Annual Report 2010.pdf - Philanthropy New Zealand

1. Get accredited to receive payroll donations.
Visit the Payroll Giving website for more details
(www.payrollgivinginfo.org.nz).
2. Send this flyer out to your donors and those who
support you.
3. Give this flyer to your volunteers and make them
aware that expense reimbursements are tax free.
4. Create a payroll giving request form for
download from your website.
5. Double check you have donee status with Inland
Revenue. Without it donors can’t receive a tax
credit.
6. Visit Inland Revenue (www.ird.govt.nz), the
Office for the Community and Voluntary Sector
(www.ocvs.govt.nz) and the Charities Commission
(www.charities.govt.nz) for other information.
July 2010
New Zealanders are naturally generous people.
Each year an estimated 1.2 million of us volunteer
our time and together we give more than
$1 billion to tens of thousands of organisations.
Giving time and money helps our people and
communities. Recent changes to our tax rules
have made it even easier and rewarding to give in
meaningful ways to make New Zealand a better place.
These changes include:
• the introduction of payroll giving
• clarification of the tax treatment of reimbursement
payments and honoraria to volunteers
• removing caps on the donations tax credit for
individuals, companies and Mäori authorities
These changes will benefit whänau, hapu, iwi and other
Mäori groups through giving them a regular stream
of income from donors. The changes also give more
structure around reimbursing volunteers.
This flyer includes information on the tax changes and
covers how Mäori organisations can take advantage
of these.
Making it easier to give to Mäori organisations 1
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souls. Over a third of us volunteer, nearly two thirds have given
money or goods or bought charity items, and most of us admire
the generosity of large-scale givers like the Tindall Foundation
or the McKenzie Trust. Some of us may even plan to leave a little
something to a favourite charity in our wills. But in between
the multi-millionaires and the gold coin in the bucket there is
emerging a strong, healthy community of large-scale givers who
want to do more than just write a cheque, under the radar and in
that typically modest Kiwi way.
Chief Executive’s Report:
Robyn Scott
Philanthropy New Zealand’s vision: A thoughtfully
generous Aotearoa New Zealand is ambitious – placing a
stake in the ground that ensures we continue to lead the way
supporting you, our members. Over the past year we have laid
the foundations for growth have begun building on them, using
the strategic planning process as a guide and listening to what
our members see as our priority areas.
There have been many highlights: projects such as The
Grantmaker’s Toolkit coming to fruition, as well as smaller steps
forward in the complex but extremely valuable work we are carrying
out on your behalf.
Playing our Part in Growing Giving in New Zealand
Leading and influencing policy not only goes some way to
meeting community needs, it also drives greater and more longlasting
social change.
We continue to be at the forefront
of fostering generosity in New Zealand.
Making it easier
to give to Māori organisations
We have been working alongside the
Generosity Hub and other interested
stakeholders, encouraging and helping
Take Action Now
both individuals and organisations find
ways to use the recent tax changes
and payroll giving to their benefit. For
example, we directly contributed to
www.payrollgivinginfo.org.nz
Inland Revenue’s Communications and
Assistance Strategy.
Payroll giving only began in New Zealand in January this year,
but already donations through the scheme have reached $170,193
for a single month, and they seem to be growing according to Inland
Revenue data.
A total of more than $423,500 was donated via payroll giving in
six months, so if growth continues at this rate, a total of $2 million
could be donated in the first year. If more people start requesting and
promoting payroll giving, then the donations to worthwhile causes
will be even greater – and so will the tax credits people receive! (see
example on page 6)
We are one of the lead organisations involved in the Generosity
Hub which brings together those with an interest in growing the
giving of money, time, in-kind giving and acts of kindness in
New Zealand. The How Do New Zealanders Give? research is being
used widely and is increasing the body of knowledge about giving and
giving behaviours. Other initiatives underway within the Hub include:
growing business CSR networks in Auckland and Wellington, and a
multimedia campaign based around the strapline Giving for Good –
watch out for www.givingforgood.org.nz.
In the past year we have seen a surge
PHILANTHROPY
GIVING
The FACES behind
the GOOD WORKS.
Back
New Zealanders have always been generous
of reports and articles in the media about
giving and generosity – of which we have
been the important initiator. We are often
the catalyst for substantial discussions
about the work and the value of
philanthropy. Exposing the public to why,
how and when to give – and what is given –
is such a valuable part of the foundations of
building and understanding social capital
in society. It’s also important for the work
of philanthropy to be understood and
valued in order to continue to grow giving.
Networking, Learning, Sharing, Developing
We continue to practice leadership across the sector.
In June, with support from the Office for the Community and
Voluntary Sector (OCVS), Fiona Ellis from the UK and Laura Benedict
from the US presented at seven Regional Funders Forums around
the country. Laura spoke on Social Lending and Fiona on Creating a
Learning Culture that Improves Impact. The warm welcome and huge
interest we received illustrates a desire to grow understanding of good
grantmaking. The Regional Funders Forums are made possible through
significant support from the OCVS, as well as the hospitality of our
members in the regions who host the Forums and who have been
especially important in galvanising local participation.
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