Dormant Trusts Project - understanding the opportunity and making a plan

Dormant Trusts Project - understanding the opportunity and making a plan

Dormant Trusts Project - understanding the opportunity and making a plan
Auckland Foundation

Estimated Time: 20 - 30 Hours Over 1 - 2 Months

There are sadly many dormant charitable trusts in Auckland. As a community foundation we can help trustees to resettle and reinvigorate the giving that the Trust was established to undertake. We need a smart legally minded project manager who can analyse the opportunity and lay out a project management plan to set us on this path of releasing funds for charitable purposes.

Working location

This work can be done remotely or in our offices at level 2, 2 Princes St, City.

Proposed project steps with time estimates

Understand the opportunity
- Analyse the Charities Register Data to identify the size of the opportunity and the Trusts to target
- Build the knowledge base
Est 20 - 30 hours

Prepare the project plan
- Prioritise the trusts
- Develop a process to build a relationship and have a discussion
- Outline a timeline to implement the plan
Est 10 - 20 hours

What We Have In Place

Some work was done a couple of years ago to look at this opportunity so we have some detail that needs a fresh and current pair of eyes.

To understand more about us take a look: www.aucklandfoundation.org.nz


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We encourage efficient and effective philanthropy in Auckland. We work with people who want to give in a planned way without the hassles of all the admin and compliance that comes with having a foundation. We provide an efficient way to resettle or establish charities and facilitate donor-advised giving. We want to grow Auckland's generosity and help build our communities and resources.
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