Advisors
Many people want to give but may not know how and where their generosity can have the biggest impact. Nikau Foundation works with professional advisors like you, to provide a more holistic financial planning approach.
How we work with you.
Help your clients realise their goals
When you partner with us, you can take advantage of our philanthropic expertise, community connectedness and strategic approach to grantmaking – enabling your client to realise their goals for giving. New Zealanders are some of the most generous people in the world.
Flexible, tax-effective planning
Your client will receive a tailored giving plan which is flexible, tax-effective and meets their giving goals. We make giving through us easy by preparing all the relevant paperwork and agreements.
We’re here to help
We’re always on standby to answer questions, and we can speak to your clients about philanthropy and where the great, impactful work is taking place in the community. We want to ensure you feel informed of the value-add we can provide, and would be delighted to come and present to your board, clients and team.
Benefits of partnering with us
We can help you work through possible granting processes and complex philanthropic objectives.
We offer guidance on including philanthropy in wealth planning conversations.
We provide information on giving strategies and prepare a tailored giving plan.
We connect your clients with local causes, programmes or charities.
We take care of the administration.
We can accommodate gifts such as real estate, life insurance policies or shares, which are not easily transferable to other charitable entities.
We manage investments and distribute income.
Set up a fund
Some people choose to establish their own fund, naming it after themselves, their family or honouring someone dear to them. Your client can name the charities or causes they would like to support, so whether it’s education, conservation, youth – we will ensure that their aspirations for giving are met, now and in the future.
Planned giving
Your client may wish to name us in their will, either specifying a dollar amount, a percentage of an estate or what remains after other bequests, including those to family members, are made. We will make sure that their donation goes to benefiting the causes they care about most.
Trust management
If your client has an existing charitable trust, or is considering establishing one, we can offer easier options for management around compliance, investments, effective grant making and more. Nikau Foundation can also act as a Corporate Trustee benefiting your organisation with enduring trusteeship and community connectedness.
How we invest our funds
For over 30 years, Nikau Foundation has been investing and growing generosity across the region. Giving through us, means your client will benefit from our cost-effective model, and economies of scale, enabling their giving to go further, forever.
Our team
By partnering with Nikau Foundation, you will benefit from the wealth of expertise, passion and thought leadership from our board, staff and volunteers.
Stories of giving and impact
More people are thinking strategically about their giving, and our model is proving to be a very attractive and effective solution in enabling them to meet their philanthropic goals.
