Transfer a trust
For the next chapter of your Trust’s story, Nikau Foundation is a safe pair of hands.
New Zealanders are naturally generous and many of us have causes, people and places that are close to our hearts. Establishing a Charitable Trust is a great way to protect and hold assets for these causes, ensuring that they can continue to be supported.
However, recent law changes mean that trustees are facing a challenging environment, with many looking for strategic ways to secure the future of their philanthropic Trusts while honouring the original donor.
Transferring a Trust to Nikau Foundation provides a simple, powerful and practical solution, allowing you to maintain the original intent of the Trust while handing over the responsibility of compliance, governance and grant-making.
Futureproof your Trust's impact
Nikau understands that healthy, happy, thriving communities require long-term, sustainable support and resources. That’s why we invest and grow the gifts we receive, however big or small, to create positive change for our region today, tomorrow and long into the future.
Benefits of transferring a Trust
A cost-effective model
We are committed to ensuring that your Trust continues to make a meaningful impact in our communities long into the future.
By establishing a fund with Nikau Foundation, your Trust will benefit from our low-cost structure and economies of scale, so your generosity can continue to be felt for generations to come.
Make a meaningful impact
Through our connections to the community and knowledge of the challenges they face, Nikau will ensure that your Trust continues to give back in ways that are powerful, relevant and meaningful to our communities.
We will work alongside you to understand your giving goals, keep you in the loop with community needs and connect you to organisations, projects and initiatives making a transformational impact in your areas of interest.
A safe pair of hands
With trustee reporting and compliance obligations becoming more onerous, consolidation using community foundations, like Nikau, provides a powerful, practical solution.
We will handle all ongoing compliance, governance and reporting, so you can rest easy knowing that everything is taken care of.
Professional fund management
Your gift will be responsibly invested and grown by Harbour Asset Management and Craigs Investment Partners, who invest in line with our Statement of Investment Policy and Objectives (SIPO), our organisational values and commitment to creating better outcomes for our communities.
Benefit from enduring trusteeship
Nikau Foundation has a well-established volunteer Board of Trustees with a diverse set of skills and a deep connections and love for our local community.
Leaders in their respective sectors, our trustees bring expertise in marketing, investment, governance and law. Through this structure, your fund will benefit from enduring trusteeship, so your story and generosity will continue to impact our local communities long into the future.
Revitalise your Trust’s story
Every Trust has a story that deserves to be remembered. Through powerful, tailored communications and marketing expertise, we will ensure your Trust’s story is told long into the future.
"We made the decision to transfer the Trust to ensure we can keep delivering on our founding vision. It gives us confidence that, even in 50 years’ time, our funds will be well cared for, and our communities will continue to be supported.”
Rod Lingard, Kāpiti Welcome Trust
“Setting up the fund meant that we could benefit from economies of scale and continue to award scholarships to Hutt Valley High School students year-on-year.”
Amanda Cox, Lidgett Scholarships Trust
Our Impact in 2023
2023 transformative for Nikau in so many ways. As an organisation, we have welcomed new donors, delivered almost $1.2 million in funding to support the people and places of our region, committed nine new funds that will give back long into the future and worked alongside two iconic Wellington sites to establish legacies so they can be visited, admired and enjoyed for generations to come.
To read about our impact in 2023, download our Impact Report below.
Contact us
Find out more about the many benefits of transferring a trust to Nikau Foundation by getting in touch below.