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philanthropy@pgtrust.co.nz

Philanthropy

Your Gift to Charity

If you wish to make an ongoing inter-generational difference, this can only come from sound thinking and careful planning. At Perpetual Guardian we draw on over 130 years experience in the trustee industry and are privileged to manage the largest number of Charitable Trusts in New Zealand. We are also the only trustee company to offer an innovative Foundation product.

Individual giving choices

You have various options when it comes to individual giving. You can choose to give while you are alive (and see the fruits of your contribution during your lifetime) and/ or establish a fund in perpetuity through your Will as an enduring legacy.

  1. Contribute to the Perpetual Guardian Foundation General Fund – this is a permanent resource that grows through your support and will provide much-needed funding to charitable organisations and causes.
  2. Contribute to an existing Perpetual Guardian Foundation Sub-Fund, such as the Environmental Fund focused on local environmental projects. Contact us for a current list of existing Sub-Funds.
  3. Start your own Perpetual Guardian Foundation Sub-Fund (minimum of $50,000) in your particular area of interest. Whether you are passionate about access to housing for those on the margins of society, access to education, the New Zealand environment, arts and culture or wish to support a specific charity. You can create an enduring legacy via the Foundation.
  4. Establish an individual Charitable Trust, focussed on your particular area of interest.
  5. Leave a bequest under your Will.

A case study in giving

In 1969, Rose Hellaby, a descendant of the Auckland meat dynasty, established her Māori Education Fund with the goal of creating educational opportunity for Māori children and young adults. Her motive came from the staff at her family’s meat factory, among whom she observed lost opportunities for higher education. Since its inception, the Fund has awarded $3.92 million to 5,381 Māori students making a difference in the areas of medicine, mathematics, science, engineering and technology. A 2016 postgraduate recipient Mahonri Owen is developing a brain-controlled prosthetic hand. The Fund is administered by Perpetual Guardian and is a partnership with the Māori Education Trust.

Contact us

If you have questions regarding how you can leave an enduring legacy, would like to talk through your options or would simply like to be added to our mailing list please email philanthropy@pgtrust.co.nz.

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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.