RESOURCES

For your convenience, we have three resources available for download to assist your clients with their giving journey through Momentum Waikato:

Suggested will clauses

Bequest to Momentum Waikato Community Foundation Endowment Fund

I give free of all duties the sum of $ [or the remainder of my estate] to the trustees of the Momentum Waikato Community Foundation (CC49535) to be held in its endowment fund for its general purposes and I declare that the receipt of an authorised officer of the Momentum Waikato Community Foundation shall be a full and sufficient discharge to my trustees without their needing to see to the application of this gift.

Bequest creating a named endowment fund of the Momentum Waikato Community Foundation [more than $50,000]

I give free of all duties the sum of $ [or the remainder of my estate] to the trustees of the Momentum Waikato Community Foundation (CC49535) to be held in a named endowment fund to be known as the [ ] to be used or applied by the Foundation Trustees both as to capital and/or income for [charitable purposes to be discussed and agreed in advance with the Momentum Waikato Community Foundation] in such manner and in such amounts as the Foundation trustees shall in their discretion from time to time determine and I declare that the receipt of an authorised officer of the Momentum Waikato Community Foundation shall be a full and sufficient discharge to my trustees without their needing to see to the application of this gift.

Bequest to existing named endowment fund to Momentum Waikato Community Foundation (any amount)

I give free of all duties the sum of $ [or the remainder of my estate] to the trustees of the Momentum Waikato Community Foundation (CC49535) to be held by them in an existing endowment fund of the Momentum Waikato Community Foundation entitled [ ] which named endowment fund is designated principally for the purposes of [ ] and I declare that the receipt of an authorised officer of the Momentum Waikato Community Foundation shall be a full and sufficient discharge to my trustees without their needing to see to the application of this gift.

Residue to Momentum Waikato Community Foundation as Substitution Beneficiary

If the above Trusts shall fail I give my residuary estate [or the sum of $ ] to the trustees of the Momentum Waikato Community Foundation (CC49535) for its general purposes and I declare that the receipt of an authourised officer of the Momentum Waikato Community Foundation shall be a full and sufficient discharge to my trustees without their needing to see to the application of this gift.