te awa powerpoint 2020 [read-only] · zealand’s growing network of community foundations →the...

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Page 1: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Our story

Page 2: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Who are we?

→Part of a national body supporting New Zealand’s growing network of Community Foundations

→The Te Awa Community Foundation is a charitable trust established to receive gifts in wills and donations to be invested for the lasting benefit of community organisations and causes.

Page 3: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in
Page 4: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

CFNZ 2019

Northland Foundation  

Auckland Foundation

Momentum WaikatoEastern Bay Community Foundation

Acorn Foundation(Western BOP)

Geyser Community Foundation (Rotorua & Taupo)

Sunrise Foundation (Gisborne)Te Karaka Foundation (Taranaki)

Hawke’s Bay Foundation

Nikau Foundation (Wellington)

Christchurch Foundation

Advance Ashburton Community Foundation

Aoraki Foundation (South Canterbury)

Wakatipu Community Foundation 

Clutha Foundation (Clutha District)

Te Awa Community Foundation (Horizons District)

• The fastest growing form of philanthropy in the world, which started in the U.S. over 100 years ago

• 17 Community Foundations

• We’ve been growing as anetwork in NZ since 2003

• Supported by The Tindall Foundation

Top of the South Community Foundation 

Page 5: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

What do Community Foundations do?

• Inspire generosity

• Make giving easy for everyone

• Invest in long term community transformation

• Build a permanent fund for your community

• Provide community leadership

Page 6: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

What do Community Foundations do?• Give today• see your donations make a difference and receive tax benefits

• Give tomorrow • leave a lasting legacy through a gift in your will

• Give the way you choose• Community Fund – by district• Named Endowment Fund• Workplace Giving

• Give what you can, when you can• Every gift counts – large or small, one-off or regular

Page 7: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

How does a Community Foundation work?

Page 8: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Growing giving through an Endowment Fund

Page 9: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

It’s a smarter way to give• Your donation can go further and

forever

• It can be invested and grown

• The income it generates will fund local causes year on year

• It’s a simple, effective and long-lasting way for your generosity to support your local community’s needs

• Better still, you choose who benefits

Page 10: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Why choose to give through an Endowment Fund?

Grow your Giving through an Endowment Fund

YOU CAN:Gift beyond your lifetime to a cause that you love in your local community

WE CAN: Provide local knowledge and philanthropic expertise

Page 11: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

How far have community foundations come?

17

800

560+$130m

85%

$20m +granted to NZ communities

over the last 5 years

of New Zealanders have access to alocal Community Foundation

under managed funds

committed bequests so far

grants made to localcommunities last year

Community Foundations

Page 12: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Highlights of recent progress by Te Awa

• Completion of robust policies, all reviewed annually

• Approval of Statement of Investment Policies

• Completion of CFNZ Stage Two Milestones

• Securing Stage Two Milestones financial support from Tindall Foundation

• Production of preliminary collateral

• Confirmation of first major private trust endowment - $300,000

• Securing of first private endowment in support of the General Fund

Page 13: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Highlights of recent progress by Te Awa

• Monthly donations & business support from Trustees and associated businesses

• Provision of first donor-advised grants to local charities

• Development and implementation of Joint Agreement with Territorial Authorities in the Horizons Region

• Implementation of Appointments Committee to commence Trustee recruitment that supports Board rotation policy and established Skills Set Matrix

• Preparations for website upgrade in third quarter of 2020

• Preparation for recruitment of part-time fixed term appointment

Page 14: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Opportunity for the Manawatu District

• To co-sign the in principle Joint Agreement with other TA’s

• Establish a District Committee

• Establish a Te Awa Manawatu sub-brand

• Establish a Manawatu District Fund – provide an opportunity for local donors to support local causes in perpetuity

• “To provide support, both financial and otherwise, for Community Organisations, groups and individuals, and for any Charitable Purpose.”

Page 15: Te Awa Powerpoint 2020 [Read-Only] · Zealand’s growing network of Community Foundations →The Te Awa Community Foundation is a charitable trust established to receive gifts in

Connecting generous people who care with causes that matter

“Give where you live”