Legal Resources

It's so easy to give through the Northland Community Foundation - we've attached some helpful documents that you can use.

If you would like to create a Will and Named Endowment Fund or a Gift through your Will  the legal resources below will help you create funds for local charitable causes that you care about, that will last forever. The NCF Will Information Pack provides you with advice about what to include in your Will, who to consider, and how to create a gift for the charitable causes you love.

If you don’t make a will, part or all of your estate may end up going to people you never intended to benefit. Just as the term suggests, a will carries out your wishes. If you happen to die without a valid will, the law dictates how your estate is distributed. This means if you have no next of kin, your estate will pass to the Crown. And if you do have relatives, they may disagree about what should happen with your estate. Your will clearly explains your intentions and ensures they are carried out.

Creating a named endowment fund will enable you to live on through your charitable giving. Your fund will be named after you and invested with Craigs Investment Partners, and a portion of the interest earnt each year will be gifted back to the charitable cause you care about. You can create a named endowment fund with a gift in your will for as little as $25,000. Click on the Named Endowment Fund form here, or the link below to review how it works in more detail.

Carlos Reed created his fund in 2005, with an original gift of $100,000. The Fund has reached $174,485 and can gift a $10,000 scholarship every three years to a high achieving student at Otangarei Primary School. Read all about Carlos Reed’s Fund here to find out more about how Carlos will support Otangarei youth to achieve forever!

If you would like to make a gift through your will, but not create a named fund, check out our form here, or click on the link below for suggested causes for wills. You can choose how much you want to give, gift a nominal amount or a percentage of your estate. Some people like to gift 10% of their estate, with the remaining 90% going to their children.

Feel free to contact our Chairman, Richard Ayton at Law North on (09) 407 7099, Richard is based in Kerikeri and Law North’s website is located here: https://www.lawnorth.co.nz/ Or you can contact one of our Whangarei based Trustees: Megan Wills at Wills Westenra, (09) 459 7000, or click here to go to Wills Westenra’s website: http://www.willswestenra.co.nz or call Nicola Hartwell at WRMK,  (09) 470 2400, click here for a link to WRMK’s website: http://wrmk.co.nz/

  • Will Information Pack
    ( pdf - 1.69 MB )

    Download
  • Named Endowment Fund Form
    ( pdf - 476.83 KB )

    Download
  • Suggested Clauses for Wills
    ( pdf - 443.52 KB )

    Download