Advisers - The Gift Trust

The Gift Trust is for advisers

We’re the trusted charitable partner of financial advisers, lawyers, and accountants who want to help their clients simplify and amplify their giving. Not only do we connect your clients with the charitable organisations that are doing the work they want to support, but we’re across the very latest in compliance and regulatory best practice, so you can be sure in your recommendations.

The basics

NZ registered charity supporting gifting to and from anywhere in the world

Skilled philanthropic advisors and personalised service for our donors, conducting research into causes that meet donors’ interests

Full due diligence performed on every philanthropic gift given

Optional ‘collaborative fund’ which can be open to donations from the public

Benefits for advisers

Build stronger and deeper relationships with your clients by discussing their giving

Develop a financial plan for your clients that harnesses the tax benefits of The Gift Trust

Keep charitable funds under adviser management and charge adviser fees

Free up your team’s resources by letting us take care of the mechanics of giving

Benefits for clients

Have their charitable funds managed by you, their trusted adviser

Have their charitable funds invested, tax-free, and potentially grow so they can give more to charity

Connect with aligned charitable causes through our expert advice

“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

The Gift Trust is for advisers

The basics

Benefits for advisers

Benefits for clients

Get in touch

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