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We tailor all our services to meet your unique needs. You can find a client manager in your region, call or mail us.

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Charitable Trusts

Perpetual Guardian has been managing charitable Trusts for over 100 years. At present we manage over 650 charitable Trusts and distribute $35 million per year.

Charitable Trusts can be set up for:

  • The relief of poverty;
  • The advancement of education;
  • The advancement of religion; or,
  • Other purposes beneficial to the community.

We can manage both registration and annual reporting for your Trust. For expert advice, call us on 0800 87 87 82.

    Many charitable Trusts have specified beneficiaries, but some are discretionary, that is, the trustees decide where to distribute grants. In such cases, the trustees may call on publicly listed charities and organisations to apply for funds. For more information or to make an application for funding from one of our charitable Trusts, please click here. If you wish to discuss your personal situation and requirements in more detail, please contact us.

    Guardian Trust
    Bereavement Helpline

    Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.