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$948,276 DISTRIBUTED TO COMMUNITIES IN 2019
$7,292,633 TOTAL DISTRIBUTED TO COMMUNITIES

Professional Advisors.

Smart philanthropy starts with strong partnerships. 

As an advisor, you may have clients who want to give something back and make a positive difference to their community, but don’t know where to start.

Perhaps you have clients who already support a number of charities, but are now looking to take a more strategic approach with their giving.

Whether the goal is to have an immediate philanthropic impact, to leave a legacy, or to honour a loved one through a memorial fund, Auckland Foundation can work in partnership with you to help your clients achieve their charitable goals.

How we can help.

Partnering with Auckland Foundation means accessing a flexible and efficient suite of services.

Great giving finds its inspiration in passion and intuition, but developing an effective giving strategy needs a sound platform of planning and expert advice.

Our approach is to work in partnership alongside you. We can do so in the background, supporting you to have the conversation with your clients about developing a philanthropic plan, or we can offer advice to your clients directly.

Importantly, we will always respect and work within the relationships you have established. 

Our aim is to provide simple, practical solutions that meet your client's philanthropic needs, and help them to realise their philanthropic goals.

As a community foundation, we are ideally placed to be your philanthropy services partner.

We can give guidance and offer advice on areas such as:

  • Creating a tailored giving plan for your client.
  • Understanding and dealing with complex philanthropic objectives.
  • Causes, programmes or charities to connect your clients with.
  • Understanding granting processes.
  • How to include philanthropy in your wealth planning conversations.

 

Philanthropy training and CPD.

“A very interesting and well delivered presentation that was highly relevant to our advisors continuing professional development.

It was also thought-provoking, and gave our advisors a different perspective in their discussions with clients.”


Richard Pilley    
Authorised Financial Adviser
Milford Asset Management    

Auckland Foundation offers interactive and informative training sessions on providing philanthropy services for your clients.

Whether it's initiating that first discussion, working through a client's motivations for giving, or providing a solution to more complex philanthropic objectives, we can help you to maximise these conversations.

Our tailored content is designed to:

  • Help advisors understand the importance and benefits - both to them and to their clients - of discussing philanthropy.
  • Provide an understanding of the different structures available for clients who are looking for philanthropic opportunities;.
  • Outline the various ways that Auckland Foundation can assist advisors and their clients.

Sessions can also count towards an advisor's annual CPD obligations.

 

For more information, or to arrange a session, please contact us.

Enquire about CPD training.

What professional advisors have to say about us.

"In our experience, there is an increased desire for charitable giving in New Zealand.

However, not everyone always appreciates the ongoing, time-consuming and costly requirements that are essential to establishing and maintaining a successful charity in New Zealand.

Auckland Foundation creates efficiencies by taking care of the establishment and ongoing compliance, administration, investment and governance.

Auckland Foundation also takes a flexible approach: there is recognition that some founders, whilst benefitting from independent professional oversight, also want to maintain an active role in administration and governance. Alternatively, some want to focus only on charitable giving and leave the administration and governance to an independent and qualified expert.

These are all factors which lead Kensington Swan to recommend the Auckland Foundation to clients wanting to establish a charity for the first time or transition an existing charity onto a more robust platform."


Henry Brandts-Giesen

Partner
Kensington Swan

"Very often when engaging with clients, the topic of philanthropy comes up in conversation.

In many circumstances the clients have a goal or objective that involves philanthropic endeavours but they are uncertain where to start.

Our trusted relationship with our clients is discrete and confidential. With this in mind, we have been dealing with Auckland Foundation for a number of years and continue to introduce our clients to them, whether it is for educational purposes, assistance in establishing their own fund, or opening discussions about gifting to the Auckland Fund."


Craig Offwood
Regional Manager - Auckland and Northland

ANZ Private

"At Craigs we find that for many clients with charitable intentions, the desire to give is underscored by uncertainty about their charitable giving options, how any gifts will be put to use, and how best to effectively give.

As such, they may choose not to give at all or will gift funds to organisations that request their donations on an ad hoc basis.

Our advisors now know that they can work with Mark, Liam and the Auckland Foundation team to help proactively consider and discuss philanthropic goals with their clients."

 

Ross Bradding
Auckland Area Manager
Craigs Investment Partners

Resources.

Useful Philanthropy Resources.