Guardian Trust is calling for applications from people in the Rotorua region for a share of the gifts bestowed by four late residents, all of whom set up trusts with Guardian Trust for the benefit of the community.

Guardian Trust’s call for grants last year led to the distribution of more than $150,000 from the Francis Moss (FM) Boord Charitable Trust to benefit people in the Rotorua region, including:

• $100,000 to the Rotorua Tree Trust to complete Stage 2 of the Japanese Maple Gully, including upgrading existing tracks, constructing a Japanese-inspired entrance gate and completing the mulching and planting of the gully;
• $10,625 to the Rotorua Public Library for the provision of a new security system for the Don Stafford Room, which houses the rare and historical book collection in the library’s new wing;

Guardian Trust is the trustee for more than 450 charitable trusts, distributing approximately $26 million annually for the benefit of New Zealanders.

In 2009, Guardian Trust is inviting applications for grants from the following trusts:

• The FM Boord Charitable Trust, which was established by Raymond Boord, a former Rotorua Mayor, in memory of his father. It has funds available for charitable purposes in areas including the development of public reserves and domains and the purchase of historically significant books, documents and artworks for housing in the Rotorua public library, museum or art gallery.
• The Eric Hattaway Bridgman Trust Fund, which was established by Dr Bridgman, a superintendent at the Rotorua Hospital for 30 years. It has funds available for the benefit of charitable, educational, cultural and benevolent institutions and organisations operating in the Rotorua district, in Te Whaiti, Murupara and Ruatahuna, and for members of the Arawa iwi and their descendants, wherever they reside. In the past 10 years, the Trust has distributed some $170,000 in the Rotorua community.
• The Gordon Bartleet Charitable Trust, which has funds available for the benefit of Protestant, charitable, public, educational and benevolent institutions in Rotorua.
• The Rita Colleen Cave Estate Charitable Trust, which has funds available for the benefit of children under 16 who require overseas medical treatment to resolve life-threatening situations.

Guardian Trust Client Manager Cristel Tapoki said, “These four trusts were set up by good, hard-working New Zealanders who were passionate about Rotorua and its local community, and were committed to their particular causes. Mr Boord and Dr Bridgman did a great deal for the Rotorua community during their lives, and it’s wonderful to see their work continuing beyond their life-spans to benefit people in the region, as they wished.

“It’s a great example of how effective trusts can be in ensuring your wishes and instructions are carried out in perpetuity, when they are set up and operated correctly.”  

Ms Tapoki said applicants would need to provide details on how the money would be used, their accounts and the constitution of their charity or organisation. All applications will be assessed on their merit.

Those interested in more information about any of these trusts may contact Guardian Trust by email on web.rotorua@nzgt.co.nz, or call 07 349 4530.

 ends

Photo: The Rotorua Tree Trust distribution: From left, solicitor and advisory committee member of the FM Boord Trust Richard Pryce, Guardian Trust Client Manager Cristel Tapoki and Rotorua District Council Deputy Mayor and Chairperson of the Community, Parks and Recreation Committee Trevor Maxwell.

For more information:

Stephanie Jones
Alexander Communications
+64 (0)9 522 5542
Stephanie@alexandercomms.co.nz

Cristel Tapoki
Guardian Trust
+64 (0)7 349 3528
cristel_tapoki@nzgt.co.nz

About Guardian Trust

Guardian Trust has been serving New Zealanders for more than 125 years and is a market leader in wealth management. It is one of New Zealand’s foremost trustee companies in asset management and protection, providing wide-ranging advice and expertise in areas including estate planning and administration, mortgage finance, financial planning, and personal and corporate trusts.

Tags: Alexander Communications, Guardian Trust, Stephanie Jones

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