Professional Advisors
Let your values speak beyond your lifetime.
The Positive Power of a Will
A legacy of Provision
Research indicates that nearly half of all New Zealander's do not have a will, and for many that do, it is not up-to-date. A current will not only prepares for good use of your assets, it also establishes a plan to ensure your loved ones are provided or cared for as you choose. Your legacy can provide protection, provision and peace.
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A legacy of Love
Many people are incorporating the idea of an ethical will into their estate planning. An ethical will passes along the riches of the heart. Personal letters, special family stories, affirmation of love and your own life stories make an ethical will a rich and enduring gift. Approaching your will making in this way can help to turn something that isn't much fun into a more positive experience.
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A legacy of Generosity
What causes and organisations have your felt connected to throughout your life? Would you consider leaving a gift in in your will? Planning a legacy gift to a cause you feel passionate abut is a powerful way to communicate what matters to you. You might even inspire a loved one to think about how they may practice generosity in their own lives too.
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The gift that grows beyond a lifetime
You can read more about Edna Brown - an unassuming Kiwi with a remarkable legacy - and the causes her fund has supported here.
How an endowment fund works.
The Edna Brown Fund was established through a gift in Edna's will in 2003. The fund gives to healthcare causes in the Bay of Plenty region through the Acorn Community Foundation.
Adding a Charity to your Will
Willanthropy can be a powerful tool to support charitable giving.
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In NZ, research shows only 6% of wills include a gift to a charity. This is less than $500M each year. Imagine the impact if this was doubled? Or tripled? This would enable $1.5B to flow to charities each year. The impact of this generosity for our community would be immense.
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Our ask to you is to consider leaving a gift of 10% to charity in your will. That's 3.33% less each if you have three children. And chances are, that as we live longer, your children are already financially well established.
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Giving through 45South Community Foundation means your gift is invested and the returns are distributed to the charities or sectors of your choice. Your chosen charity may not exist in the future, but Community Foundations will be, ensuring your gift and your wishes will be honored - forever.
Thank you to our Wills Month Partners
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Our local partner law firms are experts at all things wills and estate related, and ready to help guide you through making or updating your will. Whether its a gift directly to a charity of your choice, or a gift through 45South to your chosen charities there is a correct process to ensure your will reflects your wishes.
Some of the most meaningful decisions people make are the ones no one else sees. Deciding to leave something behind for the place you love. For the people who will come after you and for a cause that's been quietly important to you for years.
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New research from Community Foundations of Aotearoa New Zealand has just given us a clearer picture of how kiwis think about generosity. And one of the things that stood out most was this: when people choose to leave a gift in their will, it almost always comes back to values.
This September, you could do more than just update your will. You could take care of your loved ones AND let your values speak beyond your lifetime, shaping the place you love for generations.
Take the next step by downloading our Will Information Pack today and then contact your lawyer, or one of our partner law firms to see how you can create a gift in your will that will grows beyond a lifetime.
