Fees

Our fees cover our bespoke, personalised services, to help you get the most out of your giving.

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Account fees

For most Gift Accounts, account fees are calculated quarterly as a percentage of the account’s daily balance, as follows:

Gift Account balance (NZD) Fee charged on balance
First $100,000 2.5% p.a.
Next $400,000 (up to $500k) 2% p.a.
Next $500,000 (up to $1m) 1.5% p.a.
Next $1,000,000 (up to $2m) 1% p.a.
Remainder over $2,000,000 0.5% p.a.

If a Gift Account gifts out more than 80% of what it receives in a given quarter or year, an account fee of 2.5% of all donations received applies instead. Our minimum annual account fee, regardless of gifts made, is $400 NZD.

If you fund your Gift Account through one of our international partners, a 1% flat fee is also deducted from your donation to cover receiving costs. Our usual fee for our partner fund service does not apply when funding a Gift Account, however the partner fund may charge a fee to cover their own costs, which will be deducted before we receive your funds.

Grantmaking fees

We conduct thorough due diligence on each gift request, to ensure that the recipient is charitable and that the gift will be used effectively. In some cases, a fee is charged for this service:

Fee type Fee amount
Gifts to international or non-registered charities, or to charities requiring additional due diligence $100 NZD per recipient, per year
Gifts from Gift Accounts with balances under $50,000 NZD $50 NZD per gift request, waived for the first gift in each year

Additional services

Fee type Fee amount
Collaborative fund online donation form, for receiving funds into your Gift Account from other donors $100 NZD one-off
Bespoke collaborative fund web page, including donation form, for sharing your Gift Account’s story with the world $250 NZD one-off
Staff time on bespoke research or philanthropic consulting projects – quotes to be given before commencing work $150 NZD per hour

New Zealand Friends Funds

As a member of the Myriad Alliance, The Gift Trust operates New Zealand Friends Funds for international charities with New Zealand donors. The following fee structure applies to this service:

On portion of annual gifts (NZD) Fee charged
First $150,000 5%
Next $600,000 (up to $750k) 3%
Next $750,000 (up to $1.5m) 1%
Remainder over $1,500,000 0.5%

A set-up fee also applies in some cases: $2,500 NZD if your organisation does not already have a Friends Fund with another Myriad member, or $800 NZD if your organisation has a Friends Fund with up to two other Myriad members.

More resources

Choosing how to give

Giving for impact

Guide to Gift Accounts