Meaningful conversations about philanthropy

Eleanor Cater
Membership Services Director
Community Foundations of NZ
27 September 2022

We get a lot of enquiries from generous Kiwis who want to know how they can meaningfully structure their estates, simply to make their giving aspirations a reality after they have left this world - and without stinging commercial fees. Many Kiwis are simply looking for a long-term, trusted solution for their wealth, or for a way to give back to their community, which will have impact.

Our article in the latest edition of Lawtalk, the NZ Law Society’s magazine, outlines the options for giving and how lawyers can start a meaningful philanthropy conversation with their clients. And it’s not just for lawyers – financial advisors and accountants will wish to consider the importance of these conversations and how crucial it is to help their clients to give philanthropically, and to give well.

The landscape for trusts is shifting rapidly and old trust structures are not always the best way forward: pooling legacy funds in communities, under one governance, investment and grant making structure, simply makes a lot of sense!

Read the Lawtalk article here and consider the possibilities. Whether you are thinking of giving, or whether you are a professional advisor, we are sure you will find informed conversations about philanthropy are very fulfilling indeed.

For lawyers and professional advisors: read more about partnering with your local Community Foundation >>

Date Posted: 20 Sept 2022

Back to all posts

Recent Posts

Eleanor Cater Steps into CEO Role at CFANZ

04 Aug 2025

The Board of CFANZ is delighted to announce that Eleanor Cater has been appointed as our Acting Chief Executive Officer. Eleanor has played a highly influential role in our management team since 2017, most recently as Director of Philanthropy and Membership Services and we are thrilled to have her move into this important position.

A city built on generosity

07 Aug 2025

Behind much of what helps Tāmaki Makaurau thrive, you’ll find legacy giving. These are gifts that don’t always make headlines but make a lasting difference. They come from people thinking not just about today, but about tomorrow – the city their grandchildren will grow up in, the opportunities they want to share with others, and the values they want to live on into the future...

Women reshaping philanthropy

25 Jul 2025

So much has been written and debated about the “great wealth transfer”, the burgeoning phenomenon that will see the baby boomer wealth changing hands over the next 25 years. It’s an outsized bulge of generational wealth that the world has never seen in size and scale before, and, here in New Zealand, it’ll see NZ$1.2 trillion in earnings, property, and other financial assets changing hands as the older generation passes on. It turns out there’s another really interesting shift going on as well...