By partnering with Hawke’s Bay Foundation, your clients have the flexibility to shape their own charitable giving to reflect their personal goals and desires. Whether they want to address an urgent need in the community, memorialise a loved one, or help out a charity with a project, we have a giving option to help them make an impact and improve the lives of others in the community.
A growing number of professional advisors are partnering with Hawke’s Bay Foundation because we provide the benefit of talking about philanthropy, without recommending a specific cause. Unlike other charities that support a specific cause or issue, our mandate is to support the entire charitable sector in Hawke’s Bay.
There are a number of ways for your clients to give to the Hawke’s Bay Foundation, from one off donations to a planned giving strategy that is designed to help them make charitable gifts while enjoying the tax benefits, maintaining their financial security and looking after family members.
The Hawke’s Bay Foundation is happy to support your work with clients. At no cost to you, we can:
We have made it as easy as possible for you by providing some useful forms and suggested clauses to insert in your client’s Will, when setting up a Named Fund with Hawke’s Bay Foundation.
Please Contact Us to receive copies of any required documents.
A form for establishing an endowment fund.
An editable form for establishing an endowment fund.
A document indicating the intention of how the fund is to be set up.
Many New Zealanders want to give, with a strong desire to make a difference.
Conversations with your clients about how they can make an impact in the community are an opportunity for you to connect with your clients values and to build meaningful, long-term relationships with them.
Please Contact Us to receive any required tools or resources to support your clients.
A selection of clauses that you can cut and paste into your documents as needed.
Use the clause below for inserting in a Memorandum of Wishes for your family trust.
After we have both died it is our wish that you pay or transfer….% of the Trust’s net assets to Hawke’s Bay Foundation to be paid into the “[name of fund] Fund” which we have established so that it may be dealt with by the trustees of the Foundation in accordance with the terms of that Fund.
Use these notes to help you when completing the Named Endowment Form above.
A useful tool for professional advisors to assist you to ask the giving question of your clients.
