Making a bequest is very straightforward; you don’t need to make a whole new will.
If you already have a Will
If you would like to include a bequest to Capernwray NZ in your existing Will, you can make a simple modification by adding a codicil (a codicil is a supplement to a Will that is intended to alter or modify it). To make sure your codicil is legal, we recommend it is checked and approved by a legal advisor.
If you don’t have a Will
A Will is an important legal document so it should be prepared by a legal professional. It’s important to discuss options and specific wording with your legal advisor to make sure your Will reflects your wishes clearly, giving specific guidance on how you want your assets and personal belongings distributed when you die.
Wording for a bequest
Here’s an indication of the accepted form of words that can be used to leave a bequest to Capernwray NZ:
"I give and bequeath the sum of $_____________ (or) __________ % of my estate, (or) residue of my estate, (or) property or assets as follows
free of all charges, to the Torchbearer Trust of New Zealand (Capernwray NZ). The official receipt of the National Director or other authorised officer of the Trustee is an absolute discharge to my executors."
With or without strings attached
You may chose to leave your bequest freely, i.e. ‘no strings attached’, so that Capernwray NZ can apply the funds in the areas where they are most needed, or you can specify where you would like the funds to be spent.
You can let us know about the bequest
There’s no requirement to tell us that you’re leaving a bequest to Capernwray NZ. However we would like to make sure that your generous giving is suitably thanked and acknowledged in your lifetime. Deciding to tell us about your bequest can also be a good thing if your Will is challenged. If we’re in a position to demonstrate that we have a relationship with you, your wishes are less likely to be amended by the court.
Strictest confidence guaranteed
Any bequest inquiries will be treated in the strictest confidence by Capernwray NZ. We will respect your wishes if you choose to remain anonymous.
Contact us about a bequest
If you would like to discuss leaving a bequest to Capernwray NZ or require further information, please call 07 823 1800, or send an email to firstname.lastname@example.org.
We’re grateful for all donations. Amounts of $5 or more may qualify for a tax rebate for tax payers within New Zealand.
Click here to link to the donations page
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