The Gift Trust — Community Development Charity in Wellington
The Gift Trust is a Charitable Trust charity in the Community Development sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $29.9M NZD. Financial data as at March 2026.
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
- Charitable Trust
- Registration Date
- 2009-06-10
- Status
- Active
- CharityData Rating
- B+ (82.7/100)
- Sector
- Community Development
- Location
- Wellington, Wellington
- Website
- https://www.thegifttrust.org.nz
- info@thegifttrust.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: General public, Other charities
Financial Summary
- Total Revenue
- $29.9M NZD
- Total Expenses
- $27.5M NZD
- Total Assets
- $31.6M NZD
- Net Assets
- $30.6M NZD
- Reserve Months
- 3.2 months of operating expenses
- Staff Count
- 7
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $29.9M | $27.5M | $30.6M |
| 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 |
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)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Key Management Personnel (aggregate) | Executive Director and direct reports | Group total | $242,798 | - |
| Key Management Personnel (aggregate) | Executive Director and direct reports | Group total | $242,798 | 2025 |
| Trustees (aggregate) | Trustee | Group total | $2,000 | - |
| Trustees (aggregate) | Trustee | Group total | $2,000 | 2025 |
| Alanna Irving | Trustee | Board or trustee role | - | 2025 |
| John Prendergast | Chair | Board or trustee role | - | 2024 |
| Alanna Irving | Trustee | Board or trustee role | - | 2024 |
| Anake Goodall | Trustee | Board or trustee role | - | 2024 |
| John Prendergast | Trustee | Board or trustee role | - | 2022 |
| Phil McKinstry | Chair | Board or trustee role | - | 2024 |
| Anake Goodall | Trustee | Board or trustee role | - | 2022 |
| David Woods | Trustee | Board or trustee role | - | 2022 |
| Glen Saunders | Chair | Board or trustee role | - | 2021 |
| Phil McKinstry | Chair | Board or trustee role | - | 2022 |
| Annette Culpan | Trustee | Board or trustee role | - | 2025 |
| Annette Culpan | Trustee | Board or trustee role | - | 2022 |
| Michelle Wanwimolruk | Trustee | Board or trustee role | - | 2025 |
| Simone Robbers | Trustee | Board or trustee role | - | 2022 |
| Simone Robbers | Trustee | Board or trustee role | - | 2025 |
| Matthew McCracken | Trustee | Board or trustee role | - | 2025 |
| Simone Robbers | Trustee | Board or trustee role | - | 2024 |
| Annette Culpan | Trustee | Board or trustee role | - | 2024 |
| Cheryl Spain | Executive Director | Executive role | - | 2025 |
| Phil McKinstry | Trustee | Board or trustee role | - | 2021 |
| Alanna Irving | Trustee | Board or trustee role | - | 2022 |
| John Prendergast | Chair | Board or trustee role | - | 2025 |
| Hana Maihi | Trustee | Board or trustee role | - | 2025 |
Funding Sources
- Trust House Foundation — $10,000
- 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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- Maungarongo Marae Trustees — Community Development
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- Te Kauri Marae Trust — Community Development
The Gift Trust
Financial data as at March 2026. Sourced from Charities Services register.
$29.9M
$27.5M
$31.6M
7
Financial data from Charities Services annual return (FY2026). 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 (17 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 500 peers · Community Development (all sizes)
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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FY2025Contact Details
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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.
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