The Gift Trust — Social Services Charity in Wellington
The Gift Trust is a Trust charity in the Social Services sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $25.5M NZD. Financial data as at March 2025.
Mission: The Gift Trust's mission is to increase philanthropy in New Zealand by offering a premium service to donors. We support individuals, families, organisations and companies by facilitating their charitable donations and providing professional advice to create the most impact for the organisations they care about. We provide personalised giving advice, connections and strategy so that our donors can give with more confidence and deeper effect.
- Registration Number
- CC40774
- Charity Type
- Trust
- Registration Date
- 2009-06-10
- Status
- Active
- CharityData Rating
- B+ (82.7/100)
- Sector
- Social Services
- Location
- Wellington, Wellington
- Website
- https://www.thegifttrust.org.nz
- info@thegifttrust.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Beneficiaries: General public, Other charities
Financial Summary
- Total Revenue
- $25.5M NZD
- Total Expenses
- $17.4M NZD
- Total Assets
- $26.9M NZD
- Net Assets
- $26.7M NZD
- Reserve Months
- 3.2 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $25.5M | $17.4M | $26.7M |
| 2024 | $20.5M | $60.3M | $18.6M |
| 2023 | $66.1M | $23.4M | $56.7M |
| 2022 | $7.4M | $2.0M | $13.8M |
| 2021 | $4.3M | $2.9M | $8.3M |
| 2020 | $1.2M | $0.9M | $5.9M |
| 2019 | $1.1M | $0.7M | $5.8M |
| 2018 | $1.5M | $0.5M | $5.4M |
| 2017 | $0.3M | $0.4M | $4.3M |
| 2016 | $0.2M | $0.3M | $4.4M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.7/100
- Financial Score
- 86
- Governance Score
- 75
- Transparency Score
- 85
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Auraya Wanwimolruk — Trustee
- Matthew McCracken — Trustee
- Hana Maihi — Trustee
- Simone Robbers — Trustee (departed 2026-02-12)
- Philip Prendergast — Chair
- Alanna Irving — Trustee (departed 2025-12-05)
- Annette Culpan — Trustee (departed 2025-02-13)
- George Woods — Trustee (departed 2021-11-23)
- Cheryl Spain — Executive Director
- Anake Goodall — Trustee (departed 2023-10-02)
- Susan Barker — Trustee (departed 2016-01-03)
- Phil McKinstry — Chair (departed 2023-08-22)
- Doris Zuur — Trustee (departed 2018-12-31)
- Susan Cooper — Trustee (departed 2013-08-02)
- Glen Saunders — Trustee (departed 2021-06-08)
- Otto Mengedoht — Trustee (departed 2011-08-02)
- Duncan Power — Trustee (departed 2011-12-19)
- Noel Josephson — Trustee (departed 2011-12-19)
- Terry Creighton — Trustee (departed 2009-12-16)
- Roy Boonen — Trustee (departed 2009-12-16)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Executive Director and direct reports | $242,798 | - |
| Key Management Personnel (aggregate) | Executive Director and direct reports | $242,798 | 2025 |
| Trustees (aggregate) | Trustee | $2,000 | - |
| Trustees (aggregate) | Trustee | $2,000 | 2025 |
| Alanna Irving | Trustee | - | 2025 |
| John Prendergast | Chair | - | 2024 |
| Alanna Irving | Trustee | - | 2024 |
| Anake Goodall | Trustee | - | 2024 |
| John Prendergast | Trustee | - | 2022 |
| Phil McKinstry | Chair | - | 2024 |
| Anake Goodall | Trustee | - | 2022 |
| David Woods | Trustee | - | 2022 |
| Glen Saunders | Chair | - | 2021 |
| Phil McKinstry | Chair | - | 2022 |
| Annette Culpan | Trustee | - | 2025 |
| Annette Culpan | Trustee | - | 2022 |
| Michelle Wanwimolruk | Trustee | - | 2025 |
| Simone Robbers | Trustee | - | 2022 |
| Simone Robbers | Trustee | - | 2025 |
| Matthew McCracken | Trustee | - | 2025 |
| Simone Robbers | Trustee | - | 2024 |
| Annette Culpan | Trustee | - | 2024 |
| Cheryl Spain | Executive Director | - | 2025 |
| Phil McKinstry | Trustee | - | 2021 |
| Alanna Irving | Trustee | - | 2022 |
| John Prendergast | Chair | - | 2025 |
| Hana Maihi | Trustee | - | 2025 |
Funding Sources
- Trust House Foundation — $10,000
- Trust House Foundation — $7,502
- Pelorus Trust — $4,922.5
Major Funders and Contracts (FY2025)
As disclosed in The Gift Trust's annual report.
- Donors (Gift Accounts) — $24,861,853 — Philanthropic vehicle for charitable giving administration
Service Providers
- Prime Numbers
- Moore Markhams
- Kendons Chartered Accountants Limited
- Moore Markhams
- Kiwibank Limited
- Kiwibank Limited
- Kiwibank
- Rabobank
- Prime Numbers
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The Gift Trust
Financial data as at March 2025. Sourced from Charities Services register.
$25.5M
$17.4M
$26.9M
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Gift Trust's mission is to increase philanthropy in New Zealand by offering a premium service to donors. We support individuals, families, organisations and companies by facilitating their charitable donations and providing professional advice to create the most impact for the organisations they care about. We provide personalised giving advice, connections and strategy so that our donors can give with more confidence and deeper effect.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 9 peers · Social Services · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Sector & Activities
Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 28 September 2026.
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