As a professional advisor your clients often turn to you when thinking about wealth, estate planning, or lifetime giving. Many want to make a positive impact in Hawke’s Bay but may not know the most effective way to do so.
By partnering with Hawke’s Bay Foundation, you can help your clients turn their charitable intentions into lasting, local impact — supporting the people and places of our region today, tomorrow, and forever.
Hawke’s Bay offers a wonderful lifestyle and incredible opportunities, but this isn’t the reality for everyone. Many local families face complex challenges — low incomes, poor housing, high health needs, and social disadvantage.
Hawke’s Bay Foundation exists to tackle these challenges head-on. We provide reliable, long-term funding streams for local causes, pooling and prudently investing gifts so the returns can keep giving forever. Together, we ensure every contribution has a greater, enduring impact.
We work alongside you and your clients, offering guidance, templates, and support every step of the way — from living giving to legacy planning.
We see professional advisors as essential partners in building a thriving Hawke’s Bay.
Our role is to make it easier for you to:
With over 12 years of experience and more than 400 grants made to local charitiable organisations, Hawke’s Bay Foundation is a trusted vehicle for lasting philanthropy.
To make your conversations easier, we provide a range of tools and resources.
Our goal is to help you deliver confidence and clarity when discussing charitable options with your clients.
Additional resources available on request:
Create a fund in your client’s name or family name. Income is distributed locally, creating impact today and forever, while allowing the client or their descendants to receive annual reports on earnings and distributions.
Community groups and charities can create endowment funds to provide long-term financial stability, ensuring their services and programs benefit Hawke’s Bay residents for generations.
Is your client struggling with compliance following the Trust Act changes? We offer a simple solution for the resettlement of Charitable Trusts and Incorporated Societies.
Through a Will or trust distribution, your clients can leave a gift that creates an enduring legacy, supporting Hawke’s Bay causes long into the future.
Clients can contribute to existing funds or the Hawke’s Bay Community Fund, allowing us to direct resources where they are most urgently needed.
Funding our operations ensures we continue to safeguard donor funds, distribute grants effectively, and grow Hawke’s Bay Foundation’s capacity to support the region.
