To learn more about how New Zealand charities benefit hugely from charitable bequests, visit our Perpetual Giving website.
The desire to give comes from the heart. But the ability to make an ongoing inter-generational difference can only come from sound thinking and careful planning.
Perpetual Guardian has the expertise to match your philanthropic goals with the best long-term strategy and controls. We have the tried and tested experience, honed over 130 years, to ensure your vision and dream becomes a reality.
We put legal and administrative structures in place along with an investment management strategy to optimise and secure your contribution. We have cultivated an unrivalled presence in the charitable sector to ensure smooth, seamless and transparent transfers of grants and distribution to charitable causes. At Perpetual Guardian we secure and manage a myriad of charitable Trusts, some of which have been helping Kiwis for almost one hundred years.
Three core principles lie at the heart of ensuring your contribution becomes a perpetual and sustainable funding stream and an enduring legacy.
1. Creating an enduring strategy
Ensuring that your legacy remains relevant in the future calls for clear and visionary thinking from the outset. Our role is to provide you with the tools and expertise you need to take a strategic approach to your philanthropic giving.
Relying on our years of experience, we will assist you to define your goals and help you choose the charitable structure best suited to your objectives.
2. Providing effective investment in perpetuity
The most successful philanthropic enterprises are characterised by rigorous investment strategies designed to grow funds in a sustainable manner, far into the future. At Perpetual Guardian our investment philosophy echo’s this goal and we believe that a conservative and truly diversified liquid investment solution will protect our philanthropists’ legacy whilst also providing for their vision. Our philanthropy investment solution is provided in a tax efficient manner using both long and medium term asset allocation strategies and implemented using a broad range of asset classes and geographies.
3. Ensuring a well-tested process of effective giving
Essentially, effective giving or granting is ensuring that funds are distributed where they will have the best possible effect and that the organisation entrusted with your aims, follows up to ensure that the good causes and charities supported by your generosity are putting your money to good use. In 2013, we distributed over $33m to worthy causes.
To learn more about how New Zealand charities benefit hugely from charitable bequests, visit our Perpetual Giving website or call us on 0800 737 738 to arrange a call back at a time convenient for you.