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Giving Case Studies

ANZ New Zealand

ANZ New Zealand is one of the country's leaders in payroll giving, with more than 1,300 staff members contributing regular amounts from their after tax salaries and wages. These contributions are matched dollar for dollar by ANZ and go to their charitable trust, the Staff Foundation New Zealand. 

Since it's inception in 2002, the Staff Foundation has been involved in the distribution of more than $1.4 million in community grants to over 300 charities and community projects 

Corporate Responsibility & Community Manager Nadene Hawley says the scheme works extremely well as it’s a great way for staff to support their local community. Members are encouraged to nominate local community initiatives for grants. As each application for funding must be supported by a member, staff have a say in which projects are considered. It’s also an easy way to give. By giving through the Staff Foundation, people are able to support a variety of causes in communities throughout New Zealand. 

A staff elected advisory board meets quarterly to assess applications and determine funding outcomes, and gives out around 80 grants a year of mostly between $1,000 and $10,000. 

“Staff members nominate groups they are involved in or have contact with so every grant is staff driven. All applications to the Staff Foundation must have the support of an ANZ New Zealand staff member to be eligible for consideration,” says Nadene. 

The focus tends to be on local projects that meet the objectives of the foundation and benefit a broad sector of the community, such as funding an activity day for the elderly, training phone based volunteers on youth help lines, youth camps, etc. 

Currently the donations are deducted from after tax income and staff members can claim the tax credits annually. ANZ New Zealand is exploring options to develop systems and processes to reflect the new payroll giving changes and enable donations to be taken from pre-tax income.

CanTeen

CanTeen supports young people in New Zealand aged 13-24 living with cancer, and has strong relationships with a number of corporate partners and individual donors. 

The organisation does not receive any government funding and is totally reliant on the generosity of individuals, the community and its fundraising partners. 

Brad Clark, CanTeen’s general manager, marketing and fundraising, said that CanTeen’s corporate partners found there were major benefits to having a tangible link with a high profile charitable brand. 

The organisation’s major corporate partner is Pams and, particularly for the iconic Bandanna Challenge, Foodstuffs retailers New World, PakNSave and Four Square. It also has relationships with ASB Bank, Burger King, BP, Farmers, Repco and Radius Pharmacies. 

“Our philosophy is that we are in boots and all. We don’t just have our hands out. We want these organisations to get benefits from these projects,” he said. 

“The potential of increased income streams from the lifting of tax caps for business and payroll giving schemes could have profound effects on the work we are able to do.”

cbm

cbm www.cbm-nz.org.nz is an international Christian organisation whose primary purpose is to improve the lives of the world’s poorest people with disabilities. 

It undertakes several projects in the Pacific, including Project HEAVEN (HEaring And Vision ENhancement), located Tamavua Hospital in the Suva District in Fiji. The project conducts ear and eye screening for students in primary and secondary schools throughout Fiji. The project also assists in provision of eye glasses and hearing aids. As part of the worldwide Christian Fellowship, cbm places emphasis on its role in the Christian social ministry and works with Pacific churches wherever possible.

Any donations made by New Zealand tax payers to cbm New Zealand are eligible for the 33.33 per cent tax credit. 

National Director Darren Ward says the organisation is currently undertaking a concerted effort to get partnered with New Zealand businesses so it can help more Pacific peoples, with support of their local churches.


The Chartered Institute of Logistics and Transport

The Chartered Institute of Logistics and Transport in New Zealand Inc. provides an authoritative voice for over 1200 practitioners in the transport and logistics industry.

CILT NZ appoints trustees to the Transport Research and Educational Trust Board, which makes grants to individuals and organisations for transport projects, including logistics. The board looks for projects that promote, encourage and co-ordinate the study and advancement of the science of transport in New Zealand.

Trust Board chair Peter Goodwin says the Board recently launched a new charitable fund, Inspire, to be an innovative and inspirational careers foundation to support career development and promote excellence in transport, logistics and supply chain management.

“Inspire will provide funding towards scholarships and bursaries for professional education, mentoring and assistance towards the purchase of books and other educational material. The recipients and all CILT members will benefit from the fund – through the contribution to industry best practice.” 

As the Board is a registered charity in New Zealand, donations by individuals and organisations will be eligible for tax refunds. Donors will have the option of making one-off payments, nominating the Trust in their payroll giving scheme, making regular monthly or annual payments, or by making bequests.

“All donations to the fund will be invested by the Trustees, and generally only the income from the fund, after allowing for inflation, will be distributed among the applicants chosen by the Trustees. In this way, the capital sum will be maintained for the long term."

Giving to your marae

One of the ways Nicky supports her marae is by making fortnightly automatic payments to its savings fund. 

As she lives some distance from her marae, it’s difficult for Nicky to get back as often as she’d like for tangi, fundraising, and working bees. The regular payments make her feel like she’s still contributing, even though she’s not there in person. Nicky has been giving $10 a fortnight for around five years now, as have other members of her whānau. 

It is possible for Nicky and her whānau to claim a tax credit on donations to marae. As long as the marae issues them receipts that state their name, the amount they’ve donated and a statement that it is a donation, then they’re then able to claim back 33.33% of that amount from IRD. That means for every $10.00 Nicky donates, she can claim back $3.33. Tau kē!

Leave No Trace New Zealand

Leave No Trace is an international environmental movement that promotes and inspires responsible travel and outdoor recreation through education, research and partnerships.
Leave No Trace centres are established in the United States, Ireland, Canada, Australia and New Zealand. 

The New Zealand centre, a locally registered charity, seeks to educate and challenge the New Zealand public and overseas visitors on how and why to minimise their environmental impacts while enjoying our natural and cultural heritage areas. 

It relies on partnerships, donations and grants to spread the message of outdoor ethics. These contributions allow it to train more people in the skills and ethics required to preserve the outdoors. 

Leave no Trace ensured early that it was an lnland Revenue approved donee organisation. This allows it to tell visitors to its website that all donees will receive tax credits “up to the level of their annual net income” and invites people to make donations directly into its bank account.


The New Zealand Arts Show

The NZ Arts Show is a great example of how regular and effective contact with supporters can generate a close donor community. 

The general day to day running costs of The NZ Arts Show are funded solely out of donations and sponsorships and so organisers need to ensure supporters are kept informed and involved to ensure their support continues. 

Over the past six years, the show has returned over $3.5 million into the pockets of New Zealand artists, making the NZAAT a significant arts organisation. 

Executive director Carla Russell says the key to the show’s success is asking first what sponsors and supporters want then making sure she and her team delivers it. 

“No-one wants to give and receive nothing back at all. At the very least, people want acknowledgement and information so they know for sure they’re doing something for the good of the community. We always keep in contact with sponsors and donors so they know how their money is being spent and they feel part of the arts community we’ve created.” 

Sponsors also receive raised awareness of their support, networking opportunities and events invitations. The Show team regularly holds small exhibitions and gatherings for donors and supporters as a way of saying thank you. 

The support is now so great that would-be volunteers have to be turned away because so many people put their hands up. 

Carla recognises that the tax changes have created another opportunity to communicate with supporters to ensure they’re aware of the lifting of the caps on the tax credits for donations and the introduction of payroll giving. 

“Anecdotally I know that some of our donors aren’t aware of the lifting of the donations limit so this is a good time to let people know about that. I’ve also look forward to seeing employers offering payroll giving to their staff as that will provide another great fundraising tool for us.”

Signify

Regular giving is something many small to medium enterprises do well in New Zealand but not all do it in a planned way or fully recognise the value giving can have for reputation and staff morale and retention.

Wellington-based company web and software development company, Signify, which employs 25 people, has built giving – or being ‘good’ – into its strategic plan to guide the way the business is run.

Over the seven years since the company was launched, being good has grown to encompass supporting a number of organisations and individuals in practical and financial ways. 

Signify has a formal budget for monthly donations, including support for the Wellington City Mission. Staff members are also given the opportunity to support World Vision through voluntary deductions from salaries. Management then matches the amount donated $1 for $1. 

The company also does pro bono work for organisations such as the Employers’ Disability Network and the Drug Foundation. 

The company is currently speaking to its payroll provider about changing over to the new tax relief system for payroll giving and intends to introduce a new scheme soon, which will allow employees to donate to a charity of their choice.

TableSide Community Trust

TableSide Community Trust started out as a small group of people from different areas of Auckland who started to see each other talk about what mattered to them; giving time and raising funds for community causes. 

Through networking and dedication to relationship building, the Trust has grown into a large band of dedicated volunteers from all walks of life who pool their skills and talents to work in partnership with charitable and non-profit organisations. 

The group helps out in a wide variety of ways, wherever there is a need in the community. Projects include cleaning up graffiti, volunteering with ESOL support, raising funds for a sick child, organising a gardening project for a disabled couple or doing painting jobs. 

TableSide’s quiet contribution was recently recognised in the Auckland City Council’s 2009 Community Safety Awards. It was named winner of the Not-for- Profit Organisation Award, and classed as “outstanding in their category for engendering tremendous community spirit through co ordinated activities in the community”. 

Director Denise Krum said it is the long term relationships – with donors, volunteers, non-profit organisations and businesses – that has allowed the Trust to grow and flourish; helping more and more people on the way. 

It will also be these relationships that ultimately will encourage donors to give to Tableside Community Trust through any future payroll giving schemes. 

“We work hard at maintaining relationships. From a nonprofit perspective, you need to nurture these relationships to ensure long term connections and success in the community.”


UnionAID

Unions Aotearoa International Development Trust (UnionAID) is the overseas development agency of the New Zealand Council of Trade Unions-Te Kauae Kaimahi. 

It was established in 2009 to provide a channel for New Zealand workers to support vulnerable workers and their families in developing countries. 

Current successful projects with Dalit workers in Tamil Nadu, India, and Burmese migrant workers on the Thai border focus on education on rights provided in international and domestic law, and assisting workers and their families to to exercise those rights and improve their economic and social position. 

UnionAID is a registered charity with the New Zealand Charities Commission and is seeking donee organisation status with Inland Revenue so it can be eligible for payroll giving. 

Organisations that apply most of their funds overseas do not qualify for donee organisation status unless specific approval is given by the New Zealand Parliament or a separate fund for giving within New Zealand is established. 

UnionAID Executive Chair Ross Wilson says he is very much hoping Parliament will approve UnionAID as a donee organisation. 

“Our objective is to build donor support among the 400,000 union members affiliated to the NZCTU. Many already make regular donations but it seems only fair that they should get a tax credit for this”. 

“We’d also love to participate in the new payroll giving scheme. Many union members ask about this and there is no doubt that when donee organisation status is attained we will be able to achieve a big increase in donor support.”

Wholly Bagels

Wholly Bagels owner and founder Charlie Daily uses giving and generosity as a marketing tool – and a very effective one at that. 

Wholly Bagels, which began life as one Wellington bagel store in 1998 and is now a nationwide franchise employing hundreds of people, has always given back to the communities it serves. 

Charlie says “from day one” he started giving. He chooses causes and organisations that match his company’s brand values; family oriented and healthy. 

To that end, the company sponsors many local sporting groups including junior cricket clubs, junior net ball, junior soccer, junior rugby and female cycling. 

Charlie says he uses giving as a marketing tool because he doesn’t have the revenue for mainstream advertising. 

“Giving certainly makes us feel good but there is also a strong business reason behind contributing to every group we do. “ 

Giving also results in the company receiving a tax credit. As of April 2008, Wholly Bagels has been able to claim a deduction for all the donations it makes to donee organisations. This means that for every dollar given, Wholly Bagels can deduct that sum from its taxable income.