These matters often get put into the ‘I’ll do it later’ pile. Of course, it’s really very important to get your wishes down in writing, to clarify and formalise matters now to make the process easy for your loved ones.
With a will in place, you will also rest assured that your wishes will be carried out after you have gone.
Getting these matters in order now could be your final gift to your family and loved ones.
Local law firms in Rotorua and Taupo have been supporting Geyser’s Wills Month promotion for a number of years. During the month of September, our partner firms will make a simple change to an existing will to include a gift to the local community through the Geyser Community Foundation at no charge.
Consider the information in this pack, complete your checklist and contact your lawyer today to get started.
Here are our local partner law firms, please consider contacting one today.
ROTORUA
charlene.porteous-watt@hobec.co.nz
Ph 07 349 5750
The Law Shop
team@thelawshop.co.nz
Ph: 027 676 9960
Lynette.matthews@morrisonkent.com
Ph 07 348 2030
law@osc.co.nz
Ph: 07 3479479
Blackman Spargo
admin@rurallaw.co.nz
Ph: 07 343 9393
Rotorua and Taupo
TAUPO
Le Pine & Co
jwinkelmann@lepine.co.nz
Ph: 07 378 5030
Cargill Stent Clarke
admin@csclaw.co.nz
Ph: 07 376 0000
amber@granthamlaw.co.nz
Ph: 07 376 0014 EXTN 25
Giving in your Will is an easy way to make a difference
We all know there are many charities and community groups doing awesome things in our local community who deserve our support.
Gifts made through the Geyser Community Foundation last forever. Funds are invested, and the investment income used to support local charities and community groups.
You can choose your favourite community groups to support or leave it up to Geyser to select those most in need.
For more information on how to support your community and update your Will this month, contact the Geyser Community Foundation email geyseradmin@geysercf.org.nz or speak to a participating lawyer.
Your questions answered …
Q. What is the Geyser Community Foundation?
Community Foundations provide a smarter way to give to the community you love. We can invest and grow your donations so the interest they earn can benefit your chosen local cause/s year on year, forever.
Q. Why would I give through Geyser instead of giving directly to a charity?
Our smarter giving model sets us apart from other charities. With us, your generosity can have impact for many, many years.
Q. How do I know what amount to leave when I don’t know how long I will live for and what will be left?
You don’t have to be specific. You can consider leaving a percentage of your estate or making Geyser an additional child in your will.
Q. I have a Trust, so what benefit would there be in giving through Geyser?
Using Geyser for your charitable giving minimises the burden of the management of your Trust after you and your advisers have passed on. There are also obvious economies of scale which lead to savings in administration and fees meaning more money for the charitable cause/s close to your heart.
Q. Can I contribute in a limited way during my lifetime?
Your gift. Your say. We have different ways you can give and donations of any size are welcome. Donations made during your life-time qualify for a tax rebate of 33.3% up to the limit of your taxable income.
With Community Foundations, you don’t have to be wealthy to have an impact. Whether it’s a large or small gift, a one-off or regular contribution, all giving makes a difference through us. Our smarter giving model allows your giving to have benefits that last forever.
- Donated capital remains forever
- Investment income supports your chosen local cause/s
- You can choose your favourite charities or let Geyser select those most in need
Contact Annette at the Geyser Community Foundation today to find out more.
