How to leave a Gift in your Will

More and more people are choosing to leave a gift in their Will this can be accomplished in 3 easy steps:

1. Call or email the Graeme Dingle Foundation to discuss leaving a gift in your Will and ask any questions you may have.

Phone: 0800 435 775
Email: info@dinglefoundation.org.nz

2. Make contact in person or via an online service with a financial or legal advisor, lawyer, or Will provider and ask them to:

a. Make a Will (if you do not already have one)
b. Or make an amendment to your existing Will

Suggested Wording:

I give and bequeath to the Graeme Dingle Endowment Trust, a charitable trust registered with the New Zealand Charities Commission (CC28794),

[the residue of my estate] OR

[ % of the residue of my estate] OR

[my       ] (describe specify item(s) OR

the sum of $………

free from all duties and charges, as a contribution to the Graeme Dingle Endowment Trust to be applied for ‘greatest needs’, for which the receipt of the Graeme Dingle Endowment Trust shall be sufficient discharge to my trustees.

3. Once the process is complete, please let us know when you have received your new or updated Will with the inclusion of your gift to the Graeme Dingle Foundation Forever Fund.

What kind of gift can I make in my Will?

There are many ways to leave a lasting legacy through your Will. Whether you want to gift a specific amount, a cherished item, or a portion of your estate, every contribution helps ensure that the Graeme Dingle Foundation can continue its vital work for generations to come. Below are some of the ways you can make a meaningful impact:

You can give a specific amount of money or percentage of your estate. This type of gift sometimes called a pecuniary gift, allows you to nominate a specific amount of money or percentage to give to the Graeme Dingle Foundation’s Forever Fund.

You can leave a particular item or items such as property, land, works of art, jewellery, shares etc. It needs to be specifically named in your Will and given to the Graeme Dingle Foundation’s Forever Fund.

You can leave the residue of your estate after specific items and/or monetary gifts (if any) have been given. Here you make a gift to the Graeme Dingle Foundation’s Forever Fund of what is left over (or a percentage of the residue) in your estate after all expenses and debts have been settled and your loved ones have been provided for. A residuary gift is one of the best types of Gift in Will donations because it maintains the relative value of your gift and automatically adjusts to changes in the value of your estate. This is the type of gift we ask our supporters to consider because it upholds the intended value of the gift over time.

You can make a gift to take effect after the death of your spouse—your spouse would have your estate for as long as he/she lived, and then the indicated portion would revert to the Graeme Dingle Foundation’s Forever Fund.

You can make a gift through a perpetual trust that will provide ongoing financial support.

You can gift a life insurance policy on your own life or the life of another nominated person, with the Graeme Dingle Foundation’s Forever Fund nominated as the sole beneficiary. Alternatively, you could make the bonuses of your life insurance policy payable to the Foundation’s Forever Fund.