Leaving a bequest in your Will to Momentum Waikato's Endowment Fund is a special way to honour the Waikato community. Big or small, your gift will make a positive difference, now and for future generations.
It is simple and easy to create a real legacy. Working with your professional advisor, we offer our expert knowledge to tailor a giving solution that brings to life your values and is structured in the way you want.
Through our Waikato Endowment Fund, gifts are invested in perpetuity, and returns can then be granted to the charities or social enterprises the donor cares about and/or the changemakers we have identified.
Below are stories from local folks who have chosen Momentum Waikato to realise their aspirations for their community. Some have chosen to commit a bequest in their Will to the Waikato Endowment Fund and the projects it supports, others are targeting the investment income from their bequest or donations towards the causes or needs of their choice, while others are supporting our Transformational Projects, such as the Waikato Regional Theatre.
Donella Graney likes to give back to her community, so being in a position to do so, has made regular donations to a range of local and national charities for some years.
The determination that others must follow in her footsteps has led a successful young doctor to team up with a senior colleague to create a new philanthropic investment fund dedicated to getting more Maaori into the health sector.
Heather and Rod Claycomb are seeing lives changed across the world thanks to their unique family charity that supports social entrepreneurs to start new businesses for the benefit of people in need.
Leaving a bequest in their Wills towards the future of the Waikato is an important priority for a couple looking to give back to the region they love to call home.
A desire for her and her siblings’ grandchildren to have an equal opportunity to achieve is why Nancy Caiger got involved in an initiative focused on the needs and aspirations of local women and girls...
Momentum Waikato understands how difficult it can be to dis-establish a club or society. We can offer you a cost-effective fund management service, giving you peace of mind that your funds will be invested wisely...
Momentum Waikato is incredibly grateful to Trust Waikato for committing to a $15 million grant for the Waikato Regional Theatre this month. Trust Waikato’s leadership and commitment to our region means...
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