Change is constant, and it informs our approach. Our focus on financial developments lets us form a longer range vision and make better decisions for your success.
JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Matthew Williams as Senior…
The Inland Revenue’s Issues Paper: Taxation and the not-for-profit sector raises questions about the future of charity income tax exemptions, particularly business income unrelated to a charity’s core purpose, and the additional…
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We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.
Only 55% of New Zealand adults have a will, and just 6% of wills include a charitable gift as part of the inheritances. Bequests account for just 1.
JBWere supports the release of the Charities Amendment Guide to explain what charities need to know to satisfy the new regulations.
An additional change that comes out of the Charities Act 2005 review, but was not included in the Charities Amendment Act 2023, involves increasing the transparency on accumulated funds held…
The start of the year is a good time to stop and reflect on priorities and what is important to you.
Insights on the relationship between the corporate and community sectors in New Zealand, and internationally. A discussion on partnerships and the unique role corporates can play.
Insights for the health of our for-purpose sector Considered a leading reference resource for Aotearoa New Zealand’s multidimensional charitable and broader for-purpose sector, the report provides an analysis of the environment…
Why Philanthropy: A call for family philanthropy to fund innovation Philanthropy comes from the heart – from the love of humankind. It’s deeply personal and circumstantial.
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