Community Foundations work with professional advisors all across NZ and many tell us that philanthropy conversations in the will-making process provide real fulfillment in their client relationships.
Many Kiwis want to make a difference, however many don’t know how to go about it.
We also see many people who genuinely do not know what to do with their wealth, or how they can give it away wisely. Your professional advice can be key for clients knowing their options and feeling empowered to make a difference.
- Direct charitable gift, find out the charity number at Charities Services
- Set up a separate charitable trust – refer to guide at Charities Services
“I love the opportunities having these discussions presents. I find many of my clients do want to leave something in their wills for a charitable purpose, however they don’t always know the right vehicle to do this".