Gift Accounts for Advisers

The Gift Trust is the trusted charitable partner of financial advisers, lawyers, and accountants across New Zealand. We help you offer clients a structured, compliant, and tax-efficient way to give, while keeping their charitable funds under your management. Our team stays across the latest in regulations and best practice, so you can recommend The Gift Trust with confidence.

Why Partner With The Gift Trust

Strengthen Client Relationships

Conversations about philanthropy help you build deeper connections with your clients and uncover their values, purpose, and long-term goals.

Expert Philanthropic Advice

We connect your clients with charitable organisations that align with their interests and provide research into causes they care about.

Streamlined Administration

We handle all due diligence, compliance, and payments so you and your clients can focus on impact, not paperwork.

Benefits for Advisers

Keep charitable funds under your management and continue charging adviser fees

Free up valuable team resources by outsourcing the administration of giving

Build loyalty by guiding clients toward meaningful and structured philanthropy

Access personalised support from our experienced philanthropic advisers

Benefits for Your Clients

Receive immediate tax credits but donate on their own timeline

Invest and grow charitable funds tax-free for greater long-term impact

Access expert advice and cause research tailored to their interests

Rely on robust compliance and due diligence for every gift

“Our partnership with The Gift Trust allows us to streamline the gifting process for our clients, while adding increased confidence, robust due diligence and transparency.”

— Phil Stevenson, Bloomsbury Associates (Financial Adviser)

“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

Gift Accounts for Advisers

Why Partner With The Gift Trust

Strengthen Client Relationships

Expert Philanthropic Advice

Streamlined Administration

Benefits for Advisers

Benefits for Your Clients

Resources for Advisers

Helping You Deliver More Value

Gift Accounts for Advisers

Why Partner With The Gift Trust

Strengthen Client Relationships

Expert Philanthropic Advice

Streamlined Administration

Benefits for Advisers

Benefits for Your Clients

Resources for Advisers

Helping You Deliver More Value

Get in touch

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