You may already generously support charitable organisations, or you may be thinking about how best to do so. We can advise you on how to maximise your charitable giving, making your donations go further and better supporting your favourite causes and organisations.

Our partnership with The Gift Trust https://thegifttrust.org.nz/ enables you to make a greater difference to your favourite charities or causes. The Gift Trust works like a savings account for your charitable donations. Your account is set up on our custodial platform which means you can see it alongside your other investments when you log into your account.

The Gift Trust provides you with the following benefits:

• The Gift Trust is registered as a charity and all contributions to The Gift Trust count as immediate tax-deductible donations and are therefore irrevocable.
• All contributions to The Gift Trust grow tax free, a benefit worth approximately 1.37% per annum in enhanced returns based on a donor with a marginal tax rate of 33%.
• We can advise you how to invest the money held in your Gift Trust account.
• You decide who receives the money in your account, when you want to give and how much you want to give.
• The donation can be made in your name, or anonymously if you prefer.