Having an up-to-date Will gives you the peace-of-mind that you have planned for the people and things you care about the most, making it easier for your family and friends to understand your thinking and appreciate your planning when the time comes.

To mark September as Wills Month, The Eastern Bay Community Foundation is partnering with Apogee Legal and Holland Beckett to make the process easier. During the month you can book in to create or update your will in favour of the community with some special concessions. 
It is of course best to first talk to your family. Providing for your loved ones is the first priority, but you may also wish to leave a gift in your will to the causes you love most or have had connection to in our  community.

Like all community foundations, Eastern Bay Community Foundation is building an endowment fund for its region by gathering donations and bequests, with the resulting investment income being  distributed or granted to the charities, community projects and causes that our donors decide.

This is a well-proven model for ensuring your giving has a positive and ongoing impact, rather than being ‘all used up at once’, so it is an effective strategy when you want to provide a sustainable income stream to an organisation you wish to champion and  support going into the future.
We complete a formal bequest agreement covering what you want to leave in your Will and which charity, community or project is to receive the resulting income forever into the future. Such an agreement is ideal but not essential – community foundations often only learn they are receiving a bequest when a Will is opened. However you approach it, it is best to talk to a lawyer first.   

To put it another way: If you want to ‘Make your gift last forever, come and see us at:

 15 George Street Whakatane  or contact Rosemary : admin@easternbaycommunityfoundation.nz 

With thanks to: https://apogeelegal.nz & https://hobec.co.nz