Setting your Strategy as a Giver

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Effective Philanthropy Gift Trust news

At the start of the year as we look at our goals for 2019 its a great time to think about your charitable giving strategy. This blog has some helpful articles to support you with your giving plan.

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As we step into a new year, it’s common to see people setting resolutions and goals. This is also a great time to look at your charitable giving strategy for the year and make sure you have a plan for your giving, rather than just responding to requests.

Here are our top tips and some great articles from around the web we’ve found to help support you with your giving strategy.


Philanthropy Roadmap

Setting your Philanthropy Roadmap

This excellent guide from Rockefeller Philanthropy Advisors helps you to ask 5 key questions to set your giving strategy. Although its filled with examples from the USA and well known names, you don’t have to be a Rockefeller giver to use it! Givers of any size will find the questions helpful. Download the guide here.


Choosing Effective Charities

Choosing Effective Charities

A good starting point for setting your vision is one of our most popular blogs on how to choose effective charities. Read it here.


Fidelity Charitable - The Gift Trust blog

Boosting your giving IQ

Recent research tells us that generosity is hardwired in our brains. But we aren’t born knowing how to have the greatest impact with our giving. Click here to read more about these 4 steps to smarter giving.

If you would like to talk to The Gift Trust about how we can support your giving or if you need support setting up your strategy, please contact us below. We would love to speak to you.

“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

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    Wellington, New Zealand

    04 391 4438