HOW YOU GIVE

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 fulfill your charitable giving goals whilst providing you with maximum tax benefits.

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

HOW YOU GROW

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.

HOW YOU GRANT

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 Impact Programme, 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 Impact Programme 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 Impact Programme. For example 50% of your gift could go to your chosen charities and 50% to the Vital Impact Programme.