Fees

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

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

Gift Account balance (NZD)Fee charged on balance
First $100,0002.5% 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 $2,000,0000.5% p.a.

Pass-through Account fees

A flat fee of 2.5% of all donations received applies to Gift Accounts that give out more than 80% of what they receive in a given quarter or year.

Transaction fees

We conduct thorough due diligence on each gift, to ensure that the recipient is charitable and that the gift will be used effectively. A fee is charged for this service in some cases as follows.

  • Special gifts (i.e. international or non-registered charities, charities requiring additional due diligence, etc.): $100 per charity, per year
  • From Gift Accounts with balances under $50,000 NZD: $50 per gift, after the first gift in each year

Other fees

Fee typeFee 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
Minimum total annual fee$400 NZD

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