Publications produced by Philanthropy New Zealand and/or our members that we believe are of interest to the sector.
Funding agreement templates
Kate Frykberg’s blog discusses the need for funding relationship agreements to be rethought. She proposes that funders should instead adopt a relationship agreement approach, based on mutual responsibility and accountability.
- Here is a free Funding Relationship Agreement template in Word Format.
- Here is the same Funding Relationship Agreement template in PDF format.
The New Zealand Support Report, JBWere in collaboration with PNZ
JBWere’s New Zealand Support Report developed in collaboration with Philanthropy New Zealand puts philanthropic spend at $3.8b a year.
The New Zealand Support Report looks at the income the for-purpose sector received from philanthropy and grantmaking in 2018, including the types of givers and a breakdown of the causes receiving it. The report also highlights the significant role volunteering plays in New Zealand, valued at an additional $2b a year.
Read the report here.
Readiness, Response and Recovery: A funders’ guide
New Zealand, like many counties, experiences a wide range of disasters and tragedies. In recent times, these have included major earthquakes, floods, fires and a terrorist shooting. Major events will continue to occur, and many predict that there will be more natural disasters due to climate change.
Philanthropy New Zealand (PNZ) developed Readiness, Response and Recovery: A funders’ guide for philanthropists and grantmakers. It recognises the critical role they play in preparing for and responding to major events, and helping communities recover from them.
To develop the guide PNZ engaged with a range of New Zealand and international philanthropic and civil defense experts with experience in preparing for, responding to and funding recovery from major events.
You can read Readiness, response and recovery: A funder’s guide here.
Read the fact sheet here.
Philanthropy New Zealand Stocktake of Environmental Funding Report
Philanthropy New Zealand’s Environmental Funders’ Network called for research on the amount and type of philanthropic and grantmaker funding for the environment, due to an identified need for more data on activity in this area.
Foundation North, Rātā Foundation, the Tindall Foundation and the Wellington Community Trust funded this Stocktake of Environmental Funding, which was released in November 2019.
The research identified 102 funders that distributed just under $35m of philanthropic to environmental causes. This accounted for four per cent of the total funds these organisations distributed in the 2017-2018 year.
Since then the philanthropic and grantmaker sector has increased its focus on environmental causes. You can read examples of this by the Wellington Community Trust.
You can read a two-page summary of the research here.
You can read the Stocktake of Environmental Funding Research Report here.
If you’re a funder who is interested in being part of the conversations around funding the environment contact firstname.lastname@example.org
Philanthropy New Zealand Tangata Whenua and Diversity Research Report > PDF
This research report summarises the findings of Philanthropy New Zealand’s (“PNZ”) Tangata Whenua and Diversity Project (2018–2019).
This report captures some of the themes and energy from the two-day event that saw over 500 philanthropists, grantmakers and representatives from allied organisations gather in Wellington. An event where our collective love for humanity, our belief in the power of thoughtful generosity and our desire to make the world a better place was the fire at the heart of every conversation.
This report also outlines some of the actions and options for the sector to work on over the next couple of years. We want the Summit to be much more than something that happens once every two years. We want the collective action and conversations to continue as we all work together to inspire more philanthropy, support better philanthropy and build a stronger sector.
The Case Foundation: A Short Guide to Impact Investing > PDF
As mentioned in the article Impact investing: empty trend or essential too? in Philanthropy News, Issue #72
Wellington Funding Mapping Project – Nikau Foundation, Generosity New Zealand, Wellington City Council and Wellington Community Trust (July 2017)
This interim report is the most detailed study to date of the grant applications processed and approved by the local councils and a select group of philanthropic trusts and foundations in the Wellington Region.
It is the outcome of the first phase of the Wellington Funding Mapping Project – a pilot research study initiated by a group of funders who want to have a better understanding of the demand and supply of funding in the Wellington region.
The Grantmaker’s Toolkit
The Grantmaker’s Toolkit is a comprehensive guide for anyone who has an interest in getting the best out of their grantmaking. The Grantmaker’s Toolkit is full of practical information, worksheets and checklists, personal perspectives, and selected case studies of promising practices to illustrate successful work of grantmakers in the field.
Members are entitled to a free physical copy of The Grantmaker’s Toolkit. If you would like additional copies, please contact us at email@example.com
The Giving New Zealand Report
Giving New Zealand is based on research commissioned by Philanthropy New Zealand and carried out by BERL. The research is updated every four to five years and provides a snapshot of philanthropic giving and associated trends during a single financial year.
Giving New Zealand measures giving in three main areas: personal giving, giving by trusts and foundations, and giving by corporations and businesses. The most recent report was published at the end of 2015 and measures charitable giving in the 2014-2015 tax year. It found that total giving for that period was $2.788 billion. Of this, 55% was personal giving, 42% was trust- and foundation-based giving, and 3% was business giving.
Emerging Practices in Philanthropy
In 2012 we published Emerging Practices in Philanthropy which provides insights into new and evolving practices emerging from some of our members in their approach to grantmaking.
These include multi-year funding, building closer relationships with grantees and focusing more on learning and evaulation.