Bringing society (and funders)closer together

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Effective Philanthropy

When the philanthropic sector in Aotearoa New Zealand wants to collaborate, The Gift Trust is often part of the picture, acting as a facilitator and service provider for projects which align with our values.

In early 2023, we were approached by a group of foundations and family trusts who wanted to create greater harmony between New Zealanders, and wanted us to help.

In partnership with these funders, we commissioned Lani Evans and Te Raukura O’Connell Rapira to examine social cohesion in Aotearoa, and the role philanthropic funding can play in advancing it. From their report, Woven Together, the group established a collaborative funding pool, with four key pillars:

  • Education and training
  • Advocacy
  • Collaboration and capacity-building
  • Diversity and inclusion

The pool is held and managed by The Gift Trust, with an advisory group representing both funders and community organisations, with two tangata whenua members and two tangata Tiriti members. The advisory group has met regularly to discuss funding opportunities, reflect on where the greatest need exists, and recommend grants.

From an original group of five, the Social Cohesion Fund is now a space for connection between more than ten funders and donors, each of whom participates in a way that is right for them;

  • Some partners add funds to the pool, tagged for a particular pillar or focus, or untagged,
  • Some partners use the Social Cohesion Fund as an easy way to support specific causes identified by our research,
  • Finally, other partners participate in knowledge-sharing and research, but do their funding independently.

Its approach models the cohesive society the Fund is trying to build – each partner works in its own way, with its own priorities and values, but can come together with others to achieve a shared goal. Since its inception, the Social Cohesion Fund has facilitated more than $450,000 in grants for a more cohesive Aotearoa, with The Gift Trust proud to act as its facilitator.

Find out more about the Social Cohesion Fund, and download the Woven Together report, at thegifttrust.org.nz/social-cohesion-fund.

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A note of gratitude to The Gift Trust for always taking the time to learn the cultural nuances around doing this kind of work in so many countries. I am always so impressed with your due diligence process and openness to understanding why things are the way they are. Thank you!

Geneva Loftus Executive Director, Move92

We set out to build a new pooled fund as a way to give passionate people an avenue to contribute to climate action. The Gift Trust provided expert guidance, professional operational infrastructure, and generous connections. What’s resulted is a boost of much needed funding going to incredible climate charities doing the mahi here in Aotearoa.

The Climatics Gift Trust client

Aroha mai, aroha atu – is an expression of interconnectedness, reciprocity and balance, advocating for a world where kindness, empathy, and love are shared freely and returned, fostering stronger communities and personal well-being. This whakataukī embodies the spirit of the Matariki Koha Fund, our connection with Te Āti Awa iwi and the tautoko The Gift Trust provides us all. Kia ora!

Wellington Community Fund

The Gift Trust is hands down the best thing we’ve done to help us with our giving journey. They make it easy, fun, and put us in touch with charities we would never know about otherwise. We can’t recommend them highly enough!

Holmes Charitable Fund Gift Account holder

We are hugely grateful to The Gift Trust for undertaking research into the disability sector and for identifying and then introducing us to an organisation which was willing to take on an additional project to fill a gap that we had identified in the disability support network. Yvonne and Cheryl at The Gift Trust continue to provide the link in our relationship with the organisation and to oversee the provision of meaningful and regular reports on impact.

Columba Fund Gift Account holder

Finding charities that fit well within a trust's giving brief can be difficult and time-consuming. When we needed charity research done for one of our trusts under management we contracted The Gift Trust to do it for us. They had a wealth of knowledge and connections that provided us with a concise and clear report, giving us the information we needed to decide where funds should be allocated.

Dentons New Zealand

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 CEFEX Certified Investment Adviser, Bloomsbury Associates

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 New Zealand

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 Specialist charities lawyer

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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    04 391 4438