Bequests
Create Your Legacy with a gift in your will
Why make a bequest to Momentum Waikato?
A ‘bequest’ is a charitable gift that you decide to include in your Will – it can be a fixed sum or percentage of your estate.
Making such a ‘gift in Will’ to Momentum Waikato ensures that, after you are gone, it will keep generating investment income into the future, the majority of which is then annually granted out according to your wishes, with the rest being re-invested to keep growing the gifted capital and therefore the subsequent income it generates for those charitable grants.
This is done though an ‘endowment’ fund that grows and gives back forever – instead of being a ‘one and done’ donation that has no lasting effect, a gift to Momentum Waikato is a social investment that provides a perpetual benefit for the charities or projects you support.
To create your legacy, your bequest can start a ‘named fund’ with its own charitable goals, or be added to one or more of the existing place or purpose-based funds that we already manage.
You don't have to be wealthy to make a Gift-in-Will. For most people, it will be the single most important act of generosity of their lifetimes, so you want it to have a positive ongoing impact, which is assured when you make a bequest through Momentum Waikato.
Perhaps you are considering a charitable bequest, but don’t know where to target your gift for the maximum benefit to your community?
Momentum Waikato can help you make informed decisions for achieving meaningful social and environmental impact through the gift in your Will. We ‘connect and convene’ generous local people with front-line organisations across the Waikato, so we can offer you the tools to give wisely.
How to get started on making a bequest with Momentum Waikato?
You need to decide first how you want to balance a meaningful and effective bequest with supporting your family in your Will. So, discuss your intentions with your family, both how much of your estate will go into your bequest, and then what community values and aspirations you as a family want it to support.
To then formalise your intent to make a bequest to Momentum Waikato, we work with you to understand your wishes and what you care about most, and help you tailor a Bequest Plan capturing what you want to include in your Will.
At the same time, we always recommend also getting independent advice from a lawyer. There are several local professional services firms - lawyers, accountants and financial advisors - that we recognise as community champions because they understand endowment funds and value the opportunity to help make your generosity deliver.
Once your Bequest Plan is completed and signed, our commitment to fulfil your wishes is set in place, ensuring the charitable gift in your Will makes a positive difference forever.
