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Professional Advisors

Giving options

Thursday, June 17th, 2021
  • Help your client create a permanent legacy by establishing a Named Fund.
  • Your client can support the local projects and causes they’re passionate about.
  • Donations can be made during your client’s lifetime — enabling them to see the results of their generosity (and benefit from tax credits now).
  • Alternatively, your clients can donate through their will or by a distribution from their Family Trust. Gifting by will and from a trust may create or add to existing endowments.

Why work with Taranaki Foundation?

Thursday, June 3rd, 2021
  • Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact.