Setting up a Gift Account allows The Gift Trust to look after those requirements, and provide support that allows the donor to focus on what they really want to do with their gifts."

– Sue Barker, Sue Barker Charities Law

"The Gift Trust takes the guesswork out of giving. Having support with research and due diligence on donations ensures that funds are truly making the desired impact. It has been a real pleasure to work with The Gift Trust."

– Ben, Gift Account holder

Get in touch

    PO Box 19120, Marion Square
    Wellington, New Zealand

    04 391 4438