How a Gift Account Works
Giving through The Gift Trust is designed to be simple and flexible. Our Gift Accounts (also known as donor-advised funds) give you a clear, structured process for making a difference without the burden of setting up your own charitable trust.
Here’s how it works, step by step:
Get Started
Open a Gift Account with a minimum $1,000 NZD contribution. Name your account, make your first donation and receive an immediate tax receipt – even if you haven’t yet decided which causes you’ll support.
Grow Your Funds
If your account balance is over $20,000, you can choose how your funds are invested. Select from term deposits, pooled Socially Responsible Investment funds or have your adviser manage your portfolio.
Recommend Gifts
When you’re ready, recommend gifts to your favourite causes, either within New Zealand or overseas. We handle due diligence, compliance checks, and payments, so your giving is smooth and secure.
Adjust as You Go
Gift Accounts are flexible. Add funds at any time, change your investment strategy, or shift your giving focus as your circumstances or priorities evolve.
Transparent Fees
Our fee structure is simple and designed to keep more of your giving working for good.
Your Questions Answered
Still have questions? Browse our FAQs for quick, clear answers about Gift Accounts, tax credits, investments, and more.
Giving Made Easy, Flexible, and Impactful
Whether you’re giving as an individual, a family, or a business, The Gift Trust makes the process simple and handles the compliance, so you can focus on the joy of making good happen.
