Growing grants and donations through investment expertise and charitable partner oversight

The Milford Foundation will work to strengthen communities of Aotearoa New Zealand through the lenses of youth, education and the environment by leveraging Milford’s financial resources, investment expertise and commercial discipline.

Funds Granted

$1,481,000

(NZD Value)

January 21, 2022

Grant breakdown

Graeme Dingle Foundation

$345,000

0800 What’s Up

$345,000

Graeme Dingle Foundation - Career Pathways Pilot

$50,000

Manukau Urban Maori Authority - Food Bank

$247,000

The Fono Trust - Food Bank

$247,000

The Village Community Services Trust

$247,000

Christmas Giving 2021
(Pillars/Graeme Dingle Foundation/Barnardos/The Village Community Trust)

$50,000

Funds Growing

$5,684,618

(NZD Value)

January 21, 2022

Investment Performance Breakdown

to

January 21, 2022

1 month

3 months

Since Launch

Capital Portfolio 1

3.13%

4.10%

15.38%

Capital Portfolio 2

0.07%

0.18%

0.45%

No performance or management fees are charged on these Portfolios.

No performance or management fees are charged on these Portfolios.

Investing in the future of Aotearoa New Zealand, creating opportunities for generations to follow

Our purpose it to create a sustainable future for the future generations in this country to prosper. 

Through a combination of investment expertise, our generous donor community, a commitment to efficiency, effectiveness and transparency, and strong partnerships, we can – and will – make a meaningful impact for New Zealand’s future generations.

Strong and meaningful partnerships

We work alongside our charity partners to ensure quantifiable impact. Whilst providing support in the form of financial resources, we will also give of our time and provide ongoing stewardship.

A focus on transparency

We use Milford's tried and trusted investment rigour and due diligence process in choosing appropriate charity partners to support.

Investment expertise

50% of every dollar donated will be granted and 50% of every donated dollar will be grown for future granting. Milford has a proven track record of using its investment expertise and active management approach to materially grow the capital of its clients. The same long term investment approach in managing the Milford Foundation's investments will be applied, maximising return on donations received ensuring the longevity of the Milford Foundation is maintained.

A meaningful impact for Aotearoa's future generations

The outcome from holding ourselves to account and our ongoing engagement with our charity partners will be a successful Foundation that will undoubtedly make a meaningful ongoing social and environmental impact in New Zealand.

Our Granting Pillars

Youth

Our rangatahi and mokopuna are the future leaders and guardians of Aotearoa.  We will work with charitable partners who see the value in our youth, harnessing their energy, and providing them with the opportunities to play an integral role in the growth of our country now and in the future.

Environment

The environment plays a vital role on life in Aotearoa. That’s why we are committed to working with like-minded charitable partners who work hard to safeguard our natural environment, particular as it pertains to how we manage, minimise and mitigate the impacts of waste in our broader environment. 

The environment plays such a vital role in Aotearoa’s long-term prosperity and success.  

Education

Every New Zealander has the right to a good education so that the dreams and ambitions they set for themselves can be realised. We support those  working to enhance education and provide knowledge for the youth of Aotearoa, allowing them the freedom of choice for a prosperous future. In a highly targeted fashion, the Foundation will partner with charitable organisations specifically addressing the widening achievement gap currently found in the education system.

 

One-off Grants

From time to time, and often in times of crisis, we understand that financial help can be hard to find.  The Milford Foundation will ensure that funding is available in times like these to provide support as and where the greatest impact can be made.

Our Partners

Camberley school-1
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Our Team

The Milford Foundation is managed by a dedicated team of Milford Asset Management professionals with a proven professional track record. It is these same people working to make a meaningful impact in Aotearoa.

Find out more about us here.

Want to read more about us?

Download our brochure below.

The Milford Foundation has granted $501,000 to support struggling Auckland communities this Christmas.