TRANSFER A TRUST

Momentum Waikato offers the opportunity to existing charitable, family, and corporate trusts to transfer the operation and management of their trust to the Foundation. Once a trust is transferred, it becomes a named fund of Momentum Waikato Community Foundation.

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

In the process of transferring your client’s trust, we can work with you and your client to address any issues and concerns they may have, developing a tailor-made plan that provides the level of control and involvement they require.

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

To understand how your client can transfer their trust and still create an enduring high-imapct legacy, here is an example of a UK community foundation that now manages the transferred Enid Blyton Fund. 

Gemma Slack is available to assist you in serving your clients. If you would like to request an information pack or a tailor-made presentation, please contact gemma@momentumwaikato.nz or call 07 834 0404.