Living and giving in Aotearoa NZ

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Donor stories

Giving is important to many new migrants, as a way of giving back to their new home or continuing a legacy that started in their home country, but it’s often not a part of their immigration planning.

They get legal advice, financial advice, immigration advice, and so on, but seldom philanthropic advice.

That’s where The Gift Trust comes in. We’ve been fortunate to work with many migrants, helping them find charities in New Zealand that fit with their giving strategies. We’re telling the stories of three families who’ve made a big impact on their new home, with help from The Gift Trust.

Connecting with charities
Suzanne and Brian* immigrated to New Zealand from the U.S. as young adults, settling in the South Island and raising their children there. Having been referred to us by a friend, we helped
them develop a giving strategy, focusing on:

  • Literacy and numeracy for children up to age 5 and pregnant teens
  • Environmental issues and climate change, with a special focus on cycle trails and cycling
  • Social inequality advocacy

We drew on our connections across the community and philanthropic sectors, as well as data from Charities Services, to find large and small organisations doing the mahi that Suzanne and Brian care about. Inspired by our research, they also identified charities of their own, which we conducted due diligence on. From this collaborative process, they decided on their first set of organisations to support.

The outcomes were remarkable – Suzanne and Brian had chosen to think outside the box with their giving, and they filled gaps that other funders hadn’t even seen were there. They built close relationships with the organisations they chose to support, and have increased their giving to support them as they grew. It’s been a delight and a privilege to work with the two of them. As their connections and knowledge have grown, so has their generosity. We look forward to working alongside them in the years ahead.

Building on a solid strategy
Olivia and Tan* have a deeply-held set of values, and a desire to tell stories that reflect those values. They’ve long had a focus on partnership with indigenous communities and environmental
regeneration, and when they moved to Aotearoa a few years ago from Singapore, they wanted to continue giving in that spirit.

We’ve worked with them and their advisers to facilitate grants to projects that are diverse in scope, but connected in values. From mana whenua-led ecological intelligence close to home, to ocean health and food sovereignty projects across the globe, the projects they support have a common thread of environmental protection and co-operation.

While now based in New Zealand, their giving involves a range of global partners, advisers, and institutions based in other countries. Every new project we work on for them is an opportunity to learn and grow, and to learn about the charitable regulations in other countries.

An evolving relationship
In the fifteen years since brothers Matthew and Brian Monahan came to Aotearoa from the U.S, they’ve done an extraordinary amount of good, and we’re proud to have played a part in it.

Their first philanthropic venture (hosted by The Gift Trust in NZ, and by Silicon Valley Community Foundation in the U.S.), granted more than $6.5 million NZD in its ten-year spend-down period. We gave donations on their behalf during that time to a range of causes in the environmental field and those responding to the COVID-19 pandemic.

Upon the fund’s completion, the Monahan family started a new philanthropic and environmental regeneration charitable entity, Biome Trust Aotearoa (biometrust.earth), for which The Gift Trust is a facilitator and grantmaking partner. Our U.S. funder relationships enabled the efficient and effective transfer of Biome’s endowment to Aotearoa, where it now supports planetary health and regeneration.

The Monahan family have also played an important role as connectors, building relationships within and around the philanthropic sector in Aotearoa, and developing experimental and innovative ways of giving. Their story, like those of all of our migrant donors, shows the potential of migrants to support a thriving Aotearoa.

Looking to the future
The Gift Trust began with a migrant donor, and migrants have always been an important part of our donor whānau. As a recognised donee organisation for New Zealand visa purposes, and with a strong set of international partnerships, we’re excited for what the future holds.

*Names have been changed, out of respect for our clients’ privacy.

Photograph courtesy of Storytime Foundation.

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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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    Wellington, New Zealand

    04 391 4438