Video: The Giving Question – assisting clients with effective philanthropy

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Effective Philanthropy Gift Trust news

Cheryl Spain joins Jessie Rose from Dentons Kensington Swan to discuss tips and tricks for effective client philanthropy.

Many people, groups and corporates are keen to give back to their communities but may not be confident about where to start. There is a wealth of options available for charitable giving, not all of which are created equal.

In this webinar recorded on 29 August 2023, Cheryl joined Jessie Rose from Dentons Kensington Swan as to discuss tips and tricks that will help professionals assist their clients with effective philanthropy.

https://vimeo.com/859241951/d1bd37e2a7?share=copy

The webinar aimed to equip attendees with knowledge that will help to guide their clients in making impactful philanthropic contributions.

They covered New Zealand’s charitable landscape, explored the various giving mechanisms available, and discussed how to evaluate suitability for a client’s specific goals.

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“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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