Professional Advisors

Let’s work together to help your clients achieve their charitable wishes, leave a legacy and make their generosity deliver results, now and forever.

Professional Advisors are key to helping people decide how best to leave a legacy. We can help you and your clients target their bequeathing so it has a purposeful and perpetual impact - the gift that keeps on giving with the ongoing stewardship of Momentum Waikato, the regions local community foundation. 

We work with professional advisors - lawyers, accountants and financial advisors - to connect generous people with local causes and projects, by finding the right fit, strengthening established relationships and forging new ones. 

There's a growing movement of people behind building generosity in the Waikato and Coromandel. If that’s you too, let’s talk more about how you and your firm can be recognised by Momentum Waikato as a ‘Community Champion’ and ‘Endowment Advisor’.   

Become a recognised ‘community champion’ - how it works in practice.

We like to recognise people in professional services that understand and promote better ways of giving as Community Champions & Endowment Advisors. We will brief your team over a lunch break or at a time that suits your team, to set the wheels in motion. We then equip your team with resources to start the conversation about Giving Forever via endowment funds as a solution for your clients to leave a lasting legacy. 

We recognise the commitment of our Community Champions helping build a better Waikato for everyone, forever.

We've worked with several donors that simply had never heard of or considered this as a "better way of giving forever". They're usually delighted to learn about how they can leave a lasting legacy.

With your clients permission, Professional Advisors may introduce their clients to a Momentum Waikato staff member, who will help them begin tailoring their own plan, and the relevant structure they need to put in place for their wishes.  

Giving forever can be done through 'living gifts' or through 'bequests'. Some donors do both.

Giving forever options include a donor setting up their own legacy fund in their name, or gifting into one of Momentum Waikato's existing Named Funds that align with their interests.

Momentum Waikato continues its perpetual stewardship, beyond a donors lifetime, to administer and smartly invest their gift, making sure distributions from the pass to the causes and projects identified in their Gift Plan.

Resources for Professional Advisors

To support Professional Advisors, the following forms and information will assist you with the conversations you have with your clients about giving in the future and fostering generosity across the region. 

START A CONVERsATION TODAY

Please get in contact with any member of our Momentum team, by either phoning our office, sending us an email or completing the contact form below.

Phone:
07 834 0404

Email:

info@momentumwaikato.nz

Physical Address:
Level 4
127 Alexandra Street
Hamilton

WANT TO KNOW MORE? FAQ's for PROFESSIONAL ADVISORS

There is much to understand and if the following information doesn't answer your question, please reach out to a Momentum Waikato staff member.

How do we get recognised by Momentum as an Endowment Fund Advisor?

Why would our clients be interested in working with Momentum Waikato's model?

Do we risk losing a client and you taking them over?

I’m not expected to tell my client what to support, am I?

Why is giving through Endowment Funds better than a one-off donation now?

How are gifts commonly made by a client?

What are the benefits of giving through Momentum Waikato

What are Community Foundations all about?

What are our professional advisors saying about their experience with Momentum

We love working alongside Professional Advisors with sharp minds and big hearts, people like you! 

To help build ‘A Better Waikato for Everyone, Forever’, sometimes all it takes is an introductory conversation with your clients about endowment funds as a better way of giving.  Then, Momentum Waikato can work with you to help bring their wishes to life.

Don’t take our word for it, here’s what some other professional advisors like you have to say … 

“Many of my clients have a generous intent but simply aren’t aware of how to provide a gift that keeps on giving forever, such as endowment funds like those Momentum Waikato provides locally.  As a local firm we are actively involved in the community and always keen to engage with Waikato organisations that work for the good of the region”

Matthew Peploe

Managing Partner and head of Estate & Trust Law at Harkness Henry

“In our day to day work we focus on building long-term relationships and providing strategic advice to create and grow value for our clients. Our focus on our region is no different.  We believe in the power of collaboration, and that when specialisation and expertise combine in a collaborative environment, exceptional outcomes are created.”

Jon Calder

CEO of Tompkins Wake

“We see Momentum as pretty progressive,” says John, “particularly around the project work being undertaken for the Waikato community but also looking into how to develop for the future and what that may look like”.

John Bodie

CEO and Private Wealth Advisor at JB Were Investment Advisors

What generous local people like your clients say about working with us.

“We all want to leave a little bit of a legacy, the role of a bequest is about investing back into the community forever.  By giving through Momentum, it becomes a “living bequest” because the proceeds of that gift, go on forever.  We want Momentum to be parochial, so that money invested by people in the Waikato, goes back into the Waikato.  My wife and I want to leave a part of our estate to be invested back into this region to make it better forever.”

Ken Williamson

former Momentum Chair and a donor via a will/bequest and our bequests ambassador

“I could see that placing money into the care of Momentum simplifies your giving, and that it means your donating can continue forever, so I decided to set up my own fund at Momentum, with the income going to the charities I choose.”

Donella Graney

Local donor

“The concept of placing part of our estate into a perpetual fund that keeps working and giving to the community, long after we're gone, was attractive. Momentum  Waikato  is  set  up  to  professionally  manage  funds  and  applies  the proceeds as per its donors’ wishes. It is very simple to take the first step and become one of the many people committing bequests to their local Community Foundation’s endowment fund. Once we decided to commit, we wrote our own Memorandum of Wishes with Momentum and our Lawyer provided independent advice to make sure that was included in our Will and we were underway. It was simple and inexpensive.”

Mark Ingle

Local business leader and philanthropist