Making the decision to give is deeply personal. Deciding to whom you’ll give and how is even more so. The Gift Trust offers personalised giving advice suited to every point in your philanthropic journey, helping you give with confidence and create meaningful, lasting impact.
Why Personalised Giving Advice Matters
Whether you’re an individual wanting to give back, a family building a legacy of generosity, or someone who’s recently received wealth through inheritance or business success, quality philanthropic advice makes all the difference.
We help you make the biggest impact right from the start – because when giving is done well, it can change someone’s whole world. Our personalised advice ensures your charitable giving reflects your values, achieves your goals, and creates the change you want to see in your community and beyond.
Strategic Philanthropy for Every Stage of Your Journey
You might be just beginning to formalise your charitable giving, or you might already have established relationships with causes but want to deepen your impact. Perhaps you’re navigating a wealth transition, planning family succession, or simply feeling overwhelmed by the number of organisations requesting support.
Wherever you are in your giving journey, we provide the expertise, connections, and strategic guidance to make your philanthropy more effective and fulfilling.
Our Philanthropic Advice Packages for Individuals & Families
Our team has the expertise and connections across New Zealand’s charitable sector to help you make good happen. We can help you create a giving approach that’s impactful, aligned with your values, and sustainable. Navigate your philanthropic journey with one of our tailored advice options:
The Navigator Advice Package
A Navigator is our starter pack that will help you formalise your giving strategy and set a clear direction. The Navigator package will tease out your motivations for giving, identify causes you care most about, and craft a clear statement about your giving vision, strategy and goals.
What We’ll Explore Together
- Your experience of giving and philanthropy.
- What you want your wealth to achieve and for whom
- Your hopes for your family and your community
- Your investment strategy
- How involved you want to be with the organisations you give to and what support we provide
What’s Included
- A meeting with a Giving Adviser to start you on your giving journey
- A crafted giving statement, to set out your giving vision and goals.
- Guidance, support and direction for the next steps in your giving journey including identifying any research needed.
- Up to seven hours of support
The Connector Advice Package
The Connector will provide you with expert knowledge to help you identify and research relevant causes. Once we understand your giving strategy, we can provide research and guidance to match you with the causes you most care about. Our expertise, contacts and due diligence result in greater impact.
What We’ll Research for You
- Research on the causes you most care about, to identify organisations working in these areas
- The financials and credentials of those organisations.
- Opportunities for your giving to make a difference.
- Connections with these organisations and any other relevant funders.
What’s Included
- A meeting with a Giving Adviser
- A research brief with options for your giving, detailing the organisations, opportunities forgiving and credentials, including financial due diligence
The Storyteller Advice Package
Let us tell your giving story, to build a community. This Storyteller package allows you to tell your story and bring new donors into your fund through a bespoke webpage. The Gift Trust will set you up with a public-facing Gift Account (a Collaborative Fund) and promote it to other donors through our communications, allowing you to build a community of like-minded funders. We will collect donations from other donors into your Collaborative Fund and distribute them to the causes you have identified.
What We’ll Create for You
- A meeting with a Giving Adviser to discuss the goals for your Collaborative Fund
- A bespoke webpage with your own branding that allows you to collect donations from other donors into your Collaborative Fund.
- A bespoke distribution plan allowing us to distribute the collected donations to the causes of your choice.
The Evaluator Advice Package
Measure the impact of causes you connect with. The Evaluator package lets you know what impact your giving is having on the world, and on your goals. We ensure that every charitable cause you donate to offers accountability on your investment. If you would like to have a thorough impact measurement report conducted on particular organisations you support, we can contract one of our suite of external consultants to create a detailed measurement report.
Ready to Transform Your Charitable Giving?
Whether you’re just beginning to formalise your philanthropy or you’re an experienced donor seeking greater impact, our personalised advice packages provide the guidance, connections, and support to make your giving more effective and meaningful.
