Include a Charity

Read More

include-a-charityInclude a Charity

Giving is for everyone. We all have causes we care about and we all have the power to give money to help those causes. Whether you leave this earth with $10 to your name or $10 million, you can provide for you chosen charity in your will. It is one of the easiest ways to give.

There is a common misconception that donations or bequests to charity are only made by wealthy people. This is not so. They are made by people who care about the communities they live in and the causes they are passionate about. Without the generosity of these people, many of our charities would struggle even harder to survive. There are many reasons why people choose to give; to contribute to the ongoing work of a chosen charity, to leave a gift as a lasting memory or to give back to the community.

The starting point is to choose a charity you would like to help. Do a little research on the areas you are interested in and the organisations working in those areas to find one that is a good fit for you. It is a good idea to make contact with the charity to let them know of your intentions. They will then be able to include your bequest in their future planning. The next step is to contact your solicitor to arrange for your will to be updated. You might wish to leave a fixed sum of money, a percentage of your estate, or a specific asset, such as a property or an investment fund.

Make sure you tell your family and friends about your bequest so they can ensure your wishes are carried out. Who knows, you may prompt them to make their own bequest. For more information click here.

Related Articles

Economy
Liz Koh

Budget Winners and Losers

The latest Government budget had something for everyone but while most households will be a few dollars a week better off, there are some clear winners and losers. In the winners’ corner are businesses, those on high incomes, and savers. The biggest losers are property investors who have built large portfolios financed partly by tax rebates.

Read More »

Top Up or Miss Out

The end of June is an important date for KiwiSaver members. The financial year for KiwiSaver runs from 1 July 2009 to 30 June 2010 and if you have contributed at least $1,040 to KiwiSaver during that time, you will be eligible for the full amount of Government tax credit to be paid into your KiwiSaver account in July.

Read More »

Responsible Investing

There is a worldwide trend for investors to want to make a positive contribution to the world by investing in companies that are socially and environmentally responsible. If you are passionate about the effects of climate change, the scarcity of food and water, and social or environmental policies in general, then you will no doubt wish to ensure that the companies in which you invest are going about their business in a manner that is consistent with your views.

Read More »

Helping You Live your retirement To the Max

Keep in touch

Fill in your details and we’ll get back to you in no time.