Ways to give

As a Community Foundation, our approach to investing for impact is informed by a longitudinal research tool called Waikato Vital Signs.

A Future Fund is a permanent endowment. If you choose the Future Fund, your gift will be invested in perpetuity, keeping the capital intact forever and using only the return on investment for annual distributions, to create a lasting legacy forever.

Momentum Waikato uses independent professional investment managers Craigs Investment Partners and Forsyth Barr to provide strategic investment fund management. An expert investment committee oversees the work of our professional investment managers.

You can choose to have your gift distributed as a lump sum immediately, or have it invested forever with the returns distributed annually, or a combination of both so you create impact now and forever.

You can also direct your grants strategically through our Vital Waikato Grant, or support your favourite charities, or a combination of both. We are here to fulfil your wishes, so the choice is yours.

You can shape a better future for your region and community.

We offer independent philanthropic advice to you, regardless of the size of your bequest gift, with no strings attached. We also encourage you to speak with your lawyer, accountant or financial advisor.

By leaving a bequest to Momentum Waikato in your Will, you will help create change through generating income to make grants. Grants are collectively given to activities addressing our communities’ greatest needs and challenges, as identified through Waikato Vital Signs.

A bequest to one of our special interest funds will provide grants to change-makers for youth, Maaori, children, recreation, women and girls, education, economy, environment, culture and arts, or health.

There are a number of ways your gift can make a difference to the things that matter most to you, such as:

Leave a bequest to a chosen charity

Set up a fund named after your family or loved one with a donation of $50,000 or more.

Donate now to an activity or charity to experience the joy of giving within your lifetime.

Contact our team at Momentum Waikato to discuss the possibilities.

If your gift or bequest is for an amount greater than $50,000, you can create a ‘Named Fund’ with a title of your choice.

The monies are lodged in the Momentum Waikato’s ‘Future Fund’ endowment for investment and distribution purposes, as per the information above, but your amount is specifically tagged and tracked to your named fund.

Momentum Waikato offers the opportunity to existing charitable, family and corporate trusts, along with other agencies, to transfer the operation and management of their trust to us as your local Community Foundation.

In the process of transferring your trust, we will work with you and your current trustees to address any issues and concerns, developing a tailor-made plan that provides the level of control and involvement you require.

Once the trust is transferred, it becomes a named fund of the Momentum Waikato Community Foundation.

The named fund will have no loss of identity or purpose, but will gain expert legal and financial management, experienced and knowledgeable grant-making, and dedicated fund management support.

We will keep you up to date with the continuing great work that is being undertaken as a result of your generosity. As well as annual financial reporting, there is the option of receiving impact reports, having catch-ups with grantees or engaging in site visits at projects.