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 (75.2/100). 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 (75.2/100)
- 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
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
- 75.2/100
- Financial Score
- 86
- Governance Score
- 50
- Transparency Score
- 50
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)
- Philip Mckinstry — Chair (departed 2023-08-22)
- Susan Cooper — Trustee (departed 2013-08-02)
- Doris Zuur — Trustee (departed 2018-12-31)
- Glen Saunders — Trustee (departed 2021-06-08)
- Otto Mengedoht — Trustee (departed 2011-08-02)
- Duncan Power — Trustee (departed 2011-12-19)
- Terry Creighton — Trustee (departed 2009-12-16)
- Noel Josephson — Trustee (departed 2011-12-19)
- 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
Service Providers
- Prime Numbers
- Moore Markhams
- Kendons Chartered Accountants Limited
- Moore Markhams
- Kiwibank Limited
- Kiwibank Limited
- Kiwibank
- Rabobank
- Prime Numbers
Similar Charities in Social Services
- Avonside House Trust Incorporated — Social Services
- Glenwood South Canterbury Trust — Social Services
- Home in Place (New Zealand) Limited — Social Services
- Moana House — Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
The Gift Trust
CC40774Wellington, WellingtonRegistered 10 Jun 2009
Data updated: 4 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 2025. Sourced from Charities Services register.
Revenue
$25.5M
Expenses
$17.4M
Assets
$26.9M
Staff
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.
Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Nationwide
About
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.
Key Statistics
Annual Revenue
$25.5M
Total Expenses
$17.4M
Net Assets
$26.7M
Staff
5
employees
Volunteers
0
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
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.2mo
Could operate 3.2 months with zero revenue
Low reserves
Fundraising Cost
-
No fundraising data
No data
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
8
Score /100
Highly Concentrated
HHI: 9,243
High Concentration: 96% of revenue from Donations
Donations96.1%
Investment Income2.6%
Other1.1%
Government Grants0.2%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 13 peers · Social Services · $10M – $50M
Rating Score
75
Revenue
$25.5M
Reserve Months
3.2
Surplus
$8.1M
Staff Cost %
2%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BScore: 75.2/100
Financial
86
Governance
50
Transparency
50
Why this grade: Financial 86 × 40% + Governance 50 × 60% = 64 → B.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC40774
Entity TypeTrust
Registered10 Jun 2009
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated28 May 2009
Sector & Activities
Primary Sector
Social ServicesData 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: 4 May 2026.
Similar Charities in Social Services
Other Social Services charities ranked by overall score