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Bequests

What happens if I change my mind?

Monday, September 4th, 2023

You’re free to change your mind at any time.

You decide the places, causes or charities you wish to benefit from your generosity. You can change your distributions in the future, by updating your Memorandum of Wishes with the Foundation, without having to change your Will.

You can remove or re-add Taranaki Foundation to your Will by simply amending your Will through the ordinary avenues.

How do I know what amount to leave when I don’t know how long I will live and what will be left?

Wednesday, March 23rd, 2022

You don’t have to be specific. You can consider leaving a percentage of your estate, perhaps with a ceiling limit attached to it.

I do not have funds to make a gift now, so what are my options?

Wednesday, March 23rd, 2022

Often, we can’t give as generously as we would like during our lifetime. A gift in your Will can be the perfect way to make a difference, without impacting on your current financial needs.

Giving is all about your personal situation.  You can choose to:

  • Make a bequest in your Will for a specified amount.
  • Leave a percentage of your estate in your Will.
  • Give during your lifetime – you can decide to make small or large gifts over time.

How do I include Taranaki Foundation in my Will?

Wednesday, March 23rd, 2022

Foundation staff can work with you to understand your wishes and provide the documentation your lawyer will require to include a gift in your Will.
Or you may choose to work directly with your professional advisor to make a bequest to the Taranaki Foundation in your Will.