Fees and Charges

You can view the full Taranaki Foundation Fee Structure Policy here

All funds under management are charged a 1% annual fee, deducted quarterly. This fee supports fund administration, investment oversight, donor reporting, and community grantmaking. External investment fees are at very attractive, philanthropic rates and built into our investment returns. We hold close working relationships with all our fund managers.

We encourage an Establishment Donation of $1,000 to $10,000, depending on the fund’s size and complexity. This one-time donation helps cover the costs of setting up and administering your fund and contributes to the ongoing operations of the Foundation.

This donation can be made upfront or spread over time (e.g. if coming via a bequest or trust transfer, it’s taken from the final amount received).

We’re committed to providing a safe, credible and professional giving service. The fees we charge support the stewardship, administration, compliance and donor care that ensures your gift or fund has lasting impact in our region.