You 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 in your Will to Momentum Waikato and/or one or more of its philanthropic investment funds, you will help create change through generating income to make grants.

There are a number of ways your gift can make a difference to the things that matter most to you, such as:

• Leave a bequest to a chosen charity

• Set up a fund named after your family or loved one with a donation of $50,000 or more.

• Donate now to an activity or charity to experience the joy of giving within your lifetime.

Contact our team at Momentum Waikato to discuss the possibilities.

You can start your own philanthropic investment fund, a 'named fund', by either a making a significant donation to Momentum Waikato or by telling us you are leaving a bequest in your Will to Momentum Waikato. In either case, distributions from your Fund now and in future can be to the charities of your choice or to Momentum Waikato's projects, as per your wishes in the Fund's Deed of Gift.

The monies are invested as part of the Momentum Waikato regional endowment, as per the information above, but your balance is specifically tagged and tracked to your named fund.

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 us as your local Community 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.

Momentum Waikato encourages employees and businesses to work together for the mutual benefit of their communities, and Payroll Giving, a big part of how New Zealanders now support charities, is a great way to do it.

‘Payroll Giving’ is the IRD scheme where employees can choose to make donations to charities via a deduction from their regular pay packet, at the same time as their income tax and student loan repayments, with the tax on the donation being able to be claimed back at tax return time.

Anyone can set up their own Payroll Giving to donate to an existing Momentum philanthropic fund or as part of setting up a new fund supporting the charity of your choice - as with all other ways of giving, you direct how the resulting investment returns are granted and disbursed (see above).

Payroll Giving is also a great way for people to directly support the work of Momentum Waikato, as scheduled ‘untagged’ contributions towards its regional endowment generate income that is used to enable our Transformational Projects aimed at creating 'A better Waikato for everyone, forever'.

Set up a company 'named fund' powered by Payroll Giving

Coupling Payroll Giving with a philanthropic investment fund at Momentum Waikato is a great way for employers to enable their staff to get the maximum ongoing impact for their charitable donations, especially when contributions are matched by the firm.

This approach has been a ‘win win win’ for Longveld, a Waikato engineering company, its employees, and the social service providers they’ve supported.

Longveld started up its fund in 2019 at Momentum Waikato and ever since has dollar-for-dollar matched their team’s donations towards it.

Once a year the team then votes on where to grant a portion of the fund’s income, which Managing Director Pam Roa describes as “a fun process” that brings their teams together for a common purpose unrelated to work.

“We love that pooling and investing our donations has a bigger longer-term impact. And along the way, we all learn more about what not-for-profit groups are achieving in the Waikato,” says Pam.

Leaving a portion of the resulting income invested each year keeps the fund growing. Companies setting up a Fund fed by Payroll Giving should include information about the scheme in their on-boarding packs and actively promote it to all their staff.

Read more about Payroll Giving at Longveld.

To set up Payroll Giving, talk to your employer, or your employees, complete the forms at the buttons below, and contact Momentum.

Giving Circles bring people together to build a fund and enable change. They meet regularly, learn about their shared area of interest and decide where to target grants from their pooled funds.

There are benefits in networking and scaling up the impact of each individual contributions. The Waikato Women’s Fund is an example of a successful Momentum Waikato Giving Circle.