Professional Advisor Resources

Professional Advisors are key to helping people decide where best to leave their legacy. Thank you for being part of this supportive network. These resources may provide a useful starting point for a discussion about giving.

Please feel free to call us for more information or make contact with one of our Trustees or Ambassadors who will be more than happy to assist you with free, independent advice.

Click here for more information about our Trustees: https://northlandcommunityfoundation.org.nz/our-people/trustees/

Click here for more information about our Ambassadors: https://northlandcommunityfoundation.org.nz/our-people/ambassador/

 

  • Named Endowment Fund
    ( pdf - 476.83 KB )

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  • Guidance Notes for Lawyers
    ( pdf - 130.48 KB )

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  • Listening for Charitable Opportunities - Lawyers
    ( pdf - 179.13 KB )

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  • Suggested Clauses for Wills
    ( pdf - 443.52 KB )

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