Momentum Waikato provides a simple way for anyone to make a major contribution to our region and beyond. How you wish to direct your generosity is up to you - we will tailor a solution to ensure your giving has maximum impact. We will work with you, your family, your trust and your advisors to fulfil your charitable giving goals whilst providing you with maximum tax benefits.
Your gift passes directly through for immediate distribution, creating impact now.
Your gift is invested in perpetuity, keeping the capital intact and using only the return on investment for annual distributions to create impact forever.
Your gift passes directly through for immediate distribution, creating impact now. This solution allows you to split your gift among the two funds, creating impact both now and forever.
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.
Professional investment advice should be taken before making an investment. This graph provides a guide, however growth depends on fund performance and changing market rates.
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 fulfill your wishes so the choice is yours.
Your gift will be distributed through the Vital Waikato Grant to invest strategically in significant intergenerational transformational change projects and programmes, ensuring the long-term vitality of our community.
Your gift will be distributed in support of your favourite charity or charities.
Your gift will be distributed, based on your wishes, to a combination of chosen charities and the Vital Waikato Grant. For example, 50% of your gift could go to your chosen charities and 50% to the Vital Waikato Grant.
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DonateYou 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:
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.
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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 the 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.
The Waikato Women’s Fund-Te Ira Waahine o Waikato enables local women to align their giving with the needs and aspirations of women and girls across the region. Research shows more and more women are generating and controlling their own wealth, and that it is women who are at the forefront of baby boomer wealth transfer. Yet it is women and girls who are most affected and held back by the social and economic issues impacting our region and country.
Few traditional funders are consciously trying to close this loop or track whether their grants are really benefitting and enabling women and girls. The Waikato Women's Fund connects women's giving capacity with a funding model that targets women and girls.