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Charitable Trusts

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community. They may be formed for the purpose of:

  • the promotion of education
  • the relief of poverty
  • the promotion of religion
  • other purposes of benefit to the community

A charitable trust, as registered by the Registrar of Incorporated Societies, gains tax benefits when approved by the IRD.  These tax breaks include the absence of gift duty on gifts to the trust and the absence of tax on income earned by the trust.

At Graham & Dobson we know the practicalities of charitable trusts.  Our experience in this area enables us to assist you in both setting up the trust and in using the trust to most effectively reach your charitable goals.

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Client in the Spotlight

Self Storage Gisborne Ltd

When Peter and Sylvia Jex-Blake purchased 107 Disraeli Street in 2007, the Sunshine Brewery was the only tenant.  The balance of the site consisted of the original Gisborne Sheepfarmers warehouse, and the original Sheepfarmers manager's residence.  In search of a use for the warehouse, Peter came across the Self Storage industry.  Contact was made with a consultant, who put together a plan to convert the site into a self storage facility.  Hence, the beginning of Self Storage Gisborne...

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Meet our Team

Ian Chatfield

What is your current role at Graham & Dobson?
Consultant

Where are you from originally?
Born and raised in Gisborne.  Lived in Auckland, London and Gisborne

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What our clients say...

  • Parihohonu Station has been involved with Graham and Dobson since the early 1900s. They have proved to be of great value, producing a high standard of quality work, are trustworthy, astute, and approachable any time at all. The staff are very friendly and will bend over backwards for us. We always recommend this long established firm unequivocally.

    Avianne and Nigel Faram

  • We are grateful for the enormous amount of support the staff of Graham & Dobson provide. They have demonstrated a high level of understanding, knowledge and financial direction and deliver a consistent service in structured, efficient timeframes. This is a company with high integrity and strong values focusing on providing the utmost levels of customer satisfaction.

    Gisborne Stroke Support Group Inc.

  • Graham & Dobson helped me start my own business in 2007. Without their help and support the process would have been a lot harder. They offer excellent on-going support and advice.

    Karl Platten - Lawns Plus Ltd (GreenAcres)