The gift that grows beyond your lifetime
Published on 19 August, 2025
Have you considered leaving a charitable gift in your Will?
Our smarter giving model invests and protects your gift, so it grows to become an ongoing source of funding for your favourite charities and local community.
September is Wills Month, the annual national reminder to create or update your Will, so that your wishes for what will happen when you pass away are clearly and legally recorded.
Having an up-to-date Will, even when you’re fully intending to be around for a long time yet, gives you the peace of mind that comes from having planned for the people and things you care about.
It also makes it easier for your loved ones to do the right thing when the time comes. So you will naturally want to talk to your family about what you’ll put into your Will - and ideally that discussion will be about your values, as well as your valuables.
Providing for your loved ones is of course your first priority, but together you may also decide to leave a gift or gifts in your Will to the charities you care about and or the community where you’re living a great life.
That’s where we come in as your local community foundation.
A gift-in-Will, a bequest, left to Momentum Waikato is invested as an endowment, so it will keep growing and generating investment income after you are gone, providing grants to your chosen charities into the future, forever.
A gift in your Will can create a dedicated fund in your name that then distributes its income according to your charitable wishes, or it can go to one or more of the community funds that we manage for local charitable organisations.
This is all a well-proven strategy for ensuring your giving has an ongoing positive impact. Donating into a philanthropic investment fund, whether as ‘living giving’ or via your Will, is the effective way to provide a perpetual income stream to organisations you support.
To find out more, you can download a free Will information Pack at the Community Foundations of Aotearoa New Zealand site.
We recommend you also talk to your lawyer about your Will, especially if your estate is not simple.
Then to plan your smart and effective local giving, talk to Momentum Waikato.
