Charities and foundations are organisations established to deliver social, community, or environmental impact. These entities often rely on donations, grants, or invested funds to support their mission, making sound financial management essential to their long-term success.
Managing charitable assets requires careful oversight. Organisations must meet regulatory and reporting obligations, maintain transparency, and ensure that investment decisions align with their values and purpose while supporting sustainable funding over time.
We provide specialist advice tailored to charities and foundations, helping you manage funds responsibly, remain compliant with New Zealand regulations, and implement investment strategies that support both your mission and financial objectives. Our approach focuses on preserving and growing your capital in a prudent way, enabling you to maximise your impact now and into the future.
Helping trustees balance purpose, prudence, and sustainability
The trustees of a charitable foundation came to us wanting to ensure their investment approach supported the long-term sustainability of their mission.
They needed to generate consistent distributions while protecting the real value of capital and wanted confidence their investment decisions reflected prudent stewardship of charitable funds.
We worked with the trustees to develop a tailored investment approach that respected the unique responsibilities of charitable governance. This included:
- Clarifying distribution requirements and long-term objectives
- Developing an investment policy aligned with the foundation’s purpose
- Implementing a diversified investment strategy suitable for a charitable entity
- Providing clear reporting for trustees and ongoing oversight
The result is an investment framework that supports the foundation’s work today while safeguarding its ability to continue delivering impact well into the future.
Find out about our process that determines your goals and tailors a plan specifically for you now and in the future.
Understand the beliefs behind the well-diversified portfolios that we employ to build your wealth.