Always had good advice and we trust them to handle our affairs well.
    Aaron and Ruth

    What is a Charitable Trust?

    A Charitable Trust is a legal structure that acts as your vehicle for philanthropic giving. It’s specifically designed for charitable purposes, whether it relates to the relief of poverty, the advancement of education or religion, or any other matter that benefits the community.

    As with any Trust, you should choose your Trustees carefully. The Trustees are responsible for managing the Trust assets and carrying out the purpose of the Trust. They must observe the duties imposed on them by the Trust Deed, and must act fairly, reasonably and honestly.

    How can we help?

    With over 135 years of experience, your Perpetual Guardian team can assist you in creating the legal and administrative structures you need to optimise and secure your legacy. We have cultivated an unrivalled presence in the charitable sector to ensure effective governance of the Trust, investment strategy, and smooth, transparent transfers of grants and distributions to charitable causes.

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    What next?

    If you have any questions or would like advice on how to best bring your vision to life – get in touch.

    You can reach the team directly via philanthropy@pgtrust.co.nz or 0800 87 87 82.

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