Perpetual Guardian Foundation
Often when people hear the word ‘philanthropy’ they think of wealth and significant financial donations, but what if you had the opportunity to become a part of a community of donors for as little as $5?
At Perpetual Guardian, we believe in giving back and helping others do the same.
In 2015, we launched the Perpetual Guardian Foundation, a charitable entity designed to make giving simple for everyone. Whether you want to feed the hungry, educate kids, protect our environment, nourish the arts, revitalise neighborhoods, strengthen families or any other cause close to your heart, the Perpetual Guardian Foundation can help.
To keep things simple and allow you to focus on making a real difference, we offer several options including:
- Contribute to our general fund (Minimum of $5 – no maximum) – the general fund is a permanent charitable resource that grows through your support and will provide much-needed funding to wonderful non-profit organisations and causes.
- Start your own fund (Minimum of $50,000) - We will work with you to create a giving programme that is customised to your passions and assets, while maintaining your personal and financial goals.
How we charge
1% of FUM (includes investment management)
*Special fee’s may apply for discretionary granting i.e. granting matters of a unusual or special nature.
The cost of the preparation of annual financial accounts, audit (if needed), and the annual return is shared across all of the funds within the foundation structure.
Make your mark
You CAN have an impact no matter how big or small your contribution. If you want to create a better future for New Zealand and New Zealanders, join us and become an everyday philanthropist.
“We make a living by what we get, but we make a life by what we give.” – Winston Churchill
Call us on 0800 87 87 82 and speak to one of our Philanthropy team members about joining the Perpetual Guardian Foundation today.
Kirsten has extensive experience in providing trustee services in both the private and corporate trustee domain in New Zealand, Australia, and Hong Kong. This includes experience in delivering change and creating value added solutions for clients.
Her former roles, with leading global organisations in the trustee industry provide a breadth of insight and experience in understanding client needs, developing strategies, services and products to meet those needs and deploying the systems and structures to implement these solutions effectively.
With a current focus in Philanthropy, Kirsten applies her trustee experience to ensure that Perpetual Guardian, as the leader of philanthropy services to the New Zealand market, remains relevant to philanthropists and philanthropic organisations of tomorrow. She does so by utilising New Zealand and global intellectual capital in philanthropy in order to help create lasting legacies, investment management solutions in perpetuity and ensuring a well-tested process of effective governance and giving.
With a track record of market-changing innovations and the digitising of various industries, Andrew Barnes identified the opportunity for the evolution of real estate in Australia, and was chairman of realestate.com.au at the time of its IPO on the ASX.
Andrew has now triggered a revolution of the entire New Zealand fiduciary services and legal services industries, and the transformation he is leading has positive implications both locally and globally.
Andrew Barnes is the founder of Perpetual Guardian, which formed through the coming together of Perpetual Trust and Guardian Trust, and a director of Complectus Limited. He is also chairman and non-executive director of Perpetual Trust Limited.
Under Andrew’s leadership, Perpetual Guardian has moved away from financial advice and wealth management and back to a pure fiduciary services model that engages with Kiwis and provides services through a variety of platforms. As a keen philanthropist, Andrew is also leading the expansion of the company’s long-standing philanthropy service by creating vehicles that encourage Kiwis into long-term charitable giving at a level they can afford.
Andrew was previously a director and founder of Just Wills Holdings Limited, a UK-based will writing and estate planning business. Before that he was CEO of Bestinvest, a US$5.7billion, UK-based investment management and advisory company, leading the sale to private capital in 2007, and was managing director of Australian Wealth Management Limited, a major Australian wealth management and trustee business that he led to IPO in 2005.
Andrew holds an MA from Selwyn College, Cambridge and an ACIB (UK), and has attended the Program for Management Development at Harvard Business School.