Philanthropic Advice & Giving Guidance

Philanthropic Advice & Guidance

Making the decision to give is personal. Deciding how and to whom you give is even more so. We offer personalised advice for every stage of your giving journey so you can give with clarity and confidence. Our experienced team helps you create a giving plan that is impactful and intuitive so your giving changes lives.

Why Work With Us

Our approach goes beyond simply processing donations. We help you define your giving vision and strategy while aligning your philanthropy with your values. Our services include identifying and researching the most effective causes, involving your family or business stakeholders in the process, and measuring and celebrating the impact of your giving. When you have the right advice, giving is simpler, more focused and more rewarding.

Our Advice Packages

We offer flexible packages designed for where you are on your giving journey:

Navigator

A starter pack to formalise your giving strategy and set a direction.

Explore your motivations, goals, and hopes for your giving

Craft a written giving statement and strategy

Receive tailored guidance for next steps

Cost: $990 + travel (includes up to 7 hours of support)

Connector

Expert knowledge to help you identify and research relevant causes.

Vet and shortlist organisations that align with your goals

Provide financial due diligence and analysis

Facilitate introductions and funding connections

Cost: $150/hour (estimate provided after discussion)

Storyteller

Let us tell your giving story, to build a community.

Create a branded Collaborative Fund with its own webpage

Invite others to contribute and grow your impact

Set a custom distribution plan for collected funds

Cost: $600 setup + standard fees

Evaluator

Measure the impact of causes you connect with.

Commission impact reporting on specific causes

Understand how your funds are creating change

Adjust future giving based on insights

Cost: Custom pricing based on scope

“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

Get in touch

PO Box 19120, Marion Square
Wellington, New Zealand

04 391 4438

info@thegifttrust.org.nz

Philanthropic Advice & Guidance

Why Work With Us

Our Advice Packages

Navigator

Connector

Storyteller

Evaluator

Who We Work With

Ready to Take the Next Step?

Philanthropic Advice & Guidance

Why Work With Us

Our Advice Packages

Navigator

Connector

Storyteller

Evaluator

Who We Work With

Ready to Take the Next Step?

Get in touch

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