Overview

Welcome to The Gift Trust's Guide to Gift Accounts.

This guide provides an overview of The Gift Trust’s programme and policies. It also contains important information about creating and maintaining your Gift Account. All activities of The Gift Trust and donors are subject to the terms and conditions of this programme guide. We may revise this from time to time to reflect changes in the programme.

About The Gift Trust

The Gift Trust's purpose is to simplify generosity, to make more good happen. We connect your charitable giving with those organisations who are making a difference on the ground, in the areas you care most about. It’s personalised giving made easy, so that you can give with more confidence and deeper effect.

The Gift Trust is a registered charity that helps people who want to make larger donations to charitable causes to do so more easily and effectively. Setting up a Gift Account at The Gift Trust makes it easy for individuals, families or companies to set aside funds for charitable causes and to donate to the causes they care about whenever they would like. Starting from $1,000, you can join our community of donors. You can open a fund almost instantly with an initial single tax-deductible contribution. We then manage your Gift Account and help you direct gifts, at your pace, to the charities you want to support.

We provide research and due diligence on the charities and can help you create a proactive, strategic approach to your giving, rather than simply giving when you are asked. The Gift Trust has been working with donors since 2009 to help them create the difference they want to see in the world. Our support helps remove all of the administrative hassle, so you can focus on the joy of giving.

Benefits of a Gift Account

• Recommend grants to any qualified charitable cause at your own pace, anonymously if you wish, or in any name that appeals to you.

• Access philanthropic advice and support, including different and innovative models of giving, and best-in-class research services.

• Obtain New Zealand or select international tax credits based on when you fund your Gift Account, rather than when you make gifts to charities.

• Choose from a variety of investment options to make your funds go further, with tax-free growth.

• Establish a legacy in perpetuity by naming successors to your Gift Account.

• Focus on the joy of giving, while we take care of the compliance and due diligence.