Following the Social Enterprise World Forum 2017 in Christchurch, placemaker Laura Taylor identified the social enterprise approach as an excellent fit with community-led place governance.

She invited social enterprise specialist Steven Moe of Parry Field to attend placemaking huis underway in the Innovation Precinct and introduce local business owners to the concept of social enterprise.

 

Over the next two years, the precinct evolved to become SALT District, backed by New Zealand’s first Town Team – positive and proactive neighbourhood stakeholders collaborating across sectors.

Steven assisted Laura to develop a trust deed that provided alignment between the Town Team Movement and the SALT Model.

The Town Team Movement is a best practice in community-led place governance www.townteammovement.org

The SALT Model is a holistic approach to place development that supports fragmented localities to develop community, identity and destination through initiatives which grow social capital, values-based vision, active citizens and community wealth, benefiting the locality as well as the city.

With Steven’s support and guidance, SALT Collective Charitable Trust was incorporated in October 2019.

Principal Placemaking Advisor Laura Taylor, of Crown-owned entity Ōtākaro Ltd, who facilitated SALT District’s development, says “SALT Collective Trust would not exist without Steven’s support. From the outset, he understood the vision and that it needed to break new ground. He understood the impact and helped craft the legal instruments needed to turn that into a reality in a manner that could be understood by Charities Services. SALT Collective are committed to sharing what they learn so that this can support other areas to also break silos and progress their locality for the greater good.”

One of our recent purpose driven clients wanted to set up an organisation which seeks to revitalise, strengthen and raise awareness about Indigenous approaches and worldviews.  This is exactly the sort of assignment which we really enjoy.

To progress this we collaborated through discussions with our client leads on this, Jodi Gustafson and Erin Matariki, to really get an understanding of what the activities would involve and the steps they would be taking.

We then talked through various structure options before settling on a charitable trust being the right one.

While in different cities we could understand what was planned and used that to help to draft the purposes to ensure they were charitable and reflective of the kaupapa/purpose of what was intended.

We then helped guide through the different stages of signing documents needed and applying to incorporate the Trust Board and then also for the registration as a charity with Charities Services which was successful.  This means that the plans can now be rolled out.  To find out more about what River Aotearoa Charitable Trust do, visit their site at https://www.weareriver.earth/

 

In reflecting on the process of working with us Jodi and Erin wrote this:

He toka tū moana he ākinga nā ngā tai. Steadfast as the rock that scorns the lashings of the tide. This is the whakatauki (proverb) that comes to mind when reflecting on the solid support that Steven Moe and his team provided us at RIVER Aotearoa Charitable Trust during our formation. Founding our not-for-profit entity that encompasses work from Turtle Island (Canada, USA) to Aotearoa was complicated and inter-twining. Steven Moe and his team at Parry Field Lawyers were knowledgeable and patient way-finders as we navigated our unique circumstances to land with a safe, sound organisational structure. With Steven’s guidance we have now received our charitable status and can begin our work in revitalising Indigenous values to care for Papatūānuku. We are very grateful for all of Steven’s effort and dedication to our mahi and we look forward to working with him as we grow. Ngā mihi aroha ki a koe mō tō manaakitanga, e Steven.

 

We really enjoyed this project and it is reflected in the positive result – we look forward to journeying with the River team into the future.

If you are looking at your structure options then have a listen to this 10 minutes on often used structures (a seeds podcast episode).  We are also happy to have a discussion at no cost to work out if we are well placed to help with the set up of you charity, social enterprise, not for profit or other form of purpose driven organisation.  You can reach Steven Moe at stevenmoe@parryfield.com

We first met Richard Waggott, the Co-founder of The SplashSave Foundation (https://splashsave.org/), through the work that we have been doing on social enterprise structures and charity set ups.

The initial contact email said “I am looking for some advice and idea of costs to engage you in helping me structure our social enterprise / charitable foundation appropriately and transparently.”

That is exactly what we do so it was a great fit and from the first call we could tell that what they wanted to do some serious good in Aotearoa New Zealand with a focus on education for parents and caregivers to empower them to teach young children to swim.

We were able to work through what they had been doing to date and discuss options for the future.  We helped them with the set up of a new charitable trust and now they are able to ask for donations and get on with doing some education in the community.

We enjoyed this process because underlying it we knew that they would be doing great things – from his perspective Richard comments as follows:

Parry Field were excellent to deal with, from the first moment I talked with Steven it was clear my research on finding the best advisory team to support charitable and social outcomes had paid off. 

Steven was clear in his advice and added huge value in the way I thought about setting up our Charitable Trust to help parents teach their own children to swim. Steven understood that sometimes the wheels can turn a bit slowly when pulling voluntary support together, especially in the early stages and was always very supportive and responsive every step of the way. Also accessing Stevens podcast and networks opened up a whole new world of people looking to make a positive difference which gave me the confidence to push through. 

I would recommend anyone looking to establish a purpose and mission driven organisation should talk to Parry Field and Steven Moe.

 

Richard Waggott, Co-Founder, The SplashSave Foundation

 

It will be exciting now to watch what happens next and to know that a lot of children will be learning to swim!