top of page

OUR INITIATIVES

Top tips for having philanthropy conversations with your clients

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.

  • Advise your clients to consider family first

  • Explore your clients interests and passions and ask, “have you been involved in any volunteering”, and “are there any particular causes you care about?”

  • Ask “have you considered leaving a gift in your will to a charity or cause you care about?” and, “it’s something other people do.”

 

If there is interest, explain the options:

​

- Direct charitable gift, find out the charity number at Charities Services

 

- Invested endowment fund, where your client decides on areas of interest and causes to support, which can be managed in perpetuity by their local Community Foundation - see our fund calculator here

 

- Set up a separate charitable trust – refer to guide at Charities Services

 

Determine level of gift – pecuniary, percentage or residual gift (for charitable giving, we would recommend a percentage which captures your client’s intent clearly).

​

Always advise your clients to inform their family and any other beneficiaries of their philanthropic plans

P52076 CFNZ Pattern_Energetic.png
P52076 CFNZ Pattern_Energetic.png
P52076%20CFNZ%20Pattern_Energetic_edited

Professional Advisors

P52076 CFNZ Pattern_Energetic.png
P52076 CFNZ Pattern_Energetic.png
P52076%20CFNZ%20Pattern_Energetic_edited

Our Professional Advisor Guide

Professional Advisors Brochure 2021 copy.jpg
P52076 Pictorial Illustrations_Gift.png

Your giving can go further and forever.

WCF white logo.png

Wakatipu Community Foundation is a registered charity in New Zealand CC55258.

35298068_xl.jpg
25990096_xl.jpg
35665133_xl.jpg
136347035_xl.jpg
31917938_xl.jpg
31917938_xl.jpg
CFNZ Endorsement Badge-Small_Transparent

Leave Your Local Legacy

​

When you’re ready, here’s how we can help you:

​

  • Determine what you most love and care about in your community and showing you how you could support and impact causes that matter to you

​

  • Providing information on giving strategies

​

  • Connecting you with local causes, programmes or charities doing good work in your community

​

  • Tailoring a plan of how you would like your money to be used

​

  • Simplifying the process by managing all administration, investments and distributing the income – you get to say where your gift goes, which is the best bit!

​

bottom of page