In this episode of Money Made Simple, Jennie is honoured to introduce Rebecca Roberts, manager of the Simplicity Foundation. The Foundation is an important part of the Simplicity story, founded at the same time as Simplicity NZ Ltd back in 2016. From the very start, the Foundation has received 15% of fees charged to our KiwiSaver and Investment Fund members - subsequently donating this money to a range of awesome Kiwi charities across the country. Jennie and Rebecca discuss why the Foundation was set up, who's involved and what sort of charities they are supporting.

This week's episode covers:

• How the Foundation is structured and run, and who's involved
• How members actually benefit from Simplicity being a nonprofit owned by a charity - beyond the feel good factor of course!
• How Simplicity members determined the giving priorities of the charity
• The four pillars that the Foundation bases charity giving around
• How much the Foundation donates a year, and how much this translates to per member (it might shock you!)
• Some examples of Kiwi charities members help support, and the awesome mahi they are doing in their communities
  
  

Resources we mention in this episode:
Simplicity.kiwi/our-charity

By the end of this episode, we hope you’ll have a better idea of how the Foundation works and some of the amazing groups being supported, as well as that "aha moment" that this is truly a win-win situation for Simplicity members and Kiwis in need. And even if charitable giving isn’t a key reason why every member chooses to invest with Simplicity, it is something we can all be proud to be part of %) 

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Please help us share the good word (and make Kiwis richer and smarter with money) - the more we grow, the more good we can do %) Don't forget to follow, subscribe and rate the podcast if you found it useful!

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Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.